Applications
elan1 Work: Agentic enterprise automation for ERP and CRM
Your ERP changes. Your books still hold.
AI agents that change your ERP and CRM only when your books still hold. The agent drafts it. A person you name commits it.
What are AI agents for ERP and CRM?
AI agents for ERP and CRM are software agents that make changes in business systems, such as invoice fields, credit limits or customer records, from a request in plain words. elan1 Work tries each change on a copy, checks that your ledger, stock, tax and audit trail still hold, and waits for a named person to commit it.
The problem
A correct change can still break the books.
An agent adds a discount field to invoices. It works. 3 weeks later the GST return won't file, because the e-invoice no longer matches the books. Nothing failed except the check nobody ran.
₹50,000–₹5,00,000
The penalty range under India's MCA audit-trail rule, which has required a log of every edit to your books since 1 April 2023.
Regulation: Companies (Accounts) Rules 2014, Rule 3(1)
How it works
From request to record, in 5 steps.
Step 01
Ask
Describe the change in your own words.
Step 02
Try
The agent builds it on a copy of your system.
Step 03
Check
Your ledger, stock, tax, access and audit trail are tested.
Step 04
Approve
A named person reads the result and says yes or no.
Step 05
Go live
Only the tested change goes live, with a record and a 30-day undo.
Ask
Your request
On a copy of your system
Try
The agent builds the change
Check
Checks built from your data
- Ledger
- Stock
- Tax
- Access
- Audit trail
In CRM: consent, discounts, merges.
Approve
A person you name
Go live
Your live system
The agent will never
- Make a payment
- Change bank details
- Post into a closed period
- Amend a filed return
What it does
Automation that checks your own books first.
01
Changes in plain words
Your finance head or CA describes the change. The agent turns it into a precise plan anyone can review.02
Checks built from your data
Every change is tried on a copy first. Does the trial balance still balance, does stock still reconcile, does GST still file? In CRM, the checks cover consent, discounts and merges.03
A named person commits
Changes wait for the person you name, in the console or by phone. The agent never holds the live keys.04
Undo for 30 days
Every change is recorded and can be reversed for 30 days. The reversal is checked too.
Systems
Starts on Frappe/ERPNext and Twenty CRM, with Zoho CRM next. SAP and Salesforce are on the roadmap.
- Frappe/ERPNext and Twenty CRM
- Zoho CRM
- SAP and Salesforce
The stage of each capability is in our claims register.
Through your CA
Your chartered accountant, on every change.
Your chartered accountant can review every change and its checks from their own console.
CA firms can bring elan1 Work and elan1 Govern to their clients, with a multi-client console and a defined role for the auditor.
- Every change and its checks, reviewable from the CA's own console
- A multi-client console for firms that serve many businesses
- A defined role for the auditor, and a record you can export at any time
In the platform
The work happens here. Govern decides.
elan1 Work sits in the applications layer. Every change it proposes passes through elan1 Govern and runs on elan1 Run. Work proposes; it never decides on its own.
- Layer
- Applications
- Platform
- elan1 Work: Agentic enterprise automation for ERP and CRM
Propose
Applications
Decide
Governanceelan1 GovernAllow · ask a person · refuseCarry
Runtimeelan1 RunIn your country, on your cloudIndustries and use cases
Where elan1 Work starts.
Manufacturing
Bill-of-materials, stock and payroll changes that keep valuation right.
Retail and distribution
Discount, credit-limit and master-data changes that stay e-invoice safe.
Banking and financial services
CRM changes to consent, pricing authority and record merges.
Also starting in healthcare and life sciences: purchase, inventory and HR workflows, changed without breaking the books.
Explore all industriesStatus
Where elan1 Work stands.
elan1 Work is pre-release. It has not shipped yet, and we are inviting design partners to shape it on one real process each. The claims register gives the stage of each capability on this page and says when each one becomes true.
4
things the agent will never do: make a payment, change bank details, post into a closed period, amend a filed return.
Product fact
30 days
to undo any change, with the undo checked too.
Product fact
8 years
that the audit trail of your books must be kept.
Regulation: Companies Act s.128(5)
31%
of tasks that AI agents finish correctly on a leading public benchmark.
Market: OSWorld 2.0
Which ERP and CRM systems does elan1 Work support?
Frappe/ERPNext and Twenty CRM first, with Zoho CRM next. SAP and Salesforce are on the roadmap, and we will announce dates when they are firm. Tally and Zoho Books can be read for migration, never written to. elan1 Work is pre-release and is being built with design partners.
Can an AI agent make payments in our ERP?
No. It will never make a payment, change bank details, post into a closed period or amend a filed return. The agent prepares e-invoices, and a person files them. These four limits are fixed product rules, not settings, so money movements stay with your own people.
Who approves the changes an AI agent makes?
A person you name, in the console or by phone. Your chartered accountant can review every change and its checks from their own console. Nothing goes live until that person says yes, and the record shows who approved it and when.
What does our auditor get?
A record of every change: what was asked, what was checked, who approved it and what went live. You can export it at any time, and it stays yours if you leave. Your audit trail survives us. Your chartered accountant can also review each change and its checks from their own console.
How does elan1 Work keep our books and GST filing correct?
Every change is tried on a copy of your system first. Checks built from your own data test whether the trial balance still balances, stock still reconciles and GST still files, and in CRM they cover consent, discounts and merges. Only a change that passes, and that a named person approves, goes live.
How does elan1 Work relate to India's MCA audit-trail rule?
Since 1 April 2023, India's Companies (Accounts) Rules have required a log of every edit to your books, and the Companies Act says it must be kept for 8 years. elan1 Work is designed so each change records what was asked, what was checked, who approved it and what went live.
Bring one change. We'll show you the checks.
Start with one process. Add the next when it holds.
Intelligence you can answer for.