Foundry · Fully managed data orchestration

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 your single source of truth, fully managed by RevenuePoint. Live dashboards for every role. AI analysis on demand. Agents that propose, get approved, and execute across your systems — every action logged, attributed, reversible. Otto, your AI analyst, answers in plain English. Fully managed by RevenuePoint.

Schedule a 30-minute demoView pricing

Two-week sprints, milestone-paced · Your single point of contact at RevenuePoint · Foundry comes with the data team.

OEE Anomaly Watcher

WatcherProduction · all lines
Continuous · 5-minute windows

Recent runs

Success

99%

Avg

1.4s

Last

3m ago

Next

continuous

The pain

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/wk

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.

Three layers

Connect. Illuminate. Act.

The three layers of orchestration. The whole platform is one service, fully managed.

Layer I

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

Layer II

Illuminate

Analyze and visualize across every system at once.

  • Live dashboards and metric trees for every role
  • AI analysis on demand — specific numbers, clear next steps
  • Cross-system trends and anomalies no single tool sees

Layer III

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.

The platform

Foundry, in five modules.

Each module solves one piece of the orchestration problem. The whole platform is one service, fully managed.

Fig. 02Foundry Platform — module showcase
ActSystem Execution

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.

F
Search Otto, Lens, Prism…
3
Ask OttoSK

Actions

Orchestration Board

Human Review
high
PioneerRx
Approve
Reject
Queued
Running
Done

Interactive · pick a module to explore

Blueprint · the business map

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

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • SAP
  • SAP Business One
  • NetSuite
  • QuickBooks
  • Xero
  • Shopify
  • Stripe
  • 8x8
  • RingCentral
  • Microsoft Teams
  • Zoom
  • Slack
  • Mailchimp
  • Zendesk
  • ADP
  • PioneerRx

+ 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

COOVP OperationsPlant ManagerSupply Chain Director

Systems it connects

SAPSAP Business OneQuickBooksSalesforceMES

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 growing-business 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 continuously, 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 — every action logged, every change reversible.

Watcher

Monitors systems and fires when conditions breach thresholds.

Processor

Reads inbound work, validates it, and creates the right records.

Scheduler

Runs on a cadence. Compiles the briefing and delivers it.

Responder

Reacts to events in seconds — halts, notifies, escalates.

OEE Anomaly Watcher

WatcherProduction · all lines

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.

Continuous · 5-minute windows

Recent runs

Success

99%

Avg

1.4s

Last

3m ago

Next

continuous

Inbound PO Processor

ProcessorSales · SAP Business One

Reads incoming EDI and email purchase orders, validates against customer master + credit line, and creates sales orders in SAP with ship-date confirmation.

On receipt · continuous

Recent runs

Success

98%

Avg

3.1s

Last

1m ago

Next

continuous

Weekly Production Review

SchedulerOperations · Leadership

Compiles OEE, throughput, scrap, and downtime across all lines for the past week. Delivers a plant-manager briefing with anomaly callouts every Monday.

Mondays at 6:00 AM

Recent runs

Success

100%

Avg

52s

Last

2d ago

Next

in 5d

Home Feed — what those agents produced this morning

Operations · COURIER

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 · Monday

OEE avg

74.3%

Throughput

847 u/day

Scrap

2.4%

Downtime

14.2 h/wk

Sales · AGENT ACTIVITY

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 · today

Customer

Pacific NW Construction

Line items

5,000 × SKU-2847 @ $0.42

Ship

Tacoma DC · 2026-04-10

Decision time

1.5 seconds

Production · RADARCRITICALActive

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 · overnight

Scrap 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.

Fig. 04Actions Explorer — every step recorded

Emergency Steel PO — Kraft Metals $47K

Human ReviewHigh riskSAP Business OneSendGridCourier
Raw Material Shortage Watcher·requested 8m ago

What Will Happen

Cold-rolled steel sheets at 36h runway against active production orders. Emergency PO to Kraft Metals for 12 sheets at $47K with expedited ship-date confirmation. Needs plant manager approval before release.

Execution Steps

Draft PO in SAP Business One

SAP Business One
pending

Send PO to Kraft Metals

SendGrid
pending

Notify plant manager + procurement

Courier
pending

Agent Rationale

Inventory sync at 05:42 showed 14 sheets on hand against 4 active production orders consuming 22 sheets over the next 72 hours. Kraft Metals has 98% OTIF over the past 12 months and can ship within 24 hours of PO. Alternate vendor (Global Metals) would take 72 hours and run 6% higher.

Data Changes

CreatePurchase Order · PO-9201SAP Business One
Vendor

Kraft Metals

Line item

12× Cold-rolled steel sheet (SKU CR-4821)

Value

$47,040 ($3,920/sheet)

Ship

24h expedited

SendVendor order confirmationSendGrid
Recipient

[email protected]

Subject

PO-9201 · Expedited · ship today

Created

Apr 24 · 05:42

Action window

12h to avoid line impact

Awaiting plant manager sign-off. Second-choice vendor ready as fallback.

Interactive · pick an example to walk through

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.

01Detect

Agent watches

02Decide

Otto drafts actions

03Approve

Human gates risk

04Execute

Steps run across systems

05Audit

Every change logged

Human Review

Emergency Steel PO — $47K Kraft Metals

High
Raw Material Shortage Watcher
SAP Business One

Cold-rolled steel at 36h supply. Emergency PO to Kraft Metals with expedited ship-date confirmation.

SO-14821 Credit Release — Cascade Metals

Medium
Credit Hold Responder
SAP Business OneQuickBooks

$82K sales order sitting on credit hold. Aging cleared last night — releasing after verification.

Scrap RCA Ticket — Line 3 Shift-3

Medium
OEE Anomaly Watcher
MESSalesforce

Scrap rate spiked 340% above baseline at 02:00. Creating RCA ticket for QC team with correlated signals.

Queued
Running
Done

Customer ETA Notification — PO-8834

Low
Inbound PO Processor
SalesforceSendGrid

Meridian Packaging PO confirmed with ship date 2026-04-29. Sending automated customer update email.

2.1s

Shift-Handoff Briefing — Day → Night

Low
Shift Handoff Scheduler
Courier

Shift-change briefing with OEE deltas, open quality flags, and maintenance queue. 5 recipients.

850ms

Line-2 MRO — Belt Replacement WO

High
Line Down Responder
SAPMES

Line 2 Bethlehem halted at 14:45 — belt tension fault. Creating maintenance WO, notifying plant manager.

48s

Emergency Steel PO — $47K Kraft Metals

High
Raw Material Shortage Watcher
SAP Business One

Cold-rolled steel at 36h supply. Emergency PO to Kraft Metals with expedited ship-date confirmation.

3.2s

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.

Fig. 06Lens — dashboards, reports, metric trees

Vantage Industrial · Lens

Plant Operations · Last 30 Days

7d30dYTDExport PDF

OEE Avg

76.8%

▼ -2.4pp

Goal: ≥ 80%

Scrap Rate

2.3%

▼ +0.4pp

Goal: ≤ 2.0%

Throughput

4.12M u

▲ +3.0%

Goal: 4.00M u

Daily OEE by line · Last 30 days

Line 1Line 2Line 3

Throughput by SKU family

Industrial Fasteners34%
Hydraulic Components22%
Safety Equipment18%
Cutting Tools14%
Raw Materials12%

Scrap % by Line (target ≤ 2.0%)

Line 1
1.8%
Line 2
3.9%
Line 3
2%
Packaging
1.4%
Finishing
1.6%

goal 2.0%

Interactive · sample data shown

OTTO

Ask Otto anything.

Otto is your AI analyst, plugged into every business object in Blueprint. Reasons, cites, renders — and proposes the next best action, scoped and reviewer-approved before it executes. Pick a prompt to see it run.

Fig. 07Otto — AI analyst, plugged into Blueprint

Otto

· COO · Plant Operations

Ask Otto anything…

Interactive · pick a prompt to run

PRISM

AI-generated reports. On demand, ready when you ask.

Pick a report template. Prism pulls the data, analyzes, writes the narrative, and renders the charts — delivered to your inbox as PDF. 30+ templates across Finance, Sales, Operations, Production, and Supply Chain.

Fig. 08Prism — on-demand AI reports, by template

Monthly Production Scorecard

CompletedOperations

Prism is generating your report…

  • Querying your data warehouse
  • Analyzing patterns and trends
  • Writing narrative and building charts

30+ templates · Finance · Sales · Ops · Production · Supply Chain

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.

Search Salesforce
SalesAccounts ∨Contacts ∨Opportunities ∨Reports ∨
M

Account

Meridian Packaging

EditNew Case

Type

Customer

Industry

Construction

Annual Rev

$218K

DetailsRelatedActivityNewsFoundry

Account Owner

Marcus Torres

Phone

(503) 555-0182

Billing Address

1204 Industrial Way, OR

Rating

Warm

Foundry

AR aging · $47.2K

Out-of-Stock Responder · 2m ago
Ask Otto about this account…

Salesforce · Home Feed widget + Otto docked to every Account page.

Dynamics 365· Sales Hub
Search
+ NewSaveQualifyAssignEmail a Link

Lead · Open

Pacific NW Construction — Q2 Renewal

Qualify
Develop
Propose
Close

Name

Chris Nelson

Company

Pacific NW Construction

Owner

Thomas Jones

Est. Revenue

$340,000

Close Date

2026-04-22

Foundry · Prism

Predicted 24-mo CLV

$620K

2.3× avg

Generate full CLV report
Metric tree

Dynamics 365 · Prism forecasts + metric trees on every Lead.

Microsoft Teams
Search
# otto-analyst· Posts
SK

Sarah Kim · 9:14 AM

@otto what's our AR aging this week?

Otto Bot · 9:14 AM

Foundry · Prism

AR aging this week · $312K

0–30d $212K60+d $78K
Download PDFOpen in Foundry
TJ

@otto generate Q1 P&L summary

Microsoft Teams · Otto @mentions, chart replies, action chips — no app-switching.

Slack
RevenuePoint · Search
# finance12 members
SK

Sarah Kim9:14 AM

/otto pipeline review

Otto APP9:14 AM

Foundry · Lens

Q1 Pipeline · $1.84M

Weighted

$1.12M

Avg deal

$230K

Win rate

31% ▲

View in LensShare

Saved to #finance · exported to PDF

Message #finance

Slack · /otto slash commands, rich blocks, shareable reports.

88x8 Work · Contact Center
Search contacts · calls · recordings
CN

Chris Nelson

VP Procurement · Pacific NW Construction

Foundry · Cold-call brief
auto-generated 4m ago

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.

SAPFiori · S/4HANA
Search

Sales Order

SO-14821

·

Pacific NW Construction · 5,000 M10 Steel Hex Bolts

In ProcessNet 30Ship · 2026-04-10
GeneralItemsPartnersBilling
ItemMaterialQtyPriceValue
10SKU-2847 · M10 Hex5,000$0.42$2,100
20SKU-3021 · Washer Kit5,000$0.08$400
Total$2,500
Foundry · cross-system

Customer has $34.2K overdue in QuickBooks

INV-4821 · 78 days late · Net 30

YTD Revenue$186K
Credit remaining$13.8K
Salesforce ownerMarcus Torres
Recommended action

Place a credit hold on this SO until Meridian's overdue AR clears.

Flag for Human Review

SAP Fiori · cross-system alerts + agent-recommended actions on every order.

Security & Compliance

Enterprise-grade security, built in from day one.

Foundry was built for growing businesses 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

SOC 2

Type II controls audited annually

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.

Visit trust.revenuepoint.com

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 [email protected].

Category gap

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 lists at $140,000 a year and still requires a data engineering team to run it. Foundry starts at $2,500 a month — fully managed by RevenuePoint.

CapabilityFoundryDomoThoughtSpotDataSelfBI 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✓——✓✓

Engagement

Two-week sprints. Live in 4 to 8 weeks. Here’s how.

i

Discover

Before the contract, we learn your systems, goals, and data sources. No scope surprises — we quote based on what's actually there.

ii

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.

iii

Launch

Your team gets Foundry Portal access. We walk through every capability live. From this point forward, RevenuePoint manages everything.

iv

Evolve

Your single point of contact and a project manager handle ongoing improvements — new dashboards, new agents, monthly review calls. Foundry grows as your business does.

Schedule a working session

See Foundry connected to systems like yours.

Schedule a 30-minute demo. We'll show you Foundry connected to systems like the ones your business runs on, with sample data the buyer at your role would actually look at.

Schedule a 30-minute demo