Systems integration with AI: ERP, CRM, banks and spreadsheets talking to each other
The order enters the CRM, someone retypes it in the ERP and another person copies it into the finance spreadsheet. Every new integration becomes an expensive project with the ERP consultancy. When an integration breaks, nobody notices until month-end close.
Systems integration with AI, step by step
A map of your systems
iTeam works with your IT to find out which systems exist, which one is the source of each piece of data and where information is retyped today.
Ready-made connectors
Agents use connectors for TOTVS, SAP, Omie, Bling, Conta Azul, HubSpot, Salesforce, banks and spreadsheets, as well as your own APIs. TOTVS, Omie, Bling and Conta Azul are Brazilian.
Rules and exceptions
Besides moving data, the agent handles exceptions, such as an incomplete record or a mismatch, and asks a person for help when it needs to.
Monitoring
Pulse watches each integration around the clock and warns IT when something fails, with a record of what happened.
Less repetitive work. More control.
- An end to retyping between systems
- New integrations without a long project
- Failures caught right away
- The ERP as a reliable source
Systems used in this solution
Ready-made AI teams for this work
Questions about systems integration with AI
Does it replace integration middleware?
It can complement or replace it in many cases. The difference is that the agent handles exceptions and talks to people, not just moves data.
Does it work with an on-premise ERP?
Yes, through an API, the database or files, depending on your architecture and your IT security rules.
Which ERPs are supported?
TOTVS, SAP, Omie, Bling, Conta Azul and others. For in-house systems, we connect through an API.
How is data in transit kept secure?
Encrypted connections, credentials stored securely, minimum permissions per agent and an audit trail of every operation.
