How to connect AI to an ERP system
AI can be connected to the ERP system you already have – e.g. Business Central, e-conomic, Uniconta, Visma, Tripletex or IFS. Here is how, step by step and under control.
Short answer
AI can be connected to the ERP system you already have – you do not need to switch. The AI reads the data it needs, e.g. customers, products, prices and stock, and can prepare or create things in the ERP according to your rules. The key is to start with one workflow and decide what the AI may read and write.
Which ERP systems can AI be connected to?
Most common ERP systems, for example:
- Microsoft Dynamics 365 Business Central and Dynamics 365 Finance & Operations
- Dynamics NAV (Navision)
- e-conomic
- Uniconta
- Visma (e.g. Visma.net and Visma Business NXT)
- Tripletex
- IFS Cloud
- Odoo
- Oracle NetSuite
How to do it – step by step
- Choose one workflow where time disappears, e.g. customer emails that need to become orders, or invoices that need checking.
- Find the data the AI needs – and where it lives.
- Decide the access: What may the AI only read, and what may it write?
- Build a first version and test it with the employees who know the work.
- Require approval before actions in the ERP until you trust the result.
- Measure the effect and expand to the next workflow.
Typical examples
- Customer emails that become quotes and orders – see AI agent in Outlook.
- Looking up products, prices and stock directly from an email.
- Reconciling invoices and purchases.
- An overview of customers and orders across systems.
How BCT helps
We connect AI to your existing systems – among other things, we have helped Hafslund Kraft move to a modern data platform and IFS Cloud. Our AI agent Relay works with Outlook and the common ERP systems.
Frequently asked questions
Do we need to change ERP system to use AI?
No. AI connects to the system you have.
Can the AI make mistakes in the ERP?
That is why you start with read access and require approval before the AI creates or changes anything.
How long does it take?
It depends on the workflow and your data. Start with a Shadow Walk to get a concrete plan and a fixed price.
In short
AI and ERP fit well together: the ERP has the data, AI can take the groundwork. Start with one workflow, control the access, and let people approve until the solution has proven its value.
Questions, or want to know what this could mean for you? Email me directly or give us a call.
Want to see what it could look like for you?
We are happy to have a no-obligation talk about your day-to-day work and where AI and software can make a difference.
