Bringing AI to the Finance Department
So far, AI has primarily been used in customer service, HR, and sales. With our AI Agent for ERP, the finance department now has a groundbreaking opportunity to work faster, smarter, and more accurately than ever before. Imagine ChatGPT – but with direct access to your ERP system.
The value of ERP AI Agent
An ERP AI Agent gives you fast access to knowledge and insights from your ERP system (Business Central or Dynamics NAV 2015 and later) and can be tailored to support use cases such as:
Instant insight into your financial data based on the questions you ask.
AI-powered analysis of product, customer, and department performance.
Streamlined manual processes such as month-end close activities, including account reconciliations and financial statement preparation.
A powerful management tool to automatically generate reports and analyses from a simple prompt.
More than just a chat tool, you get a technical foundation that can be expanded with additional functionality.
Whether you work in controlling, finance, or management, the ERP AI Agent can help you work more efficiently and make data-driven decisions. We have put together a package solution that makes it easy to get started at a fixed price with a clear implementation process.
Getting Started with ERP AI Agent
Start small and scale up
We recommend starting with a single, well-defined use case that delivers clear business value. This allows you to quickly demonstrate the impact of the ERP AI Agent in practice and gain hands-on experience with the solution before expanding it to additional areas of the business.
We start with a workshop where you identify the use case that will serve as the foundation for the implementation. Together, we review the plan, discuss the licensing model, and ensure the necessary access rights and permissions are in place, enabling the ERP AI Agent to be deployed efficiently within your environment.
Security and training
We install the ERP AI Agent for a company in your ERP system and tailor the solution to the agreed use case. We then configure security settings and user access roles and train a key user who will be responsible for creating and managing access for relevant employees.
The implementation concludes with a workshop where we introduce the use case, fine-tune the solution as needed, and help you get up and running successfully. You will receive hands-on training in how to write effective prompts and use the ERP AI Agent, ensuring you realize the full value of the solution from day one.
Smarter Financial Workflows
The ERP AI Agent is deployed with a specific use case, allowing you to quickly gain experience with how AI can streamline processes, free up valuable time, and create measurable value within your finance department.
Once you have achieved your initial results and become comfortable with the solution, we conduct a workshop to identify the next high-impact opportunities. This enables you to build on a strong foundation and expand the ERP AI Agent to new data sources and processes as your needs grow.
The Benefits of an ERP AI Agent
Support for Month-end Closing and Financial Reporting
For many companies, month-end closing, reconciliation tasks, and financial reporting can be a heavy and time-consuming process for the finance department. With an ERP AI Agent, you can automate large parts of this work, making the process both faster and more accurate.
The ERP AI Agent can validate, review, and cross-check data, ensuring reconciliations are precise and efficient. It quickly identifies any discrepancies and reduces the need for manual checkpoints. At the same time, it generates clear reconciliation reports that support further financial analysis.
Additionally, the ERP AI Agent can automatically prepare financial statements based on your chart of accounts and desired level of detail, as well as collect and consolidate financial data for timely and accurate monthly, quarterly, and annual reporting.
The Benefits of a Clear Overview
Analysis and Management Reporting
With an ERP AI Agent, you can quickly generate product, customer, and departmental analyses, as well as management reports that provide a clear overview of your company’s performance. This gives you a solid foundation for making better decisions, responding promptly to changes, and monitoring developments in real time.
The ERP AI Agent can deliver product analyses showing performance, cost structure, and sales trends, enabling you to optimize your product portfolio. It can map customer behavior, segmentation, and profitability, making it possible to develop targeted sales and service initiatives. Additionally, it can compare performance across departments, customers, and products to identify strengths and areas for improvement.
It can also detect trends over time and provide forecasts that support the planning of future initiatives. Finally, it can generate tailored management reports with key performance indicators (KPIs), charts, and tables, offering a strong foundation for strategic decision-making.
Other ERP services
Take control of your operations with an ERP solution that fits your business
Are you ready to streamline processes, improve decision-making, and build a foundation for scalable growth? Then you’ll love our approach. Built on Microsoft technology with AI at the core. If you’re ready to modernize, we’re ready to deliver.
