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

One Workspace to Automate
Daily Operations & Business Data
一套工作台
管住企业日常流程与经营数据

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。

PhotonMark Prism · Enterprise Operations Workbench (NZ Edition)企业 AI 运营与自动化工作台(新西兰版) NZ Privacy Act Aligned支持企业独立部署
Active Pipeline: Daily Xero + Shopify + Trade Me Reconciliation & Margin Pack正在运行:Xero + Shopify + Trade Me 每日自动对账与毛利看板 Scheduled · 06:30 NZST定时执行 · 06:30 NZST
01 · MCP / API140 ms
Pull Xero & Shopify Payouts拉取 Xero 与 Shopify 结算单

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。

02 · Browser RPAIsolated Session
Sync Trade Me & Supplier Portal抓取 Trade Me 与供应商门户

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。

03 · Schema Enginev2 Snapshot
Clean XLSX & Quality Audit表格清洗与数据质量校验

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。

04 · Sub-AgentClaude / GPT
Generate Executive BI & Alerts生成经营看板与 AI 诊断

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。

Reconciled MTD (NZD)本月已核对营收 (NZD) $184,920.00
Net Landed Margin综合到岸毛利率 36.8%
Admin Time Saved每周节省人工整理 14.5 hrs / wk
  • 12 Core Capability Modules核心能力模块
  • 40+ NZ & Global Connectors本地与国际连接器
  • 3 Role-Isolated Clients角色隔离端
  • Supports Private Deployment & Local Data Ownership支持企业独立部署与自有数据归集

PLATFORMS · NZ BUSINESS STACK平台覆盖 · 新西兰企业软件生态

Built Around the Tools Kiwi Businesses Actually Use先说清楚,覆盖哪些系统与平台

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。

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

E-Commerce, Marketplaces & Trade电商零售、本地交易与跨境供应链

Multi-Channel多渠道协同
  • Shopify & Shopify Plus
  • WooCommerce
  • Trade Me Storefront
  • Amazon AU / NZ
  • NZ Post / CourierPost
  • Mainfreight Portal
  • 1688 / Cross-Border Sourcing

Office Workspace, CRM & Marketing日常办公、客户管理与营销投放

MCP & Graph API连接器直连
  • Microsoft 365 (Outlook / Excel / SharePoint)
  • Google Workspace (Gmail / Sheets / Drive)
  • HubSpot CRM
  • Salesforce
  • Slack & Microsoft Teams
  • Google Ads & Meta Ads
  • TikTok for Business

Legacy Web Portals & Custom Workflows传统网页后台与无 API 系统自动化

Browser RPA浏览器自动化
  • Wholesale Supplier Portals批发供应商查价门户
  • Customs & Freight Tracking清关单证与货运追踪页面
  • Property & Council Portals物业与市政公开信息查询
  • Asian Collaboration (Feishu / WeCom / DingTalk)华人企业协同 (飞书 / 企微 / 钉钉)

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

Delegate Repetitive Work to Governed Workflows把重复的活交给流程,把审核权留给人

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。

Combine Browser RPA, APIs & AI in One Pipeline描述需求,构建跨系统自动化流程

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。

  • Browser nodes, MCP/API connectors, spreadsheet transforms & AI nodes浏览器节点、API/MCP 连接器、表格转换与 AI 处理节点自由编排
  • Full execution logs, failure diagnostics & breakpoint resume完整运行记录、失败断点诊断与一键续跑
  • Read-only default mode with human-in-the-loop approval for external writes默认只读安全采集,涉及外部写入(如创建账单/发信)支持人工复核
See Automation Studio in Action →在演示台体验自动化流程 →
Workflow Studio · Node Pipeline自动化工作台 · 节点运行状态 v2 Verified已验收流程
1. Outlook / Gmail Quote Attachment Watcher Extracts PDF/XLSX RFQ tables from customer emails every 15 mins每 15 分钟自动提取客户询价邮件中的 PDF/Excel 明细表
Done · 1.2s
2. Cin7 / Supplier Portal Stock & Price Lookup Checks warehouse availability & tier pricing via API + Browser RPA通过 API 与浏览器自动核查实时库存与阶梯批发价
Done · 2.4s
3. Draft Xero Quote & Notify Sales Rep Creates draft quote with 15% NZ GST and posts summary to Teams/Slack自动生成带 15% GST 的 Xero 报价草稿并推送通知
Awaiting Review待人工确认

THREE CLIENTS · ROLE ISOLATION三端分工 · 权限与费用隔离

One Platform, Three Governed Perspectives一个平台,三种角色,各管各的账与权

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。

01 · STAFF WORKBENCH

Employee Workspace员工工作端

Daily execution entry point日常业务执行入口

  • AI chat grounded in authorized company tables & storesAI 对话工作台,按权限引用店铺、报表与知识库
  • Isolated browser sessions for bound store & portal accounts独立登录环境绑定店铺与门户账号,免手工找密码
  • Run scheduled or on-demand automation workflows一键运行或定时执行获授权的自动化流程
  • Build visual BI dashboards from archived spreadsheets基于归档表格制作拖拽式经营看板
02 · COMPANY ADMIN CONSOLE

Enterprise Admin Portal企业管理端

Governance, security & cost control公司管理与成本控制入口

  • Staff onboarding, role groups & instant offboarding revocation员工邀请、部门角色分组授权,离职即时撤权
  • Centralized MCP/API connector credentials & read-only tests企业级连接器账号统一配置与只读安全测试
  • Assign approved AI models (GPT, Claude, Gemini) & monthly token caps分配可用 AI 模型(GPT / Claude / Gemini)与员工月度额度上限
  • Itemised model usage ledger & centralized company data archive逐笔模型费用账单与企业采集原件统一归集
03 · MANAGED OPERATIONS

Delivery & Model Gateway官方运营与定制交付端

Local NZ onboarding & custom engineering服务交付与模型渠道入口

  • Tenant provisioning, private cloud deployment & SLA monitoring企业独立部署(AWS/Azure 澳新节点)与租户开通
  • Multi-model upstream routing & transparent wholesale pricing多模型高可用渠道接入、智能路由与透明计费
  • Custom NZ workflow template & MCP connector development定制开发专属行业自动化模板、RPA 脚本与 MCP 连接器
  • Version updates, schema acceptance & audit delivery records版本升级、业务口径验收与交付留痕记录

CAPABILITIES · 12 MODULES能力清单 · 十二个模块一条链路

Twelve Integrated Modules, One End-to-End Chain从取数、清洗、分析,到权限、计费与定制交付

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。

  1. 01

    AI WorkbenchAI 工作台

    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。

  2. 02

    Portal & Store Binding店铺与门户绑定

    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。

  3. 03

    Automation Studio自动化工作台

    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。

  4. 04

    Template Center模板中心

    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。

  5. 05

    Data Vault数据中心

    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。

  6. 06

    Spreadsheet & BI Engine表格导入与 BI 看板

    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。

  7. 07

    Metrics & Data Quality指标口径与数据质量

    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。

  8. 08

    Skills & Sub-Agents技能与专家团

    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。

  9. 09

    MCP & API Connectors企业连接器

    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。

  10. 10

    Company Data Assets企业资料归集

    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。

  11. 11

    Staff & Permissions员工与权限管理

    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。

  12. 12

    Models & Billing Control模型路由与费用管控

    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

Start with One High-ROI Workflow, Scale Across Your Business从一条高价值自动化流程开始,快速验证见到成效

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。

Step 01 · Free Assessment第一步 · 免费流程诊断

Workflow & Data Bottleneck Audit梳理现有系统与重复动作

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。

Step 02 · Pilot Build第二步 · 定制配置与联调

Custom Flow, Connector & BI Setup交付可运行的流程与经营看板

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。

Step 03 · Governed Rollout第三步 · 团队上线与独立部署

Team Training, Token Caps & Private Cloud权限分配、额度管控与私有部署

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

Ready to Automate Your Team’s Most Repetitive Workflows?想看看您的业务能怎么用 AI 提效?

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。