Integration · Jeeves ERP
Jeeves ERP AI integration for quotes and sales orders
ERP Agent is an AI agent for Jeeves ERP that turns customer requests into quotes and sales orders in Jeeves. It reads the email, PDF or Excel request, identifies the right products in your Jeeves item register, prices each line with that customer’s pricing from Jeeves and creates the document once a rep has approved it. It also updates purchase orders from supplier order confirmations.
What does the Jeeves ERP integration read and write?
We set up the connection for your company during onboarding. It works through the Jeeves API, not the screens, and writes each document after a rep has approved it.
| Data in Jeeves | Read or write | What the agent does with it |
|---|---|---|
| Products | Read | Identifies the right product for each line; checks every product code exists before anything is written |
| Customers | Read | Finds the customer behind the request; flags a delivery address that differs from Jeeves |
| Customer pricing | Read | Prices each line with the price logic in Jeeves for that customer, discounts included |
| Quotes | Write | Creates the approved quote with its lines |
| Sales orders | Write | Creates the approved sales order with its lines |
| Purchase orders | Read and write | Checks supplier confirmations against the PO; writes the approved price, quantity and delivery date |
Your product data, price lists and customer records stay exactly as they are: the agent reads them and never changes them.
Can AI agents automate Jeeves ERP?
Yes. ERP Agent takes over the most time-consuming work in a Jeeves sales team: turning customer requests into quotes and sales orders. It works on top of Jeeves, reads what Jeeves already holds and creates the documents your reps would otherwise key in line by line. A rep approves each one.
The work is rarely the typing. It is deciding which item the customer means by “50 flanges DN80 PN16 304L” or by their own part number, and what this customer pays for it. According to our case study, a sales rep spends on average 4–7 minutes per line when creating quotes and orders by hand; for a 30-line enquiry, that is two to three and a half hours. With the agent doing that groundwork, customers get answers sooner, reps spend their time on judgement and selling, and new reps are productive sooner. See what it costs you today with the quote cost calculator.
The same agent runs quote automation, RFQ automation and order entry automation on any ERP; this page covers what it does inside Jeeves.
How does Jeeves quote automation work?
A request reaches the agent
Reps forward the customer’s email to your agent mailbox, where it becomes the document your company has chosen, quote or sales order. Or they paste it into the web app as it is, attachments included, and choose quote or sales order themselves. PDF (scanned too), Excel, CSV, Word and images all work. Your own systems can send requests through the REST API or MCP server.
It finds the customer and the products
The customer is identified from the company name or email domain in the request and matched in your Jeeves customer register; the rep is alerted if none matches. Abbreviations, dimensions, materials, part numbers and customer codes are mapped to Jeeves products, and candidates that contradict a stated size or pressure class are pushed down. A Finnish or English request finds your Swedish item names. A line too vague to identify goes on your placeholder item with the customer’s wording kept, never a guess.
Prices come from Jeeves
Each line gets the customer’s price from the price logic in Jeeves. If the rep changes the customer, prices can be fetched again from Jeeves. Standard fee rows, such as packing, are added automatically following your rules.
A rep reviews the draft
Lines appear as they are matched. The rep checks the marked ones, takes an alternative where needed and approves.
It is created in Jeeves
Every product code is checked against Jeeves first, so a document never carries a code Jeeves does not know. A short countdown lets the rep cancel. The lines your team sends teach the agent, so the next time a customer writes the same thing, it picks the same product.
Example: an emailed order becomes a Jeeves sales order
A contractor emails a PDF order to a fittings and fasteners distributor; the rep drops it into the web app and chooses sales order.
“Order 4471 attached. Deliver to the Gothenburg workshop, usual prices.”
- 50 x flange DN80 PN16 304L
- 100 x hex bolt M16x70 A4
- 4 x gate valve DN80 PN16
- 20 x art. 77-104
- 1 x misc. fixings for valve install
| Request line | Proposed Jeeves item | Qty | Match | Note |
|---|---|---|---|---|
| flange DN80 PN16 304L | Weld neck flange EN 1092-1 DN80 PN16, 1.4307 | 50 | 78 | Type not stated: weld neck is what this customer buys; slip-on offered as an alternative. Marked for review (under 80). |
| hex bolt M16x70 A4 | Hex bolt ISO 4014 M16 × 70, A4-70 stainless | 100 | 95 | “A4” read as A4-70 stainless. |
| gate valve DN80 PN16 | Gate valve DN80 PN16, flanged | 4 | 88 | A PN10 valve was pushed down. |
| art. 77-104 | Pipe clamp 88.9 mm, rubber lined | 20 | 98 | The customer’s own code, learned from an earlier order. |
| misc. fixings for valve install | Placeholder item, wording kept | 1 | – | Too vague to identify; the rep decides. |
The Gothenburg delivery address is taken from the request and flagged because it differs from the customer’s address in Jeeves. Illustrative example with sample products, codes and scores; in a real draft, each line also carries the customer’s price from Jeeves.
What the rep sees before anything reaches Jeeves
- A match score from 0 to 100. Lines under 80 are marked, so review starts where judgement is needed. How the match score works.
- Reasoning. Open a line to see why the agent chose that product.
- Alternatives. Runner-up products are kept for every line; take one instead.
- Quote chat. Add or remove rows or change quantities and prices, then approve or reject each proposed edit line by line.
- Your team stays in control. The rep approves the draft before it is created in Jeeves, and nothing reaches a customer without approval.
Purchase orders: supplier confirmations written back to Jeeves
When a supplier’s order confirmation arrives by email or as a PDF, the agent fetches the purchase order from Jeeves, compares the two line by line and flags changed prices, quantities and delivery dates, and missing rows. Once a buyer approves, the confirmed price, quantity and delivery date are written to the PO. See supplier order confirmation automation; the same supplier inbox handles material certificates.
Jeeves ERP integration: build on the API yourself or let ERP Agent do the work?
The Jeeves API moves data between systems and returns a customer’s price once it is given the right item. It does not decide which item the customer’s “flange DN80 PN16 304L” means, or which lines a rep should look at before anything is created.
That is the part ERP Agent brings: identifying the products, pricing them from Jeeves, the review screen with match scores and reasoning, and learning from every approved line. We set up the connection for your company during onboarding, so there is no matching logic for your team to build or maintain.
Built to fit how your Jeeves team already works
ERP Agent is the first agentic AI layer for wholesale distribution ERP systems. On Jeeves, that means:
- Works on top of Jeeves. No ERP replacement project. Quotes and sales orders are ordinary Jeeves documents your team opens and edits like any other.
- Your team stays in control. The agent prepares; a rep approves. Nothing reaches a customer without approval.
- EDI keeps running. Orders that arrive with your item numbers keep flowing as today; ERP Agent takes the emails, PDFs and spreadsheets written in the customer’s own words, where the real work is.
- Start with a catalogue file; connect Jeeves when you’re ready. Reps can forward real requests from the first week while the Jeeves connection is set up. See catalogue file and SFTP.
- Your knowledge stays in the company. What your best reps know about customers’ codes and wording is kept in the agent, not only in their heads.
What does setting up the Jeeves connection involve?
- Access agreed first. Before setup, we agree which data the agent needs and which systems it can access. ERP Agent is GDPR-compliant, and models run with zero data retention. See security.
- Your Jeeves rules. Which placeholder item takes lines too vague to identify, and which fee rows, such as packing, the agent adds automatically.
- Your own history. Past quotes and Outlook email history teach the agent how your customers write.
- Pricing. A setup fee plus a monthly subscription, scoped by integrations, product data and your requirements, with an itemised quote first. See pricing.
ERP Agent in numbers
- 4–7 min
- per line to create quotes and orders by hand, according to our case study
- 95%
- average automation across our customers
- 3–8 min
- for the agent to prepare a typical request
- 1–3 min
- in fast mode, for requests of up to about 50 lines
Does it matter what you sell?
The Jeeves connection is the same whatever you sell. What changes by trade is what the agent checks on each line: grades and lengths for steel stockholders, DIN and ISO codes for fastener distributors, duct sizes and fire ratings for HVAC wholesalers. ERP Agent is live with steel, HVAC and fastener distributors.
ERP Agent and Jeeves ERP
ERP Agent is built by DataFigured Oy in Helsinki to work on top of Jeeves ERP, part of Forterro. Your Jeeves stays the system of record; ERP Agent adds the agent that turns customer requests into Jeeves quotes and sales orders.
All connections: ERP, CRM, email and file
ERP Agent integrates with Business Central, SAP, NetSuite, Visma, IFS, Sage, Jeeves and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week. See all integrations.
| System | Type | Reads | Writes |
|---|---|---|---|
| Dynamics 365 Business Central | ERP integration | Items, customers, customer prices | Sales quotes and sales orders |
| SAP S/4HANA | ERP integration | Products, business partners, customer prices | Sales quotations and sales orders |
| SAP Business One | ERP integration | Items, business partners, price lists | Sales quotations and sales orders |
| NetSuite | ERP integration | Items, customers, customer prices | Estimates (quotes) and sales orders |
| Dynamics 365 Finance & Supply Chain | ERP integration | Released products, customers, trade agreement prices | Sales quotations and sales orders |
| Visma | ERP integration | Items, customers, customer prices | Quotes and sales orders |
| IFS | ERP integration | Sales parts, customers, customer prices | Sales quotations and customer orders |
| Monitor ERP | ERP integration | Parts, customers, customer prices | Quotes and customer orders |
| Infor M3 | ERP integration | Items, customers, customer prices | Quotations and customer orders |
| Exact | ERP integration | Items, customers, sales prices | Quotations and sales orders |
| AFAS Profit | ERP integration | Items, debtors, price agreements | Quotes and sales orders |
| Odoo | ERP integration | Products, customers, pricelists | Quotations and sales orders |
| Sage | ERP integration | Items, customers, customer prices | Sales quotes and sales orders |
| Jeeves | ERP integration | Items, customers, customer prices | Quotes and sales orders; confirmed values on purchase orders |
| Lemonsoft | ERP integration | Items, customers, customer prices | Quotes |
| Microsoft 365 / Outlook | Email integration | Customer requests in the agent mailbox; email history for training | Nothing is sent to customers without your team |
| Catalogue file / SFTP | File | Product catalogue from a file, from the first week | The reviewed quote or order as a file, ready to import into your system |
| Any other ERP or CRM | ERP or CRM integration | Products, customers and prices, through the connection we set up for your company during onboarding | Quotes and sales orders |
Frequently asked questions
Does ERP Agent create sales orders in Jeeves, or only quotes?
Both. In the web app the rep chooses quote or sales order for each request; emails forwarded to the agent mailbox become the document type your company has chosen. For customer purchase orders arriving by email, see purchase order to sales order automation.
Does ERP Agent use the Jeeves API?
Yes. It works through the Jeeves API, not the screens: it creates quotes and sales orders and updates purchase orders, while product, price and customer data are only read.
Where do the prices on a Jeeves quote come from?
From the price logic in Jeeves for that customer, discounts included. The rep can review and edit any price before sending.
Who approves what goes into Jeeves?
Your team. A rep reviews the draft and approves it, every product code is checked against Jeeves first, and a short countdown allows a last cancel. Nothing reaches a customer without approval.
Does ERP Agent replace Jeeves or change how we use it?
No. ERP Agent works on top of Jeeves. Quotes and sales orders are created as ordinary Jeeves documents your team opens and edits like any other, and the agent’s access is agreed with you before setup.
Can we start before the Jeeves connection is live?
Yes, the same week. Reps start from a catalogue file and forward real requests from day one. Customer pricing from Jeeves and documents created directly in Jeeves start as soon as the connection is live.
Does ERP Agent work with ERPs other than Jeeves?
Yes. ERP Agent integrates with Business Central, SAP, NetSuite, Visma, IFS, Sage, Lemonsoft and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week. See all integrations.
Related
- ERP integrations for AI quote and order automation, on any ERP system
- AI quote automation for distributors and wholesalers
- Order entry automation for distributors: customer POs to sales orders
- Supplier order confirmation automation, line by line against the PO
- Purchase order to sales order automation for wholesale distributors
- Email to ERP: customer requests to approved quotes and orders
Let’s look at your quote workflow
Bring a request from your inbox
Book a 30-minute call with a few real requests; we’ll show how the agent handles them and what connecting your Jeeves involves.
- Your requests and product catalogue
- Your pricing and review process
- A clear scope for the next step
Lauri Pelkonen
Founder & CEO
Book a 30-minute call Request a demo by emailOr use the address directly