Pattern
Pattern
35% of manufacturers in our 2026 Voice of Customer survey are planning BI and analytics investments in the next 12 months, and nearly all of those are looking for partner support.
InsightsAI is WM Synergy’s answer.
4
ERP Platforms Supported
9+
Analytics Domains
2x
Daily Updates
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.
Built for How Manufacturers Work
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.
Dynamic Visualizations
AI-generated charts, trend lines, and drill-down tables rendered in real time. Every query produces a visual — not just text.
Anomaly Detection
Proactive AI alerts on margin shifts, cost overruns, demand pattern breaks, and inventory anomalies before they become problems.
Curated Report Library
Pre-built dashboards across manufacturing, costing, inventory, procurement, scheduling, sales, and finance. Updated quarterly.
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.
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
Every InsightsAI Subscription Includes:
- Full onboarding and setup including data transformation, user configuration, and security profiles.
- Ongoing platform maintenance, support, and software upgrades at no additional cost.
- Automatic quarterly updates with new AI capabilities and expanded analytics templates.
- 2x daily data refreshes from your ERP source. Additional refresh frequency is available.
- Community access to request and vote on feature candidates for quarterly releases.
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