The starting point
The problem behind the project.
Records live in the ERP, but answering everyday questions can still involve repeated exports, manual checks and spreadsheet assembly. Reporting also needs to respect who is allowed to see what.
ERPNext & AI automation
Less spreadsheet juggling. More useful answers.
Business questions deserve useful answers. I built reporting automation around ERPNext to make business records easier to work with, while keeping the ERP as the source of truth.
Explore the workflow
From business records to useful answers.
Click a step to explore the role it plays. The diagram illustrates the workflow using no customer records.
Start at the source
ERPNext holds the business records. The reporting integration reads authorized data without changing those source records.
Workflow illustration · No customer data
My contribution
Connecting the right pieces.
I designed and built the reporting automation, including a reporting cache, scoped access and refresh workflows. The integration reads from ERPNext and keeps reporting work separate from the authoritative business records.
The result
What changed.
A reusable reporting workflow that brings ERP records into reports and AI-assisted answers. Access scope and data freshness remain part of the process.
What matters in the work
The details worth getting right.
Read from the source
Keep ERPNext authoritative.
Respect access
Carry permission scope into reporting.
Check freshness
Know when the reporting data was refreshed.