Breez

Breez is an ERP agent designed for Microsoft Dynamics 365 and NetSuite. It addresses the problem of teams manually translating business processes—tracked in spreadsheets, emails, and documents—into the ERP system. This manual translation layer consumes hours that could be spent on judgment-based work, as the rigid ERP cannot adapt to frequently changing operational procedures.

The product operates through typed playbooks compiled from standard operating procedure documents. Key capabilities include payment chasing with template-based reminders and promise tracking, spreadsheet-to-ERP entry with field-level citations, document parsing from email and procurement portals, vendor onboarding with verification, sales order creation from inbox emails, and three-way matching of purchase orders, receipts, and invoices. Breez deploys inside the customer's own infrastructure and integrates with Dynamics 365, NetSuite, Excel, Gmail, Outlook, Google Drive, and QuickBooks. Every proposed action is cited to its source, and nothing posts to the ERP without approval; ambiguity is escalated to a human queue.

Breez is for operations and finance teams in corporate travel, medical devices, and similar industries who manage recurring procedures. It is packaged per workflow, not per seat, and offered through a two-week paid pilot for one procedure that starts read-only. There is no mention of a free plan or specific editions.