Agentic AI ERP & CRM for Mid-Market Enterprises
Deploy Agentic AI ERP & CRM Workflows That Write Back Safely to Your System of Record.
We design autonomous AI agents that execute end-to-end finance, ERP, and CRM workflows—while deterministic governance gateways
and prompt firewalls keep your ledgers, contracts, and customer data within compliant boundaries.
Why 60% of Enterprise AI Deployments Fail in Legal & Security Review
Probabilistic Risk
Non-deterministic AI models lack hard guardrails, risking unauthorized ledger modifications and hallucinated contract terms once they are allowed to write back to ERP or CRM.
Cyber Egress & Prompt Injection
Inbound invoices, vendor PDFs, and malicious inputs can hijack unvetted agents to steal privileged credentials or exfiltrate sensitive operational and customer data.
Regulatory Deadlock
Enterprise C-suites cannot legally authorize agentic AI deployments without plain-language decision logs, audit trails, and strict alignment with EU AI Act and sectoral regulation.
The Sovereign AI ERP Architecture
Agentic ERP and CRM sit at the center. Governance and cyber defense operate as a control plane that lets CFOs, CISOs, and General Counsels approve agents that truly run processes—not just copilots.
Pillar 1: Governance Gateway
Deterministic spending thresholds, dual-authorization filters, and plain-language decision lineage with complete prompt logs tied to each financial or CRM write-back.
Continuous mapping to EU AI Act, SOC 2, and ISO 42001 so counsel and audit committees can sign off on agentic workflows.
Pillar 2: Cyber Defense Perimeter
In-line LLM prompt firewall to prevent jailbreaks and indirect injections, with attribute-based access control (ABAC) ensuring strict segregation of ledgers, HR, and CRM data.
Dedicated private VPC or on-prem enclave deployment with zero data retention beyond governed logs.
Pillar 3: Agentic AI ERP & CRM Engine
Continuous three-way invoice matching, automated variance explanations, predictive inventory, and automated procurement routing—all executed by agents.
Real-time conversational executive cockpit with natural-language scenario queries and CRM pipeline insights, backed by deterministic controls.
Engagement Models
Tier 1: 14-Day AI Governance & Security Audit
Fixed Fee: $5,000 – $10,000.
Vulnerability scan, data egress mapping, and deterministic rule blueprint for the first agentic ERP/CRM workflow in your environment.
Tier 2: 90-Day Tri-Pillar Implementation
Project Fee: $25,000 – $50,000.
Full installation of Governance Gateway, Prompt Firewall, and the initial agentic ERP and CRM workflows (P2P, O2C, or pipeline/forecast).
Tier 3: Managed AI Governance & Threat Retainer
Recurring: $10,000 – $25,000 per month.
Continuous threat monitoring, model drift tracking, and rule updating as new agentic workflows are onboarded across finance and customer domains.
From Zero to Governed Agentic Execution in 90 Days
Phase 0: Foundation & Data Cleansing
Weeks -4 to 0
ERP, CRM, and data-quality assessment, critical-process mapping, and initial governance requirements agreed between CFO, CISO, and General Counsel.
Phase 1: Immediate Impact & Core Process Activation
Days 1–30
Stand up the first agentic workflows (e.g., invoice matching or pipeline hygiene) under tight spending thresholds and human-in-the-loop review.
Phase 2: Advanced Workflows & Firewall Deployment
Days 31–60
Deploy the prompt firewall, ABAC, and expand agents into procurement, collections, or CRM segmentation with deterministic guardrails.
Phase 3: Autonomous Execution & Continuous Close
Days 61–90
Move towards governed autonomous execution, with continuous close, real-time scenario analysis, and approvals routed through the governance gateway.
Direct Access to the Architect—Not Junior Account Managers
Enterprise AI transformation requires cross-domain judgment spanning cybersecurity, legal compliance, and financial engineering. Working directly with a solo principal guarantees speed, confidentiality, and institutional-grade focus without agency middle-management overhead.
Schedule Your 20-Minute Executive Risk Evaluation