AI Agents for ERP Systems | ChatFin Integrations
Your ERP is not the problem. The problem is that your ERP was built to record transactions, not to reason about them. ChatFin is the AI layer that sits on top of your existing ERP reading live data via native APIs, executing write-backs through your ERP's standard business logic, and running finance agents that automate reconciliation, AP, AR, close, and FP&A continuously. Not a replacement. Not a migration. An intelligence layer on top of what you already have.
ChatFin connects via your ERP's native APIs SuiteQL for NetSuite, OData for Dynamics 365, BAPI/RFC for SAP, REST for Oracle Fusion, and so on. We work inside your ERP's existing data model, user permissions, and role-based access controls. Finance agents see exactly what your ERP service account is authorised to see nothing more. Your data never leaves your ERP environment; ChatFin queries it in place through the Model Context Protocol (MCP) layer that translates live ERP data into business-meaningful context for AI agents.
ERP Integrations
Select your ERP to see exactly how ChatFin connects, what data the agents access, and which finance workflows run natively on your platform.
NetSuite
SuiteQL + REST Record API. OneWorld multi-subsidiary. The most complete ChatFin integration for mid-market and enterprise finance teams.
- AP invoice matching and coding via SuiteScript
- AR collections and cash application automation
- Month-end close and FP&A across subsidiaries
SAP Business One
DI API + Service Layer REST. SMB-focused ERP automation for growing businesses on SAP B1.
- AP automation and 3-way PO matching
- Bank reconciliation and cash flow forecasting
- Financial reporting and close workflow automation
SAP S/4HANA
BAPI/RFC + OData APIs. Enterprise-grade AI finance automation for global SAP deployments.
- BAPI-driven journal entry and AP posting automation
- Intercompany reconciliation across SAP entities
- FP&A variance analysis and management reporting
Oracle Fusion Cloud
Oracle REST APIs. Large enterprise and multi-entity deployments with complex chart of accounts structures.
- Multi-entity consolidation and intercompany elimination
- Subledger reconciliation and AP/AR automation
- Automated close calendar and accrual management
JD Edwards
AIS REST Server + Orchestrator Framework. Finance automation for manufacturing and distribution companies on JDE.
- Manufacturing AP and PO matching automation
- Cost accounting and WIP variance analysis
- AR collections and cash application for distribution
Microsoft Dynamics 365
OData REST API + Azure AD OAuth. Multi-legal-entity support. Works alongside not against Microsoft Copilot.
- Continuous AP and AR automation across D365 legal entities
- Bank reconciliation and accrual management
- Multi-entity close and intercompany reconciliation
Sage Intacct
XML API + REST. Real-time sync. Dimension-based reporting and multi-entity finance automation.
- Dimension-aware AP coding and approval automation
- Real-time AR collections and cash application
- Multi-entity close and dimension-based FP&A reporting
Acumatica
OAuth 2.0 + Generic Inquiries. Cloud-native ERP with flexible API architecture purpose-built for automation.
- AP automation and 3-way matching via Generic Inquiries
- AR collections and automated cash application
- Financial close and project accounting automation
QuickBooks
QBO REST API. SMB finance automation for growing businesses on QuickBooks Online.
- Automated bank reconciliation and categorization
- AP invoice processing and payment scheduling
- Cash flow forecasting and variance reporting
Workday
WS SOAP + REST APIs. HCM and Finance data in a single platform agents bridge payroll, headcount, and finance workflows.
- Payroll and headcount variance analysis automation
- AP and supplier invoice processing
- FP&A reporting with workforce cost allocation
Snowflake
Native Snowflake connector. Use ChatFin agents to query your finance data warehouse and automate analytics workflows.
- Natural language querying of financial data in Snowflake
- Automated variance analysis and management reporting
- FP&A agent running against your data warehouse
Epicor
Epicor REST API. Manufacturing ERP automation for operations-intensive businesses on Epicor Kinetic.
- Manufacturing AP and purchase order matching
- Cost of goods and WIP reconciliation automation
- AR collections and cash flow management
Infor
Infor OS + CloudSuite APIs. Industry-specific ERP automation for Infor CloudSuite Finance deployments.
- CloudSuite Financials AP and close automation
- Multi-entity AR and collections management
- Financial reporting via Infor OS data layer
Blackbaud
Blackbaud SKY API. Nonprofit and fund accounting automation for organizations on Blackbaud Financial Edge NXT.
- Fund accounting reconciliation and grant tracking
- Automated AP and vendor payment processing
- Nonprofit FP&A and board reporting automation
How ChatFin Connects to Your ERP
Every ChatFin integration follows the same three-layer architecture regardless of which ERP you run. Setup takes less than a week. No IT project required. No changes to your ERP configuration.
API Authentication
ChatFin authenticates to your ERP using its native auth method OAuth 2.0, API tokens, or service account credentials. We register a dedicated service account that respects your existing role-based access controls. Agents see only what that account is authorised for.
MCP Layer
ChatFin's Model Context Protocol server translates your ERP's raw API responses into structured, business-meaningful financial objects GL entries, invoices, payments, subledger balances. The MCP layer abstracts away ERP-specific schema complexity so agents reason in finance terms, not API terms.
AI Agents Execute
Finance agents run continuously against live ERP data reconciling accounts, processing invoices, applying cash, and generating reports. Write-backs flow through your ERP's standard posting logic. No custom code. No parallel data store. Your ERP stays the single source of truth.
"ChatFin does not replace your ERP. It gives your ERP a brain AI agents that read live data, reason about it, and take action through your ERP's own API, inside your permissions model, without a data migration."
Security and Compliance
Finance data is sensitive. ChatFin's integration architecture was designed with enterprise security requirements as a first-class constraint not an afterthought.
Further Reading
Connect Your ERP to ChatFin
ChatFin deploys on top of your existing ERP in under a week. No data migration. No ERP replacement. No IT project. Your finance team gets AI agents that automate the work while your ERP stays the system of record.
Book a demo to see ChatFin running live on your ERP. We'll show you exactly how agents connect, what they automate, and what your team's first week looks like.