Native AI

Everest embeds AI into the core of your ERP, giving finance and operations teams the power to build like software developers. Create custom reports and dashboards, accelerate analysis, and obtain insights using plain-language prompts. No IT tickets. No custom scripting. Just system-native intelligence that learns and adapts with your business.


The Problem

Why AI bolted onto
traditional ERP falls short

Legacy ERP architectures rely on rigid rules and hard-coded logic, limiting automation to predictable, static tasks. When teams need to adapt processes or handle exceptions, they’re stuck relying on spreadsheets, custom scripts, or IT support.

01

Hard-coded workflows

Business users can’t update automation rules without technical services and support, leading to delays and bottlenecks.

02

Siloed AI bolt-ons

AI tools are layered on top of core systems, making integration costly and limiting impact.

03

No learning or adaptation

Disconnected AI tools don’t improve over time or adapt to changes in business logic or data patterns in the core ERP.

04

Manual cleanup work

Teams still handle edge cases, adjustments, and analysis manually, adding risk to financial outputs and slowing decisions.

01

Hard-coded workflows

Business users can’t update automation rules without technical services and support, leading to delays and bottlenecks.

02

Siloed AI bolt-ons

AI tools are layered on top of core systems, making integration costly and limiting impact.

03

No learning or adaptation

Disconnected AI tools don’t improve over time or adapt to changes in business logic or data patterns in the core ERP.

04

Manual cleanup work

Teams still handle edge cases, adjustments, and analysis manually, adding risk to financial outputs and slowing decisions.

The

Everest
Solution

Everest is built from the ground up to support intelligent automation. Its AI-first architecture includes pre-built and custom agents that can be developed and deployed by business users using natural language. From mapping data to surfacing flux drivers, Everest AI reduces day-to-day friction by automating recurring, rules-based tasks while staying transparent, traceable, and audit-ready.

01

Pre-built AI agents for finance

Automate routine tasks without writing custom scripts.

Faster close

Eliminate Excel tracking

Focus on strategic work

02

Build your own AI agents with natural language

Develop and deploy custom agents in minutes using prompts—no code or IT intervention required.

Context-awareness via input customization

Built-in testing and deployment

03

Live Sandbox for safe deployment

Simulate AI automations before pushing them live, reducing risk and improving trust.

Risk-free testing environment

What-if scenario simulation

Predictable AI generated output

04

System-native intelligence

AI is embedded into Everest’s core platform, so automations run where your data lives—no integrations or sync issues.

In-platform automation

Eliminate sync issues

Built-in data security

Simplified maintenance

Business Benefits

Close faster, report smarter,
and deploy AI predictably

Everest gives you the AI tools to support accelerated productivity without the unexpected surprises

Reduced manual workload

Free up team capacity to focus on exceptions, insights, and planning.

Greater operational agility

Quickly respond to new business needs or reporting requirements by deploying custom agents without code.

Higher confidence in Native AI workflows

Custom agent development comes with full versioning and traceability, increasing trust and reducing risk.

Shorter close timelines

Accelerate close processes by automating common accounting tasks, flux analysis, and reconciliations to compress your month-end cycle.

Client Success

Trusted by innovative
SaaS and technology companies


“Everest moved faster than we thought possible. We were fully off NetSuite in time for our renewal, and the process was surprisingly smooth. Their team handled almost everything. We finally have a system that fits how we run the business.”

“Everest provided us with a comprehensive, SaaS-focused ERP solution that streamlined our business processes, eliminating the need for bolt-on invoicing tools to QBO. Its seamless two-way Salesforce integration has given our sales and finance teams a single source of truth, enhancing collaboration and efficiency. We were up and running in under 90 days, thanks to the support of domain experts who guided us every step of the way.”

“Everest provided us with a comprehensive, SaaS-focused ERP solution that streamlined our business processes, eliminating the need for bolt-on invoicing tools to QBO. Its seamless two-way Salesforce integration has given our sales and finance teams a single source of truth, enhancing collaboration and efficiency. ”