Sankhya ERP integration for AI agents
Sankhya is a Brazilian ERP used by midsize and large companies in industry, distribution and services, with finance, tax, sales, inventory and production modules. This page is for companies that operate in Brazil. The agent connects through the Sankhya API (the gateway and services of Sankhya Om) with credentials released to your company, reading and posting data in the authorized modules.
What AI agents do with Sankhya
Overdue receivables chased with context
The agent reads the open receivables in Sankhya and sends the collection message on WhatsApp with the boleto and the customer's history. Extension requests above the approval limit go to finance.
Sales order without retyping
Orders that arrive by email or WhatsApp are checked against the customer record and the price list and entered in Sankhya. A price or credit mismatch holds the order for approval.
Stock position for sales
The salesperson asks in Teams whether an item is in stock, and the agent answers with available stock and expected arrival, straight from the ERP.
Purchase approval by authority level
Requisitions above the limit reach the approver with supplier, price history and the department's budget. The decision goes back into Sankhya with a record.
Connect Sankhya once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Sankhya, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Sankhya and what it cost, all on record.
Ready-made AI teams that use Sankhya
Often used together with Sankhya
Questions about Sankhya and AI agents
Does iTeam integrate with Sankhya?
Yes, through the Sankhya API, released to customers with credentials. iTeam's HTTP tool learns the services from the documentation, and the scope is confirmed in the diagnosis with your IT team.
Does the agent post to the ERP without checks?
You define it by type of entry. The most common setup is free read access and human approval to post orders or settle receivables, with everything in the audit trail.
Do we need to change our Sankhya customizations?
Normally not. The agent uses the services that already exist. Specific customizations are assessed in the diagnosis.
