Enterprise AI Agents

Enterprise AI that plans, executes, and delivers — across every system.

Morphis AI turns enterprise questions into answers your finance team can sign off on — across every system you already run, on data volumes no chatbot can handle, with every user seeing only what their role permits. K.Notebooks understand your intent, plan the steps, and act across SAP, Salesforce and your enterprise systems. Not just answers — execution.

Live in production · 1Telecom, Brazil SAP · Salesforce · Zabbix & more 45+ production strategies
The problem

The problem your teams live with today.

Three symptoms. One root cause.

01

Manual coordination burns hours

Teams move between SAP, Salesforce and spreadsheets, stitching data together by hand — every single day.

02

Systems that don't talk

Critical data lives in silos. Answers that should take seconds take days to assemble.

03

Every automation is a project

Custom development for each workflow means months of cost and effort before any value appears.

Numbers you can trust

Every number is calculated. Not estimated, not summarised, not invented.

Language models are excellent at explaining and terrible at arithmetic. Morphis AI separates the two — and that is the difference between an interesting demo and a number a CFO will sign off on.

Deterministic Analytics

Calculations are computed, not generated

All quantitative work — totals, aggregations, rankings, variances, forecasting inputs — is executed deterministically by the platform. The AI is used only for what it is genuinely good at: interpreting results and writing the narrative.

  • Same question, same data, same answer — every time
  • No hallucinated figures — the AI never does the maths
  • Audit-friendly: every figure traces back to source records
Enterprise-Scale Analysis

No dataset is too large

Most AI assistants can only reason over what fits in the model's context window — so they sample, truncate, or silently drop rows. Morphis AI processes the full dataset directly; only condensed, qualitative context ever reaches the model.

  • Complete datasets analysed — full-year ledgers, entire customer bases
  • Accuracy does not degrade as volume grows
  • Predictable cost at scale — AI usage does not grow with row count
The platform

K.Notebooks — intelligent agents that work across your systems.

A K.Notebook understands your intent, plans the steps, executes across your systems, and delivers the answer. Natural language in. Cross-system outcome out.

Natural language

No training required. Ask in plain language — the agent does the rest.

Any enterprise system

SAP S/4HANA, SAP ECC, Salesforce, Zabbix, Oracle ERP and Microsoft Dynamics 365 among others — connected through MCP tools. Full list of supported systems available on request.

Enterprise-grade

Audit trails, role-based access and compliance built in from the start.

Days to deploy

Configured, not custom-coded. Live in weeks — not months of project work.

The apps

Three apps. One platform. Zero implementation project.

Pre-configured business apps for European B2B start-ups and scale-ups (10–150 people) that have outgrown spreadsheets — and are being quoted enterprise prices for complexity they will never use. The configuration is the product.

Financials

The ERP back office

Run the finance function of a real company — payroll, invoicing, suppliers, treasury — and ask it questions in plain language. Replaces entry-level ERP installs plus the spreadsheet layer around them.

20 AI strategies 39 validated queries 5 dashboards
> Which suppliers are we overdue with, and by how much?
  • P&L, receivables aging, treasury forecast, cash-flow workbook
  • Payment & billing runs with per-row validation — nothing invalid is ever posted
  • Invoice capture from PDF or photo, matched by tax number, duplicates refused

CRM & Market Intelligence

The revenue engine

A CRM that fills itself. It scans the market for buying signals, maps the decision-makers, scores the pipeline, and tells you which deals are slipping. Replaces a CRM plus the sales-intelligence subscription beside it.

10 AI strategies 48 validated queries 6 dashboards
> Quem está a trabalhar muito e a fechar pouco?
  • Market scan, prospect hunting and lead qualification with tiered scoring
  • Deal-risk and churn-risk scoring with the dominant driver named per deal
  • Honest metrics: win rates suppressed on tiny samples, data gaps stated openly

Grants

The funding desk

Find the EU and Portuguese R&D funding you qualify for, build the candidature, and manage the money after you win. Replaces a grants consultant on retainer — and the spreadsheets that follow.

3 AI strategies 39 validated queries 5 dashboards
> Que área tecnológica devemos pesquisar por financiamento?
  • Horizon Europe, EIC, ERC, PT2030, FCT, SIFIDE II and more — seeded, not free-text
  • Full project P&L: budget lines, funding split, own contribution, net cost
  • Candidacy advisor: eligibility matrix, ranked calls, preparation pack

Why one platform beats three tools: the CRM reconciles pipeline value against invoiced revenue in Financials; a grant award flows into the treasury forecast as scheduled receipts; and one permission layer governs all three — the CFO sees everything, an employee sees only their own record, enforced identically everywhere.

Not for everyone — and we say so: companies needing manufacturing/MRP, retail POS, or statutory accounting outside our covered tax models should look elsewhere for now.

Strategy catalog

45+ production strategies. Every business problem, catalogued.

Each strategy in the catalog solves one enterprise problem — with a defined audience, the intelligence it produces, and the ROI logic behind it. What's shown below is a sample — browse a selection of what the agents support today.

45production strategies
3agents — Salesforce, SAP, Cross-Agent
12+business domains, incl. Brazil fiscal
4multi-language — EN · PT · ES · FR & others

What you see here is a sample. The catalog is extensible by design — new capabilities are configured, not developed. Finished, customer-branded Excel workbooks are generated automatically, tailored per customer without touching platform code. The full list of supported strategies and enterprise systems is shared on request.

Request the full catalog
Live in production

Telco customer, Brazil — in production since 2025.

Three enterprise systems integrated, running strategies from the production catalog. Analyses that took a full day now complete in minutes.

1 day5 min multi-system analysis, run by the agent
SalesforceCRM
SAP B1 / HANAERP
ZabbixIT Ops
Two decades of enterprise trust — the heritage behind Morphis AI
AIRBUSAMBEVAVANADEELLUCIANMVZURICH
Enterprise references reflect Morphis Tech modernization engagements — the heritage behind Morphis AI.
How it works

From intent to outcome — in five steps.

Natural-language intent becomes a validated business outcome, executed across your systems.

1

Intent

The user asks in natural language.

2

Plan

The agent selects a strategy from the catalog.

3

Execute

It acts across SAP, Salesforce and more.

4

Compute & predict

Deterministic processing, then LLM interpretation.

5

Deliver

A structured answer, report or action — not just text.

Business value

Every strategy maps to one of five value drivers.

We don't sell AI accuracy. We sell protected revenue, released cash, and recovered hours — and each strategy in the catalog states its ROI logic up front.

01 · Grow

Revenue growth

Higher win rates, funnel conversion, renewals and expansion — from demand you already generate.

02 · Protect

Revenue protection

Churn, discontent and default predicted before the loss — retention as a managed pipeline.

03 · Save

Cost reduction

Procurement transparency, logistics optimization and quality-cost visibility.

04 · Release

Cash & working capital

Faster activation, prioritized collections and shorter cash-conversion cycles.

05 · Decide

Productivity & decisions

Reports that produce themselves; diagnostics in minutes instead of task forces in weeks.

Worked ROI models — from the strategy catalog
€300K/yr
revenue protected — churn prediction on €20M ARR
€800K/yr
savings — 2% on a €40M procurement budget
€150–600K
recoverable leakage — CRM ↔ ERP billing reconciliation
€550K
cash released — 5 days off DSO on €40M revenue
7,000+ h
analyst hours recovered yearly through report automation
Illustrative models from the Enterprise Strategy Catalog — bring your own numbers to the discovery workshop and we'll size them together.
Platform capabilities

Built for how enterprises actually adopt AI.

Control, transparency and deliverables — the capabilities that turn a pilot into a rollout.

Human-in-the-loop control

The platform tells you what it intends to do before it does it. You approve, change, or reject the plan — and write-backs are always gated behind explicit approval.

Explainable analysis

Every answer can be opened up: the execution plan, the intermediate results, and the source of every figure — inspectable when a number needs defending.

Finance-grade deliverables

Analysis ends at a deliverable, not a chat answer: multi-sheet Excel workbooks, PDF, Word, PowerPoint and dashboards — templated to your house format.

New capabilities in days

Describe the analysis you need in plain language; guided builders assemble it, you review the plan, test it, and ship it — no platform release required.

Gets better with use

Useful analyses are kept and offered first the next time a similar question comes up. The platform converges on how your organisation actually asks.

Monitoring & alerts

Analyses run on a schedule and notify the right people when a threshold is crossed — a receivable ageing past terms, a contract nearing expiry, an SLA at risk.

Consolidation centre

Collect charts, datasets and findings from anywhere in the platform and publish one coherent document — nothing re-typed, nothing drifting.

Natively multilingual

Questions, interface, analysis and documents in English, Portuguese, Spanish and French — each user in their own language, the analysis identical.

Why Morphis AI

Not the copilots you already know.

// compute-in-code

Compute in code, interpret with LLM

Aggregations and calculations run deterministically in code; the LLM handles narrative and inference. No hallucinated numbers, no data truncated to fit a context window.

// logic-as-config

Business logic as configuration

Business logic is authored as strategy catalogs, not brittle runtime code generation. Repeatable, auditable, and adaptable per customer.

// your-infrastructure

Customer-hosted inference

Deploy on-premise or in your private cloud, with a model-agnostic runtime. Your data never leaves your environment.

Security & compliance

Users only see what their role allows. Enforced by the platform, not by policy.

Everything the platform can do is organised into business domains, and every user is assigned a persona defining which domains they may reach. A support manager and a CFO asking the same question get different answers — because they are entitled to different information.

Governed access on every request

Role-based access to analyses, queries and data — not just to screens. The same boundary applies to free-form conversation, however the question is phrased.

Personal-data scoping

Individuals can be restricted to their own records — an employee sees their own payroll statement, never a colleague's. Designed for GDPR-class regimes.

Logged and reviewable

Access decisions are logged, reviewable, and enforced consistently across every connected system — a control you can demonstrate to an auditor.

Sovereign deployment

Model-flexible and deployment-flexible: the platform can operate entirely within your own infrastructure, with no requirement to send enterprise data to a third-party AI service.

Why Morphis AI

Compared with the alternatives you already know.

Generic AI assistants BI / dashboards Custom AI projects Morphis AI
Numbers you can auditGenerated by the modelYesDepends on buildCalculated deterministically
Large datasetsLimited by context windowYesDepends on buildFull datasets, no sampling
Role-based data accessMinimalReport-levelCustom-builtDomain-based, every request
Cross-system analysisNoRequires a warehouseCustom-builtNative, no prior consolidation
Finance-grade deliverablesChat answersDashboardsCustom-builtWorkbooks, reports, dashboards
Time to a new capabilityWeeksMonthsDays
Explains its reasoningPartiallyNoRarelyYes, step by step
Heritage

Not a startup with a demo. A spinoff with a track record.

Morphis AI is born from Morphis Tech — 20 years and roughly one billion lines of enterprise code modernized for the world's most demanding organizations. That's why our agents understand the enterprise.

Explore the Morphis Tech story
~1B
Lines modernized
300+
Applications
20 yrs
Track record
30+
Countries
Partners

Platform + expertise. Together.

Morphis AI provides the intelligent platform. Partners deliver domain expertise and customer service — designing catalog strategies, owning the relationship, and tailoring agents to each business.

Morphis AI providesThe platform

  • KNB engine & agent runtime
  • MCP tools & enterprise connectors
  • LLM-agnostic infrastructure — GPT, Claude, Llama, Mistral or local models
  • Security, governance & audit trails

Partners provideThe expertise

  • Strategy design for the catalog
  • Domain & industry expertise
  • Customer implementation
  • Ongoing service & success
FAQ

Frequently asked questions

Straight answers on SAP, Oracle, Salesforce and Microsoft Dynamics integration, deployment time, and security.

What are Enterprise AI Agents?
Enterprise AI agents are software systems that understand a request in natural language, plan the steps needed to fulfil it, execute those steps across your business systems, and return a completed outcome — not just an answer, but the work itself.
How long does deployment take?
Most Morphis AI deployments go live in weeks rather than months, because each agent is configured from a catalog of 45 pre-built strategies rather than built from scratch.
Can Morphis AI integrate with SAP?
Yes. Morphis AI connects to SAP ECC and SAP S/4HANA, including modules such as SAP Business One and SAP SuccessFactors, through secure MCP-based tool connections to read and act on ERP data.
Does Morphis AI work with Oracle?
Yes. Morphis AI supports Oracle ERP, Oracle Fusion Cloud and Oracle E-Business Suite, enabling agents to query financial, procurement and operations data directly from Oracle systems.
Can AI automate ERP and CRM processes?
Yes. AI agents automate recurring ERP and CRM processes such as reconciliation, reporting, order and inventory analysis, and contract or renewal tracking — running multi-step workflows that previously required manual coordination across teams.
How secure is Morphis AI?
Morphis AI is designed for enterprise security requirements, including support for private and on-premise LLM deployment, and alignment with common compliance frameworks such as SOC 2, ISO 27001 and GDPR.
Can Morphis AI run on Azure or AWS?
Yes. Morphis AI can be deployed using Azure OpenAI or AWS Bedrock as the underlying model provider, and integrates with Microsoft Dynamics 365 and Azure- or AWS-hosted enterprise systems.
What's the difference between an AI agent and an AI copilot?
A copilot assists a person who stays in control, suggesting text or actions the person then executes. An agent plans and executes a multi-step task on its own, across systems, and returns a completed result.
What's the difference between an AI agent and RPA?
RPA follows a fixed, pre-scripted sequence of UI or API steps and breaks when the underlying screen or process changes. An AI agent reasons about intent and adapts its plan, handling new phrasing, exceptions and system changes without being reprogrammed.
Which enterprise systems does Morphis AI support?
Morphis AI currently supports SAP, Salesforce and Zabbix in production, with Oracle and Microsoft Dynamics 365 integrations available through the same MCP-based architecture.
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