REVENUEPOINT FOUNDRY
Your data, connected. Agents that take action. Fully managed.
Foundry connects your CRM, ERP, accounting — and every other system your business already runs on — into one orchestrated platform. Live dashboards for every role. AI reports written overnight. Agents that watch, decide, and act across your systems. Otto, your AI analyst, answers in plain English. Fully managed by RevenuePoint.
Good morning, Sarah
Wednesday · April 18 · 6 signals overnight
Monthly Revenue
$2.84M
▲ +4.2%Open Actions
12
▲ -2OEE · 3 lines
74.3%
▼ -4.1ppScripts / wk
2,847
▲ +3.2%Feed
AllAnomaliesAgentsRADAR
AGENT
LENS
Every system generates data. Nothing orchestrates it.
Three problems. One missing layer.
Systems don't speak to each other.
CRM says one number. ERP says another. Accounting says a third. Teams lose two days a week reconciling spreadsheets that still don't agree.
The numbers arrive too late to act on.
Monthly reports land two weeks into the following month. By the time a problem surfaces, the window to do anything about it has closed.
Dashboards describe. Nothing acts.
Every BI tool shows the scrap-rate spike, the churned customer, the past-due invoice — then leaves you to email someone. Seeing it and fixing it are still two different jobs.
2 days/week
lost reconciling numbers across systems
2+ weeks
typical lag from event to monthly report
0
BI tools that take the next action for you
This is the absence of orchestration. Foundry is the layer that fixes it.
Connect. Illuminate. Act.
The three layers of orchestration.
Connect
Every system you run, into one connected warehouse.
- →CRM, ERP, accounting, fulfillment, support, telephony — 30+ integrations
- →Pipelines run on a managed schedule; when a source system changes, we handle it
- →One consistent view of your business across every connected system
Illuminate
Analyze and visualize across every system at once.
- →Live dashboards and metric trees for every role
- →AI-written analysis delivered overnight — specific numbers, clear next steps
- →Cross-system trends and anomalies no single tool sees
Act
Orchestrate the repetitive work across your systems — automatically.
- →Agents watch thresholds, process inbound work, and route cases around the clock
- →Otto executes changes in your systems on request, in plain English
- →Every action logged; every change reversible and auditable
Below: each layer of the platform, up close.
Foundry Platform
Actions — System Execution
Every action logged. Every change auditable.
Foundry takes action in your systems. Otto can update a record, place an order on hold, or create a case in your CRM. Agents can run structured operations automatically. Every action is logged with a full audit trail. Every change is traceable and reversible.
Actions
Orchestration Board
Foundry knows your business.
Foundry knows your business — not just your data. Blueprint maps how your objects connect across every system you run on: Customers, Orders, Invoices, Production Orders, Prescriptions, Donors. That's what makes Otto accurate, dashboards reliable, and agents precise. When a source system changes, Blueprint absorbs it. Everything downstream stays right.
- One consistent definition of your business — across every connected system
- Otto answers in business terms — Customers, Orders, Invoices — not database tables
- Every metric and report draws from the same business definitions
- An interactive map shows exactly how Foundry understands your business
Connects to the systems you already use
+ REST, GraphQL, SFTP, webhooks, and custom connectors for anything else.
INDUSTRY
Built for your industry.
Foundry is built around your business objects and workflows — not a generic data model. Select your industry to see how it operates in your world.
Foundry turns OEE, scrap, and downtime signals into automated work.
Who it's for
Systems it connects
What it delivers
- OEE dashboards by line and shift, updated continuously
- Inventory shortage watchers with automatic procurement alerts
- Inbound PO → ERP sales order automation, no manual re-keying
- Scrap rate anomaly detection correlated to operator shifts
- On-time delivery + supplier performance scorecards
$847K
recovered margin, annualized
42h
saved on weekly reporting
94%
action auto-approval rate
A mid-market fasteners manufacturer (2 plants, $48M revenue) recovered $214K in Q1 alone from OEE-driven line changeovers surfaced by Foundry agents.
Read the Manufacturing case study →AGENTS
Your morning briefing. Automatically.
Foundry agents watch your systems overnight, process inbound work, run scheduled reports, and respond to events in seconds. By the time your team logs in, the Home Feed already has the answers.
Monitors systems and fires when conditions breach thresholds.
Reads inbound work, validates it, and creates the right records.
Runs on a cadence. Compiles the briefing and delivers it.
Reacts to events in seconds — halts, notifies, escalates.
OEE Anomaly Watcher
Monitors Overall Equipment Effectiveness across every line and shift. Fires when any line drops below 80% or when scrap rate spikes 2σ above the rolling 30-day baseline.
Recent runs
Success
99%
Avg
1.4s
Last
3m ago
Next
continuous
Inbound PO Processor
Reads incoming EDI and email purchase orders, validates against customer master + credit line, and creates sales orders in SAP with ship-date confirmation.
Recent runs
Success
98%
Avg
3.1s
Last
1m ago
Next
continuous
Weekly Production Review
Compiles OEE, throughput, scrap, and downtime across all lines for the past week. Delivers a plant-manager briefing with anomaly callouts every Monday.
Recent runs
Success
100%
Avg
52s
Last
2d ago
Next
in 5d
Home Feed — what those agents produced this morning
Weekly Production Review — OEE 74.3% across 3 lines
Line 3 OEE (68%) is dragging the plant average. Scrap spike last Tuesday accounted for 41% of the week's waste. Lines 1 and 2 are healthy (78% / 79%).
6:00 AM · MondayOEE avg
74.3%
Throughput
847 u/day
Scrap
2.4%
Downtime
14.2 h/wk
Inbound PO Processor — PO-9104 → SO-14821 created
PO-9104 from Pacific NW Construction: 5,000 M10 steel hex bolts at $0.42/unit, ship date 2026-04-10. Sales order SO-14821 created in SAP, confirmation queued to the buyer.
14:03 · todayCustomer
Pacific NW Construction
Line items
5,000 × SKU-2847 @ $0.42
Ship
Tacoma DC · 2026-04-10
Decision time
1.5 seconds
Scrap rate spike on Line 3 — 8.2% vs 1.9% baseline
Scrap at 02:04 AM spiked to 340% of the 30-day baseline. No maintenance event logged. T-204 temperature drift and a mid-shift operator swap correlate with the event.
2:04 AM · overnightScrap now
8.2%
30-day avg
1.9%
Line OEE
68%
Since event
4h 02m
ACTIONS
Every action, fully auditable.
Click through a few examples. Rationale, steps, data changes, and timeline — visible to approvers and to the audit log. Nothing happens off-book.
Rx Interaction — Pharmacist Review
What Will Happen
Incoming Warfarin 5mg Rx for patient Linda T. (DOB 1965-03-14). Patient is currently on Aspirin 81mg with a documented NSAID allergy. Flag for pharmacist verification before dispense.
Execution Steps
Flag Rx in PioneerRx
PioneerRxCreate interaction alert record
PioneerRxNotify pharmacist-on-duty
SendGridAgent Rationale
Found a clinically significant interaction during intake screening. Warfarin + Aspirin increases bleeding risk; patient allergy profile also shows NSAID sensitivity noted by Dr. Ramirez on 2025-11-02. Per protocol, any anticoagulant + NSAID combination with a documented allergy must be reviewed by a pharmacist before entering the compounding queue.
Data Changes
Intake → On Hold (Interaction Review)
Drug-Drug · Warfarin + Aspirin 81mg
NSAID sensitivity (Dr. Ramirez, 2025-11-02)
Major
Pharmacist-in-charge sign-off
pic.westside@firstservice.rx
Rx-88412 · Interaction flag · review needed
Created
Apr 18 · 14:02 · awaiting approval
Awaiting pharmacist-in-charge approval.
ORCHESTRATION
From detection to done. Every action, end to end.
Agents propose the work. Humans gate the risky changes. Foundry executes step-by-step across SAP, Salesforce, QuickBooks, PioneerRx — with full revision, rejection, and expiry handling, and an auditable trail for every change.
Agent watches
Otto drafts actions
Human gates risk
Steps run across systems
Every change logged
Rx Interaction — Pharmacist Review
HighIncoming Warfarin Rx for a patient already on Aspirin 81mg. Flag for pharmacist verification before dispense.
Invoice INV-4821 — Escalate to Collections
High$34,200 now 63 days past due. Recommend legal review and collections referral.
Raw Material Shortage — Create PO
MediumCold-rolled steel at 8 days supply. Auto-PO for 10 sheets to Global Metals Corp.
Out-of-Stock Response
HighHyaluronic Acid at zero. Halting 4 production orders, emergency PO to NextGen Chemical.
Inbound PO → Sales Order
MediumPO-9104 from Pacific NW Construction — 5,000 hex bolts. Creating SO-14821 and confirming with customer.
Production Line Down → Work Order
HighLine 3 halted at 14:45. Creating maintenance WO and notifying plant manager.
Stalled Deal Alert
LowNorthgate Supply Q2 Renewal idle for 16 days. Creating follow-up task for the owner.
Every card is an auditable change in a system of record. Nothing happens off-book.
LENS
See the work, not just the work logs.
Agents produce work; Lens makes it visible. Dashboards, reports, metric trees, maps — the same warehouse data, rendered for the role that needs it.
Harborline · Lens
Pharmacy Operations · Last 30 Days
Scripts This Week
2,847
▲ +3.2%Goal: 3,000
Backlog > 48h
47
▼ +12Goal: ≤ 20
On-Time Fill Rate
91.4%
▼ -2.1%Goal: ≥ 95%
Daily Script Volume · Last 30 Days
Scripts by Compound Type
Avg Turnaround by Location
goal 48h
OTTO
Ask Otto anything.
Otto is your AI analyst, plugged into every business object in Blueprint. It reasons, cites, renders — and proposes the next action. Pick a prompt to see it run.
Otto
· Harborline
PRISM
AI-generated reports. Written overnight, ready by 8 AM.
Pick a report template. Prism pulls the data, analyzes, writes the narrative, and renders the charts — delivered to your inbox as PDF. 30+ templates spanning Finance, Sales, Operations, Production, Supply Chain, and more.
AR/AP Health Report
Prism is generating your report…
- Querying your data warehouse
- Analyzing patterns and trends
- Writing narrative and building charts
EMBEDDED
Foundry lives inside the tools you already use.
No second login. No new workflow. Agents, Otto, reports, and alerts surface natively inside Salesforce, Microsoft Dynamics, Teams, and Slack — where your team already works. The intelligence comes to them.
Account
Meridian Packaging
Type
Customer
Industry
Construction
Annual Rev
$218K
Account Owner
Marcus Torres
Phone
(503) 555-0182
Billing Address
1204 Industrial Way, OR
Rating
Warm
AR aging · $47.2K
Salesforce · Home Feed widget + Otto docked to every Account page.
Lead · Open
Pacific NW Construction — Q2 Renewal
Name
Chris Nelson
Company
Pacific NW Construction
Owner
Thomas Jones
Est. Revenue
$340,000
Close Date
2026-04-22
Predicted 24-mo CLV
$620K
2.3× avg
Dynamics 365 · Prism forecasts + metric trees on every Lead.
Sarah Kim · 9:14 AM
@otto what's our AR aging this week?
Otto Bot · 9:14 AM
AR aging this week · $312K
@otto generate Q1 P&L summary
Microsoft Teams · Otto @mentions, chart replies, action chips — no app-switching.
Channels
Apps
Sarah Kim9:14 AM
/otto pipeline review
Otto APP9:14 AM
Q1 Pipeline · $1.84M
Weighted
$1.12M
Avg deal
$230K
Win rate
31% ▲
Saved to #finance · exported to PDF
Slack · /otto slash commands, rich blocks, shareable reports.
Chris Nelson
Pacific NW Construction
10:00
Mark Davies
Sierra Mining Co.
10:30
Dave Nguyen
Blue Ridge Distributors
11:00
Teresa Liu
Valley Steel Works
11:30
Alan Ross
Summit Industrial
1:30
Chris Nelson
VP Procurement · Pacific NW Construction
Account value
$2.4M / yr
Last order
Apr 1 · $48K
Open opp
$340K
Talking points
- 1Q2 reorder is 14 days overdue vs their usual 60-day cadence. Anchor the call around timing.
- 2Opened 2 support cases on M10 hex bolts· offer new anti-vibration SKU as a trade-up.
- 3LinkedIn signal: Chris posted about warehouse expansion— great hook for larger bulk-order discussion.
- !Do not mention the March invoice dispute — still being resolved by AP.
8x8 Contact Center · AI-generated cold-call briefs for every dial.
Sales Order
SO-14821
·Pacific NW Construction · 5,000 M10 Steel Hex Bolts
| Item | Material | Qty | Price | Value |
|---|---|---|---|---|
| 10 | SKU-2847 · M10 Hex | 5,000 | $0.42 | $2,100 |
| 20 | SKU-3021 · Washer Kit | 5,000 | $0.08 | $400 |
| Total | $2,500 | |||
Customer has $34.2K overdue in QuickBooks
INV-4821 · 78 days late · Net 30
Place a credit hold on this SO until Meridian's overdue AR clears.
Flag for Human ReviewSAP Fiori · cross-system alerts + agent-recommended actions on every order.
Security & Compliance
Enterprise-grade security, built in from day one.
Foundry was built for mid-market companies that handle sensitive customer, financial, and regulated data. Every tenant is isolated, every byte is encrypted, every control is audited. We operate to the standard your largest customers require — without asking you to write a single line of security plumbing.
Certifications & attestations
SOC 2
Type II · continuous
ISO 27001
Information Security
HIPAA
BAA on request
GDPR
EU & UK ready
CCPA
California compliance
PCI DSS
SAQ-D Level 2
Placeholder: finalize certification list + badges with compliance partner before launch.
Encryption
- AES-256 encryption at rest — customer data, backups, snapshots
- TLS 1.3 in transit — public endpoints and service-to-service
- Customer-managed keys (KMS) available for enterprise tenants
- Automatic key rotation every 90 days, on-demand rotations supported
Identity & Access
- SSO via SAML 2.0 and OIDC — Okta, Azure AD, Google Workspace
- SCIM 2.0 for automated user provisioning and deprovisioning
- Role-based access control with fine-grained permissions
- MFA enforced for all admin actions; IP allowlisting on request
Data Governance
- Per-tenant logical isolation with dedicated encryption keys
- Configurable retention and deletion policies by object type
- Right to erasure (GDPR Art. 17, CCPA) — honored within 30 days
- Data residency options: US, EU, Canada. Full export on demand.
Infrastructure
- AWS primary, multi-region with cross-region failover
- VPC isolation, private subnets, zero public database endpoints
- Daily automated backups with 30-day PITR (point-in-time recovery)
- 99.99% uptime SLA, measurable at status.revenuepoint.com
Monitoring & Response
- 24/7 security monitoring — SIEM, anomaly detection, alerting
- Quarterly third-party penetration testing (report available under NDA)
- Continuous SOC 2 Type II audit — annual attestation cycle
- Documented incident response plan; <1 hour P1 response commitment
Vendor & Subprocessor
- Public subprocessor list with 30-day change notification
- All vendors DPA-signed; SOC 2 or equivalent attestation required
- Annual vendor risk review and tiered access review
- Signed DPAs, security addenda, and BAAs available on request
99.99%
Measured uptime · trailing 12 months
<1h
P1 incident response commitment
0
Customer data breaches since founding
47
Security controls continuously monitored
Trust Center
Review our SOC 2 report, ISO 27001 certificate, subprocessor list, DPA, HIPAA BAA template, and answered security questionnaires — all in one place.
Every control on this page is a placeholder for final marketing review. Exact certification status, SLAs, vendor list, and data-residency regions will be confirmed by our compliance partner before public launch. For customer-specific security questions, contact security@revenuepoint.com.
The only platform that orchestrates the full loop.
No other platform in this category manages pipeline, warehouse, intelligence, agents, and action execution as a single service. ThoughtSpot costs $140,000/year and still requires a data engineering team to run it. Foundry starts at $2,500/month — fully managed by RevenuePoint.
| Capability | Foundry | Domo | ThoughtSpot | DataSelf | BI Consultant |
|---|---|---|---|---|---|
| Data warehouse & pipeline | Varies | ||||
| Dashboards & analytics | Varies | ||||
| AI chat & natural language | |||||
| AI-generated analysis reports | |||||
| Automated agents | Limited | ||||
| Action execution in systems | |||||
| Anomaly detection | Limited | ||||
| Fully managed service | Partial | ||||
| Predictable flat-fee pricing |
Live in 6 weeks. Here's how.
Discover
Before the contract, we learn your systems, goals, and data sources. No scope surprises — we quote based on what's actually there.
Build
We connect your sources, map your business objects in Blueprint, and configure dashboards, reports, and your initial agent library. You provide context; we do the work.
Launch
Your team gets Foundry Portal access. We walk through every capability live. From this point forward, RevenuePoint manages everything.
Evolve
A named administrator and PM handle ongoing improvements — new dashboards, new agents, monthly review calls. Foundry grows as your business does.
Ready to see Foundry in action?
Schedule a personalized demo. We'll show you what Foundry looks like connected to systems just like yours.