TOTVS RM integration with AI agents
TOTVS RM is a line of ERP from the Brazilian company TOTVS, with payroll, HR, finance, accounting, education and construction modules. It is used by mid-sized and large companies, schools and hospitals operating in Brazil. The agent uses the REST APIs and web services of the company's own RM environment, with an integration user and permissions defined by IT. The scope is confirmed in the diagnosis.
What AI agents do with TOTVS RM
HR that answers on WhatsApp
An employee asks about vacation balance, the annual income statement or the pay date, and the agent queries RM to answer. Requests that need analysis become tickets in HR.
Purchase request approval
Requests opened in RM above the approval limit generate an approval request with the supplier history and available budget. The manager approves in Teams.
Tuition collection
At schools and universities, the agent finds overdue installments in RM and sends reminders with the payment slip (boleto, the Brazilian bank payment slip). Negotiation requests go to finance.
Checks before payroll
The agent flags non-standard entries, such as overtime far above average, before payroll is calculated. HR reviews the cases.
Connect TOTVS RM 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 RM, 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 RM and what it cost, all on record.
Ready-made AI teams for this work
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Collections team
Before and after each due date, customers get a clear reminder with a payment link. Disputes and promises to pay go to your team.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Inventory planning team
Stock, sales and lead times are checked every day. You get a reorder list per SKU and a warning about what is not selling.
Often used together with TOTVS RM
Questions about TOTVS RM and AI agents
Does iTeam integrate with TOTVS RM?
Yes, through the REST APIs and web services of your company's RM environment, with an integration user. Which routines are available depends on the version and the configuration, and that is confirmed in the diagnosis.
Does it work with RM on our own server or on TOTVS Cloud?
In both cases, as long as IT opens network access to the APIs securely.
Does the agent see the data of the whole payroll?
No. The integration user has its own profile in RM, and the agent answers each employee only about that employee's own data.
