Zing InsightBot – Acumatica Intelligent Analytics Bot
ABOUT THE CLIENT
Zing InsightBot is an intelligent analytics bot integrated with the Acumatica ERP platform using a Connected App (Zing InsightBot). This connected app securely links the Acumatica instance with Zing InsightBot through Acumatica's APIs, enabling real-time and controlled access to ERP data without impacting system performance or security. Users can ask natural language questions related to inventory data, and the bot responds with in-depth analytical insights—not only retrieving raw data from Acumatica but also processing and interpreting it to provide meaningful business analysis.
CHALLENGES
Multiple Screens & Static Reports
Decision-makers often navigate multiple ERP screens or rely on static reports to get insights.
Dependency on IT & Consultants
Organizations depend on IT or consultants for reports or Generic Inquiries.
Manual Analysis
Manual analysis across multiple Acumatica screens is time-consuming and error-prone.
Report & Dashboard Overhead
Significant effort is spent creating and maintaining reports and dashboards.
Reactive Reporting
Management often operates in a reactive reporting mode rather than proactive decision-making.
SOLUTION
Architecture & Integration
Zing InsightBot is integrated with Acumatica using a Connected Application that leverages REST APIs and OData endpoints. The Connected App is registered within Acumatica, enabling secure, token-based communication. The integration follows a loosely coupled architecture with no direct dependency on Acumatica UI or custom code deployment in the ERP instance.
Authentication & Security
OAuth 2.0 authentication with client_id and client_secret; time-bound access tokens refreshed via refresh tokens; all API communication over HTTPS for data encryption in transit.
APIs & Data Processing
Inventory module integration uses REST API endpoints (Inventory Items, Warehouses and Locations) and OData endpoints for analytical queries. Use cases include on-hand quantities across warehouses, historical inventory movement analysis, and valuation and cost trend analysis. Data is normalized and aggregated in Zing InsightBot's analytics layer with advanced filtering, grouping, and time-series analysis—detecting slow-moving and fast-moving items, overstock and stock-out risks, and seasonal demand patterns.
Visualization & Interaction
Analytical results are presented using bar charts, line graphs, and trend curves. Users can ask follow-up questions for deeper drill-down analysis without additional configuration in Acumatica (no GI or report creation required).
Scalability & Extensibility
The same Connected App framework can be extended to Sales Orders, Purchasing, Finance, and CRM. Modular endpoint consumption allows phased rollouts with minimal rework.
BUSINESS IMPACT
Faster Decision-Making
Real-time insights into inventory health, trends, and risks with no dependency on IT or consultants for reports or Generic Inquiries.
Improved Inventory Control
Early identification of slow-moving, excess, or stock-out-prone items; better demand planning and optimized working capital.
Reduced Operational Overhead
Eliminates manual analysis across multiple Acumatica screens and reduces effort spent creating and maintaining reports and dashboards.
Data-Driven Conversations
Visual insights (graphs and trends) make complex data easy to understand and enable informed discussions across operations, supply chain, and finance teams.
Strategic Impact
Better visibility into operations; management moves from reactive reporting to proactive decision-making; ERP adoption increases through simpler and more intuitive data access.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Utility
Empowering a Multi-Location Operations Leader with Acumatica Mobile ERP
Our client, a regional industrial supply company with multiple locations across the Midwest, faced mounting complexity in daily operations. Managing inventory, approvals and service updates required constant coordination between warehouse, field and leadership teams.
Utility
Dynamic Flex ServiceScheduler for Managing Site-Based Service Requests
The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to:
- Faster quote finalization
- More accurate service scheduling
- Improved user satisfaction and operational agility