MarineBot

MarineBot is an advanced AI solution designed to revolutionize the Marine industry through automation and intelligent technology.

It provides cutting-edge tools for the sales and brokerage pipeline, marine service operations, chartering, financial management and data analysis, enabling marine professionals to optimize business activities with automation, precision and efficiency.

MarineBot is ideal for marine professionals, including Yacht\Marine sales and brokers, Maritime servicing providers, Charter operators, and Marine Insurance providers who require reliable and innovative solutions to streamline their workflows.

MarineBot has an external 'self-service' client facing bot that embeds directly into your existing website, and an internal (admin style) AI Agent\Chatbot that serves internal users by offering the ability to initiate commands and ask questions in natural language.

MarineBot will search your inventory and guide them to the right Sales representative. Existing customers can search and schedule their service. Charters can be arranged and scheduled without any human intervention. Marine Insurance can be automatically quoted and managed. Sales activity and financials can be tracked via a suite of business intelligence dashboards.

With seamless integration with your existing CRM and back-end financial systems, MarineBot is a holistic next generation digital operations platform leveraging the latest Microsoft AI technologies that you probably already own (Microsoft 365).

AI Agent Embedded in your Website

MarineBot presents a customer-facing AI Agent (Bot), powered by the latest Microsoft AI technologies, to serve as a customer self-service assistant seamlessly embedded in your existing website.

The MarineBot AI Agent allows customers to:

• Enquire about Yacht\Boat new sales, brokerage and servicing using natural language.
• Book scheduled service appointments directly through your website.
• Book charters and check availability.
• Request quotes for Marine Insurance.
• Ask natural language questions about your sales, inventory, products and services.

This conversational interface provides an intuitive, always available customer experience — while automatically syncing enquiries and bookings into backend systems for immediate processing.

The MarineBot AI Agent integrates with existing CRM and financial systems (such as Xero), ensuring that each customer interaction is recorded, tracked, and financially accounted for.

Integration with Xero Financials

To reduce manual accounting work, we implemented seamless bi-directional integration with Xero.

This allows for:

• Automated cost allocation from service and parts transactions.
• Real-time invoice creation and reconciliation.
• Synchronized financial reporting across operations and finance.

The result is a fully connected ecosystem where every sale, service, and transaction is automatically reflected in the company’s financial records — ensuring accuracy, compliance, and efficiency.

AI-Driven Business Intelligence Dashboards

MarineBot provides a suite of business intelligence dashboards tailored to management and operational teams.

These dashboards consolidate data from front-end CRM and back-end operational systems (can integrate with most existing systems), Xero and service scheduling systems, providing a single source of truth for decision-making.

Key dashboards include:

• Customer and Operations Overview: Real-time visibility of sales activity, service bookings, and customer engagement.
• Sales Performance Dashboards: KPIs and metrics per salesperson, with trend analysis and forecasting.
• Financial and Cost Analysis: Automated revenue tracking and cost-to-service ratios integrated directly from Xero.
• Operational Forecasting: Predictive insights on service demand, inventory needs, and staffing requirements.