inecta

inecta AI · inecta AI Agents

Agents that monitor, act, and report — inside Business Central.

Monitor ERP data, connect outside sources, run on triggers, and write back to Business Central — with the permissions, audit trail, and controls of a system of record.

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  • Available for Microsoft Dynamics 365 Business Central
  • Permissions, audit, and controls built in
  • Configurable per agent
inecta AI Agents dashboard inside the product — branded sidebar with AI Agents, Documents, Email, and User Profile nav, and a list of seven active agents (Stock Level Monitoring, Accounts Payable Invoice Processing, Sales Quote Creation, Customer Revenue Intelligence and more) with schedules, models, last run, and success rate columns
  • Built for Microsoft Dynamics 365 Business Central
  • Configurable per agent
  • ERP permissions and approvals
  • Usage controls and audit history

WHAT IT DOES

Not just chat. AI that works inside your ERP.

Most ERP AI helps people ask questions. inecta AI Agents go further — observing conditions, acting within permissions, and reporting back with context.

Observe

Monitor ERP data, emails, external sources, schedules, and operational conditions.

Act

Take approved actions inside Business Central within the permissions and limits you define.

Report

Summarize exceptions, explain what changed, and send recurring updates to the right people.

CAPABILITIES

Build agents that watch the business for you

Manual, chat, email, and scheduled triggers

Run an agent on demand, from a chat endpoint, when an email arrives, or on a recurring schedule.

ERP entity awareness

Agents understand Business Central and inecta Food ERP entities, not just generic documents.

Configurable permissions

Decide which entities an agent can reach, scoped per agent rather than all-or-nothing.

Read and write access where approved

Agents can read across permitted entities and write back where you have explicitly allowed it.

External data connections

Connect agents to web search, news feeds, APIs, MCPs, and other approved outside sources.

Multiple model options

Choose a model per agent based on cost, complexity, and the task at hand.

Audit and run history

Every run is logged with inputs, actions, and outcomes for review and accountability.

You control every cost driver

The model an agent uses, how often it runs, how much data it touches, and how long its instructions are — all in your control.

Usage and cost visibility

Per-agent usage and cost dashboards are on the roadmap.

Read-only and action-enabled modes

Run an agent read-only or action-enabled today; formal approval-required gating is on the roadmap.

GOVERNANCE AND TRUST

Autonomy where it helps. Approval where it matters.

ERP teams are right to be careful about autonomous AI writing into a system of record. inecta AI Agents are built so you decide how far an agent can go — and can prove what it did.

Entity Permissions panel for the AP Invoice Processing Agent — full Business Central entity catalog (appUser2INE, user, documentAttachment, language, userTask, salespersonPurchaser, calendarEntry, machineCenter, workCenter, prodOrderComponent) with checkboxes per entity and the salespersonPurchaser row expanded showing Read, Create, Update, Delete, Actions, and an Allowed Fields toggle
Entity-level permissions: choose exactly which Business Central entities an agent can reach, which operations it may perform, and which fields it can see.

Read-only mode

The agent can observe and report but never writes back to the ERP.

Approval-required mode

On the roadmap: the agent proposes actions and a person approves before anything is written.

Action-enabled mode

The agent acts within its permitted entities and the limits you set.

Controls built in

  • Role-based entity permissions
  • Entity-level scope
  • Read-only and action-enabled modes
  • Per-agent model selection
  • Audit logs and run history
  • Tenant data isolation

Coming in early access

  • Usage dashboards
  • Budget alerts
  • Approval workflows for high-impact actions

HOW IT WORKS

From idea to a governed agent in six steps

  1. 1

    Define the agent

    Give the agent a clear business purpose and the instructions it should follow.

  2. 2

    Set permissions

    Choose which Business Central or inecta Food ERP entities it can read or write.

  3. 3

    Choose triggers

    Run it manually, from chat, on an email watcher, or on a schedule.

  4. 4

    Select a model

    Pick the model that fits the task by cost, complexity, and type.

  5. 5

    Review output

    Track runs, results, usage, and cost from a single place.

  6. 6

    Add approval gates

    Require human approval before any high-impact or sensitive action.

Edit Agent screen for the Accounts Payable Invoice Processing Agent — name, company, model (Haiku 4.5), max iterations, Enabled and Chat Enabled toggles, and the Context Instructions panel where the agent's job description and triggers are defined in prose
Configuring the AP Invoice Processing Agent — name, model, instructions, and gates all in one place.

PRODUCT IN ACTION

An AP Invoice Processing Agent at work

Triggered by an email watcher, the agent reads each PDF invoice, looks up the vendor, and drops a draft purchase invoice into Business Central — ready for an AP clerk to review and post.

A draft purchase invoice opened in Microsoft Dynamics 365 Business Central — vendor, posting date, lines, and totals populated by the agent, ready for an AP clerk to review and post
A draft purchase invoice in Business Central, created by the agent from an inbound vendor PDF.

USE CASES

Where teams put agents to work

Business Central

Finance agent

Monitor overdue invoices, unusual payment behavior, cash collection risks, and AP exceptions.

Purchasing agent

Watch vendor delays, price changes, open purchase orders, and inventory risk.

Inventory agent

Flag stockout risk, slow-moving inventory, negative inventory, or unusual demand changes.

Sales agent

Summarize customer activity, detect margin erosion, and alert teams to account risks.

Operations agent

Monitor late orders, bottlenecks, exception queues, and process delays.

Executive reporting agent

Send weekly summaries of risks, anomalies, wins, and recommended follow-ups.

inecta Food ERP

QC agent

Monitor failed quality tests, open holds, supplier quality trends, and unresolved corrective actions.

Lot traceability agent

Summarize related receipts, production, shipments, and affected customers during a lot investigation.

Catch weight agent

Flag unusual yield, weight variance, or margin impact.

EDI agent

Monitor failed documents, repeated trading partner issues, or missing acknowledgments.

Production agent

Watch production orders, shortages, delays, and capacity risks.

Customer service agent

Summarize customer issues, order history, shipment status, and open exceptions.

INTEGRATIONS

Built to connect — triggers, endpoints, mailboxes, and outside data

Every agent has its own set of triggers and integration points. Pick the ones it needs, leave the rest off.

Triggers and Chat Endpoint configuration for the AP Invoice Processing Agent — Schedule (cron), Email Watcher, and Activity Logging toggles, a Claude API Key field that falls back to the server env var, and a stable chat endpoint with a UUID token and a regeneratable URL that any app with a Firebase ID token can call
Triggers and chat endpoint

Run an agent on a cron schedule, watch a mailbox for new messages, log every run, and expose a stable chat endpoint other apps can call.

External Sources and Email configuration for the AP Invoice Processing Agent — an empty External Sources panel where Google Drive folders can be granted Read/Create/Update/Delete scopes, and an Email block with the workspace address ap@folium.inectafoodventures.com and Read, Reply, Send, Compose, Delete scopes
External sources and email

Grant scoped access to drive folders and an outside Google Workspace mailbox so agents can read, draft, and send email inside the boundaries you set.

FOR INECTA FOOD ERP CUSTOMERS

inecta Food ERP, powered by inecta AI

inecta AI Agents work natively with inecta Food ERP — helping food and beverage teams monitor QC, lot traceability, catch weight, production, EDI, inventory, purchasing, and customer service workflows.

Explore inecta Food ERP

CHAT

Ask your data in plain English

Every agent exposes a chat endpoint alongside its scheduled and email triggers. Open a conversation and ask anything your ERP data can answer — outstanding AP for a vendor, top customers by revenue, lots about to expire. The agent pulls live values, does the math, and explains what it found.

  • Plain English in, structured answers out
  • Reads from the entities the agent is permitted to access
  • Surfaces things a glance at a report can miss — like duplicate vendor invoices

PRICING

A flat platform fee, plus usage-based AI you control

inecta AI is a flat tenant subscription that includes the full platform, plus usage-based billing for the AI your agents actually consume. Every cost driver — the model an agent uses, how often it runs, how much data it touches, and how long its instructions are — is in your control. Setup and implementation are scoped separately.

Part 1

Flat tenant subscription

One tenant-level subscription includes the full platform — every model, every trigger type, and the full entity catalog. No tiers.

Part 2

Usage-based AI

On top of the subscription, you pay for the AI your agents actually use, billed as usage.

You control every cost driver

You choose the model

Run an agent on a lighter or heavier model per task — cost follows the model you pick.

You set scope and triggers

How often an agent runs, how much data it touches, and how long its instructions are — all yours to set.

Visibility and alerts

Per-agent usage dashboards and budget alerts are on the roadmap.

Talk to sales about pricing

Put inecta AI Agents to work in your Business Central

See how inecta AI Agents fit your Business Central environment. We will walk through the workflows, triggers, permissions, and audit controls that matter for your team — and show you what an agent looks like running against live ERP data.

Book a Discovery Call

FREQUENTLY ASKED QUESTIONS

inecta AI Agents, answered

inecta AI is the umbrella product line that brings AI agents and automation into Microsoft Dynamics 365 Business Central. inecta AI Agents is the first product in that line.

inecta AI Agents are configurable agents that monitor ERP data, connect to outside sources, run on triggers, and take approved actions inside Business Central — with permissions, audit history, and the right controls in place.

No. inecta AI Agents is available for any Microsoft Dynamics 365 Business Central environment. The agents are designed around Business Central entities and workflows, with deeper out-of-the-box knowledge of inecta Food ERP workflows for food and beverage customers.

Yes. The product is designed around Business Central business workflows and entities, so it works with any Business Central environment. Talk to sales about scoping for your setup.

Microsoft provides broad Copilot and agent-building capabilities across its ecosystem. inecta AI Agents are designed around Business Central business workflows, ERP entity permissions, operational triggers, audit history, and industry-specific process knowledge for inecta Food ERP customers.

Copilot Studio is a general platform for building agents. With inecta AI Agents, the Business Central entity awareness, permissions, triggers, and audit history come built around ERP workflows, so teams configure agents rather than assemble that context themselves.

Yes, where you explicitly allow it. Write access is granted per entity and per operation. Formal approval gating for sensitive writebacks is on the roadmap.

Yes. Grant an agent read-only entity permissions and it observes and reports without writing back to the ERP.

You can scope an agent to read-only or to specific entities and operations today. Formal approval-required gating for high-impact actions is on the roadmap — talk to sales about your requirements.

inecta AI is a flat tenant subscription that includes the full platform — every model, every trigger type, and the full entity catalog — plus usage-based billing for the AI your agents actually consume. Every cost driver is in your control. Setup and implementation are scoped separately.

The subscription is flat. The usage-based portion scales with what your agents do, and you control every driver — the model an agent uses, how often it runs, how much data it touches, and how long its instructions are. Per-agent usage dashboards and budget alerts are on the roadmap.

Yes — by design you control every cost driver: the model each agent uses, run frequency, data scope, and instruction length. Per-agent usage dashboards and budget alerts are on the roadmap. Talk to sales about controls for your environment.

Activity and runs are visible per agent in the agent log today. Per-agent usage and cost dashboards are on the roadmap.

Each agent is configured to run on a specific Claude model, chosen per agent for cost and capability. Broader admin-level model governance is on the roadmap.

Each agent reaches only the Business Central or inecta Food ERP entities you permit, scoped per agent with role-based permissions and data boundaries.

Yes. Agents can connect to approved external sources such as web search, news feeds, APIs, MCPs, and other connectors.

Setup effort depends on your environment and the workflows you want to automate. Implementation and services are scoped separately when needed.

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