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We built this for Traild

AI support that handles AP automation questions, fraud detection inquiries, and ERP integration help — trained on your products and finance workflows.

Traild

Try the Traild AI agent

This agent is loaded with dummy data for a fictional client called Meridian Manufacturing. Give it a test — try asking things like:

  • 💬 "What's the status of my invoice?"
  • 💬 "How does Fortify detect fraud?"
  • 💬 "Which ERP systems does Traild support?"
  • 💬 "Tell me about Traild Pay"
Call (717) 862-7373
AP Automation
Fraud Detection
ERP Integrations
Payment Processing
Invoice Status

Built for what Traild needs

AI-powered support that understands accounts payable, fraud prevention, and ERP system integrations.

AP automation support

Answers questions about invoice processing, approval workflows, payment scheduling, and vendor management in real time.

Fortify fraud detection

Explains how Fortify catches duplicate invoices, vendor anomalies, and suspicious payment patterns before they become losses.

ERP integration help

Guides users through connecting Acumatica, SYSPRO, IFS, NetSuite, SAP Business One, MYOB, and Xero.

Natural conversations

Clients ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues end to end.

Voice + chat + email

Same AI brain across every channel. Clients get consistent answers whether they call, chat, or email.

Deploy in days

This entire demo was built in hours. Your production launch can be just as fast.

How we built this for you

Configured in Lorikeet using your actual products and finance automation workflows.

1

Connected your systems

Trained on Traild's products — AP Automation, Fortify, and Traild Pay — plus your ERP integration documentation.

2

Defined 4 processes

Support processes covering AP workflows, fraud detection, ERP integrations, and payment processing — written in plain English.

3

Added 29 help articles

Product documentation, ERP setup guides, fraud prevention FAQ, and payment troubleshooting — all searchable by the AI.

4

Went live

Chat and voice are working right now. Email and SMS work the same way when you're ready.

Your clients can call too

Same AI, same knowledge — just over the phone. Try asking about invoice status, fraud alerts, or ERP connection issues.

(717) 862-7373

US number · Available 24/7

See exactly what we built

Everything is transparent. Open the sandbox to see the processes, tools, and knowledge behind this agent.

4 AI-powered processes

AP automation, fraud detection, ERP integrations, and payment processing — defined in plain English, not code.

29 help articles

Product docs, ERP setup guides, fraud prevention FAQ, and payment troubleshooting — searchable by the AI in real time.

AI-powered safety

Financial compliance, data security, and accuracy boundaries — all enforced automatically before every response.

Open the sandbox

Ready to go live?

This demo is just the start. Let's talk about rolling this out to your clients.