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A hyper-focused, AI agent-driven ERP that solves the top 3 pain points for small startups/businesses: cash flow visibility, task chaos, and missed opportunities—using minimal free-tier integrations and local-first architecture.

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🤖 AI-Powered ERP: Production-Grade Business Automation

Transform your business operations with intelligent AI agents powered by LangGraph workflows

A production-ready ERP system that leverages AI agents to automate critical business processes: revenue intelligence, task prioritization, client health monitoring, and growth opportunity detection.

🚀 Key Features

💰 Revenue Intelligence Agent

  • Automated Invoice Tracking: Real-time overdue detection and payment predictions
  • Cash Flow Forecasting: 30-day predictive analytics with confidence scoring
  • Smart Follow-ups: Automated 7/14/30-day escalation workflows
  • Payment Risk Analysis: Client health-based payment delay predictions

🎯 Focus Assistant Agent

  • AI Task Prioritization: Dynamic scoring based on urgency, client value, and health
  • Daily Planning: Generates top 3 priorities with time estimates
  • Smart Time Blocking: Optimized 2-4 hour focus sessions
  • Context-Aware Scheduling: Integrates deadlines and client importance

👥 Client Health Monitoring Agent

  • Health Score Calculation: Multi-factor analysis (contact recency, sentiment, payments)
  • At-Risk Detection: Proactive identification of clients below 70% health
  • Sentiment Analysis: Email communication pattern analysis
  • Outreach Recommendations: Automated relationship management suggestions

📈 Growth Spotter Agent

  • Upsell Opportunity Detection: Pattern-based revenue expansion identification
  • Confidence Scoring: AI-powered opportunity ranking and timing
  • Revenue Trend Analysis: Historical pattern recognition for growth signals
  • Expansion Signal Tracking: Client engagement and usage pattern monitoring

🏗️ Production Architecture

LangGraph Workflow Orchestration

┌─ Streamlit Dashboard ─┐    ┌─ LangGraph Orchestrator ─┐
│ • Real-time Monitoring │    │ • Revenue Intelligence   │
│ • Workflow Controls    │ ↔ │ • Focus Assistant        │
│ • Business Analytics   │    │ • Client Health Monitor  │
│ • Performance Metrics  │    │ • Growth Spotter         │
└────────────────────────┘    └──────────────────────────┘
           ↕                              ↕
┌─ Production Database ──┐    ┌─ AI Integration Layer ───┐
│ • SQLAlchemy ORM       │    │ • OpenRouter API         │
│ • Repository Pattern   │    │ • Local Ollama Fallback  │
│ • Migration System     │    │ • Error Handling         │
│ • Performance Indexes  │    │ • Rate Limiting          │
└────────────────────────┘    └──────────────────────────┘

Technology Stack

  • Orchestration: LangGraph for AI workflow management
  • Backend: FastAPI with async/await support
  • Database: SQLAlchemy ORM with SQLite/PostgreSQL
  • Frontend: Streamlit with real-time updates
  • AI: OpenRouter API with local model fallback
  • Deployment: Docker containerization
  • Monitoring: Comprehensive logging and metrics

🚀 Quick Start

Option 1: Docker (Recommended)

# Clone repository
git clone <repository-url>
cd ERP-AAA

# Start with Docker Compose
docker-compose up -d

# Access dashboard
open http://localhost:8501

Option 2: Local Development

# Install dependencies
pip install -r requirements.txt

# Initialize database
python scripts/setup_production_data.py

# Start dashboard
python ai_erp/main.py dashboard

Option 3: Production Setup

# Set environment variables
export OPENROUTER_API_KEY="your-api-key"
export DATABASE_URL="postgresql://user:pass@localhost/erp"

# Initialize system
python ai_erp/main.py info

# Run dashboard
python ai_erp/main.py dashboard

📊 Dashboard Features

Real-Time Business Intelligence

  • Executive Overview: Key metrics and AI-generated daily briefings
  • Revenue Analytics: Cash flow forecasting and overdue tracking
  • Client Management: Health monitoring and relationship insights
  • Growth Opportunities: Upsell detection and expansion planning

Workflow Management

  • One-Click Execution: Run AI workflows with single button press
  • Real-Time Status: Live monitoring of agent execution
  • Performance Analytics: Execution time and success rate tracking
  • Error Handling: Graceful degradation and recovery

🔧 Configuration

Environment Variables

# AI Integration
OPENROUTER_API_KEY=your-openrouter-key

# Database
DATABASE_URL=sqlite:///data/erp.db
# or PostgreSQL: postgresql://user:pass@localhost/erp

# Logging
LOG_LEVEL=INFO

# Dashboard
STREAMLIT_SERVER_PORT=8501

Workflow Configuration

  • Daily Briefing: Complete business overview (all agents)
  • Revenue Analysis: Cash flow and payment intelligence
  • Client Analysis: Health monitoring and growth opportunities
  • Growth Analysis: Focused opportunity detection

🧪 Development

Running Tests

# Unit tests
pytest tests/ -v

# Integration tests
pytest tests/test_*_integration.py -v

# Coverage report
pytest --cov=ai_erp --cov-report=html

Code Quality

# Format code
black ai_erp/
isort ai_erp/

# Lint code
flake8 ai_erp/
mypy ai_erp/

Database Management

# Create migration
alembic revision --autogenerate -m "description"

# Apply migrations
alembic upgrade head

# Reset database
python scripts/setup_production_data.py

📈 Performance & Monitoring

Key Metrics

  • Workflow Execution Time: Target <30 seconds for daily briefing
  • Database Response Time: Target <100ms for queries
  • AI Agent Success Rate: Target >95% completion rate
  • Dashboard Load Time: Target <3 seconds initial load

Monitoring Features

  • Real-time Status: Live workflow execution monitoring
  • Performance Analytics: Historical execution time tracking
  • Error Tracking: Comprehensive error logging and alerting
  • Resource Usage: Memory and CPU utilization monitoring

🔒 Security & Privacy

Data Protection

  • Local-First Architecture: Business data stored locally
  • Encrypted Sensitive Fields: PII and financial data encryption
  • API Key Management: Secure credential handling
  • Access Control: Role-based permissions (future)

Privacy Compliance

  • Minimal External Dependencies: Only essential API calls
  • Data Retention Policies: Configurable data lifecycle
  • Audit Logging: Complete action tracking
  • GDPR Ready: Data export and deletion capabilities

🚀 Deployment

Production Checklist

  • Set production environment variables
  • Configure PostgreSQL database
  • Set up SSL/TLS certificates
  • Configure backup strategy
  • Set up monitoring and alerting
  • Test disaster recovery procedures

Scaling Considerations

  • Horizontal Scaling: Multiple dashboard instances
  • Database Optimization: Connection pooling and indexing
  • Caching Layer: Redis for workflow results
  • Load Balancing: Nginx for traffic distribution

📚 API Documentation

Workflow Endpoints

# Execute workflow
POST /api/workflows/{workflow_type}/execute

# Get workflow status
GET /api/workflows/{workflow_id}/status

# List available workflows
GET /api/workflows/

Business Data Endpoints

# Clients
GET /api/clients/
POST /api/clients/

# Invoices
GET /api/invoices/
POST /api/invoices/

# Tasks
GET /api/tasks/
POST /api/tasks/

🤝 Contributing

  1. Fork the repository
  2. Create feature branch: git checkout -b feature/amazing-feature
  3. Commit changes: git commit -m 'Add amazing feature'
  4. Push to branch: git push origin feature/amazing-feature
  5. Open Pull Request

📄 License

MIT License - see LICENSE file for details.

🆘 Support


Built with ❤️ for small businesses and startups

Transform your business operations with AI-powered automation

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A hyper-focused, AI agent-driven ERP that solves the top 3 pain points for small startups/businesses: cash flow visibility, task chaos, and missed opportunities—using minimal free-tier integrations and local-first architecture.

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