Put a control layer on top of your ERP — not just another chatbot.

Convergenix builds AI agents that read live ERPNext data, surface what needs action, and prepare the work — without bypassing your approval controls. Three flagship agents give your CEO, finance, and HR teams daily operating intelligence.

Control where it matters most:
the office, the books, the people.

Each agent is a managed AI service running on your infrastructure — connected to ERPNext as the source of truth, monitoring conditions, and escalating only what needs a human decision.

CEO Control
Agent

DAILY OPERATING INTELLIGENCE

One control briefing across the whole business — cash, sales, debtors, payables, stock, and production — pulled live and delivered every morning, exception-led.

FinanceOps
AI Agent

ERP finance & accounting control

Ask your ERP finance questions in plain English and get live, evidence-backed answers, schedules, and exception reports — with human approval required for any posting.

HROps
AI Agent

Managed HR operations layer

Reduce HR admin and clean up payroll inputs. The agent answers employee and management questions, tracks HR exceptions, and keeps people-data audit-ready.

CEO Control Agent

The whole business on one screen, every morning.

Built for owners, MDs, and CEOs who want control without chasing reports. The agent reads across every ERPNext module, applies your thresholds, and delivers a single exception-led briefing — then answers any follow-up in plain English. It reports and flags; it never posts on its own.

Daily Operating Brief

A one-page morning report: cash position, sales vs target, overdue debtors, payables due, stock alerts, production status, and the top exceptions needing your attention.

Cross-module exception monitoring

Watches Accounts, Selling, Buying, Stock, and Manufacturing for anomalies and breaches — so problems surface before they cost money.

Cash & Receivables Visibility

Live cash position, overdue debtor ageing, and credit breaches, so cash discipline is enforced daily instead of discovered at month-end.

Approval & Backlog Alerts

Flags documents stuck in draft or pending approval — orders, invoices, POs — that are holding up cash or fulfilment.

Sales & Order Tracking

Sales orders confirmed, delivery status, and performance against target, by branch, salesperson, or product line.

Executive Q&A on Demand

Ask "why did margin drop this month?" or "which customers owe over 30 days?" and get an evidence-backed answer, not a spreadsheet to dig through.

What it Reads (ERPNext)

What You Get

GL Entry, Payment Entry, Bank Transaction

Daily cash position and movement summary

Sales Invoice, Sales Order, Delivery Note

Sales vs target, fulfilment status, overdue debtors

Purchase Order, Purchase Invoice

Payables due, open POs, supplier exposure

Stock Ledger Entry, Bin, Work Order

Stock alerts, negative stock, production status

Draft / pending documents across modules

Approval backlog and stuck-document alerts

FinanceOps AI Agent

An accounting control assistant — not an AI that posts on its own.

FinanceOps AI connects to ERPNext, answers finance questions, reviews transactions, prepares reports, and flags exceptions. It can read freely and draft anything — but postings, payments, and cancellations always require human approval.

Receivables & payables control

Customer balances, debtor ageing, credit exposure, supplier invoices due, payment schedules, and supplier ageing — on demand or scheduled.

Bank & cash

Cash position, bank reconciliation, and unmatched transaction reports, with suggested invoice allocations for unapplied receipts.

GL review & close

Trial Balance checks, unusual balances, duplicate entries, suspense accounts, plus month-end close checklists, accruals, and prepayments.

Financial reporting

P&L, Balance Sheet, and Cash Flow with plain-English explanation of what moved and why — exported as Excel or PDF management packs.

Nigerian tax & compliance

VAT, WHT, PAYE, pension, and statutory deduction checks, with missing-certificate and remittance monitoring.

Journal & audit assistant

Drafts journal entries with explanation (approval required to post) and generates audit evidence packs, samples, and exception reports.

Approval Posture

Behaviour

Automatic (no approval)

Read ERP data, explain balances, summarise reports, generate ageing schedules, draft journals, prepare Excel/PDF packs

Sales Invoice, Sales Order, Delivery Note

Posting journals, submitting invoices, cancelling documents, allocating payments, changing tax settings, editing masters

Escalates

Statutory filing impact, payroll/tax liability changes, prior-year financials, possible fraud, material bank/GL differences

HROps AI Agent

Fewer HR follow-ups. Cleaner payroll inputs. Audit-ready records.

A managed AI operations layer for HR teams, with ERPNext HR as the source of truth. It answers employee and management questions, automates HR exceptions, and stays read-first and draft-first — sensitive employee and payroll changes always go through approval.

Leave & attendance assistant

Leave balances, attendance exceptions, approval reminders, and unpaid-leave alerts — for employees and managers alike.

Payroll pre-check

An exception list before payroll runs: missing attendance, salary changes, deductions, loans, overtime issues, and exits.

Policy Q&A

Answers grounded in your approved handbook, citing the relevant policy position and escalating where discretion is required.

Employee record audit

Flags missing documents, expired IDs and contracts, and incomplete bank, tax, or pension details.

Onboarding & exit tracking

Per-employee checklists, induction steps, probation reminders, clearance, final payroll items, and asset return.

Case support & reporting

Drafts queries, warnings, and decision memos, and produces headcount, attrition, leave-liability, and absenteeism reports.

What it Reads (ERPNext)

What You Get

Employee, Department, Designation, Branch

Employee record lookups and document audits

Leave Application, Allocation, Attendance, Checkin

Leave balances and attendance exception alerts

Salary Slip, Payroll Entry, Salary Component

Payroll pre-check and exception lists

Job Opening, Applicant, Appraisal, Goal

Recruitment, onboarding, and performance tracking

Why these agents are safe to deploy

Built read-first, approval-first, and fully logged.

Read-first

They look before they touch

Agents query live ERP data and explain it. Nothing is posted, paid, or cancelled automatically.

Approval-first

Humans stay in control

Postings, payments, payroll changes, and master edits are blocked until an authorised person approves them.

Exception-led

Action, not noise

You get what needs a decision — overdue debtors, payroll gaps, stuck approvals — not raw data dumps.

Audit trail

Every query recorded

Who asked what, the data used, the response, and any action taken — all logged for control and audit.

Data isolation

No cross-company leakage

Access is mapped per user, company, and site. Serious finance and HR clients run on dedicated environments.

Escalation rules

Knows when to stop

Statutory, payroll-liability, prior-year, or possible-fraud situations are escalated to a human lead with an evidence trail.

Six Ways We Automate
Your Business.

Each service is a live build — not a roadmap, not a pilot, not a strategy deck. We ship automation that runs in production, on your infrastructure.

Workflow
Automation

Connect ERPNext to every tool your business runs on. Trigger actions across platforms automatically — no human in the middle, no manual copy-paste, no delays.

AI-Powered Reporting & Dashboards

Stop building reports manually in Excel every Monday morning. We build live dashboards that pull directly from ERPNext and surface what matters — automatically.

Process
Bots

Intelligent bots that monitor your ERPNext data and act on conditions — reordering stock, escalating overdue invoices, or flagging anomalies before they become problems.

AI
Advisory

For leadership teams who want to understand where AI can deliver the highest ROI in their specific operation — before investing in any build. A structured, practical engagement, not theory.

AI Literacy
Training

Train your managers and team leads to use AI tools in their day-to-day work — prompting, workflow design, and data interpretation. Practical, not academic.

ERP
Integrations

Connect ERPNext to your payment gateways, logistics providers, e-commerce platforms, and government portals — including FIRS e-invoicing. One system. Everything connected.

How We Build
Your Automation.

From first call to live automation in four structured steps. No endless discovery. No project that drags on for months. We move fast and ship working systems.

Discovery Call

A free 30-minute session to understand your current operations, your ERPNext setup, and where automation would have the highest business impact. We prioritise together.

Process Mapping

We document the specific workflows to automate — triggers, conditions, actions, and exceptions. You approve the design before we write a single line of code.

Build & Test

We build the automation on your infrastructure using n8n or Make.com, connecting ERPNext to the target tools. Full testing with your team before go-live.

Deploy & Retainer

Go live. We monitor, maintain, and expand your automation on a monthly retainer — adding new workflows as your business grows and new opportunities emerge.

AI Automation
for Your Industry.

Real automation flows we’ve built or scoped for Nigerian businesses — not hypothetical examples.

Tools We Build With.

Enterprise-grade automation tools, configured and maintained by Convergenix — no new subscriptions you have to manage yourself.

ERPNext

Telegram

Claude AI

Chat GPT

WhatsApp

Hermes

AI Services Investment

ERPNext gives Nigerian businesses the capabilities of SAP at a fraction of the cost — with full local support from Convergenix.

Starter

AI Quick Win

₦500k +

One-time project fee

One focused automation build — your highest-priority workflow, delivered and live. Best for businesses who want to see AI working before committing to a larger engagement.

Growth

AI Automation Bundle

₦150k +

Per month, ongoing retainer

A full AI retainer — multiple automation workflows, live dashboards, and ongoing expansion as your business grows. This is where the compound value of AI is realised.

Growth

AI Transformation

Custom

Scoped to your operation

A comprehensive AI engagement — advisory, build, training, and ongoing programme management across your entire business. For organisations serious about AI as a competitive strategy.

Your Questions on AI Services

Still unsure? Book a free 30-minute call — we’ll answer every question specific to your business.

No — but the full power of our AI services is realised when ERPNext is your central data layer. If you’re not yet on ERPNext, we recommend starting with an implementation first, then layering AI automation on top. We can discuss both tracks in a free call.
We offer five core services: workflow automation connecting ERPNext to other tools via n8n and Make.com; AI-powered reporting and live dashboards; intelligent process bots; AI advisory for leadership; and AI literacy training for business teams. All services are built as production-ready automations — not prototypes or demos.
Workflow automation connects your business systems and triggers actions automatically when certain conditions are met. Instead of a staff member manually sending an email, updating a spreadsheet, and notifying a colleague — the automation does all of it in under a second, every time, without error. For Nigerian businesses, the most common wins are in order processing, collections, procurement, and reporting.
A single workflow automation typically takes 1–3 weeks from scoping to go-live — depending on complexity and how many systems need to be connected. Dashboard builds take 2–4 weeks. Full AI advisory engagements run over 4–6 weeks. We always give you a timeline before we start.

Entry-level automation projects start from ₦500,000. Ongoing AI retainers covering multiple workflows and dashboard maintenance are available from ₦150,000 per month. Enterprise-scale engagements are priced on scope. Book a free discovery call and we’ll give you a scoped proposal with exact numbers.

Ready to Make Your
Business Smarter?

Book a free 30-minute AI advisory call. We’ll look at your current operations, identify your highest-value automation opportunities, and give you a clear picture of what it costs and what it delivers.