Key takeaways
- The best agent use cases have clear rules, high volume and a measurable result.
- Each use case below names one concrete action, not just an insight.
- Pick the use cases that match your biggest costs and start there.
“AI in ERP” is easy to say and hard to picture. Here are twenty use cases, each described by the action the agent takes. Use them to find the first processes worth automating in your company. See the agent catalogue for what each eVitalyst agent does.
Leadership
- Ask the business: answer any question across modules with analysis and a recommendation.
- Daily brief: list what changed overnight that needs attention.
- Drill-down insights: explain a movement in profit down to the account and document behind it.
- Approval summaries: summarise a request and its risks for the approver.
Finance
- Supplier invoices: check invoices against order and receipt, and route mismatches.
- Collections: draft reminders by ageing and propose who to call first.
- Cash forecast: warn of a cash gap weeks ahead and show what causes it.
- Close assistant: find unreconciled items and draft accruals before the deadline.
- Duplicate and anomaly watch: stop a second payment of the same invoice.
- Expense review: flag claims outside policy before approval.
Supply chain and manufacturing
- MRP: propose requisitions for components that will run short.
- Production planning: propose the schedule and show the effect of overloads on delivery.
- Data entry from documents: turn a quotation or delivery note into a draft transaction.
- Supplier selection: recommend an award based on price, lead time and delivery history.
- Slow-moving stock: propose actions for stock that has not moved.
- Variance watch: compare issued, used and received material or fuel by site.
People and compliance
- Policy assistant: answer leave and policy questions and prepare the request.
- Document expiry: open renewal tasks for visas, licences and certificates in time.
- Timesheet checks: flag missing or inconsistent timesheets before payroll.
- Onboarding: prepare the employee record and checklist from an offer letter.
How to choose your first three
Score each candidate on three things: volume (how often it happens), clarity (whether the rules are written down) and consequence (what a mistake costs). Start with high volume, high clarity and moderate consequence. Supplier invoices and data entry from documents usually win.
Want the full picture? Download the agentic ERP white paper for leadership teamsor see eVitalyst AI on your own data.