Web app
Chat, the agent catalog, approvals, audit and admin. The one place changes to your ERP are approved.
Private beta · join the waitlist
AI agents that know your ERP. And your permissions.
Levcore puts working agents inside your finance workflows: sales orders drafted from emailed POs, questions answered from live ERP data, forecasts that keep themselves current. Live on Sage Intacct and SAP Business One, built in Australia by Leverage Technologies.
Explore our advisory →
Sees only what each user is allowed to see
Compute and data hosted in Sydney
A person approves every change to your ERP
Inbox · orders@
From: orders@harborview… · PO for October order
PO-4471.pdf
Order inbox
PO-4471 · Harborview Retail
Processing
Needs review · 1 flag
An order arrives.
PO-4471 · line itemsreviewer: sarah
HV-205 Gadget B
10 CTN
PO price $47.00 differs from contract $45.00
$45.00 contract price
Sales order 747 created
drafted by SO Scribe · approved by Sarah · logged
Reviewed by a person. Posted to the ERP.
How is our cash position tracking this quarter?
Cash on hand: $1.24M across 3 accounts
balances by account · cited from the cash ledger
Ask the ledger anything.
AR ageing · Harborview Group
All companies
AUD
current
30d
60d
90d+
Brindabella Group
$48,200 · 72d
built in Claude · via MCP · runs as sarah
Dashboards in seconds.
Project Forecaster · FY262 staged
project
Apr
May
Jun
Wharf upgrade
398k
440k
395k
Depot fit-out
131k
125k
122k
Variance vs budget: +4.2%
actuals · live
Forecasts from your actuals.
SO Scribe
order entry
Finance Copilot
answers
Project Forecaster
what-if
Claude via MCP
dashboards
One platform. A catalog of agents.
The ERPs we work with across the Leverage practice
SAP Cloud ERP
SAP Business One
Sage X3
Sage Intacct
MYOB Acumatica
01 · What it looks like in practice
Our agents at work, the way your auditors wish it was always done.
Scenario 01 · Build with Claude
Plug your ERP into Claude. Build the dashboard you always wanted.
- 1.
Connect Claude to your ERP through our MCP server. Every request runs as the signed-in user, with their permissions.
- 2.
“Give me an AR ageing dashboard: every company, drill-down to the invoice, AUD and NZD.”
- 3.
Claude builds it as an artifact from live, permission-scoped data. Seconds, not a BI project.
Same permissions, same audit trail. What will you build next?
See every surface →Give me an AR ageing dashboard: every company, drill-down to the invoice, AUD and NZD.
AR ageing · Harborview Group
All companies
AUD
as at 30 Jun
current
30d
60d
90d+
Brindabella Group
$48,200 · 72d · 3 invoices
permission-scoped · runs as sarah · built in Claude
Scenario 02 · Order entry
The PO arrives by email. The order is already drafted.
- 1.
A customer emails their PO to your orders address. A rep can also upload it, or dictate the order in chat.
- 2.
Levcore reads the document, finds the customer, and matches every line to your items and contracted prices.
- 3.
Anything off gets flagged: a price that beats contract, an unknown SKU, a missing ship-to.
- 4.
You review, resolve, approve. The order posts to SAP Business One, and every step lands in the audit trail.
No re-keying. And nothing posts to your ERP without a person approving it.
Meet SO Scribe →Document
PO-4471.pdf · Harborview Retail
Draft sales order
HV-118 Widget A24 EA · $12.50
HV-205 Gadget B
10 CTN · $47.00
HV-330 Bracket kit6 EA · $89.00
flag: PO price differs from contract
Use contract price
Scenario 03 · Finance answers
Ask the question. Get the number, the chart, and the source.
- 1.
“How is our cash position tracking this quarter?”
- 2.
The Copilot answers from your live ledger: balances by account, what moved, and the 90-day trend.
- 3.
It shows its working: the accounts behind the number and the records it came from. Scoped to what the person asking is allowed to see.
Same agent, same permissions, whether the question is asked in our app or in Claude.
Meet the Finance Copilot →How is our cash position tracking this quarter?
Cash on hand: $1.24M across 3 accounts, up $180k this quarter
May
Jun
Jul
now
Operating account$840k · +$120k
Payroll account$260k · steady
Reserve$140k · +$60k
how: closing balances by account · 90-day trend · cited from the cash ledger · scoped to sarah
Scenario 04 · Project forecasting
Forecasts that start from your actuals, not a blank spreadsheet.
- 1.
A rolling financial-year grid, loaded from live Sage Intacct budgets and actuals per project.
- 2.
Adjust the months ahead, stage your changes, save when you are sure.
- 3.
Ask what-if questions in chat and refresh from the ERP whenever you want.
Variance against budget stays visible the whole time.
Meet the Project Forecaster →project
Feb
Mar
Apr
May
Jun
Wharf upgrade
406k
412k
398k
440k
395k
Depot fit-out
121k
118k
131k
125k
122k
Fleet renewal
88k
92k
95k
90k
94k
Variance vs budget: +4.2%
actuals · live Intacct
Refresh from ERP
Your ERP
Permission filter
reads scoped to the signed-in user
Levcore · Sydney
Human approval
required before anything posts
Your ERP
One audit log · every action recorded, including MCP calls
02 · Meet your team where they are
No “AI tab”. The agents work where your team already does.
Build the agent once and it shows up on every surface, with the signed-in user’s ERP permissions inherited everywhere.
Claude
Ask finance questions or draft a sales order straight from Claude via our MCP server. Reads and drafts anywhere; approvals stay in the app.
A company orders address that turns emailed POs into drafted sales orders, with sender allowlists and a review queue.
three surfaces · one agent catalog
Web app
beta
Claude
beta
Email
live
Levcore runtime
orchestrator · permissions · approvals · audit
Sage Intacct
live
SAP Business One
live
SAP Cloud ERP
beta
Sage X3
planned
Next:
Microsoft Teams and Copilot
Sage Agent Builder when Sage ships it
ChatGPT
Every surface acts as the signed-in user. There is no service account that can read everything.
MCP · MCP is the open standard that lets AI assistants talk to business systems safely. It is how the same Levcore agents appear in Claude today and in Teams and Copilot next, without a separate integration each time.
03 · What we do
A platform, custom builds, and advisory. Start where it helps most.
Platform · subscription
The AI Platform
A growing catalog of ERP agents with per-user permissions, human approvals, audit logging and multi-surface delivery.
- ▸Core agents included in every tier
- ▸Premium agents priced individually
- ▸Web app and Claude today, Teams and Copilot next
- ▸Managed LLM or bring your own key
Custom · scoped build
Custom AI in ERP
A process the catalog does not cover yet? We build it on the same platform: same identity model, same audit posture.
- ▸Discovery, then a scoped engagement
- ▸Senior engineers who know your ERP
- ▸Production-grade, not a notebook
Advisory · the practice
AI Advisory
AI Value Workshops, governance and risk reviews, custom agent builds and strategy retainers. Senior consultants who already know your ERP.
- ▸AI Value Workshop: a ranked opportunity map for your ERP
- ▸AI Governance & Risk Review: residency, access, audit
- ▸Sage Intacct · MYOB Acumatica · SAP B1
Not sure where to start?
Get your AI Readiness score in five minutes.
Fifteen ERP-aware questions. Two scores, one recommended next step, matched to your ERP and the AI tools you already use.
04 · The agent catalog
A catalog of agents. And the ones we build for you.
We ship the niche finance workflows Leverage Technologies has implemented for twenty-five years, as tightly-scoped agents. Core agents are included in every tier; premium agents are priced individually.
Every agent inherits the signed-in user’s ERP permissions, and two-user tests on live ERP data prove those permissions hold at entity and module level.
core · live in beta
Sage Intacct
Finance Copilot
Streaming chat over your ERP with charts and tables: AR and AP ageing, cash, P&L, balance sheet. Scoped to the user, cited to source records.
See it on your ERP →
premium · beta
SAP B1 · SAP Cloud ERP beta
Levcore SO Scribe
Email or upload a customer PO. Extraction, customer and item matching, contract-price checks, exception flags, then an approved push into the ERP.
See it on your ERP →
premium · beta
Sage Intacct
Project Forecaster
Forecasting, variance and what-if over live projects, budgets and actuals, in a rolling financial-year grid with staged saves.
See it on your ERP →
premium · beta
Sage Intacct
Company Brain
Executive KPI tiles with trends: AR ageing, cash, P&L per company, refreshed nightly from your ERP.
See it on your ERP →Next in the catalog
We keep adding tightly-scoped agents. An AI Value Workshop is the fastest way to find out which one your team needs first.
The one we build for you
Not in the catalog? Our custom team ships it on the same platform, with the same permissions and audit trail. Scope a build →
Want the technical detail? Tour the platform →
05 · Why us
Built into the product, not promised on a slide.
Plenty of vendors have bolted a chat box onto an ERP. These are the five things we do differently, and each one is in the shipped product.
Twenty-five years in ANZ ERP.
Leverage Technologies implements Sage Intacct, MYOB Acumatica and SAP Business One for hundreds of ANZ mid-market companies. Levcore is built on that base, not learning your accounting as it goes.
User-based permissions.
Before the AI sees anything or acts on anything, the data is filtered to the companies and areas that person is allowed to open in the ERP.
We show what’s excluded.
When your access covers some companies and not others, every aggregate names what was left out:
“AR across ACME AU and ACME NZ. ACME HK excluded: no access.”
Others quietly drop those rows. We name the gap.
One trust model, whichever ERP you run.
We work across SAP Cloud ERP, SAP Business One, Sage X3, Sage Intacct and MYOB Acumatica. All Sydney-hosted.
Every surface, one audit trail.
One audit log across every action, including MCP calls from Claude. It records who asked, what changed, and who approved it.
SYD
Sydney-hosted
Compute and database in Australia
AUD
Local pricing
AU invoicing
AEDT
Real people
On Australian business hours
06 · Security & trust
Built for finance data from day one.
Tenant isolation at the database, encrypted credentials, an audit trail on every action. And we are explicit about what is shipped versus on the roadmap.
Australian hosting
Compute and database in Sydney for every connected ERP. One plain caveat: managed LLM inference is Anthropic-run and may process outside Australia. Bring your own key for AU-regional inference.
Per-tenant isolation
Postgres row-level security keyed by tenant. Cross-tenant reads are blocked by the database itself, not just app logic.
Encrypted ERP credentials
Per-user tokens stored with per-tenant envelope encryption. Never in code, never in logs.
Audit by design
A record of every action: who ran it, what changed, who approved. Export-ready for your auditors.
Human-in-the-loop
Agents draft. People approve. Nothing posts to your ERP without explicit authorisation.
Governed, honestly
We run AI management practices aligned to ISO/IEC 42001 today. That is a description of how we operate, not a certification claim. The platform is designed against SOC 2 and ISO 27001 control expectations so certification is a step, not a rebuild.
07 · Fair questions
A few things people ask first.
Do we have to use your app, or can the team stay in Claude?
Day-to-day questions and drafts work inside Claude today via our MCP server, with Teams and Copilot next. Anything that changes your ERP goes through an audited approval in our app. Read anywhere; approve changes in one accountable place.
Is this just one chat agent?
No. The Finance Copilot is one agent in a catalog that includes SO Scribe for order entry, the Project Forecaster and the Company Brain dashboard. Our custom team builds the ones the catalog does not cover.
Where does our data go?
Compute and database stay in Sydney, with tenant isolation and encrypted credentials. In managed mode the LLM inference is Anthropic-run and may process outside Australia; bring your own key if you need AU-regional inference.
Can we bring our own LLM key?
Yes. Managed mode or your own key per tenant. Same product either way, and you keep your existing AI contracts if you want.
We are not sure we are ready for AI. Can you help us decide?
That is what the advisory practice is for: independent reviews, roadmap and ROI modelling, governance. Start with the five-minute AI Readiness check and get a recommended next step.
Private beta · join the waitlist
Get on the waitlist.
A small group of pilot customers gets hands-on access to the first agents and helps shape the catalog. Running Sage Intacct or SAP Business One puts you first in line. Existing Leverage Technologies customers are prioritised by default.
We’ll only email you about getting started. Unsubscribe any time. Read our privacy policy.