AI-Agents for Master Data Management

Agents help Master Data Management teams keep records ready for use.

Import Excel to PostgreSQL

Add valid master records from Excel and flag row errors.

Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.

Works with25 tools
Import Customer Exports

Match customer IDs and protect the list from duplicate entries.

See new and changed customers in your list, plus a report of entries needing your review after a JSON export.

Works with
Copy Approved Records

Keep approved records in the target table and flag invalid source rows.

Get approved records into your target table and a dated report showing which rows transferred or need fixing.

Works with11 tools
Return Supplier Forms

Send supplier forms back when legal details conflict with master records.

Your suppliers can fix legal name or address conflicts on their original forms before onboarding moves forward.

Works with5 tools
Open Supplier Setup Cases

Flag missing or ambiguous supplier profiles from approved orders.

Your supplier setup work follows purchase orders, with a linked case when needed and a clear reason when no new case opens.

Works with
Request Missing W-9 Forms

Mark supplier approval cards as waiting for a W-9.

Suppliers know which form to send, and your approval cards show why they are waiting.

Works with
Return Incomplete Supplier Forms

Return supplier forms missing fields needed for vendor records.

Suppliers get a clear list of missing answers or documents, so your team can move complete onboarding forms forward.

Works with
Published by Before We Buy
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