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PLATFORMS · ACUMATICA

AI agents for Acumatica Cloud ERP

Our longest-standing platform, and where our deepest implementation experience lies.

Open source and cloud agnostic. Built on n8n and Retell AI. No lock in to a stack you did not choose.

DEEP EXPERTISE
CLOUD ERP
Acumatica Cloud ERP
BUILT ON
n8n
Retell AI
Acumatica APIs
Self hosted option
EXPERIENCE

Our Acumatica experience includes:

01
Financial management implementations with complex GL structures and consolidation
02
Distribution operations with multi-warehouse inventory and advanced fulfillment
03
Manufacturing with MRP, shop floor control, and production costing
04
Integration with CRM, e-commerce, warehouse management, and logistics systems
HOW WE BUILD

We build on what you already own.

OPEN STACK

Open source and cloud agnostic

Agents built on n8n and Retell AI, wired to live Acumatica data.

RESTRICTED DATA

Fully self hosted

Nothing leaves your environment. The same architecture that let us serve a category no commercial API would touch.

VOICE

Voice and conversational

Inbound and outbound flows wired to live ERP data, not a static knowledge base.

DESIGN PRINCIPLES

Three choices decide how every agent is built, shipped and governed.

01

Multi-level autonomy, not all or nothing

Every agent ships at a set level, suggest, approve or act, chosen per process. A level is raised only once the evidence from the level below holds up.

Suggest
Approve
Act
02

Why and how, not just what

Each run records the reasoning it followed and the steps it took, so an approver can see why the agent acted and an auditor can retrace how.

Reason trace
Audit log
Rollback
03

Human review at every controlled decision point

Approvals and intervention happen in the experience layer, over a service layer carrying identity, workflow state and audit trail.

Approvals
Intervention
Audit trail
FROM ROADMAP TO RUNNING AGENTS

Prioritize. Pilot. Prove. Scale.

01

Prioritize

Every candidate agent scored on business value against implementation effort. You approve the sequence.

02

Pilot

One agent, one workflow, one success metric. Weeks, not quarters.

03

Prove

Measured against the baseline captured before the pilot. The number either moved or it did not.

04

Scale

The next agents in the queue reuse the integration layer already built and paid for.

Every agent after the first one costs less than the one before it. That is the reason for running this in sequence.

USE CASES

Exception processes we automate on Acumatica

Finance, sales, operations and procurement use cases, each with its own detail page.

View all use cases →
FAQ

Common Questions

Practical answers on running AI agents with Acumatica Cloud ERP.

Which Acumatica editions do your agents work with?

Acumatica Cloud ERP across its editions. We confirm version details for your instance in the first conversation.

How do the agents connect to Acumatica?

Through the standard Acumatica APIs, under a dedicated user with the roles you approve.

Do the agents need a customization package?

Not by default. If a process would benefit from a screen or field change, we propose it and your team decides.

What happens when we upgrade Acumatica?

Agents use standard interfaces, which limits the effect of version upgrades. Upgrade timing is part of the support discussion.

Can we keep our current Acumatica partner?

Yes. The agent works alongside your ERP, and your partner continues to support the ERP itself.

How do we start?

With one exception process. The first conversation covers the process, your Acumatica setup and whether a pilot makes sense.

START A PILOT

Bring us one use case. We'll start the pilot.

Meet with us about the exception process you feel is most relevant and critical to your team. We will scope it with you and start the pilot.