Sanaf AI
Start free
Accounting

Erpnext, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Erpnext account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Accounting
  • Connects with a key
  • 50 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Erpnext is

Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework

You paste in a key from your own Erpnext account. It is kept encrypted, and you can withdraw it from inside Erpnext whenever you like.

How a run works

One message in, the work done in Erpnext.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Erpnext. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Erpnext account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

50 tools it already has

What it can do in Erpnext

These are the ready-made tools your AI employee already has in Erpnext. It is not limited to them, but it never has to be taught these.

  • Add CommentTool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
  • Add TagTool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
  • Apply WorkflowTool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document mu
  • Cancel DocumentCancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transact
  • Create DocumentTool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include
  • Create TimesheetTool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
  • Create WebhookTool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
  • Delete DocumentTool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.
  • Download file from ERPNextTool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.
  • Download PDF DocumentTool to download a document as PDF from ERPNext with optional print format. Use when you need to retrieve a document in PDF format, optionally specifying a custom print format or e
  • Get All LanguagesTool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.
  • Get All RolesTool to get a list of all roles available in the ERPNext system. Use when you need to retrieve all available roles for assignment or reference.
  • Get DocType MetadataTool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. Use when you need to understand the structure of a DocT
  • Get DocumentTool to retrieve a specific document by its DocType and name (ID). Returns the complete document with all fields. Use when you need to fetch details of a specific ERPNext document
  • Get Document CountTool to get the count of documents matching specified filters in ERPNext/Frappe. Use when you need to know how many records exist for a specific DocType, optionally filtered by con
  • Get Document with MetadataTool to retrieve a document with full metadata including attachments, comments, activity logs, and related information. Use when you need complete document details beyond the basic
  • Get Exchange RateTool to get the currency exchange rate between two currencies in ERPNext. Use when you need to convert amounts between different currencies or check current exchange rates.
  • Get Field ValueTool to get specific field value(s) from a document in ERPNext. Use when you need to retrieve one or more field values without loading the entire document.
  • Get Fiscal YearTool to get fiscal year information for a given date in ERPNext. Use when you need to determine which fiscal year a specific date falls into or retrieve fiscal year boundaries.
  • Get Framework VersionTool to get the Frappe framework version and all installed app versions. Use when you need to check the ERPNext/Frappe system version for compatibility or debugging purposes.
  • Get Item DetailsTool to get detailed item information including pricing, taxes, and stock details from ERPNext. Use when you need comprehensive item data for transactions like Sales Orders, Purcha
  • Get List of DocumentsTool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination. Use when you need to query documents of a specific DocType with optional f
  • Get Logged UserTool to get the email/ID of the currently authenticated user. Use to verify authentication is working.
  • Get Party DetailsTool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings. Use when creating transactions or updating party information i
  • Get Payment EntryTool to get payment entry details for an invoice or order from ERPNext. Use when you need to retrieve payment information for a Sales Invoice, Purchase Invoice, Sales Order, or Pur
  • Get Stock BalanceTool to retrieve the current stock balance for a specific item in a warehouse. Use when you need to check inventory levels or available quantity.
  • Get TimezonesTool to get a list of all available timezones in the ERPNext system. Use when you need to retrieve timezone options for user configuration or scheduling.
  • Get User RolesTool to get roles assigned to a user. Use when you need to check user permissions or access levels in ERPNext/Frappe.
  • Get Workflow TransitionsTool to get available workflow transitions for a document. Use when you need to check what workflow actions are available for a specific document based on its current state and use
  • Global SearchTool to perform global text search across ERPNext documents. Use when you need to find documents, pages, or records by searching for keywords across the system. Results are ranked
  • Insert DocumentTool to insert a new document in ERPNext/Frappe using the client API. Use when you need to create any type of document (ToDo, Customer, Item, etc.) by providing the doctype and req
  • Insert Multiple DocumentsTool to insert multiple documents at once into ERPNext/Frappe. Use when you need to create multiple records (Notes, Customers, Items, etc.) in a single API call for better efficien
  • List DocTypesTool to get a list of all DocTypes available in the ERPNext system. Use when you need to retrieve available DocTypes with optional filtering and pagination.
  • List EmployeesTool to retrieve a list of Employee records from ERPNext. Use when you need to fetch employee information with optional filtering and pagination.
  • List ERPNext DocumentsTool to list documents of a specific DocType from ERPNext. Returns paginated results (default 20 items). Use when you need to retrieve multiple documents, with support for filterin
  • List ProjectsTool to retrieve a list of Project records from ERPNext. Use when you need to get projects, optionally filtered and paginated.
  • List TimesheetsTool to get a list of Timesheet records from ERPNext. Use when you need to retrieve, search, or filter timesheets. Supports pagination and flexible field selection.
  • List WebhooksTool to list webhook configurations in ERPNext. Use when you need to retrieve all configured webhooks or search for specific webhooks using filters.
  • Make Delivery NoteCreate a draft Delivery Note from an existing Sales Order in ERPNext. Use when you need to initiate shipment/delivery of items from a confirmed sales order. The created Delivery No
  • Make Purchase OrderCreate a draft Purchase Order from an existing Material Request in ERPNext. Use when you need to initiate procurement of items from an approved material request. The created Purcha
  • Make Sales InvoiceTool to create a Sales Invoice from an existing Sales Order in ERPNext. Use when you need to generate an invoice for a confirmed sales order. The created invoice will be in draft s
  • Make Stock EntryTool to create a Stock Entry for material transfer, receipt, or issue in ERPNext. Use when you need to record inventory movements between warehouses or add/remove stock. For Materi
  • Ping APITool to check if the ERPNext/Frappe API is reachable. Use when you need to verify API connectivity or test authentication.
  • Rename DocumentTool to rename an ERPNext document by changing its unique ID/name. Use when you need to change a document's primary identifier, optionally merging with an existing document.
  • Save DocumentTool to save an existing ERPNext/Frappe document with changes. Use when you need to update an existing document in the system. Requires the complete document object including all s
  • Save Document with ActionTool to save, submit, cancel, or update a document in ERPNext. Use when you need to create or modify documents in ERPNext. The doc parameter must be a JSON-serializable dictionary
  • Search Link Field DocumentsTool to search for documents to link in ERPNext/Frappe Link fields. Use when you need autocomplete suggestions for Link fields or to find documents by name/text.
  • Set ValueTool to set a specific field value on a document in ERPNext. Use when you need to update a single field without retrieving or modifying the entire document.
  • Submit DocumentSubmit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. Use for submittable DocTypes like Sales Invoice, Purchase Order, Journal Entry, etc. Documen
  • Update ERPNext documentTool to update a specific ERPNext document. Acts like a PATCH request - only send the fields you want to change, not the whole document. Use when you need to modify specific fields
Access, and who is in charge of it

You stay the boss of your Erpnext account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Erpnext account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Erpnext is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Erpnext and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Erpnext

Can an AI employee really work inside Erpnext?
Yes. It signs in to your own Erpnext account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Erpnext?
No. Nothing moves and nothing is replaced. Your records stay in Erpnext, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Erpnext account?
You paste in a key from your own Erpnext account. It is kept encrypted, and you can withdraw it from inside Erpnext whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Erpnext?
It has 50 ready-made tools in Erpnext today, among them Add Comment, Add Tag and Apply Workflow. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Erpnext and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Erpnext and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Erpnext?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Erpnext is written down with what it did and when.