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10X ERP
A feature inside 10X ERP

The AI that does the work, not just the talking.

Ask questions. Run reports. Enter sales orders from a customer PO. Reconcile vendor invoices. Build agents that watch your business while you sleep. All from the same chat box, built into every screen of 10X ERP.

Try the AI featureSchedule a demo

Skip the demo line. Ask our AI questions on a sandboxed sample dataset right now.

10X AI · live on sample data
Top 5 customers by revenue this quarter
Querying customers and invoices
Aggregating revenue by customer for Q1
Comparing to prior quarter

Here are your top 5 customers by revenue this quarter, with quarter-over-quarter trend:

CustomerRevenueQoQ
Big D Distribution$284,200+12%
Acme Industrial$218,900+4%
Coastal Supply$184,400−6%
Northwoods Hose$162,150+9%
PNW Fasteners$148,700+18%

Worth a look: Coastal Supply is down 6% QoQ despite holding steady on order count. Average order size dropped from $7.4K to $6.4K. Want me to pull the line-item mix change?

Ask a follow-up, or pick a new question…
FastBalancedPowerful

Live answer on our sample distribution dataset. No signup, no credit card.

Ask your own question

Most ERP "AI" is a chatbot bolted onto reports.

10X AI is a fully-integrated layer that reads, writes, schedules, and travels with you.

CapabilityMost ERPs10X ERP
Ask plain-English questionsOn canned reportsOn every table, with SQL
Take action (write data)Orders, bills, POs, batch updates, with approval
Run on a schedule (agents)Cron-driven autonomous agents
Use from outside the ERPMCP server: Claude Desktop, Cursor, CLI
Audit trail of every changeOften partialBefore/after, attributed, undoable
PricingExtra add-on, per seatIncluded for every user
Answer

Every question your team asks Excel, answered in seconds.

10X AI connects directly to your live database. It writes the SQL, runs it, formats the results, links the records, and flags what's worth knowing.

  • Tables and charts inline. Bar, line, pie, area, dual-axis. No separate dashboard tool needed.
  • Linked records. Every customer, order, item, and vendor in the response is one click from the record itself.
  • Observations baked in. Outliers, risks, and follow-up questions surface automatically.
  • Export anywhere. CSV, Excel, or email the result to a teammate, all from chat.
Live SQL · read-onlyUp to 10,000 rows / exportPermission-aware
10X AI · Q&ABalanced · 1.4s
Compare this year's revenue to last year by month
JanAprJulOctDec
This yearLast year
Observation: March was your biggest month-over-month gain (+23%). October dipped 8%, driven mostly by Big D Distribution pausing orders.

It's not just an answer engine. It's an action engine.

10X AI can write data. Drop in a customer PO. Forward a vendor invoice. Ask it to reprice 200 items. Every change is previewed, approved by you, logged, and reversible.

Step 1
You ask, paste, or attach

"Enter this PDF as a sales order." Or paste an email. Or upload a file.

Step 2
10X AI builds a preview

Customer matched. Items matched. Pricing applied. Side-by-side diff shown.

Step 3
You approve

Click confirm and the change applies. Or close the chat and nothing happens.

Step 4
Logged and undoable

Every AI-initiated change shows in the audit log with before/after. Reverse with one click.

Things 10X AI can do today

All write actions go through the same preview, approve, and log workflow.

Sales

Enter a sales order from a customer PO

Drop in a PDF or paste text. Customer, items, pricing, and ship-to all matched and ready to confirm.

AP

Reconcile a vendor invoice against PO receipts

10X AI matches lines, flags variances, and stages a bill for your review.

Purchasing

Confirm a vendor PO acknowledgement

Match dates, quantities, and cost changes line by line. Approve to apply.

Receiving

Receive a PO from a packing slip

Quantities, lot numbers, and warehouse location captured from the document.

Bulk

Batch-update up to 500 records at once

"Mark all SKUs starting with AC- as discontinued." One preview. One approval. Bulk-undo if needed.

Single record

Edit any record by talking to it

"Update Big D's payment terms to Net 45." Preview the change, approve, done.

Automate

It's like hiring an analyst who never sleeps and writes their own SQL.

Most of what your team asks 10X AI is repeatable. Make it an agent. It runs on a schedule, sends a summary, and you only look when something interesting shows up.

See how prompts work
Schedule
S
M
T
W
T
F
S
Every weekday at 7:00 AM
prompt: "Pull all customers with AR over 30 days past due over $10K. For each, include last order date, primary contact, and a recommended action. Render a table and summarize. Email to cfo@example.com."

Use 10X AI from outside 10X ERP.

10X AI exposes a built-in MCP server (Model Context Protocol). Connect any MCP-compatible AI client and your distribution data is right there.

Claude Desktop
Native chat client

Add 10X ERP as an MCP server. Ask questions in your existing Claude Desktop window.

Cursor
Code and data, side by side

Pull live ERP data into your IDE. Build internal tools against real numbers.

10X CLI
Terminal access

Pricing lookups, schema introspection, and queries from your shell.

Custom agents
Bring your own

Any agent that speaks JSON-RPC 2.0 and MCP can authenticate and query.

~/code · zsh
$ 10xai "what's our top customer this month?"
Big D Distribution, $284,200 across 47 orders
$ 10xai restock-plan --warehouse=PHX
14 SKUs below safety stock · suggested PO total $42,180

Once you have the answer, give it a future.

Every 10X AI response is the start of something. Drop it in Slack. Email it. Save it as a recurring report. Pin it to your dashboard.

Chart it

Bar, line, pie, area, stacked, dual-axis. 10X AI picks the right shape and renders it in chat.

Export it

CSV or Excel, up to 10,000 rows. Token-secured download URL, expires in 24 hours.

Email it

Send formatted HTML with optional chart and full table inline, straight to teammates from the chat.

Schedule it

Recurring SQL on a cron. Email the result every Monday. Or save it to 10X Insights for a permanent dashboard.

10X Insights · powered by Metabase

Save any AI question as a permanent dashboard.

"Save this to Insights." It becomes a real BI dashboard. Permalink, shareable, embeddable in another report, rerunnable any time.

See Insights
Audit · undo · accountability

Every AI change. Logged. Diffed. Reversible.

Open the AI changes log to see every modification 10X AI has ever made: who asked, when, what changed, and a one-click revert. Audit-friendly, accountant-approved.

  • · Filter by user, conversation, status, date range
  • · Per-row before/after diff view
  • · Bulk revert with single confirmation
  • · Conversation linkage, so you can see the chat that caused the change
AI changes log
Customer · Big D Distribution
Applied
jordan@example.com · 2 hours ago · "update Big D's terms to Net 45"
payment_terms: Net 30 → Net 45
Items · 18 SKUs
Reverted
jamie@example.com · yesterday · "discontinue all AC- prefix items"
Sales order · #SO-12834
Applied
jordan@example.com · yesterday · "enter PDF as sales order"

From the warehouse to the boardroom.

Every department gets the same superpower. Click a tab. These are real prompts running in production today.

Pipeline
"Show me the CRM pipeline by stage with expected revenue."
Returns: Stage breakdown, deal counts, weighted revenue, and average days in stage.
Rep performance
"Top 3 sales reps by revenue this year, with QoQ trend."
Returns: Ranked table, sparkline per rep, biggest movers up and down.
Conversion
"Quote-to-order conversion rate by rep, last 90 days."
Risk
"Top 5 declining accounts with recommended actions."

Pick the right depth for every question.

Three response modes, one chat box. Match the mode to the moment: quick lookups, everyday cross-module work, or heavy analysis. Switch per turn, or let 10X AI pick.

Fast

Sub-second

Quick lookups. "What's our open AR?" "Show me Big D's last 5 orders." Answers before you finish reading.

  • · Lowest cost per turn
  • · Single-question lookups
  • · Great for daily checks

Balanced

Default

Cross-module questions, multi-step reasoning, charts, recommendations. The right answer for almost everything.

  • · Most popular
  • · Multi-step reasoning
  • · Best speed-to-quality

Powerful

Heavy lifting

Deep analysis. Document parsing. Long agent runs. Use when the question is hard and the answer matters.

  • · Highest reasoning depth
  • · Long-context document work
  • · For agent runs and write actions

Credit budgeting keeps costs predictable. Per-conversation and per-org limits are enforced server-side. We continually evaluate and upgrade the underlying models so each mode keeps getting better, without you having to think about it.

Knowledge

Upload your playbooks. 10X AI reads them.

Upload SOPs, return policies, vendor contract terms, pricing rules, anything 10X AI should know about your business. The right doc gets pulled into context for every relevant question.

  • · Always-include docs: foundation knowledge attached to every chat
  • · Keyword-matched docs: selectively included based on the question
  • · Categories: general, system, policies, products, vendors
  • · Page-aware context: 10X AI knows what page you're on
Knowledge library · 5 docs
Return Authorization PolicyAlways
Pricing Tier DefinitionsAlways
Vendor Onboarding ChecklistMatch
Hazmat Shipping RulesMatch
Q4 Promo ScheduleMatch

Built for the keyboard, like the rest of 10X ERP.

Access AI instantly with keyboard shortcuts. No clicking through menus, no leaving your current screen.

A+I

Go to AI

Jump to the full AI page from anywhere.

macOS
⌘+⇧+O
Windows
Ctrl+Shift+O

Open AI panel

Slide-in panel on any screen.

macOS
⌘+/

New conversation

Fresh chat, current page context preserved.

?

All shortcuts

See every keyboard shortcut in 10X ERP.

Included for every user

10X AI is included for all users at no extra fee to enable. Every user gets a free monthly allowance. Need more? Top up at transparent rates. No surprise bills.

  • · Per-user monthly credit allowance
  • · Top-up packs at flat rates
  • · Org-wide credit pool

Admin controls

Turn 10X AI on or off org-wide, by role, or per user. Limit who can write data. Cap credit usage. See spend in the admin dashboard.

  • · Enable or disable AI per user or role
  • · Read-only mode for sensitive teams
  • · MCP API key management
  • · Usage analytics by user and mode

Ready to 10X your intelligence?

Schedule a 30-minute demo and ask your own questions on live data. Or jump straight into the sandbox.

Schedule a demo Try the AI feature