ERP and accounting systems: finance and operations questions at the right grain

ERP & accounting connectors

• Acumatica

  Acumatica reporting without a new generic inquiry: ask about AR aging, sales orders, stock items, projects and branch results from Claude, Teams or Slack.

  Status: Available
• Dynamics 365 Business Central

  Business Central AI questions about customer ledger entries, overdue invoices, item availability and dimension results, asked in Claude, Teams or Slack.

  Status: Available
• Dynamics 365 Finance & Operations

  Dynamics 365 Finance reporting in plain language: ledger balances by financial dimension, vendor aging, open sales orders and inventory by site and warehouse.

  Status: Available
• Infor

  Infor reporting in plain language: customer order backlog, item availability, ledger balances and production in Infor CloudSuite and M3 via ION and Data Lake.

  Status: Available
• NetSuite

  NetSuite MCP for finance teams: ask about AR aging, revenue by subsidiary, period close and vendor bills from Claude, with each person's NetSuite role applied.

  Status: Available
• Odoo

  Odoo AI questions about sale orders, unpaid invoices, stock on hand and manufacturing orders, answered from your Odoo database under each user's access rights.

  Status: Available
• Oracle E-Business Suite

  Oracle EBS reporting in plain language: GL balances by ledger, AP holds, AR aging and open sales orders by operating unit, asked from Claude or Teams.

  Status: Available
• Oracle Fusion

  Oracle Fusion AI questions about payables invoices, receivables installments, ledger balances and purchase orders, with data access sets applied per person.

  Status: Available
• QuickBooks

  QuickBooks AI questions for small business finance: overdue invoices, unpaid bills, profit by class and cash in bank accounts, asked in Claude or ChatGPT.

  Status: Available
• Sage Intacct

  Sage Intacct reporting in plain language: GL balances by dimension, AP and AR aging, project margin and multi-entity results, asked from Claude or Teams.

  Status: Available
• SAP Business ByDesign

  SAP Business ByDesign integration over OData: ask about sales orders, invoices, purchasing, stock and projects from Claude, Teams or the web app.

  Status: Available
• SAP Business One

  SAP Business One reporting in plain language: open A/R invoices, sales orders not delivered, stock by warehouse and business partner balances, from Claude.

  Status: Available
• SAP ECC

  SAP ECC reporting in plain language: open customer items by company code, sales order backlog, purchase order history and stock, under SAP authorizations.

  Status: Available
• SAP S/4HANA

  SAP MCP server for S/4HANA Cloud: ask Claude or Copilot about sales orders, deliveries, billing and purchasing, read from SAP's released OData APIs.

  Status: Available
• Xero

  Xero AI questions about overdue invoices, bills to pay, bank balances and profit by tracking category, answered from your Xero organisation in Claude.

  Status: Available

Questions that cross these systems

• Which sales order lines are past their requested date and not fully delivered?
• How does receivables aging split across buckets at month end, by subsidiary?
• What was gross margin by product line last quarter, after credit memos?

Questions and answers

Why read ERP data through APIs instead of the database?

Released APIs keep the ERP's own authorization checks in force for each person and survive upgrades. Reading tables directly bypasses the roles that decide who may see which company code or subsidiary.

How are SAP systems connected?

Through SAP's released OData services, read as each person's own SAP user, so the business roles SAP already assigns decide which company codes or sales organizations an answer can include.