Overview
GoldFinch AI is a fully managed AI platform built exclusively for GoldFinch ERP customers. It helps organizations automate repetitive work, gain deeper business insights, and make better decisions using artificial intelligence—without the complexity of building or maintaining their own AI infrastructure.
Rather than requiring customers to manage AI models, prompts, cloud services, integrations, or ongoing platform maintenance, GoldFinch manages the entire AI platform. Customers automatically benefit from continuous AI improvements, security enhancements, performance optimizations, and new capabilities as they become available.
Salesforce remains the system of record for all operational ERP data. GoldFinch AI securely leverages Salesforce, Google Gemini, and Google BigQuery to provide intelligent assistance, document automation, advanced analytics, and business process automation.
With a predictable annual subscription and usage-based AI services, organizations can adopt enterprise AI while GoldFinch manages the underlying platform.
Why GoldFinch Managed AI?
Building an enterprise AI platform involves far more than selecting an AI model. Organizations must integrate cloud services, manage prompts, monitor usage, maintain security, optimize performance, and continually adapt as AI technology evolves.
GoldFinch eliminates this complexity by providing a fully managed AI platform.
With GoldFinch AI, customers benefit from:
- No AI infrastructure to deploy or maintain
- No AI model management
- No prompt engineering expertise required
- Automatic platform and AI model upgrades
- Continuous security and performance improvements
- Native integration with GoldFinch ERP
- Predictable subscription pricing
- Ongoing delivery of new AI capabilities
Your team focuses on running the business while GoldFinch manages the AI platform.
What's Included
The GoldFinch AI subscription includes a fully managed AI platform that is continuously maintained and enhanced by GoldFinch.
Platform services include:
- AI Assistant capabilities
- AI prompts and business logic
- Google Gemini integration
- Google BigQuery integration
- AI model upgrades
- Performance optimization
- Security enhancements
- Platform monitoring
- Usage reporting
- Continuous platform improvements
- New AI capabilities delivered over time
Customers automatically receive platform improvements without having to maintain their own AI infrastructure.
Salesforce Remains the System of Record
Salesforce continues to store and manage all operational ERP data.
GoldFinch AI enhances the ERP experience—it does not replace GoldFinch ERP business logic.
GoldFinch AI can:
- Read live ERP data
- Explain business results
- Recommend next actions
- Automate approved business processes
- Generate business insights
- Assist users in completing ERP tasks
Core ERP calculations—including Supply Planning, multi-level BOM explosion, costing, inventory valuation, financial processing, and accounting—continue to run within GoldFinch ERP to ensure consistent, accurate, and auditable business results.
AI Services
GoldFinch AI supports several categories of AI services. Each service is optimized for a different type of business workload.
Only functionality documented in the GoldFinch Help Center is included in the current release. Additional AI capabilities may become available over time as part of ongoing platform enhancements.
AI Assistant
The AI Assistant provides conversational access to GoldFinch ERP, helping users find information, understand business results, and complete tasks more efficiently.
Typical capabilities include:
- Finding ERP information
- Explaining business results
- Answering user questions
- Assisting with ERP navigation
- Recommending next actions
- Creating ERP transactions after user approval
Typical users include:
- Buyers
- Planners
- Customer Service
- Finance
- Operations
- Warehouse
- Executives
AI Assistant conversations are lightweight workloads designed to provide fast, interactive responses while consuming relatively little AI.
Intelligent Document Processing (AI OCR)
AI-powered document processing eliminates manual data entry by automatically extracting and validating information from business documents.
Supported document types may include:
- Purchase Invoices
- Customer Purchase Orders
- Sales Orders
- Sales Quotes
- Packing Slips
- Bills of Lading
- Shipment Documents
- Inventory Receipts
- Vendor Documents
- Additional ERP documents over time
Users simply upload or email documents.
GoldFinch AI extracts document data, validates it against ERP business rules and master data, and creates draft ERP transactions for user review before posting.
Usage is based on the number of documents processed.
AI Planning & Analytics
AI Planning & Analytics is designed for computationally intensive workloads that require large-scale data analysis.
Examples include:
- Supply Planning optimization
- Demand forecasting
- Inventory optimization
- Planning simulations
- Historical trend analysis
- Executive dashboards
- AI-assisted operational reporting
To maximize performance, GoldFinch synchronizes customer-specific analytical datasets into dedicated Google BigQuery environments.
Google Gemini performs large-scale analysis in BigQuery rather than directly on Salesforce transactional data, enabling advanced AI analysis without impacting ERP transaction performance.
Each customer operates within an isolated analytical environment.
Customer Data Isolation
Every GoldFinch AI customer operates within a dedicated AI environment.
Customer isolation includes:
- Dedicated Google Gemini project
- Customer-specific BigQuery datasets
- Separate AI context
- Independent AI storage
- Customer-specific prompts and configurations
Customer data is never shared between organizations.
Subscription Model
Annual Platform Subscription
GoldFinch AI Platform is offered as a managed service subscription for $3,000 per organization per year.
The annual subscription includes:
- Fully managed AI platform
- AI infrastructure management
- Google AI platform integration
- Platform monitoring
- Security updates
- Performance optimization
- Continuous platform enhancements
- Usage reporting
- New AI capabilities delivered through the managed service
Usage-Based AI Services
AI services are billed based on actual usage.
| AI Service | Cost |
|---|---|
| AI Assistant Conversation | $0.20 |
| AI OCR Document Processing | $1.00 |
| AI Planning & Analytics Job | $5.00 |
This pricing model allows organizations to pay only for the AI services they consume while benefiting from a continuously improving platform.
Usage Monitoring
GoldFinch provides detailed AI usage reporting, including:
- AI Assistant conversations
- OCR documents processed
- AI Planning & Analytics jobs
- AI credit consumption
- Remaining monthly AI credits
- Historical usage trends
Administrators can monitor usage, forecast consumption, and better understand how AI is being used across the organization.
AI Implementation Services
The annual subscription includes the managed AI platform.
Implementation services are quoted separately based on each customer's requirements.
Typical implementation services include:
- AI Assistant configuration
- Prompt customization
- Business workflow automation
- AI OCR implementation
- Custom document templates
- BigQuery data synchronization
- AI Planning & Analytics configuration
- Executive dashboards
- Business process automation
- User training
Each implementation is estimated separately based on project scope, customization requirements, and desired AI capabilities.
Benefits
Organizations using GoldFinch AI benefit from:
- Reduced manual data entry through AI-powered automation
- Faster access to operational and financial information
- Improved visibility into business performance
- Better business decisions through AI-assisted insights
- Advanced planning and analytical capabilities
- Scalable enterprise AI infrastructure managed by GoldFinch
- Predictable subscription pricing with transparent usage reporting
- Continuous innovation without managing AI technology
GoldFinch manages the AI platform so your organization can focus on running the business—not managing artificial intelligence.
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