The Agentic Business
Operations Platform
configured your way.

Bring AI agents, workflows, custom operations apps, portals, and control tools together on one shared business context. Configure Round Infinity around your processes, rules, approvals, and exceptions so AI can understand, decide, and complete work.

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Custom Operations
Employee Operations
Field Service Operations
Finance Operations
Sales Operations
Service Operations
How It Works

A request enters once.
AI agents execute the workflow across connected systems.

Round Infinity combines the request, business context, rules, and connected systems. AI agents decide the next action, complete routine steps, and involve people when judgment or approval is required.

Step 1
Work Arrives
Voice · Chat · Email · Forms · Portals · Campaigns
Step 2
Context Is Assembled
Customer · History · Policy · Entitlement · Current status
Step 3
Next Action Is Decided
Business rules · AI reasoning · Permissions · SLA
Step 4
Work Is Executed
Update records · Send messages · Create tasks · Route approvals
Step 5
Systems Are Coordinated
CRM · ERP · Payments · Field teams · Employees · Partners
Step 6
The Outcome Is Completed
Resolve request · Collect payment · Update status · Measure result

Custom Operations

AI Agents, the AI Execution Engine, identity verification, and shared platform services provide the trusted context and orchestration core that powers every pillar.

Agentic Workflow Orchestration

Purpose-built for the human side of every case: approvals, escalations, task assignments, and SLA tracking.

AI Agents

Deploy specialised AI agents that understand your operating context and complete work across teams and systems.

AI Execution Engine

Turn a business request or event into governed decisions, coordinated actions, and a completed operational outcome.

Custom Operations Apps

Build custom business applications visually without code: design forms, configure workflows, set permissions, integrate APIs, and deploy in minutes.

Customer 360

Get a complete, unified view of every customer using contextual data from every business application, in one screen.

Customer, Employee & Partner Portals

Compose and publish branded Customer, Employee, and Partner portals by assembling pre-built portlets, no development required.

Document Automation

Automate document creation with template-based generation and digital signatures.

Identity & Verification

Automate identity verification with AI-powered document validation, facial recognition, liveness detection, and AML screening.

Integrations & APIs

Every workflow and application in Round Infinity is automatically REST API-enabled, so you can push and pull data seamlessly with any external system.

Operational Intelligence

Monitor SLA compliance, service performance, and operational health across every application, with out-of-the-box dashboards and a no-code report builder.

Employee Operations

Streamline back-office ops (HR, approvals, expenses, and legal) with AI Agents that have full employee and operational context to act, not just route.

Employee Approvals

Automate multi-step approval processes with intelligent routing, conditional logic, escalations, and real-time tracking.

Employee Asset Lifecycle

Manage employee assets from procurement to retirement with AI-powered auto-PR generation, stock checking, manager approval workflows, and complete audit compliance.

Employee Onboarding

Streamline employee onboarding with automated offer letters, document collection, background verification, asset provisioning, and training workflows.

Employee Service Requests

Streamline employee support with AI-powered service workflows, intelligent routing, and self-service request management across every department.

Legal Service Workflows

Streamline legal operations with structured workflows for requests, AI-powered contract review, approvals, and compliance tracking.

Travel & Expense Management

Automate expense management and travel booking with AI-powered receipt processing and policy validation.

Field Service Operations

Book appointments, dispatch, execute, and close field jobs from customer scheduling to payment collection. Every field event feeds back into the AI context layer in real time.

Appointments & Scheduling

Automate appointment booking and management with intelligent scheduling and reminders.

Asset & Warranty Management

Track customer equipment with complete lifecycle management, warranty tracking, and automated maintenance scheduling.

Dispatch & Work Order Execution

Orchestrate your entire field workforce, from job dispatch to completion, with AI-powered scheduling, real-time tracking, and a powerful technician app.

Field Service Payments

Collect payments on-site during field service visits with mobile payment processing, instant receipts, and automatic invoice generation.

Field Workforce Tracking

Track field technician time, location, and activities with GPS-enabled automated timesheet generation and real-time location monitoring.

Parts & Inventory Management

Manage parts inventory from warehouse to field with real-time tracking, AI auto-PR generation when stock unavailable, barcode scanning, and automated reordering.

Finance Operations

Connect financial close, treasury, reporting, orders, invoicing, receivables, collections, payables, procurement, travel and expense claims, and vendor workflows so AI agents can keep finance operations moving.

Accounts Payable Automation

Automate invoice processing from receipt to payment with AI-powered data extraction and 3-way matching.

Accounts Receivable Automation

Manage invoices, aging, collections, disputes, cash application, and reconciliation in one intelligent receivables workflow.

AI Financial Close

Move from close initiation to certified entities, approved financial statements, and a locked accounting period in one connected workflow.

AI-Native Treasury

See cash across every bank, entity, and currency while AI agents refresh forecasts, reconcile activity, monitor risk, and prepare governed actions.

Order-to-Cash Automation

Turn each customer purchase order into a fulfilled order, an accurate invoice, and reconciled cash in one connected workflow.

Purchase Requisitions

Automate purchase requisitions from field service work orders, employee asset requests, or direct requests with approval workflows and PO generation.

Supplier Contract Management

Draft vendor contracts from a structured clause library. When suppliers send their own paper, AI parses every clause, scores the risk, and flags exactly what needs fixing, before procurement spends an hour reading it.

Supplier Work Management

Give suppliers full visibility into their workload, and your team full control over what gets done.

Vendor Onboarding

Streamline vendor onboarding with automated registration, document collection, AI verification, compliance checks, and approval workflows.

Sales Operations

Connect prospecting, pipeline, forecasting, contracts, orders, online commerce, point of sale, and sales-led payment collection.

AI Prospecting & Follow-Up

When a lead enters, an invoice goes unpaid, or a customer goes quiet, Round Infinity acts first. AI voice calls, WhatsApp messages, and emails go out automatically. Human agents step in only when the AI flags it's needed.

Lead-to-Order

Connect the complete lead-to-order lifecycle, from first contact and opportunity tracking to pricing, quoting, contracts, and confirmed customer orders.

Payments Collection

Automate bulk payment collection with CSV uploads, payment links, AI voice bot and WhatsApp reminders, and comprehensive dashboards.

Sales Contract Automation

Draft new contracts in minutes using structured templates and a pre-approved clause library. When customers send their own paper, AI reviews every clause, scores the risk, and tells you exactly what to fix before it goes to legal.

Sales Forecasting

Know what is likely to close, what is slipping, and where sales leaders need to act before the period is at risk.

Unified Commerce

Give customers one consistent buying experience across online, in-store, pickup, delivery, and assisted sales.

Service Operations

AI-orchestrated service across every channel: voice, chat, email, and in-person. AI Agents resolve with full customer context, not just the open ticket.

AI Agent Workspace

Give service teams one place to understand the customer, act across channels, and resolve work without switching systems.

AI Knowledge & Self-Service

Give customers and employees accurate answers from governed knowledge, then turn unresolved questions into actionable work.

AI Voice & Contact Center

Let AI handle routine calls end to end while agents receive complex conversations with full customer and case context.

Conversation Intelligence & Quality

Turn every customer conversation into searchable evidence, measurable quality, and focused coaching.

Customer Feedback & Reputation

Capture feedback at the right moment, recover poor experiences quickly, and turn customer signals into operational improvement.

Email Automation

Turn incoming email into an understood request, an immediate answer, or an owned ticket with a running SLA.

In-Person Service

Move walk-in customers from arrival to the right counter with shorter waits and clear service visibility.

Omnichannel Messaging

Engage customers instantly with AI across web chat, WhatsApp, Facebook Messenger, Instagram, and more.

Self-Service Portals

Let customers complete common service tasks, access information, and track progress without calling support.

Service Team Collaboration

Enable seamless service team collaboration with @mentions, collaboration requests, and shared inbox visibility across teams.

Ticketing & SLA Management

Convert any customer interaction or business record into structured tickets with intelligent routing and SLA enforcement.