Smart Source Elevate

Smart Source Elevate: AI for your existing systems

A private AI layer on top of your business systems. Your employees write what they want to achieve – the AI performs authorized actions in your systems. Your data never leaves your control.

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 with the user's own permissions. The AI can never do more than the user is allowed to do.

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

Compliance without compromise

  • No data to public AI services – the model runs on a dedicated GPU in a Swedish data center
  • Full traceability – every question and action is logged for audit
  • GDPR & NIS2 friendly – 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

Real workflows, measured before and after. The figures are typical results from pilot measurements.

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
Result: 95% faster. Over a month = 2–3 hours saved per employee.

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 · Mistakes: close to zero
Result: 90% faster, close to zero errors. 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
Result: 30 minutes saved per day for a finance function = approx. 130 hours per year.

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 inferencing

The model runs in our data center – not in US cloud

The language model runs on a dedicated GPU in our Swedish data center. No prompts, no customer data and no responses pass through OpenAI, Anthropic, Google or any other public AI service. Your data never leaves Swedish jurisdiction.

MCP integration

Open standard, no lock-in

Integrations are built on MCP (Model Context Protocol) – an open standard for connecting AI to systems. Each integration becomes a reusable component, not a proprietary one-off you're stuck with.

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?

The basic rule: if the system has an API, Elevate can work with it.

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. Typical result: 90–95% faster for query and data-entry workflows.

Metric 2

Error rate

Share of tasks requiring rework. When Elevate reads from the source system instead of someone transcribing, errors approach zero.

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?

No. The model runs on a dedicated GPU in our Swedish data center. Prompts, data and responses never leave the data center – no public AI service is involved at any stage.

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

No. Every action is performed via the systems' APIs with the logged-in user's own permissions. Elevate can never see or do more than the user – the permission model is a hard technical boundary, not a policy rule.

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 are risk-free, and everything is logged traceably per user.

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.

Is this GDPR compliant?

Yes. We act as data processor under a DPA, data processing takes place in Sweden, and every question and action is logged auditably. It's often easier to defend in an audit than employees pasting customer data into public AI tools.

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 →