AI Inventory Data Reconciliation Agent

How Cassidy automates inventory reconciliation using AI

Step 1: Trigger on inventory event or scheduled sync

The Workflow activates when your ERP or WMS posts a transaction—receipts, picks, transfers, adjustments—or runs on a scheduled cadence to capture baseline snapshots and backfills.

Step 2: Normalize and harmonize data

Cassidy pulls inventory records from both systems, normalizing SKUs, UOM conversions, lot/serial attributes, location hierarchies, and status mappings to create a unified view for comparison.

Step 3: Run reconciliation and detect variances

The Agent compares on-hand quantities, statuses, and valuations at the item/lot/location level, flagging mismatches and classifying them by type—quantity delta, status inconsistency, UOM mismatch, or cost variance.

Step 4: Classify root cause and recommend action

Cassidy analyzes transaction sequences, scan logs, and historical patterns to tag the likely root cause—receiving error, backflush timing, integration failure, or master data drift—and recommends the next-best action.

Step 5: Auto-resolve or escalate with Human-in-the-Loop

Within-tolerance variances are auto-posted with correct movement types and reason codes. Larger or regulated exceptions route to Inventory Control, Finance, or QA with side-by-side evidence and approval workflows.

Step 6: Generate audit trail and period-close reports

Cassidy logs every adjustment, approval, and message replay with full who/what/when traceability, and exports reconciliation reports tying ERP stock ledger to WMS on-hand and GL for period-end close.