AI Automation · Enterprise
Enterprise Automation
AI inside the ERP, CRM and business applications you already run, posting results back where your teams expect to find them.
What it is
The ERP stays the system of record
Enterprise automation puts agents and rules between the work that arrives and the systems that record it. Your ERP, CRM and business applications keep doing their job. They just stop waiting for someone to type.
Most automation projects stall at the system boundary. Extraction works, the rules work, and then someone still copies the result into SAP or Tally by hand because nobody connected the last step. Enterprise automation is that last step, and the first one too: reading what your systems already know before a decision is made, and writing the result back through an interface your IT team has approved.
Three pages in this section sit close together. Workflow Automation covers the steps between people: queues, approvals, escalations. Intelligent Process Automation covers one process from intake to close. This page is about the systems at either end, and what it takes to let an agent read from them and write to them safely.
Two limits are worth stating early. We do not install software inside your ERP, and we do not call a connection native unless a connector for that system and version exists today. Every system in a project is labelled native, API, file or custom before anything is built, so your IT team knows what it is approving.
Architecture
Your systems in, your systems out
PTAS AI sits between the systems that hold your data and the systems that record the outcome. Often they are the same system, read at the start and written to at the end.
ERP
CRM
Inboxes and portals
Data platforms
PTAS AI
Records written back
Orders, invoices and journal lines created through an interface your IT team released, each with its source document attached.
Status kept in step
Approval, posting and payment status read back, so the CRM and the work queue show what the ERP shows.
One trail across systems
The ERP document number sits on the PTAS AI record, and the record links back to the document it came from.
Named systems are planning examples. Whether each route is native, API, file or custom is confirmed per system during assessment.
See how the SAP route worksThree approaches
Where the AI sits matters more than how clever it is
Most teams have tried at least one of the first two. Both work for a while. The trouble shows up later, at audit time or the week a screen changes.
Three places AI ends up next to an ERP
Extraction or scoring in a screen of its own. Someone copies the result into the ERP, and the ERP has no record of where the value came from or who checked it.
Types into the ERP the way a person would. Quick to set up, and fragile when a screen, a field order or a pop-up changes. The posting carries no evidence of why it was made.
Reads masters and writes records through the APIs or files your IT team releases. It validates before it posts, and the record keeps the source document, the rule that applied and the approver, if there was one.
A fair question for any vendor, us included: after the posting, what does the ERP know about how it got there?
How it works
Understand, decide, act, verify, across systems
The four moves every PTAS AI capability runs. Here two of them happen inside your systems: the lookup before a decision and the read-back after an action.
-
01
Understand
Read what arrived, then look up what your systems already hold: the customer or vendor, the price list, the open order, the credit or approval limit.
Customer PO → customer, items and prices matched to masters
-
02
Decide
Apply your policy using the values in the system of record. If the ERP and the document disagree, the ERP wins and the difference goes to a person.
Within limit and tolerance → create. Outside → hold, with the reason
-
03
Act
Create or update the record through an approved interface, with the source document attached and the rule that allowed it noted on the entry.
Decision → sales order, supplier invoice or case update
-
04
Verify
Read the result back and confirm the document number. A failed write goes to a person along with the error message the system returned.
Write → read back → confirmed record
Worked example
A customer order across CRM and ERP
Supplier invoices are the usual example. This one runs in the other direction: a customer's purchase order turned into a sales order, with the CRM and the ERP both involved.
Illustrative example · customer purchase order to sales order
Illustrative data. The same pattern runs for supplier invoices, delivery notes and claims. The systems and the rules change from one workflow to the next, and the four moves stay the same.
Integration routes
Four ways in, labelled before anything is built
The route depends on the system, its version and what your IT team is willing to release. We name it for each system at assessment, in writing.
Native
A connector that exists today
Used only where a working connector for that system and version exists now. Where it does not, we say so, and pick one of the other three.
API
Interfaces your IT team releases
REST, OData or vendor APIs, called by a technical user scoped to the reads and writes the workflow needs. Our default wherever the system offers one.
File
Scheduled files
CSV, XML, flat files or IDoc over SFTP on a schedule. Slower than an API and easy to audit. Sometimes it is the only route a support contract allows.
Custom
Several systems, or an older one
Two ERPs after an acquisition, an in-house application, a system with no released interface. One queue and one policy on top, with a mapping per system.
If you run one of these
Controls
What your IT and audit teams will ask about
Letting software write to the ledger is a reasonable thing to be nervous about. These four controls keep it bounded, and easy to switch off if you change your mind.
A scoped technical user
The connection signs in as a system user that can make the calls the workflow needs and nothing more. Your team can lock it at any time.
Validated before it writes
Entries are checked against your masters, tolerances and open posting periods first, so the ERP is not the first place an error shows up.
Every read and write logged
Each call is kept with the document it came from, the rule that applied, who approved it and the reference the system returned.
Test system first
Mappings are built against a test or quality system, reviewed by your finance or operations team, and promoted through your own change control.
Product connection
What does the work between the systems
The integration is the plumbing. DocPro, FinSuite and the platform underneath them decide what goes through it.
FAQ
Questions CIOs and finance leaders ask
Does this replace our ERP or CRM?
No. The ERP stays the system of record and the CRM stays where your sales team works. PTAS AI reads from them before a decision and writes to them after one. Approvals you already run inside the ERP, your reports and your month-end close carry on as they do now.
Which systems can you connect to?
Systems named on this site are planning examples. For each system in your workflow we state whether the route is native, API, file or custom before anything is built. SAP, Oracle and QuickBooks have pages describing the route. Tally, Zoho, Microsoft Dynamics, NetSuite and in-house systems are confirmed at assessment against the version you run.
Will the agent post straight into our ledger?
Only inside limits you set: value bands, document types, counterparties and posting periods. Anything outside them is held for a person. Where the ERP supports parked or draft documents, many teams start there and switch on direct posting once they have seen a month of results.
What does our IT team have to do?
Release the interfaces the workflow needs, create a scoped technical user, approve the network route and take the change through your usual control. For API and file routes nothing is installed inside the ERP. We build and test against a quality or test system first.
Can it run inside our network?
Yes, where supported. Cloud, private cloud and on-premise deployment are all options, including air-gapped setups. Our security practices are aligned with ISO/IEC 27001. We do not claim certification.
How long does a first workflow take?
Typically four to twelve weeks from assessment to a first workflow in production. That is an indicative range. It moves with the number of systems, the integration route, the document types and how you deploy.
Keep reading
Related capabilities
Workflow Automation
The queues, approvals and escalations between the systems.
Read more →Intelligent Process Automation
One whole process, intake to close, with people on the exceptions.
Read more →Enterprise Workflow Automation
The solution page for work that crosses departments and systems.
Read more →SAP Integration
How the route works for S/4HANA and ECC, call by call.
Read more →Next step
Name the system and the queue in front of it
The assessment maps one workflow to every system it touches and labels the route for each: native, API, file or custom.