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AI & Decision Intelligence Guide

AI Decision Engine & Human Review Inbox

AI designed for enterprise finance where accuracy is non-negotiable. Explore Katixo's Observe-Suggest-Review-Learn framework: automate supplier bill ingestion via smart OCR, detect pricing and tax anomalies in real time, and verify every action through a safe human-in-the-loop review inbox.

1. Architectural Safety: Zero Autonomous Writes

In financial accounting, an unverified AI hallucination can corrupt ledgers or trigger GST audit penalties.Katixo enforces an ironclad architectural contract:

The 4-Step Safety Lifecycle
1. Observe: Event listeners monitor domain transactions (invoices posted, GRNs received).
2. Suggest: Models formulate structured, explainable recommendations.
3. Review: Suggestions land in the business owner's Review Inbox.
4. Learn: Operator accept/reject decisions tune future confidence thresholds.

*AI never directly posts to the General Ledger, adjusts inventory balances, or files statutory tax without explicit human authorization.

2. Core AI Capabilities in Katixo ERP

Smart Bill OCR

Upload vendor invoice photos or PDFs. Multimodal AI extracts vendor GSTIN, invoice number, items, quantities, HSN, and GST splits to pre-fill draft bills.

Anomaly Detection

Flags unapproved price increases on raw materials (>10% variance), duplicate invoice numbers, and abnormal customer overdue debt patterns.

Inventory Intelligence

Evaluates 90-day sales run rates and supplier lead times to predict impending stockouts and recommend optimal reorder batch sizes.

3. Managing the AI Review Inbox (Step-by-Step)

  1. 1
    Navigate to AI Review Inbox: Click the AI Copilot icon in the top header or open AI > Review Inbox.
  2. 2
    Inspect Suggestion Cards: Each suggestion provides full contextual justification, confidence rating (e.g. 96%), and estimated financial impact.
  3. 3
    Take Action with One Click:
    • Accept: Instantly executes the proposed workflow (e.g. drafts the reorder PO or updates price list).
    • Modify: Adjust quantities or dates before accepting.
    • Reject: Dismisses the suggestion. Operators can provide optional reasons to train future suggestions.

Developer & API Integration Reference

JWT Bearer Required
GET/api/v1/ai/suggestions
POST/api/v1/ai/suggestions/{id}/accept
POST/api/v1/ai/suggestions/{id}/reject
POST/api/v1/ai/scan-bill