AI agent
An AI agent that helps set up and run your business
The MERP AI agent works inside your workspace with the same permissions as the person using it. It helps you set up, drafts the routine work and explains your numbers, and it asks before it changes anything important.
What the agent does for you
Guided setup
Answer a few questions and the agent proposes your chart of accounts, tax settings and invoice templates.
Drafts routine work
Ask for an invoice, a quote or a follow up email and review the draft before it is sent.
Answers from your data
Ask which clients are overdue or which projects are over budget and get answers grounded in your records.
Approval first
Actions that send, post or delete require your confirmation.
Respects permissions
The agent can only see and do what the signed-in user is allowed to.
Audit trail
Every action taken through the agent is logged with who approved it.
You stay in control
Same permissions as you
The agent can only see and do what the signed-in user is allowed to see and do.
Asks before it acts
Drafts are shown for review. Sending, posting or deleting needs a person to confirm.
Every action is logged
Changes made through the agent appear in the activity history with who approved them.
AI agent questions
How is my data handled?
The agent reads only the records needed to answer the current request, within your permissions. The AI agent page explains data handling and limits in detail.
Can I turn the agent off?
Yes. Workspace admins can disable the agent or limit it to read-only answers.
Try the agent on your own business
Create your workspace in minutes. The AI agent helps you with company details, accounts, taxes and your first invoice.