AI & Automation
An ERP that thinks, and works, alongside you.
Carbon ERP's AI command layer turns your real data into decisions — and gets routine work done — while keeping a human on every irreversible call.
/ 01 — Business Intelligence
Know your business at a glance.
A Company Health Index (0–100) scores six domains — Finance, Sales, Operations, People, Supply and Support. A daily briefing ranks what needs your attention, each item linking straight to the record. AI advisors answer your questions from your own data — and always cite their sources.
Advisors are read-only — they recommend, they never act on their own.
Illustrative sample data — your index reflects your own live records.
/ 02 — AI Employees
A workforce that takes action — safely.
Configure AI employees that work through your existing ERP within set permissions, budgets and autonomy levels. Risky actions wait in an approvals inbox. Every agent earns a trust grade from its track record, and Shadow Mode lets an agent prove itself by simulating work before it's ever allowed to make a real change.
Agents act as scoped service accounts and can only do what their roles allow.
/ 03 — Automations
Processes that run themselves.
Design processes on a visual BPMN canvas — a trigger starts the flow; events, gateways, delays, AI-native steps and human approvals shape it; and actions do the work across CRM, Sales, Support, Operations, Inventory, HR and Business Intelligence. Every user task lands in the right person's My Work inbox, and completing it advances the process.
Author processes visually, or as a compact Flow DSL — even let an AI agent propose one for your approval.
And a concierge in the corner
Guidance, and your knowledge, built in.
Meet Carbonista, your AI concierge.
A warm, built-in assistant that gives new teams a guided tour, co-pilots setup, and answers questions from your product knowledge — she can even navigate the app and pre-fill forms, with a confirm step before anything is submitted.
Train your team, keep the knowledge.
Learning (LMS) lets you build courses — passing mints a certification on the employee's HR profile. The Knowledge Hub keeps your SOPs, files and brand assets in one place, and grounds the AI so answers come from your way of doing things.