Leo is the AI assistant inside Plentier ERP. Ask about stock, sales, payments or reports in plain English and get the figures in seconds. Send it a photo of a delivery note and it prepares the purchase receipt. Tell it a customer paid by M-Pesa and it records the payment. You approve every change.
Every screenshot below comes from Plentier ERP with demo data: a small shop selling groceries. Leo works the same way with your items, customers and suppliers.
Ask in your own words. Leo checks live stock in each store against the reorder levels set on your items and tells you what to restock.
Attach a photo or PDF of a supplier's delivery note. Leo reads the lines, matches them to your items and shows a draft purchase receipt with quantities, prices and the store.
Nothing is saved until you click. Documents start as drafts, and Leo asks before submitting them, showing the current document so you can check it one last time.
Tell Leo who paid, how much and the M-Pesa code. It prepares the payment against the right invoice, posts it to the M-Pesa account and shows what is still outstanding.
Ask how much you sold this week, who owes you money or which items made the most profit. Leo adds up your submitted documents or runs the standard ERPNext report and gives you the figures, invoice by invoice.
Not sure how to set up wholesale prices, a sales return or a new tax? Leo explains the steps in ERPNext, menu by menu, and checks your setup when that matters.
Leo is built on the same rules as the rest of your ERP. It cannot do anything the person using it couldn't do themselves, and it never finalises a document on its own.
Leo understands everyday language, so there are no commands to learn. A few examples from stock, sales, purchasing and accounts:
Choose a plan and pay online. Your private Plentier ERP is set up in minutes, with Leo switched on.
Import items, prices and opening stock from a spreadsheet, or ask Leo to add them one by one.
It sits in the bottom-right corner of every screen. Type a question, or attach a receipt.
Check Leo's preview, click Create, and decide when to submit. Your team works faster from day one.
New to Plentier ERP? See the ERP overview, the point of sale and our step-by-step guides.
Every Plentier ERP includes Leo, with a monthly usage allowance that covers normal daily use. Compare plans
For small businesses
KES 1,000/month
or KES 10,000 a year
For growing businesses
KES 2,500/month
or KES 25,000 a year
For established businesses
KES 5,000/month
or KES 50,000 a year
Leo is the AI assistant built into Plentier ERP. Open it from the Leo button in the corner of any ERPNext screen and ask in plain English about your stock, sales, purchases, payments, accounts or reports. Leo looks the answer up in your own ERP and replies in seconds, and it can prepare documents such as invoices, purchase receipts and payments for you to approve.
No. Leo works with the permissions of the person using it. Every lookup runs as that user, so ERPNext's own roles and restrictions decide what comes back. A cashier who cannot open sales reports in ERPNext cannot see them through Leo either.
No. Leo shows you a preview with the exact values first, and nothing is saved until you click Create. Invoices, orders, receipts and payments are saved as drafts. Submitting a draft, which posts it to your stock and accounts, is a separate step: Leo asks, shows the current document, and you click Submit yourself.
Customers, suppliers and items; quotations, sales orders, sales invoices and delivery notes; purchase orders, purchase receipts, purchase invoices and material requests; stock transfers, receipts and issues; and payments against invoices, including M-Pesa with its transaction code. It can also turn one document into the next the way ERPNext's Create menu does, for example a sales order into an invoice. Leo does not edit, cancel or delete documents.
Yes. Attach a photo or PDF of a supplier receipt or delivery note, or a CSV or Excel stock sheet (up to 5 MB). Leo lists what it read, matches each line to your items, asks when an item is unclear, and prepares a draft purchase receipt or stock entry for you to check.
Leo only quotes figures it has just read from your ERP and tells you which records they came from; it does not estimate stock or sales. Like any assistant it can misread a question, so check a preview before you approve it. Every number Leo gives can be confirmed in the matching ERPNext report.
Leo comes with Plentier ERP and is switched on for new ERPs automatically, with a monthly usage allowance per ERP that covers normal daily use. If your team needs more, talk to us.
Leo runs on a leading AI model (Anthropic's Claude or Google's Gemini) through Plentier's own business account. For each question, only the question and the records needed to answer it are sent to the model; your passwords and login sessions never are. Your ERP data stays in your own ERP database.
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