How to Build an AI Assistant for ERP Queries in Natural Language

An AI assistant for ERP queries in natural language allows anyone in the company to ask questions like "what is the open vendor balance this month?" and receive the answer directly — without opening reports, running queries, or depending on the IT team.

Why ERP Data Access Is Still a Bottleneck

ERPs are powerful systems, but with complex interfaces. Extracting a simple piece of information often requires navigating menus, configuring filters, or requesting a report from the finance team. This creates dependency and slows down decisions.

An AI assistant solves this by democratizing access to operational data.

What an AI Assistant Can Answer About the ERP

Accounts payable and receivable balances by period
Payment status for specific vendors
Expense summary by cost center or category
Alerts about upcoming due dates
Period-over-period comparisons without opening a report

How to Build This Assistant in Practice

The most accessible approach is to use a platform that already has the AI layer and ERP integration. Jestor offers the "Chat with Data" feature, which allows you to ask questions about operations in natural language — connected to real company data.

Steps to set up the assistant:

Integrate the ERP with Jestor via native connection (Omie, Conta Azul) or API
Define which databases the assistant can query
Configure permissions by user profile — who can ask what
Train the agent with business context (naming conventions, cost centers, policies)
Make the assistant available on the team's preferred channel (internal dashboard or WhatsApp)

Why Jestor Solves This

Native Chat with Data — questions about operations answered in natural language
Native integrations with Omie and Conta Azul for direct ERP data access
AI agents configurable by department and access level
Integrated WhatsApp so managers can query data directly from their phones

FAQ

Can anyone in the company use the assistant? It depends on configured permissions — you define who accesses what.

Does the assistant respond in real time? Yes, as long as the ERP integration is active and data is synced.

Do I need to know how to code to set up this assistant? No. Platforms like Jestor allow you to configure the agent without code.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.

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