Plex Systems

Automation
Automation
Automation
Automation
Made Easy
Made Easy
Made Easy
Made Easy
with Wrk
with Wrk
with Wrk
with Wrk

Plex Systems offers a cloud-based Manufacturing ERP platform that helps organizations manage production, inventory, quality, supply chain, and compliance in real time. Wrk can enhance Plex Systems by automating the repetitive, manual tasks that often surround manufacturing workflows, such as updating production data, routing approvals, generating reports, and syncing information across systems. By integrating Wrk’s hybrid automation platform with Plex, manufacturers can streamline operations, reduce errors, and maintain accurate, up-to-date data, allowing teams to focus on improving efficiency and driving innovation.

Why Choose Wrk for

Plex Systems
Plex Systems
Automation
Automation

You use powerful apps, but managing growth still creates bottlenecks. Wrk takes those manual tasks off your plate so you can scale without the stress.

Integrate

Plex Systems

with Anything

Wrk turns

Plex Systems

bottlenecks into seamless workflows.

Wrk Turns Manual Tasks into Automations

Wrk handles the busywork

Smarter

Plex Systems

with A.I.

Grow without adding extra headcount

Real Automation Solutions

for
for
Plex Systems
Plex Systems

Automated Inventory Management

Track stock and reorder automatically to prevent delays and reduce costs.

Production managers spend hours consolidating data from multiple systems to monitor output, downtime, and defect rates. Wrk automates this by pulling data from apps like NetSuite for ERP, Shopify for eCommerce production tracking, Excel/Google Sheets for reporting, and MES systems for machine-level data. KPIs are calculated automatically, alerts notify managers of issues, and human oversight ensures quality control for exceptions. Automation saves time, reduces errors, and provides actionable insights to optimize operations.


Key Points:

  • Challenge: Manual consolidation, delayed reporting, limited visibility, and error-prone processes

  • Wrk Solution: Automatic data collection, KPI calculation, exception alerts, human-in-the-loop review for anomalies

  • Impact: Faster, more accurate reporting, real-time alerts for defects or downtime, actionable insights, improved efficiency, scalable across production lines

Inventory Management and Reordering

How Manufacturers Can Achieve Zero Stockouts with Automated Inventory Management

Manufacturers often struggle with manual inventory tracking, leading to stockouts, overstocking, and costly production delays. Wrk automates inventory management by connecting systems like NetSuite for ERP, Shopify for eCommerce inventory, spreadsheets, and supplier communications. Real-time monitoring and automatic reorder triggers ensure materials are always available. AI handles routine exceptions, while staff review unusual or complex cases. Automation frees teams to focus on production efficiency and strategic operations.


Key Points:

  • Challenge: Manual inventory tracking; risk of stockouts; time-consuming purchase orders

  • Wrk Solution: Real-time tracking, automated reorder notifications, AI for exceptions, human review for unusual cases

  • Impact: 90% of tasks automated; stockouts nearly eliminated; faster order processing; scalable across warehouses and production lines

Streamlining Invoicing with QuickBooks

Smart, Simple, and Seamless Invoicing

Manufacturers are under growing pressure to process hundreds of invoices with accuracy and security. Wrk’s AI-powered workflows help businesses streamline their financial operations by automating repetitive QuickBooks tasks. For many clients, manually converting billing data from internal systems into QuickBooks invoices was time-consuming and error-prone. Wrk’s AI-powered workflows:

  • Extract billing details from internal systems or spreadsheets

  • Create and send invoices automatically through QuickBooks

  • Integrate with tools like Dropbox, ServicePal, and Google Sheets


The impact:

  • More than 90% of 1,400 monthly invoices automated

  • 80-90% of time was saved every month

  • AR processing is also more accurate

  • Invoicing time reduced from 4-5 days to 2-3 days

  • Significant error reduction

With Wrk, businesses in any industry can scale their financial operations efficiently and confidently, automating routine tasks to reduce errors, save significant time, and free their teams to focus on higher-value work.

Don’t see your use case? Perfect. The ones no one can automate are exactly the ones we do. Tell us about your use case.

Connect the Tools You Already Use

Frequently Asked Questions


What is PLEX Systems, and why integrate with it?

PLEX Systems is a cloud-based ERP platform designed for manufacturers to manage production, inventory, supply chain, quality, and financial operations in a single system. Integrating with PLEX allows you to automate workflows, eliminate manual data entry, and maintain accurate, real-time information across your teams, streamlining processes such as production scheduling, order management, procurement, and quality tracking.


How does the integration work?

We connect securely to PLEX Systems using its REST APIs and integration framework. When key events occur, such as new orders, part updates, work orders, invoices, or quality events, our platform automatically triggers the appropriate workflow. Automated actions can include task assignment, approval routing, notifications, record updates, document generation, or data synchronization across systems.


What processes can I automate?

With the PLEX integration, you can automate workflows including:

  • Customer onboarding and CRM follow-ups

  • Sales order creation, approval, and fulfillment

  • Production job creation, BOM updates, and shop-floor task management

  • Invoice generation, payment reminders, and accounting updates

  • Inventory, procurement, and supplier alerts

  • Real-time data synchronization between PLEX and other business systems


Is my data secure?

Yes. PLEX Systems provides enterprise-grade cloud security, including encryption, role-based access, and compliance with global standards. Our integration uses secure API connections and follows industry best practices for data protection, privacy, and regulatory compliance.


Will this change how I use PLEX Systems?

No. You will continue using PLEX as you do today. The integration runs in the background to automate repetitive tasks, maintain data consistency, and reduce manual work, without altering your daily ERP workflows.


What do I need to get started?

You’ll need a PLEX Cloud environment with API access enabled. We provide full onboarding and integration support to help you connect your systems and launch automated workflows quickly.


How can I try it?

Schedule a demo with our team. We’ll show you how the integration works and help you deploy your first automated workflow with PLEX Systems, typically in under a week.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

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