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AI integration with your ERP and CRM. The systems you already run, wired together.

Webaroo connects the ERP, CRM, phone, payment, warehouse, and ticketing systems you already run, so an agent can read from one, write to another, and stop for a person when the action needs one. Nothing gets replaced.

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Ask Roo: Could an AI agent work with our ERP and CRM without replacing them?

IntegrationsOne record moves across the systems you already run, and stops for a person where you set an approval.
CRM / ERP / Approval / Warehouse
Routes to
FDE Pod (forward-deployed engineers), Workflow Agent, Document Intake
Checkpoints
First write / Production

Read and write. Only the systems one workflow touches.

Every write is logged with who approved it. Each agent gets its own login, and nothing you run today is replaced.

  1. Read and write, not read only

    An agent that can only look things up is a search box. The agents we build update the record: a job status in the ERP, a contact in the CRM, a ticket in the help desk. Every write is logged with who or what approved it.

  2. One workflow, the systems it touches

    An order moves from the CRM to the ERP to the warehouse. An invoice moves from the inbox to accounting to the approver. We wire the systems one workflow needs, not every system you own.

  3. An approval where you want one

    Reading is automatic. Every write starts behind a named approver, who sees what will change before it does. After a review period, you decide in writing which actions can run on their own and at what limit.

  4. Scoped credentials per agent

    Each agent gets its own login with only the permissions it needs. No shared admin accounts. Access is revoked in one place when a workflow retires.

  5. When there is no API

    Older systems export CSVs, send email attachments, or sit behind a desktop app. We build the connection: scheduled exports, inbox watchers, or a small internal tool that reads the database the vendor will not expose. Writes go through whatever path the vendor supports.

  6. Data that stays current

    An integration is only as good as the sync behind it. We set a refresh window for each system, alert when a feed misses it, and name one system as the owner of each field. A customer's address is kept in one system, not two.

Writes behind approvals.

The map comes before any code.

  1. Step 1

    Map the systems

    We list every system in the workflow, who owns it, what fields move between them, and where people re-key data today. You get a one-page map before any code is written.

  2. Step 2

    First writes, behind approvals

    Write paths go live beside your current process. Every write waits for a named approver. Your team reviews the log and tells us which actions can run without a person.

  3. Step 3

    Production with a log

    The integration runs on real data with the approval rules you set. Monitoring and stale-feed alerts are on from day one.

The checkpoints.

  1. First write

    The first record updated by an agent, approved by a person, logged end to end.

  2. Production

    Approval rules set, credentials scoped, alerts on. Inside a pod, the integration joins what we operate.

What usually goes wrong, and what we do.

UsuallyWith Webaroo
The integration reads from the ERP but a person still types the result back in.The agent writes the record. The person approves it when the action is above the threshold you set.
One admin login shared by every automation.Each agent has its own login with only the access it needs.
The vendor has no API, so the system is left out.We connect it with the file it already exports or the inbox it already sends to.
A sync breaks and nobody notices until a customer calls.A feed that misses its refresh window raises an alert, and the support and maintenance team picks it up.
The scope says integrate everything and the project never ends.We integrate one workflow end to end, then add the next one.

Where the work goes. The products this build runs through.

  • A dense pod seated inside your own company, wired to the systems it ships to.

    Your team / The pod / Production

    FDE Pod

    Engineers inside your business, building on the systems you run.

    Webaroo's FDE Pod is a pod of forward-deployed engineers who work inside your company and put AI to work on the systems you already run.

    See how a forward-deployed pod works
  • Steps run along one line. Approvals fork off to a person and come back.

    Received / Classified / Approval / Updated

    Workflow Agent

    One workflow, handled start to finish.

    Webaroo's Workflow Agent takes one workflow your team runs today.

    See Workflow Agent
  • A page read line by line. Three fields lift into one record, wait in review, then post.

    Invoice / Checked against the PO / Review queue / Posted

    Document Intake

    Invoices in. Approved records out.

    Document Intake is Webaroo's AI for invoice processing and document intake: it reads invoices, contracts, and forms, pulls the fields you need, checks them, and puts each record in a review queue.

    See Document Intake

Start with one workflow

The fastest way to wire six systems together is not to wire six systems together. Pick the workflow that costs the most re-keying today. Three common starting points: an order that touches the CRM, the ERP, and the warehouse; an invoice that touches the inbox, the accounting system, and the approver; or a support call that touches the phone system, the ticket queue, and the customer record. The industry pages name the workflows to start with in manufacturing, logistics, insurance, construction, banking and healthcare operations.

A Workflow Agent or Document Intake build integrates that one workflow. An FDE Pod takes on the full map, one workflow at a time, on a monthly fee.

What you get

  • A system map: every system, owner, field, and hand-off in the workflow.
  • Read connections to each system, reconciled against your screens.
  • Write paths behind approval rules you set per action.
  • Scoped credentials for each agent.
  • A log of every read and write, with the approver on every write that needed one.
  • Stale-feed alerts once the integration is in production.

How this fits the rest

An assessment finds the top 3 workflows with today's numbers. A build or pod ships the integration. Operate keeps it running once it is live. When the AI is a product your customers use, AI product development covers the path from plan to production.

What owners ask before the first call.

We connect ERP and accounting systems, CRMs, phone and SMS systems, payment processors, warehouse and inventory systems, and ticketing or help desk tools. If the system has an API we use it, and if it only exports files we build the connection around the export.

No. Webaroo connects the systems you already run so an agent can read from one and write to another. Replacing a system is a separate decision that Webaroo handles as modernization work.

Legacy system modernization

Not at first. Every write starts behind a named approver who sees the change before it is made. After a review period, you decide in writing which routine actions can run on their own and set the limit for each one.

A single-workflow build is a fixed fee for a defined scope, quoted on a call. There is no hourly billing.

Yes. The agents work on top of the ERP you already run: if it has an API we use it, and if it only exports files we build the connection around the export. Replacing it is a separate decision, handled as modernization work.

Bring the list of systems you run. A straight answer first.

The first paid step is your AI strategy, a 10-day AI readiness assessment: AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan.

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