TurnkeyERP AI Agents

AI-assisted intake that turns your requirements into a proposal

No RFP process. No weeks of vendor back-and-forth. Our AI captures your ERP requirements in a structured conversation, then a senior consultant reviews and issues a scoped proposal.

Transparency

What the AI does, and what humans do

We're explicit about the AI's role. Every AI output is reviewed by a consultant before it reaches you.

AI handles

Automated

Guides you through a structured intake conversation

Captures entities, users, modules, integrations, data sources, timeline, and constraints

Identifies common scope assumptions and surfaces risks

Generates a structured requirements dossier

Produces a draft BRD with assumptions and risk log

Calculates an indicative cost range based on scope inputs

Drafts a proposal structure for consultant review

Consultants handle

Human-reviewed

Review every AI-generated BRD before delivery. No raw AI output sent to clients

Validate assumptions with domain expertise and project experience

Refine and challenge the indicative cost range

Conduct any follow-up scoping conversations

Staff the delivery team from the vetted consultant network

Manage the engagement and QA gate reviews

Provide final proposal sign-off

Policy: No AI-generated BRD or proposal is sent to a client without explicit senior consultant review and sign-off. Always.

Intake Channels

Start your intake anywhere

Your context carries across channels. Start on web, continue on WhatsApp, finish with a call. Everything syncs.

Web Chat

WhatsApp / SMS

Continue your intake on WhatsApp or SMS, ideal for mobile-first users or when you want to respond on your own schedule.

Email

Receive a structured intake questionnaire via email. Complete at your pace and our AI compiles the responses into a dossier.

Call Scheduling

Prefer to talk? Book a 30-min scoping call with a consultant. The AI sends a prep questionnaire beforehand to maximize the session.

Structured Intake

What we capture in every session

These fields drive scope accuracy. The more we capture, the tighter the proposal.

Legal entities

Number of subsidiaries, structure, multi-currency needs

User roles

Finance, operations, warehouse, management, by type and count

ERP modules

GL, AR, AP, inventory, orders, projects, manufacturing, HR

Integrations

CRM, eCommerce, payroll, banking, WMS, EDI, BI

Data sources

Current system, data volume, migration complexity

Timeline

Target go-live, hard deadlines, urgency drivers

Constraints

Budget range, internal resource availability, compliance requirements

What You Get

Outputs from the AI intake process

Every intake session produces a structured dossier, reviewed by a consultant and delivered within 1 business day.

Requirements Dossier

Structured document with all captured inputs, organized by module and function. Used as the single source of truth for scoping.

BRD Draft

Business Requirements Document with functional requirements, integration map, data migration scope, and a risk/assumptions register.

Assumptions & Risks

Explicit list of what we've assumed and what could change the scope or price. No hidden surprises.

Estimate Range

Indicative investment range with top cost drivers, refined by a consultant before included in any proposal.

Proposal Draft

Draft proposal structure with recommended packages, team composition, timeline, and pricing, reviewed and issued by a consultant.

Security & traceability

All intake data encrypted at rest and in transit

PII minimized on public site. Full data only in secure portal

Complete audit trail of all AI and consultant actions

GDPR-compliant data handling with full deletion on request

Ready to start your intake?

Start a conversation on web, WhatsApp, or email. Requirements captured in under 30 minutes.

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