New Introducing Optrix Agents: a proactive teammate for quality and ops

The AI operating layer
for manufacturing

Connect your ERP, QMS, MES, documents, and email. Optrix unifies them into one operating layer across your plant. Ask anything and get an answer in seconds. Every number reconciles to your books. Live in weeks. No plant takeover.

Optrix Workbook: scrap analysis
One operating layer. Every system on the floor. Every plant you run.
20 sec
From a 20-minute query to a cited answer.
Anyone on the team can ask in plain English. No QMS expert required.
$0.00
Scrap and rework reconcile to the GL.
RMA-inclusive, to the penny. The number your CFO signs off on.
Weeks
Live across your systems, fully remote.
Secure tunnel. No plant visit, no rip-and-replace.
New · Agents

Agents that work the floor with you. Not just answer questions.

Chat answers questions. Workbooks hold the truth. Agents go further. They watch quality and ops around the clock, flag what is slipping, draft the fix, and message the right person. Every action waits for your approval.

  • Watch quality and ops continuously, across every connected system.
  • Flag recurring defects and slipping metrics the day they emerge.
  • Draft the CAPA, the PO, the supplier-credit claim. You approve.
  • Message the right person and keep the loop moving.

Rolling out to pilot customers now.

Optrix Agent / Quality & ops watch Live
OD undersize recurring at centerless grinding. 3rd NC on PT-44718 this week.
Flagged
Drafted CAPA-2026-012 for tooling wear, owner assigned.
Needs approval
Messaged J. Rivera: scrap trending up at centerless grinding.
Sent
Supplier-credit claim ready for Allied Grinding Co.
$4,210 to recover

Live in weeks. No plant visit.

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
$18,420
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$25,730.00
GL · WIP Part Billings$25,730.00
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$18,420.00
Rework · 21 NCs$7,310.00
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 $18,420 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. Checked against your records, not guessed.

NCPartCostStatus
NC-1042PT-44718$2,450Closed
NC-1038PT-22085$1,120Open
NC-1031PT-90183$847RMA

Deterministic workbooks

Structured investigations you can rerun any time. 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 your structured data.
4 The general ledger. Workbooks 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 investigations that run the same way 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 for QA, ops, and 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
$18,420.00
Scrap · 38 NCs
$7,310.00
Rework · 21 NCs
$0.00
GL variance
NCPartWork centerCostStatus
NC-1042PT-44718Centerless grinding$2,450.50Closed
NC-1038PT-22085CNC turning$1,120.25Open
NC-1036PT-51703Heat treat$3,200.75Closed
NC-1031PT-90183Assembly$847.00RMA
NC-1027PT-08841Surface 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 insight. 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. The scrap numbers reconcile to our GL to the penny. The team finally trusts the data.”

Nick Sainati
President, Belden Universal

Remote-first. Enterprise-grade.

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

Fully remote deployment

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

Provably correct AI

We continuously test answers against your real records and grade them for accuracy. Reliability you can audit, not hope for.

Access control

Role-based permissions and single sign-on. Every question 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? Get in touch.

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 data, 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 you run in software: ERP (Syspro, SAP, and others), QMS (uniPoint, and others), MES, databases, documents, email, and tribal knowledge captured as documentation. We deliberately don't tap PLCs, sensors, or cameras. That's the floor, and remote-first can't do it well.
Can I trust the AI answers?
Workbooks are deterministic: same question, same answer, every time. Chat is for exploration. Workbooks are the source of truth. We continuously test answers against your real records, and reconciliation to your books is the proof. Provably right, not plausibly right.
Does Optrix take actions?
With human approval. Optrix drafts the CAPA, the PO, the supplier-credit claim. Cited, approvable, and always with a human in the loop. Action is never autonomous. 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.

Hunting for one number across five systems is no way to run a plant.

Put Optrix on your toughest reconciliation problem. Live in weeks. Numbers that reconcile to your books. No plant takeover.