Insights v3.0
AI analyst agents and ML models that understand your ERP
Insights v3.0 is a finance-led AI business-intelligence platform for ERPNext. It layers 17 domain-specialist AI agents, 25+ predictive ML models, a 3-tier cache, and native Kenya Tax Intelligence on top of a proven open-source BI engine, so leadership asks questions in plain English and gets forecasts, anomaly alerts, and board-ready presentations from the ERP they already own. Deterministic ML computes the numbers; the LLM only explains them, routing is complexity-aware to control cost, and every AI response is quota-governed and audit-logged.
17 AI agents, live on your data
Key capabilities
17 Specialist AI Agents
Domain agents for sales, financial, tax, HR, risk, inventory, procurement, customer, executive, marketing, manufacturing, and ESG, each answering in its department's language, with a keyword-weighted query router directing every plain-English question to the right expert.
Built-In Kenya Tax Intelligence
Corporate tax at 30%, capital allowances, KRA quarterly instalment scheduling, and withholding-tax tracking computed automatically. Engineered by a CPA-K team who understand the rules, not just the data.
25+ Predictive ML Modules
Prophet and XGBoost sales and demand forecasting, RandomForest late-payment prediction, RFM customer segmentation, ABC-XYZ inventory strategy, IsolationForest anomaly detection, and customer lifetime value. Deterministic analytics you can trust.
14 Intelligence Dashboards
Executive, Sales, Financial, Strategic Finance (13-week cash flow, runway, scenarios), Inventory, Procurement, Customer, Risk, HR, Manufacturing, Tax, and ESG dashboards, each with an embedded plain-English chat assistant.
Multi-Source Connectivity
The open-source BI engine connects MySQL, PostgreSQL, DuckDB, BigQuery, files, and spreadsheets, with a visual, no-SQL query builder, joins, calculations, and workbooks feeding eCharts dashboards.
Free-Model Routing with Fallback
OpenRouter routing runs on 11 free AI models with automatic fallback on rate limits and paid models as a final backup. Enterprise AI at near-zero token cost, governed by configurable daily quotas.
Quota-Governed, Audit-Logged AI
Every AI query is logged with model, timing, and cache status, and daily quotas cap spend and misuse. A finance-first, controls-first posture that makes AI analytics safe to put in front of a board.
Board Presentation Mode & Deep ERPNext Sync
Generate executive slides with one-click PowerPoint export, backed by a 9-module ERPNext v15 integrator and a 3-tier cache (Redis hot, database warm, API cold) that keeps dashboards fast while minimizing compute cost.
Why teams choose this
- Ask questions in plain English and get finance-grade answers from 17 specialist AI agents
- Close Kenya tax compliance blind spots with automatic corporate tax, capital allowance, and WHT logic
- Forecast sales, predict late payments, and detect anomalies with 25+ built-in ML models
- Monitor every department from 14 role-specific dashboards, each with an embedded chat assistant
- Run enterprise AI at near-zero token cost with free-model routing and daily quota governance
- Keep AI safe for the board. Every query is quota-capped and written to an audit log
- Export board-ready presentations to PowerPoint without copy-pasting charts
- Avoid per-seat Power BI and Tableau licensing with an in-ERP tool over the data you already own