WebSoftOSAI agents that work inside your ERP — and ask before they commit
Hermes is a team of specialist AI agents that read your live WebSoftOS data, answer questions and prepare routine entries as drafts. You stay in control: nothing is submitted until a person reviews it.
- Drafts only
- Your permissions
- Full audit trail
- Cost caps
Hermes is the AI agent layer of WebSoftOS. Instead of a chatbot bolted onto the side, each agent works directly against your ERP through governed tools — with your permissions, inside your company scope, and with every action logged. Agents prepare the work; people approve it.
From a question to a submitted document
Every Hermes run follows the same seven steps, whether you started it from chat, a schedule or a document event.
- 1You
Ask or upload
Type a question, speak it, or attach a photo of a bill in the Hermes Console — or let a schedule or document event start the run.
- 2Hermes
Routes the task
The Hermes orchestrator works out which specialist agent owns the job — finance, sales, procurement, inventory, HR or operations.
- 3Agent
Reads live data — with your permissions
The agent queries your ERP through governed tools. It can only see what you can see, what its own role allows and what your company scope permits.
- 4Agent
Drafts the work
It answers, or prepares the document — a purchase invoice, quotation, purchase order or journal — as a draft. It never deletes or cancels.
- 5Policy
Checks every change
Every create, update or submit passes a policy gate. If no rule explicitly allows an action, the default is “ask a human”, not “allow”.
- 6You
Review and submit
You open the draft, correct anything, and submit it yourself. If the agent was unsure, it paused in “Needs Input” and notified you instead of guessing.
- 7Hermes
Logs and learns
Each tool call, cost and decision is written to the run’s audit trail, and a short lesson from the run — including your corrections — is kept for next time.
A supplier bill, photographed to drafted
What happens when a store manager photographs a bill and sends it to Hermes.
- 1
Photo in
The bill photo or PDF is attached in the Hermes Console.
- 2
Read
The document reader extracts supplier, GSTIN, lines, taxes and totals as structured data.
- 3
Match & draft
The Finance Agent matches the supplier and items, fills defaults and saves a draft purchase invoice.
- 4
You submit
You check the draft against the bill and submit it. Any edit you make is remembered.
One specialist per part of the business
Each agent has its own role, its own list of record types it may touch, and its own budget. Anything outside its scope, it hands back.
Hermes orchestrator
The front door. Understands the request and hands it to the right specialist — or splits it across several.
Finance Agent
Ledgers, receivables, payables, bank, stock movement. Drafts purchase and sales invoices, orders, challans, payments and journals.
Sales Agent
Leads, opportunities, quotations, customers and contacts — first contact through to a quotation ready to send.
Procurement Agent
Suppliers, material requests, purchase orders and vendor comparison sheets.
Inventory Agent
Items, warehouses, stock levels and reorder checks, with purchase orders for low stock.
HR Agent
Employees, attendance, leave applications, expense claims and salary slips.
Operations Agent
Workforce schedules, site visits, inspections, audit checklists, training and project KPIs.
Document reader
Reads photos and PDFs of bills into structured data for the Finance Agent. It extracts only — it never creates a document itself.
Built so an AI cannot quietly change your books
Drafts, not decisions
Agents create and update drafts. Submitting is gated by policy and, in practice, done by a person.
Your permissions, not more
Access = your role ∩ the agent’s role ∩ the agent’s allowed record types ∩ your company scope.
Fail-closed policy
Policies decide allow, ask or deny per action. Anything not covered falls back to “ask”.
Approvals are re-checked
When you approve, Hermes re-verifies permission, policy and freshness, then runs exactly the approved action — not the AI again.
Cost caps and kill switch
Per-run cost ceilings, monthly budgets per agent and overall, and a single switch to stop every agent.
Full audit trail
Every message, tool call, document touched and the model cost is recorded against the run.
Needs Input, not guesses
When an agent reaches a decision it cannot make confidently, it pauses and notifies the person who asked.
No changes to your ERP schema
Hermes adds no custom fields to standard documents. It listens through hooks, so it can be switched off cleanly.
Gets better at your way of working
Run memory
At the end of every run a short summary and lesson is saved, so the next similar task starts with “what happened last time”.
Your corrections
If you edit a draft an agent made, Hermes records the difference — the strongest signal it has for doing it right next time.
Company SOPs
Write your own standard operating procedures and attach them to agents. They are loaded into every run that agent does.
Ask it, schedule it, or trigger it
Hermes Console
Chat with any agent from inside the ERP. Type, use voice input, attach a bill photo, @mention a record or paste a list of entries.
Schedules
Run an agent hourly, daily or weekly — reconciliation sweeps, reorder checks or receivables follow-up — with no one asking.
Document events
Start an agent when a document is created, saved, submitted or cancelled. Set up by an admin as a rule, no code deploy needed.
The right model for each kind of work
Hermes is model-agnostic: it runs on leading models from OpenAI or Anthropic (Claude) and routes each task to a model that fits it.
| Kind of work | Example | Model tier |
|---|---|---|
| Classify & extract | Reading a bill photo, sorting an incoming request | Fast, low-cost model |
| Tool work | Answering on live data, drafting a voucher across several records | Strong reasoning model |
| Planning | Splitting a multi-department request across agents | Most capable model |
Questions about Hermes
What is Hermes?
Hermes is the AI agent layer built into WebSoftOS. A team of specialist agents — finance, sales, procurement, inventory, HR and operations — answer questions on your live ERP data and prepare routine documents as drafts for a person to review and submit.
Can Hermes post entries or submit invoices on its own?
No. Agents create drafts. Every change passes a fail-closed policy gate, and submitting is reserved for a human. Agents have no tool to delete or cancel documents.
Can an agent see data I am not allowed to see?
No. Every tool call runs with the intersection of your permissions, the agent’s own role, the record types that agent is allowed to touch and your company scope — so an agent can never see more than the person who asked.
Which AI model does Hermes use?
Hermes is model-agnostic. It runs on leading large language models from OpenAI or Anthropic (Claude), and picks a model per task — a fast model for reading documents, a stronger one for multi-step work.
How is AI cost controlled?
Each agent has a per-run cost ceiling and a monthly budget, there is an overall monthly budget, and an admin can switch every agent off at once. When a budget is used up, read-only questions still work but new changes stop.
Is Hermes included in my plan?
Hermes is an add-on available for every WebSoftOS app — construction, transport, hotel, hospital, school, payroll, event rental and SME — on any plan. Book a demo to see it on your own data, or contact us for pricing.
See Hermes on your own data
Book a 30-minute walkthrough: we load a sample of your bills and ledgers and let the agents draft entries for you to review.