Work the assistant can create, assign, and move — as you.
Tasks, projects, services, approvals, and scheduling the assistant can create, assign, and move — using the same role, modules, and grants the prompting user already has in the workspace.
Here is your Q3 summary. Revenue is up 12.4% on last quarter while expenses fell 3.1%, so net margin rose to 47.7%.
Q3 2026 performance
Live from your records · just now
Q3YTD
Revenue+12.4%
$184,320
Expenses−3.1%
$96,410
Net margin+6.0 pts
47.7%
Revenue vs expenses
RevenueExpenses
$80K$60K$40K$20K$0K
52.4
Jul
61.8
Aug
70.1
Sep
Top clients
Share of revenue
1AC
Acme Corp$42,000
22.8%
2NT
Northwind Traders$28,450
15.4%
3HL
Harbor Logistics$21,300
11.6%
4BS
Bluebird Studio$14,900
8.1%
Revenue grew every month this quarter. September was the strongest month at $70.1K.
Northwind Traders has one overdue invoice, INV-2026-0417 for $4,850.00. Want me to send them a reminder?
Send reminderCompare with Q2Break down by service
Reply to Agaro Agent…
AttachAction on Accept
The agent can only see and change what you can. Every action is recorded in the activity log.
Requests · Acme IndustriesAssistant · confirm to create
Draft
Confirm
Work requests · 12 September 2026
Acme AdminReviewing…
Capabilities
What this module actually does inside Agaro ERP.
01
Tasks with owners and states
Every task carries an owner, a state, a due date, and a project. Creating one from a prompt calls the same server action the button calls.
02
Projects and templates
Projects group the work and templates start it the same way every time, both reading the customers and services the workspace already holds.
03
Services catalog
The services you sell are records — priced, delivered, and invoiced from the same catalog finance reads when it issues the invoice.
04
Approvals
Approval steps live on the task surface. Work that needs a decision waits for a person, and the wait is visible to everyone who cares about it.
05
Scheduling
Bookings, calendars, and event types line up with the people who have to do the work, instead of a scheduling tool nobody reconciles.
06
The assistant does the moving
Assign, reschedule, close, or reopen by asking. The assistant performs it with the prompting user's role, modules, and grants — and nothing more.
Specifications
Engineered to a standard, not a slogan.
Data model
Task, project, service, approval
Work records reference the customers, employees, and services already in the workspace instead of duplicating them.
Permissions
Role, modules, and user grants
Assignment, approval, and closure are separate authorizations, enforced on the server for people and for the assistant.
Assistant access
Same authority as the user
A user who cannot reassign a task cannot obtain that ability by asking for it in a prompt.
Engines
Workflow and approval engine
Approvals, scheduled work, and state transitions run through one engine, so a paused step is a real state, not a convention.
Audit
Activity history per record
Creation, assignment, approval, and closure are recorded against the acting identity on the task itself.
Extensibility
Custom fields and records
Delivery models that do not fit the default shape get their own fields and records through the module builder.
Frequently Asked Questions · Projects & Tasks
What teams ask about Projects & Tasks before they move their operations.
Yes, within your authority. Ask it to open a project for the Harbor Logistics rollout, break it into tasks, assign owners, and put the kickoff on the calendar, and it creates real records through the same actions the interface calls. It runs as you — same role, same module access, same user grants, same workspace — so it can assign to the people you could assign to and touch the projects you could touch. Scheduling, services, and approvals sit in the same module, so a task, the service it bills against, and the meeting that starts it are one connected set rather than three tools. Every creation and assignment is written to the record's activity history under your identity, which means handing the setup work to a prompt costs you none of the record of who did what.
Yes. Approvals are actions with permissions attached, and the assistant inherits permissions rather than holding any. If an approval belongs to a manager and you are not that manager, the request is refused at the access stage — before data is resolved, before anything is drafted. If the approval is yours, the assistant can bring it to you with the context already resolved: what is being approved, the record behind it, what happens next. Confirmation for anything that commits or delivers stays with the person. The rule is deliberately blunt: if the user cannot perform an action, the assistant cannot perform it, and no service account, elevated mode, or model permission quietly widens that. One permission model covers people and AI, so the approval chain you designed is the chain the assistant works inside.
Through the connected record, not through exports. Time logged against a task is a work entry, and work entries are inputs the payroll engine reads when it calculates the register for a locked period. Services delivered on a project attach to the order and the invoice the finance engine issues, with the stored price and terms already on the record. So the same hour can be reflected in what an employee is paid and what a customer is billed without anyone re-keying it into a second system, and both sides carry the trail of where the number came from. It also gives the assistant real ground to stand on: asked what is unbilled on a project, it reads actual tasks, entries, and invoices in the workspace rather than estimating from a description.
No. It acts on what you asked for, and it asks when a request could mean more than one thing — two projects with similar names, an owner who is not on the project, a task that is already closed. The path is the same every time: prompt, identity, access, resolve data, engine, action, audit. The model selects an action; Agaro validates it and decides whether it executes. Anything that changes a record is written with your identity and the time, so an unintended change is visible immediately rather than discovered a month later. And the boundary above all of it still holds: the assistant reaches only the projects your role, module access, and grants already reach, inside your workspace. Nothing it does is invisible, and nothing it does exceeds what you could have done by hand.
Agaro ERP is an AI native ERP from Agaro Technologies LLC, built so the software can do the work rather than only record it. It covers finance and invoicing, HR and payroll, CRM and leads, marketing, inventory and supply chain, projects and tasks, an app and website builder, a module builder, agency mode, and the AGARO Assistant — one connected workspace instead of a stack of tools that have to agree with each other. ERP has always held the facts: the customer, the price, the hours, the contract, the approvals. Someone still had to find the records, calculate the result, push the buttons, and reconcile what happened. Agaro closes that gap by giving the assistant the same authority the prompting user has and keeping deterministic engines in charge of money, pay, and stock. It is launching soon.
It does not decide; your access does. The prompting user is the identity and their workspace is the data boundary, and the assistant inherits all of it: same role, same module access, same user grants, same model permissions, same workspace. If the user cannot perform an action, the assistant cannot perform it. Every prompt follows one path — prompt, identity, access, resolve data, engine, action, audit — and access is checked before any record is read, so a request outside your permissions stops before data is resolved rather than being declined politely after the fact. The model's role is narrow by design: it selects an action, and Agaro decides whether and how that action executes. Anything that commits or delivers is presented for confirmation, and everything that happens is recorded under your identity in your workspace's audit history.
It means no route from a model to your data skips the business logic. The product interface, the AI assistant, the API, and MCP all resolve to a signed in actor with a workspace, role, modules, and model permissions, then pass through one shared action layer where input validation, authorization, the transaction, and the activity log happen. Only then do the finance, payroll, inventory, CRM, and workflow engines run, against workspace isolated PostgreSQL data and audit history. A button click and an assistant tool call reach the same guarded business logic. Practically, that is why the model never calculates an invoice total, a payroll register, or a stock quantity: the engines do, deterministically, and the same request produces the same result whichever route it arrived on. Same identity, same controls, same business actions, one audit trail.
Agaro ERP is launching soon. We are not publishing a date, because the parts that have to be right — the finance and payroll engines, the single stock-write path, the permission model binding the assistant to the user — are the parts worth finishing properly rather than shipping to a calendar. Early access is by talking to us. Tell us what you run today, which modules matter first, and whether you operate one business or a portfolio of client businesses through agency mode, and we will tell you plainly whether Agaro fits and when. If it does not fit yet, we would rather say so than take the signup. You can sign up on agaro.ai to be told when it opens, or reach Agaro Technologies LLC directly at info@agaro.ai or +1 (571) 278-8979. The company is based in Brambleton, Virginia.
The AGARO Assistant can do anything the prompting user can do. It is not a search box or a summarizer bolted onto a report screen — it creates and updates records, runs workflows, and completes transactions inside the ERP. Ask it to invoice a customer and it resolves the real customer, the catalog item, the stored price, the workspace currency, tax, and payment terms, then calls the finance engine to validate the request, calculate totals, allocate the invoice number, create the invoice, and commit the journal. It can create and assign tasks, move projects, prepare a payroll run, raise a purchase, or record a stock movement, each through the same server action a person triggers by clicking. When something is missing it asks. When an action needs confirmation, such as sending a document to a customer, it presents that action and waits for you.
Yes. Agaro ERP has full role-based access control (RBAC) and attribute-based access control (ABAC). Essentials includes role-based access with 5 fixed roles: Super Admin, Manager, Employee, Developer, and Viewer. The Scale plan adds custom access groups with inheritance, access levels for each module, separate read, write, create, and delete rights for each type of data, menu visibility, record rules that limit which records a person can see based on attributes like owner, team, or company, and field-level security that hides sensitive fields such as salaries. The same rules apply everywhere: in the app, through the API, over MCP, and to the AGARO Assistant. The assistant acts with the exact permissions of the person prompting it, so it can never see or change more than that person can. Downgrading a plan never widens anyone's access.
Get early access to Projects & Tasks
Agaro ERP is launching soon. Tell us how you run this part of the business today and we will show you how the assistant runs it inside Agaro.