AI agent for ERP implementations

Invite the agent.
Skip the paperwork.

Add @Veridox to your Teams or Zoom requirements workshop. It listens with ERP domain expertise, asks the right questions in chat, and delivers UAT scripts and an FDD before you close your laptop.

Veridox AI · P2P Phase 1 Workshop · Teams
P2P Phase 1 Requirements — Acme Corp
8 participants · 42 min elapsed
N
S
M
VX
💬
Veridox AI: Quick clarification — what dollar amount triggers the second-level approver on purchase orders?
Live transcription
42 min captured
Requirements extracted
28 requirements · P2P + GL
3
Generating UAT scripts
Writing test steps…
4
Assembling FDD
Waiting…
UAT Scripts
28 ready
FDD
~3 min
~85%
Doc time saved
28
Scripts in 25 min
Built for teams delivering
NetSuite
SAP S/4HANA
Dynamics 365
Workday
Oracle ERP
How it works

One platform.
Every implementation phase.

From the moment you invite the agent to the meeting through to digital client sign-off — Veridox manages every phase in one connected platform.

A
Meet
@Veridox joins Teams or Zoom. Listens. Clarifies. Outputs ready within minutes of hang-up.
1
Generate
UAT scripts + FDD created. Edit inline, create from scratch, apply your firm's templates.
2
Track
Testers execute in-platform. Live PM dashboard. Structured defect logging and resolution.
3
Close
Client portal. FDD review. Custom approval routing. Digital sign-off. Audit trail sealed.
4
Self-serve
Client invites @Veridox to their own workshops. No SI firm required.
The agent

The consultant who never
misses a requirement.

Veridox joins your meeting, applies 5+ years of ERP domain knowledge in real time, and asks the one question everyone forgot. Two modes — transparent or silent.

AI Meeting Agent

Invite once.
Never document manually again.

The agent joins as a participant, listens with ERP intelligence, and types clarifying questions in the meeting chat when critical requirement details are missing — approval thresholds, enforcement points, edge cases. Outputs are ready before the call ends.

Microsoft Teams and Zoom — one calendar invite
Transparent mode: Veridox AI visible in participant list
Silent mode: invisible to client, notifications to you only
Max 2 clarifications per 10 minutes — thoughtful, not disruptive
Upload fallback always available for recorded sessions
💬
Veridox AI (P2P): On 3-way match — should the system hard-block bills where quantity variance exceeds a tolerance, or flag for review?
💬
Veridox AI (OTC): On customer credit limits — block at sales order entry, or allow entry and hold at pick/pack?
💬
Veridox AI (GL): For period close — hard lock preventing all entries, or soft close with finance manager override?
In-Platform Editor

Edit, create, and build
from your own templates.

Every AI-generated output is editable inline. Create test cases from scratch, import existing ones from CSV, and build workspace templates so every output reflects your firm's standard format from day one.

Inline cell editing — click any field to edit, auto-saves
Version history — AI original always preserved, full rollback
Create from scratch — add test cases without a recording
CSV import — bring existing scripts from Jira, Excel, Confluence
Bulk edit — update module, priority, or tester across many rows
FDD section editor — rich text, AI regenerate per section
Template system — your firm's format applied automatically
Edit
+ Add row
Import CSV
History
TST-P2P-001
PO Two-Level Approval — $10k threshold
P2P
Pass
TST-P2P-002
3-Way Match on Quantity Variance
P2P
Fail
TST-GL-001
Period Close — Hard Lock Enforcement ✏️
GL
Active
TST-OTC-001
Credit Limit Block at SO Entry
OTC
Pending
+ New row
Click to add test case or select template…
Approval routing

Your governance process,
built into the platform.

Configure exactly the approval chains your firm uses. Sequential, parallel, or conditional routing. Escalation rules. Every action logged in an immutable audit trail that becomes legal evidence at go-live.

Custom Routing Builder

Sequential, parallel,
or conditional — your choice.

Build approval chains for every phase — test script packs, FDD reviews, defect resolutions, UAT sign-off. Configure per-module routing, escalation time limits, fallback approvers, and bypass rules for exceptional circumstances.

Sequential — one approver at a time, in order
Parallel — all approvers notified simultaneously
Conditional — route by module, risk level, or phase
Escalation — auto-remind, fallback, admin alert
Immutable audit trail — who approved what and when
Exports as signed PDF in your project close package
P2P Test Pack · Approval Chain
Sarah Mitchell
SI Project Manager
Approved
2
James Thornton
Client · VP Finance
Reviewing
3
Linda Chen
Client · CIO
Waiting
⏱ Escalates in 1 day 4 hrs if no response
User profiles + roles

Every user. Every role.
Every permission — exactly right.

Two separate workspace environments — SI firm and client — with distinct role systems, activity tracking, and project assignments. Every person sees exactly what they need and nothing they shouldn't.

Role System

SI firm workspace
and client workspace.

SI consultants, project managers, and testers work in the SI firm environment. Clients get their own portal with their own roles — approver, tester, and signer — and never see internal consultant notes or other clients' data.

SI Admin, PM, Consultant, Tester, Viewer — full permission control
Client Admin, Approver, Tester, Signer, Viewer — separate portal
Project-level role overrides for complex engagements
Activity history — sessions, tests executed, approvals given
Pending actions inbox — every user's next step front and centre
SSO + MFA for Business and Enterprise tiers
SM
Sarah Mitchell
Senior Consultant · Clarity Consulting
Consultant
✓ P2P
✓ GL
✓ OTC
14
Sessions
312
Scripts
2
Pending
JT
James Thornton
VP Finance · Acme Corp
Client Approver
1 approval pending · P2P test pack
Client portal

A dedicated environment
your clients actually trust.

White-labelled under your firm's brand. Clients log in, see their assigned work, review documents, and sign off. They never see your internal workspace, internal notes, or other clients' data.

📋

UAT execution workspace

Clients execute their assigned test scripts directly in the portal — marking pass, fail, or blocked with structured notes.

  • Assigned scripts by module and tester
  • Defect logging on failure with screenshots
  • Progress visible to SI firm PM in real time
📄

FDD review and change requests

Clients review the Functional Design Document section by section, leave comments, and submit structured change requests.

  • Section-by-section review with comment tools
  • Change requests tracked and responded to by consultant
  • Version locked at point of sharing — no surprise edits

Approvals inbox

Every item requiring client action is surfaced in one place — prioritised, with context and a one-click approve or reject.

  • Test packs, FDD versions, phase sign-offs
  • Rejection requires a comment — blank rejections blocked
  • Escalation alerts when approvals go overdue
✍️

Digital sign-off

Legal sign-off via DocuSign or HelloSign. Binding signature on UAT completion and FDD approval. Stored in the project archive.

  • Legally binding — same force as wet signature
  • Full audit trail: who signed, when, what version
  • Exported in project close package at go-live
ERP modules

Deep domain knowledge.
Not generic AI.

Veridox understands ERP process language. Every module has its own knowledge model built from years of real implementation delivery — the difference between useful outputs and consultant-quality outputs.

P2P
Procure-to-Pay
PO creation & approval routing
3-way match logic & tolerances
Vendor bill entry & matching
Payment runs, EFT & ACH
Vendor management workflows
OTC
Order-to-Cash
Sales order entry & approval
Credit limit enforcement points
Fulfilment & shipping workflows
Invoicing & cash application
Collections management
GL
Record-to-Report
Journal entry & approvals
Hard vs soft period close
Intercompany eliminations
Trial balance & reporting
Financial close checklists
HCM
Human Capital Management
Employee records & onboarding
Payroll processing & approval
Time & attendance workflows
Benefits management
Manager approval flows
Common questions

The questions every
practice lead asks.

We have thought through every concern. Here are the straight answers.

Editing
Can we edit the AI-generated outputs?
Yes — every test script and FDD section is editable inline. All edits are versioned so you can always see what the AI originally generated. You can also create test cases from scratch and build templates for your firm's preferred formats.
Security
Is our client data secure? What happens to the recording?
Audio is permanently deleted within 24 hours of transcription. Transcripts and outputs are stored in your workspace only — your clients' data never leaves your workspace. We are building toward SOC 2 Type II from day one.
Agent
Will our clients see the Veridox bot in the meeting?
You choose. Transparent mode: Veridox AI appears as a named participant — clients can see it. Silent mode: Veridox joins invisibly and surfaces clarifications to you only. Switch per project or per meeting.
Templates
Can we use our own UAT template format?
Yes. The template system lets your workspace admin configure your firm's standard UAT format — custom columns, preferred field order, boilerplate text. AI outputs adopt your template automatically.
ERP coverage
What ERPs do you support beyond NetSuite?
NetSuite is the launch platform — P2P, OTC, GL/RTR, and HCM at go-live. SAP S/4HANA is next at Month 12. Dynamics 365 and Workday follow. The architecture is platform-agnostic — new ERPs are added by building new domain knowledge modules.
Enterprise IT
Our IT department blocks external bots from Teams.
The solution is a Teams app installed at the tenant level by your IT admin — a standard enterprise app deployment, not a consumer add-in. Where tenant installation isn't possible, the upload fallback works identically for the full platform.
Approval routing
How does approval routing match our governance structure?
The routing builder lets you configure exactly the chain your firm uses — sequential, parallel, or conditional by module. Escalation rules with configurable time limits and fallback approvers. Every action logged in an immutable audit trail.
Imports
Can we import existing test cases from Jira or Excel?
Yes. CSV import with a column mapping interface. Import from any tool that exports CSV — Jira, Confluence, Excel, Google Sheets. Imported scripts sit alongside AI-generated ones in the same workspace.
Pricing

Land with documentation.
Expand to the full platform.

Start with doc generation. Add the agent, tracking, approval routing, and client portal as your practice grows.

Starter
$149/seat/mo
Upload pipeline for independent consultants.
UAT scripts + FDD generation
5 sessions per month
Inline editing + version history
All 4 ERP modules
CSV export
No meeting agent
No approval routing
No client portal
Business — Most popular
$599/seat/mo
Full platform for mid-size SI practices.
Agent enabled — Teams + Zoom
Unlimited sessions
UAT tracking + PM dashboard
Custom approval routing builder
Client portal + digital sign-off
White-label under your brand
Template system
Admin portal + SSO
Priority support
Enterprise
Custom
Large practices, ERP vendors, self-implementation.
All Business features
Custom ERP modules
API access + integrations
Per-project self-implement pricing
Dedicated customer success
SLA guarantee
EU data residency option
SOC 2 Type II documentation
Get in touch

Ready to see it
in action?

We're in early access, working directly with SI firms. Reach out to schedule a live demo, ask about the pilot programme, or just talk through whether Veridox is the right fit.

✉️
Email
📞
Phone
(608) 514-6340
💼
LinkedIn
linkedin.com/in/nickluddy
🌐
Website
veridox.co
Talk to the team
Tell us about your practice and we'll be in touch within one business day.
No spam. No sales pressure. Just a real conversation.