Skip to content
THE BUSINESS FOUNDATION

The business runs on records.
Intelligence needs the same foundation.

Customer relationships, money, projects, people, supply, and service are the operational fabric of a business. KaziAI’s ERP foundation gives the intelligence layer business entities and real work to connect.

A CONNECTED OPERATIONAL BASE

One business.
Several connected dimensions.

Explore the records behind each domain and the questions that become possible when their context is read together.

THE BUSINESS FOUNDATION

Keep the customer story intact.

Bring prospecting, commercial commitments, delivery, and collection into the same business context.

  • Leads & deals
  • Clients & contacts
  • Proposals & estimates
  • Contracts
  • Invoices & payments
CONNECTED CONTEXT
CustomerCommercial agreementDelivery projectInvoice
“What have we promised this customer, and what needs to happen next?”

A delivery handoff can reference the customer record, agreed scope, project owner, and payment position.

Sales · Finance · Legal

The business foundation combines core ERP records and optional modules. Workspace configuration and registered handlers determine which records and AI actions are available.

THE WORK BEHIND THE INTELLIGENCE

The whole customer lifecycle.
The organization behind it.

01 / Customers & revenue

Keep the customer story intact.

Bring prospecting, commercial commitments, delivery, and collection into the same business context.

OPERATIONAL RECORDS
  • Leads & deals
  • Clients & contacts
  • Proposals & estimates
  • Contracts
  • Invoices & payments

A delivery handoff can reference the customer record, agreed scope, project owner, and payment position.

02 / Finance & cash flow

Connect financial records to operational decisions.

Invoices, expenses, payments, credit notes, and account records provide the foundation for understanding the movement of money.

OPERATIONAL RECORDS
  • Invoices & recurring invoices
  • Expenses
  • Payments & credit notes
  • Bank accounts
  • Financial reports

Prepare an invoice review, inspect customer concentration, and route consequential actions to the responsible finance reviewer.

03 / Projects & delivery

Make commitments visible in the work.

Projects, milestones, tasks, dependencies, and time records connect the plan to the people delivering it.

OPERATIONAL RECORDS
  • Projects & milestones
  • Tasks & subtasks
  • Gantt dependencies
  • Time logs
  • Calendars & project files

Inspect a project delay together with resource workload and customer context before preparing a revised handoff.

04 / People & workforce

Give the work its people context.

Employee records, attendance, leave, and optional workforce modules support decisions about readiness, capacity, and accountability.

OPERATIONAL RECORDS
  • Employee profiles & departments
  • Attendance & shifts
  • Leave
  • Payroll module
  • Recruitment & performance modules

An onboarding plan can connect the employee record, company policies, responsible teams, and first-week tasks.

05 / Supply & assets

Read supply decisions in their business context.

Purchase and asset modules extend the business foundation into vendor relationships, inventory records, bills, and equipment.

OPERATIONAL RECORDS
  • Vendors & purchase orders
  • Inventory & stock adjustments
  • Purchase bills
  • Vendor payments
  • Asset module

Combine current stock records with supplier and purchasing context to prepare a recommendation. Enabled module tools determine the available actions.

06 / Service & knowledge

Keep customer issues connected to what the business knows.

Tickets, conversations, company documents, and knowledge records provide context for consistent service and accountable escalation.

OPERATIONAL RECORDS
  • Support tickets
  • Ticket categories & channels
  • Knowledge base
  • Company documents
  • Customer & project context

Prepare a structured ticket, retrieve relevant guidance, and carry the customer and project context into the escalation.

RECORDS, CONTEXT, AND AUTHORITY

The operating foundation
matters as much as the model.

Useful business intelligence depends on current records, meaningful relationships, and clear ownership.

The entities behind the question

A customer, project, invoice, employee, or vendor gives a request an operational reference. The intelligence layer can retrieve documents, inspect relationships, and prepare work around that reference.

A workspace with a defined scope

Core ERP functions and optional modules have different setup and access requirements. Company scope, role permissions, and enabled modules determine which records a workspace can use.

A path back to the source of truth

A proposed action should end with a reviewable result in the business record. Registered handlers, approval rules, and verification criteria connect intelligence to that operational outcome.

Explore the execution contracts
PUT THE VISION TO WORK

Begin with a workflow.
Build toward a system.

Choose a real business problem. Connect its context, define the decision owners, and evaluate what useful intelligence looks like for your team.

Plan an implementation