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The agent
The system

Make Microsoft Copilot act in Legacy ERP — safely

Microsoft Copilot reasons and orchestrates beautifully — but your legacy ERP has no API, no vendor, and no patience for connectors. Upware bridges that gap with governed, audited execution directly in the system's own screens.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Microsoft Copilot stops at the Legacy ERP boundary

Copilot is strong across Microsoft 365 and connector-reachable apps, but acting in legacy, on-prem, or API-less systems needs a governed execution layer underneath.

Three ways to close it

Only one is governed

Microsoft Copilot alone
Acts in Legacy ERPNo
Governedn/a
Auditedn/a
Custom API glue
Acts in Legacy ERPSort of
GovernedYou build it
AuditedYou build it
Microsoft Copilot + Upware
Acts in Legacy ERPYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

Copilot posts a journal entry, no API needed

A finance controller asks Microsoft Copilot to post an accrual entry against a cost center that closed a project over budget. Copilot understands the request and routes it to an Upware Action Skill. Upware's on-prem bridge — outbound-only, no inbound firewall changes — replays the exact screen sequence the controller would have typed: opens the journal entry screen, populates fields, and routes the entry into the ERP's approval queue, all deterministically. Every field touched, every approval triggered, and the final posting reference are captured in a full audit trail. The action is policy-bounded by RBAC so only authorized roles can trigger it, satisfying SOX controls without a single custom API or vendor call.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Our legacy ERP has no API and the original vendor is gone. Can Upware actually automate it?
Yes — this is precisely what Upware is built for. Instead of relying on an API, Upware records a human performing the workflow directly in the ERP's screens, capturing UI events, web requests, and screen state. That recording is turned into a deterministic Action Skill that replays the same steps exactly. No API, no vendor cooperation, no reverse engineering required.
How does the on-prem connection work, and will our security team approve it?
Upware uses an outbound-only on-prem bridge — the client on your network initiates connections to the Upware cloud; nothing inbound opens on your firewall. Actions execute locally, inside your perimeter, so sensitive financial data stays on-prem. The architecture is designed specifically for environments where inbound access is a non-starter, which is common in regulated industries.
We're under SOX. How does Upware handle audit and access control for financial transactions?
Every action Upware executes — every field written, every screen navigated, every approval routed — is logged in a tamper-evident audit trail tied to the requesting user and agent session. Access is governed by RBAC policies you define, so only the right roles can trigger financial actions. This gives your auditors a clear, queryable record of what happened, who authorized it, and when, without relying on ERP-native logging that legacy systems often lack.

Connect Microsoft Copilot to Legacy ERP

See a governed action go from recorded workflow to live in days.

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