Data Alchemy — Software IDP con AI
ERP Integration

Native ERP integration: from documents to your ERP, with zero data entry

Data Alchemy is ERP integration software that connects natively with the leading ERP systems used by Italian businesses — SAP, Zucchetti and TeamSystem — and automatically writes the data extracted from invoices, delivery notes (DDT), orders and contracts straight into your ERP, with no manual data entry. Documents arrive by email, the AI reads and validates them, and structured data lands in your ERP; with Claude Sonnet or higher, reading takes on average around 12 seconds for a one-page document and around 18 seconds for two pages.

ERP integration is a native part of the Data Alchemy Intelligent Document Processing (IDP) platform.

What ERP integration means for document processing

ERP integration connects the Intelligent Document Processing platform to your ERP, removing the manual hand-off of data between documents and your business system. The AI agent, installed at your premises, connects to Data Alchemy over websocket and APIs and writes into your ERP on the destination configured from a graphical interface: a database, CSV, JSON or TXT files, or APIs. Data Alchemy captures the document, extracts the relevant fields (number, date, taxable amount, VAT, order lines, item codes), checks them against ERP master data and posts them directly into accounting, inventory or the order cycle. The result is a fully automated document flow, from receipt to posting.

~12 sPer 1-page document (Claude Sonnet)
99.8%accuracy of data written to the ERP, with Claude
2–5 daysintegration with the AI agent, without custom integrations
0manual data entry
Native integration

Native integration: what it means with Data Alchemy

Calling an integration "native" means Data Alchemy works with the interfaces your ERP already has, without changing its code. The AI agent is installed at your premises: it connects to Data Alchemy over websocket and APIs and writes into your ERP via a database, CSV, JSON or TXT files, or APIs, in both directions. Your ERP credentials stay in the agent, in your perimeter.

Your ERP's own interfaces

From a graphical interface you configure the destination your ERP supports — a database, CSV, JSON or TXT files, or APIs — without changing ERP or modifying its code.

One component, both directions

The same agent makes your ERP's master data and orders available to Data Alchemy and posts the data extracted from documents back into it, including orders with header and lines: a single integration point, installed at your premises.

Validation against live master data

With external fields and remote validation (Business and Enterprise licences), the platform checks the extracted fields against your ERP's master data and orders before posting.

Integration modes

The four integration modes: REST API, AI agent, Salesforce and Mail service

Each mode has a specific job and they can be combined: the Mail service captures documents from your mailboxes, the AI agent posts the extracted data into your ERP, the Salesforce connector creates draft orders in the CRM and the REST API is for teams building extraction into their own software.

REST API + webhooks

Licence
  • Basic: included
  • Business: included
  • Enterprise: included
Who it's for
Developers and system integrators building extraction into their own software.
What it does
You send documents over HTTPS and receive structured, validated JSON; a signed webhook tells you when processing has finished.
Channels and formats
  • REST API /v1 with a Bearer API key
  • Input: PDF, images, XML
  • Output: JSON
  • document.processed webhooks signed with HMAC SHA-256

AI agent

Licence
  • Business: separately quoted add-on
  • Enterprise: included
Who it's for
Anyone who wants to connect Data Alchemy to their ERP or CRM.
What it does
Installed at your premises, it connects to Data Alchemy over websocket and APIs: it makes your ERP data available for the checks and posts the extracted data into it, including orders with header and lines.
Channels and formats
  • Destinations configured from a graphical interface: database, CSV/JSON/TXT files, APIs
  • ERP credentials kept in your perimeter
  • Integration in 2–5 working days without custom integrations

Native Salesforce connector

Licence
  • Enterprise: included
Who it's for
Teams that manage sales orders in Salesforce.
What it does
With Order Dispatcher, orders read by the AI land in Salesforce as drafts, already filled in and with the original PDF attached.
Channels and formats
  • Official Salesforce APIs
  • Server-to-server OAuth
  • Draft orders with the PDF attached

Mail service

Licence
  • Business: included
  • Enterprise: included
Who it's for
Teams that receive invoices, delivery notes and orders in business mailboxes.
What it does
Installed at your premises, it manages multiple mailboxes and sends Data Alchemy only the emails that match a model.
Channels and formats
  • Business mailboxes
  • Configured from a graphical interface
  • Emails and credentials kept in your perimeter

The REST API and webhooks are included in every licence. The Basic licence, and therefore the Demo that is its free trial, does not include the AI agent, the Mail service or the Salesforce connector: on Basic, ERP integration goes through the REST API.

Process

How ERP integration with AI document processing works

Data Alchemy's ERP integration software follows four steps.

  1. 1

    Capture

    documents arrive automatically by email, through the Mail service installed at your premises (Business and Enterprise licences), or via API.

  2. 2

    Extraction

    a dedicated LLM per document type reads the invoice, delivery note (DDT), order or contract and extracts every field — number, date, taxable amount, VAT, order lines and item codes.

  3. 3

    Validation

    each field is checked in real time against your ERP master data and open orders, with 3-way matching across order, delivery note and invoice.

  4. 4

    Posting

    structured data is written directly into SAP, Zucchetti, TeamSystem, Microsoft Dynamics or Oracle NetSuite, with 99.8% accuracy measured with Claude, in compliance with the GDPR; with Claude Sonnet or higher, reading takes on average around 12 seconds for a one-page document and around 18 seconds for two pages. With Data Alchemy AI and the European providers, processing stays in Europe; with Claude and GPT, documents are processed by the respective providers under a DPA.

Supported ERPs

Native integration with the leading Italian ERPs

Dedicated pages for the most common ERPs in Italian SMEs. For these and for any other system, the connection goes through the AI agent installed at your premises (destination: a database, CSV, JSON or TXT files, or APIs) or through the REST API with webhooks, if you build the integration yourself.

Using Salesforce as your CRM? The native Salesforce integration is included in the Enterprise licence: orders read by the AI land as drafts in your CRM, already filled in and with the original PDF attached. Salesforce has a native connector; other CRMs connect through the AI agent (an add-on with the Business licence, included in Enterprise) or through the REST API and webhooks, included in every licence.

Checks against your ERP

External fields and remote validation: AI-read data verified against your ERP

The integration does more than write into your ERP: before posting, Data Alchemy can query the ERP to verify and complete the data extracted by the AI. Both features are included in the Business and Enterprise licences.

Included in the Business and Enterprise licences

External fields

External fields verify AI-read data against external services, for example your ERP through the AI agent or via API: the extracted value is compared with the one in your management system before moving on.

Example: delivery note and purchase order

When it reads a delivery note that quotes the purchase order reference, Data Alchemy queries the customer's ERP (through the AI agent or via API), retrieves the order contents and checks item code, quantity and the other fields line by line: the data read by the AI is consistent with the data in the ERP.

How external fields work

Remote validation

Remote validation connects a third-party source such as your ERP to validate extracted data: it checks item codes and retrieves information that is not on the document.

Example: customer code

From the company name or VAT number read on the document, remote validation queries the ERP, through the AI agent or via API, and retrieves the matching customer code, so the record enters your ERP already linked to the right master-data entry.

How remote validation works
Enterprise licence

Order Dispatcher: draft orders in your CRM

The Enterprise licence also includes Order Dispatcher, which turns the order read by the AI into a draft order in your CRM, already filled in and with the original PDF attached: it recognises the customer and delivery location, applies commercial terms from master data and matches products by code or EAN. Today the native connector is Salesforce; the connector architecture is designed to extend to other management systems.

Discover Order Dispatcher
Benefits

Why integrate document AI with your ERP

Zero manual data entry

Data moves from documents to the ERP with no re-keying: no more typing errors or hours lost in accounting and logistics.

Data validated before posting

Every field is checked against ERP master data and open orders, flagging anomalies before they reach accounting.

Faster closing times

Automatic posting speeds up payables, reconciliations and period-end closing, freeing the team from repetitive work.

Full traceability

Every document stays linked to its ERP record with the extracted metadata, for a searchable, auditable digital archive.

By department

ERP integration at the service of every department

The same integration flow feeds administration, logistics and sales processes.

Administration and accounting

Supplier invoices, credit notes and bank statements posted automatically with 3-way matching.

Learn more

Logistics and warehouse

Delivery notes and transport documents matched to open orders, with real-time stock updates.

Learn more

Sales

Customer orders, quotes and price lists captured from any channel and written to the ERP with no re-keying.

Learn more

Work in transport and distribution? Explore the IDP platforms for logistics integration.

If you connect your ERP yourself through the REST API, start from what a webhook is and how it works: the signed webhook tells you when processing has finished, with no polling.

FAQ

Frequently asked questions about ERP integration

Data Alchemy writes extracted data into SAP (Business One and S/4HANA), Zucchetti (Ad Hoc, Infinity, Mago), TeamSystem (Enterprise, Gamma, Alyante), Microsoft Dynamics 365 Business Central, Oracle NetSuite, AS400 (IBM i) and any other ERP, through the AI agent installed at your premises (destination: a database, CSV, JSON or TXT files, or APIs) or through the REST API and webhooks if you build the integration yourself. On the CRM side, the native Salesforce connector with Order Dispatcher is included in the Enterprise licence; other CRMs connect through the AI agent or the REST API and webhooks.
With the AI agent, integration takes 2–5 working days without custom integrations: the agent is installed at your premises and the destination (a database, CSV, JSON or TXT files, or APIs) is configured from a graphical interface. Customisations beyond the standard configuration require an estimate. No development is required on the existing system.
No. Data Alchemy writes data through the interfaces your ERP already offers (a database, CSV, JSON or TXT files, or APIs, through the AI agent installed at your premises), without modifying the ERP's code or configuration. Your ERP credentials stay in the agent, in your perimeter. The process is non-invasive and reversible.
Yes. Before writing, every document is validated against the ERP's master data and open orders, with 3-way matching across order, delivery note and invoice. Anomalies are flagged for manual review.
Yes. You choose the licence that fits your needs — Basic, Business or Enterprise — and buy pay-as-you-go credits, with 1 credit = 1 document whatever the number of pages: online with Basic, in annual quantities with Business and Enterprise. The Business licence adds the Mail service, external fields and remote validation, with the AI agent as a separately quoted add-on; the Enterprise licence adds the native Salesforce integration, the Order Dispatcher module and the AI agent included. You can start with the Demo (a trial Basic licence), and quotes are on request: licence details are on the pricing page.
Native integration is a direct link between Data Alchemy and your ERP through the interfaces your ERP already offers: the AI agent, installed at your premises, writes to a database, CSV, JSON or TXT files, or APIs, without modifying the ERP's code. For Salesforce there is a native connector, with Order Dispatcher (Enterprise licence). It means data checked against your ERP master data before posting, and no manual data entry.

Want to integrate document AI with your ERP?

Contact us to plan a call with a demo on your own documents: we analyse your ERP, show live AI extraction on your documents and define the integration method that fits best.