AI agents for your ERP and files

Ask once. Specialist agents do the work, and nothing is written until you approve.

  • Business Central
  • SharePoint
  • OneDrive
Or build your own agent
  • Approval before every write
  • Inherits your Business Central permissions
Demo: specialist agents answer a question, and nothing is written until you approve.

One request. A team of agents.

  1. The request

    Ask for the whole job.

    The coordinator splits it into tasks for the right agents.

    Prepare the Q3 review: overdue invoices by customer, the matching contracts in SharePoint, and a chart.
    1. Overdue invoices by customerBusiness Central37 overdue
    2. Matching contractsFiles & knowledgeTrey Research - Service agreement.pdfAlpine Ski House - MSA 2025.pdf
    3. Q3 chartCharts
  2. Hand-off

    Each task goes to its specialist.

    Business Central, files and charts agents work in parallel.

    MyWorkMate
    • Business Central
    • Files & knowledge
    • Data analysis
    • Charts
    • Research
    • Planning
    A coordinator agent connected to six specialist agents
  3. Result

    One answer, merged.

    Figures, contracts and the chart, in one reply.

    Prepare the Q3 review: overdue invoices by customer, the matching contracts in SharePoint, and a chart.

    Four customers are more than 60 days overdue, for a total of $48,920.

    2 matching contracts in SharePoint
    • Trey Research - Service agreement.pdf
    • Alpine Ski House - MSA 2025.pdf
    Overdue more than 60 daysAmount overdueTotal $48,920
    Overdue more than 60 days
    Trey Research$18,450
    Alpine Ski House$12,300
    Relecloud$10,870
    School of Fine Art$7,300
    The overdue receivables answer, from the CRONUS sample company

Files you can find, even by picture

  1. Files agent

    Search by what a photo shows.

    Connect, index and search your files. It understands what your images show.

    • OneDrive
    • SharePoint
    2,316 files indexed

None fits? Build your own.

  1. Build your ownComing soon

    Build agents for your processes.

    Snap together rules, tools and data.

    New agentCollections assistantReady to run
    • RulesRemind customers over 60 days overdue
    • ToolsBusiness Central · read
    • DataCustomer ledger

Where it works. And when.

  1. ConnectorsPartly available

    Plugged into your systems.

    Business Central through its official MCP server.

    • Business CentralOfficial MCP server
    • OneDriveFiles, synced
    • SharePointSites and libraries
    • Uploaded filesPDF, Excel, Word
    • The webSearch and read
    • Add any MCP serverComing soon
    • CRM systemsComing soon
    • OutlookComing soon
    • TeamsComing soon
  2. SchedulesComing soon

    Runs on schedule. Reports back.

    It works while you are away.

    You: away
    Every Monday · 08:00Overdue receivables summaryScheduledRunningSent
    • Next run: Monday 08:00
    • Reading the customer ledger
    • Sent to the finance team

You stay in control.

  1. Governance

    Nothing changes without your approval.

    Every write waits for you.

    Waiting for your approval

    Create 3 reminder entries for overdue customers in Business Central?

    Trey Research · Alpine Ski House · Relecloud

    • Write accessApproval rules
    • Ask before every write
    • IsolationPer user, per company
    • Audit logComing soon
    • Memory you can reviewComing soon
  2. Permissions

    Decide once what each tool may do.

    Allowed, ask first or denied. Your rules hold in every chat.

    Tool permissions
    • Read the customer ledger: Allowed
    • Search SharePoint and OneDrive: Allowed
    • Create payment reminders: Ask first
    • Edit customer cards: Ask first
    • Send emails: Denied
    • Edit files: Denied

    Applies to every agent, in every chat.

Hand the busywork to your agents.

Try them free on your own Business Central. You approve every change.

Plans

One price for the whole company.

Unlimited people on every plan. An annual plan costs ten months.

Test Drive Free, no card. Connect your Business Central and use all three models until the allowance runs out.Start free
Start hereTeamFor a finance or operations team getting started
$408 /month
Billed $4,900 a year
  • Unlimited people
  • All three models: Eco, Balanced and Pro
  • About 1,400 requests a month included
  • 20,000 files from SharePoint and OneDrive
  • Spending caps per person and team
Choose Team
Most value per dollarBusinessFor companies running more of their work through it
$1,242 /month
Billed $14,900 a year
  • Everything in Team
  • A larger monthly allowance for chat and files
  • About 6,300 requests a month included
  • 100,000 files
  • Top up whenever you need more
Choose Business
For larger companiesEnterpriseUsage, files and terms sized to your companyCustomPriced by company size
  • Everything in Business
  • Usage and files sized to your company
  • Terms agreed with you
Contact sales

Guided onboarding: included with annual plans; we take 4 new companies a month.

Fair questions.

Will it invent numbers?

No. Every figure comes straight from Business Central.

Who sees what?

Only what each person can already see. Writes wait for approval.

How long to set up?

Sign in with your work account and connect. Minutes.

We already have an AI assistant.

This one shows your Business Central data as charts and asks before changing anything.

What does it cost?

One price for the whole company. The Test Drive is free, no card.