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
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.
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
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
Aarav Kapoor approved 3 follow-ups
Sent 12s ago
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.
Scripts and APIs
Docvik AI
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.
Goes beyond OCR to judge supplier documents, not just read them.
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.
Turns purchase history into buying decisions.
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.
Shows which customers need attention before they go quiet.
Example output
15 customers who usually reorder this category every 30 to 60 days have not ordered in 75 days.
Protects margin and speeds up follow-up.
Example output
This quotation has been open 18 days. Similar quotations to this customer usually convert within 7. Suggested action: call today.
A watchdog that speaks up before anyone thinks to ask.
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.
A smarter conversation layer for the chat tool your team already uses.
Example output
Ask: why did sales fall this month? Answer: down 8%, mostly from three customers whose orders dropped in one product category.
Reports that explain the numbers instead of only listing them.
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.
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.
Every automation here runs directly on your ERPNext, scoped to your setup and your data.
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.
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.
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.
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.
Docvik sits beside what you have already built. Your scripts, print formats, and WhatsApp bot stay in place.
Starts with read access to the ERPNext data you choose: items, customers, suppliers, quotations, invoices, stock, and payments.
Builds patterns for prices, margins, buying cycles, and stock movement from your own history, not from generic benchmarks.
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.
Follow-ups, drafts, and alerts go out after a person you choose approves them. Nothing changes your data on its own.
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.
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
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.
Compliance checks are built in, not bolted on. Catch errors before they hit your books.
Invoiced from a registered Indian entity. No FX friction, no cross-border surprises.
Documents and extracted data stay in AWS Mumbai (ap-south-1). DPDP-aligned by default.
Extract from documents in Hindi, Tamil, Marathi, and more — vendor names and addresses included.
Every customer's data and results live in an isolated namespace. No cross-tenant access, ever.
Hosted on AWS ap-south-1 with encryption at rest and in transit. SOC 2 Type II in progress.
India's Digital Personal Data Protection Act baked into how we collect, process, and retain documents.
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 demoDon’t see your question? hello@docvik.ai
30 minutes on your real workflow. A founder maps which agents would save your team the most time. No slides, no sales reps.