Project Mode
AI-powered ERP for project-driven businesses: project workflows with governed automation, approvals, audit trails, and safe reruns across procurement and finance.
What Project Mode optimizes for
Procurement-to-payment traceability
Procurement must be auditable. Project Mode keeps RFQs, quotes, comparisons, POs, receipts, and payments linked as a single chain.
- ✓RFQs + vendor quotes
- ✓POs + GRNs
- ✓Payments with evidence
Approvals that don't break operations
Policies and approvals route decisions to owners without stalling execution. Exceptions become review queues with clear reasons.
- ✓Approval policies
- ✓Escalations
- ✓Audit logs
Agent assistance where it saves time
Use AI to extract, normalize, and prepare decisions - while keeping commitments approval-gated.
- ✓Quote extraction
- ✓Comparison packs
- ✓Draft-first workflows
Start with one workflow, then expand
Quote extraction as the entry point
Introduce AI in a controllable place: convert quote PDFs into structured drafts for review, then connect into comparison and PO workflows.
- ✓Deterministic-first
- ✓Explicit fallbacks
- ✓Evidence-first review
Safe reruns for real operations
Rerun safely when inputs change. Design retries and reprocessing to avoid duplicates and preserve audit history.
- ✓Idempotency patterns
- ✓Status history
- ✓Operator-friendly failure modes
Governance posture stays consistent
Project Mode uses the same runtime contract and governance model across agents and workflows.
- ✓ai_task_id traceability
- ✓Approvals for commitments
- ✓Fail-closed controls
Related
Follow the runtime and governance surface into specific product workflows.
FAQ
Clear answers for teams evaluating governance and runtime design.
Ready to run Project Mode with controls?
Start a 14-day trial. Deploy governed procurement workflows with approvals, audit trails, and safe reruns.
No credit card required. Cancel anytime.