Artificial Intelligence & Machine Learning
AI in CRMconnect means the Arvis assistant, which answers from company data and builds reports and dashboards from a prompt, an MCP connector that lets you work from Claude or ChatGPT with CRMconnect data, and supplier invoice scanning with automatic matching against purchase order and goods receipt. Everything runs on CRM, warehouse and ERP data, within each user's rights.
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Artificial Intelligence & Machine Learning in your team's daily work
The Arvis assistant on company data, reports from a prompt, an MCP connector for Claude and ChatGPT, and supplier invoices scanned and matched automatically.
Key Benefits
- The Arvis assistant answers from live company data, on the screen you are working in, and builds reports and dashboards from a prompt.
- MCP connector: work from Claude or ChatGPT with CRMconnect data, under your own permissions.
- Supplier invoices are scanned, with lines, VAT and totals extracted and matched to the purchase order and receipt.
- The model is chosen per customer (Anthropic, Google, OpenAI), with training opt-out.
- AI interactions are kept in the account's audit trail.
How it works
- 1Upload a supplier invoice (PDF or scan); the system extracts the data and matches it to the order and receipt.
- 2Quantity or price differences surface at approval; the validated invoice syncs with the ERP.
- 3The assistant and the MCP connector read CRM, warehouse and ERP data within each user's rights.
- 4Actions suggested by AI that change data are approved by a person.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
Which AI features are available today?
The Arvis assistant with reports and dashboards from a prompt, the MCP connector for Claude and ChatGPT, and supplier invoice scanning with matching against order and receipt.
Is company data used to train the models?
No. Models are configured with training opt-out, and interactions are kept in the audit trail. Details in the guide on integrating AI with CRM and ERP.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.