Free tools
Free ERP tools, prepared for your business
Checklists, estimates and templates for choosing and planning an ERP. You answer a few questions; the AI-ERP team prepares the result for your business and emails it to you.
What are the AI-ERP free tools?
Eight working documents for businesses choosing or planning an ERP: a requirement checklist, a cost estimate, a module selector, a readiness score, a Tally migration assessment, an RFP template, an ROI worksheet and an order-to-cash process map. Each is prepared by a person from your answers rather than generated automatically, and each page says when it will arrive.
8 tools
Choose a tool
ERP requirement checklist
A checklist of modules and features grouped by department, written for your industry.
ERP cost estimate
An estimate range for building your ERP, based on the modules and integrations you choose.
ERP module selector
A recommended first phase: the modules to start with and the reason for each.
ERP readiness score
A readiness score across five areas: ownership, people, processes, data and infrastructure.
Tally migration assessment
What moves: masters, opening balances, bills outstanding, stock and history you still need.
ERP RFP template
An RFP document with a business overview section laid out for you to complete.
ERP ROI worksheet
A worksheet of the savings that usually matter in your industry, with your priorities first.
Process mapping template
An order-to-cash map for your type of business, from enquiry to payment received.
How it works
How the free tools work
- 1
Answer a few questions
Each tool asks only what it needs: your industry, size, current software and the problems you want to fix.
- 2
A person prepares it
A member of the AI-ERP team reads your answers and prepares the result by hand, from our working material for businesses like yours.
- 3
It arrives by email
Most results arrive within two business days; the RFP template within three. Each page says when.
- 4
Use it with anyone
Everything we send is yours to use with any vendor. There is no charge and no obligation.
Free 30-minute consulting call
Want answers sooner?
Book a free consulting call. The AI-ERP team will go through your requirements with you and send a written plan afterwards.