Connect your ERP environment to Perplexity and ask your accounts questions in plain language. From ledger costs to looking up sales relations, you ask and Perplexity pulls it straight from your ERP. The connector works on Perplexity Pro, Max and Enterprise.
Do you want to connect your ERP to Perplexity? With Perplexity Pro, Max or Enterprise you add the connector in just a few minutes. After that you query your ERP environment in the chat and get answers from your live figures.
Below you can read how to connect Perplexity to your ERP, which questions you can ask and what to watch out for. Are you looking for the general explanation, separate from an AI tool? You will find it in How does the iWeb AI Connect connector work?
Does Perplexity work with your ERP?
Yes. Perplexity works with your ERP through iWeb AI Connect, a connector based on MCP (Model Context Protocol), the open standard that connects AI with your own software. You add the connector as a custom connector. You do not log in through your ERP itself, you fill in the details of your ERP environment on the connector page of iWebDevelopment. This works on Perplexity Pro, Max and Enterprise.
Connecting your ERP to Perplexity, step by step
This is the connector link you add to Perplexity:
https://mcp-afas.iwebdevelopment.com
Requires Perplexity Pro, Max or Enterprise. On a free account you cannot add your own connector. Are you using Enterprise? Then an administrator first has to allow members to add custom connectors themselves, which is off by default.
1Go to Account settings and choose All settings → Connectors.
2Click + Custom connector in the top right and choose Remote.
3Give the connector a name (for example iWeb AI Connect) and paste the connector link into the server URL field.
4Tick the box to confirm you understand that custom connectors can carry risks and click Add.
5Click the connector to connect. You are redirected to the connection page of iWebDevelopment. Enter the details of your ERP environment and connect. You only have to do this once.
6In the chat, click the + (Connectors and sources), switch on iWeb AI Connect and ask your question.
Tip: is the connector already set up but you are not getting an answer from your figures? Check that iWeb AI Connect is ticked under the + menu before you ask your question. If you work in an Enterprise workspace or a Project, reconnect the connector there, because a connector from your personal account is not carried over automatically.
What can you ask Perplexity about your accounting?
As soon as the connector is active, you query your ERP administration directly. Perplexity finds the answer in your figures and can, after your approval, also prepare something for you. A few examples:
"Which sales relations generate the most revenue this year?"
"Which payments are not yet connected to an invoice?"
"Look up the outstanding items of a specific debtor."
"Prepare a draft credit note for sales relation X."
Looking up and preparing, then, with you at the controls: an action is first drafted as a concept and only processed in your ERP after your approval. What is possible depends on the rights you grant the App Connector. You will find the complete overview of what the connector can do in How does the iWeb AI Connect connector work?
Is the connector with Perplexity secure?
Your accounting data stays in your ERP. Through the rights on the App Connector you decide precisely which data Perplexity may view and which actions are allowed; you do not share your password with the AI tool. You can revoke access again whenever you want. Read more about security and privacy in the general connector article.
Prefer a different AI assistant?
iWeb AI Connect works with other assistants too. Prefer something else? Check out the instructions for Claude, ChatGPT, Microsoft Copilot or Gemini.
Frequently asked questions
You need Perplexity Pro, Max or Enterprise; you cannot add a custom connector on a free account. Once set up, the connector sits at account level and is available in all your conversations.
First check whether iWeb AI Connect is ticked under the + menu (Connectors and sources) before you ask your question. If you still get nothing back, check that the app connector in your ERP has been given the correct permissions.
Yes, Perplexity can for example prepare a sales invoice or credit note as a draft. It is only processed after you approve it, and only within the permissions you have granted the App Connector.
No. You enter your ERP environment details once on the connector page of iWebDevelopment, not in Perplexity itself. Through the permissions on the App Connector you decide which data the AI may view and which actions are allowed.
You can try the connector free for the first 30 days. After that you choose a suitable plan; contact iWebDevelopment for the current rates.
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