DELIVERED PROJECT · ANONYMISED CLIENT
RAG, ERP & chatbot · Accounting training
Accounting training — RAG assistant
Make accounting knowledge accessible from the tools people already use.
AI scoping, document pipeline, retrieval, interfaces and ERP integration
Solo engagement, from corpus preparation to integrating the chatbot into the business environment.
01 / The need
The need
Knowledge was spread across many resources. The objective was to retrieve a useful answer within the working context while retaining links to source documents.
A RAG system providing access to training content through a dedicated interface, the company ERP and a chatbot.
02 / What was delivered
What was delivered
- 01Content preparation and indexing
- 02Semantic search and contextual answers
- 03User interface and chatbot
- 04Service integration within the ERP
03 / Functional architecture
Functional architecture
A chain designed around usage, data and operating constraints.
- 01
Corpus collection, cleaning and chunking
- 02
Semantic or hybrid indexing and retrieval
- 03
Answer generation with source citations
- 04
Shared service for the interface, chatbot and ERP
04 / Expertise applied
Expertise applied
- Document corpus preparation
- RAG architecture and hybrid retrieval
- Sourced and auditable answers
- Integration into an existing ERP
05 / Operational outcome
