Tell your agent what you need in a message or voice note. It can work in Acumatica for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Acumatica agent, follow up on our discussion and make the updates.
Acumatica agent
Done. It’s all in Acumatica.
Automate Workflows with Acumatica
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Acumatica.
Your agent, your control
Choose what your agent can access and how it can act in Acumatica. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Acumatica AI Agent Do?
Find business records
Search Acumatica for supported customers, vendors, orders, inventory, transactions, and operational records.
Create operational records
Create supported orders, requests, tasks, transactions, or master data in Acumatica.
Update business workflows
Change supported status, ownership, values, and workflow details in Acumatica.
Flag exceptions
Check Acumatica for delayed, blocked, overdue, or unusual operational work.
Summarize business activity
Bring supported finance, inventory, order, and operational information from Acumatica into the chat.
Coordinate recurring operations
Run scheduled checks and keep cross-functional work moving through Acumatica.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Acumatica is a cloud enterprise resource planning platform used to manage financials, distribution, manufacturing, construction, field service, commerce, and related business operations.
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