About ERP AI Agent
Who We Are
ERP AI Agent builds custom AI agents for mid-market companies facing high-volume exception processes in their ERP operations. We focus on the operational bottlenecks where manual coordination consumes staff time, delays decisions, and creates inconsistent outcomes.
We understand how these systems actually work in production environments. We have implemented ERP systems, configured workflows, trained users, and dealt with the exceptions that do not fit standard processes. That operational knowledge shapes how we build AI agents.
Our Background
ERP AI Agent is led by practitioners who have spent their careers implementing and supporting ERP systems in live operating environments. We have worked across Acumatica, NetSuite, Microsoft Dynamics, SAP, and Sage implementations, primarily serving mid-market manufacturers, distributors, and service companies.
Our team includes implementation consultants, business analysts who document exception processes, and developers who build custom integrations within ERP environments.
We have built reusable AI agent frameworks that accelerate new agent development. These frameworks handle common ERP integration patterns, exception workflow logic, and multi-party coordination, allowing us to focus on your specific business rules rather than rebuilding technical infrastructure for each engagement.
Voice AI agents are our particular focus. Most ERP publishers avoid voice capability because it requires different expertise than traditional software development. We see voice as essential for exception processes involving customer communication, vendor coordination, and internal alerts. For instance, when a back order occurs or a quality issue surfaces, voice communication resolves situations faster than email chains.
Why We Focus on ERP AI Agents
The operational pain in mid-market companies lives in exceptions: back orders requiring customer communication, matching discrepancies needing investigation, quality issues requiring vendor coordination. These are high-volume processes that do not fit standard ERP workflows.
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These exceptions share characteristics that make them good AI agent candidates:
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High volume but each requires individual attention
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Clear decision rules but judgment needed for edge cases
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Multi-party coordination across departments or with external contacts
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Time-sensitive but often queued waiting for staff availability
Generic ERP features cannot address company-specific exception workflows. Custom development is expensive and rigid. AI agents provide a middle path: custom logic that adapts to your specific process without requiring traditional software development for every variation.
Our ERP Experience
Acumatica Specialization
We specialize in Acumatica Cloud ERP but work with companies running NetSuite, Microsoft Dynamics, SAP, Sage, and other mid-market ERP systems.
Our Acumatica experience includes:
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Financial management implementations with complex GL structures and consolidation
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Distribution operations with multi-warehouse inventory and advanced fulfillment
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Manufacturing with MRP, shop floor control, and production costing
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Integratfulfilmention with CRM, e-commerce, warehouse management, and logistics systems
For other ERP platforms, we work with your existing implementation partners or directly with your IT team. Our AI Agents integrate through standard APIs and work within your existing security and access control model.
What matters is understanding your operational process and exception handling requirements, not just technical integration mechanics.
How We Work With You
We start by understanding your current exception process: who handles it, how decisions get made, where coordination breaks down. We are not looking for generic "inefficiencies." We are identifying specific bottlenecks that consume disproportionate staff time or create inconsistent outcomes.
We build agents for your specific workflow. Your back order process might involve checking three warehouse locations and offering product substitutions. Someone else might focus on expediting from vendors and negotiating delivery dates. Both are valid. Agents need to match your actual process.
Agents integrate with your existing ERP, CRM, and other systems through standard APIs. We do not require system changes or data migration.
Your team needs to understand how agents make decisions and when to override or escalate. We provide training and knowledge transfer so your team runs agents, not creating ongoing consulting dependency.
Who We Work With
We work with mid-market companies ($20M-$1B revenue) in North America who run established ERP systems and face specific, high-volume exception processes consuming disproportionate staff time.
Good fit characteristics:
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Established ERP system with stable core processes
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Specific exception types (collections, back orders, quality issues, etc.) consuming 8-15 hours weekly
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Processes that require you to make calls to external parties
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Clear decision rules but enough complexity that each exception requires attention
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Multi-party coordination involved (internal departments, customers, vendors)
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Current manual process creates delays or inconsistent outcomes
Less good fit:
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Companies still stabilizing core ERP implementation
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Generic "we need AI" interest without specific process pain
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Expecting complete automation with no human oversight
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Very small exception volumes (less than 20-30 monthly)
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Highly variable processes without definable decision patterns
We are selective about engagements. If your situation is not a good match for AI agents, we will tell you directly rather than proposing something that will not deliver results.
What Makes Us Different
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Operational Knowledge:
We understand ERP exception processes because we have implemented the systems and dealt with the exceptions. This is not theoretical. We have configured workflows, trained users, and handled escalations.
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Voice Capability:
Most exception processes benefit from voice communication (customer calls, vendor coordination). We build agents that can conduct natural conversations, not just send emails. This is where ERP publishers do not go.
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Human Oversight:
We design agents to assist your staff, not replace judgment. Complex situations escalate. Strategic accounts get human attention. You control decision thresholds and escalation rules.
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Honest Positioning:
We are direct about what works and what does not. If your process is not suitable for agents, we will say so. If you need different capabilities, we will point you to better alternatives.
Getting Started
If you are facing specific operational bottlenecks where exception handling consumes staff time and creates delays, we can help you evaluate whether AI agents make sense for your situation.
Discovery conversation includes:
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Understanding your current exception process and pain points
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Evaluating whether agent approach fits your specific situation
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Discussing implementation approach and timeline
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Reviewing similar use cases and expected outcomes
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Determining if this is a good mutual fit
No obligation, no sales pressure. We are looking for situations where we can deliver measurable improvement, not every possible engagement.