AI AGENTS

AI agents with ERP: assistants who know your business

A director asks about project costs. Someone opens ERP, exports data to Excel and adds it up. The answer arrives tomorrow.

With an agent, ask in chat. The answer comes from your data, explaining where costs exceeded plan and why.

What is an AI agent?

An assistant connected to your business: it brings together knowledge, data and instructions to help your team complete everyday tasks.

An assistant you message like a colleague and assign tasks to. A general AI assistant writes well but does not know your industry, rules or documents.

Your agent knows them before the first conversation. We prepare industry and company knowledge, working instructions and connections to your data. You can have several, each for a specific job.

What we prepare for the agent

01

Industry knowledge
such as construction or manufacturing

02

Knowledge of your company
documents, rules and processes

03

Connections to your data
ERP, Excel, DMS

AI agent

Continuously learns and improves.

AI agent connected to business systems and data

What your employee receives

An answer
from company knowledge

A prepared document
using your template

A completed workflow
from input to result

An answer

Employees ask; the agent answers using your documents, rules and data, showing its steps with every response.

A prepared document

Quotations, minutes, reports or letters using your template. Staff start with a draft rather than a blank page.

A completed workflow

An agent receives a file, summarises it, passes it to a specialist and returns a completed document. We design the workflow with you.

Seven tasks agents already handle at Uvid

We introduced agents internally first, on the same platform we deploy for clients and using our own data.

CRM enquiry triagehelpdesk request triageproject progress monitoringtime analysisinvoice checkscollectionsfinancial analysis

A new CRM enquiry

The agent classifies it, researches the company and schedules a call. A person makes the call.

A helpdesk request

The agent identifies the client and topic, finds similar requests and documentation, and proposes a solution to the consultant.

Monthly time analysis

ERP data generates billability and timesheet deviation reports. A manager reviews and decides.

What an agent can do in your industry

We choose a time-consuming task with you and tailor the agent to it. Here are examples of work an agent can take on.

Construction

A site manager asks what was spent on an item and what remains against estimate. The agent answers from ERP and highlights overruns.

It compares subcontractor invoices with contracts and approved quantities, flagging differences before payment.

It drafts interim payment statements from construction measurement records for the project manager's review and approval.

Construction

Manufacturing

It compares estimated and actual work-order costs and explains deviations, such as outsourced processing invoiced later.

It monitors supplier deadlines and flags orders threatening production plans.

It answers a new production engineer's questions from work instructions and quality procedures throughout the shift.

Project manufacturing

Food industry

It compiles lot traceability documentation from raw materials to dispatch for customers or inspectors.

It flags expiring stock and recommends what to dispatch first.

It prepares product specifications in each customer's required template.

Food industry

Trade and wholesale

It drafts quotations from enquiries using price lists and discount policies. Sales reviews and sends them.

Each morning, it prepares overdue customer lists and draft payment reminders.

It answers sales questions about stock and delivery dates without calling the warehouse.

ERP systems

Your data, your rules

Permissions like a new employee

The agent uses data where it already lives: ERP, Excel, DMS or another application. You create its account and permissions like an employee's.

You decide what it may do

It can read, check and propose, or create documents for your approval. You decide separately for each agent.

Where data is stored

Collected information is stored in your local database and protected by contractual provisions. Confidential data exchanged with external models, such as personal, customer or product names, is protected.

The agent improves over time

The agent records corrections and new information from daily work. Our team reviews this, updates knowledge and refines instructions, maintaining the agent as we maintain ERP.

Why the same team implements ERP and agents

An agent depends on the data beneath it. We prepare it alongside ERP implementation, when analysis has already given us knowledge of your processes.

01

Knows your industry and company

Does not start from scratch like a general assistant.

02

Configured by people who understand the work

Our team combines business software consultants with Croatian accounting and regulatory specialists.

03

We use it ourselves

We prove the solution internally before offering it to clients.

04

Its work is visible

Every answer lists the steps the agent took.

Bureau Veritas — ISO 9001 and ISO 27001

We develop the platform with FERIT Osijek. Uvid holds ISO 9001 and ISO 27001 certifications and has over 200 implementations.

ISO 9001ISO 27001FERIT Osijek200+ implementations

Getting your first agent

  1. 01

    Conversation.

    Describe the task you want to simplify.

  2. 02

    Needs analysis.

    We define what the agent needs to know and do.

  3. 03

    Setup.

    We prepare knowledge, instructions and data connections.

  4. 04

    Support.

    We monitor and refine the agent, as we do ERP.

There is nothing to install. Agents run on our online platform, which we use ourselves. Start with one and add more.

Frequently asked questions

What can an agent do, which data can it access and how do you stay in control? Find answers to common questions before taking the first step.

How does an agent differ from a general AI assistant?

A general assistant knows the world, not your company. We prepare industry knowledge, documents, rules and data connections for your agent in advance.

Can an agent change ERP data itself?

Only with permission. Configure access like an employee's: reading and suggestions only, or documents for your approval.

Does it work only with ERP data?

No. It uses data where it lives: ERP, Excel, DMS or other software.

Do we need to install anything?

No. Agents run on our maintained online platform.

How do we know what it did?

Each answer shows the steps taken. Generated documents come to you for approval.

How many agents can we have?

As many as needed. Start with one task showing the quickest value, then add more.

We already use Uvid ERP. Can we get an agent?

Yes. We already know your processes, so analysis does not start from scratch.

Which task would you hand over first?

Tell us what takes your team the most time. We will show the agent in action.

Let's talk
Uvid

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