We connect SAP Business One, Holded, Odoo or Microsoft Dynamics 365 with your AI workflows, quotes read from the catalogue, validated orders written to the ERP and prices under control, with idempotency so nothing gets duplicated.
The workflows, examples and figures on this page are illustrative composites and modelled targets, not measured client results. In a real project, we define the baseline, thresholds and human review with your data before rollout.
SAP Business One, Holded, Odoo and Dynamics 365 are not spreadsheets. Every order has its number, every line its rate, every customer its contractual discount. An AI that writes without understanding that model breaks the accounting close, inflates stock or applies a discount nobody approved. And a duplicated order from a badly handled retry is a customer call and a delivery note to cancel.
We build the connectors with the same seriousness your finance team applies to bookkeeping: reads of the real catalogue and price lists, idempotent writes of validated orders, discount control by rules you approve, integration with logistics and 3PL, and a log of every operation the ERP owner can audit. If SAP changes an endpoint or Holded updates a webhook, we absorb it.
A request reaches the CRM; the connector reads pricing, discounts and inventory from the ERP, prepares the quote and, after validation, writes the order and logistics status. Sales, back office and operations handle their exceptions.
SAP Business One, Holded, Odoo or Dynamics retains customers, price lists, stock and orders; the CRM supplies the opportunity and owner, while the 3PL returns dispatch and delivery status.
Out-of-policy discounts, unmapped SKUs, stale inventory, new customers, API limits, timeouts and uncertain write state remain pending to avoid silent decisions or duplicates.
The sales lead approves exceptional discounts and terms; back office validates uncertain customer records and orders; operations reconciles stock or 3PL failures before confirming with the customer.
Canonical entity mapping, APIs and webhooks, idempotency keys, retry and reconciliation queues, least-privilege access and an audit trail with previous value, new value and actor.
SAP Business One, Holded, Odoo or Dynamics with HubSpot, Salesforce or the current CRM, plus the 3PL connector returning availability and order status.
The sales agent reads the catalogue, current price lists and customer conditions directly from the ERP, and prepares a quote with real product, price and lead time, not from a PDF six months old.
When the customer confirms, the connector writes the order to SAP B1, Holded, Odoo or Dynamics 365 with the right line, delivery address and account owner, passing through every ERP validation first.
Keeps customers, contract conditions and price lists in sync between the commercial CRM and the ERP, so sales always see the real rate and back office doesn’t redo the customer record.
Integrates the ERP with the logistics operator or 3PL: order status, delivery notes, delivery incidents and live stock, flow back to the ERP and CRM without an intermediate spreadsheet.
Reads purchase history, applied rates, payment terms and rotation from the ERP and prepares the next proposal or follow-up, no jumping across three screens for the sales rep.
Baseline assumption: Every quote goes through back office to validate price, discount and availability, taking one to two days. Orders are typed into SAP B1 by hand from a sales rep’s email, with an error margin that costs a credit note every couple of weeks. The stock the rep sees is out of date and out-of-stock SKUs get offered. The 3PL sends a daily CSV someone uploads into the ERP mid-afternoon.
Modelled operating target: The sales agent reads the price list, contract discounts and real stock from SAP B1 and prepares a valid quote in under five minutes. Confirmed orders are written to the ERP idempotently, a retry from a timeout doesn’t create a duplicate. Sync with the 3PL is continuous and statuses land in the CRM with no intervention. Out-of-rule discounts escalate to the sales lead before being final.
Enterprise CRM with fine-grained permissions, AI workflows that respect the data model.
Enterprise CRM/ERP suite in the Microsoft ecosystem, native fit with 365 and Power Platform.
Reference ERP for mid-market distribution and manufacturing, document extraction and ops orchestration.
Spanish cloud ERP widely adopted by SMBs, invoicing, expenses and reconciliation automation.
Modular open-source ERP, AI agents and workflows on top of sales, inventory and project modules.
Email, calendar and SharePoint as channel and context, triage, drafting and RAG over your inbox and files.
Every write operation carries a unique idempotency key. If the network fails and the agent retries, the connector checks the key before executing; if it cannot confirm state, it leaves the operation pending for reconciliation instead of writing again. We apply and test the same control for customers, lines and delivery notes.
You do, via rules approved before deployment. The agent only applies price lists active in the ERP and discounts within the customer’s contractual range. Any request outside that range stays pending and escalates to the sales lead, it never gets signed off on its own.
No. We work with SAP Business One, Holded, Odoo, Microsoft Dynamics 365 and the leading ERPs in the market via their official APIs. If your ERP is bespoke or sits behind a custom layer, we evaluate database, webhook or intermediate-connector integration. No forced migrations to get started.
The connector respects ERP transactions: either the full operation is written or nothing is. If the ERP returns a validation error, the operation lands in a reviewable queue with the reason, leaving no partial records behind. The accounting close stays clean.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day, not a canned demo.
