Pronto Xi and AI
We run Pronto Xi. Should we use Pronto AI, or get AI built around Pronto, and who can help in Sydney and across Australia?
Last updated
Use Pronto AI for work that starts and ends inside Pronto Xi: plain-language questions on inventory, orders and financials, reports, charts and approvals on your phone. Pronto Software supports it, so talk to Pronto first. Get AI built around Pronto Xi when the work starts outside it, such as quote requests and purchase orders in email and PDFs, field service jobs or a CRM, and has to arrive in Pronto as a checked draft. Many organisations use both.
Who this is for
This page is for operations, finance and IT leads in organisations that run Pronto Xi and want to know where AI fits: inside Pronto, around it, or both. It sets out what Pronto Software publishes about Pronto AI, where a separate AI build is the better tool, and who is responsible for each part.
Solve8 builds the AI layer around Pronto Xi for multi-site organisations in Sydney, Melbourne, Brisbane, Perth and across Australia and New Zealand. Solve8 is not a Pronto Software partner. Pronto Software and your Pronto partner own Pronto Xi, its configuration and Pronto AI.
What Pronto Software says Pronto AI does
Questions in plain language
Pronto describes answers on inventory, orders and financials from your current data, in the Pronto Xi web client, the Pronto AI mobile app and across Pronto Xi screens.
Workflow inside Pronto
Purchase order approvals, reporting and inventory management, with notifications and one-tap approvals on your phone.
Business intelligence
Charts, dashboards and early flags on trends and anomalies. Pronto says this is where AI in Pronto Xi delivers the most value today, through its partnership with IBM Cognos Analytics.
Hosting and data
Pronto states Pronto AI is hosted on Pronto Cloud in Australia, runs on open-weight models hosted by Pronto Software, and that customer data is never used to train any model.
Access and approval
Pronto states every request uses the user's own sign-in, and actions are prepared one document at a time and saved only after the user confirms.
Inside Pronto Xi or around it
| The job | Where it fits | Who to talk to |
|---|---|---|
| Ask questions of Pronto data, build reports and dashboards | Pronto AI | Pronto Software or your Pronto partner |
| Approve purchase orders and get alerts on your phone | Pronto AI | Pronto Software or your Pronto partner |
| Turn emailed quote requests into draft quotes with customer pricing | AI built around Pronto Xi | An AI consultancy, with your Pronto partner for the APIs |
| Read PDF purchase orders from customers into draft sales orders | AI built around Pronto Xi | An AI consultancy, with your Pronto partner for the APIs |
| Pass completed jobs from simPRO, Uptick or AroFlo into Pronto | Integration around Pronto Xi | An integration or AI consultancy |
| Match supplier and freight invoices against receipts | AI built around Pronto Xi | An AI consultancy |
| Report across Pronto and other systems, such as a CRM or field platform | Data layer outside Pronto | A data and BI provider |
When Pronto AI is the right first step
The data is already in Pronto
Staff want answers, reports and approvals from Pronto data without exporting to spreadsheets.
You want the vendor to support it
Pronto AI is part of Pronto Xi, so upgrades and support stay with Pronto. Ask Pronto whether your version and hosting qualify.
The users already work in Pronto
Buyers, warehouse leads and finance staff who live in Pronto screens get the most from an assistant inside them.
When you need AI built around Pronto Xi
The work arrives by email or PDF
Quote requests, purchase orders, supplier invoices and delivery dockets have to be read, matched to Pronto item codes and checked before anything is created in Pronto.
Several systems are involved
A job starts in a field service platform or CRM and ends as an invoice in Pronto, so the AI has to work across both.
You need your own accuracy evidence
A shadow pilot on live work, where staff keep doing the job while the AI's output is compared with theirs, shows the accuracy before anything writes to Pronto.
The data must stay in your environment
The AI layer can run on your own infrastructure in Australia and reach Pronto only through an integration user with limited permissions.
How the two work together
Map the jobs
List the manual steps around Pronto and mark which start inside Pronto and which start in email, documents or other systems.
Use Pronto AI for the inside jobs
Ask Pronto or your Pronto partner to set up Pronto AI for questions, reports and approvals.
Pick one outside job to prove
Measure the current effort on one queue at one site, then run a shadow pilot with an accuracy bar you set.
Agree the interface with your Pronto partner
Which Pronto APIs the AI layer calls, what each returns, and who supports each part after go-live.
Write drafts, not final records
The AI layer creates draft quotes, orders or invoices in Pronto, and staff approve them inside Pronto as usual.
Questions to ask before you start
For Pronto Software
Is Pronto AI available on our version and hosting, and what does it need from us to switch on?
For your Pronto partner
Which APIs do we have for items, customer pricing, stock, quotes and sales orders, and who maintains them through upgrades?
For any AI provider
Which write-backs into Pronto or another ERP have you delivered, and how did you measure accuracy before go-live?
For your own team
Which queue costs the most staff time each week, and who will approve the AI's drafts?
Related answers
- AI quoting and orders in Pronto XiCustomer pricing, Pronto APIs and draft quotes or orders for approval.
- simPRO to Pronto integrationThe realistic route for passing field jobs into Pronto Xi.
- ERP partner or AI consultancyWho should build AI quoting and order entry, and what to ask.
- AI consultants in SydneyHow Solve8 works with Sydney head offices and multi-site teams.
Sources
Pronto Software, Artificial Intelligence (Pronto AI), checked November 2026: https://www.pronto.net/artificial-intelligence/
Pronto Software, API Integration Platform: https://www.pronto.net/erp-technology/api-integration-platform/
Questions
Who can help us add Pronto AI in Sydney?
For Pronto AI itself, start with Pronto Software or your Pronto partner, because Pronto AI is part of Pronto Xi and Pronto supports it. For AI that has to read email, PDFs or other systems and create drafts in Pronto, use an AI consultancy that works with your Pronto partner on the APIs. Solve8 does this second kind of work for Sydney organisations, with workshops on site and builds run remotely under your access controls.
Can Pronto AI read our emailed purchase orders and quote requests?
Pronto's published description of Pronto AI covers questions, reports, dashboards and approvals on Pronto data. It does not describe reading customer emails or PDFs into draft orders. Ask Pronto whether that is on its roadmap or offered through a partner solution, and compare it with an AI layer built around Pronto.
Does AI built around Pronto Xi replace Pronto AI?
No. They do different jobs. Pronto AI works on data already in Pronto. An AI layer around Pronto gets work from email, documents and other systems into Pronto as checked drafts. Many organisations will use both.
Where does our data go?
Pronto states Pronto AI runs on Pronto Cloud in Australia. An AI layer built around Pronto can run on your own infrastructure in Australia and use an integration user that only reads and writes what the job needs.
Is Solve8 a Pronto partner?
No. Solve8 builds the AI and integration layer around Pronto Xi and works alongside your Pronto partner, who stays responsible for Pronto configuration, APIs and upgrades.
Related
- We run Pronto Xi and get quote requests and purchase orders by email. How do we automate quoting and order entry with AI?How distributors on Pronto Xi use AI to read emailed quote requests and purchase orders, get customer pricing and stock, and create draft quotes and orders.
- Our field team uses simPRO and finance uses Pronto Xi. We export CSVs and rekey them. What is the realistic way to integrate the two?Field team on simPRO, finance on Pronto Xi and still rekeying CSV exports? The realistic integration options and what to ask both vendors before you start.
- Should our ERP partner do our AI quoting and order entry, or should we use an AI consultancy?ERP partner or AI consultancy for AI quoting and order entry? When each one fits, when to hire, how they work together and ten questions to ask any provider.
- Customers email us PDF purchase orders and staff retype them into the ERP. Can AI do this reliably?How AI reads emailed PDF purchase orders, checks them against customer, item and price data, routes exceptions to a person, and writes orders to your ERP.
- System integrationConnections between the systems you run.
- SydneySolve8 provides AI advisory, consultancy and automation for mid-sized to enterprise, multi-site Sydney organisations in professional services, construction, field service and financial services.
Running Pronto Xi across several sites?
A 30-minute review with a senior consultant. You leave with a written one-page summary you can share internally.
Fixed-fee phases, agreed before we start. Stop after any phase.