BookWorks AI Assistant

Stop digging
for answers.
Just ask.

Meet the BookWorks AI Assistant — a powerful, secure, and private intelligence layer integrated directly into BookWorks ERP. Ask questions in plain English, generate reports instantly, and get step-by-step guidance without calling support.

Schedule a DemoData Security →
Private — your data never leaves BookWorksAI-generated reportsSoftware guidance 24/7
BookWorks AI Assistant
System Ready
How do I verify a new customer's credit limit?
AI SupportYou can verify and adjust credit limits under Accounts Receivable → Master Files → Customer Maintenance. The credit limit field is on the Billing tab. Want me to walk you through adding a credit hold instead?
Show me top 5 propane accounts by margin this week.
Data AnalysisAnalyzing your delivery history for this period…
AccountGalsMargin/G
Highland Farms2,400$1.24
Valley Logistics1,850$0.98
Petro-Care Inc.1,200$0.82
Ask a question or request a report…
0
Data sent to public AI models —
your data stays private
24/7
Software guidance available —
no support queue required
∞
Report variations — ask once,
export to Excel instantly
1
System — AI built into BookWorks,
not a bolt-on third party tool
What BookWorks AI Does

Three things your team
needs every day.

The BookWorks AI Assistant is built around the three most common friction points in a petroleum ERP operation — software questions, data access, and reporting.

💬

Instant Software Guidance

New hire? Complex workflow? Ask BookWorks AI where to find any screen, how to run any process, or what a field means — and get a step-by-step answer in plain English. No manual, no support call, no waiting.

Screen navigationProcess walkthroughsField definitionsError explanations
📊

Conversational Data Analysis

Ask for the data you need in plain English — "show me diesel margin by customer this week" or "which accounts are past 30 days on AR" — and get an instant table or chart built from your live BookWorks data.

Margin by productAR agingDelivery historyCustomer ranking
🤖

AI-Generated Reports New

Beyond Crystal Reports — describe the report you want in plain English and BookWorks AI generates it. Custom layouts, custom data combinations, exportable to Excel. No Crystal developer required.

Custom layoutsExcel exportScheduled deliveryNo developer needed
How BookWorks AI Works

Your data.
Your system.
Your answers.

BookWorks AI uses Retrieval-Augmented Generation (RAG) — it answers questions by searching your actual BookWorks records and documentation, not by guessing. Every answer is grounded in your real data.

1
You ask a question in plain English

Type your question, data request, or report description into the BookWorks AI panel — the same way you'd ask a colleague.

2
AI searches your BookWorks data

The assistant searches your actual records — customer accounts, delivery history, AR, pricing, inventory — not a generic database.

3
You get an answer, chart, or report

Results come back as text guidance, a data table, a chart, or a formatted report — exportable to Excel with one click.

4
Nothing leaves your system

The entire exchange happens inside BookWorks. Your data is never sent to a public AI model or stored outside your environment.

AI Report BuilderLive Preview
Your Request
"Show me diesel margin by customer for Q1, sorted highest to lowest, with YOY comparison"
AI-Generated Report — Diesel Margin by Customer Q1
Acme Logistics$0.284/gal↑ +0.031
Valley Transport$0.251/gal↑ +0.018
Summit Fuel Co.$0.228/gal↓ -0.009
Crestline Fleet$0.194/gal↑ +0.004
Real Scenarios

Questions your team
asks every week.

BookWorks AI is built around the questions petroleum operations teams actually ask — not generic BI use cases.

✅
AI-Generated Reports — Available Now in BookWorks
The conversational report builder is live. Describe the report you need in plain English — BookWorks AI generates it, formats it, and exports it to Excel. Contact us to see it in action.
Schedule a Demo →
AR Manager
"Which accounts are over their credit limit right now?"
BookWorks AI pulls a live table of all accounts currently over limit — with balance, limit, and overage amount — in seconds.
Controller
"What was our net margin on heating oil in January vs. last January?"
AI compares the two periods from your BookWorks delivery and pricing records — formatted as a side-by-side table with variance.
New Dispatcher
"How do I set up a new keep-fill account with ATG monitoring?"
Step-by-step walkthrough of Customer Maintenance, delivery type setup, ATG connection, and degree-day threshold configuration.
Operations Manager
"Show me which drivers had the most delivery exceptions last month."
AI queries delivery records, ranks drivers by exception count, and produces a table with exception types broken out by driver.
Sales Rep
"Which of my accounts haven't ordered diesel in 60+ days?"
AI scans order history, filters by product and date gap, and returns a prioritized list of at-risk accounts with last order date.
Tax Manager
"Walk me through closing the Pennsylvania DMF-26 for this quarter."
BookWorks AI guides through each section of the PA DMF-26 — the data pulls, the exemption fields, and the electronic filing steps.
Data Security

Proprietary data,
protected.

Your customer lists, margin data, and pricing strategies are your lifeblood. BookWorks AI is built on a private architecture — your data never leaves your BookWorks environment.

🔒
Zero public model training
Your data is never sent to ChatGPT, Claude, or any public AI for training. Your business intelligence stays inside your private BookWorks silo.
🛡️
Audit-grade accuracy via RAG
The AI answers using Retrieval-Augmented Generation — grounding every answer strictly in your real-time ERP records and BookWorks documentation, not hallucination.
🏢
Private cloud deployment
BookWorks AI runs within your existing BookWorks environment — on-premise or hosted — with no data crossing into shared infrastructure.
👤
Role-based access
The AI respects your existing BookWorks user permissions — an AR clerk can only query AR data, a dispatcher only sees dispatch data.
Security Architecture — BookWorks AI
✓
Data stays inside your BookWorks environment
Enforced
✓
No public AI model training on your data
Enforced
✓
RAG grounding — answers from real records only
Active
✓
BookWorks user permission inheritance
Active
✓
Private cloud or on-premise deployment
Available
✓
Audit log of all AI queries and responses
Active
Ready to See It Live?

See BookWorks AI
answer a real question
about your data.

We'll walk you through a live BookWorks AI demo — including AI-generated reports built on a petroleum operation like yours. Ask any question. See it answered in real time.

Or email sales@keyinfotech.com · Birmingham, MI 48009

Also explore other BookWorks solutions

Fuel Wholesale →MobileConnect →Petroleum Accounting →Dispatching →
Schedule a Demo
See BookWorks AI and AI-generated reports running live on a petroleum operation like yours.

Your data is never shared or used to train AI models.