TOTVS Protheus integration: AI agents for purchasing, sales and finance
TOTVS Protheus is a Brazilian ERP used by mid-sized and large companies for finance, tax, purchasing, inventory, billing and production. It fits companies that operate in Brazil. The agent uses the Protheus REST APIs enabled in the customer's environment, with an integration user and access per routine; the scope is confirmed in the diagnosis with the IT team.
What AI agents do with TOTVS Protheus
Purchase order approval
The agent builds the purchase order summary with supplier, price history and available budget, and sends it to the approver in Teams or WhatsApp.
Quick lookup for sales
A salesperson asks for stock balance or the status of an order, and the agent queries Protheus and answers, without the salesperson needing a system license.
Overdue receivables
The agent lists overdue receivables by customer and prepares the collection, leaving renegotiation terms for finance to approve.
Incoming invoice checked
The agent compares the supplier's invoice XML with the purchase order and flags quantity or price mismatches before it is posted.
Connect TOTVS Protheus once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in TOTVS Protheus, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in TOTVS Protheus and what it cost, all on record.
Ready-made AI teams that use TOTVS Protheus
Management reporting team
Revenue, margin, pipeline and cash in one report, built from your systems, with a short note on what changed and why.
Procurement and quotes team
Requests go out to suppliers, quotes come back into one table, and the approver sees price, terms and past orders before saying yes.
Often used together with TOTVS Protheus
Questions about TOTVS Protheus and AI agents
Does iTeam integrate with TOTVS Protheus?
Yes, through Protheus's own REST APIs, which the IT team enables in the company's environment. Which routines are available is defined in the diagnosis.
Does the agent have access to everything in Protheus?
No. It uses an integration user with access only to the routines you allow, and every lookup or posting is recorded in the audit trail.
Does it work with both TOTVS cloud and on-premises Protheus?
Yes, as long as the REST service can be reached securely. We assess the network with your IT team.
