Services · AI
AI for ERPNext
We make ERPNext AI-enabled. Read supplier invoices automatically, ask questions about your business in plain language, forecast stock and reconcile banks faster, with your data kept private.
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ERPNext already holds your orders, stock, accounts and customers. AI makes that data easier to use: it reads documents so nobody has to type them, answers questions without waiting for a report, and spots patterns people miss.
We add AI to your existing ERPNext as a separate Frappe app, so your setup, customisations and upgrades are not affected. Every feature keeps a person in control: AI prepares drafts and suggestions, and your team approves them.
Good places to start
- Accounts teams keying in supplier invoices by hand
- Managers waiting for someone to build a report
- Purchase teams guessing reorder quantities
- Month-end bank reconciliation that takes days
- Sales and support teams answering the same questions
AI features we add to ERPNext
Start with one feature and add more as your team gets comfortable.
Invoice and document reading
Upload a supplier invoice as a PDF or photo. AI reads the supplier, items, quantities, rates and taxes and creates a draft purchase invoice or receipt for your team to check and submit.
Ask your ERP in plain language
Type questions like "What were sales in Pune last month?" or "Which customers are overdue by 60 days?" and get the answer as a number, table or report. Answers follow each user's permissions.
AI assistant inside ERPNext
A chat assistant in the ERPNext desk that finds documents, explains fields and settings, and walks new users through tasks step by step.
Sales and demand forecasting
Forecasts based on your sales history, seasonality and lead times, with reorder suggestions per item and warehouse so you buy the right quantity at the right time.
Smart bank reconciliation
For bank lines that do not match a payment exactly, AI suggests the likely invoice, party or account based on the narration, amount and past matches. You approve each match.
CRM and helpdesk AI
Summaries of long lead and ticket histories, suggested email replies, lead scoring and automatic tagging of incoming tickets by topic and urgency.
WhatsApp AI bot
Customers check order status, outstanding balance, invoices and delivery details on WhatsApp, answered from live ERPNext data, with hand-over to your team when needed.
Custom AI apps on Frappe
AI features built for your own processes as a Frappe app: classification, data extraction, approvals, quality notes or anything else where AI saves time.
Your data stays private and in your control
AI is only useful if you can trust it with business data.
Permissions respected
AI features only see and return data the logged-in user is allowed to see in ERPNext.
You approve before posting
AI prepares drafts and suggestions. Nothing is submitted to your books without a person checking it.
Your choice of AI model
Use a leading cloud AI service under a business agreement, or a self-hosted model on your own server when data must not leave it.
Full audit trail
Every AI suggestion and action is logged against the document, so you can see what was suggested and who accepted it.
How we add AI to your ERPNext
Pick the use case
We look at where your team spends the most time and choose one or two AI features with a clear payoff.
Pilot on your data
We build the feature on a test copy of your ERPNext and try it with real documents.
Review and tune
Your team uses it, we measure accuracy and adjust prompts, rules and fields.
Roll out
We move it to your live system and train the users who will rely on it.
Support
We monitor results, handle model updates and add new AI features over time.
AI for ERPNext: frequently asked questions
What does AI-enabled ERPNext mean?
It means adding AI features to your existing ERPNext, such as reading supplier invoices, answering questions about your data in plain language and suggesting bank matches. ERPNext stays your system of record and your team stays in control.
Is my business data safe when using AI?
Yes. AI features respect ERPNext user permissions, all actions are logged, and nothing is posted without approval. If your data must not leave your premises, we can use a self-hosted AI model on your own server.
Do I need a new ERP to use AI?
No. We add AI to the ERPNext you already use, through a separate Frappe app. Your existing data, setup and customisations stay as they are, and upgrades remain simple.
Which AI model do you use?
We pick the model for the job and your data policy. That can be a leading cloud AI service under a business agreement or an open model hosted on your own server. You are not locked in to one provider.
How much does AI for ERPNext cost?
It depends on the features and volume. There is a one-time cost to build and set up each feature, plus usage costs for the AI model, which are usually small. We start with a pilot so you can see the value before rolling it out.
Can AI work with Tally data or other software?
Yes. AI can help map ledgers, items and parties during a Tally to ERPNext migration, and can read documents from email, WhatsApp or shared folders into ERPNext.
Find out where AI fits in your ERPNext
Tell us which tasks take your team the most time. We will suggest the AI features worth starting with.
Talk to Our Team