Vanta-Pilot: Inventory & Finance Co-Pilot

The Inventory & Finance Co-Pilot connects workshop manufacturing efficiency with milestone cashflow protection.

1. Inventory & Workshop Capabilities

CNC Offcut Utilization: Suggests tagged offcut board pieces in Main Store - EHS before carpenters cut new 8x4ft panels for small shelving, fillers, or drawer boxes.
Stock Depletion Warnings: Flags sudden velocity spikes on hydraulic hinges, drawer runners, and edge-banding rolls to prevent project stoppages.

2. Finance & Milestone Billing Capabilities

Milestone Turnaround Risk Assessor: Analyzes customer payment history before workshop begins Phase 2 (40% Delivery) or Phase 3 (10% Retention).
eTIMS & Tax Sanity Pre-Checks: Ensures valid VAT computations and accurate item descriptions before invoices are submitted to the KRA eTIMS engine.

3. How to Use in Desk

On any Sales Invoice, click 🤖 AI Co-Pilot > 🤖 Ask Vanta-Pilot.
Vanta-Pilot performs a real-time risk check and displays whether to proceed with workshop manufacturing or hold pending milestone deposit receipt.