Managed private hosting
We deploy and host for you
We run Agentic ERP on private servers, manage access and operations, and keep the platform isolated from shared public infrastructure.
Operations · Agentic ERP
The operations system for service businesses.
Agentic ERP is a fully-integrated system designed for businesses where the work is people, jobs, and clients — contractors, agencies, professional services, field operations. One platform replaces the patchwork of CRMs, spreadsheets, schedulers, and accounting tools, and AI agents take care of the work nobody wants to do.
01
Built for service businesses
Clients, jobs, crews, materials, vendors, invoices, and reporting — modeled around how service work actually runs, not generic ERP abstractions retrofitted from manufacturing.
02
Agentic by design
AI agents draft proposals, reconcile invoices, follow up on accounts receivable, schedule crews, and surface anomalies. Every action that touches money or a customer requires a human in the loop.
03
One system, no swivel chair
Sales, ops, finance, dispatch, and field all work in Agentic ERP. No tab-hopping between accounting, a CRM, a scheduler, a contract tool, and three spreadsheets.
04
Yours, not ours
Deployed in your cloud or your data center if you want it there. Your data stays your data. Exportable, auditable, and owned outright.
Proof
One operations system replaced six tools across 120 crews.
Regional electrical contractor (anonymized)
Challenge
Dispatch, job costing, AR, and field updates lived in separate systems. Month-end close took four business days and overdue invoices were discovered late.
Result
Agentic ERP rolled out to two business units first, then org-wide on managed private hosting. Agents draft follow-ups and flag job-cost drift; finance approves every outbound action.
“We stopped reconciling spreadsheets on Fridays. Crews update jobs once; finance sees it the same day.”
— Operator, Regional electrical contractor (anonymized)
Month-end close
4 days → 1.5 days
Overdue AR (>30d)
↓ 34%
Tools retired
6 → 1 platform
Architecture overview
Single tenant on private infrastructure — ops, finance, and field share one data model.
Field & dispatch
- Mobile crews
- Scheduling
- Job status
Operations core
- Jobs & clients
- Quote-to-cash
- Vendor AP
Agentic layer
- AR follow-up
- Anomaly alerts
- Human approvals
Private host
- Encrypted backups
- RBAC
- Audit log
QuoteSchedule crewField updateInvoiceAgent assistClose
Capabilities
What's included.
- Quote-to-cash for service work
- Crew, contractor, and resource scheduling
- Job costing and profitability by client / job / crew
- AP, AR, and reconciliation with agentic assist
- Payment processing, payroll, bank feeds, and accounting — unified financials, agent-managed
- Vendor and subcontractor management
- Contracts, proposals, and e-signature
- Field app for crews on iOS and Android
- Reporting, dashboards, and audit trail
Typical engagement
Discovery → process mapping → configuration → data migration → pilot crew or business unit → org-wide rollout → managed operations.
Deployment model
Private infrastructure, matched to your risk profile.
Every Agentic ERP rollout can run on private infrastructure. Choose managed private hosting when you want us to operate it, or an on-site encrypted private server when maximum physical control matters.
Full deployment comparison →On-site encrypted server
We build it at your location
For maximum security, an engineer builds your encrypted private server on-site, documents the handoff, and leaves your team in physical control.
Other systems