Platform · How It Works

Connect every ERP.
Enrich every record.
Act on what matters.

Marquis IQ is the action-centric data platform purpose-built for multi-ERP manufacturers. Certified ERP connectors, automated master data enrichment, industry-expert analytics, and AI-powered Actions that assign work to named owners. Managed for you. No data team required.

Marquis IQ · Data Sources
Connected Data Sources All systems synced
ERP Connections
Dynamics 365 Business Central
Plant 1. Chicago, IL
● Connected
2 min ago
Sage 100
Plant 2. Indianapolis, IN
● Connected
4 min ago
Epicor Kinetic
Plant 3. Columbus, OH
● Connected
4 min ago
4.2M
Records synced
94%
Data quality score
1
Record per entity
Customer master: 12,847 records deduplicated across 3 ERPs
Supplier master: 3,241 records normalized and scored
Item master: 8,104 SKUs matched across sites
At a glance

Connect, enrich, analyze, and act

Step 1
Connect
Certified connectors pull live data from every ERP in your environment. No IT project. No custom extract. Most go live in days.
Step 2
Enrich
LLM-powered mastering cleans, matches, and normalizes every customer, supplier, and item record across every site and ERP.
Step 3
Analyze
IQ Modules surface pricing, margin, inventory, and operational analytics. Works natively with Power BI, Tableau, and Excel.
Step 4
Act
Alerts, assignments, and accountability tools turn dashboard findings into decisions your team can track and close out.
How it works

Four steps from raw ERP data to board-ready answers

Most customers are running live dashboards within weeks of their first call. Here's exactly what happens at each step.

Step 1
Connect
We connect directly to your ERP. No IT project. No custom extract.

Marquis maintains certified connectors for every major manufacturing ERP. We handle the connection, the schema mapping, and the incremental sync. We maintain it when your ERP updates. Your IT team doesn't write a single line of code. Most connections go live in days, not months.

Your IT team stays in control of identity, access, and security review throughout. We handle the integration and platform maintenance. Your team approves the connection, governs who sees what, and retains full oversight through Microsoft Entra SSO and role-based access controls.

Marquis reads from your ERP. It does not replace it. Your ERP remains your system of record for all transactions, purchasing, and financial data. What Marquis does is consolidate and analyze that data across every ERP in your environment, making it visible and actionable in ways a single ERP cannot. When Marquis numbers differ from your GL in early weeks, that gap is almost always data quality or timing — and resolving it is part of the onboarding process. Your ERP closes the books. Marquis tells you why the numbers moved and where to focus.

Microsoft Dynamics Sage Epicor NetSuite Acumatica SAP Infor + custom & legacy
How the connection works
Connection method. Cloud ERPs (NetSuite, Acumatica, Dynamics 365 BC/F&O) connect via vendor APIs. On-premises ERPs (Epicor, Sage 100/300, Infor) use a lightweight read-only database connection. No data leaves your network until you have reviewed and approved the connection configuration.
Network requirements. On-premises connections use a secure outbound tunnel — no inbound firewall rules or open ports required. For cloud ERPs, Marquis connects through the same API your ERP vendor provides to any authorized integration.
Access level. Marquis is provisioned read-only access to a defined set of operational tables: orders, invoices, inventory, purchasing, and production records. We do not write to your ERP, and access is scoped to only the tables required for the modules you activate.
Step 2
Enrich
Your master data, unified and authoritative, not trapped in Excel

Raw ERP data is messy by design. "Acme Corp," "ACME Corporation," and "Acme Corp." are three records in your system, one customer. And behind the scenes, someone owns an Excel file that's the real master. Marquis Enrich replaces all of it. We normalize and deduplicate every foundational entity across every source ERP: Customers, Suppliers, Items, Warehouses, and operational Calendars, holiday schedules and fiscal periods that make date math meaningful. One authoritative master record per entity, continuously updated, maintained in Marquis IQ. Every IQ Module you activate runs on this foundation.

For items and parts, enrichment goes further. A large language model reads descriptions like "M8 x 1.25 Hex Head Cap Screw Zinc," "HEX CAP SCR M8X1.25 ZN PLT," and "Screw hex zinc M8" and understands what each one actually is. Duplicates are resolved by meaning, not string matching. Taxonomy is applied. Your item master becomes one clean, classified list instead of the concatenation of every system you've ever acquired.

Customer Master Supplier Master Item Master Warehouse Master Calendar & Holidays LLM-powered deduplication Continuous sync
Step 3
Analyze
Pre-built IQ Modules, your existing BI tools, and AI-generated briefs for every record

We don't force you to abandon the tools your team already works in. Marquis connects to your existing Power BI or Tableau environment, serves connected Excel templates your finance team already knows, and provides IQ Modules: pre-built analytics for manufacturing teams who need answers today, not after a months-long BI build.

And across every entity in the platform, IQ Insights generates a plain-English brief: data quality, risk, and performance. Written by a large language model from the enriched record. Not a dashboard your team has to interpret. A written assessment they can act on.

IQ Modules (pre-built) IQ Insights (AI briefs) Power BI Tableau Connected Excel Marquis IQ Web
Step 4
Act
IQ Insights reads the data. Actions make sure someone owns the action.

Most analytics platforms stop at "here's what happened." Marquis IQ goes further. For every customer, supplier, item, and transaction in the platform, IQ Insights generates a plain-English assessment: data quality findings, risk rating, performance summary, and recommended actions, written by a large language model from the enriched record.

From that brief, Actions are created: specific tasks assigned to a named user, with context already attached. A collector whose top account is paying 30 days later each quarter. A buyer whose A-item hasn't been reordered in 45 days. A category manager whose supplier just raised costs across the board. Actions don't wait for someone to build a report and find the problem. The model finds it, writes it up, and puts a name on it.

IQ Insights (generative AI) Actions (action tasks) Named ownership Cross-module Finance Inventory Procurement Sales
Enrich

One authoritative master.
For every entity your business runs on.

When you acquire a business running a different ERP, you inherit their data mess: five spellings of the same customer, part numbers that don't cross-reference, supplier names entered by hand in 2007. And behind the scenes, someone is maintaining a master list in Excel, the real system of record for foundational data no ERP owns cleanly. Marquis Enrich replaces all of it automatically.

Every entity gets a confidence score. Your team can review, override, and enrich records directly in Marquis IQ. The master lives in our platform, continuously updated and auditable, not in a spreadsheet that walks out the door when someone leaves.

Customer Master
Deduplicated customer records across every ERP. One record per customer, with clean hierarchy, industry classification, and revenue history attached.
Supplier Master
Clean supplier records with normalized spend data, category taxonomy, and performance history. Ready for AP analytics and procurement reporting.
Item Master
SKUs matched across sites, with consistent descriptions, units of measure, and cost rollups. Margin analysis is finally comparing apples to apples.
Warehouse Master
Clean facility and location masters across every site. Standardized codes, location hierarchies, and capacity data, the foundation for multi-site inventory and operations analytics.
Calendar & Holidays
Operational calendars and holiday schedules maintained per site and region. Accurate lead time calculations, delivery windows, and period-over-period comparisons, no manual spreadsheets.
Raw ERP records → one golden record
BCACME Industrial Corp
SageAcme Ind.
EpicorACME INDUSTRIAL CORPORATION
GPAcme Industrial Corp.
Marquis deduplication & scoring
ACME Industrial Corp
Golden Record
Match confidence 97%
ERP sources
4
Master record
1
Connected Analytics

Access your data the way your team actually works

We don't force you into one tool. Marquis connects to the workflow your team already has, and adds pre-built modules for the work no one has time to build from scratch.

IQ Modules

Pre-built analytics modules purpose-built for manufacturing. No BI configuration required. Deploy Pricing IQ, Inventory IQ, Operations IQ, and more as add-ons to your core platform. They run on your data, on your schedule.

Pricing IQ · Inventory IQ · Cash IQ
Operations IQ · Cash IQ · Procurement IQ
Add-on pricing. Activate only what you need.
Power BI & Tableau

Already invested in Power BI or Tableau? Keep it. Marquis connects directly to your existing BI environment, serving clean, pre-modeled data so your team can keep building in the tools they know, with data they can trust for the first time.

Live connection to your Power BI workspace
Tableau Server and Tableau Cloud supported
Pre-modeled data layer. No modeling required.
Connected Excel

Finance teams live in Excel. Connected Excel templates pull live data from the Marquis data layer directly into the spreadsheets your team already works in. Close packets and board decks update automatically instead of being rebuilt from scratch each month.

Live data refresh. No manual export.
Pre-built close packet and board deck templates
Works with Microsoft 365. No add-in required.
IQ Modules

Pre-built analytics for every function

IQ Modules are purpose-built add-ons that activate on top of Marquis IQ core. Each module is a complete analytics or workflow solution, deployed in days on your data.

Analytics IQ Periodic reports your leadership team reviews. Board-ready, ERP-sourced.
Add-on
Finance

AR aging, DSO trends, collections performance, and cash conversion in one place. Know which customers are paying late, which aging buckets are growing, and what's at risk before it becomes a problem.

Learn about Cash IQ
Add-on
Inventory

Inventory turns, days on hand, slow movers, and stockout risk consolidated across every site. Ops and finance finally working from the same inventory picture, without a weekly reconciliation call.

Learn about Inventory IQ
Add-on
Pricing

Price-volume-mix analysis that breaks every margin move into three components, by customer, product, and end market. When the PE sponsor asks "why did margin change?" this answers it before the question is asked.

Learn about Pricing IQ
Workflow IQ Daily operational tools your team opens every morning. Not reports. Live work tools.
Add-on
Operations

SQDCP scorecard, on-time shipment, daily order triage, and production capacity across every site, in a single morning view. The tool your operations team opens before the shift starts. Lateness buckets, capacity alerts, and past-due ownership in one place.

Learn about Operations IQ
Add-on
Procurement

AP analytics, supplier scorecard, and spend visibility by category and vendor, across every plant. Know who you're buying from, what you're paying, and where you have leverage before your next contract renewal.

Learn about Procurement IQ
Add-on
Sales

Actions surface customer churn automatically using statistical behavior analysis, then create assigned actions in Marquis IQ or your CRM. Rolling forecast, daily sales flash, and TAM attainment for sales teams that need to know where revenue is going before the quarter is over.

Learn about Sales IQ
Security & Governance

Built for enterprise security.
Runs on Microsoft infrastructure.

Microsoft Entra SSO

Single sign-on through your existing Microsoft identity provider. No new credentials for your team to manage. Access is controlled through the system you already run.

Role-Based Access Control

CFOs see financials. Ops sees backlog. No one sees what they shouldn't. RBAC is configured per user, per module, per data set. Sensitive data stays in the right hands.

Data Residency

Your data stays in your region. We run on Azure infrastructure with configurable residency so your IT and compliance teams can verify exactly where data lives and how it moves.

Audit Trail & Governance

Every data change, every user action, fully logged. Your IT team has the audit trail they need for compliance reviews, and your data governance team knows exactly what changed and when.

Request a Security Overview
Why Marquis?

Built for one vertical.
Deeply.

There are dozens of data platforms. None of them were built for a PE-owned manufacturer running three ERPs across five plants. Marquis was.

01
Purpose-built for multi-ERP manufacturers

Generic BI tools assume clean data and a single source system. PE-owned manufacturers have neither. Marquis was designed from the ground up for the acquisition environment: multiple ERPs, inconsistent data, no data team. It solves for that specifically.

02
Certified connectors, not one-off extracts

Every ERP integration is a certified, maintained connector. Not a custom extract your IT team built on a Friday that breaks when the ERP patches. When Dynamics updates, our connector updates. Your team doesn't touch it.

03
Zero data engineering headcount required

We handle the connection, the normalization, the data quality, the model, and the maintenance. Most customers go live without hiring a single data person. The platform manages itself. Your team just uses the output.

04
Live in weeks, not a 6-month implementation

From first call to live dashboards in weeks. No months-long data modeling project. No requirements gathering marathon. Certified connectors, pre-built IQ Modules, and a team that knows your ERP means you're running faster than you expected.

Ready when you are

See the platform working in 30 minutes

Schedule a demo and we'll show you the full platform running on real manufacturing data. You'll see the ERP connection flow, the data quality layer, and the IQ Modules most relevant to your team. Bring your finance, IT, and operations leads. We'll answer every question they have.

No commitment. No sales pressure. We'll tell you honestly if we're the right fit.