Free · 5 minutes
step 1
AI Readiness scorecard
15 questions across four sections. You see where you stand on screen, and the full report is emailed on request.
Take the check →
Back home
The AI Value Workshop
A ranked AI plan for your ERP.
A fixed-scope advisory engagement for finance and operations leaders, sized to your business. Five to eight ranked use cases against your own workflows, a build, buy or wait call on each, and a written next step. Delivered by senior Leverage Technologies consultants who already implement your ERP.
Senior consultants who know your ERP
A board-ready summary you can share as is
An honest next step, including “not yet”
Effort
~3 days
Senior consulting time. Remote-led, plus one optional session on site.
Output
5–8 use cases
Ranked, each with a build, buy or wait call.
Board-ready
1 page
An executive summary you can share without rewriting, plus a 90-day plan.
Senior-led
25+ years
A consultant who implements your ERP, not an AI agency reading the manual.
01 · How it works
A free check. A paid plan. Your right next step.
Three steps, low friction. The free readiness check gives you the directional read. The Workshop turns it into a specific, prioritised plan. Then you pick the path that fits, and we put the recommendation in writing.
Paid engagement
step 2
AI Value Workshop
About three senior consulting days. A ranked AI opportunity map for your ERP, a build, buy or wait call on each item, a 90-day quick win, and a written next step.
What you get →
On enquiry
step 3a
Custom agent build
When the Workshop finds a specific, repeatable workflow worth automating. Scoped per engagement, built on the same platform we run for ongoing tenants.
Subscription
step 3b
Platform pilot
When the Workshop finds multi-agent value worth a longer commitment. Per-user ERP permissions, Sydney-hosted compute and database, and a person approving every change. In beta, with agents live on Sage Intacct and SAP Business One.
See the platform →In one line
Take the free check. Book the Workshop. Pick the right next step, even when that step is “ride the native tooling and we will advise as needed”.
02 · What you get
A prioritised roadmap you can act on.
The Workshop is productised, so it lands the same way every time and you know what you are buying. This is the exact shape of the deliverable.
The deliverable
Five things, in your hands at the end of week two
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1
Five to eight ranked AI use cases mapped to your actual workflows in Sage Intacct, MYOB Acumatica or SAP Business One. We work through your chart of accounts, your team’s day to day and your existing pain points, not a generic list of ten ways AI helps finance.
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2
A build, buy or wait call on each, including which workflows your ERP’s own AI already covers, or will given the vendor roadmap, and which would genuinely benefit from a custom agent or a platform pilot.
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3
Data and permission readiness flags. An honest read on what your data quality and your user-permission model say about agent feasibility today, against ninety days from now. The gating issues surface before they bite.
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4
A 90-day quick win. One focused thing to do next, with a success criterion you can show the board in three months.
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5
A one-page board-ready summary. The executive read, ready to share with the CFO, CEO, audit committee or an external advisor without rewriting.
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And the routing. The deliverable names your next step in writing: custom build, platform pilot, ride the native tooling while we advise, or not yet. The routing is what you paid for, so nothing is attached to it.
Format
- About three senior consulting days
- Scheduled around your team
- Remote-led, video and shared docs
- One optional on-site or CFO session
- A structured workbook, specific to your ERP
Who delivers it
A senior Leverage Technologies consultant who already knows your ERP. They have implemented it, supported it and seen the day to day across finance teams in the ANZ mid-market. They are not learning your industry on your budget.
Who it’s for
Finance and operations leaders running Sage Intacct, MYOB Acumatica or SAP Business One. A CFO, financial controller or IT lead usually starts it. The Workshop then folds in the right operational people from your team.
Prepared for a finance team on Sage Intacct
Where AI pays back first
Ranked opportunities
1 Supplier invoice coding
build
2 Month-end reporting pack
ride native
3 Customer statement queries
build
4 Project WIP review
wait
90-day quick win
Supplier invoice coding
success: 70% coded without a human touch
Recommended next step
Custom agent build
two workflows, one connector, already live
readiness flags: data quality amber · permissions green · governance amber
03 · By ERP
Your answer depends on your ERP, your data and the AI you already run.
What good looks like is different in every account: how ready your data is, which AI tools your team already uses, and how much your ERP vendor now does natively. The conversation starts from those three, then gets specific about your own workflows.
Sage Intacct
cloud
Sage has shipped a lot. We will tell you what to use, what to add and what to wait on.
Sage’s R2 release shipped Agent Builder, an AI Gateway, a native Intacct MCP server and a Finance Intelligence agent. That changes the build, buy or wait answer for a lot of finance workflows. The Workshop maps which of your workflows the native tooling now covers, which need a custom agent, and which to ride Sage on, so you do not pay twice.
We help you adopt the native tooling well, then layer on the niche agents Sage is not going to build.
MYOB Acumatica
cloud
Where AI genuinely helps your Australian compliance work.
Acumatica is cloud-first with strong REST coverage. Australian finance work is where the nearest-term value sits: BAS, GST, PAYG and the local chart-of-accounts conventions. The Workshop maps the workflows AI genuinely shortens and identifies the candidates for a bespoke build.
On Acumatica we lead with advisory and custom builds. The Levcore platform is not live on Acumatica.
SAP Business One
live connector
Most AI vendors will not touch B1. We have posted a human-approved order on real data.
SAP Business One has no native AI of its own, and most vendors will not invest in it at ANZ scale, because a large share of B1 sites run on-premise or in a private host. The Workshop shows what is possible on your own SAP Business One data today with our live connector, and maps what comes next if a fully on-premise story matters to you.
This is where the Workshop most often points at a platform pilot, because there is no native alternative to ride.
04 · Our engagements
Five ways to work with us.
Where you start depends on how far along you are. All of these are scoped and quoted per engagement, so the shape fits your business rather than a package.
Executive AI briefings
In-person lunch and dinner sessions hosted by our AI practice. Education first, a live demo of what is working in ERP AI today, and no selling in the room. The easiest way to meet us before anything is on the table.
Register interest →AI Value Workshop
About three senior consulting days, the same shape every time. A ranked AI opportunity map with a written next step. The most common paid entry into the practice.
Book a workshop →AI Governance & Risk Review
A deeper compliance dive for finance and audit-sensitive accounts: data residency, access control, audit trail and vendor risk.
Enquire →Custom Agent Build
A scoped engagement to build a specific agent for your workflow, on the same platform we run for ongoing tenants. Often the natural follow-on from a Workshop.
Scope a build →Strategy & Advisory
Per-hour or retainer-shaped strategic support, for accounts that want ongoing input without a recurring product engagement: board prep, executive briefings, RFP review.
Get in touch →Book a workshop
Your AI roadmap starts when you do.
Senior Leverage Technologies consultants. Your ERP, your data shape, your workflows. A fixed-scope engagement with a board-ready output, and an honest call on the right next step, even when that step is to ride the native tooling while we advise.