Your ERP holds the answers. Getting them out takes too long.
Customer service needs a ship date. Sales wants to know if a configuration has been built before. The plant manager wants to know which work orders are behind. Each question waits on the one person who knows the right saved search.
- Routine order questions route through one or two ERP power users
- Custom report requests pile up in an IT or consultant backlog
- POs, supplier confirmations and quotes are re-keyed manually
What we build
ERP connector for AI
A secure connection, typically an MCP server, that lets AI query your ERP within defined permissions and answer with record links.
Document intake
Reads customer POs and supplier confirmations, extracts the fields, and stages them for entry after a person checks them.
Cross-system handoffs
Moves data between ERP, CRM and other tools on defined rules, with logging and an exception queue.
Role-based assistants
Assistants for customer service, planning or finance, each limited to the data that role needs.
How it works
Step 1: Scope access first
By role, we define what the AI can read, what it can write and what it can never touch. Nothing connects until that's agreed in writing.
Step 2: Build the connector
The connector enforces those limits. Read-only comes first. Write actions are added one at a time, each with an approval step.
Step 3: Pilot with one team
One team, a defined set of questions and tasks. We measure usage and accuracy and fix what doesn't work.
Step 4: Operate and expand
Under our Operate retainer, we monitor the connection, tune responses and add roles as your team asks.
Systems we connect
- NetSuite and QuickBooks
- Other manufacturing ERPs, scoped during Discovery
- Salesforce and HubSpot-class CRMs
- Microsoft 365, SharePoint and Google Workspace
- ADP for labor and headcount data
- Plant-floor data sources (MES, historians), read-only and scoped during Discovery
Reference
Related work outside manufacturing: for a regional contractor, we built an MCP server that lets staff query Trimble Viewpoint Vista, their construction ERP, in plain language within defined permissions. It's the same architecture we'd apply to a manufacturing ERP.
Questions COOs and IT leads ask
Can the AI change data in our ERP?
Only for specific actions you've approved, with a person confirming each one. Most projects start read-only.
Do you connect to machines on the plant floor?
We can read plant-floor data where it's useful and safe, scoped in Discovery. We don't write to machine controls.