FREE · ERP AI GOVERNANCE TOOL
AI Agent Permission Matrix Generator.
Turn vague “ERP access” into explicit authority. Select the actions an AI agent may perform and generate a conservative recommendation for risk, permission tier, human approval and technical controls.
Choose the business area and actions.
Recommended authority for the agent.
This is a conservative planning aid, not a security certification. Validate against your ERP roles, regulatory obligations and real workflow.
| ERP action | Risk | Permission tier | Approval rule | Required controls |
|---|---|---|---|---|
| Read invoices, balances and agingSearch and summarize existing finance records. | Moderate | Read only | No per-query approval if identity, row-level access and logging are enforced. |
|
| Prepare journal or payment proposalDraft a transaction without posting or releasing funds. | Moderate | Execute after approval | Require explicit approval before commitment. Use amount, vendor/customer status and duplicate checks outside the model. |
|
| Release supplier paymentTrigger movement of company funds. | Critical | Restricted | Use a separately governed workflow with strong human authorization; do not expose this as a general autonomous tool. |
|
HOW TO USE THE RESULT
Translate the matrix into real ERP roles and policy gates.
The generator is deliberately conservative. It does not know your legal obligations, ERP configuration, fraud controls, data model or approval hierarchy. Use the output to start a design review: identify a named agent identity, map each action to the smallest vendor-supported role or API scope, keep important policy checks outside the model and log the evidence behind consequential actions.
For the architecture behind these recommendations, read AI Agent Permissions in ERP and AI Agent ERP Integration in 2026.