AI in UPAX
An AI copilot that knows your business — and your controls.
Ask UPAX about cash, receivables, projects or open orders and get answers from live ERP data. Let agents draft and propose work — while people stay in charge of every decision that matters.
What it does
Useful on day one. Governed from the first question.
UPAX AI runs on Claude by Anthropic through the official SDK, and reaches your data only through the same governed tools as the screens.
Ask UPAX copilot
Questions in plain language — "What is our cash position by bank?", "Which projects have a CPI below 0.9?" — answered from live data with your permissions.
Document AI for payables
Supplier invoices read from PDFs and photos, checked for arithmetic, addressee, currency and supplier TRN, and recorded as draft supplier invoices for review.
MCP server for agents
Connect approved AI assistants through the Model Context Protocol with OAuth 2.1 sign-in, consent and tools that wrap the same business actions as the screens.
Autonomy tiers
You decide how far an agent can go.
Every agent starts read-only. Only its owner can raise the tier, and higher tiers add human confirmation.
Read
Cash, ageing, P&L, portfolio performance, cost reports, purchase orders, tasks, work orders, expiring contracts and stock.
Draft
Prepare documents such as a purchase requisition for a person to complete and submit.
Propose
Actions such as re-dispatching a work order appear as proposal cards, confirmed by a person and reversible for 24 hours.
Act with step-up
Sensitive actions such as a manual journal need a password step-up and a second, independent approver.
Responsible by design
AI that leaves an audit trail.
Agents act on behalf of a named person, inside that person's permissions — and every call is recorded in the same hash-chained audit trail as human activity.
- Permissions of the user, never more
- Every tool call in the activity log and audit trail
- Kill switch, allow-lists and rate limits
- Proposal cards for anything that changes data
- Simulated mode when no AI key is configured
What can the UPAX copilot do?
The copilot answers questions from live ERP data — cash, ageing, P&L, project performance, purchase orders, tasks, work orders, contracts and stock — and can propose actions such as drafting a requisition, always within your permissions.
Can AI change data in UPAX by itself?
Only within limits you set. Every agent has an autonomy tier: read-only, draft, propose or act. Higher-risk actions appear as proposal cards that a person confirms, and the most sensitive require a password step-up and a second approver.
What is the UPAX MCP server?
UPAX exposes a Model Context Protocol (MCP) server so approved AI assistants can use ERP tools securely. Clients sign in with OAuth 2.1 or a user-issued token, start read-only, and every call is audited.
Is AI activity audited?
Yes. Every AI tool call is logged and written to the hash-chained audit trail as the agent acting on behalf of a named user.
Put an AI copilot on your ERP — safely.
See Ask UPAX answer from live data, read a supplier invoice and propose an action for approval.