AI in Asseco ERP completes processes, not just suggests
AI assistants and agents work directly in Asseco Softlab ERP and Asseco Merit ERP.
They use the same data, permissions and business rules as the rest of the system. That is why AI in Asseco ERP does not only answer questions, it also performs operations: it approves leave requests, creates sales orders and posts invoices.
More than 50 AI features available in production in Asseco ERP.
AI in HR, finance, sales, manufacturing and the warehouse.
AI solutions within the ISO/IEC 27001:2022 certified scope.
Two AI roles in your process.
The assistant waits for your question and does what you tell it. The agent works on its own, triggered by an action in the system or with no trigger at all, and reports back only with a result or with an exception that needs a decision.
AI assistant
You talk to the system in your own language. The assistant finds the data, shows it as a list or a chart and, on your command, performs an action in the ERP. With complex tasks, it asks for missing information instead of guessing.
AI agent
The agent works without a conversation. Some tasks it takes on when an action happens in the system: it suggests the analytical account, splits the cost across cost centers and selects the approver. Others it runs on its own: it monitors a mailbox or a document buffer, completes the process and escalates exceptions to the person in charge.
Where does unplanned time go in your ERP?
Not on difficult decisions. On tasks that repeat every month in the same form and each time require going through the whole path from the start.
The same invoice every month
Energy, rent, telecoms. The same supplier, the same cost allocation key, the same posting, and the accountant still goes through the full path from scratch.
An order in the body of an email
The customer writes in their own words, without item codes, sometimes without quantities. The sales rep re-types the lines into the ERP by hand, because an email is not a document.
Data spread across modules
“Can I close the period?” means checking postings, payrolls and invoices in approval, plus several other conditions. Each one separately.
The same questions to HR
An employee calls to ask about their leave balance. A manager asks who covers for an absent colleague. An HR specialist goes through lists to find expiring medical checkups.
AI features worth seeing in action
A selection of the features that change daily work the most. Scroll right to see more.
Sales Order Agent
- Recognizes an order in the body of a message
- Asks for missing parameters on its own
- Checks stock levels and the credit limit
Purchase invoice classification agent
- Recurring invoices from receipt to posting
- The cost category sets the document’s further path
- Only authorized users see confidential documents
Workflows built through conversation
- You describe the approval flow in a plain sentence in the chat
- The assistant puts together stages, limits and substitutes
- The process is created in the modeler, a person approves it
Production orders proposed from history
- Recognizes patterns of repetitive production
- Calculates quantity from stock and current orders
- The planner asks questions directly in the proposal
Voice picking: order picking guided by voice
- Picking without a terminal, hands free
- The system speaks the employee’s language
- Works in a noisy warehouse and in cold storage
Order and complaint from the body of an email
- The message is saved as a contact with the business partner
- Draft order with item codes and quantities
- For complaints, you see the source text of each line
What else does AI do in HR, finance, sales, manufacturing and the warehouse?
Select an area and see the features available in production. Each card shows its role: the assistant waits for your question, the agent works on its own.
From email to an order in the ERP
The agent handles the thread with the customer: it monitors the company mailbox around the clock, understands the intent of a message and asks for missing parameters on its own, for example the cross-section and color of a cable. It checks availability and the credit limit, then creates the order in the ERP or passes the exception to the person in charge.
Draft quote or order from a message
No conversation with the customer: AI extracts item codes and quantities from the message and builds a draft quote or sales order. The sales rep checks the lines and approves.
Complaints from an email report
From a complaint email, AI extracts the sender, the document number and the items concerned, then creates a draft complaint. In Asseco Softlab ERP it matches the items to the sales document, in Asseco Merit ERP it recognizes the related order. The operator verifies and approves.
Product descriptions from the item record
AI builds a product description from a set number of text blocks in the selected language, using the listing parameters assigned to the item record or attributes provided by the operator. In Asseco Merit ERP the description is prepared by the “Prepare description” action available in the item and service records.
Translation of descriptions and correspondence
A product description is translated in one click, without leaving the item record. A message or a selected piece of text is translated with automatic selection of the business partner’s language.
Correspondence sorted automatically
The agent classifies messages as an inquiry, an order or a complaint and assigns the activity to the account manager of the business partner.
A contact from email, described right away
AI categorizes a contact created automatically from an email on request, or immediately on save if the sender’s address clearly identifies a person.
Sales opportunities at a glance
One click summarizes all activities and contacts within the selected sales opportunity, without scrolling through the history before a customer meeting.
Sales data on request
Questions in your own language about sales stages, quotes and price lists, instead of building reports and setting filters.
Customer’s open orders
A summary of the value and links to the oldest open orders of the selected business partner.
Contact details and text messages to customers
Contact and address details of the business partner and its contact persons at hand before a visit. The assistant finds the phone number and sends a text message with the content you give.
Recurring invoices without human input
Energy, rent, telecoms: documents based on contracts and fixed allocation keys go from the buffer to posting automatically. All other documents go to the Secretariat with their attributes already filled in.
Document reading without templates
BusinessOCR with a vision model extracts data from invoices and orders, without defining a template for each supplier. It is a shared Businesslink service for both product lines. In Asseco Merit ERP the read document comes back in UFD format.
Cost allocation to cost centers
AI suggests how to split an invoice across cost centers, based on the document lines and the selected controlling model.
Selection of approvers
AI suggests the approvers at each stage of the invoice approval flow, based on the document data and the keywords assigned to cost centers.
Approval process matched to the invoice
When an invoice from KSeF (the Polish National e-Invoicing System) or from OCR is registered, AI selects the correct approval process from the active and approved processes in the system.
Where to register a KSeF document
AI decides whether a document goes to approval, to accounting documents, to purchasing, to a request or to contacts, based on the OCR and KSeF data.
Analytical account suggestion
When an accounting document is registered, AI suggests the expense type and VAT accounts, using the account descriptions valid in the given year.
Readiness to close the period
One question in the chat checks nine closing conditions at once, from posted documents and postings to payrolls.
Approval flow built through conversation
You describe in the chat how the document flow should look, and AI builds a wizard with stages and links. After approval, the process is created in the system.
Payment analysis of business partners
AI shows who pays fastest and who pays latest. It also finds business partners with no settlements since a given period, that is, relationships that have gone quiet.
Full view of settlements with a business partner
One command returns receivables, payables and open items from many records at once, together with totals in the selected currency.
How much money do you need in the account?
AI summarizes scheduled transfers and shows how much money you need in the account in a given period and currency.
Scans and attachments at hand
AI finds accounting documents with attachments by business partner, date and document number, without opening one record after another.
Validation warnings before sending to KSeF
AI summarizes the number and content of warnings and errors from Businesscheck validation for documents going to KSeF, before they leave the company.
Fixed assets and depreciation in the chat
Questions about expected depreciation, tax reliefs and subsidies, and the value of disposed assets by group, without opening the records.
Reminders for overdue approvals
AI shows invoices with an unfinished approval flow and lets you send a text message to the people who are late with posting or approval.
e-ZLA sick notes, bulk approval
The assistant shows unapproved e-ZLA electronic sick notes and approves them one by one or all at once.
Leave requests in one action
The “Approve leave” command opens a list of requests ready for approval. The “Approve all” action closes them together, with a summary of the operation.
ZUS registrations and deregistrations
AI lists the employees for whom you need to generate a ZUS ZUA registration report or a ZWUA deregistration report (Polish Social Insurance Institution).
Medical checkup referrals in bulk
You give a time window, and AI prepares referrals for all employees whose periodic medical checkups are expiring. With the Paperless HR license, they come with an electronic signature right away.
Who covers for an absent employee?
One question returns the type and period of an employee’s absence and the details of the substitute, with the type and duration of the substitution.
Remote work limits under control
AI finds employees who have exceeded the limit of regular or occasional remote work in a given year, without manually compiling records.
Assistant in the employee portal
Employees submit requests and ask about their data without logging in to the ERP. “Add a leave request for tomorrow, substitute John Smith” opens a form with the fields filled in. The assistant also records start and end of work in the time and attendance system. In Asseco Merit ERP the assistant works in the HR Portal and answers questions about company documents.
HR data on request, not by report
Leave record, contracts and salaries, insurance and tax data, all through a question in your own language. The chat also covers professional qualifications, retention agreements and work outside the office.
Production orders proposed from history
The system recognizes patterns of repetitive production in the order history and proposes an order with a quantity and a cycle, without manual triggering. The planner approves in one click or adjusts.
The planner asks, the assistant answers from the data
“Check product X1, where does this quantity come from” gets an answer based on the product structure, stock levels, forecasts and material analysis. A scheduled morning analysis prepares conclusions before anyone asks, and commercially sensitive data is masked before it is sent to the model.
Voice picking: order picking guided by voice
The warehouse worker talks to the system both ways during picking, with hands free. The model runs locally on the mobile device, offline, so recordings never leave the warehouse.
Even more AI capabilities in Asseco ERP
Some AI features do not belong to any module. They work wherever you work: in the desktop client, in the browser and in the portals.
Conversation about data
You ask about data and get a list or a chart, together with suggestions for further questions.Documentation assistant
Answers from company documentation, with a link to the source.Email data in form fields
You copy data from an email, AI maps it to the form fields and remembers the template.Form-filling assistant
The same in a dialog: you dictate the content, the assistant asks for missing fields.BI assistant
Questions in your own language to Cloud Qlik BI, with conclusions and a link to the report.An interface that adapts
The layout moves up what you use most often.What does a working day look like when AI takes over repetitive tasks?
What happens to the data that goes to AI?
This is the first question in any conversation about AI in ERP. Instead of general assurances, we show the path of one query, from your question to the answer on your screen.
- 01 You ask the question in your own session The assistant sees only the data you have permissions for in the ERP. Without permissions for AI features, you get a message that you lack them, not someone else’s information.
- 02 Processing goes to Microsoft Azure The query is processed in the Microsoft Azure cloud, within the Asseco Business Solutions infrastructure.
- 03 The answer comes back to your session The model prepares the answer and its role ends there. Information sent to AI assistants is not used to train language models.
- 04 A person approves the result Language models can make mistakes, so it is worth checking key information in the answers. We say this directly in the documentation instead of pretending to be infallible.
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