AI in Acumatica, on a system that is ready for it.
AI pays off fast when the system under it is sound, and gives confident answers from bad data when it is not. We help you decide what is worth turning on, set it up so it delivers, and build custom agents where native features stop short. That includes connecting Claude directly to your live tenant so your team can create orders, pull reports and manage operations in plain English.
Built by us, running in production
Acumatica's own AI Studio and AI Assistant are useful, and we will tell you which parts to turn on. But they stop at the edge of the screen. What AI can do for your business today goes well past that: your people talking to the system in the field, on the floor and in a chat window.
Orders spoken in the field.
A salesperson is standing with the customer. They open Claude or Gemini on their phone and say the order out loud. The sales order is drafted in Acumatica while they are still in the room: customer and ship-to resolved against live data, items and quantities read back, ready to confirm. No laptop, no ERP login, no re-keying that night. This is the one our clients use most.
Voice on the warehouse floor.
A receiver is scanning a delivery. The scan handles the routine part. The rest has always been lost: the short case, the damaged pallet, the substitution, what the driver said. Now they say it. The worker speaks, and the receipt is added to or corrected, with a plain-language note of what happened attached to the record. Hands stay on the work.
Orders from a chat message.
The same thing, typed. Sales reps create and submit sales orders into Acumatica from a chat tool in plain English.
Purchase orders from a PDF.
Supplier documents are read, validated against master data and turned into purchase orders.
Reconciliation that runs itself.
ERP, warehouse and outside financial systems are matched automatically, with discrepancies sorted by likely cause. It caught a recurring posting bug that the manual process never had.
Where AI belongs
We sequence every program the same way: stability, security, integration, optimization, then innovation. AI is the fifth layer. One client came to us for AI. Three months in, the honest work was still stability, and we said so. When the first four layers hold, AI is quick to build and safe to trust.
What we actually do with AI for Acumatica customers.
Six things, in roughly the order they matter.
01
Decide what's worth turning on
Most companies don't need every AI feature. We help you pick the highest-leverage ones for your business and ignore the rest.
02
Connect Claude directly to your Acumatica tenant
Using the CData MCP Server, we connect Claude to your live system. Your team types a sentence and gets an answer from real data — or creates a record. "Create a sales order for customer ABC, 50 units, ship by Friday." Done. No clicks. No ERP training required. Read and write, against your live tenant, with guardrails in place.
03
Build custom agents where native isn't enough
Order creation, invoice processing, 3PL reconciliation, cross-system workflows. Where AI Studio and AI Assistant stop, we pick up with Claude and MCP. We've built these in production. Same architecture handles sales orders and POs.
04
Configure AI Studio and AI Assistant well
The defaults work. The prompts and Generic Inquiry descriptions don't tune themselves. We do that work so the features deliver real value.
05
Set up evals and guardrails before production
Nothing that writes to your system ships without monitoring, review checkpoints, and a way to roll back. We move slowly on purpose.
06
Ongoing operations
New model releases, new prompts, new workflow candidates. Managed on retainer or per sprint.
AI starts where the software stops
How AI runs our own delivery
We do not just sell this. Every engagement we run is built on it.
A person runs the AI, not the other way around.
Every agent we build has a named owner who decides what it does and reviews what it did. The failure mode we design against is the reverse: people spending their day serving what the machine produced. That holds in our own delivery and in everything we build for clients.
A program record you can question.
Every decision, configuration change and open item is logged and searchable, with your permission. Ask why a setting changed in March and get who approved it, why, and what it touches.
Meetings become decisions the same day.
Working sessions are processed into decisions, actions and open questions, then filed against the right workstream. Nothing lives only in someone's notes.
Documents matched and loaded at volume
On one migration, tens of thousands of historical bills were loaded with every source document attached by automation. Zero errors and zero ambiguous matches. Anything uncertain was held for a person, because a wrong match is worse than none.
Pre-flight checks before every load.
Automated sweeps catch the vendor with no default account or the inactive project before the first row goes in.
A run ledger for every automated job.
What ran, what landed, what was held back.
Weekly governance prepared by AI.
The decision committee agenda is assembled from the inbox, the tracker and the logs: rulings needed, then ranked initiatives. Leadership reads one page.
SOPs and process maps drafted from real sessions.
Drafted from what your people actually said and did, then corrected by the person who does the job.
Upgrade test scripts generated from your processes.
Regression scripts are drafted from your own SOPs and working sessions, then reviewed by a person before they reach your team.