A growing retail and distribution business was facing a paradox.
Revenue was increasing. Orders were flowing. Warehouse activity was high.
Yet profitability was inconsistent, working capital was under pressure, and margin reporting lacked clarity.
The issue was not sales performance.
It was inventory risk hidden inside disconnected systems.
Warehouse operations were managed through a standalone WMS.
Financial reporting was handled in an ERP platform.
Sales forecasting and pipeline data resided in CRM.
Because these systems were not structurally integrated:
Inventory was being measured operationally — but not governed financially.
To restore control, the organization initiated an ERP–WMS integration strategy aligned across Microsoft, Oracle, and Salesforce ecosystems.
Automated Cost Recognition & Margin Protection
We repositioned integration not as an IT initiative — but as a financial governance strategy.
Warehouse systems were integrated directly with ERP financial modules to ensure every physical stock movement carried an immediate accounting impact.
This included:
The result:
Inventory movements, financial reporting, and demand forecasting were no longer isolated functions.
They became a synchronized capital management system.
Automated Cost Recognition & Margin Protection
We implemented:
This eliminated quarterly financial adjustments and reduced reporting distortions.
Working Capital Visibility & Risk Monitoring
A centralized financial intelligence layer was introduced to provide leadership with:
For the first time, inventory was visible not just as stock — but as financial exposure.
• Improved accuracy of inventory valuation across financial statements
• Reduced excess purchasing driven by outdated data
• Faster and more accurate COGS recognition
• Stronger alignment between finance and warehouse teams
• Improved working capital utilization
• Increased audit confidence and reporting transparency
Most importantly, leadership shifted from reactive inventory management to proactive capital governance.
For growing businesses, inventory often represents the largest concentration of working capital.
When ERP, warehouse, and CRM systems operate independently:
Integration across platforms such as Microsoft Dynamics 365, Oracle NetSuite, and Salesforce is not merely technical alignment.
It is financial control infrastructure.
Inventory is not stock on shelves.
It is capital in motion — and without integration, that capital becomes r
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Proso AI Inc
505 Montgomery Street, 10th & 11th floors
San Francisco, California
United States -94111
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Proso AI India Pvt Ltd
2nd Floor, Stellar Okas-1425
Sector 142, Noida, Uttar Pradesh
India -201305
Proso AI Pty Ltd
232 Unley Road
UNLEY, SA 5061
PROSO AI TECHNOLOGIES LIMITED
167-169 Great Portland Street
London, UK
W1W 5PF
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