AI Integration
Bring AI to ERPNext — grounded in your own data.
Ask your ERP questions in plain language, connect Claude or ChatGPT to it, or let AI read a document and do the work — all grounded in your records and bound by your existing permissions.
Ways we add AI
Ways AI meets your ERPNext
From a chat window over your data to agents that act on it — we start where the payback is clearest. Three levels; pick where you are.
Ask
An AI assistant inside ERPNext. Department and process heads get operational insights in plain language — no custom reports to build.
Best for everyday ERPNext users who just want answers.
Reach
Connect ChatGPT or Claude to ERPNext via MCP. Management queries team activity and operations from their own AI chat window — and blends ERPNext data with outside sources, without logging in daily.
Best for CXOs and leadership who live in their AI chat.
Act
AI embedded in your workflows that reads a document and does the work — a CV becomes a scored candidate, a JD becomes a structured requisition.
Cut hiring time 60% on our recruitment build.
What we build
AI that does real work in your ERP — not a demo
Features tied to your doctypes, your workflows and your data.
Conversational analytics
Ask your ERPNext data questions and get answers — instead of raising custom report requests.
ERPNext from your AI platform
An MCP connector so Claude or ChatGPT can read authorized data on demand.
Document → Structured data
Parse documents (PDF/Word, with OCR fallback) into real doctype fields: key details, relevant fields, insights, and metrics.
Generation on tap
AI-powered generation of process-specific questions, content, checklists, evaluations, reports, and insights—available on demand.
Scoring & evaluation
Evaluate records against defined criteria, combine multiple data sources, and let scores trigger workflows.
How we keep it trustworthy
AI you can actually rely on
The difference between a demo that impresses and a system your team trusts with real work.
Your permissions, enforced
AI follows your existing Frappe roles — it can't touch data the connected user isn't authorized to see.
Confirmation before it acts
Any sensitive or data-changing action needs explicit user sign-off before it runs.
Fully audited
Query logs and per-user token tracking, so you always know who asked what.
Clear on data flow
Only the relevant messages and ERPNext data go to the AI provider you choose — and nothing else.
How we work
How an AI feature ships
Small, safe and tunable — so it earns its place before it scales.
Start where payback is clearest
One high-volume workflow first — not a boil-the-ocean rollout.
Prompts as config, not code
Stored in Site Config or doctype fields, so you tune behaviour without a deploy.
Swap providers without a rewrite
A single toggle changes model or vendor; whitelisted functions stay the same.
Upgrade-safe by design
We extend Frappe's low-code layer rather than fork core, so a version bump doesn't break the AI.
Under the hood
The stack we build on
Proven building blocks for AI that has to be accurate, permission-safe and affordable to run.
Wondering where AI actually fits in your ERP?
Tell us a high-volume workflow that eats your team's time — we'll tell you honestly whether AI helps, how we'd ground it in your data, and what it takes to ship. No hype.