AI Agents & Automation · Brisbane, Queensland
AI agents for ERP in Australia, with a human in the loop
AI agents for ERP in Australia are software workers that read your ERP data, draft routine work such as sales orders, reconciliations and credit control emails, and hand each draft to a person to approve. Auboros designs, governs and runs them over Odoo and MYOB Acumatica, drafts-first, with a person approving every write.
How every Auboros agent is built
- ✓ Drafts-first: a person approves every write
- ✓ Role-scoped access, never a super-user login
- ✓ Full audit trail of reads, drafts and approvals
- ✓ Sandbox-proven before production
- ✓ Bring-your-own-LLM via MCP, so model choice stays open
At a glance
- Who it is for
- Businesses already live on Odoo or MYOB Acumatica with reasonably clean data
- Problem it solves
- Skilled staff spending hours on drafting, matching and chasing
- Platforms
- Odoo and MYOB Acumatica
- Typical timeline
- Discovery 1 to 2 weeks, sandbox pilot 2 to 6 weeks, drafts-first go-live 1 to 2 weeks
- Typical cost
- Pilot or proof of concept from $5,000 ex GST
- Last verified
- September 2026
Why this practice exists
The anti-hype AI consultancy
Most AI content is written by people who have never connected a model to a live business system. We have. Auboros combines an accounting and finance background with more than a decade of software development, and we implement the two ERP platforms our agents work against: Odoo and MYOB Acumatica. That combination matters, because an agent over an ERP is only as good as the person who understands both the ledger and the code.
We connect AI tooling to ERP systems through the Model Context Protocol (MCP) and platform APIs, with role-scoped access and human approval gates on writes. Where a native platform feature is the better answer, we say so: Odoo 20, released in September 2026, ships AI agents that create and update records, run from automated and scheduled actions and connect to outside tools over MCP, with every AI feature drawing on paid IAP credits, and Acumatica's AI features reach MYOB Acumatica on the usual ANZ release lag. We track both closely in the AI & ERP blog.
And we're honest about limits. Language models make mistakes: not often, never zero. Every agent we build assumes that, which is why the approval gate is the design, not a compromise.
Agent patterns we build
What is an AI agent for ERP, and what can it do?
These are the patterns Australian businesses actually ask us for, and the level of specificity you should expect from anyone proposing agent work.
Inbound orders, read and drafted
An agent watches the inbox, reads PDF purchase orders in every customer format, matches customers, products and pricing against the ERP, and drafts the sales order. A person approves it before it posts.
Reconciliation exceptions, flagged daily
Compare transactions across ERP, bank feeds, e-commerce and POS every day. The agent flags what does not agree and proposes a resolution for each exception. Your accountant applies the ones that are right.
Credit control drafts
Watch overdue invoices and payment behaviour, draft the reminder emails and a recommended action per account. Judgement about relationships stays with your team.
Supplier chasing and replenishment
Chase delivery confirmations on open purchase orders, flag orders landing late against promised dates, and prepare replenishment suggestions from sales velocity, lead times and minimum order quantities.
Service and RMA triage
Classify inbound requests, check warranty or order status against live ERP data, route to the right person, and draft the reply. Drafts-first, human-send.
Conversational reporting
Ask questions of your live ERP data in plain language, under each user’s existing permissions. "What did margin do in Queensland last month?" answered from the system, not a stale export.
| Agent | What it reads | What it drafts | Approval gate |
|---|---|---|---|
| Sales order agent | Inbound order emails and PDFs | A draft sales order | Sales admin confirms the order |
| Reconciliation agent | Bank feed and open invoices | Proposed matches and an exceptions list | Finance approves before posting |
| Credit management agent | Aged receivables and payment history | Reminder emails and credit hold recommendations | Credit controller sends |
| Supplier PO chasing agent | Open purchase orders and promised dates | Follow-up emails to suppliers | Purchasing officer sends |
| Replenishment agent | Stock levels, lead times and sales history | Draft purchase orders | Purchasing approves |
| RMA and service triage agent | Inbound service and warranty requests | Ticket classification and a proposed reply | Service lead approves |
The agent library
22 agents, one guide each
Every agent we build has a written guide: what it reads, what it drafts, where the approval gate sits, and how it works in Odoo and MYOB Acumatica. Start with the job that costs your team the most hours.
- AI Reconciliation Agents Inside ERP How an AI reconciliation agent matches bank lines, sorts exceptions and drafts entries in Odoo 19 and MYOB Acumatica, with a person approving every posting.
- Accounts Payable Agent An AI accounts payable agent checks each captured supplier bill for ABN, GST, duplicates, PO match and bank details. A person approves every payment.
- Call Logging Agent An AI call logging agent drafts CRM notes and tasks from call transcripts. Odoo 20 transcribes natively, MYOB Acumatica does not; a person approves drafts.
- Call Prep Agent What an AI call prep agent reads in Odoo and MYOB Acumatica, the one-page brief it drafts before every meeting, and why the rep stays in charge of the call.
- Channel Sync Agent An AI channel sync agent compares prices and stock in Odoo or MYOB Acumatica with your store and marketplaces, then drafts fixes a person approves.
- Credit Management Agent How an AI credit management agent reads aged receivables in Odoo or MYOB Acumatica, flags risk early and drafts reminders and credit holds a person approves.
- Customer Reactivation Agent An AI customer reactivation agent finds accounts quiet against their own reorder rhythm in Odoo or MYOB and drafts win-back emails a person approves.
- Demand Forecasting Agent What an AI demand forecasting agent reads in Odoo and MYOB Acumatica, the forecasts and price changes it drafts, and why a planner approves every number.
- Expense Claim Verification Agent An AI expense claim verification agent flags duplicates, claims over $82.50 with no tax invoice and policy breaches, then a person approves every claim.
- Freight Audit Agent What an AI freight audit agent finds on carrier invoices in Odoo and MYOB Acumatica, the surcharges and re-weighs it flags, and who approves each dispute.
- FX Exposure Monitoring Agent An AI FX exposure agent revalues open foreign-currency debtors and creditors in Odoo 20 or MYOB Acumatica at today's rate and drafts an alert a person reads.
- Inventory Exception Agent An AI inventory exception agent reads stock, reservations and sales across every warehouse in Odoo 20 or MYOB Acumatica and drafts the fix a person approves.
- Knowledge Base Agent What an AI knowledge base agent drafts from calls, tickets and documents in Odoo 19 and MYOB Acumatica, and why a process owner approves every SOP.
- Lead Qualification Agent An AI lead qualification agent reads each enquiry, checks your CRM and ERP, scores it and drafts a first reply. A rep approves every send. As at Odoo 20.
- Month-End Close Agent An AI month-end close agent tracks the close checklist in Odoo or MYOB Acumatica, drafts accruals and variance notes, and a person approves every entry.
- Replenishment Agent An AI replenishment agent reads sales, stock, lead times and MOQs in Odoo or MYOB Acumatica and drafts purchase orders. A buyer approves every one.
- RMA and Warranty Triage Agent An AI agent reads warranty claims in Odoo or MYOB Acumatica, checks the warranty position and drafts a reply a person approves under Australian Consumer Law.
- Sales Order Agent An AI sales order agent reads emailed PDF purchase orders and drafts sales orders in Odoo or MYOB Acumatica. Neither does it natively; a person confirms.
- Service Triage Agent What an AI service triage agent reads in Odoo and MYOB Acumatica, how it sorts enquiries and drafts replies, and why a person still sends every one of them.
- Supplier PO Chasing Agent An AI supplier PO chasing agent drafts follow-ups, reads supplier replies and proposes new receipt dates. A buyer approves every change. As at Odoo 20.
- Virtual CFO Agent An AI virtual CFO agent reads cash, debtors and margins in Odoo or MYOB Acumatica and drafts a weekly brief a person checks. No posting, no tax advice.
- The Customer-Facing AI Agent What a customer-facing AI agent can answer about stock, orders and credit from Odoo and MYOB Acumatica, who it verifies first, and what it hands to a person.
Governance first
Which ERP tasks should an AI agent never do alone?
This is the part your accountant, auditor and board will ask about, so it's where we start. Five controls, on every build, no exceptions.
01
Role-scoped permissions
The agent acts with the requesting user’s data access. Never a shared super-user account.
02
Approval gates on writes
Anything touching the ledger, tax, pricing or stock is drafted by the agent and posted by a person.
03
Audit trails
Every agent action is logged: what it read, what it proposed, who approved it, and when.
04
Sandbox-first deployment
Agents earn production access by proving accuracy against a copy of your data first.
05
Usage policy and registry
A signed staff policy, an owner for every agent, and scheduled permission reviews so access never quietly grows.
We work to the National AI Centre's Guidance for AI Adoption and the Australian Privacy Principles, including the December 2026 automated-decision disclosure changes. Governance advisory (usage policies, risk registers, permission reviews) is available as a standalone engagement.
Honest assessment
When agent work makes sense, and when it doesn't yet
✓ Good fit: worth a conversation
- Systems
- You run Odoo, MYOB Acumatica, or another ERP with a usable API.
- Pain
- Hours going into rekeying, matching, chasing or triage that follows a describable pattern.
- Data
- Your ERP data is in reasonable shape, or you are willing to fix it first.
- Appetite
- You want drafts-first automation with human approval, not a lights-out robot.
- Scale
- Enough volume that saving hours per day matters. One PDF order a week does not need an agent.
✕ Not yet: fix this first
- Expectations
- You want an agent with unsupervised write access to your accounts. We will not build that.
- Data
- Duplicate customers, stale price lists and untrusted stock numbers. Fix the foundations first, and we can help with that.
- Systems
- A closed legacy system with no API and no export path.
- Motive
- Replacing the finance team rather than removing their repetitive work. Wrong goal, and it fails.
If the honest answer is "your ERP foundations aren't ready", that's an implementation or integration conversation first. We do those too, which is rather the point.
How we deliver
How do you roll out an AI agent safely?
-
1
Discovery
Free consultation: which workflow burns the most hours, what data it needs, where the approval gate sits, and whether the data is ready.
1 to 2 weeks
-
2
Sandbox pilot
Build the agent against a copy of your data. Measure how often its drafts are right before it goes near production.
2 to 6 weeks
-
3
Drafts-first go-live
Production with role-scoped credentials and permanent approval gates on financial writes. Weekly log reviews in the first quarter.
1 to 2 weeks
-
4
Expand deliberately
Add the next agent under the same registry: owner, permissions, cost budget and escalation path per agent.
Ongoing
FAQ
Common questions about AI agents and ERP
What can an AI agent actually do inside an ERP system?
An AI agent reads information from your ERP and connected systems, decides the next step, and drafts the work: a sales order from an emailed PDF purchase order, a proposed match for a reconciliation exception, a supplier chase-up email. A person reviews and approves before anything posts. Agents are good at reading, matching, drafting and flagging. People keep the judgement calls.
Is it safe to connect AI to our accounting system?
It can be, if the connection is governed. We give agents role-scoped credentials (never an administrator login), require human approval on anything that touches the ledger, tax codes, pricing or stock, log every action, and test in a sandbox before production. An agent with unsupervised write access to your accounts is not a setup we will build.
Do we need Odoo or MYOB Acumatica to work with Auboros on AI?
No, but it helps. We specialise in agents over Odoo and MYOB Acumatica because we implement both platforms and know their data models and APIs well. If you run another system with an API, we can usually still help, and if your ERP itself is the bottleneck, we will tell you that first.
How much does an AI agent project cost in Australia?
A single well-scoped agent pilot, for example inbound order entry or reconciliation exception handling, typically starts from a few thousand dollars for discovery and sandbox build, with production hardening priced after the pilot proves its accuracy on your real data. We quote fixed scopes after a free consultation rather than open-ended day rates.
Will AI agents replace our staff?
No. The agents we build remove repetitive reading, rekeying and chasing, the work nobody misses. Every build keeps people on approvals and judgement. In practice teams end up doing more of the work that needs a human: exceptions, customers, decisions.
What data do the AI models see, and where does it go?
That is a design decision we make together. Options range from hosted models with contractual data controls to self-hosted open-source frameworks where nothing leaves your infrastructure. Either way, agents run under the Australian Privacy Principles: we scope what personal information an agent can read, and document it in your privacy policy where required.
Wondering what an agent could take off your team's plate?
Book a free consultation. We'll tell you what's worth automating, what isn't yet, and what it would take. If the answer is 'nothing yet', you'll hear that too.
30 minutes. No obligation. Brisbane-based team, AEST business hours.