Before you automate
How to use AI without replacing your ERP
Your ERP, Tally and spreadsheets stay as the record. AI works around them.
Keep the record where it is
Moving to a new system is expensive and risky. Software that reads from what you already use can help without that cost.
Start read-only
Let it read and report first. Only allow it to send messages or change records once you trust what it reports.
Decide what needs approval
- Anything that spends money
- Anything that goes to a customer
- Any change to price or credit