Scripts and APIs
Fast and reliable for known rules
- Follow rules someone wrote in advance
- Run when a known event fires
- Handle the cases you anticipated
- Return the data you asked for
Document Intelligence & AI Automations
AI automations for ERPNext that go beyond scripts.
Your scripts and APIs run the routine. Docvik adds an AI layer that watches your ERP data, spots what people miss, explains what changed, and acts only with your approval.
- Exception monitoring
- Sales intelligence
- Quotation follow-ups
- Procurement insights
- Management reports
- WhatsApp agent
Product preview · sample data
Monday briefing · sent to management on WhatsApp
4 need attention
Sales this month
₹4.2 Cr
8%Sales are down 8% on last month. Three large customers ordered less, and most of the drop sits in one product category. The rest of the range is stable.
Last 12 months · compared automatically
Needs attention
Quotation QTN-0412 open 18 days
Similar quotations usually convert in 7
Invoice INV-2841 rate is 14% higher
Compared with the last three purchases
15 customers overdue for a reorder
Usual cycle is 30 to 60 days
Supplier B quote is 9% above average
Against its own six-month history
AK
Aarav Kapoor approved 3 follow-ups
Sent 12s ago
Keep the scripts you have. Add a layer that can analyse your data.
Server scripts, client scripts, and APIs are the right tool for known rules. AI is for everything the rules do not cover: patterns, exceptions, and judgement calls that today depend on someone noticing.
Docvik AI
Built for what the rules miss
- Learn what normal looks like from your own history
- Notice what nobody thought to write a rule for
- Explain why a number moved, not just what it is
- Recommend the next action and start it with your approval
ERPNext AI automations
Intelligence for every part of your ERPNext.
Each one is scoped to your own ERP data, starting with the one that matters most. Every automation recommends first and acts only with approval from a person you choose.
Invoice and document intelligence
Goes beyond OCR to judge supplier documents, not just read them.
- Understands supplier invoices even when layouts change
- Identifies incorrect item mappings
- Detects quantity, rate, and discount discrepancies
- Compares invoice rates with previous purchase rates
- Detects unusual GST treatment
- Identifies duplicate invoices
- Compares invoice terms against the purchase order
- Highlights invoices that need human attention instead of simply entering them into ERPNext
Example output
Invoice INV-2841 needs review: the rate is 14% above the last three purchases of this item, and the GST rate differs from earlier invoices.
Procurement intelligence
Turns purchase history into buying decisions.
- Analyses historical purchase prices
- Identifies when a supplier's current quotation is unusually high
- Suggests the right supplier from historical rates, availability, and delivery performance
- Identifies frequently purchased items that should have negotiated rates
- Predicts items likely to be required from historical sales
- Identifies slow-moving and non-moving inventory
- Suggests purchase quantities from actual business patterns
Example output
12 items you buy every month have no negotiated rate. Supplier B has quoted 9% above its own six-month average on 4 of them.
Sales intelligence
Shows which customers need attention before they go quiet.
- Analyses customer purchase history and frequency of purchases
- Tracks previous, outstanding, and lost quotations
- Lists items that were quoted but never ordered
- Learns customer-wise product preferences
- Identifies dormant customers
- Spots customers whose normal purchasing pattern has changed
- Tells you proactively who to contact and why
Example output
15 customers who usually reorder this category every 30 to 60 days have not ordered in 75 days.
Quotation intelligence
Protects margin and speeds up follow-up.
- Analyses quotation history
- Compares quoted prices with historical selling prices
- Identifies unusual margins
- Suggests appropriate pricing bands
- Identifies items where margin is unnecessarily low
- Tracks quotation-to-order conversion
- Follows up quotations automatically
- Prioritises quotations that need human intervention
- Generates a daily quotation action list
Example output
This quotation has been open 18 days. Similar quotations to this customer usually convert within 7. Suggested action: call today.
ERP exception monitoring
A watchdog that speaks up before anyone thinks to ask.
- Unusual purchase rates
- Unusual selling rates
- Negative or abnormal stock
- Duplicate transactions
- Unusual discounts
- Margin anomalies
- Sudden changes in customer behaviour
- Supplier price increases
- Long-pending quotations
- Long-pending purchase orders
- Unexpected expense movements
- Data-entry anomalies
- Transactions that do not follow your normal pattern
Example output
3 sales invoices this week carry discounts above the usual range for these customers. 1 purchase order is 40 days past its expected delivery.
Ask your ERP
A smarter conversation layer for the chat tool your team already uses.
- Answers questions that need analysis, not just a stock lookup
- Predicts which items are likely to go out of stock in the next 30 days
- Shows customers who have not purchased their usual items recently
- Lists which quotations need follow-up today
- Explains why sales fell against the previous three months
- Finds unusual purchase rates entered in the last 15 days
- Works alongside a WhatsApp agent you already run
Example output
Ask: why did sales fall this month? Answer: down 8%, mostly from three customers whose orders dropped in one product category.
AI management reports
Reports that explain the numbers instead of only listing them.
- Interprets the underlying ERP data instead of only reporting numbers
- Explains what moved a number and which customers or categories drove it
- Daily and weekly briefings for the CEO and managers
- Highlights risks and opportunities in receivables and payables
- Compares against previous periods automatically
- Delivered on WhatsApp, email, or as a PDF
Example output
Sales are down 8%. Three large customers account for most of the drop, and one product category explains most of it. The rest of the range is stable.
Have a different question for your ERP?
If your team keeps asking the same question or checking the same thing, an automation can answer it for them. Tell us what you would want to know and we will scope it, usually starting with the one or two that save the most effort.
Workflow automations
The full automation catalog.
Every automation here runs directly on your ERPNext, scoped to your setup and your data.
Documents and data entry
Supplier, customer, and tender paperwork into ERPNext.
Purchase document OCR agent
Extracts item lines from purchase invoices, GRNs, and other purchase documents into ERPNext with minimal manual entry.
AP invoice agent
Validates GSTIN and HSN, three-way matches against PO and GRN, and posts to ERPNext.
PO intake agent
Reads customer purchase orders and creates matched sales orders.
Tender agent
Fills structured tender fields, key dates, and eligibility for review.
Email to ERPNext agent
Reads inbound order and invoice emails and routes them to the right automation.
Contract and KYC agent
Pulls key terms and fields from contracts and KYC packs into structured records.
Vendor onboarding agent
Checks and files KYC and compliance documents for new suppliers.
Finance and compliance
Collections, reconciliation, and statutory paperwork.
Collections agent
Tracks overdue invoices and sends payment reminders.
NOC tracker
Ageing, reminders, and escalation for certificates against sales orders.
Tally sync agent
Imports Tally sales vouchers into ERPNext invoices and flags exceptions.
Bank reconciliation agent
Parses bank statements and matches entries to ledger transactions.
GST reconciliation agent
Matches your purchase register against GSTR-2B and flags mismatches.
E-invoice and e-way bill agent
Generates and tracks e-invoices and e-way bills, and warns before they expire.
CFO dashboards and scheduled reports
Live receivables, cash flow, and margin dashboards, plus scheduled reports to management.
Sales, procurement, and manufacturing
From tender and quotation to materials and stock.
BOM agent
Drafts bills of materials from tender items, with confidence scoring on each match.
Quotation drafting agent
Turns an enquiry email into a draft quotation for approval.
Order update agent
Sends WhatsApp and email updates at every order, dispatch, and delivery event.
Supplier PO agent
Raises supplier purchase orders and routes them for approval.
Reorder agent
Watches stock levels and raises material requests at reorder points.
ERP setup and interfaces
The scripts, formats, and chat interfaces around ERPNext.
Letter agent
Generates letters from ERPNext data and sends them by email, WhatsApp, or PDF.
Party and GST agent
Fetches and validates GST details when new customers and suppliers are created, through a GST verification API.
Custom print formats
Modern print formats with your own layout and business logic for quotations, invoices, and delivery documents.
Notifications and workflows
Email, WhatsApp, and in-app notifications and approval workflows, built with server scripts, client scripts, and the Frappe API.
WhatsApp agent
A chat interface to ERPNext for sales queries, data retrieval, HR requests, management reports, and routine enquiries.
Master data cleanup agent
Finds duplicate parties and fixes item and HSN mapping.
Migration agent
Moves Tally or Excel history into ERPNext with validation along the way.
Recommends first. Acts with your approval.
Docvik sits beside what you have already built. Your scripts, print formats, and WhatsApp bot stay in place.
Step 1
Connects through the ERPNext API
Starts with read access to the ERPNext data you choose: items, customers, suppliers, quotations, invoices, stock, and payments.
Step 2
Learns what normal looks like
Builds patterns for prices, margins, buying cycles, and stock movement from your own history, not from generic benchmarks.
Step 3
Recommends with the reason attached
Findings arrive as a daily action list, a chat answer, or a report, each with the evidence behind it so a person can judge quickly.
Step 4
Acts only with your approval
Follow-ups, drafts, and alerts go out after a person you choose approves them. Nothing changes your data on its own.
Built for ERPNext
Works with the ERPNext you already run.
Automations read and write through ERPNext’s own API, webhooks, and server scripts, so results land where your team already works. It is made for distributors, traders, and manufacturers with large catalogues, many suppliers, and a steady flow of quotations.
REST API and webhooksServer scripts and custom DocTypesAlongside your existing WhatsApp bot
Running Tally alongside ERPNext? The Tally sync agent brings sales vouchers across and flags exceptions. On a different ERP? Talk to us about a connector.
What automations read from ERPNext
- Items and price lists
- Customers and suppliers
- Quotations and orders
- Purchase invoices and GRNs
- Stock movements
- Receivables and payables
Designed for how Indian businesses actually run.
Most AI tools were built for US workflows and bolted GST on later. Docvik was built in India for Indian finance, sales, and operations teams from day one.
GSTIN, HSN, PAN, IRN validation
Compliance checks are built in, not bolted on. Catch errors before they hit your books.
INR pricing, GST-compliant billing
Invoiced from a registered Indian entity. No FX friction, no cross-border surprises.
Data residency in India
Documents and extracted data stay in AWS Mumbai (ap-south-1). DPDP-aligned by default.
Regional language support
Extract from documents in Hindi, Tamil, Marathi, and more — vendor names and addresses included.
Your ERP data deserves enterprise-grade handling.
Tenant-isolated data
Every customer's data and results live in an isolated namespace. No cross-tenant access, ever.
AWS Mumbai infrastructure
Hosted on AWS ap-south-1 with encryption at rest and in transit. SOC 2 Type II in progress.
DPDP-ready by design
India's Digital Personal Data Protection Act baked into how we collect, process, and retain documents.
Plans that grow as you automate more.
Every plan runs directly on your ERPNext, drawing from the same catalog above. Starter covers workflow automations; Business and Intelligent add the intelligence automations, which need more setup on your own data. Move up a tier any time, no renegotiation, no lock-in.
| Feature | Starter ₹10,000/month Your first few workflow automations. | BusinessRecommended ₹25,000/month Adds document and sales intelligence. | Intelligent ₹50,000/month Full catalog, with monitoring and reconciliation. |
|---|---|---|---|
| Automations includedFrom the full catalog of 33 above | 3 | 8 | 15 |
| ERPNext workflow & notification setupApproval routing, alerts, custom scripts | 2 | 5 | 10 |
| Custom reports & dashboards | 1 | 3 | 5 |
| External integrationsPayment, logistics, marketplaces, etc. | Not included | 1 | 3 |
| Advanced document intelligenceLayout changes, discrepancies, duplicates | Not included | Included | Included |
| Sales & quotation intelligenceDormant customers, margins, follow-ups | Not included | Included | Included |
| Reconciliation & exception monitoringBank, GST, three-way match, the ERP watchdog | Not included | Not included | Included |
| Custom development scope | Limited | Moderate | Advanced |
| Support | Business hours | Priority | Priority + monitoring |
Prices are in INR, plus applicable GST. Need more than Intelligent? Talk to us about a custom plan.
Book a demoQuestions teams ask before automating ERPNext.
What is a Docvik automation or agent?
An agent is an automation that watches or handles one job in ERPNext, such as monitoring purchase rates or following up open quotations. It recommends first and acts only with approval from a person you choose.What can AI do that scripts and APIs cannot?
Scripts follow rules someone wrote in advance. AI can learn what normal looks like from your own history, notice patterns nobody wrote a rule for, such as a customer who has stopped buying a category, and explain why a number moved. It then recommends the next step for a person to approve.Do we have to replace our existing scripts or WhatsApp bot?
No. Docvik works beside them through ERPNext's API. Your scripts, print formats, and bots stay in place, and an automation can feed its findings into a bot you already use.Where is my data stored?
All customer documents, extracted fields, and PII are stored exclusively in your dedicated AWS Mumbai (ap-south-1) infrastructure. Nothing leaves your AWS tenancy in production. AI extraction runs on AWS Bedrock in Asia Pacific — data never leaves APAC.How much does Docvik cost?
Three monthly plans: Starter at ₹10,000, Business at ₹25,000, and Intelligent at ₹50,000. Each includes a set number of automations from the same catalog above, plus ERPNext workflow setup and custom reports. The intelligence automations, such as document, sales, and quotation intelligence, unlock on Business and above; reconciliation and exception monitoring unlock on Intelligent. See the full comparison above.Does Docvik work with ERPNext?
Yes. Docvik is built around ERPNext. Agents create and update records through ERPNext's API, for example draft Purchase Invoices from approved invoices and Sales Orders from customer purchase orders. Tell us your ERPNext version and modules and we will confirm the fit.
See all questions
Don’t see your question? hello@docvik.ai
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- We reply within one business day
- Or email hello@docvik.ai