Just ask your ERP
Give your AI assistant live, governed access to your ERP so finance and ops can ask questions and take action in plain language.
The only data layer that lets any AI assistant query and write to your ERP so finance and ops can just ask and it is done.
ERPs are the hardest systems to get answers out of
Getting anything out of the ERP means a report request, a consultant, or SQL—the APIs are proprietary, the schemas are deep and heavily customized, and half of it runs on-prem where most tools can't reach. CData turns the ERP into something your team can just talk to.
An AI assistant for the ERP as it really is
Finance and ops ask and act in plain language; IT preserves the ERP governed—customizations, on-prem deployments, and per-user permissions.
Ask the ERP, then let the agent act on it
Talk to your ERP in plain language
Ask “what’s our open AP by vendor?” or “which orders shipped short this week?” and get a live answer from the ERP—no SQL, no report queue.
From questions to actions—the agent writes back
Because Connect AI supports read and write, the assistant extracts and maps GL data, automates AP steps, and sends order-error alerts—routine ERP busywork handled by the agent.
Cut the consultant and report-writer dependency
With the assistant querying the ERP directly, finance and ops self-serve the answers they used to wait and pay for—in the assistant they already use, including Copilot and Copilot Studio.
The layer that makes the ERP safe to open to AI
Customized and on-prem included
Connect AI discovers your custom objects and fields automatically, and reaches on-prem and legacy ERPs through the Connect Gateway without opening inbound ports.
Governed, per-user ERP access
SSO, workspaces, and per-user permissions mean each user reaches only the ERP data they’re cleared to see—and every query is logged, with sensitive financial data governed at the connection.
Efficient across big ERP schemas
Source-level semantic intelligence teaches the model each ERP’s shape up front—cutting tool calls about 35% and lowering token cost—so querying a sprawling ERP stays fast and affordable.
What teams get from it
Finance and ops stop waiting on the report queue, the agent takes the busywork, and IT keeps every ERP query per-user and governed.
Behind the firewall
The Connect Gateway brings on-prem SQL, legacy Epicor, and SAP into reach without opening inbound ports.
Setup the Connect AI GatewayBusywork to the agent
Data extraction and mapping, AP steps, and order-error notifications handled by the assistant—read and write.
Per-user, governed
SSO, workspaces, and per-user permissions mean each user reaches only their cleared ERP data—access finance can trust.
No report queue
Finance and ops ask the ERP in plain language and self-serve what used to require a report writer or an outside consultant.
How it works: connectivity, context, control
Connect AI turns a proprietary ERP into a governed, queryable, writable interface. No native MCP Server, custom ERP API build, or MCP gateway offers the same combination.
Reaches every ERP and the rest of your data
Deep ERP coverage
Full object and field coverage of NetSuite, Dynamics 365 / Business Central, Acumatica, Epicor, Sage Intacct, QuickBooks, Oracle, and SAP—with read and write through one standardized relational interface, and on-prem systems reached through the Connect Gateway.
Makes a complex ERP queryable
Works with the ERP you built
Custom-entity support discovers your custom objects and fields automatically, semantic intelligence teaches the model each ERP’s shape, and derived views save business-ready answers—like “open AP by vendor”—the assistant reuses.
Governed, per-user ERP access
Every user, only their cleared data
Passthrough identity, SSO, and workspaces scope the assistant to the right ERP modules and each user’s own permissions. Every ERP query is logged, with sensitive financial data governed at the connection.
How teams talk to their ERP with Connect AI
From report queue to plain-language answers
Delivering new or updated reports to leadership is a constant demand for Finance teams—and a time-consuming one. Enable AI to query across all the systems your data lives in and turn that effort into a question.
CData
Connect your assistant to the ERP you run
Connect any MCP-enabled AI client to the ERP your business runs on—cloud, customized, or on-prem.
