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 powered by data from your ERP system changes the game.
You get:
Instant insight into your financial data based on the questions you ask.
AI-assisted analysis of results, budgets, and variances, with automatic notifications to relevant team members.
Streamlined manual processes such as month-end closing, board reporting, and dunning procedures, saving time through AI-driven insights.
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
Planning and Installation
We start with a planning meeting where we review the process, schedule the implementation, agree on a licensing model, and discuss your business and unique needs. The better we understand your workflows, the more value your ERP AI Agent can deliver.
Next, we install the agent, set up access to your ERP system data, upload the semantic models, and configure security settings and user roles.
Training and Customization
Once the ERP AI Agent is installed, your participation is required. We will train you on using the agent and writing precise and effective prompts.
Next, you will test the agent to ensure it answers your questions in the correct context. Based on the test results, we will customize the solution to fit your business and specific needs.
Smarter Financial Workflows
With the implementation of your ERP AI Agent, you can work more efficiently and gain insights into your financial data in record time. Manual and time-consuming processes are reduced, while generating reports and analyses becomes effortless.
You now have a solid foundation that can be expanded with additional data sources and extra features, such as automatically creating invoices, credit notes, or other tasks directly within your ERP system.
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
Microsoft Dynamics 365 Business Central
Weighing Solution 365
Trade365
Add-On Solutions
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.
