Acumatica
ERPConnect AI agents directly to your Acumatica ERP. Agents manage vendors, process bills end-to-end, check duplicate entries, retrieve GL account data, and monitor AP balances without anyone logging into the system.
What This Integration Enables
The Acumatica integration focuses on accounts payable operations: the full vendor bill lifecycle from receipt through release, with duplication safeguards and GL data access. Agents handle the routine AP work, surface exceptions, and leave the judgment calls to your accounting team.
Without FlowRunner
With FlowRunner
Use Case Scenarios
Automated AP Processing from Document Parser
A vendor email with a PDF invoice arrives. Parseur's document processed trigger fires. The extracted data: vendor name, invoice number, amount, line items, due date. The agent calls Validate Vendor to confirm the supplier is approved. It calls Check Duplicate Bill to ensure this invoice has not already been entered. If both checks pass, it creates the bill in Acumatica, attaches the original PDF, and posts a notification to the #accounts-payable Slack channel. Three vendor bills that would have taken 45 minutes of manual entry are handled in under 2 minutes.
Bill Approval and Release Workflow
Bills are created in Hold status by the agent. Every morning at 9am, the agent lists all bills in Hold, groups them by vendor, and sends a structured approval request to the AP manager via Slack: "7 bills totaling $42,300 are awaiting your review. Approve all or review individually?" The manager approves in bulk or reviews exceptions individually. For approved bills, the agent calls Release Bill from Hold automatically. Bills that require additional review are flagged with context.
Daily AP Health Check
Each morning, the agent retrieves the AP Account Balance, lists bills due within 7 days, and identifies any vendors with overdue balances. It posts a structured daily summary to #finance-daily with the payables picture. The finance team starts the day knowing exactly what's due and what's at risk.
Human-in-Loop Highlight
The Check Duplicate Bill action is a built-in safeguard, but when the agent finds a potential near-duplicate: same vendor, similar amount, different reference number, it does not silently skip or create. It pauses and routes to the AP manager via Slack: "Possible duplicate: [Vendor], $4,100, Reference ACM-2291. Existing bill Reference ACM-2289 was entered 3 days ago for $4,100. Is this a new invoice or a resubmission?" The manager resolves the ambiguity. No double payments.
Agent Capabilities
16 actionsVendor Management
4- Create Vendor Creates a new vendor record in Acumatica. Used in supplier onboarding workflows: when a vendor is approved through procurement, the agent creates their Acumatica record automatically.
- Get Vendor Retrieves a vendor record by ID or name. Used to verify a vendor exists and is active before processing a bill.
- List Vendors Returns the vendor list with filters. Used in reporting and auditing workflows to review supplier relationships.
- Validate Vendor Checks whether a vendor record meets required criteria before transacting. Used as a pre-check in bill processing workflows: the agent validates the vendor before creating a bill, preventing payments to unapproved or incomplete vendor records.
Bill Management
9- Create Bill Creates an AP bill in Acumatica. Used in automated AP workflows: once a vendor invoice is parsed and validated, the agent creates the bill in Acumatica, ready for review and approval.
- Get Bill Retrieves a bill by internal ID. Used to check bill status in payment and reconciliation workflows.
- Get Bill by Reference Number Retrieves a bill using the vendor's invoice number. Used when processing inbound invoices: the agent checks whether a bill for this reference number already exists before creating a new one.
- List Bills Returns bills matching filter criteria. Used in AP aging, payment scheduling, and audit workflows.
- Search Bills by Description Finds bills matching a text description. Used when agents need to locate bills related to a specific project or purchase without knowing the exact reference.
- Check Duplicate Bill Checks whether a bill with the same vendor and reference number already exists. Used as a guard before every bill creation to prevent duplicate payments.
- Attach File to Bill Attaches a document to a bill record. Used when a vendor's original invoice PDF needs to be stored against the Acumatica bill for audit purposes.
- Release Bill from Hold Moves a bill out of Hold status to make it available for payment. Used when an agent or human reviewer has verified the bill and it is ready to proceed in the AP workflow.
- Delete Bill Removes a bill from the system. Used in error correction workflows when a bill was created incorrectly.
Reference Data
2- List Credit Terms Returns the available credit terms options in Acumatica. Used when agents are creating vendors or bills and need to select or validate payment terms.
- List GL Accounts Returns the chart of accounts. Used when agents need to map expense categories to GL codes during bill creation or journal entry workflows.
Reports
1- Get AP Account Balance Returns the current accounts payable balance. Used in daily treasury and cash flow reporting workflows.
Start building with Acumatica
$100 in credits. No card required. Connect in minutes.