Your ERP system runs all the mission-critical aspects of your business. That means that the data and processes flowing through your core business systems today will power the intelligent capabilities that drive your success tomorrow.

That is particularly relevant as we contemplate the transformative power and potential of AI can have in the workplace when new capabilities are integrated with ERP features and functions. As we consider the future of work and how technology can help spur new levels of productivity, resiliency, and growth, Acumatica is working to creatively leverage AI’s capabilities in practical and meaningful ways that address organizational challenges and obstacles.

In recent blogs that are part of our “AI That Works For You series,” we have shared our approach to delivering practical AI solutions that deliver powerful results. And we’ve shared how Acumatica’s Intelligent Advisors leverage machine learning to detect inconsistencies, forecast scenarios, and provide actionable insights.

And in my previous article, Acumatica AI Studio: Delivering AI That Works for You | Acumatica Cloud ERP  we introduced Acumatica AI Studio, demonstrating how you can leverage large language models (LLMs) to automate predefined user actions within ERP systems without needing any coding expertise. While powerful, these scenarios are typically well-structured and encapsulated into clearly defined single actions.

But what if your workflows aren’t always neatly predefined?  Today we will discuss how AI will enable your ERP solution to interact with you – transforming ERP interaction with intelligent agents.

Let’s explore two powerful scenarios where AI-driven interactive assistants can transform how users engage with ERP systems.

Scenario 1: Dynamic User Interaction via Voice and Chat

Imagine an ERP interaction where the next action is not predefined but determined based on the outcome of the previous step. Consider a user browsing data: each result influences what the user decides next. This scenario, demonstrated successfully at our Summit 2025 event in January, signifies a profound shift in user experience and interface design.

With this AI-driven approach, users can execute actions intuitively through voice or chat. For example, imagine receiving a physical check and simply instructing the system:

“Enter a check for $200 from customer ABC Studios and apply it to their latest invoice.”

The ERP system captures your voice or chat command, translates it into API calls, and then seamlessly navigates to the completed payment entry for your quick review and approval. This dramatically simplifies tasks and accelerates processes by making interactions intuitive and natural.

Scenario 2: Autonomous ERP Operation with AI Reasoning

In the second scenario, the ERP system operates entirely autonomously, handling complex logical decisions and reasoning without human intervention. A prime example is bank reconciliation. When the system receives a notification about a new bank transaction, it autonomously assesses:

• • The type of incoming record.
  • The relevant business account for the payment.
  • Whether to match this payment to an existing transaction or create a new entry.

Unlike strictly predefined instructions, this scenario provides high-level guidance, with the AI dynamically deciding each subsequent step based on prior outcomes. The ERP system effectively manages complex reasoning tasks that traditionally required significant human involvement, thus significantly enhancing operational efficiency.

Integration with AI Studio

Both scenarios seamlessly integrate with Acumatica AI Studio – a dedicated platform that is part of Acumatica’s low-code/no-code customization framework. Prompts generated within AI Studio serve as foundational elements or “bricks” to build complex, reasoning-driven behaviors. This layered integration means users can easily scale from simple automation to advanced autonomous agent models, all within the same ERP environment.

The Impact of Intelligent ERP Agents

Embracing AI-driven interactive assistants profoundly enhances productivity by:

• Simplifying ERP interactions through intuitive voice and chat interfaces.
• Reducing or completely eliminating routine manual tasks.

These capabilities highlight the true potential of AI in ERP systems, making complex processes simpler, faster, and significantly more productive.

We have now covered each of the aspects of Acumatica’s AI-First Strategy: AI Automation, AI as an Intelligent Advisor, and AI Interactive Assistants. But, to best serve you, these capabilities must be developed and implemented responsibly. In our next blog, we will share the clear principles guiding how we pursue our AI vision in a way that protects your data privacy, ensures security, and will earn your trust.

Are you ready to experience the future of ERP interaction? Dive into Acumatica’s AI-powered capabilities and transform your operational efficiency today.