ERP SoftCo Brings AI Finance Agents to Real Customers
ERP SoftCo's Matt Wright built Teamwork projects that generate board packs, run month-end checks, and analyse payments — shown to ~100 customers. Consistent "wow" reactions. Learn more →
This week's review opened with a field report that set the bar high — real customers, real reactions, and AI-generated board packs that would have taken a human half a day to write.
ERP SoftCo's Matt Wright built Teamwork projects that generate board packs, run month-end checks, and analyse payments — shown to ~100 customers. Consistent "wow" reactions. Learn more →
From a Teamwork chat, list workflows, start runs, check status, and create new ones — all via prompts. Core taking shape; some API wiring still in progress. Learn more →
In pre-prod: Navigator finds and opens any MFE without a dedicated agent. Ask by name — it opens the right screen with parameters pre-filled. No agent configuration needed. Learn more →
AI usage data lands in Azure Data Explorer. A new MCP lets you query cost, failure rate, and response times in natural language. Hitting pre-prod next week. Learn more →
Board dashboard (completion rate, workload, priorities — PDF export), feed notifications for assignments and due dates, CSV/JSON task export, and hide boards — all in pre-prod. Learn more →
Two updates to Evo Builder: presence tracking shows who's in a shared project, and shared users now have Ask Mode — not just a preview. Agent mode is coming next. Learn more →
In pre-prod: configure suggested prompts per application role in Agent Builder. Set different prompts for admins vs users — no more surfacing irrelevant actions. Learn more →
Three mobile updates in pre-prod: universal links open the app to the right screen; a views ribbon toggles between views; a What's New button shows recent MFEs. Learn more →
Folder management coming to Evo Collaborate: up to 10 levels of nesting, breadcrumb navigation, and safe delete warnings. Currently being built in pre-prod. Learn more →
A non-developer built a flow that pulls Salesforce data weekly, formats a report, and emails it — replacing a Power BI report. First in a real-world enablement series. Learn more →