Business Brain

An ERP that acts,
not just answers.

Rodesk.ai isn't a chat window bolted onto an ERP. It's an operational brain: it remembers, it understands how your company's data connects, it notices on its own when something breaks, and it carries processes end to end — through the same 199 actions your people and your API use.

CRM · Sales · Stock · Warehouses · Purchasing · Invoicing · Treasury · Online store · e-Invoicing

199actions in the registry
26reports with export
12proactive signals
5specialised agents
7export adapters

What Business Brain means

Six faculties that turn an ERP into a brain

An assistant that only searches your data is still just a search engine. To be useful it needs memory, a map of how things connect, senses, judgement, reflexes — and hands. Rodesk.ai has all six, built deterministically wherever a mistake costs real money.

Memory

Long-term facts about every customer, supplier and product — plus company-wide context. Conversations persist, so you never explain the same thing twice.

memory.remember · recall · pin

Knowledge graph

Every entity gets a 360° view: everything it touches across the ERP — orders, invoices, stock, documents, conversations, signals, version history. One source of truth, and you can walk it.

graph.card · /fisa/[type]/[id]

Proactive signals

12 deterministic detectors watching your data continuously: overdue invoices, stock below minimum, stalled orders, unreconciled bank lines, warranties about to expire. Each one arrives with its fix one click away.

no hallucinations — rules, not guesses

Execution

199 typed actions — issue the invoice, confirm the order, move stock, register the payment. The same surface serves the UI, the AI and the API: there is no category of "things only a human can do here".

one registry, validated, audited

Judgement

Revenue forecasting with a confidence interval, churn risk on an RFM model, anomaly detection, and explainable scores for leads and opportunities — with the contributing factors shown.

explainable, not "because the model said so"

Reflexes

"When X happens, do Y" automations over those same actions. By default they propose and wait for a human; they only run unattended when you say so explicitly. Loop guard included, and the source is marked in the audit trail.

they run as their author, never with system privileges

How it works

From a fact in your data to an action with an audit trail

NoticesDetectors sweep the data and raise only what breaks a rule — thresholds, not impressions.
UnderstandsThe graph ties the signal to its customer, order, stock and history; memory adds what happened before.
ProposesYou get a concrete action, pre-filled with real data — not generic advice.
ExecutesOnce approved, it runs through the registry: validation, role permissions, transaction.
Leaves a trailFull audit and per-entity versions: who, what, when, and from which source — human, AI or automation.

Features

Everything Rodesk.ai does today

The ERP foundation is complete and in production. What follows is the real inventory, not a list of intentions.

Intelligence

  • An assistant that executes — tell it "issue the invoice for order 412" and it does, instead of explaining where to click
  • 5 specialised agents — Generalist, Sales, Purchasing, Warehouse, Finance; their tools are cut to the profile and to your role
  • Long-term memory — facts per customer, supplier, product and company; explicit pinning and forgetting
  • Persistent conversations with full history
  • 12 proactive signals with a suggested action and per-signal muting
  • Explainable scores for leads and opportunities, with factors and a recommendation
  • Revenue forecasting by regression, excluding the partial month, with a confidence interval
  • Churn risk (RFM) and anomaly detection on month-over-month movement
  • Automations triggered by actions or signals, human-approved by default

CRM & Sales

  • Customers, contacts, leads, opportunities, activities — with lead → customer conversion
  • Pipeline by stage and portfolio by segment
  • Quotes: issue, send, decision, conversion into an order
  • Orders: confirmation, fulfilment with stock release, invoicing, cancellation
  • Price lists per customer, with automatic price resolution
  • Sales agent on the invoice + a performance report per agent
  • ANAF company lookup by tax ID — official registry data fills itself in when you create a customer
  • Customer equipment and sites — for service work and warranties
  • Tasks and calendar tied directly to a customer or opportunity

Online store

  • Catalogue with categories, definable attributes and product variants
  • Public storefront per company, with its own address and branding
  • Promotions with a usage cap enforced atomically — it cannot be overrun by a race
  • Product images and selective publishing from the ERP catalogue
  • Online orders end to end: intake, payment, fulfilment, shipping, completion, cancellation, invoicing
  • Card payments via Stripe, with a signature-verified webhook
  • Vouchers — cryptographically generated codes, atomic redemption (impossible to spend twice)
  • Shared stock with the ERP: an online sale draws down the same warehouse

Products, Stock & Warehouses

  • Product catalogue with minimum thresholds, reservations and true availability
  • Stock by warehouse and location, with recomputation and a movement journal filterable by product, warehouse, type and period
  • Full transaction set: receipt, delivery, internal consumption, inter-warehouse transfer, adjustment
  • Stock counts: open, record, apply, cancel
  • WMS: warehouses, locations, layout, putaway suggestions
  • Warehouse tasks: create, assign, start, complete, cancel
  • Valuation method — quantitative-value or global-value, per warehouse
  • Stock held by third parties — warehouses with a custodian, tracked separately

Purchasing

  • Suppliers with tax details and accounting codes
  • Purchase orders: create, confirm, receive, cancel
  • Goods receipts: schedule, create, receive, review, reject
  • Supplier invoices and payments, with the balance tracked
  • Returns to supplier, with the matching stock decrease
  • Expenses by category, from gross or from net
  • Import of received invoices straight from the Romanian tax portal

Invoicing & Treasury

  • Every document type: tax invoice, credit note, proforma, delivery note, receipt — each with its own numbering series
  • Payments received and their reversal, with the remaining balance computed one way everywhere
  • Recurring documents — weekly, monthly, quarterly, yearly — generated on schedule, with missed cycles caught up
  • Treasury: accounts, money in, money out, transfers, balances
  • Bank statement import and reconciliation against documents
  • PSD2 open banking via GoCardless — connect a bank and sync transactions
  • Expenses, output and input VAT, and cash flow by month

Documents

  • A digital file with immutable versions, stored by SHA-256 fingerprint
  • LLM data extraction — for an incoming invoice it proposes the entry with the supplier matched by tax ID; it never posts on its own
  • Version comparison — differences by line and across the extracted fields
  • Internal HMAC seal plus verification that catches an altered file or a forged signature
  • Full-text search with diacritics folded — "factura" also finds "factură"
  • Linking to any entity, surfaced in the 360° view

Communication & Calendar

  • One unified log — phone, email, WhatsApp, Slack, Teams, SMS, meetings; with direction, contact, duration and links to entities
  • LLM summaries: the gist, the action points, the tone, and when to follow up
  • Deduplication on external reference — the same conversation never lands twice
  • Native calendar with overlap detection, completion and cancellation
  • Signed ICS feed that Google, Outlook or Apple Calendar can subscribe to
  • CRM tasks shown alongside, without duplication

Romanian compliance

e-Invoicing that passes validation, not that "should" pass

Generated invoices are UBL 2.1 / CIUS-RO and have been put through the official ANAF validator, offline, on real scenarios — not just the easy case.

Invoice & credit note RON & foreign currency (EUR) Romanian & English All counties & Bucharest sectors Line-level discount Freight & ancillary charges Prepayment Deposit-return packaging Reverse charge Intra-community & export Simplified invoice
  • Tax portal (SPV) — submission, status tracking, sync, and import of received invoices
  • e-Transport — schema v2 XML declaration and a transport report
  • SAGA accounting export — sales invoices, item master, stock movements
  • CSV journals — sales, purchases, treasury
  • Tax ID validation with checksum, and VAT regimes including cash accounting
  • Ledger accounts per product, warehouse and partner — ready for your accountant
official ANAF validator — offline run
standard invoice, 21% VATno errors
credit note (FCN)no errors
EUR currency + RON rateno errors
line-level discountno errors
freight as ancillary chargeno errors
prepaymentno errors
deposit-return packagingno errors
exemption with creditno errors
reverse chargeno errors
simplified invoiceno errors
Bucharest, sectors 1–6no errors
all 41 countiesno errors

The offline validator checks the schema and the CIUS-RO rules. Foreign VAT numbers are confirmed at submission, through VIES — that part belongs to ANAF, not to us.

Reports

26 reports, every one exportable to CSV

Run against live data, not a warehouse that refreshes overnight.

Finance 7

  • Customer balance by age
  • Overdue invoices
  • Unpaid invoices
  • Collections by month
  • Supplier balance by age
  • Cash flow by month
  • VAT report (output − input)

Sales 7

  • Monthly invoicing
  • Top customers by revenue
  • Sales by product
  • Profit by product
  • Documents sold below cost
  • Sales by agent
  • Expenses by category

Stock 10

  • Stock on hand
  • Stock balance sheet
  • Stock value by warehouse
  • Products below minimum
  • Stock ageing analysis
  • Stock turnover analysis
  • Stock movements
  • Daily warehouse activity
  • Documents without a stock release
  • Stock held by third parties

CRM 2

  • Pipeline by stage
  • Portfolio by segment

Executive dashboard

  • Cash, sales, liabilities and stock — live, on the first page
  • A 360° view for any entity

Platform

Open by construction — not through a module sold separately

The action registry is the API

The same 199 actions, documented with JSON schemas at GET /api/actions. Whatever the UI can do, your integration can do — no parallel endpoints drifting out of date.

Security

Multi-tenant with row-level isolation, roles and per-action permissions, scoped API keys, a full audit trail and per-entity version history.

Signed webhooks

Outgoing events signed with HMAC-SHA256, with retries and a delivery log. The destination address is checked at connection time against DNS rebinding attacks.

The Rodesk ecosystem

Rodesk.ai talks to Rodesk.io (field service) over MCP: customers, sites and equipment stay in sync, with contextual links between the two apps.

Export without traps

7 adapters: SAGA (invoices, items, movements), CSV journals for sales, purchases and treasury, plus UBL for e-Invoicing. Your data leaves whenever you want, in formats your accountant recognises.

Complete history

Every change carries an author, a timestamp and a source — human, AI or automation. You can always reconstruct how a document reached the state it's in.

What's next

What isn't ready yet — said plainly

The rest of the application is delivered and in production. These are the pieces still being built.

In progress

Communication connectors

WhatsApp Business, Slack, Teams and VoIP telephony with call recording and transcription. The unified log is already built to receive them — what's left is the adapters and the provider accounts.

In progress

Live e-Transport filing

The XML declaration is generated and valid. Actually filing it to obtain the UIT code depends on tax portal credentials, exactly as e-Invoice submission does.

In progress

Dedicated screens

Vouchers, expenses, recurring documents and e-Transport work today through the action registry and the assistant. They're getting their own screens too.

Your company's brain, not one more open tab

Come in, connect your data and ask it for the first action. It learns the rest as it goes.

Open the app →