AI Assistant
Your enterprise system
explains itself
An AI copilot embedded in every screen. Ask where to find data, how to perform actions, or what a field means — and get instant, contextual answers. No training manuals. No support tickets.
Find anything
instantly
New employees and infrequent users don't need weeks of training. Ask the assistant where something is, and it navigates you there — highlighting the exact screen, tab, and filter.
Go to Procurement → Purchase Orders in the sidebar, then click the "+ New PO" button in the top-right corner. I've opened it for you.
Ask questions about
your live data
No SQL required. Ask in plain English and get answers with numbers, summaries, and visualizations — all queried through the governed REST API with full permission checks.
Here are the top 3 customers by Q4 2025 revenue:
Combined: $1.07M (45% of total Q4 revenue).
Step-by-step guidance
for any workflow
Ask "How do I…?" and the assistant walks you through the process with numbered steps, highlighting each button and field along the way. Like having a trainer sitting next to you.
Here's how to issue a credit note:
- Open Invoices from the sidebar
- Find the invoice and click View Details
- Click "Issue Credit Note" in the actions menu
- Enter the credit amount and reason
- Click Submit — a new CN document is created and the balance is adjusted automatically
Note: Credit notes over $10,000 require manager approval.
Understand any field
in context
Hover over a field and ask "What is this?" — the assistant explains what the field does, where the data comes from, what validation rules apply, and shows example values.
Cost Center is a financial tracking code that links this contractor's expenses to a specific department budget.
Proactive alerts for
unusual patterns
The assistant monitors your data continuously and flags anomalies — duplicate invoices, unusual order amounts, missing approvals, or data inconsistencies — before they become problems.
I found 3 anomalies in March invoices:
INV-0152 and INV-0148 have identical amounts ($18,200) for the same vendor within 3 days.
INV-0155 ($142,000) is 4.2x higher than the vendor's average order. May need review.
INV-0149 ($62,100) was paid without VP approval. Approval threshold is $50,000.
Connect dots across
the entire system
The assistant understands relationships across all modules. Ask about a customer and get their orders, invoices, payment history, open tickets, and risk score — all in one answer.
Oakridge Manufacturing Ltd. — full overview:
Audit readiness
on demand
Ask the assistant to run compliance checks and get an instant report — who changed what, when, and whether all approval chains were followed. SOX, GDPR, and HIPAA-ready.
Compliance report for Q1 orders > $50K:
Generate reports by
describing them
No report builder UI needed. Describe what you want in plain language — time range, filters, grouping, chart type — and the assistant generates it instantly with export options.
Generated Revenue by Region report (Oct 2025 – Mar 2026):