Guard
Available at launch- In weeks 1–2 the rules run in shadow mode next to the team.
- From week 3, Guard warns on quotes.
Available at launch Use case · illustrative
Set the goal. Erpmate does the work inside your rules and reports progress in money.
“I find out about problems from the monthly MIS, three weeks too late. Every manager says their area is fine.”
You don't buy Erpmate for its features. You buy it to move four numbers: margin leakage, stock health, cash collection and sales follow-through. You give each agent one goal. Erpmate shows the distance to that goal every week, and everything it did to get there.
Last reviewed:
The question they ask
Where is money leaking, and is anyone fixing it?
What Erpmate gives them
A monthly value statement: problems caught and value protected per agent, with the method behind each figure.
The Monday report the CEO reads
You give each agent one goal. Erpmate shows the distance to that goal every week, and everything it did to get there.
Cash agent
Weekly report · week 6
DSO 61 → 52 days · target 45 by 31 March
- 38 reminders drafted, 35 sent by your team.
- ₹84 lakh collected from invoices more than 30 days overdue. TODO(Kazim): USD figure
- Credit hold proposed on 2 customers: 1 accepted, 1 rejected (reason saved).
- Refused 3 actions: missing payment terms on the customer record.
What I need: consent to read the collections mailbox.
The business
Illustrative example- A distributor with ₹120 crore revenue TODO(Kazim): USD figure
- Two companies, three warehouses, 40 Odoo users
- Odoo 18 Enterprise
Free reading · 48 hours
Illustrative exampleWhat the free reading found
- Quotes in 90 days below the margin floor the team says it uses
- 214 quotes, ₹38 lakh margin lost TODO(Kazim): USD figure
- Products stocked out at least once
- 31 products
- Stock that hasn't moved in 180 days
- ₹1.6 crore TODO(Kazim): USD figure
- Average customer payment past terms
- 19 days
- Share of overdue cash owed by six customers
- 55%
- Vendors delivering later than their stated lead time
- 4 vendors, 9 days on average
What Erpmate does every day
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Operations
Available at launch (basic)- From week 5, Operations applies approved reorder changes with an undo stored for each.
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Cash
Available at launch (basic)- Cash drafts reminders, and the finance team sends them.
Proposes only — never posts to your accounts.
Goals the owner tracks
Illustrative example
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Discount leakage (Guard)
Under 2% of quoted value by 31 March
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Stock-outs on A-class items (Operations)
Zero by 31 March
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Excess stock (Operations)
Down 20% by 31 March
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DSO (Cash)
61 → 45 days by 31 March
Why decision makers say yes
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Start free.
The reading is read-only and costs nothing.
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Pay per agent.
A fixed monthly price for each agent, with no usage meter.
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Low risk.
Nothing runs that you didn't approve, and anything it does can be undone.
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Proof in money.
Every finding and action carries a value in ₹ or days.
Safe by design
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Approve first
Nothing runs that you did not approve.
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Shadow mode
Every rule practises before it acts.
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Undo everything
An undo is stored before any write.
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A "why" for every action
The rule, the evidence and the limits checked.
Related use cases
See what your Odoo is hiding.
Free. Read-only. Report in 48 hours.