Controller and CFO
What is our total AR outstanding, and how much is over 90 days?
How does AP outstanding compare to the same time last year?
Plain-English answers from your live ERP data.
Ask. Boards. Reports. Alerts.
Anserra connects to your ERP and lets anyone on your team ask questions in plain English, build dashboards, schedule reports, and set up alerts. No query writing, no report designer, and no waiting on someone else to pull the numbers.
Anserra supports multiple ERPs. Ask us about yours
Which customers are more than 60 days past due?
| Customer | Invoice | Date | Days | Balance |
|---|---|---|---|---|
| C-10432 | IN-0048812 | 2026-07-14 | 78 | $18,420.00 |
| C-10877 | IN-0048655 | 2026-07-02 | 90 | $9,875.50 |
| C-11205 | IN-0049017 | 2026-07-21 | 71 | $6,210.00 |
| C-10219 | IN-0048590 | 2026-06-28 | 94 | $4,988.25 |
| C-11342 | IN-0049103 | 2026-07-28 | 63 | $3,150.00 |
Show open orders for C-10432Email me this list every Monday
Download ExcelDownload PDF
Ask anything about your Sage 300 data…
AI can make mistakes. Verify critical financial data in Sage 300.
Sample data shown.
Built by Anserra
25+ years in ERP
Already running for clients today
The product
What you can do with Anserra
Everything runs off the same live ERP data, so the number on your dashboard matches the one in your Monday report.
Ask a question, get an answer.
Type it the way you'd ask a coworker. Anserra looks it up in your ERP and shows you the result. If you want to dig further, it suggests the next question. Need it in a spreadsheet? Download for Excel or as a PDF.
What were our top 20 customers by sales last quarter?
| Customer | Orders | Sales |
|---|---|---|
| C-10432 | 48 | $214,680.00 |
| C-10877 | 36 | $189,240.00 |
| C-11205 | 29 | $156,900.00 |
| C-10219 | 24 | $141,075.00 |
| C-11342 | 21 | $128,460.00 |
Which vendors do we owe more than $10,000?Email me this every quarter
Download ExcelDownload PDF
Ask anything about your Sage 300 data…
AI can make mistakes. Verify critical financial data in Sage 300.
Sample data shown.
Build a dashboard by describing it.
Tell Anserra what you want to see, like revenue this month or open purchase orders, and it adds it to your board. Every number refreshes from your ERP when you open it.
Everyone builds their own, so your controller and your sales manager each see what matters to them.
CFO Board
Sample data shown.
Get the report in your inbox.
Describe the report you want, pick how often, and add who should get it. Daily, weekly, monthly or yearly, at the time and day you choose.
AR aging on the 1st. Sales every Monday morning. Whatever your team actually looks at.
Reports
Pick what you want and how often. We email it on schedule.
Top 10 customers by balance due. Bar chart.
controller@yourcompany.com
DailyWeeklyMonthlyYearly
Time of day
08:00 AM
Day of week
Monday
Weekly on Monday at 8:00 AM.
Sample data shown.
Find out when something needs attention.
Tell Anserra what to watch for and how often you want to hear about it. When it happens, you get an email. Add coworkers so they hear about it too.
A customer goes over their credit limit. An invoice crosses 90 days. A large PO gets entered. Anserra lets you know.
Alerts
We will email you when this happens in Sage.
when customer invoices are more than 60 days overdue
Keep emailing, at most once per day
More addresses (optional)
when a customer is more than 60 days overdue on an invoiceArmed
Sample data shown.
How it works
If you can type the question, you can use Anserra.
Most ERP reporting means exports, spreadsheets, and waiting on someone else. Here's what it looks like instead.
1
Ask
Type your question in plain English. You don't need formulas or a report writer.
2
Save it
If you'll want it again, pin it to a dashboard, schedule it as a report, or turn it into an alert.
3
Let it come to you
Reports and alerts show up in your email. Your dashboards are there whenever you open them.
Who uses it
Anyone who's tired of waiting on a report.
A few of the questions people ask:
Sales manager
Who are our top 10 customers year to date?
Which customers haven't ordered in the last 90 days?
Purchasing and operations
Which open POs are past their expected arrival date?
Who are our top 10 vendors by spend this year?
Owner
What were sales this month compared to the same month last year?
Security
Your data stays in your ERP.
Anserra can read your data, but it can't change anything, and it doesn't keep a copy. Here's how that works.
Your team
Signs in with single sign-on. Each person sees only what their role allows.
Anserra
Works out each answer in memory, then throws it away.
Your ERP
Anserra only sees the modules you approve.
Read only
Anserra connects with a login that can only read data. It cannot write, update, delete, or change the data in any way.
Nothing stored
Answers are put together in memory and discarded when the request is done. We don't keep a copy of your data.
Encrypted
Everything travels over HTTPS with TLS, the same protection your bank uses.
Only the modules you pick
You decide what data Anserra can see. Sensitive information you define stays out of reach.
Secure sign-in
Your team signs in through single sign-on. Anyone who isn't signed in never gets near the data.
You decide who sees what
Access is set by role. Your warehouse manager can stick to inventory, and a sales rep can ask about their own customers.
Payroll and passwords stay out
Anserra intelligently excludes sensitive data like payroll and passwords from any queries or access.
Want the details? Read the security statement. Ask for a copy
Integrations
Works with Sage 300 today.
Anserra connects right to your ERP, so every answer is current.
Sage 300
Live
Connects to Sage 300. Clients are using it every day.
Your ERP
By request
If your ERP stores its data in a way we can connect to, tell us which system you run.
Pricing
Pay for your company, add seats as needed.
Every seat can ask questions, build dashboards, schedule reports, and set alerts. Bigger seats get more of each.
Workspace · required
Your company's account
$185 / month
Comes with 2 Regular seats. Want one of them to be Pro or Max? Just pay the difference.
| 2 Regular | $185 |
|---|---|
| 1 Regular + 1 Pro | $305 |
| 2 Pro | $425 |
| 1 Regular + 1 Max | $605 |
| 1 Pro + 1 Max | $725 |
| 2 Max | $1,025 |
| Regular | Pro | Max | |
|---|---|---|---|
| Price | $59 per seat / month | $179 per seat / month | $479 per seat / month |
| Questions | 100 | 400 | 1,200 |
| Reports | 3 | 10 | 25 |
| Dashboards | 1 (3 widgets) | 5 (10 widgets) | Unlimited |
| Email alerts | 3 | 20 | 50 |
Regular
$59 per seat / month
100 questions
3 reports
1 (3 widgets) dashboards
3 email alerts
Pro
$179 per seat / month
400 questions
10 reports
5 (10 widgets) dashboards
20 email alerts
Max
$479 per seat / month
1,200 questions
25 reports
Unlimited dashboards
50 email alerts
Per seat, per month. A question is one query sent to Ask.
Try it free for 30 days.
Use it on your own data before you pay anything.
12-month agreement.
Billed monthly.
Onboarding is free for new clients right now.
That offer can end. Support is included either way.
About
We've been working in ERP for a long time.
Anserra is built by the team that has spent more than 25 years implementing and supporting ERP systems. We know how they're laid out, where the gotchas are, and what finance and operations people ask about every week. We've built all of that into Anserra, and it's already running for clients today.
Live data
Answers come straight from your ERP, so they match what's in the system right now.
Security in writing
The security statement covers how Anserra connects to your data. Read it
Support from people who know ERP
When you call, you talk to the team that built it.
Want to see it with your own questions?
Try it free for 30 days, or book a quick walkthrough and we'll show you how it would connect to your system.
We'll get back to you within one business day.
Prefer email? info@sosconsultingservices.net