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Cogio

AI integration · SAP Business One

Your SAP Business One, with AI that stays with you

AI agents that prepare the work in SAP Business One: supplier invoices, sales orders, dunning and reconciliations. The model runs on a server that stays inside the company.

Let’s talk about your project
  • No migration
  • Data stays with you
  • Human approval

Use cases

The agents go through the Service Layer, SAP Business One’s OData-compliant REST API, with a user whose authorizations are limited. What is available depends on your release and your database (SAP HANA or Microsoft SQL Server).

  • Supplier invoices

    The vendor’s PDF becomes a draft A/P invoice, matched to the purchase order and the goods receipt. Variances are flagged before anyone adds it.

  • Sales orders

    An order received by email or as a PDF is read and prepared as a draft with the items, prices and delivery dates recorded in SAP Business One.

  • Dunning and receivables

    The agent spots overdue invoices, drafts follow-up emails in the company’s tone and hands them to the person in charge.

  • Questions in plain language

    “Which customers went over their credit limit this month?” The agent queries SAP Business One and answers with the amounts, sources included.

Further reading

Confidentiality

SAP Business One runs on your servers or with a partner who hosts it. Either way, sovereign AI processes your data without handing it to an outside AI service.

Trust centre

  • 100% sovereign AI

    The model runs on a server inside the company or with a Canadian-owned host. No ERP data is handed to an outside AI service.

  • Limited rights

    The agent’s user is bounded by SAP Business One authorizations. It prepares drafts and never adds or pays anything itself.

  • Everything is logged

    Every read and every write by the agent leaves a trace, both in the ERP’s history and in the agent’s own log.

  • Reversible

    Open models and documented configurations: if you stop working with us, your agents and your ERP keep running.

Case studies

Welders at Les Industries Romy assembling a steel structure in the Granby shop

Metal fabrication

Les Industries Romy

More than 85% of administrative work eliminated: drawings, estimates and quotes, accounting data entry, invoicing, sending email, and the consolidation of accounting and project data, with more to come. A person still approves anything that commits the company.

+70%increase in sales since going live, in May 2026, according to management

-88%of the time spent on the targeted tasks: from 172 to 19.8 hours a week, according to management

Robin Langlois, owner of Les Industries Romy, is also a co-founder of Cogio.

Read the case study

How we work

  1. First step

    Discovery call

    Confirm that your need lends itself to a sovereign solution, and set the boundaries of what comes next.

    Deliverable: An expert opinion on whether it is worth going further, plus a few recommendations on which implementations to tackle first.

    FreeLet’s talk about your project

  2. Step 1

    Digital diagnostic and plan

    Confirm that the project is both buildable and profitable: a map of your processes, your data and your systems, then a dollar value for each use case.

    Deliverable: A costed digital plan and a requirements document, often eligible under stream 1B of the ESSOR program.

    ESSOR 1B (50%)

  3. Step 2

    Build and rollout

    Implement the selected solutions on your infrastructure: install the server on your premises or with a Canadian-owned host in Quebec, configure your AI, and connect it to your environment and everyday tools.

    Deliverable: A working solution in a controlled environment, technical documentation and test suites.

    ESSOR 1C (50%) MFOR (75%) C3I (15% to 25%) RTRI (50%)

  4. Step 3

    Maintenance and support

    Keep the solution fast and compliant: monitoring, model updates and a monthly report.

    Deliverable: Uptime maintained, a bank of hours for enhancements, and documented governance.

Funding

Integrating AI into your ERP may qualify for the ESSOR program, which can cover up to 50% of the diagnostic and the rollout for an eligible SME. Training your teams is eligible under the MFOR program at up to 75%. If tariffs are hitting your sales or your costs, the federal RTRI can fund half of an automation project.

Canada Economic Development

New

RTRI · Tariff response

50% · up to $3M non-repayable

For Quebec businesses affected by U.S. or Chinese tariffs, with revenue of at least $1M. Funds 50% of an automation, digitization or productivity project up to $1M, plus liquidity support of up to $2M. CED is accepting applications now.

Investissement Québec

ESSOR 1A · Feasibility study

50% · max. $50,000

For-profit companies registered in Quebec, with no employee or revenue threshold. Covers consulting fees, analyses and travel (market, technology, site visits). Excludes real estate, finance, health care and construction other than productivity projects, among others. Since March 13, 2026, professional services (legal included) and administrative services are no longer prioritized.

Investissement Québec

ESSOR 1B · Digital diagnostic and plan

50% · max. $20,000

SMEs with 250 employees or fewer AND revenue of at least $2.5M. Required deliverables: a maturity index, at least 9 documented processes, a costed digital plan, a requirements document and a change management plan. Since March 13, 2026, several industries are no longer prioritized, including professional services (legal included), health care, real estate, finance and construction other than productivity projects.

Investissement Québec

ESSOR 1C · Implementation

50% · max. $50,000

SMEs with 250 employees or fewer AND revenue of at least $2.5M. Prerequisite: the 1B plan must already be done, with the application filed within 24 months. Minimum private contribution of 20%. Since March 13, 2026, several industries are no longer prioritized, including professional services (legal included), health care, real estate, finance and construction other than productivity projects.

Services Québec

MFOR · Workforce training

Up to 75% · max. $100,000

All employers except the public sector. Covers trainer fees, course material and wages paid during training. The application must be filed before training begins.

Every program in detail

Frequently asked questions

Another question? Write to us at support@cogio.ai.

How does the AI connect to SAP Business One?

Through the Service Layer, SAP Business One’s REST API, which follows the OData 3.0 and 4.0 standards. If your release is older, we check with your SAP partner what is available, including the DI API, the legacy interface.

Does the agent need an extra SAP licence?

The agent signs in with a SAP Business One user, which needs a licence. The licence type depends on what it has to do: we confirm it with your SAP partner before we start.

What about SAP S/4HANA?

S/4HANA targets large enterprises and integrates differently. This page covers SAP Business One, SAP’s ERP for SMEs. For S/4HANA, let’s talk case by case.

Are you an SAP partner?

No. Cogio is an independent firm. We work with your instance, your access and your current SAP partner, without touching your agreement.

Does our data stay in Quebec?

Yes. The AI model runs on a server installed on your premises or with a Canadian-owned host in Quebec. What matters is the owner’s jurisdiction: a Montreal data centre owned by a U.S. company is still subject to the CLOUD Act.

Where does the project start?

With a diagnostic: we map your processes in SAP Business One, pinpoint the repetitive tasks that take the most time and put numbers on the expected gains. For an eligible SME, that diagnostic can be funded at 50% under ESSOR stream 1B.

Less data entry in SAP Business One, more time for your customers

A free call with an expert: we look at your processes, tell you where to start and check your eligibility for grants.

No ERP yet, or licences that cost too much? See the free ERP

Let’s talk about your project

or write to support@cogio.ai