CRM/ERP Automation
Are your people spending hours on manual data entry in your CRM/ERP?
We build the AI layer that does it for you. Order intake, incoming invoice processing, warehouse movements, outbound document generation — all automatable. No ERP replacement. No data migration. No vendor lock-in.
Problem
Manual work in your CRM/ERP costs you more than you think
A hidden cost line
Re-typing data between emails, invoices, warehouses and your ERP takes hours every day. Each document costs tens of crowns in labor alone — and thousands in the case of a single error.
Human error in a critical place
Wrong SKU, wrong invoice amount, wrong stock level. Every mistake ends in a complaint, an accounting fix, or a duplicate shipment at your expense.
A bottleneck in peak season
Orders, incoming invoices and warehouses all collapse at the same time. You either lose customers or hire seasonal staff.
What we automate
Concrete processes the AI layer takes over
We connect to your company mailbox and to your CRM/ERP API. AI processes documents, matches data and writes back — you only approve edge cases.
Order intake
01AI recognizes orders in text, PDF, scans, and phone photos. Matches items to SKUs, creates the document in your ERP and prepares supplier drafts.
Incoming invoice processing
02Extracts header, line items and VAT rates from incoming invoices. Matches to a purchase order and SKUs, prepares for approval and posting.
Warehouse movements & e-shop sync
03Automated receipts, dispatches and stocktakes. Real-time stock sync with your e-shop — no double entry, no discrepancies between systems.
Outbound document generation
04From data in your ERP we generate sales invoices, delivery notes and dispatch documents — with prices, VAT rates, cost centers and project codes auto-filled.
Customer communication
05AI replies to common customer email queries (order status, availability, pricing) based on ERP data. Escalates whatever needs a human decision.
Operator dashboard + audit log
06For edge cases and final approval. Item editing, retry on failure, full audit log of every AI decision. Idempotence — no duplicates, ever.
How it works
From audit to production deployment
Audit of your current state
We map your current workflow — what lives where, who handles it, where errors creep in. Output: a concrete list of what can be automated and an ROI estimate.
Pilot on a chosen flow
We start with one specific flow. We build the MVP, connect to your systems and run it in parallel with the existing process for comparison.
Iteration and expansion
We tune accuracy on your data. Gradually expand to more scenarios, users, sources. All under your control and approval.
Full production + monitoring
Pipeline runs 24/7 with automated monitoring, alerts and a monthly report. You focus on the business, we take care of the system.
Why us
This isn’t our first AI project
Live deployment in B2B distribution
We actively operate a production pipeline for a client in B2B distribution. Thousands of SKUs, dozens of orders per day, integration with an enterprise CRM/ERP.
A year of building our own AI SaaS
We’re building UpTheMind.io — an AI learning platform with RAG, vector search and multi-language audio. Microservices architecture ready for production load.
No vendor lock-in
A self-hostable solution. You can run it in your own cloud, on-premise, or with us. Full control over your data (GDPR, sensitive business information).
Multi-provider AI strategy
We’re not tied to a single AI provider. Per-task routing, automatic fallback, cost optimization. We bring the same strategy to your project.
FAQ
What customers ask most often
What if the AI gets something wrong? +
That’s exactly why the operator dashboard is in the loop. AI prepares, a human approves (or fixes). For low-risk, high-confidence operations you can enable auto-acceptance — but that’s your call. Everything is auditable: you know what AI did and why.
How long does deployment take? +
Audit in the first week. MVP pilot typically 4–6 weeks. Full deployment depends on scope — from 2 months for a single flow to half a year for a complex integration across customers and suppliers.
How much does it cost? +
Audit is free. Pilot in the tens of thousands of CZK depending on scope. Operations are a monthly retainer that typically covers about a third of the salary of the employee being replaced. Concrete pricing comes after the audit — anything before that would be a finger in the wind.
What about our data? +
Fully self-hostable. Data stays with you (or with hosting we manage on your behalf — your choice). AI calls go only to the models you approve. Where needed: on-premise with a local model, no outbound calls at all.
Start here
Schedule a free consultation
30 minutes online. You show us how it works today. We leave with a concrete next-step proposal, ROI estimate and indicative pricing. No slide deck, no commitment.
What you get from the call
- A map of your current process and where the biggest ROI sits
- A concrete proposal of where to start and how to proceed
- Indicative pricing for the pilot and operational retainer
- Time-to-production estimate