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AI ERP
Goods, money, and people in one app on the company's data. The agent does the entry, calculations, and paperwork.
A purchase order becomes a sales order, and the work order, shipment, and invoice follow from it.
The agent reads faxed and emailed purchase orders and enters the sales order with items, quantities, contract prices, and the ship date. It pulls terms and the credit balance from the customer record.
Every receipt and issue posts to the ledger as it happens. At month end the ledger closes with count variances and safety-stock shortfalls flagged, and the agent writes the adjustment journals with it.
From each sales order, the agent schedules production back from the ship date and writes the work order with the BOM explosion and material requirements. Orders short on material are flagged.
Bank feeds, cards, and EDI invoices become journal entries and are reconciled as they arrive. The agent files sales tax and payroll tax returns and records each confirmation.
As Chase and Amex transactions arrive, the agent writes the journal entry with the account and the counterparty, and every morning matches them against entries already on the books.
From three days before close, the agent checks open journals, uninvoiced shipments, and unmatched deposits every morning and works the list down. Depreciation and inventory valuation post when their turn comes.
Sales tax and payroll tax filings are prepared from the books and filed on the agency portal. The agent then picks up the confirmation number and receipt and records them in the tax module.
Onboarding documents become HR records, and payroll and PTO are calculated from them. The agent writes pay stubs and employment letters.
The agent reads the offer letter, I-9, W-4, and direct deposit form and creates the HR record with department, pay rate, withholding, account, and benefits elections, then opens the E-Verify case and sends the enrollment files.
From the closed time records and HR data, the agent calculates pay, withholding, FICA, 401(k), benefits, and PTO payouts into the payroll register and flags the lines that fall outside the rules.
When an employee asks in self-service, the agent issues the employment verification, W-2 reissue, or pay stub from the HR record and delivers it by email and text. The signature follows the company's delegation rule.
Bank, card, and EDI activity become journal entries.
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