One piece of software for the whole business. Not just the office.
Mail intake, invoicing, orders, production, inspection planning and audits in one system. Plus an assistant that works alongside every employee.
Invictix AI grew out of our own practice: first for consulting and holdings, then step by step for the shop floor. The platform stands, the modules are built. What is missing now is a business that hardens it in daily use. That is why we are looking for five pilot companies.
See the pilot programmeEight areas that come up every day in a metalworking business. Each block carries a status note, so you know what you can use on day one and what is still growing.
Mail intake and incoming invoices
Every email and letter lands in a mail log, gets classified and routed to the right place. Invoices automatically go through review: matched against the order and goods receipt (three-way match), approved below a threshold without manual work, everything else goes to manual approval.
An invoice that matches its order is ready for payment run without anyone having touched it.
Customers, quotes, orders, sales invoices
Companies and contacts, inquiries, quotes, orders, delivery notes, invoices, credit notes, dunning. Sales invoices also as XRechnung and e-invoice. Incoming payments are matched to invoices.
From quote to payment, one process, not three spreadsheets.
Production and shop floor
Production orders with operations and bills of material, terminal feedback on the shop floor (shop floor data collection via QR code), capacity and detailed scheduling, tools and presetting, nesting, subcontracting, goods receipt, inventory, post-calculation per order.
You see in the evening what the order actually cost, not at month end.
Inspection planning and quality
Inspection characteristics per part and operation, a control plan with separate plans for first samples and series, measured values with tolerance evaluation, SPC, FMEA, first article inspection per PPAP with all 18 elements, complaints. Measuring equipment management with calibration history.
The control plan steers the inspection on the shop floor. The measurement record is created while measuring, not afterwards at a desk.
Audits and certification management
A dedicated module for ISO certifications (9001, 14001, 45001, 27001): certificate with validity period and certification body, the full three-year cycle of initial certification, surveillance audits and recertification. Internal and external audits are planned and carried out; findings (major/minor/observation) automatically create a corrective action (CAPA). Plus a competency matrix, training planning and management review. Material certificates (2.2, 3.1, 3.2) per batch come on top. What is still missing: welder qualifications, welding procedure specifications, and evidence specifically for DIN 2303.
The next customer audit has its date, its checklist and its open actions in the system, not in a binder.
A personal assistant for every employee
Every employee has their own assistant in the system: it knows the page you are on, has access to the data that employee is allowed to see, and remembers what you told it. It writes the morning briefing and flags what needs attention.
Searching, summarising, asking around – the assistant does it. The employee decides.
Holdings and acquisitions
Candidates and deals in one pipeline, documents evaluated with AI support during due diligence, KPIs of the companies in one cockpit, early warning on deviations. This is the part Invictix itself works with.
An owner with several businesses sees all of them on one page.
Approvals, documents, printing
Multi-stage approvals with deadlines, document storage, print templates for quotes, delivery notes, invoices, NDAs and privacy notices, digital signature, payment QR code on the invoice. Every change is logged.
Who approved what and when is in the system, not in an email from three weeks ago.
The assistant at the workstation. The software on the shop floor.
These are the two points where Invictix AI differs from ordinary back-office software. Both are built, neither has been proven in daily use at an outside business yet. That is exactly what the pilot is for.
One assistant per employee, not one bot for everyone
The plant manager asks about the backlog on the milling machine, accounting asks about open invoices above the threshold, sales asks about the last quote sent to a customer. Everyone gets their answer from their own data. The assistant never performs an action the employee could not perform themselves.
- Own conversations and memory per employee. What you tell it once, it remembers next time.available
- Knows the page you are on: module, record, entry. Suggestions match the situation.available
- Morning briefing and alerts : what is due today, what is stuck, what came in since yesterday.available
- Privacy before the language model : personal data is masked before every call.available
- Time saved per workstation in your business.in progress
Honestly: the assistant runs at Invictix itself today. How much time it saves in your business is something we measure during the pilot, not beforehand on a slide.
From production order to inspection record
Digitising the back office is not enough if the control plan still hangs in a binder and the material certificate sits in a box. That is why production, inspection and evidence live in the same software as quotes and invoices.
- Production orders, operations, terminal feedback (shop floor data collection), capacity planning, post-calculation.available
- Inspection characteristics, control plan (first sample / series), measured values, SPC, FMEA, PPAP , complaints.available
- ISO certification (9001/14001/45001/27001) : cycle, audits, findings, automatic CAPA.available
- Material certificate 2.2 / 3.1 / 3.2 per batch , mandatory certificate per part, batch blocked without one.available
- Competency matrix and training planning per employee and position.available
- Welder qualifications, welding procedure specifications (WPS), evidence for DIN 2303 as a dedicated module.planned
What exists today covers ISO audits under 9001 & co. and inspection planning in the sense of the automotive frameworks (IATF control plan, PPAP). The defence-specific evidence under DIN 2303 is something we build together with a pilot company that genuinely needs it.
The software has come far, but it grew up inside our own business. A business with its own shop floor, its own customers and its own inspectors will find things we cannot. That is why we are looking for five pilot companies. Not free, but at a significantly reduced price. We name the figure in the initial call.
pilot companies, then the round is closed. We are looking for metalworking companies (machining, forming, structural steel), 9 to 250 employees, ideally with customers in the defence supply chain or on the way there. The owner or plant manager has to want to be part of it; it does not work without a shop floor.
What you get
- The complete platform, all building blocks, set up for your business.
- On-site rollout, not a webinar. Shop floor first, office second.
- A direct line to development: what you need gets built, not written into a wish list.
- A pilot-period price well below the later list price.
What we need from you
- Real processes: orders, invoices, control plans, certificates. No test data.
- One hour every two weeks with plant management and the office: what is stuck, what is missing.
- Patience at the points that are not finished yet. We tell you beforehand which ones those are.
- An honest verdict after the pilot, ideally as a reference too.
Real screenshots from the live system (our own test instance, no customer data) – still without entered records, the way a new business would see it on day one.
Cockpit. KPIs at a glance: open tasks, pending approvals, overdue receivables and payables, companies in the group.
Production orders. Production orders with status and priority filters, one click on "New order" is all it takes.
AI incoming invoice. Upload a supplier invoice – the AI reads the supplier, amounts and line items from ZUGFeRD PDF or XRechnung automatically.
Measuring equipment & calibration. Calibration status per IATF 16949 / DIN EN ISO 10012: due, overdue and blocked equipment at a glance.
IMS audits. Audit programme, findings and certificate status in one view; the audit plan builds itself from the certification cycles.
Assistant in context. The assistant knows the page you are currently working on and answers questions about exactly that module.
- All building blocks, number of users as needed.
- Setup and data migration from Excel, a legacy system, or paper.
- On-site rollout, separate training for the office and the shop floor.
- Ongoing development, updates without downtime.
The price is stated in the proposal, not on the website. It depends on the number of users and hosting type (own server or hosted by us). Pilot companies pay a significantly reduced rate for the pilot period.
Price in the initial call.
The software runs on your own server or hosted by us; either way, data is kept separate per company. Language models only ever see masked data. Every change is logged. Exporting your data is possible at any time, including for a switch.
For whom: owner-managed metalworking companies with 9 to 250 employees who no longer want to run the back office and the shop floor separately. Especially relevant if customers demand evidence that today lives in a binder: certificates, inspection records, audit findings, personnel certifications. Not a fit for businesses looking for finished standard software without any involvement. Invictix AI is still too young for that today, and we would rather say so upfront.