Solutions / Use case
CRM, ERP, billing, fulfillment, finance — when they don't talk, orders wait and revenue recognition lags. Tray.ai closes the gap.
Every team knows the steps. The breakdown is between the systems — CRM that doesn’t write to ERP at close, billing that doesn’t pick up fulfillment status, finance reconciling manually because the payment processor doesn’t feed the ERP. Tray.ai fires the downstream cascade automatically. The operations team manages by exception, not by copying data between seven tabs.
Deal closes in CRM, the downstream cascade fires — ERP order, billing setup, provisioning handoff — automatically.
Invoice generation, revenue recognition, and payment collection run as automated workflows. Zuora syncs 2M+ records/day.
Order status, shipment, and delivery events feed back into CRM and finance in real time. Auctane: 3B orders/year.
Failed payments, backorders, and contract amendments route to the right team. The escalation path is the workflow.
3B orders/year processed through Tray.ai
“Tray offers the flexibility and modularity we need to really accelerate the output of our small IT team.”
Salesforce, HubSpot (CRM), Zuora, Stripe, Chargebee, Recurly (billing), NetSuite, SAP, Oracle ERP (ERP/financials), Ironclad, DocuSign (contracts), ShipStation, FedEx, UPS (fulfillment), Snowflake, BigQuery (reporting). The universal HTTP client handles any remaining proprietary system. One workflow replaces five separate point-to-point integrations.
Custom integrations between CRM and ERP typically take 4–12 weeks per connection and accumulate maintenance debt. Tray.ai's connector library starts from pre-built, production-tested integrations. Auctane saw 356% ROI in 3.6 months — $130K annual savings, 50 hours/month back to the operations team — compared to their prior approach.
Auctane runs 3B orders per year. Zuora syncs 2M+ records per day. The platform is built for the volumes enterprise O2C generates — no artificial throughput limits, no per-record pricing model.
Yes — exception handling is the most immediate win. Agents that route failed payments, identify contract discrepancies, and flag anomalous orders before they hit the reconciliation queue. The same Tray.ai platform that runs the O2C integration layer also runs Merlin Agent Builder — no second vendor to evaluate, no separate governance model.
Walk through the scenario with a Tray.ai expert.
