Do we have to replace our accounting software or ERP to automate our processes?

No. Automating a process does not mean replacing your accounting software or your ERP.

Our AI agents, and most of the process automation work we do, sit between the tools a business already pays for. Your accounting software or ERP stays exactly where it is, doing exactly what it already does.

An automation sits between the tools you already pay for

Picture the process you want to automate. Somewhere in it, a person reads something in one place and types it into another. That gap between the two places is where the automation goes.

It connects to your accounting software or ERP from the outside, the same way it connects to every other tool already in that process: a form, a spreadsheet, an inbox, a scheduling tool. The automation's job is to make those tools talk to each other, picking up what one tool holds and placing it where the next tool needs it.

That is true whether the automation is a simple set of steps or an AI agent: it sits between the systems you already use and makes them work together.

Who handles the connecting, retrying and logging

We build process automations on automation platforms that already handle the connecting, the retrying and the logging.

The platform underneath the automation handles that work.

Keeping the system you already run

A business that already runs industry software or an ERP keeps it.

If part of your workflow still runs through a shared spreadsheet next to your ERP, that spreadsheet is where the automation connects in.

Your ERP keeps its role as the system of record for the data it already holds. The automation adds the step that moves information between it and the rest of your workflow.

This matters if you picked your ERP or accounting software after a careful comparison, trained your team on it, or linked it to other tools you rely on. That work stays in place.

The question becomes which process around that system still runs by hand, and whether that process is worth automating on its own.

Picking the first process to automate

Think about the processes you run again and again, the ones where the steps are always the same. A process like this is a good place to start, because it does not call for a judgment call at each step.

Write down where the process starts, what has to happen in the middle, and where it ends. You do not need to touch your ERP or accounting software to do this. The automation sits on top of the process you already follow, next to the tools you already pay for.

You might have more than one process in mind. A billing step, an onboarding step, a reporting step: each one is worth writing down, even before you know which one to automate first.

You do not have to decide alone which process to start with.

What happens on a scoping call

You bring three candidate processes, and we tell you which one pays back fastest.

You do not need to prepare a technical description of each process beforehand. Naming the three processes you are weighing is enough to start the conversation.

When a process runs by itself

We automate one process you pick, and it runs by itself two weeks from the kickoff workshop.

Your accounting software or ERP stays where it is. The automation sits next to it, moving the process you chose from the first case onward.