Implementation of the Month: Inventory governance and financial valuation with automation and artificial intelligence

At InterConnecta, one of the challenges we address most frequently in mid-sized and large enterprises is
inventory management and valuation.

Inventory often represents one of the most significant assets on the balance sheet, but also one of the most
vulnerable when operations grow, become decentralized, and accumulate manual processes.

In scenarios such as financing, auditing, company sales, or generational transitions, this weakness stops
being operational and becomes a direct financial risk.

The starting point: partial visibility and high financial risk

In this implementation, the initial challenge was clear:

Lack of complete inventory traceability
Across warehouses and points of consumption, making it difficult to obtain a reliable view of actual movement.
Recurring manual adjustments
That impacted valuation and forced reactive accounting corrections.
Dependence on static reports
To respond to audits or financial inquiries, increasing response times and internal friction.

The impacts were consistent with what we see across many organizations:

Between 5% and 12% of inventory incorrectly valued.
Up to 20% of working capital immobilized.
Audit processes up to 50% longer.
Potential loss of 5% to 15% of company value in investment or sale scenarios.

The problem was not the system. It was the absence of continuous inventory governance.

The solution: from operational control to intelligent inventory governance

The implementation was designed around three integrated layers:

1) Solid transactional foundation
Zoho Inventory as the core system to ensure consistent, traceable, and auditable records.
2) Advanced analytics
Zoho Analytics as the executive control layer, enabling:

  • Real consumption analysis
  • Deviation identification
  • Turnover and obsolescence control
  • Audit and finance support
3) Operational artificial intelligence agent
AI agent developed by InterConnecta that allows direct interaction with inventory via
WhatsApp, without friction or reliance on manual reports.

What AI agents do in this implementation

Users can:

Check available stock by product and warehouse in seconds.
Review historical transactions without involving the finance team.
Detect operational inconsistencies before they impact valuation.
Identify anomalous consumption patterns.
Obtain immediate answers to questions that previously required manual analysis.

Inventory stops being a “debatable number” and becomes an asset supervised in real time.

Results achieved

After the implementation:

  • 30% to 60% reduction in operational errors.
  • Reduced need for reactive accounting adjustments.
  • Greater confidence from auditors, banks, and investors.
  • Inventory valuation that is consistent, explainable, and defensible.

Conclusion

This implementation demonstrates that the right combination of automation, advanced analytics, and applied
artificial intelligence transforms inventory from a recurring risk into a
financial competitive advantage.

At InterConnecta, we design these solutions not only to operate better, but to protect and maximize the
company’s real value.

Would you like to implement a similar model in your organization?
Speak with an InterConnecta specialist.

Contact Us

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