Teams work in spreadsheets beside the ERP.
What it costsNumbers differ, and month-end takes days of reconciling.
What changesOne configured ERP with the processes your teams actually run, and data migrated cleanly.
Agentic OS · ContextAI Transformation · Business Systems
The systems your agents act in, set up to be trusted.
An agent can only update an order, post an invoice or book a technician if the system underneath is set up properly. We implement, rescue and connect your CRM, ERP, tax, HR and field service systems, so people and agents work from the same reliable records.
One connected estate
- CRMHubSpot and Salesforce, plus Zoho and Attio
- ERPSAP, Oracle, Microsoft and mid-market ERP
- TaxE-invoicing in every market
- PeopleHRMS, payroll and compliance
- FieldDispatch, technicians, SLAs
- IndustryConstruction, real estate, healthcare
Configured in your accounts, documented and handed over
Written for
CFOs, COOs, CIOs and finance and operations leaders running CRM, ERP and HR systems
The question you came with
Are our systems ready for agents to act in, and what has to be fixed first?
Part of Enterprise AI Transformation
The systems agents act in. Agents post, book and update inside your CRM, ERP and HR systems. Those systems need to be set up and connected first.
See the whole programmeWhat your systems are costing you
If two of these are true, the rest of this page is about you.
E-invoicing rules keep changing by country.
What it costsRejected invoices, penalties and manual workarounds.
What changesE-invoicing connected to your ERP for each market, with AI reading supplier invoices on the way in.
Agentic OS · FlowPayroll and compliance depend on a few people.
What it costsErrors in payroll tax and statutory filings, and key-person risk.
What changesAn HRMS and payroll set up for your jurisdictions, with filings produced from the same data.
Agentic OS · PulseSystems do not talk to each other.
What it costsAgents cannot act, because the record they need lives somewhere else.
What changesCRM, ERP, HR and field systems integrated, with one owner for each record.
Agentic OS · AgentsHow the systems connect
Each record has one home, and every system and agent reads it from there.
- Customers · CRM
Leads, accounts and service history
Sales, service and agents see the same customer, with every interaction logged.
- Money · ERP and tax
Orders, invoices and ledgers
Orders flow to invoices, e-invoices to the tax authority, and payments back to the ledger.
- People · HRMS
Employees, payroll and filings
One employee record drives payroll, leave, access and statutory filings.
- Work · Field and projects
Jobs, technicians and project costs
Jobs and project costs update the ERP as work happens, not at month-end.
What we build
The capability on the left, what your team would notice on the right.
- CRM
CRM implementation
HubSpot and Salesforce implemented around how your teams sell and serve, plus Zoho and Attio where they fit better. Data model, clean-up and rescue sit with Revenue Operations.
- ERP
Mid-market ERP and migration
SAP, Oracle, Microsoft Dynamics or mid-market ERP implemented around your processes, with data from legacy systems such as QuickBooks, Sage or Tally migrated and reconciled.
- Tax
E-invoicing and tax technology
Peppol and the EU e-invoicing mandates, Brazil NF-e, Saudi ZATCA, India IRP, Malaysia MyInvois and others, connected to your ERP.
- People
HRMS, payroll and workforce compliance
Payroll, leave and statutory filings in every country you operate in, with employee self-service.
- Field
Field service management
Dispatch, a technician app, parts and SLAs, connected to CRM and billing.
- Industry
Construction, real estate and healthcare systems
Project controls with BOQ and subcontractor billing, brokerage CRM, and HL7 FHIR and claims integration.
What stays yours
We build and hand over
- System configuration and its documentation
- Integration code and data migration scripts
- Process guides and recorded training
You keep and control
- Your licences and vendor contracts
- Your data, in your systems
- Admin access, in your name
How an engagement runs
The same four steps whatever we build. The first one is small, fixed-fee and useful on its own.
Start with a fixed-scope offer
A fixed scope, a set timeline and a deliverable you keep. The quickest way to start.
Pilot
E-invoicing Compliance with AI Extraction
Outgoing e-invoices compliant in each market, and incoming invoices read by AI
- Time
- 6 to 10 weeks
- Price
- Fixed fee, agreed on a call
- For
- CFOs, financial controllers and tax leads
The problem. E-invoicing mandates such as Peppol, the EU rules, ZATCA and India IRP keep expanding, and incoming supplier invoices are still keyed in by hand.
What happens, week by week
- Weeks 1 to 2Map the requirements
The mandates that apply to you by market and phase, and the gaps in your ERP and invoice flows.
- Weeks 3 to 5Connect outgoing invoices
Your ERP connected to the required network or portal, with validation, clearance and archiving.
- Weeks 6 to 8Read incoming invoices
Supplier invoices extracted with OCR and language models, validated and posted, with exceptions flagged.
- Weeks 9 to 10Go live and monitor
Live in each market, with rejections and exceptions monitored and reported.
You get
- Compliant e-invoicing for each market
- ERP integration and archiving
- AI extraction for supplier invoices
- Monitoring of rejections and exceptions
Who signs off
CFO or financial controller, and the tax lead
What we need from you
ERP access, sample invoices, and your tax registration details
Not sure where to start? Begin with the AI Transformation Review: two to three weeks, $1,500, credited to month one.
Questions
Do you resell software licences?
No. You buy licences directly from the vendor, and we implement and connect them. That keeps our advice independent.
Which systems do you work with?
HubSpot and Salesforce for CRM, plus Zoho and Attio where they fit; SAP, Oracle, Microsoft and mid-market ERPs; and the e-invoicing networks in each market you operate in.
How does this connect to AI Transformation?
Agents act inside these systems. A clean, connected CRM and ERP is usually what makes the first finance or service agent possible.
Can you rescue a failed implementation?
Yes. We review what was built, keep what works, fix the data model and processes, and re-launch with training.
Keep going
Where Business Systems fits your industry, what to read next, and the tools involved.
Industries we do this in
Tools we review for this
AI transformation for the agentic engine era
Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.