Data · AI · Enterprise software integration

Data, AI and automation,
built into the software
you already run.

Ergatia is a data and AI integrator for mid-sized companies. We connect your ERP, CRM and cloud, build the reporting your managers rely on, and put AI agents to work in your processes, with people approving the exceptions.

Reference architecture Your systems Odoo ERP · CRM · E-commerce · Files Data platform Pipelines · Warehouse · Governance AI layer Claude · OpenAI · Gemini · Guardrails Decisions & actions Dashboards · Alerts · Automations Human approval on exceptions Actions and results are written back to your systems Your systemsOdoo ERP · CRM · E-commerce · Files Data platformPipelines · Warehouse · Governance AI layerClaude · OpenAI · Gemini · Guardrails Decisions & actionsDashboards · Alerts · Automations Exceptions go to a person. Results flow back to your systems.
Reference architecture: your systems feed one data platform, AI reads it and acts on it, and results are written back, with people approving the exceptions.

Platforms and software we integrate

  • Cloudflare
  • Microsoft Azure
  • Microsoft 365
  • Power BI
  • AWS
  • Google Cloud
  • BigQuery
  • Odoo
  • Shopify
  • Supabase
  • Vercel
  • dbt
  • Airbyte
  • Anthropic Claude
  • OpenAI
  • Google Gemini
  • Azure OpenAI
  • Cloudflare Workers AI
  • Open-weight models
  • Cloudflare OS
  • AI Gateway

Vendor names and marks belong to their respective owners. Ergatia is an independent integrator.

What we build.

Four things a mid-sized company gets from us. Each one connected to the others, and to the software you already run.

  • Data platform and BI

    One reliable source of truth: pipelines from your ERP, CRM and e-commerce into a governed warehouse, and dashboards your managers actually open. Power BI, Looker Studio or our own console.

  • AI inside your reporting

    Ask your numbers questions in plain language, get anomalies flagged before month end, and receive written summaries per team. Models from Anthropic, OpenAI or Google, behind your own guardrails.

  • Process automation with agents

    Order intake, supplier invoices, support triage, back-office routines: agents that read, check, act in your systems and log every step. People approve the exceptions.

  • Enterprise software integration

    Odoo implementations and connectors, Microsoft 365 and Azure, Shopify, APIs and event flows between systems, and migrations away from spreadsheets and manual hand-offs.

Cloudflare OS, deployed and run by us.

Cloudflare’s open-source operating layer for apps, agents and data at the edge. We deploy it in your own Cloudflare account, extend it with our own gadgets and operate it for you.

  • Your account, your data

    Every instance runs in your Cloudflare account: your identity, your data, your bill. Nothing sits on our infrastructure, and you can take it over at any time.

  • Zero Trust from day one

    Single sign-on, per-team data boundaries and gatekeepers in front of every gadget and agent, so finance sees finance and sales sees sales.

  • One gateway for every model

    AI Gateway in front of Claude, OpenAI, Gemini and Workers AI: one place for keys, rate limits, logs and cost, and the freedom to switch models without touching your apps.

  • Our gadgets on top

    Sales, finance and purchasing BI, document flows and agent consoles, built once as templates and deployed per client on top of your data platform.

Built on Cloudflare. Ergatia is an independent integrator, not affiliated with or endorsed by Cloudflare.

One team. Four services.

From first assessment to running systems. Each engagement is scoped in a written proposal, no price lists, no packages.

Data & AI strategy

We map your systems, data and processes, and decide where BI, automation and AI agents pay off first. Output: a roadmap and a target architecture you can budget.

  • Discovery workshops and systems inventory
  • Data and AI roadmap with priorities
  • Platform selection: Cloudflare, Microsoft, AWS, Google Cloud
  • Cost and risk assessment before any build

Build & integration

Pipelines, warehouses, dashboards, agents and connectors, built and wired into Odoo, Microsoft 365, Shopify, CRMs and ticketing through governed APIs and event flows.

  • Odoo, ERP and CRM connectors
  • Pipelines, warehouse and BI models
  • Agents with human approval flows
  • Migration away from manual or spreadsheet processes

Security & compliance

Zero Trust access, secrets management, data residency and audit trails are designed in from the first sprint. We keep your data and AI aligned with GDPR and the EU AI Act transparency duties.

  • Zero Trust access and identity
  • Data residency and retention policies
  • AI Act Art. 50 transparency, GDPR records
  • Guardrails, rate limits and audit logging

Managed operations

We run what we build: pipelines, dashboards, agents and Cloudflare OS instances, with monitoring, updates and a monthly improvement backlog. Managed Odoo included.

  • Monitoring and incident response
  • Managed Odoo hosting, upgrades and backups
  • Managed Cloudflare OS instances
  • Monthly reporting and improvement backlog

How we work.

A fixed sequence, written down, so you always know what happens next.

  1. Discovery

    Interviews, systems inventory, data flows. Output: a written assessment of where data, automation and AI pay off, with options and effort ranges.

  2. Design

    Architecture, data model, integration contracts, security model, acceptance criteria. Output: a design you could hand to anyone.

  3. Deploy

    Build the platform, the reports and the agents, integrate, test with your team, go live in stages. Output: systems running with documentation and hand-over.

  4. Support

    Monitoring, updates, incidents, improvements. Output: a monthly report and a prioritised backlog.

What an engagement looks like.

Two illustrative engagements showing how our work fits into a company. Representative scenarios, not client data.

Illustrative example

Sales and finance BI with an AI assistant

Distribution · Odoo + Shopify → BigQuery → Power BI

Orders, invoices and stock from Odoo and Shopify land in one governed warehouse every hour. Managers get dashboards for sales, margin and cash, and an assistant that answers questions from the same numbers.

  • One source of truth for sales, margin and cash
  • Month-end reporting prepared automatically
  • Managers ask questions in plain language
Illustrative example

Order-intake agent connected to Odoo

Distribution · Odoo + Cloudflare OS

Email and WhatsApp orders parsed by an agent, validated against stock and pricing in Odoo, and confirmed back to the customer. Humans approve exceptions only.

  • Manual order entry limited to exceptions
  • Confirmation time from hours to minutes
  • Full audit trail per order

A small, senior team.

Data engineers, integrators and AI engineers. You talk to the people who build it.

Ergatia is an independent data and AI integrator registered in the United States, working with mid-sized companies in Europe and the Americas. We design, build and run the data platforms, reporting and AI agents inside our clients’ systems, and stay to operate them.

Miami, FL (registered office) · Europe (delivery team)

Let’s put your data and AI to work.

Tell us what you run, what you report on today and what you want to automate. We usually reply within two business days with a first read and, if it fits, a proposal for a discovery phase.

Or write directly
info@ergatia.com

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