ERP Test Automation | AI Agents for SAP & Dynamics 365 | Sofy
Autonomous AI Agents for ERP Test Automation
Sofy replaces brittle ERP test automation with domain-expert AI agents that understand ERP workflows, adapt to change, and continuously validate release readiness across SAP and Microsoft Dynamics 365.
Trusted by the world’s top industries
Why Sofy
Tests like an experienced ERP tester — not a script
- Understands ERP workflows, roles, and dependencies
- Interprets intent, not just UI elements
- Adapts automatically as processes evolve
Built for SAP & Dynamics — not retrofitted
- Reads ERP metadata, business rules, and process flows
- Validates how transactions move across modules
- Enables deeper, more stable automation than UI-only tools
Self-healing by design
- Agents update test logic when fields, screens, or workflows change
- Eliminates constant script rewrites after ERP updates
- Keeps test coverage stable through upgrades and rollouts
Validate complex ERP programs with confidence
- Supports high-volume transactions and cross-module flows
- Executes regression faster across end-to-end processes
- Designed for global, multi-entity ERP environments
AI Agents That Understand ERP Business Processes
Sofy AI agents understand ERP business processes end to end, enabling autonomous validations that adapt to change and protect critical operations across every release.
Dynamics 365 Sales Agent
VALIDATES
- Lead → Opportunity → Quote → Order flows
- Pricing, discounts, approvals
- End-to-end Order-to-Cash scenarios
Dynamics 365 Finance Agent
VALIDATES
- Journals, postings, and period close
- Invoice → payment reconciliation
- Financial controls and audit rules
Dynamics 365 Supply Chain Agent
VALIDATES
- Inventory and warehouse operations
- Procurement and fulfillment flows
- Supply chain execution across entities
SAP Human Capital Test Agent
VALIDATES
- Employee lifecycle testing
- Payroll processing validation
- Performance management tests
- Recruitment workflow automation
SAP Concur Test Agent
VALIDATES
- Expense report automation
- Receipt capture validation
- Travel booking tests
- Approval workflow testing
SAP CRM and Customer Experience
VALIDATES
- Sales cloud validation
- Service ticket automation
- Marketing campaign tests
- Commerce platform testing
How Sofy AI Agents Test Your ERP
Sofy AI agent for ERP testing autonomously test ERP changes, reducing release risk and ensuring business-critical processes work as expected.
Understand Your ERP
Agents analyze ERP metadata, workflows, roles, and configurations to identify critical business processes requiring coverage. This enables intelligent ERP test automation, mapping how users interact with SAP or Dynamics 365 to ensure the right processes are tested.
Executed Autonomously
Using these workflow models, agents generate executable test flows and run them without scripts or no code frameworks. During execution, agents dynamically adapt—powering scalable no-code ERP testing without developer dependency.
Maintains Itself
As fields, workflows, or UI change, agents self-heal by updating logic automatically—ensuring reliable, automated ERP test runs and sustained coverage release after release.
How Sofy Compares to Traditional ERP Testing Tools
| Capability | Traditional ERP Scripting | Leapwork | Sofy AI Agents |
|---|---|---|---|
| Setup requirement | Developer + BPM recordings | Low-code designer | No-code — any user |
| Self-healing tests | None | Partial | Full — workflow level |
| Cross-module E2E | Not supported | Limited | Full cross-module |
| Release wave readiness | Manual re-record | Manual update | Autonomous adaptation |
| ERP-native agents | None | None | SAP + D365 specific |
| No developer required | No | Partial | Yes |
Built for Complex Enterprise Environments
| Industry | Primary Use Case |
|---|---|
| Manufacturing | Validate MRP, production orders, and procure-to-pay cycles across SAP and D365 release waves |
| Financial Services | Automate Finance & Operations regression — journals, period close, multi-entity compliance, and audit controls |
| Retail & CPG | Test order management, inventory, and supply chain fulfillment workflows across SAP and D365 updates |
| Healthcare | Validate HR, payroll, and compliance workflows in SAP HCM and D365 HR against every quarterly update |
| Professional Services | Automate project accounting, billing, and resource management testing in Dynamics 365 |
What Enterprise Can Achieve with Sofy AI agents for ERP testing.
Replace brittle, labor-intensive testing with automation that adapts as systems evolve. Teams gain faster regression cycles, reduced maintenance overhead, and stronger confidence in every release.
70%
Maintenance Eliminated
vs. average script maintenance time in RSAT-based environments · Sofy customer data, 2025–2026
5x
Faster Regression Cycles
Automated test creation and autonomous execution accelerate validation across core ERP workflows.
60%
Reduction in UAT Burden
vs. manual regression sprint cycle across SAP and D365 Wave release schedules
Greater confidence in every release
Stable coverage and AI-driven insights give teams clearer visibility into release readiness and go-live risk.
Frequently Asked Questions
What is ERP test automation?
ERP test automation is the use of software tools or AI agents to automatically execute, validate, and report on tests within an ERP system, replacing or supplementing manual QA. It ensures that business-critical workflows in SAP or Dynamics 365 perform correctly after updates, configuration changes, or customizations, without requiring human testers to run each scenario manually.
How is Sofy different from RSAT and Leapwork for ERP testing?
RSAT (Microsoft’s native D365 testing tool) and most traditional ERP testing tools operate by recording and replaying UI interactions. When the ERP interface changes, which happens with every release wave, these recordings break and require manual repair. Sofy’s AI agents understand the business process behind the test, not just the UI elements. When a screen changes, agents self-heal automatically without human intervention.
Do I need developers or coding skills to use Sofy?
No. Sofy is a no-code ERP testing platform. Business analysts, QA leads, and process owners can build, run, and maintain ERP test automation without writing scripts or code. For teams that want CI/CD integration, Sofy also supports Azure DevOps pipeline triggers, but scripting is never required for test creation or maintenance.
Which ERP systems and modules does Sofy support?
Sofy has purpose-built AI agents for all Microsoft Dynamics 365 (Finance, Supply Chain, Sales, and others) and SAP (S/4HANA, ECC, Fiori, Concur, HCM, CRM). The agents understand module-specific business logic, not just generic UI automation, which is what enables cross-module end-to-end testing and accurate self-healing across release waves.
How long does it take to set up automated ERP testing with Sofy?
Most organizations complete environment setup and connect Sofy to their SAP or D365 sandbox within one business day. Building an initial test suite covering the highest-risk workflows typically takes 1–2 weeks. Most teams have meaningful automated ERP testing coverage running ahead of their next release wave within 4–6 weeks of starting. Sofy also provides a set of templates (150+) that can be easily adapted to run your environments.