Live
Sandbox

In legacy ERP systems, every change feels risky. Everest changes that. With Live Sandbox, business users can safely test configurations, simulate AI workflows, and validate accounting logic, all before deploying to production and without coding or rollback headaches.


The Problem

Why traditional ERP
changes are slow and risky

Most ERP systems were designed for stability, not adaptability. Updating workflows, adjusting configurations, or testing new automations often requires a separate dev environment, cross-team coordination, and change control cycles that slow down innovation.

01

No safe testing environment

Any change to business logic or configuration must be made directly in production or recreated manually in a test tenant.

02

Slow iteration cycles

Making adjustments often requires waiting on it or coordinating across multiple teams just to validate a change.

03

High risk of errors

Without simulation tools, it's hard to predict how changes will affect downstream reporting, journal entries, or compliance.

04

Limited visibility for finance and ops

Business users can't preview outcomes or catch issues before go-live, leading to rework and audit exposure.

01

No safe testing environment

Any change to business logic or configuration must be made directly in production or recreated manually in a test tenant.

02

Slow iteration cycles

Making adjustments often requires waiting on it or coordinating across multiple teams just to validate a change.

03

High risk of errors

Without simulation tools, it's hard to predict how changes will affect downstream reporting, journal entries, or compliance.

04

Limited visibility for finance and ops

Business users can't preview outcomes or catch issues before go-live, leading to rework and audit exposure.

The

Everest
Solution

Live Sandbox gives finance and operations teams the ability to test changes safely, directly in the Everest platform. Teams can roll out new AI agents, adjust revenue rules, or update close workflows and see the impact in real time before anything goes live.

01

Real-time simulation environment

Preview the effects of changes on transactions, journal entries, or workflows without touching production data.

Safe, live-data testing

Impact visibility before deployment

No more trial-and-error in production

Empowered business users

Audit-tracked testing history

02

AI workflow testing

Validate new agents and prompts in a controlled space before deploying to live processes.

Test AI agents with natural language

Evaluate AI outputs

Edge case coverage

Business-led QA

Real-world workflow alignment

03

No-code change management

Make adjustments directly in-system without needing developer support or manual sandbox setup.

Business-friendly configuration tools

Bypass developer bottlenecks

Owned by the business

No separate test tenants required

Faster iteration with control

04

Configurable and context-aware

Test in the same UI, with real data, and full visibility into how changes impact reporting, compliance, and operations.

In-context change testing

Compliance confidence

Catch hidden issues early

No more shadow testing

05

Seamless promotion to production

Once validated, deploy changes without duplicating work or risking inconsistencies across environments.

One-click deployment

No test-to-prod drift

Streamlined release process

Stable, continuous improvement

Business Benefits

Move faster without
breaking things

Live Sandbox helps finance teams implement change without disruption. Instead of planning around ERP limitations, teams can experiment, fine-tune, and validate new functionality in a live environment.

Greater flexibility for finance teams

Enable finance teams to own change delivery without relying on technical resources.

Improved governance

Ensure every change is reviewed, tracked, and controlled, no shadow systems, no hidden risk.

Lower cost of change

Eliminate the need for separate dev environments, complex QA cycles, or rework, making agility a standard, not a luxury.

Faster implementation cycles

Validate new modules like professional services automation (PSA), configure-price-quote (CPQ), demand planning, or inventory management without disrupting core systems.

Reduced error risk

Reduce the risk of downstream issues by validating changes in a controlled environment and lower the risk of reporting or compliance issues.

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. ”