ai & digital transformation · private, role-based ai
Your company’s own AI. Private, role-based, connected.
We build a local LLM and AI agents for your company. Each person gets answers and actions for their role, your data stays secure, and the AI works with the ERP, CRM and tools you already use, plus Foxena’s own tools like Connex. Bring AI into your systems without pausing the business.
- your data stays in your control
- 100%
- less time on repetitive work [confirm]
- [30–40%]
- from kick-off to pilot [confirm]
- [4–6 wks]
- ready connectors for ERP, CRM and office tools
- 15+
Role-based AI · pick a role
One AI. The right answers for each role.
same assistant · different access
Company AI· signed in as Founder / CEO
How did we do this month compared to last month?
sources · ERP · CRM · Connex projects
Founder / CEO can see
- ✓ All sales and finance summaries
- ✓ Project status
- ✓ Team headcount
Blocked for this role
- ✕ Individual salaries in detail
- ✕ Personal HR files
Access follows the permissions already set in your ERP, CRM and HR tools. Every question is logged.
Company AI· signed in as Sales
Which leads should I call today?
sources · CRM · email
Sales can see
- ✓ Own leads and deals
- ✓ Product price list
- ✓ Proposal templates
Blocked for this role
- ✕ Company profit figures
- ✕ Other reps’ commissions
- ✕ Payroll
Access follows the permissions already set in your ERP, CRM and HR tools. Every question is logged.
Company AI· signed in as Accounts
Which vendor invoices are due this week?
sources · ERP (Tally / Zoho Books) · email
Accounts can see
- ✓ Invoices, POs and ledgers
- ✓ GST reports
- ✓ Vendor records
Blocked for this role
- ✕ Sales pipeline notes
- ✕ HR files
Access follows the permissions already set in your ERP, CRM and HR tools. Every question is logged.
Company AI· signed in as HR
Who has pending leave approvals?
sources · HRMS · Connex
HR can see
- ✓ Employee records
- ✓ Leave and attendance
- ✓ Policies
Blocked for this role
- ✕ Client contracts
- ✕ Bank balances
Access follows the permissions already set in your ERP, CRM and HR tools. Every question is logged.
Company AI· signed in as Operations
Which orders are at risk of delay?
sources · ERP inventory · orders
Operations can see
- ✓ Orders and inventory
- ✓ Supplier list
- ✓ Delivery status
Blocked for this role
- ✕ Salaries
- ✕ Board reports
Access follows the permissions already set in your ERP, CRM and HR tools. Every question is logged.
Company AI· signed in as Support
Summarise this customer’s history before I call.
sources · CRM · helpdesk
Support can see
- ✓ Customer tickets and history
- ✓ Help articles
- ✓ Order status
Blocked for this role
- ✕ Pricing margins
- ✕ Internal finance
Access follows the permissions already set in your ERP, CRM and HR tools. Every question is logged.
Time saved · estimate
What it could save your team.
estimated time back
301 hrs / month
About 1.9 full-time people’s worth of work, freed for higher-value tasks. Based on automating [35%] of repetitive work [confirm assumption].
Where it runs
Your data, your choice of where AI runs.
most private · in detail
On your own servers
Best for: Banks, hospitals, legal, manufacturing and anyone with strict data rules
- Your data
- Never leaves your building
- AI models
- Open models such as Llama, Mistral or Qwen [confirm]
- Hardware
- A GPU server we size and set up for you
balanced · in detail
Private cloud
Best for: Growing companies that want privacy without running servers
- Your data
- Stays in your private cloud account, in India
- AI models
- Open models or enterprise APIs with no training on your data
- Hardware
- No hardware to buy; monthly cloud cost
flexible · in detail
Hybrid
Best for: Companies with a mix of sensitive and everyday work
- Your data
- Sensitive data local, the rest in private cloud
- AI models
- A mix, routed automatically by sensitivity
- Hardware
- Smaller local server plus cloud
connects to your tools
Works with the tools you already use.
18 connectors shown
| Tool | Category | What the AI can do | Access | Status | Action |
|---|---|---|---|---|---|
| Tally Prime | ERP & accounts | Read ledgers, invoices and outstanding payments | Read | ● Ready | Ask: Tally Prime |
| Zoho Books | ERP & accounts | Invoices, expenses and GST reports | Read + write | ● Ready | Ask: Zoho Books |
| SAP Business One | ERP & accounts | Orders, inventory and finance | Read | ● Custom build | Ask: SAP Business One |
| Odoo | ERP & accounts | Sales, inventory and accounting | Read + write | ● Ready | Ask: Odoo |
| Salesforce | CRM | Leads, deals and account history | Read + write | ● Ready | Ask: Salesforce |
| HubSpot | CRM | Contacts, deals and email activity | Read + write | ● Ready | Ask: HubSpot |
| Zoho CRM | CRM | Leads, deals and follow-ups | Read + write | ● Ready | Ask: Zoho CRM |
| Microsoft 365 | Office & chat | Outlook, Teams, SharePoint and OneDrive | Read + write | ● Ready | Ask: Microsoft 365 |
| Google Workspace | Office & chat | Gmail, Calendar, Drive and Sheets | Read + write | ● Ready | Ask: Google Workspace |
| Slack | Office & chat | Ask the assistant inside your channels | Read + write | ● Ready | Ask: Slack |
| WhatsApp Business | Office & chat | Customer and team queries on WhatsApp | Read + write | ● Custom build | Ask: WhatsApp Business |
| PostgreSQL / MySQL | Files & data | Answer questions from your own database | Read | ● Ready | Ask: PostgreSQL / MySQL |
| Shared drives & PDFs | Files & data | Search contracts, SOPs and manuals (RAG) | Read | ● Ready | Ask: Shared drives & PDFs |
| Keka / greytHR | HR | Leave, attendance and employee records | Read | ● Custom build | Ask: Keka / greytHR |
| Freshdesk / Zendesk | Support | Tickets, customer history and replies | Read + write | ● Ready | Ask: Freshdesk / Zendesk |
| Connex | Foxena tools | Projects, tasks, approvals and company workflows | Read + write | ● Built in | Ask: Connex |
| Foxena products | Foxena tools | HealthOracle, RealitiSync, DineOS and others | Read + write | ● Built in | Ask: Foxena products |
| Your custom software | Files & data | Any tool with an API or database | Read + write | ● Custom build | Ask: Your custom software |
Don’t see your tool? If it has an API or a database, we can connect it. [Confirm the connector list you support today.]
built in, not added later
Your data stays yours.
Role-based access
People only see what their role allows.
Runs privately
On your servers or your private cloud.
No training on your data
Your data is never used to train public models.
Full audit log
Every question and action is recorded.
Tested by our security team
Prompt-injection and data-leak testing before go-live.
How it works
- Step 1
Discover
Find the tasks that waste the most time
- Step 2
Connect
Link ERP, CRM, files and Connex
- Step 3
Set roles
Who can see and do what
- Step 4
Pilot
One team, real work, [4–6 weeks]
- Step 5
Roll out
Company-wide, with training and support
Common questions
- What is a local LLM, and why does it matter?
- It is an AI model that runs on your own servers or private cloud instead of a public service, so your data never goes to a third party.
- Do we need to replace our ERP or CRM?
- No. The AI connects to what you already use and works on top of it.
- Can the AI take actions, not just answer?
- Yes. AI agents can create invoices, update CRM records, send follow-ups or raise purchase orders, always within the role’s permissions and with approvals where you want them.
- How does it work with Connex and other Foxena tools?
- Connex and Foxena products connect out of the box, so projects, tasks and approvals become part of what the AI can see and do.
book a demo
See your company’s AI in action
Tell us your tools and team. We will show a working demo on sample data shaped like yours within [1 week].
We never share your details.