Supercharge ERP presales with AI guardrails

Launch demos in under an hour, generate proposals automatically, and answer ERP questions safely with multi‑agent validation—purpose‑built for Microsoft Dynamics 365 Business Central

Tenant‑safe · Works with your ERP data

Trusted by presales teams and ERP partners

80%faster demo setup
3xmore qualified demos per week
Built for leading ERPs:
Microsoft Dynamics 365 Business CentralFinance & Operations (F&O)SAPOracle NetSuiteOdoo

Outcome‑first value

Everything you need to run world‑class presales operations

Faster demos

From days to under 30 minutes with guided setup and templates

🛡️

Safer operations

Multi‑agent checks block risky commands before they hit ERP

📄

Better proposals

AI‑generated proposals, estimates, and UAT scripts from chat, powered by our AI Trained Models and Knowledge Base

🔄

Real‑time context

Query ERP live via our smart and secured Integration layer with audit‑grade logging

🏢

Tenant‑ready

Multi‑org, user management, connection health, and status insights

🔒

Enterprise‑ready

Encrypted credentials and structured logs

How it works

Get started in four simple steps

🔗
01

Connect your tenant or activate ERP free trial

Use the secure flow to connect ERP

🤖
02

Pick an agent

Sales, Finance, Inventory or build your own agents

💬
03

Ask in plain English

"Show top 10 customers by revenue" or "Draft a proposal"

04

Execute with guardrails

Requirement Gathering, ERP Mapping validation, Config sheet generation, Review and Deploy in the ERP

Multi‑agent validation that protects your data

Our standout differentiator: guardrails that prevent risky operations before they happen

🔍

Pre-execution validation

Every operation is reviewed by multiple AI agents before execution

🛡️

Risk assessment

Automatic detection of potentially destructive or unauthorized actions

⚠️

User approval mechanism

All CRUD operations require explicit user confirmation

📊

Full audit trail

Complete logging of all operations with timestamps and user context

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AI chat that 'gets it'

Ask questions, upload files, get charts—context aware

  • Multi‑provider models (OpenAI, Anthropic, Google)
  • Automatic chart generation from your prompts
  • CSV/PDF ingest for analysis and visualization
  • Conversation history and agent selection
📋

Proposal automation

Proposals, estimates, and UAT scripts—generated from chat and guided screens

  • Turn captured requirements into client‑ready assets
  • ERP insights integration
  • Customizable templates
  • Export in multiple formats
⚙️

Implementation management

Implementation management that scales with you

  • Create and manage multiple orgs
  • Control with OWNER/MEMBER roles
  • Connection management and analytics
  • Real‑time status monitoring

Simple, transparent pricing

Choose the plan that fits your needs

Starter

For individuals exploring AI Presales Guru

$0
  • 1 Tenant Setup
  • Basic chat
  • Proposal generation
  • UAT Config Generation & ERP Mapping
  • Master Data upload
  • Sample Data Upload
  • Community support
Get Started
Most Popular

Pro

For individuals, small teams and startups

$18/mo
  • 1Mn Tokens
  • Unlimited Tenant Setup
  • Advanced AI chat
  • Proposal generation
  • UAT Config Generation & ERP Mapping
  • Master Data upload
  • Sample Data Upload
  • Email support
Start Pro Trial

Enterprise

For Consulting Partners and End Customers

Custom
  • Customised Team Plan
  • Advanced development support
  • Dedicated account manager
  • Custom integrations
  • SLA guarantees
  • Priority support
Contact Sales

Need something different? Talk to Sales

Security by design

Enterprise‑grade security built into every layer

🛡️

Server‑side security

Highly secure server‑side best practices

🗄️

Tenant management

Powerful multi‑tenant isolation and controls

📝

Structured logging

Comprehensive audit trails and reporting

🔐

Encrypted credentials

Industry‑standard encryption for all sensitive data

Frequently asked questions

Everything you need to know about AI Presales Guru

How do you connect to Business Central?

Via Presales Guru (PSG) smart Integration that manages per‑tenant credentials securely.

Will the AI ever perform destructive operations without checks?

No. Presales Guru (PSG) has a strong inbuilt validation and guardrails system tightened with user approval mechanism for any CRUD operations.

Can I use my own models?

Yes, coming soon. We plan to support multiple providers and encourage you to build your own models.

Is it limited to Microsoft Dynamics 365?

Beta version launch is for Microsoft Dynamics 365‑first; but Presales Guru (PSG) is ERP‑agnostic for all leading ERP systems (SAP, Microsoft, Oracle, Infor, etc.).

Ready to transform your presales workflow?

Join leading presales teams using AI to close more deals faster