Palterion provides an operational software platform that unifies ERP, accounting, and spreadsheet data into a single live model, letting users query any metric and instantly see its source. The system embeds AI that suggests actions, which must be approved by a human and are fully logged for auditability, with fine‑grained access controls.
Funding
Funding not disclosed
Founders
Product
Problem
Organizations that rely on multiple ERP systems, accounting tools, and spreadsheets struggle with fragmented data, making it difficult to obtain real-time business metrics and to ensure accountability for operational decisions.
Solution
Palterion delivers an operational software platform that unifies ERP, accounting, and Excel data into a single live model, allowing users to query any metric and trace its source instantly. The platform embeds AI that proposes actions, which must be approved by a human, ensuring governed automation. All interactions are fully logged for auditability. Deployments can run on Palterion’s cloud or on the customer’s own infrastructure, including the AI model, giving full control over data residency. The solution provides a read‑only mode until the organization decides to enable write‑back, eliminating disruptive migrations.
Target Audience
Primary customers are operators in hospitality, real estate, logistics, manufacturing, and private‑equity portfolio companies that need a single source of truth for operational decision‑making.
Features
- Real‑time integration of ERP, accounting software, and spreadsheets into one live operational model
- AI‑driven action recommendations with mandatory human approval and comprehensive activity logging
- Fine‑grained access controls so the AI sees only data each user is permitted to view
- Flexible deployment options: hosted cloud service or on‑premises installation, including the AI engine
- Read‑only default mode to prevent unintended data changes during initial rollout
- Unified query interface that shows the source of every answer for full traceability