Smart Source Elevate

Private AI for the systems you already use

A private AI layer on top of an existing system – for example an ERP, intranet or ticketing system. Employees describe what they want to achieve, and Elevate performs controlled, authorized actions. Permissions, approval points and logging govern what the AI layer may do.

Private AI – no public LLM service Permission-controlled 🇸🇪 Runs in a Swedish data center

What is Smart Source Elevate?

Elevate connects a private language model to your existing systems via their APIs – with your permission model as a hard boundary. The difference from a chatbot: a chatbot answers questions, Elevate performs authorized actions in your systems.

Natural language

Ask and instruct in plain language

Employees describe what they want to achieve in everyday language – no training in system interfaces, no macros, no exports to Excel.

Authorized actions

The AI acts – within your rules

Every action is performed via the systems' APIs. Actions are checked against the user's permissions and the rules defined for the integration.

Existing systems

No rip-and-replace

Elevate sits on top of what you already have – ERP, ticketing, finance systems. No migrations, no new master data.

Why private AI

Built for control and traceability

  • No data to public AI services – the model runs in your controlled environment or a Swedish data center per the agreed architecture
  • Full traceability – every question and action is logged for audit
  • Support for your GDPR and NIS2 work – data processing stays within your contractual structure

Value from your own data

  • The AI knows your business – it works against your actual data, not generic internet knowledge
  • Shorter lead times – routine tasks that took minutes take seconds
  • Lower barrier to entry – new employees become productive in your systems from day one

How does Elevate work in practice? Three scenarios

Illustrative examples of workflows before and after. The figures are illustrative – not guaranteed results. Actual outcome is measured in the pilot against your own baseline.

Scenario 1: "Show me all orders in December"

Before Elevate
  1. Open the ERP system
  2. Navigate to "Orders"
  3. Set the filter to month = December
  4. Wait for the list to load
  5. Review 47 orders manually
Time: ~10 minutes
With Elevate
  1. Type: "Show all orders in December"
  2. Elevate interprets the question and builds a query against the ERP API
  3. The result appears in 2 seconds
Time: ~20 seconds
In the example: clearly faster handling – time otherwise spent on navigation and filtering is freed up. Actual outcome varies.

Scenario 2: "Create an invoice for order 12345"

Before Elevate
  1. Open ERP → "Orders" → search for order 12345
  2. Open the invoicing module
  3. Fill in order number, customer data, amount, VAT rate
  4. Double-check everything (risk of wrong VAT or wrong address)
  5. Click "Create"
Time: ~3–5 minutes · Mistakes: common → manual rework
With Elevate
  1. Type: "Create an invoice for order 12345"
  2. Elevate reads the order, customer data and VAT rate from the source
  3. Elevate asks: "Create an invoice for SEK 15,000 to [customer], VAT 25%?"
  4. You approve – the invoice is created
Time: ~45 seconds incl. approval · Fewer input errors (measured in the pilot)
In the example: faster invoicing with fewer input errors because data is read from the source. Elevate does nothing irreversible without your approval.

Scenario 3: "Which customers haven't paid in 60+ days?"

Before Elevate
  1. Open CRM → customer statistics
  2. Export all invoices to Excel
  3. Filter on "unpaid" and "> 60 days"
  4. Sort and summarize
  5. Email the list to accounting
Time: ~30 minutes · Result: a static list from yesterday
With Elevate
  1. Type: "List all unpaid invoices over 60 days"
  2. Elevate runs a live query against CRM + finance system
  3. Answer in 5 seconds: "23 unpaid invoices, totaling SEK 487,000"
  4. Follow-up command: "Send a reminder to all 23"
Time: ~1 minute incl. analysis + action · Always current data
In the example: a recurring monthly task becomes a couple of commands with always-current data. Actual time saved is measured in the pilot.

What it looks like for the user

Scenario 3 in practice – a finance assistant works with the business system without opening it.

YOU
Show all unpaid invoices from Q2 due within 10 days, and send a reminder to the customers with more than 30 days overdue.
AI
I found 14 unpaid invoices due within 10 days. 3 customers have invoices more than 30 days overdue: Acme AB (42 days), Norrfrakt AB (35 days), Belysia AB (31 days). Shall I send a payment reminder using your standard template to these three?
YOU
Yes, send them.
AI
Done. 3 reminders sent and logged in the accounts receivable ledger. The action is traceable under your user ID.

Architecture & security

Four principles make Elevate something other than "a chatbot against a public API".

Private AI execution

The model runs in a controlled environment – not in US cloud

The language model runs in your controlled environment or on a dedicated GPU in our Swedish data center per the agreed architecture. Prompts, customer data and responses do not pass public AI services. Data flows and any external dependencies are documented before go-live.

MCP integration

Open standard that reduces dependence

Integrations are built on MCP (Model Context Protocol) – an open standard for connecting AI to systems. It can make integrations more reusable and reduce dependence on a single AI provider.

Checkpoints

Sensitive actions require approval

Reads happen immediately, but actions that create, change or send something are confirmed by Elevate first: "Shall I do this?". You define which actions require approval – and which may happen automatically.

Logging

Everything is traceable

Every question, every answer and every action performed is logged with user ID and timestamp. The audit trail shows exactly what Elevate did for whom – audit-ready documentation for GDPR and NIS2.

Which systems can Elevate connect to?

Systems with documented APIs are often possible to integrate. We assess authentication, permission model, license terms, read and write support, data model and technical limitations before a pilot.

Standard systems

  • ERP – SAP, Visma, Monitor, Fortnox and more
  • CRM – Salesforce, Pipedrive, HubSpot, Lime and more
  • Intranet & documents – SharePoint, Confluence, file servers
  • Ticketing – Jira, ServiceNow, Zendesk and more

Custom-built systems

  • REST/SOAP/GraphQL APIs – we build the MCP connector against your API
  • Database access – read queries directly against your database where no API exists
  • Legacy systems – often reachable via existing integration layers

What is required for Smart Source Elevate?

The prerequisites are fewer than you think – we help you through every step.

Technical prerequisites

  • An existing system with a documented API – ERP, CRM or line-of-business system
  • Access to the system's authentication and role model
  • GPU resource – included in our data center, discussed during the pilot
  • At least 4 weeks of pilot commitment to measure value

Organizational prerequisites

  • A named pilot owner on your side
  • A well-defined workflow to automate – not "all AI everywhere"
  • Willingness to measure before/after – time, errors, knowledge dependency

Pilot cost

We always start with a well-defined pilot – so that value can be measured before you scale. After the pilot, you move to a monthly cost for running the AI layer (GPU cost depends on inferencing load – determined during the pilot).

Next steps after the pilot

  • Expansion to more workflows in the same system
  • Or transition to other systems in your environment
  • Ongoing operation of the AI layer as part of the operations agreement

Requirements in detail

What's needed to get started – we help you through every step.

API access Your systems need to have APIs (REST/SOAP/GraphQL) or database access that Elevate can integrate with
Permission model Existing user directory (AD/Entra ID or equivalent) to map actions to the right permissions
GPU capacity A dedicated GPU in our Swedish data center is included in the service – alternatively on-prem at your site if you have your own GPU hardware
Pilot scope We recommend starting with 1–2 systems and a limited user group, expanding thereafter

How the pilot works – 8–12 weeks

One system, one workflow, measurable results. No "AI transformation" – a well-defined project with a clear end.

Metric 1

Time per task

Minutes before vs. after, per workflow. The goal is measurably shorter time for query and data-entry workflows – actual outcome is measured in the pilot.

Metric 2

Error rate

Share of tasks requiring rework. When Elevate reads from the source system instead of someone transcribing, it reduces the risk of input errors.

Metric 3

Knowledge dependency

How many on the team can perform the task? With natural language as the interface, the dependency on "the person who knows the system" disappears.

Frequently asked questions about private AI

Is our data sent to OpenAI, Microsoft or Google?

Elevate does not use public AI services for prompts, customer data or responses in the agreed standard architecture. The model runs in your controlled environment or on dedicated capacity in our Swedish data center. The exact data flows, operating location and any external dependencies are documented and approved before deployment.

Can the AI do things the user isn't allowed to do?

Actions run through the system's defined integrations and are checked against the user's permissions and rules. A correctly configured integration limits what the AI layer can do; the scope is set and tested together with you.

What happens if the AI suggests something incorrect?

Actions that create, change or send something require explicit approval before they are performed – you see exactly what will happen. Read queries do not change the source system but can still contain sensitive information or return incorrect answers. Reading is therefore also covered by access control, logging, testing and relevant data-protection measures.

How long before we see value?

The pilot group works live with Elevate from week 5. A full evaluation against the baseline is done after 8–12 weeks – with measured figures on time, errors and knowledge dependency, not estimates.

What GPU capacity is required – and what does it cost?

A dedicated GPU in our data center is included in the service and is sized during the pilot based on actual inferencing load. If you have your own GPU hardware, Elevate can also run on-prem at your site.

Do you need our migration or operations to use Elevate?

No. Elevate can connect to systems in your current environment – public cloud, on-premises or our data center. It does not require buying our migration or managed operations, but can be combined with them. Which parts run where is set by the agreed architecture.

Does it support our GDPR work?

When Smart Source AB processes personal data on the customer's behalf, the role as data processor is governed by a data processing agreement. Every question and action is logged auditably, which gives a clearer basis than employees pasting customer data into public AI tools. The final assessment depends on the actual processing and the division of responsibility.

See it live on your own type of data

Book a Workflow Review and we'll sketch a pilot setup for your specific systems – or start with a demo.

Book a Workflow Review
The foundation for Elevate

Managed EU Drift – secure operations that the AI layer builds on

Learn more →