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5 ERP Connectors Available

Query Your ERP with Natural Language

The only knowledge platform that connects directly to your business systems. Ask questions in plain English, get cited answers from Acumatica, Oracle, Dynamics 365, and more — with SAP coming soon.

Your Team Lives in the ERP. Your AI Should Too.

The Old Way

  • Wait for IT to build a report
  • Learn complex report builders
  • Export to Excel, then search
  • Data is stale by the time you get it

With Courdx

  • Ask in plain English
  • Get cited answers instantly
  • Always current data
  • No technical skills needed

Integrations

Supported ERP & CRM Systems

Click any system to explore the business areas and entities we index. Each connector was built from the actual API documentation — no generic adapters.

Don't see your ERP? Contact us about custom integrations.

See It In Action

ERP Connectors in the Admin Panel

Add your ERP system in seconds. Configure credentials, select business areas to index, and start querying — all from the Courdx admin interface.

Courdx Admin — Add Data Source — ERP Systems
Courdx admin panel showing ERP connector catalog with Acumatica, Oracle ERP Cloud, Dynamics 365 Business Central, and Dynamics 365 Finance & Operations

Use Cases

Questions You Can Ask

Natural language queries across your entire business — from inventory to finance to sales pipeline.

Inventory & Supply Chain

"What's our current inventory for SKU-12345?"
"Show me items below reorder point"
"Which suppliers have the best on-time delivery?"
"What's the lead time for component X?"

Finance & Accounting

"What's the AR aging for customer ABC?"
"Show me all POs over $50K from last quarter"
"What's our cash position across all accounts?"
"List invoices pending approval"

Sales & CRM

"What opportunities are closing this month?"
"Show me the pipeline for the West region"
"Which leads came from the trade show campaign?"
"What's the win rate by product line?"

Operations & HR

"List open work orders in the Chicago plant"
"How many open positions do we have?"
"Show time-off requests pending approval"
"Which jobs are behind schedule?"

Why ERP + AI Matters

No More Report Builders

Ask questions in plain English. No SQL, no report designer, no waiting for IT.

Real-Time Answers

Query live ERP data, not stale exports. Get current information instantly.

Secure Access

Respects your ERP permissions. Users only see data they're authorized to access.

Full Audit Trail

Every query logged. Know who asked what and when for compliance.

Complementary AI

Works Alongside Your ERP's Built-in AI

Acumatica, Oracle, and Dynamics 365 are investing heavily in embedded AI for operational tasks. Courdx doesn't replace that — it adds a layer they can't: cross-source knowledge retrieval with citations.

ERP Built-in AI
Courdx
Purpose
Automate operational ERP tasks
Find & cite answers across all enterprise data
Scope
Single ERP system only
All your data sources — ERPs, Slack, Confluence, Jira, and more
Example
"Auto-match this invoice to a PO"
"What's our return policy for damaged goods?"
Output
Workflow actions within the ERP
Cited answers with confidence scores
Knowledge graph
None — operates on structured ERP data
Connects entities across documents and systems

Acumatica

Their AI handles

AI Studio automates AP document recognition, anomaly detection, and cross-sell recommendations

Courdx adds

Courdx answers questions across your Acumatica data, Confluence docs, and Slack threads — with cited sources

Oracle ERP Cloud

Their AI handles

50+ agentic AI agents handle GL anomalies, automated close, and procurement workflows

Courdx adds

Courdx retrieves knowledge from Oracle records, SharePoint policies, and support tickets in one search

Dynamics 365

Their AI handles

Copilot drafts emails, summarizes records, and suggests next actions within D365 apps

Courdx adds

Courdx connects D365 data with 50+ other tools — answering questions Copilot can't reach

The bottom line: Let your ERP's AI handle invoice matching and anomaly detection. Let Courdx answer questions across all your enterprise data — with citations.

Process

How It Works

01

Secure Connection

We connect to your ERP via secure APIs. Your credentials stay in your infrastructure — encrypted at rest with AES-256.

02

Schema Understanding

Courdx learns your ERP schema, custom fields, and business terminology. No generic queries — we speak your language.

03

Permission Mapping

ERP permissions are respected. Collection-level access control ensures users only see data they're authorized to access.

04

Natural Language Queries

Your team asks questions in plain English. Courdx uses multi-strategy retrieval (vector + keyword + knowledge graph) to find precise answers with citations.

Granular Entity Control

Choose Exactly What to Index

Each ERP connector lets you select specific business entities to sync — from customers and invoices to GL entries and inventory. No all-or-nothing; pick only what your team needs.

Add Acumatica Connection — Step 3: Configure
Acumatica ERP entity configuration showing 14 business entities

Simple Setup

Connect Your ERP in Minutes

Each ERP connector comes with a guided setup flow. Enter your API credentials, select the business areas to index, and Courdx handles the rest — incremental syncing, schema mapping, and permission inheritance.

  • Guided credential setup with validation
  • Select which business areas to index
  • Incremental sync — only changes, not everything
  • Automatic schema mapping and field discovery
Acumatica ERP Connections
Acumatica ERP connector setup page showing connection management and credential configuration

Ready to Unlock Your ERP Data?

See how Courdx can transform how your team interacts with business data. Schedule a focused ERP demo with our solutions team.