You probably need this if…
- Someone spends hours a week copying data out of invoices, POs or emails.
- Your support team answers the same forty questions repeatedly.
- You have years of documents nobody can search.
- You've piloted a chatbot that couldn't see any of your actual data.
- Leadership is asking what your AI plan is and the honest answer is “a trial.”
What's in scope
Document intelligence
Invoice, receipt and purchase-order capture, OCR with validation, classification and routing into the ERP with exception handling for the cases that need a human.
Agentic workflows
Agents that read your ERP and act in it — drafting quotes, triaging tickets, chasing overdue approvals, reconciling exceptions — with clear boundaries on what they may do unattended.
Retrieval over your own knowledge
Search and question-answering grounded in your contracts, SOPs, tickets and product data, with citations back to the source document.
Support and helpdesk automation
Ticket classification, suggested responses, SLA monitoring and escalation.
Forecasting and decision support
Demand, cash-flow and inventory signals derived from your own transaction history.
Guardrails and evaluation
Access control so agents see only what the user may see, audit logs of every action taken, evaluation sets to measure accuracy, and a defined human-approval threshold.
How we approach it
- 1
Identify
Find the two or three workflows where volume and rules make automation genuinely worth it.
- 2
Pilot
Narrow scope, measured against a human baseline.
- 3
Ground
Connect to your real data with proper permissions.
- 4
Harden
Guardrails, audit logging, fallback paths and monitoring.
- 5
Scale
Extend to adjacent workflows once accuracy holds.
Yours at the end of the engagement
- Working automations in your own environment
- Prompt and agent configuration in your repository
- Evaluation datasets and accuracy reporting
- Audit logs
- A documented escalation path when the agent is unsure
Relevant experience
CRM AI agent integrated with Odoo, with data pipelines and automation built on n8n, Meltano and Metabase (Germany).
Invoice OCR and partner-autocomplete integrations running against live ERP accounting data.
Automated helpdesk triage and SLA reminders within Odoo.
Common questions
Will our data be used to train a model?
No. We build on models and deployments where your data isn't used for training, and we'll document exactly where each piece of data goes.
What if the agent gets something wrong?
Everything financial or customer-facing runs with a human approval step until accuracy is proven on your own evaluation set. Agents log every action, so mistakes are traceable.
Can this run on our own infrastructure?
Parts of it, yes — document processing and retrieval can run self-hosted. We'll be straightforward about the quality trade-off where one exists.
Isn't it early to invest in this?
For the core ERP, we'd say be selective. For document capture and support triage, the economics are already clear and measurable.