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AI agents

eVitalyst AI agents, and what each one does

Each agent has one job and a clear example of what it does. Use the list to find the first processes worth handing to an agent in your company.

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AI Business Assistant

Answers questions about any module in plain language and analyses the answer: trends, risks and recommendations, with tables and charts.

Example actionFlags that three customers make up most of this year's revenue and recommends a concentration review.
Leadership

Insight Developer

Builds an executive overview mapped to your own chart of accounts and KPIs, drillable from group to company, account and document.

Example actionOpens the net profit line, drills to the cost centre behind the change and explains it.
Leadership

Daily Brief

Summarises what changed in the business since yesterday, inside eVitalyst itself with no outside AI tool needed, so the day starts with priorities, not searching.

Example actionLists overdue receivables that crossed a threshold overnight.
Leadership

Dashboard Builder

Creates a chart or dashboard from a description, on live data, without a developer.

Example actionBuilds "purchase spend by department, last 6 months" and pins it to your dashboard.
Leadership

Entry Advisor

Advises people while they enter transactions: unusual values, missing information and the usual next step.

Example actionWarns that a unit price is far above this supplier's recent prices before the order is saved.
Platform

Data Entry Agent

Creates records in the modules you choose from a description, a document or a spreadsheet, as drafts for a person to approve.

Example actionTurns a supplier's quotation into a draft purchase order with the right items and prices.
Platform

AP Invoice Agent

Captures supplier invoices with AI and RPA, then runs them through a guided entry and approval workflow, checked against the purchase order and goods receipt.

Example actionHolds an invoice whose quantity is higher than what was received and routes it to the buyer.
Finance

Production Planning Agent

Proposes what to make, when and on which resource, from orders, stock and capacity.

Example actionMoves a job to the next shift because the line is overloaded on Thursday and shows the effect on delivery.
Operations

MRP Agent

Calculates material needs from the plan and bills of materials, and proposes purchase requisitions and transfers.

Example actionProposes a requisition for a component that will run short in nine days, sized to the lead time.
Supply chain

Local Intelligence

Remembers context and results from earlier questions in a local vector memory and reuses them, instead of calling an external AI model every time.

Example actionAnswers a repeat month-end question from local memory, faster and without a new model call.
Platform

Connect your AI tools (MCP)

Lets AI assistants such as Claude or ChatGPT work with eVitalyst through the Model Context Protocol, with the same permissions as the user.

Example actionA manager asks their AI assistant for open purchase orders and gets them from eVitalyst.
Platform

Collections Agent

Watches receivables, drafts reminders by customer and ageing, and proposes who to call first.

Example actionDrafts a reminder for every invoice that passed 60 days, ready to review and send.
Finance

Cash Forecast Agent

Projects cash for the coming weeks from receivables, payables, payroll and orders.

Example actionWarns of a cash gap in week 7 and shows which payments cause it.
Finance

Month-end Close Assistant

Tracks the close checklist, finds unreconciled items and drafts accruals for review.

Example actionLists bank lines not yet matched two days before close.
Finance

Anomaly Watch

Looks for duplicate invoices, unusual payments and price variances across the business.

Example actionStops a second payment of the same invoice number from the same supplier.
Finance

Spend and RFQ Agent

Compares supplier quotations on price, lead time and history and recommends an award.

Example actionRecommends the second-cheapest supplier because the cheapest delivers late.
Supply chain

Approval Co-pilot

Summarises each request and its risks for the approver, on web or mobile.

Example actionTells the approver this order is 30% above budget for the project.
Leadership

Variance Watch

Compares what was issued, used and received for materials, fuel and spares, by site or vessel.

Example actionAlerts the project manager when diesel delivered to a site is below what left the store.
Operations

Compliance Watch

Tracks certificates, permits and document expiries and opens the renewal task in time.

Example actionOpens a renewal task 45 days before a vessel certificate expires.
Operations

HR and Policy Assistant

Answers employees' questions on leave, policies and payslips, and prepares requests for approval.

Example actionExplains a leave balance and drafts the leave request.
People
How agents are introduced

One process at a time, measured

We start where effort or risk is highest and the rules are clear. Each agent begins by preparing work for approval. As the share of proposals accepted without change rises, you decide whether it may do more.

Need an agent for your process?

eVitalyst is customizable to any degree. If a process in your company follows clear rules and costs your team time, we can design an agent for it.

Discuss your process
Free white paper

Agentic ERP: a guide for leadership teams

The five levels of agentic ERP, where value comes first, how to keep control, the economics of AI and a 90-day roadmap. Sent to your business email.

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Pick your first three agents

We will help you choose where agents create the most value in your company.

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