CORECORE AI ERP Products

Finance module

Documents

Secure document storage linked to finance, HR, sales and operations records.

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Documents component

Document inbox

Document inbox gives Documents teams a controlled workspace for setup, execution, reporting and operational accountability.

  • Document inbox setup and configuration
  • Document inbox workflow, approvals and controls
  • Document inbox reporting, audit trail and exceptions
  • CORE AI guidance for document inbox decisions
Documents component

Tags and folders

Tags and folders gives Documents teams a controlled workspace for setup, execution, reporting and operational accountability.

  • Tags and folders setup and configuration
  • Tags and folders workflow, approvals and controls
  • Tags and folders reporting, audit trail and exceptions
  • CORE AI guidance for tags and folders decisions
Documents component

Approval routing

Approval routing gives Documents teams a controlled workspace for setup, execution, reporting and operational accountability.

  • Approval routing setup and configuration
  • Approval routing workflow, approvals and controls
  • Approval routing reporting, audit trail and exceptions
  • CORE AI guidance for approval routing decisions
Documents component

Audit history

Audit history gives Documents teams a controlled workspace for setup, execution, reporting and operational accountability.

  • Audit history setup and configuration
  • Audit history workflow, approvals and controls
  • Audit history reporting, audit trail and exceptions
  • CORE AI guidance for audit history decisions

This page is part of the standalone CORE AI Enterprise ERP product project. Upload the full folder to GoDaddy to preserve all links.

Documents operating workflow

Each module page now has deeper component structure so the ERP suite can grow into product requirements, demos and implementation plans.

Document inboxConfigure, operate, monitor and improve this area with CORE AI assistance.
Tags and foldersConfigure, operate, monitor and improve this area with CORE AI assistance.
Approval routingConfigure, operate, monitor and improve this area with CORE AI assistance.
Audit historyConfigure, operate, monitor and improve this area with CORE AI assistance.

CORE AI controls

AI control

Ask the module

Ask plain-English questions about records, status, exceptions, approvals and next actions.

AI automation

Draft workflow

Generate suggested entries, tasks, messages, approvals and follow-up actions for review.

AI risk

Detect exceptions

Flag missing data, policy breaches, unusual movements, stuck work and operational risk.

Related Finance products

Finance

Accounting

General ledger, journals, close, tax, controls and multi-entity reporting.

Finance

Invoicing

Customer invoices, credit notes, payment status and revenue visibility.

Finance

Expenses

Employee expense claims, approvals, policy checks and reimbursement flows.

Finance

Spreadsheets

Connected financial models, planning sheets and executive analysis.