The AI operating layer
for manufacturing

Connected to your ERP, QMS, and documents. Live in weeks, no plant takeover. Numbers that reconcile to your books.

Optrix Workbook: scrap analysis

Live in weeks. No plant visit required.

Connectors Secure tunnel
Syspro ERPConnected
uniPoint QMSConnected
DocumentsConnected
EmailSyncing
Last refresh today, 6:00 AM · no plant visit
01

We connect remotely.

Read-only access to your ERP, QMS, MES, documents, and email. Deployed over a secure tunnel. No one sets foot in the plant.

Which parts drove scrap last month?
111
NCs · April
$14,463
Scrap cost
Joined across uniPoint + Syspro in one answer
02

One source of truth.

Optrix unifies every system into a single layer. Cross-reference any source. Ask in plain English.

Scrap · April Reconciled
Workbook total$20,229.00
GL — WIP Part Billings$20,229.00
Variance$0.00
03

Workbooks that reconcile.

Deterministic, structured investigations that tie to your general ledger. Decision-grade numbers your finance team can trust.

Your systems, unified. One operating layer.

Reconciliation · April Matches GL
Scrap — 38 NCs$14,463.00
Rework — 21 NCs$5,766.00
Variance$0.00

Finance-grade reconciliation

Scrap and rework costs tied to your general ledger, to the penny. RMA-inclusive. Numbers your CFO can sign off on.

ERP QMS MES Optrix Documents Email Tribal knowledge

Cross-system intelligence

ERP, QMS, MES, documents, email, and tribal knowledge in one query. No more tab-switching between systems.

Scrap cost $14,463 in April, driven by OD undersize at centerless grinding.
NC-1042 WO-8841 GL-0418 +3 sources

Every answer cited

Every result links to the source record. Provably right, not plausibly right. Built on eval infrastructure, not hope.

NCPartCostStatus
NC-1042TRA-N-K007$2,450Closed
NC-1038SSD7925$1,120Open
NC-1031U-J-LY08$847RMA

Deterministic workbooks

YAML-defined structured investigations. Scrap, rework, supplier scorecards, CAPA tracking. The same answer every time.

Connector library
Syspro + uniPointProductized
SAP + ETQIn library
Epicor + MasterControlIn build

Reusable connectors

Productized integrations for your ERP/QMS stack. Syspro, SAP, uniPoint, and more. Weeks to deploy, not months.

Draft the CAPA for the recurring OD undersize
CAPA-2026-011 — Tooling wearDraft
Approve Edit

Human-approved action

Draft the CAPA, the PO, the supplier-credit claim. Cited, approvable, and always with a human in the loop.

Every system you run. One place to ask.

ERP
QMS
MES
Documents
Email
Tribal knowledge

What Optrix unifies

1 Your ERP, QMS, and MES — connected via secure read-only access
2 Documents, SOPs, and email — searchable in the same query
3 Tribal knowledge — captured and cited alongside structured data
4 The general ledger — workbooks that reconcile to your books

ERP

Syspro Epicor Infor ECI JobBOSS QuickBooks NetSuite SAP Sage IFS Microsoft Dynamics 365

QMS

uniPoint ETQ MasterControl

Email

Gmail Outlook

…and more. Each new ERP/QMS stack becomes a productized connector — we build them at no additional cost.

Deterministic workbooks. The same answer, every time.

Chat is for exploration. Workbooks are the source of truth — structured, YAML-defined investigations that run identically every time, reconcile to your general ledger, and drop straight into your monthly review.

  • Reconciliation block that ties to the GL — RMA included, to the penny
  • Date-basis toggle — opened vs. closed, matching how accounting counts
  • Saved views and scope filters per role — QA, ops, finance
  • Per-block records and Excel export, formatted for the review deck
Scrap Rework Supplier scorecards CAPA tracking On-time delivery
Workbooks / Scrap / Apr 1 – Apr 30 Reconciled to GL
$14,463.00
Scrap · 38 NCs
$5,766.00
Rework · 21 NCs
$0.00
GL variance
NCPartWork centerCostStatus
NC-1042TRA-N-K007224Centerless grinding$2,450.50Closed
NC-1038SSD792500CNC turning$1,120.25Open
NC-1036T-M517Heat treat$3,200.75Closed
NC-1031U-J-LY0890-1038Assembly$847.00RMA
NC-1027D-841Surface grind$1,950.75Closed
Saved view: Monthly quality review · opened-date basis · export to Excel

Start with cost truth. Expand across the plant.

Already digital enough. Ready for an operating layer.

QA managers

NCs, CAPAs, and defect patterns — reconciled to the books and surfaced before they become recalls.

Plant operators

Part history, routing data, and operator insights — one question away, from anywhere.

Purchasing teams

Supplier scorecards, vendor-credit claims, and incoming inspection trends. Data-backed negotiations.

Plant leadership

Weekly cost digests, on-time delivery, CAPA effectiveness. One source of truth for the whole operation.

We went from a 20-minute QMS query to a 20-second answer — and the scrap numbers reconcile to our GL to the penny. The team finally trusts the data.

NA
Nick Anderson
President, Belden Universal

Remote-first. Enterprise-grade.

Deployed over a secure tunnel. No plant visit required. No data leaves your infrastructure.

Fully remote deployment

SSH tunnel, automated data pull, no one sets foot in the plant. Live in weeks, not 120 days.

Provably correct AI

Eval infrastructure with LLM-as-judge, router fallback, and schema-lockstep. Not a liability — a moat.

Access control

Role-based permissions, SSO integration. Every query authenticated, every answer traceable.

Connector library

Reusable per-stack integrations. Each new ERP/QMS combination becomes a productized asset, not bespoke work.

Frequently Asked Questions

Can't find your answer? Contact us.

What is Optrix?
Optrix is the remote-first AI operating layer over the software systems a manufacturer already runs — ERP, QMS, MES, documents, and email. It unifies your data into one source of truth, lets every role ask in plain English, and surfaces deterministic workbooks that reconcile to your books.
How fast is onboarding?
Weeks, not months. We connect remotely via a secure tunnel with read-only access, map your schema, and deploy the connector. No data migration, no plant visit, no 120-day implementation. A new customer on a known ERP/QMS stack is live in weeks.
What does "reconciles to the books" mean?
Our workbooks tie scrap and rework costs to your general ledger to the penny, RMA-inclusive. The numbers match your WIP Part Billings report. This is finance-grade — your CFO can sign off on them.
What systems do you connect to?
Anything software-reachable: ERP (Syspro, SAP, and others), QMS (uniPoint, and others), MES, SQL databases, documents, email, and tribal knowledge captured as documentation. We deliberately don't do PLC/sensor/camera taps — that's the floor, and remote-first can't do it well.
Can I trust the AI answers?
Workbooks are deterministic — same query, same answer, every time. Chat is exploration, workbooks are the source of truth. We run dual eval harnesses (LLM-as-judge + schema-lockstep) and reconciliation is the public trust signal. Provably right, not plausibly right.
Does Optrix take actions?
With human approval. Optrix can draft the CAPA, the PO, the supplier-credit claim — cited, approvable, and always with a human in the loop. Action is never autonomous; it's decision support first, human-approved action second.
How does the pilot work?
We onboard your ERP/QMS stack remotely, stand up the reconciliation-led product, and give you full access. No commitment. You'll see time-to-answer, reconciliation accuracy, and monthly-review time saved within the first month.

Ready for an operating layer?

Live in weeks. Numbers that reconcile. No plant takeover.