Connect JD Edwards to Claude AI Without Building It Yourself
ChatFin connects Claude to JD Edwards EnterpriseOne with AIS authentication, Orchestrator workflows, role-based access and a full audit trail.
live workflow
month-end close
finance work
From zero to live JDE AI workflows in under a week
The ChatFin team handles the entire technical setup. Your team defines the workflows to automate and goes live in days, not months.
Connect JD Edwards
ChatFin's team configures AIS server connectivity, handles authentication, and validates against your JDE environment. On-premise, cloud, or hybrid. No internal engineering required.
ChatFin team handles thisMap Orchestrator Workflows
ChatFin maps your JDE Orchestrator workflows and business functions to AI-executable actions. Your existing workflow logic is preserved, no rebuilding from scratch.
Pre-built JDE templatesConfigure Access and Approvals
Define role-based access aligned to your JDE security model. Set approval gates, exception thresholds, and notification rules for every workflow your team runs.
~1 day configurationDeploy AI Agents
Launch agents for AP processing, reconciliations, close orchestration, variance analysis, and ERP queries. Your finance team operates JDE through conversational AI from day one.
100+ pre-built agentsThe context that lives outside JD Edwards
JD Edwards holds the transactions. The reason behind them sits in email, in approvals, and in the heads of the three people who have run the process for a decade.
The biggest roadblock is the data sources. Our conversations are in email, in Slack, in text messages. How do we give AI access to all these disparate sources?
Adam Swoverland, on the AgentCFO podcast
Plan for how that surrounding context reaches the agent. A workflow that only sees JDE tables will keep asking questions your team already answered.
JD Edwards is not a simple API
Generic AI fails on JDE because it is a integrated enterprise system with its own authentication, orchestration, and governance model. ChatFin was built specifically to handle all of it.
Claude AI
Finance queries and workflow triggers in natural language
ChatFin Orchestration
Validates intent, manages sessions, routes approvals, handles exceptions
AIS Auth + RBAC
Token management, OAuth sessions, VPN connectivity, role enforcement
JDE AIS + Orchestrator
Standard AIS business functions, no backdoors, no schema changes
JD Edwards EnterpriseOne
On-premise, cloud, or hybrid. No rip-and-replace required.
Finance teams operate JDE through natural language
Once connected, stop navigating complex JDE screens. Get answers and execute operations through conversation.
Found 47 invoices past 90 days. 6 vendors exceed $50K outstanding:
| Vendor | Outstanding | Oldest | Status |
|---|---|---|---|
| Acme Industrial | $184,200 | 127 days | Flag |
| Global Freight Co | $91,450 | 98 days | Flag |
| TechParts Ltd | $67,800 | 93 days | Flag |
| Metro Supplies | $43,100 | 104 days | Review |
Executing intercompany elimination via JDE Orchestrator across 6 business units:
Processed 84 invoices:
| Result | Count | Value |
|---|---|---|
| 3-way match passed | 71 | $428,100 |
| Price variance >2% | 9 | $64,200 |
| No matching PO found | 4 | $18,750 |
Close status today, Day 3 of 5:
Freight overage of $142K (+18%) driven by three factors from JDE GL:
| Root Cause | Amount | % of Gap |
|---|---|---|
| Fuel surcharge spike | $68K | 48% |
| 2 expedited air shipments, Plant 3 | $41K | 29% |
| New carrier, no volume discount yet | $33K | 23% |
JDE roles, respected by every AI action
ChatFin mirrors your existing JDE security model. Every query and workflow runs within the user's permission boundaries. No overrides, no bypasses.
| Role | Data Scope | AI Access | Approval |
|---|---|---|---|
CFO Executive | All Entities | Full | Final |
Controller Finance Lead | Finance Mods | GL, AP, AR | Controller |
AP Manager Payables | AP Module | Invoices | AP level |
AP Clerk Data Entry | AP Entry | Own only | None |
Regional Business Unit | Own Entity | Read only | None |
Five independent security layers
Every credential, transaction, and financial record is protected before it reaches JDE. Every action is logged after it does.
AIS Authentication and Encryption
Token-based AIS auth, AES-256 at rest, TLS 1.3 in transit. JDE credentials stored in HSMs.
Role-Based Access Control
Every AI action runs within the user's JDE security profile. Separation of duties enforced at both layers.
Orchestrator Workflow Governance
All operations route through Orchestrator. No backdoor calls, no schema-level access.
Complete Audit Logging
Every query, execution, and ERP write logged with timestamps, user IDs, and before/after states.
Compliance and Data Governance
SOC 2 Type II certified. Data residency controls and retention policies built in from day one.
See ChatFin on your JD Edwards environment
Book a demo and we will show AI agents running on actual JDE workflows. AIS auth, Orchestrator integration, and role-based access in action.