Platform · IQ Insights
IQ Insights

Every record in your ERP,
read and explained
in plain English.

IQ Insights uses generative AI to assess every customer, supplier, item, and transaction in your portfolio: data quality, risk, and performance. It writes a brief that tells your team exactly what to do next.

IQ Insights
Read-only assessment of quality & match signals
Overview
Data Quality
Performance
2.2
Composite Score
Medium Risk
  • Payments averaging 47 days (9 days past contracted terms)
  • Three open invoices above $25K with no collector assigned
  • Order volume down 22% vs. prior 6 periods (churn signal)
  • Primary contact and billing address conflict across ERPs
Customer record spans two ERPs following the 2023 acquisition. Entity match confidence is moderate: legal name in Dynamics does not align with enriched record. Recommend steward review before next collections cycle.

Most analytics platforms show you the numbers.
IQ Insights tells you what they mean.

A CFO preparing for a board meeting shouldn't have to read a dashboard and draw their own conclusions. A collector shouldn't have to reconcile four ERP reports before making a call. IQ Insights reads the data and writes the brief, so your team walks in knowing exactly what they're looking at.

Three Lenses. One Brief.

Every entity. Three angles. Assessed automatically.

IQ Insights generates three assessments for every record in the platform. Each one is written by the model, not templated: the findings reflect what's actually in your data.

Overview

A composite risk score and plain-English summary of the entity's overall standing: payment behavior, order trends, data conflicts, and open flags across every ERP the record touches.

What it surfaces
Composite risk rating with narrative explanation
Cross-ERP conflicts and entity match confidence
Open flags requiring human review
Churn and behavioral signals from order history
Data Quality

A scored assessment of record completeness, enrichment accuracy, and match confidence. The model identifies specific quality gaps and recommends corrective actions your data steward can act on immediately.

What it surfaces
Quality score across identity, address, enrichment, standardization
Match confidence with explanation of uncertainty
Specific findings: entity alignment concerns, legal name conflicts
Prioritized remediation actions, assigned to the right role
Performance

A KPI-grounded narrative that contextualizes the entity's operational performance: on-time rates, fill rates, lead time trends, payment velocity. Written as a brief your team can read in 30 seconds.

What it surfaces
Key performance metrics in one view
AI-written narrative explaining what the numbers mean
Trend direction and period-over-period context
Signals that warrant attention before the next interaction
Platform-Wide

Every entity. Every ERP. One consistent intelligence layer.

IQ Insights isn't a feature bolted onto one module. It runs across the entire Marquis IQ platform: every record type, every ERP in the portfolio.

Customers
Payment behavior, churn signals, order trends, AR aging, and contact completeness across every ERP the customer appears in.
Suppliers
On-time delivery, fill rate, lead time trends, purchase price variance, and terms compliance, assessed per supplier across all sites.
Items & Parts
Inventory health, slow-moving stock risk, duplicate detection across part numbers, and description-level enrichment powered by LLM.
Transactions
Order, invoice, and purchase transaction context: anomalies, pricing drift, and compliance flags surfaced at the line level.
How It Works

From raw ERP data to a written brief, automatically.

IQ Insights runs continuously across your portfolio. No one needs to trigger it. No prompt engineering required.

Pull
Certified connectors pull incremental data from every ERP in the portfolio: customers, suppliers, items, transactions.
Enrich
LLM-powered enrichment reads descriptions, resolves entity ambiguity, and builds one golden master record per customer, supplier, and item.
Assess
The model reads the enriched record: KPIs, quality signals, behavioral patterns. Writes the IQ Insights brief across all three lenses.
Act
From the brief, your team creates Actions: prioritized action tasks routed to the right person, with the context already attached.
From Insight to Action

IQ Insights doesn't stop at the brief. It creates the task.

Actions are the operational actions that IQ Insights generates: specific, assigned, and context-aware. Not a dashboard alert. Not a notification you'll clear. A task with a name on it, a reason behind it, and a due date.

Actions look different depending on where they originate. A Finance Action might be a collector assignment. A Procurement Action might be a supplier terms review. A Data Quality Action might be a steward correction. The model knows the context and writes the action accordingly.

See the full platform
Finance · Collections
High Priority
Meridian Industrial Supply
$84,200 outstanding across 3 invoices. Avg days to pay has increased from 32 to 51 over the last 4 periods. No collector currently assigned.
Assign collector. Contact AP contact on file. Offer 2% discount for payment within 10 days.
Owner: Unassigned
Procurement · Supplier Review
Watch
Apex Fastener Solutions
On-time delivery rate dropped to 71% over the last 6 periods, down from 94%. Lead time now averaging 31 days vs. 19 days contracted.
Schedule supplier review. Pull open PO aging report before the call. Evaluate secondary source qualification.
Owner: Purchasing
AI in Enrichment

The model reads your parts. Not just the part numbers.

String matching catches duplicates when two records are identical. It misses everything else. When "M8 x 1.25 Hex Head Cap Screw Zinc" and "HEX CAP SCR M8X1.25 ZN PLT" arrive from two different ERPs, a rule-based system sees two different items.

Marquis IQ uses LLMs to read the description of every item and understand what it actually is: material, form factor, specification, grade. Duplicates are resolved. Taxonomy is applied. Your item master becomes one clean, classified list instead of the concatenation of every ERP you've ever acquired.

ERP 1 — Dynamics
M8 x 1.25 Hex Head Cap Screw Zinc
ERP 2 — Epicor
HEX CAP SCR M8X1.25 ZN PLT
ERP 3 — SAP
Screw hex zinc M8 1.25mm pitch cap
Master Item · LLM Resolved
Hex Cap Screw · M8 × 1.25mm · Zinc Plated · Grade 8.8
Three records in three ERPs. One master item. Taxonomy applied. Duplicates resolved. No manual review required.

See IQ Insights running on your ERP data.

We'll connect to your system, run your customers, suppliers, and items through the platform, and show you what the briefs look like on your actual data, in 30 minutes.