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03 Where it works · ERP & enterprise workflows

AI for ERP and enterprise workflows, inside the systems you run.

veridive makes information easier to find and repetitive document work easier to finish, inside the systems you already run.

Illustrative application. Your workflow, data and goals shape the solution.

Fig. 03 — Records, rows, permissions

03ERP & enterprise workflows

What is AI for ERP and enterprise workflows?

AI for ERP and enterprise workflows means adding AI to the systems a company already runs instead of replacing them. It helps people find information, match records and turn documents such as invoices into draft entries. veridive starts read-only, validates in a sandbox and writes to the ERP only after a person approves.

How does document work run today?

In a typical logistics or manufacturing group, invoices, delivery notes and contracts arrive as PDFs and are keyed into the ERP by hand, one field at a time. Finding a past decision or the current procedure means asking a colleague or searching several shared drives. Every manual step adds delay, and errors surface weeks later in reconciliation or audit.

How does it work?

Connect
  • Approved documents such as invoices and delivery notes
  • Business records in the ERP
  • User roles and permissions
  • Policies and procedures
Assist
  • Knowledge retrieval with sources
  • Record matching
  • Document-to-ERP drafts
  • Anomaly flags before posting
Keep people in control
  • Read-only access first
  • Validation in a sandbox
  • Writes to the ERP only after approval
What to measure
  • Manual entry effort
  • Matching accuracy
  • Task success rate
  • Audit completeness

Which systems does it connect to?

SAPOracleMicrosoft DynamicsLogoNetsisSharePoint

03.1 Use cases

Where can it help?

  1. i

    Invoice-to-ERP drafting with approvals

    Each invoice matched to its records and prepared as a draft entry that a person confirms.

  2. ii

    Three-way matching

    Invoices, purchase orders and delivery notes compared, with every mismatch explained.

  3. iii

    Policy and procedure Q&A

    Employees ask in plain language and get answers with a link to the source document.

  4. iv

    Weekly management report drafts

    Figures pulled from the ERP and drafted into the usual report, ready for the owner to review.

  5. v

    Onboarding assistant for new hires

    New colleagues find procedures, contacts and past decisions without waiting for someone to be free.

03.2 A first project

What does a first project look like?

How we work

Step 01

Choose a document flow

Pick one high-volume document type, such as supplier invoices, with a clear owner in finance or operations.

Step 02

Start read-only

Connect to the ERP with read access and build an evaluation set from past documents.

Step 03

Validate in a sandbox

Test the drafted entries in a sandbox until they meet the agreed accuracy threshold.

Step 04

Approve, then write

Go live with review-and-approve: a person confirms every entry before it posts.

Questions

Questions about AI and ERP

Is it safe to let AI write to our ERP?

Only step by step, and only with approval. We start with read-only access, validate drafted entries in a sandbox until they meet an agreed accuracy threshold, and then write to the ERP only after a person confirms each entry. Every action is logged, and access follows the roles and permissions already set in your system.

Do you replace our ERP?

No. We add AI to the ERP and document systems you already run, such as SAP, Oracle, Microsoft Dynamics, Logo or Netsis, and work alongside your IT team and existing vendors. The goal is less manual entry and easier answers inside familiar tools, not a new platform your people have to adopt.

Still keying documents into the ERP?

Tell us which ones. We will reply within one business day with a recommended first step.