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.
“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.