Explore our AI Agents catalogue and unleash the power of Agentic AI

SARA AI agents for SAP Business One & SAP S/4 HANA represent just a glimpse of what’s possible. Each solution is purpose-built to transform critical areas of your business, boosting sales, optimizing financial performance, and driving greater operational efficiency.

01

General Workflow 
“Create my Agent” Agent

▸ Accelerates Agent Ideation.
▸ Ensures Design Consistency.
▸ Feeds Directly into Delivery. 

02

Sales & Order Management
Credit Decisioning with Sales Order

▸ Reduces Risk Exposure. 
▸ Accelerates Order Processing.
▸ Enforces Credit Policy. 
▸ Minimizes Manual Review Load.

03

Sales & Order Management
Available to Promise AI Agent

▸ Customer Confidence. 
▸ Reduced Order Exceptions. 
▸ Optimized Inventory Use.
▸ Seamless Workflow.
▸ Supports Multiple Warehouses. 

04

Sales & Order Management
Create Sales Order from Quote

▸ Accelerates Order Processing.
▸ Error-Free Fulfillment. 
▸ Improves Customer Experience. 

05

Sales & Order Management
Goods Receipt PO
from Packing Slip

▸ Automated packing slip processing.
▸ Validates PO item details directly within SAP B1.
▸ Reduces processing time by 2x. 
▸ Human-in-the-loop UI for efficient oversight.
▸ Supports high-volume warehouse operations.

06

Sales & Order Management
Email to Quotation to Order

▸ Automates the entire quote-to-order workflow.
▸ Reduces manual processing time by up to 80%.
▸ Converts approved replies into SAP sales orders.
▸ Validates product data and ensures accurate.

07

Sales & Order Management
Create an AR Invoice

▸ Reduces invoice creation time by up to 80%.
▸ Consolidates deliveries by ship-to address.
▸ Prevents billing errors with smart rounding. 
▸ Supports draft mode or live posting, with full SAP compliance.

08

Customer & Business Partner Management
Update Business Partner Activity

▸Reduces manual effort by up to 90% in updating BP activities.
▸ Minimizes errors by guiding users through standardized. 
▸ Allows field teams and support agents to focus more on customer. 

09

Customer & Business Partner Management, Sales & Order Management 
Business Partner Pricing Inquiry

▸ Retrieves live SAP pricing conditions without navigating pricing screens.
▸ Reduces response time to pricing inquiries by 90%.
▸ Eliminates quoting errors from outdated. 
▸ Enables quick customer responses.

10

Customer & Business Partner Management
Business Partner Ranking Assistant

▸ Ranks partners instantly by region, rep, or geography
▸ Reduces manual analysis time by 90%.
▸ Removes Excel dependency and SAP navigation.
▸ Helps sales and ops teams make faster decisions.

11

Customer & Business Partner Management
Update Business Partner Contact Details

▸ Save 90% of manual effort updating contact records.
▸ Maintain accurate BP email, phone, and contact data.
▸ Eliminate master data update requests from business teams.
▸ Improve communication, compliance, and CRM.

12

Procurement & Inventory Management
Update Manufacturer Code

▸ Automates catalog number updates for cleaner procurement data.
▸ Reduces time spent on manual code matching and entry.
▸ Validates all updates against SAP in real time.
▸ Improves downstream processes like purchasing and reporting.

13

Procurement & Inventory Management
Set Item master data to Inactive

▸ Launches SAP approval flows from natural prompts.
▸ Ensures compliance with SAP B1 approval templates.
▸ Reduces approval cycle time and follow-up overhead.
▸ Improves transparency with threaded status updates.

14

Customer & Business Partner Management, AI-Powered Assistance & Productivity
Activity Creation

▸ Reduces activity creation time by over 70%.
▸ Fully conversational, with guided prompts.
▸ Validates and maps fields directly to SAP with real-time checks.
▸ Works across languages, devices, and roles

15

AI-Powered Assistance & Productivity, Finance & Banking
Conversational Expense Recording

▸ Automates receipt scanning and draft invoice creation using SAP DOX.
▸ Reduces AP processing time and manual entry effort.
▸ Improves GL allocation accuracy and compliance.
▸ Enables mobile-friendly, conversational user experience.

16

Sales & Order Management, Procurement & Inventory Management
Product Availability Assistant

▸ Reduces SAP lookup time by over 75%.
▸ Works via chat, portal, or embedded widget.
▸ Auto-suggests alternative plants or SKUs if stock is low or unavailable.
▸ Ensures real-time availability using live SAP data.
▸ Eliminates manual errors and frees up expert SAP users.

17

Manufacturing & Plant Maintenance
Create Production Receipt

▸ Posts production receipts quickly using structured or shortcut prompts.
▸ Validates production order details and ensures transaction accuracy.
▸ Reduces warehouse admin time by 70%.
▸ Improves SAP data consistency and process traceability.

18

Customer & Business Partner Management
Business Partner Creation and Credit Check

▸ Automate onboarding and credit checks with up to 60% time savings.
▸ Eliminate duplicate entries with real-time SAP validation.
▸ Ensure complete, enriched master data from external registries.
▸ Reduce financial exposure through built-in credit risk evaluation.

19

Customer Service & Support
Customer Visit Reports

▸ Reduce time spent on visit reports by up to 80%.
▸ Standardize reporting across teams and geographies.
▸ Capture action items, follow-ups, and decisions automatically.
▸ Integrate seamlessly with SAP to track outcomes and commitments.

20

Sales & Order Management
Sales Order from Purchase Order

▸ Faster order processing with up to 70% time savings.
▸ 99% data accuracy through AI-powered validation.
▸ Seamless SAP B1 or S/4HANA integration.
▸ Scalable for high-volume operations.

21

AI-Powered Assistance & Productivity
FAQs – Ask Me Anything

▸ Eliminate up to 90% of routine HR, IT, and compliance inquiries.
▸ Provide instant, policy-aligned answers across teams and regions.
▸ Free up support desks and internal experts for high-value work.
▸ Ensure guidance is always consistent, traceable, and up to date.

22

Document & Information Management
Analyse and Compare Documents

▸ Instantly compare contracts, agreements, or policy documents.
▸ Summarize key changes in language, structure, and legal terms.
▸ Reduce manual review time by 90%.
▸ Improve accuracy and audit-readiness in document workflows.

23

Document & Information Management
Find My Documents and Information

▸ Instantly locate files across disconnected document systems.
▸ Save 90% of time spent searching for key information.
▸ Ask questions in natural language and get precise results.
▸ Improve compliance by ensuring access to current, approved documents.

24

Customer Service & Support
Service Desk Messages

▸ The AI Co-worker uses Prompt-Based Domain Models to convert proforma invoice data into Letter of Credit applications. It ensures compliance by automating credit balance verification, SWIFT documentation, and advisory processes, saving over 80% of employee time.

25

Sales & Order Management
Sales Order Management

▸ Automate the flow from quotation to delivery in SAP.
▸ Reduce manual entry time by up to 70%.
▸ Eliminate data duplication and entry errors across documents.
▸ Accelerate order fulfillment and customer responsiveness.

26

Document & Information Management
Get Invoices

▸ Retrieve SAP invoices instantly, without technical know-how.
▸ Eliminate interruptions and repetitive search requests.
▸ Reduce invoice retrieval time by 40%.
▸ Improve team responsiveness and operational flow.

27

Document & Information Management
Fetch Reports

▸ Consolidate reports from SAP, Excel, and third-party systems.
▸ Eliminate cross-team chasing and fragmented data pulls.
▸ Save 30% of time spent on reporting tasks.
▸ Deliver the right report every time—no digging required.

28

Manufacturing & Plant Maintenance
Plant Maintenance of Machinery

▸ Initiate maintenance requests using natural language.
▸ Cut setup time for maintenance tasks by 50%.
▸ Reduce reliance on SAP navigation or technical users.
▸ Increase task accuracy and scheduling compliance.

29

Manufacturing & Plant Maintenance
Bill of Material Creation

▸ Automatically generate BOMs using existing SAP data.
▸ Reduce creation time and manual entry by 60%.
▸ Eliminate structural errors and ensure compliance with templates.
▸ Improve collaboration between engineering, planning, and production.

30

Employee & HR Management
Update Employee Entitlements in SharePoint

▸ Automatically update entitlements in SharePoint lists or libraries.
▸ Save 70% of manual admin effort across HR and IT.
▸ Eliminate errors caused by outdated or incomplete updates.
▸ Maintain real-time visibility into employee benefits and access rights.

31

Employee & HR Management
Employee Management

▸ Automate updates to employee records and entitlements.
▸ Eliminate 70% of manual admin work in day-to-day HR.
▸ Improve data accuracy and reduce update delays.
▸ Free HR teams to focus on people, not processes.

32

Finance & Banking
Letter of Credit Amendments or Creation

▸ Automate LC creation, amendment, and cancellation from source documents.
▸ Ensure SWIFT and trade compliance with built-in controls.
▸ Reduce manual LC processing time by 80%.
▸ Improve turnaround time and visibility for all stakeholders.

33

General Workflow
Request for Approval Process

▸ Initiate and route approval requests directly from SAP workflows.
▸ Eliminate manual follow-ups and email-based tracking.
▸ Reduce approval processing time by 50%.
▸ Maintain a complete audit trail for financial governance.

34

Customer Service & Support
Service Call Route Optimization

▸ Optimize service call assignments based on location and urgency.
▸ Reduce average travel time and downtime by 70%.
▸ Increase technician utilization without increasing workload.
▸ Improve customer SLAs with faster response and resolution times.

35

Customer Service & Support
Service Call Creation

▸ Cuts service call creation time by up to 80%.
▸ Auto-validates contracts, customers, and product details in SAP.
▸ Streamlines multi-channel intake (email, web, chat, voice).
▸ Instantly assigns consultants and notifies all parties

36

Customer Service & Support
Get Customer Information

▸ Instantly retrieve complete customer profiles across systems.
▸ Save 60% of time spent searching and switching between tools.
▸ Improve accuracy and decision-making with up-to-date data.
▸ Empower sales and service teams with unified customer insight.

37

Customer Service & Support
Call Recording to Service Call

▸ Automatically convert call recordings into actionable SAP Service Calls.
▸ Reduce manual follow-up effort by over 60%.
▸ Improve service response time and SLA adherence.
▸ Ensure all service interactions are logged, structured, and traceable.

38

Finance & Banking
Goods Receipt to Accounts Payable Invoice

▸ Cut invoice matching time by 75%.
▸ Auto-validate price, quantity, tax, and delivery details.
▸ Instantly post clean AP invoices into SAP with source files attached.
▸ Manage exceptions within tolerance rules—no compliance compromises.

39

Finance & Banking
Letters of Credit for Corporate Banking

▸ Auto-generate Letters of Credit from invoice and sales contract data.
▸ Eliminate manual coordination between departments and banks.
▸ Ensure regulatory compliance with SWIFT-ready documentation.
▸ Cut LC preparation time by 80% across finance and trade teams.

40

Procurement & Inventory Management
Minimum Inventory Optimization - Manufacturing

▸ Cut 90% of manual effort in inventory planning and reviews.
▸ Avoid stockouts that delay production or require emergency sourcing.
▸ Reduce excess inventory and associated carrying costs.
▸ Adapt dynamically to changing production demands and material lead times.

41

Manufacturing & Plant Maintenance
Plant and Machinery Maintenance Service Requests

▸ Capture maintenance issues in real time—no forms, no delays.
▸ Trigger SAP service requests with part checks and engineer assignments.
▸ Reduce unplanned downtime and manual coordination.
▸ Save 80% of admin time spent on request handling and follow-ups.

42

Finance & Banking
Bank Reconciliation & Statement Processing

▸ Automate reconciliation across banks, regions, and formats.
▸ Identify and resolve mismatches without manual effort.
▸ Achieve 90% time savings in reconciliation workflows.
▸ Improve accuracy, compliance, and financial close speed.

43

Sales & Order Management
Add Return

▸ Log returns and update SAP inventory in one step.
▸ Reduce manual reconciliation and warehouse backlog.
▸ Improve visibility across return-related stock movements.
▸ Save 50% of admin time in reverse logistics processes.

44

Sales & Order Management
Add Credit Note

▸ Automate credit note generation from approved returns or billing changes.
▸ Ensure compliance with internal policies and audit requirements.
▸ Cut manual processing effort by 50%.
▸ Reduce turnaround time for customer credits.

45

Sales & Order Management
Add Invoice

▸ Automatically create SAP invoices from orders or deliveries.
▸ Eliminate mismatches and manual corrections.
▸ Reduce billing effort by 60%.
▸ Accelerate invoice processing and revenue recognition.

46

Sales & Order Management
Call Recording to Customer Order

▸ Automatically convert voice orders into accurate SAP entries.
▸ Eliminate manual transcription and follow-up.
▸ Reduce processing time by 80%.
▸ Improve order accuracy and response speed.

47

Sales & Order Management
Create Quotation

▸ 50-60% Time Saved vs. manual quote generation.
▸ Faster customer response with accurate, branded quotations.
▸ Reduction in errors and admin overhead.

48

Sales & Order Management
Customer Email to Sales Order

▸ Cut email-to-order processing time by 80%.
▸ Remove data entry errors and order delays.
▸ Handle high order volumes without adding headcount.
▸ Works directly with SAP—no manual uploads or middleware.

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