No migration. No new software. Writes you can scope.
Roy connects to your ERP with the permissions your IT team grants: read access for the evidence a dispute needs, and write access only where the dispute work requires it. There is no data migration, no rip-and-replace, and no change to how your AR team works.
We connect to your systems, ingest historical chargebacks, and Roy, our AI agent, starts disputing. You are connected to your ERP, EDI, and email, with no new software to learn.
What connecting does not require of you
The most useful thing to know about connecting ROI-AI is what it does not require of you.
Do I have to migrate my data?
No. There is no data migration. Your records stay where they are, in the system of record you already run.
Do I have to replace or change my ERP?
No. Nothing is replaced. Roy reads from the system you already have, and the rest of your stack is untouched.
Does my AR team have to learn new software?
No. There is no new software for your team to learn. Your team keeps working the way it works, and you interact with Roy by email and messaging.
What can Roy write into my ERP?
Roy creates the chargeback case in your ERP, records its outcome, and sets the action code on that claim. For customers who buy order entry, Roy also writes purchase orders, which includes incrementing your ERP's own order control-number sequence. Those functions are the only ones that write, and none of them deletes anything. The outer boundary is the permission set your IT team grants the login: scope the login read-only and none of it can write.
What Roy reads, and what Roy writes
Roy reads broadly and writes narrowly. Reading is the bulk of the work: Roy pulls the invoices, shipping documents, and order records that prove a deduction is invalid, and the finished dispute goes to the retailer, filed to the portal or emailed to the contact.
Roy creates the chargeback case in your ERP, records its outcome, and sets the action code on that claim. For customers who buy order entry, Roy also writes purchase orders, which includes incrementing your ERP’s own order control-number sequence. Those functions are the only ones that write, and none of them deletes anything.
Roy gathers evidence from your ERP and EDI. It matches each chargeback against your invoices, BOLs, and proof-of-delivery, assembling the documentation that proves the deduction is invalid. Packets are then filed to the retailer portal or emailed to the right contact, and tracked until the money comes back.
The outer boundary is the permission set your IT team grants the login. Scope that login read-only and none of it can write.
What Roy actually reads
Roy reads the records that decide a deduction: the purchase order, the invoice, the bill of lading and proof of delivery, the EDI 850, the remittance advice, and the chargeback notice itself.
Each one is read because it answers a specific question a retailer will ask:
- Purchase order and EDI 850: what was ordered, at what price, on what terms.
- Invoice: what was billed against that order.
- Bill of lading and proof of delivery: what physically shipped, and what the receiver signed for.
- Remittance advice and the chargeback notice: what was deducted, and the reason code the retailer applied.
Together those records support the three-way match, purchase order to invoice to proof of delivery or BOL, on quantity, price, and ship or receipt. That match is what turns a disputed deduction into a documented one.
Records are read from your ERP, from the mailboxes where retailer notices land, and from the retailer portals themselves.
If the ERP cannot be connected
An ERP connection is not the only way in. Chargebacks arrive by retailer portal, by email, and by EDI, and Roy works from those channels too.
Roy monitors every retailer deduction as it lands, classifies the reason code, and flags the ones worth disputing. The connectors reach your retailer portals as well as your ERP, so a deduction that never touches your ERP is still seen, still classified, and still disputed.
What you actually have to do
On your side, connecting comes down to granting read access: to the ERP, to the mailbox where retailer notices land, and to the retailer portals you already log into. We do the rest, and you are live in weeks, not months.
The integration work is ours. Our team does it, not your IT team, and there is nothing for your AR desk to configure. There are no setup fees and no long-term lock-in.
The AMT ERP partnership
The connector library is real, and one of those connections is a publicly announced partnership. Optimal Business Solutions (OBS), maker of AMT ERP for fashion and general merchandise wholesalers, partnered with ROI-AI to bring automated chargeback dispute recovery to AMT ERP customers.
What the AMT integration reads and writes · Read the announcement
Who reviews what gets filed
Nothing lands in your queue. Roy reviews each deduction, assembles the evidence and prepares the dispute, and ROI-AI’s own analysts review and release it. That review is selective and exception-based, and the scope Roy handles grows as accuracy is established reason code by reason code. This is our AI-native Service-as-a-Software model: the review burden is ours, not yours.
Frequently asked questions
- What can Roy write into my ERP?
- Roy creates the chargeback case in your ERP, records its outcome, and sets the action code on that claim. For customers who buy order entry, Roy also writes purchase orders, which includes incrementing your ERP's own order control-number sequence. Those functions are the only ones that write, and none of them deletes anything. The outer boundary is the permission set your IT team grants the login: scope the login read-only and none of it can write.
- Do I have to migrate my data?
- No. There is no data migration. Your records stay where they are, in the system of record you already run.
- Do I have to replace or change my ERP?
- No. Nothing is replaced. Roy reads from the system you already have.
- Does my AR team have to learn new software?
- No. There is no new software for your team to learn. You interact with Roy by email and messaging.
- What data does Roy read from my ERP?
- Roy reads the records that decide a deduction: the purchase order, the invoice, the bill of lading and proof of delivery, the EDI 850, the remittance advice, and the chargeback notice itself.
- How long does it take to go live?
- Weeks, not months. We connect to your systems, ingest historical chargebacks, and Roy starts disputing.
This is running today
This is running today. Not mockups. Live agents processing real work for other wholesalers right now, reading from the systems those wholesalers already run.
Get an Assessment