Finance, Accounting & Inventory ERP财务会计与库存进销存 (NZ 核心)
Core Adaptation重点适配- Xero (NZ GST & Bank Feeds)
- MYOB Business
- Cin7 Core / Omni
- Unleashed Inventory
- Stripe NZ
- Wise Business
- BNZ / ANZ / ASB CSV Feeds
AI OPERATIONS, WORKFLOW AUTOMATION & DATA PLATFORM FOR NZ SMES面向新西兰企业的 AI 运营、自动化流程与数据工作平台
Connect Xero, Shopify, Trade Me, Microsoft 365, Cin7, and legacy web portals in one unified environment. Staff permissions, AI models (GPT, Claude, Gemini), and token budgets are centrally governed—while your company data stays in your own hands.将 AI 对话、独立多账号浏览器、RPA 自动化流程、Xero/Shopify 连接器与可视化 BI 分析打通在同一个工作环境。员工权限、模型额度与账单由企业统一管控,核心数据留在自己手里。
Fetches bank feeds, Stripe fees & GST lines in read-only mode.只读拉取银行流水、通道手续费与 15% GST 税额明细。
Extracts daily stock & wholesale price updates from web portals.在独立登录环境中自动导出在售库存与批发报价表。
Maps fields to native tables; isolates missing tax-code rows.自动转为标准原生表,缺失税号或异常行单独进入待补表。
Publishes cashflow & SKU margin cards; drafts exception digest.自动更新现金流与毛利看板,并向管理层推送异常摘要。
PLATFORMS · NZ BUSINESS STACK平台覆盖 · 新西兰企业软件生态
Out-of-the-box support for New Zealand accounting, e-commerce, inventory, and office suites—plus browser RPA for legacy supplier, freight, and government portals without APIs.重点适配新西兰主流财务、电商、库存 ERP 与日常办公套件;对于没有开放 API 的传统供应商后台、货运清关门户或老旧系统,直接通过内置浏览器流程自动采集。
Actual automation scope depends on your account permissions, login state, and verified pilot boundaries. For unlisted web portals, Prism can automate any authorized page workflow you have permission to access.各平台的实际可用范围取决于企业授权、登录状态与已验收的业务范围。未列出的专属网页后台,均可通过自定义浏览器流程采集您有权访问的业务数据。
AI SCENARIOS · WORKFLOW TO INSIGHT核心场景 · 从取数到决策
Describe the outcome you need—Prism plans the steps, invokes browser or API tools, archives clean spreadsheets, and leaves every critical action auditable.描述业务需求,自动规划、调用连接器与浏览器工具、产出标准化文件与看板,全过程留痕可审核。
Let AI inspect your actual web pages and connected SaaS tools, then lock verified steps into a deterministic workflow. Run on a daily schedule, trigger from inbound emails, or replay across multiple branches.让 AI 探索实际网页与已有连接器能力,把验证过的操作保存成稳定流程。支持定时跑、批量跑,或换一家门店/账号再跑一次。
Stop hunting through desktop folders for CSVs. Collected files are automatically archived by source, store, and accounting period—ready for instant preview, field mapping, and drag-and-drop BI dashboards.采集与上传的 XLSX/CSV 文件按来源与业务期间自动归档。在线预览、字段映射转标准表,或直接交给 AI 生成可视化经营看板。
Platform categories, schedule parameters, and schema versions are saved with every template. Apply verified NZ workflows to new accounts or branches without rebuilding from scratch.平台分类、运行参数与数据口径随模板保存。验证成熟的自动化做法可直接实例化到更多店铺、分支机构或客户账套。
Build a directory of role-specific AI experts trained on your pricing rules, SOPs, and NZ compliance standards. Team members invoke managed sub-agents without exposing raw credentials or losing IP when staff move on.按岗位角色配置专属 AI 专家(财务审计、询盘报价、选品采购、合规文书)。员工通过受管子智能体执行任务并汇总结果,核心知识留在公司。
THREE CLIENTS · ROLE ISOLATION三端分工 · 权限与费用隔离
Staff, company administrators, and PhotonMark delivery engineers each see only what they should. Permissions, credentials, and AI model spend are isolated by role—never dumped into a single shared login.一线员工、企业管理者与平台交付团队各自看到该看的内容。权限、业务数据与 AI 模型费用按角色严格隔离,而不是所有人共用一个账号后台。
Daily execution entry point日常业务执行入口
Governance, security & cost control公司管理与成本控制入口
Local NZ onboarding & custom engineering服务交付与模型渠道入口
CAPABILITIES · 12 MODULES能力清单 · 十二个模块一条链路
Every module references the others natively—no copy-pasting between disconnected chat windows, scraper scripts, and BI tools.模块之间天然打通互相引用,告别在聊天窗口、爬虫脚本和 Excel 之间手工来回搬运数据。
Multi-model chat (GPT, Claude, Gemini) with session history and direct @-mentions for skills, workflows, connectors, and tables.自然语言多模型对话与会话历史,支持按工作区直接引用技能、流程、连接器与数据表。
Isolated browser profiles per store or supplier portal so tasks run in the right login context without sharing passwords.独立浏览器登录环境与平台归属,任务与对应账号关联,减少手工切号与密码共享风险。
Visual pipeline editor combining browser RPA, MCP connectors, data transforms, and AI nodes with cron schedules and diagnostics.可视化流程编排,涵盖浏览器、连接器、数据与 AI 节点,含运行日志、断点诊断与定时计划。
Save verified workflows with platform tags, parameters, and versions to replicate across multiple stores or client entities.平台分类、运行参数与版本随模板保存,把验证成熟的做法快速复用到更多门店或分子公司。
Unified repository for scraped reports and uploaded files, indexed by source and accounting period with instant preview.采集报表与上传文件统一归档,按来源与业务期间索引,支持搜索、在线预览、下载与对话引用。
Convert XLSX/CSV files into versioned native tables with field mapping and drag-and-drop KPI, trend, and margin dashboards.XLSX/CSV 转标准原生表,支持字段映射与版本化加工;指标卡、趋势图与毛利看板可自由布局。
Versioned metric definitions, source evidence links, automated quality checks, and a dedicated Pending Review table for anomalies.版本化指标定义、明确日期粒度與来源证据,自动质量检查并将缺失异常行隔离至待补表。
Role-referenced specialist catalog executed by managed sub-agents so operational know-how stays with the enterprise.技能目录与按角色引用的专家智能体,团队通过受管子智能体执行专项任务并汇总结果。
40+ REST API, MCP, and CLI integrations (Xero, Shopify, M365, HubSpot) with read-only connection tests and role grants.接入 40+ API / MCP 与 CLI 工具(含 Xero、Shopify、M365 等),支持企业账号配置、只读测试与授权。
Centralize raw source files, publish canonical table versions, and audit every external share or revocation.采集原件自动归集、标准表版本发布、预览下载,全链路分享与撤销留痕。
Invite team members, assign role and department permissions, manage authorized devices, and revoke access instantly on departure.员工邀请与激活、角色与部门分组授权、设备管理,员工离职即时撤权。
Wholesale multi-model catalog (OpenAI, Anthropic, Google), per-staff token limits, monthly spend caps, and itemised ledger.官方多模型目录接入、企业选型与员工额度分配,支持 Token 限制、月度封顶与逐笔账单。
HOW WE DELIVER · NEW ZEALAND合作落地模式 · 新西兰本地服务
You don’t need a six-month IT transformation project. We scope your highest-friction daily process, configure the connectors and AI workflows, and hand over a working environment your team can run immediately.不需要动辄半年的重型 IT 改造。我们从您团队每天最耗时的重复操作切入,为您配好连接器、浏览器流程与 BI 看板,验收后再推广到全公司。
Tell us the platforms you use (e.g. Xero, Shopify, Trade Me, Outlook, or supplier portals) and the weekly spreadsheets or admin tasks eating up staff hours. We confirm technical feasibility and fixed pilot scope upfront.告诉我们您在用的平台(如 Xero、Shopify、Trade Me、邮箱或特定网页后台)以及每天重复的报表与操作。我们先行评估技术可行性并给出明确方案。
Our engineering team configures your MCP/API connectors, builds resilient browser RPA flows, maps your XLSX/CSV schemas, and tunes role-based AI skills against your real business rules.我们为您配置专属连接器与浏览器 RPA 流程,完成历史表格清洗与 BI 看板搭建,并根据企业业务规则调优专属 AI 技能。
Run on PhotonMark’s managed ANZ infrastructure or deploy privately in your own cloud. Your admin console controls staff permissions, approved AI models, and monthly spend limits.支持使用 PhotonMark 托管环境或独立部署到您自有的澳新云节点(AWS/Azure)。通过企业管理端统一管理员工权限与 AI 模型月度预算。
GET STARTED · TALK TO OUR NZ TEAM立即开始 · 联系新西兰本地团队
Experience the interactive workbench right in your browser, or tell us about your current systems for a tailored workflow proposal.您可以先在浏览器里直接点击体验 5 步交互式产品演示,或留下您正在使用的系统与需求,获取针对性的落地方案。