4
ERP Platforms Supported
9+
Analytics Domains
24/7
AI Consultant at Your Fingertips
Your ERP Data, <span>Finally Talking Back</span>

Your ERP Data, Finally Talking Back

What is InsightsAI

InsightsAI connects directly to your ERP database and gives every person on your team a conversational AI analytics platform. Instead of waiting on reports or digging through screens, users ask questions in plain English and get immediate, visual answers tied to live ERP data.

No data science skills required. No new BI tool to administer. Just answers — from the shop floor to the executive suite.

Works With

Infor Visual

Infor Syteline / CSI

Acumatica Cloud ERP

Infor XA for IBM iSeries

Built for How Manufacturers Work
icon Conversational Analytics

Conversational Analytics

Ask questions in plain English. Get immediate answers with charts, tables, and KPI cards tied to live ERP data — no query language required.

icon Dynamic Visualizations

Dynamic Visualizations

AI-generated charts, trend lines, and drill-down tables rendered in real time. Every query produces a visual — not just text.

icon Anomaly Detection

Anomaly Detection

Proactive AI alerts on margin shifts, cost overruns, demand pattern breaks, and inventory anomalies before they become problems.

icon Curated Report Library

Curated Report Library

Pre-built dashboards across manufacturing, costing, inventory, procurement, scheduling, sales, and finance. Updated quarterly.

icon Role-Based Intelligence

Role-Based Intelligence

Each user sees insights relevant to their role. Shop floor supervisors, operations managers, CFOs — everyone gets the right lens on your data.

icon Enterprise-Grade Security

Enterprise-Grade Security

Microsoft Azure infrastructure, Entra (Azure AD) SSO, tenant isolation, encrypted connectivity, and role-based access controls. Your data never leaves your environment.

Query Every Domain Your ERP Tracks

What You Can Ask

InsightsAI includes pre-built AI query models across every major functional domain. Ask anything across manufacturing, costing, inventory, procurement, scheduling, sales, finance, and more.

Manufacturing

Work orders, BOMs, operations, lot tracking, and material assignments.

Costing

Work order cost variance, BOM rollup, landed cost, and margin drill.

Inventory

On-hand, turns, cycle counts, scrap, and slow-moving/obsolete flags.

Procurement

PO status, vendor delivery performance, and supply vs. demand.

Scheduling

Production dispatch, schedule adherence, and planned vs. actual.

Sales

Customer orders, OTD%, quotes, bookings vs. forecast, and segmentation.

Finance

GL transactions, chart of accounts, account categories, and margin analysis.

Custom

User-defined fields, project codes, and custom table mapping from onboarding.

Up and Running in Weeks, Not Months

Geting Started

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1

Discovery & Scoping

We assess your ERP environment, data model, and analytics goals. You receive a scoped SOW with a fixed setup fee and your selected subscription tier.

2

Secure Connection

We establish an encrypted connection to your ERP database via SSH Port Forward or Site-to-Site VPN. No firewall changes required for the lightweight option.

3

Pipeline & Onboarding

WM Synergy builds your data warehouse, schema mapping, and user access profiles. Full onboarding is included in your setup fee.

4

Live & Asking Questions

Your team is live. Ask your ERP anything. Answers arrive with charts, KPI cards, and drill-down data — updated twice daily from your live system.

Choose Your Tier. Upgrade Anytime.

Subscription Plans

All tiers are subscription-based and include full onboarding, ongoing maintenance, quarterly updates, and 8×5 support. Contact us to discuss the right fit for your team.

Basic

  • Curated Reports & Dashboards
  • Managed Data Warehouse
  • 2× Daily Data Refreshes
  • SSO / Azure AD
  • Tenant Isolation
  • AI Agent Chat available as add-on

Pro

  • AI Agent Chat & Dynamic Charts
  • RAG-Powered Query Engine
  • AI Token Allocation / Seat / Month
  • Usage Dashboard & Alerts
  • Anomaly Detection available as add-on

Business

  • Everything in Pro
  • Anomaly Detection & Forecasting
  • Advanced AI Trend Analysis
  • Workforce Analytics Module
  • Multi-Source Connectivity

Enterprise

  • Custom RAG & Vector Fine-Tuning
  • Dedicated Support Engineer
  • 99.9% Uptime SLA
  • 24/7 Critical Response