AI agents that work inside SAP Business One
Your team asks questions in plain English and gets answers from live SAP B1 data in seconds. AI agents then do the follow-up work: chasing payments, drafting purchase requests, routing approvals and answering customers on WhatsApp. People stay in control the whole time.
- OpenAI
- Anthropic Claude
- Google Gemini
- DeepSeek
- Azure OpenAI
- Private / on-prem LLMs
See AI chat with SAP Business One in action
Four everyday conversations: sales analysis, purchasing approvals, a reorder agent and a WhatsApp bot. Each one is answered from live SAP B1 data.
Screens from our SAP Business One AI assistant, shown with sample data. Ask us for a live demo on your own SAP B1 database.
Ask, act, automate
Most clients start with a read-only assistant, then add agents once trust is built. You choose how far to go.
1 · Ask: AI assistant
Plain-English questions about sales, receivables, stock, purchasing and approvals. Answers come with tables, charts and links to the SAP documents. It's read-only.
2 · Act: AI agent
The agent plans the steps, prepares the work (a draft order, a reminder, a purchase request) and asks a person to approve before anything is posted.
3 · Automate: scheduled agents
Agents run on a schedule or a trigger: morning sales briefings on WhatsApp, overdue-invoice chasers, low-stock alerts and approval nudges on Teams.
AI agents our SME clients actually use
Practical automations that pay back in weeks, not moonshots.
Sales & margin Q&A
"Top customers this quarter?" "Which items lost margin?" Answers in seconds, with no report building.
Collections agent
Finds overdue invoices, drafts polite WhatsApp or email reminders with the PDF attached and logs each one in SAP.
Reorder agent
Predicts stock-outs from usage and open POs, then prepares a draft purchase request for approval.
Approval assistant
Shows what is waiting, with whom and why. It sends reminders on Teams and summarises documents for approvers.
Document AI
Reads vendor invoices, delivery notes and purchase orders from PDF or email, and creates draft documents in SAP B1.
Customer support bot
Order status, invoice copies, statements and payment links on WhatsApp or web chat, 24×7.
Order-taking agent
Turns WhatsApp or email orders from regular customers into draft sales orders with the right prices and stock checks.
Daily briefing
Every morning, owners get a short WhatsApp summary of yesterday's sales, collections, cash and exceptions.
Built so your auditor and your IT team can relax
We've put AI into production on real SAP B1 systems, and these guardrails are standard in every build:
- The AI never writes SQL. It can only call fixed, parameterised, read-only queries that we define and test.
- Role-scoped access. The assistant sees only the modules the user's role allows. Anything else is refused before a query runs.
- Human approval for every write. Agents create drafts that follow your normal SAP approval workflow.
- Full audit trail. Every question, lookup and action is logged with the user, time and token usage.
- Keys stay on the server. API keys never reach the browser, and rate limits stop runaway costs.
- Your data, your model. Use a commercial model, Azure OpenAI in your region, or a private model that never leaves your network.
How it connects
- Your people & customers
Web portal, Microsoft Teams, WhatsApp, mobile app
- TopNotch AI agent server
Access checks, approved tools, guardrails, audit log, rate limits
- Language model of your choice
OpenAI · Claude · Gemini · DeepSeek · Azure OpenAI · private LLM
- SAP Business One
Service Layer, DI API and read-only SQL Server / HANA views
From idea to working AI agent in weeks
Use-case workshop
We pick 2–3 questions or tasks that cost your team the most time.
Pilot on your data
A read-only assistant running on a copy of your SAP B1 database, usually within 2–3 weeks.
Agents & channels
Add approvals, drafts and WhatsApp or Teams once the pilot proves its value.
Monitor & improve
Monthly reviews of usage, accuracy and cost, plus new tools as your team asks for them.
Agentic AI: frequently asked questions
What is agentic AI?
Agentic AI goes beyond answering questions. An AI agent can plan several steps, use tools such as SAP B1 lookups, document creation or WhatsApp messages, and complete a task. In our builds, agents prepare the work and a person approves anything that changes business data.
Does the AI work with SAP Business One on SQL Server as well as HANA?
Yes. We connect through the SAP B1 Service Layer and DI API for documents, and through read-only views for fast lookups on both Microsoft SQL Server and SAP HANA. SAP B1 version 10.0 is recommended.
Is our SAP data sent to OpenAI or other AI companies?
Only the minimum needed to answer the question is sent, such as the question and the relevant rows, never the whole database. If data must stay in-country or on your network, we use Azure OpenAI in your region or a private model hosted on your own servers.
Can the AI make mistakes?
Language models can misread a question, which is why our assistants show the lookups they used and link to the source documents, so users can check. Agents never post directly. They create drafts that a person approves.
Can you build AI agents for Zoho, Tally or a custom ERP?
Yes. The same architecture works with any system that has an API or a database we can read safely, including Zoho, Tally, Odoo and custom ERPs, as well as CRMs and helpdesks.
How much does an AI agent cost?
A pilot assistant on your SAP B1 data is a fixed-price project. Running costs are the model's usage fees (often a few dollars a month per active user) plus optional hosting and support. We'll estimate both before you start.
Where we work
Based in Coimbatore, delivering across India and abroad, remotely and on-site.
Bring your challenges to us. Let's solve them together.
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