PRESALES GURU
Launch demos in under an hour, generate proposals automatically, and answer ERP questions safely with multi-agent guardrails — purpose-built for the world's leading ERPs.
Built for the world's leading ERP platforms
Outcomes that compound
faster demo setup
more qualified demos per week
Outcome-first value
PSG research, configures and delivers customer-ready presales artefacts — saving consultants hours on every opportunity.
PSG researches the customer's industry, challenges and digital footprint, then drafts a tailored set of discovery questions and a ready-to-edit config sheet — so every conversation is informed.
Upload sample customer documents and let PSG generate industry-relevant synthetic data. Configure a working demo end-to-end and rehearse the workflow — without manual setup.
Download the config sheet to Excel, fill it in, review and re-upload — PSG validates and deploys it back into the ERP. Proposals and estimates flow straight from chat with full guardrails.
Query ERP live via our smart and secured integration layer with audit-grade logging.
Multi-org, user management, connection health and status insights.
Encrypted credentials, structured logging and role-based access.
Working synergies that cover
The differentiator
Guardrails that prevent risky operations before they happen — the standout that lets you move at presales speed with enterprise confidence.
Every operation is reviewed by multiple AI agents before execution.
Automatic detection of potentially destructive or unauthorized actions.
All CRUD operations require explicit user confirmation.
Complete logging of all operations with timestamps and user context.
Built for product excellence
Ask questions, upload files, get charts — context aware.
Smart questionnaires, config sheets, proposals and estimates — generated from chat.
Multi-org, multi-tenant management that scales with you.
From days to minutes
Upload sample customer documents to generate industry-specific synthetic data, configure demos and rehearse the workflow live — turning days of setup into a single working session.
average time to a demo-ready tenant
From alignment to activation
Use the secure connector flow to link your ERP — credentials stay encrypted, per-tenant.
Industry, footprint and pain points, distilled into a tailored set of discovery questions and a config sheet.
Upload customer docs and generate industry-relevant synthetic data — your demo is workflow-real, not slideware.
Download the config sheet, fill or refine in Excel, re-upload and deploy — proposals and estimates flow from the same chat.
Extract structured data from any document — invoices, receipts, contracts, bank statements — powered by AI with instant Excel/CSV export.
Built for CAs, SMEs and finance teams who process documents daily.
Live extraction · in motion
Upload
Clean
Extract
Export
Messy input
PSG processing
ERP-ready output
Straightens tilted photos, removes visual noise, sharpens faint text and improves low-quality scans before extraction — so handwritten notes, faded receipts and phone photos work better.
Drop dozens of files and multi-page PDFs at once. Everything is queued and processed in a single batch — not one document at a time.
Export straight into your ERP / accounting pack format — Business Central, Tally, QuickBooks, Xero, SAP — or a simple CSV / Excel file.
Every upload and extraction is stored securely with search, retrieval and a full audit trail — your documents stay yours.
Why it's different
General-purpose chatbots read text. Document Guru is a finance-grade extraction engine — document cleanup, batch upload, ERP-ready output and secure storage built in.
Commercial models that flex with you
Plans, prices and limits stay in sync with our Stripe billing — no surprises.
For individuals exploring Presales Guru
For individuals, small teams and startups
For consulting partners and end customers
Need something different? Talk to sales
Built for enterprise leaders
PSG is a tool you use on your data, not a model trained on it. The commitments below are backed by our Privacy Policy, Terms of Service and Security commitments.
Your prompts, ERP records, uploads and outputs stay out of every training set — ours and any model infrastructure we use to deliver responses.
No advertising, no third-party data brokers, no cross-tenant data leakage. Vendors strictly necessary to operate the Service are bound by appropriate confidentiality and data-protection obligations.
TLS 1.3 in transit, AES-256 at rest. ERP credentials encrypted per tenant. Role-based access on every API.
Export everything anytime in standard formats. Request full deletion and we wipe it from our systems and backups within standard SLAs.
Highly secure server-side best practices.
Powerful multi-tenant isolation and controls.
Comprehensive audit trails and reporting.
Industry-standard encryption for all sensitive data.
FAQ
Via the Presales Guru (PSG) smart integration that manages per-tenant credentials securely for leading ERPs — Microsoft Dynamics 365, SAP, Oracle NetSuite, Odoo, Infor, Epicor and more.
Vendor MCPs typically expose a narrow, fixed set of read-only tools and stop short of multi-step workflows. PSG's smart integration covers a much broader surface — entities, validations, write paths and audit hooks — across any leading ERP, with multi-agent guardrails, approval gates and structured logs around every operation.
No. PSG has a strong inbuilt validation and guardrails system tightened with a user approval mechanism for any CRUD operation.
No. Customer information is not used to train, fine-tune or adapt any artificial-intelligence model. The Service is configured so that information transmitted to model infrastructure is not retained beyond what is strictly required to deliver an immediate response, and each customer account is logically isolated from every other.
Everything is encrypted in transit and at rest using industry-standard ciphers. Credentials are stored encrypted per customer account, every action is logged for audit, and access is role-based. Information is shared only with vetted service providers strictly necessary to operate the Service, each bound by appropriate confidentiality and data-protection obligations. Customers retain full ownership of their data and can export or delete it at any time.
PSG researches the customer, drafts industry-specific discovery questions and a config sheet you can download to Excel. Upload sample customer documents and PSG generates relevant synthetic data so you can rehearse the workflow live.
PSG runs a curated, multi-agent stack and routes each step to the model best suited to it. The routing is continually benchmarked and upgraded so output remains consistent and enterprise-grade — you focus on the outcome, not on model selection. Custom-model arrangements for regulated environments are available on Enterprise.
PSG is ERP-agnostic and integrates with all leading platforms — Microsoft Dynamics 365 (Business Central, Finance & Operations), SAP S/4HANA, Oracle NetSuite, Odoo, Infor, Epicor, Sage Intacct and more. We support both cloud and on-premise deployments, and continually expand coverage based on customer demand.
Scale intelligence. Ship faster.
Join leading presales teams using AI to close more deals faster.