Turn your ERP into an intelligent, action-ready operating system without switching tools. Built-in conversational AI assistants, automated document processing, and permission-governed AI agents for modern enterprises and lenders.
Eliminate complex report building and manual database digging. Ask questions in plain English across finance, sales, inventory, projects, and HR records to receive instant, source-cited summaries and insights strictly governed by user role permissions.
Remove repetitive back-office bottlenecks across departments. Automatically classify incoming documents, extract invoice and transaction data, generate follow-up tasks, reconcile ledgers, and flag operational exceptions before they delay execution.
Connect AI agents safely to selected ERPNext and Frappe workflows, external APIs, and business tools via Model Context Protocol (MCP) and RAG pipelines—enforcing read-only boundaries, mandatory human approvals before sensitive record changes, and complete activity tracking.
Connect authorized ERP modules, master records, document vaults, APIs, and role-based corporate structures with the AI layer.
Interpret plain-English user queries, financial tables, and uploaded documents accurately against company policies and live ERP data.
Generate concise executive summaries, transaction classifications, anomaly alerts, and recommended next-best actions.
Route proposed ERP actions, journal entries, or purchase approvals to authorized staff for human-in-the-loop review and sign-off.
Continuously track turnaround times, audit logs, and exception patterns to refine workflows and improve team productivity.
Financial Accounting & Reconciliation
Empower finance teams with automated receivables and payables summaries, transaction classification, invoice-to-payment matching, and plain-English explanations of complex financial reports.
Sales, CRM & Customer Support
Equip sales and service teams with instant customer and order summaries, pipeline health insights, automated ticket classification, and approved draft responses inside one workspace.
Inventory, Procurement & Supply Chain
Monitor stock levels across warehouses, predict replenishment needs, track purchase-order exceptions, and evaluate supplier delivery performance using real-time operational data.
Projects, EPC & Operations Management
Give project managers and operations leads real-time visibility across milestones, BOQ and site documents, resource utilization, timesheets, and cost-overrun risks.
HR, Payroll & Employee Operations
Support HR teams and employees with conversational policy assistants, recruitment screening workflows, leave and attendance analytics, and automated HR report preparation.
High-velocity digital onboarding with instant bureau/bank parsing and straight-through disbursal.
Underwrite MSME term loans and working capital using cash-flow, GST, and AI appraisal.
Branch and doorstep gold lending with digital purity appraisal, live LTV, and vault tracking.
Dealer-led vehicle financing with instant showroom approvals, payout, and RC/insurance tracking.
Coordinate borrower cash-flow appraisal, parallel legal-technical valuation, and title custody.
Assess students and co-borrowers with semester-linked college payouts and moratorium tracking.
Instant point-of-sale checkout approvals with brand subvention, no-cost EMI, and dealer settlement.
Offline-first JLG/SHG field onboarding, RBI household income checks, and center collections.
Crop-cycle and KCC lending with land-record verification and harvest-aligned repayment schedules.
Synchronize buyer underwriting, builder/project approvals, and construction-linked tranche disbursals.
API-first and Frappe-native by design — our ERP layer integrates seamlessly with your existing ERPNext modules, lending core, CRM, HRMS, and analytics stack without rip-and-replace.
Core ERP, AI & Agentic Protocols
Enterprise, Lending & Business Stack
Multi-channel onboarding, automated KYC, and AI-assisted credit decisioning.
Automate repayment schedules, NACH/UPI collections, restructuring, and ledger posting.
Recover faster with AI-prioritized queues, omnichannel nudges, and geo-tagged field apps.
Automate partner loan allocation, split disbursements, and daily escrow reconciliation.
Spot portfolio stress early with live cohort dashboards and AI early-warning signals.
Enforce RBI policy rules in every workflow with immutable audit trails and live returns.
In 30 minutes, we'll walk through your ERP workflows and show where Rewafin's conversational assistants, document automation and governed AI agents remove back-office bottlenecks.
