Agentic AI for CRM, ERP & Billing
Your systems of record talk.
They don't think. We change that.
Celthrac embeds agentic AI between your CRM, ERP and billing platforms — turning brittle, rule-based pipelines into autonomous workflows that reason through exceptions, remember context, and heal themselves.
The hidden tax on every CRM, ERP and billing stack
For two decades, enterprise integration has meant deterministic iPaaS: rigid, schema-locked pipelines that move data perfectly — right up until reality doesn't match the rules. An unexpected discount. An amended contract mid-cycle. An address that won't normalize. A field that changed overnight. Every one becomes a failed job, a support ticket, and a person doing manual triage.
That manual triage is where margin leaks, SLAs slip, and finance teams lose their month-end weekends. Celthrac's AI-First approach removes that tax.
The integration layer itself becomes cognitive
Most vendors bolt a chatbot onto a legacy pipeline and call it AI. We start from the opposite premise. We design agentic workflows — built on n8n and Celigo — where autonomous agents sit between your systems of record with three capabilities rule-based tooling can never have.
Reasoning
Agents reason over unstructured inputs — contracts, emails, receipts, ticket text — instead of failing on anything that isn't clean, schema-aligned data.
Memory
Context is retained across transactions, customers and time, so decisions reflect the full relationship — not a single payload in isolation.
Dynamic tool selection
The agent decides in the moment whether to query an API, parse a document, run a calculation, or escalate to a human.
The result is a shift from reactive data synchronization to proactive, autonomous process orchestration. Governance stays intact: high-risk financial actions execute behind automated human-in-the-loop approval gates, so autonomy never means loss of control.
Beats legacy iPaaS — and beats "AI-washed" tools
| Capability | Rule-based iPaaS | Bolt-on "AI" | Celthrac AI-First |
|---|---|---|---|
| Handles unstructured data | No | Partial | Yes — natively |
| Reasons through exceptions | No | No | Yes |
| Self-heals on schema drift | No | No | Yes |
| Retains cross-system context | No | No | Yes |
| Governance & approval gates | Manual | Manual | Built-in |
| Maintenance model | Constant engineering | Constant engineering | Self-correcting |
Platform-agnostic by design, governed by default
We orchestrate on the runtime that fits your ecosystem — not our licensing. Most enterprises run both; we make the call based on your stack.
For ERP-centric estates
NetSuite, SAP S/4HANA, Dynamics 365 — where strict schemas, audit trails and governance dominate. Celigo Ora brings the controls finance and operations functions demand.
For developer-centric, open-API stacks
HubSpot, Odoo, Stripe — where flexible LLM chains and custom tooling matter most. n8n's advanced AI nodes give engineering full control of the agent's reasoning.
15 production-ready use cases, mapped to your industry
Every one converts a recurring source of manual labour, revenue leakage or compliance risk into an autonomous workflow — protecting transactional integrity while removing operational overhead.
Core CRM ↔ ERP orchestration01 Autonomous Order-to-Cash Reconciliation
Resolves three-way match failures the way your best analyst would: reads the contract, understands the deviation, posts the correction.
02 SLA Breach Prediction & Escalation
Reads the service queue in context — sentiment, parts, route congestion — and reallocates field resources before a breach becomes a penalty.
03 Dynamic Inventory & Procurement
Reads the sales pipeline as a demand signal, predicts the stockout before it happens, and drafts the purchase order while there's still lead time.
04 Smart Revenue Accruals & Close
Turns unstructured contract prose into clean revenue-recognition postings — and writes the audit note as it goes.
05 Automated Vendor Onboarding
Reads tax certificates and registry documents, verifies them against authoritative sources, and builds matching master records in CRM and ERP at once.
06 Predictive Maintenance & Work Orders
Reads messy tenant complaints and IoT anomalies, deduces the exact asset, checks warranty and parts, and provisions the technician.
07 Cognitive Data Deduplication
Uses semantic understanding — not exact-match strings — to identify true duplicates across CRM and ERP, then merges on real activity history.
08 Profit-Optimized Quote-to-Cash
Intercepts the quote, checks live ERP cost-of-goods against the customer's tier, and writes back a margin-safe price before the bid leaves the building.
09 Contextual Expense Auditing
Evaluates each expense in business context — real meeting? live opportunity? budget left? — catching out-of-policy spend that dollar-limit rules miss.
10 Self-Healing Integration Workflows
Catches the failed job, reasons about the bad payload, corrects it to the target schema, and restarts — logging exactly what it changed.
11 Real-Time Usage Metering Validation
Validates streaming consumption against each customer's baseline before it hits billing — clean records to Stripe, anomalies quarantined for review.
12 Context-Aware Dunning & Recovery
Reads full account context — value, sentiment, support history, receivables — and builds a recovery path that fits the customer, not a cold notice for everyone.
13 Proration & Co-terming Orchestration
Handles the messy logic of mid-cycle amendments — added seats, tier changes, co-termed modules — with exact proration aligned to ERP deferred revenue.
14 Multi-Jurisdictional Tax & Nexus
Reconciles customer location across CRM, ERP and billing, normalizes messy addresses, applies nexus rules, and tags each transaction before the invoice is cut.
15 Chargeback Mitigation & Evidence
Assembles the dispute defense the moment a chargeback fires — service logs, contracts, delivery proof — and files a structured package to the gateway.
Productized agentic solutions, ready to deploy
Beyond the 15 integration use cases, Celthrac packages complete agentic solutions for specific functions — each an always-on agent team fronted by a human-facing copilot, governed by your team. Explore the full brief for each.
Continuous-Close Control Tower
Keep the books always close-ready. Agents reconcile every sub-ledger and consolidate every entity in real time — so month-end becomes a checkpoint, not a fire drill.
CybersecurityDwell-Zero Autonomous SOC
Detect, triage and contain threats in minutes, not months. Agents clear the alert noise and act in the safe lane — with humans approving every high-impact move.
B2B RevenueSignal-First Predictive Sales Engines
Turn fresh buying signals into pipeline. Time-decayed intent scoring and same-hour competitive displacement put the right rep in front of the right buyer — first.
Autonomy you can defend to your DPO and your board
Every workflow runs on a stack you can govern — GDPR-aligned, ISO 27001-ready, with EU data residency and human-in-the-loop gates on every high-risk financial action. AI-First never means a black box.
Map your highest-leakage workflow to a live agentic prototype
Bring your stack and your exception rate. Leave with a reference architecture and the next two moves — in weeks, not quarters.
Or explore the Agentic AI and Enterprise Integration pillars.
Celthrac — European technology consultancy for AI, Cloud, Cybersecurity & Managed Services. AI-First, by design.