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ERP & operations

ChardForex CRM & broker ERP

ERP for Broker services and beyond

Chard is an AI-native enterprise operating platform: one modular layer for operations, workflows, data and applications. It gives a brokerage a single secure system for finance and wallets, clients, support, projects, commerce and people, with embedded AI that turns trusted context into recommendations and controlled actions. The same foundation grows from one workflow into a complete enterprise operating system, for brokers and beyond.

One operating layer

Identity, entitlements, data, workflows, modules and reporting share one platform.

AI that acts safely

Recommendations and approved actions run through governed, auditable workflows.

Enterprise-grade

Multi-tenant, observable and open through APIs.

Chard modules

Finance & Wallet

Accounting and wallet capabilities on the same identity, workflow and audit foundation.

Inventory

Inventory and product management for the assets and stock a business runs on.

CRM

Contacts, leads and pipeline, in one customer record shared across teams.

Projects

Projects and tasks that connect people, workflows and outcomes.

Ticketing

Ticketing and calendar for support desks and internal service teams.

Store

Shop and marketplace capabilities for commerce and add-on services.

HR

People management on the same secure, role-based platform.

AI layer

RAG with citations, context-aware assistants and tool calling across modules.

How Chard works

Requests enter through one shell and API layer, pass Keycloak identity and tenant checks, and reach business modules that are orchestrated by Camunda 8 and kept in sync by Kafka events, on top of resilient CockroachDB storage. The AI layer and open APIs sit alongside, so Chard can act as an intelligent hub for the systems you already run.

Chard platform architecture Event-driven · workflow-orchestrated · multi-tenant CLIENT CHANNELS Web Shell Unified workspace Back-office teams Finance · Ops · Support REST & GraphQL Open APIs Apps & partners Vertical apps · Marketplace Keycloak SSO RBAC MFA Tenant context Fail-closed policies Camunda 8 · Zeebe Workflow orchestration · rules · approvals BUSINESS MODULES Finance & Wallet Accounting · Wallet Inventory Inventory · Product CRM Contacts · Leads · Pipeline Projects Projects · Tasks Ticketing Ticketing · Calendar Store Shop · Marketplace HR People + Next module Plug-in by design Apache Kafka Event streaming · transactional outbox / inbox CockroachDB Resilient distributed SQL Redis Object storage AI Layer Grounded · governed RAG answers with citations LLM assistants context-aware Tool calling reports · search · actions Human approval propose → approve → audit Any provider hosted or self-hosted Intelligent Hub Open APIs to other systems REST API resources & actions GraphQL composed queries Event streams subscribe via Kafka Your systems existing tools & data Chaahoop products the whole ecosystem Audit log · OpenTelemetry · Grafana · Metrics, logs & traces · Java 25 + Spring Boot 4.1 microservices
  1. 1

    Identify

    Keycloak SSO, MFA, RBAC and tenant context are enforced at the gateway and service boundaries.

  2. 2

    Orchestrate

    Camunda 8 / Zeebe coordinates critical changes as governed workflows, with rules and approvals.

  3. 3

    Synchronize

    Kafka with transactional outbox/inbox keeps every module and service consistent in real time.

  4. 4

    Persist & observe

    CockroachDB, Redis and object storage hold the data; OpenTelemetry and Grafana show everything.

Chard connects with

Chaboruns Chard's AI on your private RAG & LLMChabokturns chats into tickets and CRM updatesChanecalls leads straight from the CRMCharchoobbrings Chard data into one warehouseCharefeeds performance insights to HRChabexserves as the exchange back office

Talk to us about Chard

Use Chard on its own or as part of the connected Chaahoop ecosystem.

Contact ChaahoopSee the ecosystem