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Dino AI

An analyst, a clerk and a planner — built in

Ask questions about your business in plain language, let documents fill themselves in, and see next month before it happens.

What is Dino AI in Dino ERP?

Dino AI is the built-in AI layer of Dino ERP. Ask Dino answers questions using tools limited to each user’s permissions, document capture prepares drafts from invoices and statements, and forecasts and anomaly insights cover sales, demand and cash flow. You choose hosted or self-hosted models and set privacy modes.

Last updated · TechDino

Dino AI

Ask, summarize and draft

Ask Dino to answer a question, summarize accessible business context or draft a first-pass message in chat. Review generated text before using it.

  • Natural-language, permission-scoped record search
  • Source-linked answers from enabled knowledge sources
  • Chat-generated summaries and draft text

Dino AI

Agents that propose actions

Configure task-focused agents with permitted tools, run history and pending proposals; a person reviews each proposed change before it executes.

  • Agent definitions, schedules and run history
  • Pending-action approval inbox
  • MCP server and tool connections

Dino AI

Capture documents and forecast

Prepare invoice and statement drafts from uploaded documents, and forecast sales, demand, cash flow and AI model spend from company history.

  • Field-level document extraction
  • Sales, demand, cash-flow and model-spend forecasts
  • Drafts stay reviewable before posting

What's included

Everything in Dino AI

  • Permission-scoped Ask Dino chat and record search
  • Chat-generated summaries and draft text from accessible business context
  • Search over enabled, permission-checked knowledge sources
  • Role-focused AI agents with schedules and run history
  • Pending-action inbox and human approval
  • MCP tool-server connections
  • Document capture inbox
  • Sales, demand, cash-flow and AI model-spend forecasts
  • Forecast scenarios and accuracy views
  • Configurable hosted or self-hosted model providers
  • Privacy modes and PII controls

Works across every branch of your company, with role-based access, approvals, attachments, comments and a full audit trail on every record.

In detail

How Dino AI works

What is Ask Dino and what can it answer?

Ask Dino is a chat assistant that uses permissioned ERP tools to search records and answer questions about your business. It can also summarise retrieved results and draft or translate messages using facts you supply or Dino retrieves. Answers cite sources where available.

  • Search records across enabled modules
  • Starter prompts from supported record pages
  • Draft, rewrite and translate text
  • Source references where available

Can Dino AI search my company’s documents and knowledge?

Yes. Admins choose which supported sources are indexed, and knowledge search returns the relevant passages with citations. Results are re-checked against the user’s current permissions, and Ask Dino declines to answer when retrieved sources do not support one.

What do Dino AI agents do, and who approves their actions?

Agents are task-focused assistants that can query permitted ERP data, delegate to specialist agents and use built-in, custom or MCP tools. They run manually, on a schedule or on events, with a visible run history. Any ERP change an agent proposes waits in an approval inbox until a person approves or rejects it.

  • Each run uses the initiating user’s permissions
  • Manual, scheduled and event-triggered runs
  • Pending actions need human approval

How does document capture work for invoices and receipts?

You drop or e-mail supplier invoices, receipts, delivery notes and bank statements into the capture inbox. A vision model extracts the fields, Dino matches suppliers, products and purchase orders, and prepares a draft. Nothing is posted without your approval, and learning from your corrections is opt-in.

What forecasts and insights does Dino AI provide?

It forecasts sales and orders from posted invoice history, product demand from deliveries, cash flow from open receivables and payables, and AI usage cost. Sales and demand views show the method and uncertainty range. Anomaly insights surface outliers in supported operational data and link to the source records.

How do the privacy modes and PII redaction work?

There are three modes. Standard allows eligible providers, Strict limits routing to zero-retention or self-hosted models, and Air-gapped allows self-hosted models only. PII redaction applies to supported text requests and is best-effort for items such as e-mail addresses, phone numbers and tax IDs. Document images sent to vision models are not redacted.

  • Standard, Strict and Air-gapped modes
  • Redaction is best-effort on text requests
  • Document images are not redacted
  • Free-tier models can be blocked by policy

Which AI models and providers can I use?

You can connect OpenAI, Anthropic, Google Gemini, Azure OpenAI, Mistral, Groq, OpenRouter or Hugging Face, or run Ollama, vLLM, LM Studio or any OpenAI-compatible server yourself. Models are assigned by task, and usage is metered against budgets and alerts.

FAQ

Dino AI: questions buyers ask

Does Dino AI include a model, or do I need my own API key?

You connect your own provider account or a self-hosted model server. Dino ERP does not bundle model access, so costs are billed by your provider or are your own hardware.

Can it run fully on our own servers?

Yes, with a self-hosted model such as Ollama, vLLM or LM Studio and the Air-gapped privacy mode, which allows self-hosted models only.

Can Ask Dino see data a user is not allowed to see?

No. It uses the asking user’s permissions, and knowledge search results are re-checked against current permissions.

Will the AI post invoices or change records by itself?

No. Document capture produces drafts, and agent-proposed changes wait for a person to approve them.

Is personal data removed before requests go to a model?

Redaction applies to supported text requests and is best-effort for e-mail, phone numbers and tax IDs. It is not a guarantee, and images are not redacted, so use Strict or Air-gapped mode with approved models for sensitive files.

Can I cap AI spend?

Yes. Usage is metered per model with budgets and alerts, and a forecast projects AI usage cost.

See Dino AI in a live demo

See Dino ERP in a live demo, then get a one-time quotation for your scope. Hosted on your server, under your brand.