AI BUSINESS OPERATING SYSTEM

Your ERP Should
Do the Work.

AI agents understand your business, execute workflows, and take action across finance, sales, procurement, inventory, HR, and operations — with human approval when needed.

No migration required Human approval on critical actions Works with what you already run
Agent Ledger — Live
THE SHIFT

Your business already has software.
Your AI agents should operate it.

We're not another ERP asking you to migrate. We're the AI workforce that runs the one you already have — and everything connected to it.

HOW IT WORKS

From your data to a completed task.

Every agent action follows the same accountable path — nothing executes without a clear trail back to the decision that caused it.

Business Data
AI Agent
Understand
Decide
Approval
Execute
Audit Trail
AI AGENT WORKFORCE

Six specialists. One workforce.

Each agent is scoped to a domain, trained on your data, and bounded by the rules you set. They act inside the systems you already run.

01

Finance Agent

  • Reconciles bank transactions against the ledger daily
  • Matches incoming invoices to purchase orders
  • Flags payment discrepancies before they post
02

Procurement Agent

  • Tracks vendor pricing against agreed contract terms
  • Prepares purchase orders once stock hits reorder point
  • Routes high-value POs for approval before sending
03

Sales Agent

  • Qualifies inbound leads against your ICP
  • Drafts quotes from pricing rules, ready for review
  • Flags deals stalled past your usual sales cycle
04

Inventory Agent

  • Monitors stock levels across every location
  • Forecasts demand from historical sell-through
  • Reconciles physical counts against system records
05

HR Agent

  • Runs payroll pre-checks before every cycle
  • Routes new-hire paperwork to the right approvers
  • Flags compliance deadlines before they're missed
06

Operations Agent

  • Monitors workflows across every connected system
  • Escalates only the exceptions that need a human
  • Summarizes what changed since your last login
FLAGSHIP USE CASE

Finance Agent: three-way match, start to finish.

A single invoice, followed all the way through — matched, checked, and posted, with a human brought in only where it matters.

1

Invoice received

Arrives by email or vendor portal. The agent extracts vendor, line items, amount, and due date automatically.

2

PO matched

Matched against the original purchase order and the goods receipt on file.

3

Payment verified

Terms, tax, and totals checked against the vendor contract and your payment policy.

4

Discrepancy detected

A variance is found between the invoice and the matched purchase order.

$340 variance flagged
5

Approval requested

Routed to the AP manager with the discrepancy highlighted and both documents attached.

Waiting on you
6

Accounting system updated

Once approved, the entry posts directly to your accounting system — Tally, NetSuite, QuickBooks, or Zoho Books.

7

Audit log created

Every step, timestamp, and decision is recorded, attributed, and searchable.

Logged to ledger
WORKS WITH YOUR EXISTING SYSTEMS

No migration required.

Connect your existing accounting, CRM, commerce, and productivity tools — agents read and act inside them from day one.

Accounting & ERP
  • Tally
  • SAP
  • NetSuite
  • QuickBooks
Sales & CRM
  • Zoho CRM
  • Salesforce
  • HubSpot
Commerce
  • Shopify
  • Stripe
  • Zoho Inventory
Productivity
  • Excel
  • Gmail
  • Outlook

No migration required.Connect your existing systems and start automating — replace what you want, when you're ready.

OPERATIONS DASHBOARD

One dashboard, drawn from every connected system.

Not a report someone forgot to update — a live view of what your agents are actually doing.

coarai.app/operations
Cash Position
Synced
From NetSuite
Open Pipeline
Synced
From Salesforce
Payroll Status
On track
0 exceptions
Stock Alerts
3 SKUs
Reordering

Agent activity — last 7 days

Needs your review

Invoice #4471 $340 varianceReady
PO approval >$10KReady
New hire offer SalesReady
THE INTERFACE TO YOUR AGENTS

One place to direct the whole workforce.

01

Ask in plain language

"Why did gross margin dip in June?" — answered from your connected systems, not last month's export.

02

Give it an instruction

"Chase every invoice over 30 days late" — handed to the Finance Agent and executed.

03

See exactly what happened

Every action taken is logged, attributed to the agent that did it, and reversible.

Why did gross margin dip in June?
Freight costs rose on the West Coast lane and 3 SKUs sold below list during the clearance promo. → pulled from Finance + Inventory agents
Send a reminder to everyone with an invoice over 30 days late.
Done — reminders sent, 2 accounts flagged for manual follow-up. → executed by Finance Agent · logged to ledger
Ask anything, or tell it what to do…
TRUST & SECURITY

Autonomy, with a full audit trail.

Every agent action is scoped, permissioned, and logged. Nothing happens that you can't see, reverse, or explain to an auditor.

Human approval controls

Set thresholds where agents pause and wait for a person to approve.

Role-based permissions

Every agent and every person only sees and acts on what they're scoped to.

Audit trails

A full, immutable record of every action, decision, and approval.

Policy-based execution

Agents follow the rules you set — spend limits, approval chains, exceptions.

Data isolation

Your data stays yours — agents don't train on or share data across tenants.

Secure integrations

OAuth-based connections with scoped access tokens — no shared credentials.

GLOBAL REACH

Built for cross-border scale.

Deploy agents across regions, fully compliant with local regulations, currencies, and tax laws out of the box.

US-East Region
EU-Frankfurt
APAC-Sydney

Multi-Currency & Tax

Agents natively reconcile and route approvals handling currency conversions and localized tax structures.

Data Residency Compliance

Host agents and maintain logs within your required regions to meet GDPR, CCPA, and SOC2 requirements.

Cross-border Auth

Unified secure sign-on across global entities with localized role-based access controls and SSO.

THE STRATEGY

We're not asking you to switch ERPs.

We're giving your existing business software an AI workforce — and building toward something bigger.

1

Start with the AI layer

Deploy agents on top of your existing systems. No migration required.

2

Connect existing software

Link accounting, CRM, inventory, HR, and email — both read and write.

3

Automate the work

Agents take over the repetitive, rules-based work inside each system.

4

Unify business data

One live picture of the business, drawn from everything agents touch.

5

Become the AI-native ERP

The operating system for your business, built on the tools you already trust.

We don't just give businesses another ERP.
We give their existing business software an AI workforce.

PRICING

Priced for what agents get done.

Start with one department. Expand agents as you trust them with more.

Starter
$490/mo

For one team getting its first agent live.

  • 1 department agent
  • 3 tool integrations
  • Standard audit log
  • Email support
Get Started
Enterprise
Custom

For multi-entity organizations with custom controls.

  • Custom agent permissions
  • Dedicated infrastructure
  • SSO, SCIM & custom SLAs
  • Dedicated success team
Talk to Sales
GET STARTED

Ready for an AI workforce?

Connect one system and watch a real agent go to work on your own data. No migration required.