What we can build with SAP
ShooflyAI builds agents that operate inside SAP through your existing roles and authorizations, automating the high-volume reconciliation and exception handling that slows finance and operations teams down. Nothing posts without a documented approval step and a complete audit trail.
These are example builds, not client case studies. We scope the real build to your stack and put an ROI estimate on it in an Operating Assessment first.
With SAP and AI agents you can automate GR/IR reconciliation, three-way match, blocked-invoice exception handling, master data checks, and recurring financial reporting inside your ERP, with a documented approval step before anything posts and a full audit trail. SAP's native Joule copilot is genuinely capable, answering plain-language questions, running multi-step actions, and surfacing anomalies, but it is premium-licensed, bounded to SAP, and follows SAP's roadmap rather than your exact workflows. ShooflyAI builds a custom agent that operates through your existing roles and authorizations, tailored to your specific processes and customizations, and reaches into the adjacent systems finance depends on. You own the code, data, models, and IP, with no per-seat fee for the agent's logic.
10 ways to use SAP with AI agents
- GL reconciliation prepReconcile SAP general ledger accounts against sub-ledgers and surface only the breaks for review.
- Three-way match clearingMatch SAP purchase orders, goods receipts, and invoices, clearing clean items and routing mismatches.
- Month-end close trackingDrive the SAP close calendar, prepare recurring postings, and report blocked or overdue close tasks.
- AP invoice exception routingIdentify blocked or price-variance invoices in SAP and route each to the right approver with context.
- AR aging and dunningRank overdue SAP receivables and draft collection notes for a human to review and send.
- Vendor master data checksValidate SAP vendor master records for duplicates and missing fields before payment runs.
- Tax and code validationCheck tax codes and account assignments on SAP documents against your rules and flag outliers.
- Variance and anomaly alertsCompare SAP actuals to expectations and surface anomalies for finance to investigate.
- Audit evidence assemblyCompile SAP transaction support and a full change log into auditor-ready packs on demand.
- Data sync with audit trailSynchronize SAP data with adjacent systems and log every field change for a reviewable trail.
Using SAP on its own vs. a custom ShooflyAI agent
| Dimension | SAP Joule | Custom ShooflyAI agent |
|---|---|---|
| Setup | Licensed add-on, configured to SAP modules | Built to your roles, controls, and workflows |
| Handles your multi-step workflows | Strong, but within SAP's prebuilt scope | Built around your exact reconciliation and close steps |
| Works across your other systems | Mostly SAP, plus select Microsoft links | Connects to your adjacent finance and ops tools |
| Who owns and maintains it | SAP owns it, you follow the roadmap | You own the code, data, and IP |
| Cost model | Premium licensing on top of SAP | Build it once, then own and run it |
Frequently asked questions
What finance tasks can an AI agent take off our SAP team's plate?
Reconciliation prep, three-way matching, invoice coding suggestions, variance flagging, and close-task tracking. The agent handles the repetitive preparation and routes exceptions to a person, so your team focuses on review and judgment.
Can it work with our existing SAP setup and customizations?
Yes. We build to your SAP environment and configuration, connecting through approved interfaces and respecting your existing controls. The agent adapts to your processes rather than forcing you to change them.
Does anything post to SAP without a human checking it?
Not unless you explicitly choose that for low-risk steps. Our default is a human reviewer approving before posting, with a full audit log of every action the agent took.
How is this different from SAP's own AI features?
This is custom logic built for your specific workflows and owned by you. You are not waiting on a roadmap or paying per seat for the agent's logic, and you keep the code, data, models, and IP.
Who owns the agent and the data?
You do. ShooflyAI builds the custom agent and transfers the code, models, data, and IP. It runs on infrastructure you control with scoped access to SAP.
Want to see what we would build for you?
We start with an Operating Assessment that maps your highest-value workflows and puts a hard ROI estimate on them before any build. You own the code, the data, and the IP.
Get your Operating Assessment →