ERPPilot: An AI ERP Assistant That Answers in Plain English

Every business that runs an ERP has the same bottleneck: the data is all there, but getting a specific answer means finding the right report, exporting it to Excel or asking someone in IT to write a query. ERPPilot removes that step. It is an AI ERP assistant from Sysfo that lets your team ask questions in plain English — typed or spoken — and replies in 3 to 10 seconds with a written summary, a table and, when asked, a chart. It works on your website, inside your mobile app and on WhatsApp.

What ERPPilot does

ERPPilot connects to any SQL Server based ERP. When someone asks a question, it writes a safe, read-only query, runs it on your live database and returns the answer. There is no data warehouse, no copying of data and no new report to build: ERPPilot reads your schema once and queries the live ERP every time someone asks.

Typical questions your team can ask:

• Show top 10 clients by total sales.
• Year-wise sales as a bar chart.
• Active employees by department as a pie chart.
• Sales this month.
• Pending orders.

Every answer includes a plain-English summary of what the data shows, the full result as a table, a bar, line or pie chart when you ask for one, and an Excel export of the complete dataset. On WhatsApp, large results arrive as Excel or PDF attachments.

Live in three steps: connect, embed, ask

1. **Connect:** add your SQL Server connection in the client portal. ERPPilot reads the schema and auto-detects tables, columns and relationships. You choose exactly which tables the AI may use.
2. **Embed:** paste one script tag into your website or app. The assistant appears in your brand colours, on desktop and in a full-screen mobile mode.
3. **Ask:** your team types or speaks a question and gets an answer from live data in seconds.

The same widget works in plain HTML websites, React apps and Android WebView or Capacitor apps. Copy-ready snippets for each are provided in the portal, and you can test the assistant from the portal's Test Chat before rolling it out.

Wherever your team works: web, app and WhatsApp

Website and web apps

A floating, resizable chat card sits over any page of your ERP or intranet. It offers suggestion chips for common questions, voice input and spoken replies, and one-tap maximise to full-screen mode.

Android and mobile apps

Drop the same widget into a Capacitor or WebView app and it opens in full-screen mobile mode, with the summary, the table and a Download Excel button for the full dataset.

WhatsApp

Registered phone numbers can query the ERP from a normal WhatsApp chat, which suits owners and managers who are travelling or on site. WhatsApp access is available on the Growth and Enterprise plans, and only numbers approved by the admin can use it.

Security by design: built to read, never to write

Letting an AI near your business data is a fair concern, so ERPPilot is deliberately limited. It only ever asks your database questions; it never changes a row.

• **SELECT-only queries:** every generated query is read-only. ERPPilot never inserts, updates or deletes ERP data.
• **Per-company table whitelists:** each company decides exactly which tables the AI can see. Anything not listed is never queried.
• **AES-256 encryption:** database connection strings and API keys are encrypted at rest.
• **Tenant isolation:** each company queries only its own database, through its own connection and key.
• **Signed sessions:** separate JWT sign-in for administrators and for portal and widget users.
• **Registered WhatsApp numbers:** only admin-approved phone numbers can query the ERP on WhatsApp.

The client portal: run it yourself

Every ERPPilot customer gets a self-service portal. The dashboard shows plan status, days remaining, API calls used this month and a daily activity chart, with shortcuts to every setup task.

• **My Schema:** save an encrypted SQL Server connection, fetch the schema automatically and whitelist the tables the AI may read.
• **My Widget:** copy-ready install snippets for HTML, React and Android WebView, with your own title and brand colour.
• **Test Chat:** try questions against your data before your team sees the assistant.
• **Billing:** pay securely online and track usage.

For ERP vendors and resellers: a multi-tenant admin console

If you sell or support an ERP for many clients, ERPPilot is a multi-tenant platform with one console for companies, plans, AI models, data access and WhatsApp.

• **Company Master:** plan, API key, monthly usage, paid-until date and widget style per company. Add calls, rotate keys or suspend access in one click.
• **ERP Table Whitelist:** switch individual tables on or off for the AI, with a friendly display name for each.
• **AI Providers and Settings:** ERPPilot runs on Anthropic Claude with Groq as a fallback. Switch provider or model from the console without redeploying, with automatic key rotation.

Plans sized by queries

Plans are sized by AI queries per month. A free demo plan lets you try the widget on your own data first.

• **Starter:** 101 queries a month, up to 20 a day; web widget and mobile mode; tables, charts and Excel export.
• **Growth:** 500 queries a month, up to 100 a day; adds WhatsApp; lower overage rate.
• **Enterprise:** 2,000 queries a month with no daily limit; WhatsApp included; lowest overage rate.

Current prices are listed in the client portal, and we can give you a quote for your setup.

Who benefits most

• **Owners and directors** who want answers on sales, collections or staff without waiting for a report.
• **Sales and operations managers** checking pending orders, top clients or month-to-date figures on the move.
• **HR teams** looking up headcount by department or other employee data.
• **ERP vendors** who want to add an AI layer to the ERP they already sell.

ERPPilot pairs naturally with Sysfo ERP, and it works equally well with any other SQL Server ERP — including custom systems we build through our enterprise software development service. See the full feature list on the ERPPilot AI ERP assistant page, or read our guide to choosing ERP software for a small business.