





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.
No safe testing environment
Any change to business logic or configuration must be made directly in production or recreated manually in a test tenant.
Slow iteration cycles
Making adjustments often requires waiting on it or coordinating across multiple teams just to validate a change.
High risk of errors
Without simulation tools, it's hard to predict how changes will affect downstream reporting, journal entries, or compliance.
Limited visibility for finance and ops
Business users can't preview outcomes or catch issues before go-live, leading to rework and audit exposure.
No safe testing environment
Any change to business logic or configuration must be made directly in production or recreated manually in a test tenant.
Slow iteration cycles
Making adjustments often requires waiting on it or coordinating across multiple teams just to validate a change.
High risk of errors
Without simulation tools, it's hard to predict how changes will affect downstream reporting, journal entries, or compliance.
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.
Real-time simulation environment
Preview the effects of changes on transactions, journal entries, or workflows without touching production data.
Safe, live-data testing
Model configuration changes using synced production data.
Impact visibility before deployment
Preview effects on financials, compliance, and workflows.
No more trial-and-error in production
Eliminate risk from live environment testing.
Empowered business users
Let finance and ops teams test changes directly.
Audit-tracked testing history
Maintain full records of what was tested and how it behaved.
AI workflow testing
Validate new agents and prompts in a controlled space before deploying to live processes.
Test AI agents with natural language
Build and refine workflows safely in a test environment.
Evaluate AI outputs
Preview automated journal entries, variance analysis, and more.
Edge case coverage
Validate behavior across exceptions and boundary conditions.
Business-led QA
Minimize reliance on IT or QA for finance-specific automation.
Real-world workflow alignment
Ensure AI logic mirrors actual business processes.
No-code change management
Make adjustments directly in-system without needing developer support or manual sandbox setup.
Business-friendly configuration tools
Adjust rules and automations with an intuitive UI.
Bypass developer bottlenecks
Avoid delays from change requests and dev queues.
Owned by the business
Let operations and finance teams drive process improvement.
No separate test tenants required
Manage changes without maintaining dev environments.
Faster iteration with control
Roll out updates quickly without sacrificing governance.
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
View the effect of changes on metrics, logic, and reporting instantly.
Compliance confidence
Understand downstream impact on regulatory reporting before launch.
Catch hidden issues early
Spot unintended results before they reach production.
No more shadow testing
Eliminate reliance on spreadsheets or disconnected sandboxes.
Seamless promotion to production
Once validated, deploy changes without duplicating work or risking inconsistencies across environments.
One-click deployment
Push validated changes live without rework or reentry.
No test-to-prod drift
Maintain consistency between what was tested and what’s deployed.
Streamlined release process
Avoid duplication by promoting changes directly.
Stable, continuous improvement
Iterate quickly while protecting system integrity.
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.