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ERP AI Agent

Bringing AI to the finance department

Until now, it has primarily been customer service, HR or the sales department that has been in focus when introducing AI tools. But with our AI-based ERP agent, the finance department can now also benefit from the application of AI with unprecedented efficiency and precision. This AI tool provides the finance department with a unique opportunity to optimize their workday.

Imagine ChatGPT – just communicating directly with your ERP system.

The ERP agent makes it possible, among other things, to:

  • Chat directly with your ERP system and get instant insight into your financial data.

  • Use AI to assess and analyze results, budgets and deviations, as well as automatically notify relevant employees.

  • Streamline regular manual processes such as month-end closing, board reporting, reminder procedures, etc., so that the finance department saves time with AI-driven insight into your financial data.

  • Give management the opportunity to create automatic reports and analyses based on a prompt

However, the ERP agent is much more than just a chat tool. It forms the technical foundation on which you can add additional functionality, for example to automatically create invoices, credit notes or other tasks directly in your ERP system.

Whether you work in controlling, finance or management, our ERP agent can help you work more efficiently and make data-driven decisions.

Target group

Finance departments in companies that want easier and better insight into their business data.

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Main functionality

Month close including various reconciliation tasks

  • Data validation: The agent can review and cross-check data for accurate and efficient reconciliation.

  • Misidentification: Quickly detect any inconsistencies to minimize manual checkpoints.

  • Reporting: Generates clear reconciliation reports that support further economic analysis.
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Preparation of accounts

  • Dynamic formats: You specify the level of detail you want, and the agent then prepares the accounts automatically based on your chart of accounts.

  • Monthly, quarterly and annual financial statements: Automatically collect and consolidate financial data into timely and accurate financial statements.
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Analysis of product, customer and department results

  • Product analytics: Provides deep insights into product performance, cost structure, and sales development to optimize the assortment.

  • Customer analytics: Map customer behavior, segmentation, and profitability in order to create targeted sales and service initiatives.

  • Department analytics: Compares performance across departments, customers, and products.
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Management reporting and management analysis

  • Trend and forecast analysis: Ability to identify trends over time and provide forecasts that help plan future initiatives.

  • Comprehensive report creation: Provides tailored management reports with key performance indicators (KPIs), graphs and tables that support strategic management work.
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How we do it

  1. Planning meeting (2 hours - remote)
    Workshop where we go through the plan, agree on the license model, and you give us relevant access.

  2. Installation (1 hour - remote)
    We install the ERP agent for your ERP system.

  3. Installation and upload of semantic models (4 hours - remote)

  4. Installation and configuration of the ERP agent in Copilot Studio (4 hours - remote)

  5. Setup and training of security/roles for agent (4 hours- on site)
    Workshop where we train a user at your place, who can then set up all relevant employees.

  6. Training of users (4 hours – on site)
    Workshop where we introduce and train up to 10 employees in how to use the agent and how to "prompt".

  7. Individual customizations of the system (8 hours – on site)
    Workshop where we, together with you, adapt the agent to your specific processes

Possible add-ons

  • "Data cleaning": We ensure that your data is ready for analysis

  • Extra teaching/more users taught

  • Data from extensions to the ERP system (separate project)

  • Additional data sources (separate project)

  • Ability to write back to the ERP system (separate project)

 

Want to know more?

Mette Barsøe Larsen
Sales Manager
+45 41 87 94 80
mbl@consit.dk

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