9 AI Tools ERP Consultants Are Using in 2026 (And Why They Work)

If you’ve ever sat in a project update meeting and heard the words “timeline extended” or “budget revised”, you know ERP projects can test even the most powerful leadership teams.

In 2024, 53.4% of ERP consultants used some form of AI in their projects. In 2026, that number has jumped to 72.6%, and for good reason. AI is no longer a “nice-to-have.” It’s what keeps complex ERP programs moving, data clean, and ROI within sight.

This isn’t about chasing trends. It’s about delivering results in environments where delays cost millions and every week of downtime is felt in the P&L.

Over the past few years, the ERP consulting landscape has shifted dramatically. ERP implementation consultants that once relied entirely on manual processes are now leveraging AI to close gaps in speed, accuracy, and insight.

Industry-wide, the difference is clear:

• Without AI: Data entry errors, sluggish reporting, and forecasting that misses market shifts.
• With AI: Cleaner data, faster decisions, smoother workflows, and projects that hit their targets.

In 2026, the conversation is not whether to use AI in ERP projects. It’s about which tools to choose and how to integrate them effectively.

We have covered nine such AI tools that we use during ERP implementations and are among the most widely adopted by leading ERP consultants this year, each serving a specific purpose in improving project outcomes.

But before we get to them, it’s worth understanding the specific challenges ERP projects face when AI isn’t in the mix.

ERP consulting without AI often looks like this:

• Manual reporting slows down decision-making - Project teams wait for analysts to compile data before they can act.
• Human error - Data entry mistakes compound over time, creating costly rework.
• Inefficient workflows drag out timelines - Teams duplicate effort, approvals get stuck, and integration steps are missed.
• Forecasting remains reactive - Businesses can’t predict failures beforehand.

Consider a mid-size US manufacturer in the process of an ERP migration (For example, Odoo migration) without AI. Data mapping is handled manually, errors slip through until late-stage testing, and regression cycles have to be repeated. The go-live date pushes out by months, and costs rise well beyond projections.

Now, imagine the same scenario with AI-driven document processing, automated testing, and predictive analytics in place. Those extra months compress into weeks, with fewer errors and less disruption.

This contrast is what’s driving the rapid adoption of AI tools in ERP projects in 2026.

We have grouped these tools based on their core functionality. You can see clearly how these tools fit in your ERP implementation roadmap.

For Documentation & Knowledge Management

These tools keep everyone on the same page. Literally, from blueprint to final go-live.

Notion AI

Imagine having a project coordinator who never sleeps, never misses a detail, and can pull up any piece of project info in seconds - that’s Notion AI. It takes your meeting notes and turns them into clear action items, builds step-by-step SOPs for Odoo, SAP, ERPNext, or Salesforce, and can create a migration checklist or project timeline before you’ve even finished your coffee.

For consultants, it means spending less time on documentation and more time solving the real challenges of ERP implementation.

For businesses, it means everyone’s working from the same accurate, up-to-date playbook, whether they’re across the hall or the country.

Guru

Guru is like having your entire ERP team’s brain in one place, and you can tap into it anytime. Need SAP configuration steps, a Salesforce migration checklist, or an Odoo training guide? Just ask, and it’s there, no matter whether you’re on Slack, Teams, or halfway through a client meeting.

For consultants, it’s a lifesaver: no more digging through endless folders or chasing down colleagues for answers.

For businesses, it means your team always has the right info at the right time, keeping projects on track. It’s the closest thing to having your most experienced ERP expert in the room, all the time.

Glean

Glean is like having an intelligent assistant who remembers every detail of your ERP project and can find it in a heartbeat. Need a particular SAP migration note from six months ago? An Odoo configuration step you discussed last week? Or a Salesforce report template you used last year? Just ask, and Glean brings it up instantly.

For consultants, it’s the end of digging through endless files or chasing email threads.

For businesses, it means faster onboarding, fewer support tickets, and a team that can keep moving without hitting “where do I find that?” roadblocks. It’s the kind of tool that quietly keeps ERP projects running smoother and faster.

For Workflow Automation

Using AI-powered automation relieves everyone from the pain of repetitive and error-prone tasks during the ERP rollouts.

Nanonets

Nanonets accelerates ERP projects by automating repetitive tasks. It reads invoices, purchase orders, and receipts, pulls out the correct details, and sends them straight into Odoo, SAP, ERPNext, or Salesforce — no manual entry needed.

For consultants, it speeds up migrations and configuration.

For businesses, it means fewer errors, quicker approvals, and a smoother path to go-live. It’s like having a reliable teammate who handles the paperwork instantly and gets it right every time.

ClickUp

ClickUp is like your ERP project’s command center, keeping everything organized and moving without the constant back-and-forth. It assigns tasks to the right people, updates progress automatically, and turns meeting notes or chat discussions into clear action items.

For consultants, it cuts down on status meetings and endless follow-ups.

For businesses, it means every team member knows exactly what needs to be done and when, keeping projects on track from kickoff to go-live.

For Predictive Analytics and Reporting

These tools create a dashboard and turn ERP data into a project management advantage, helping consultants and business teams stay ahead of bottlenecks, avoid rework, and keep timelines intact.

Dataiku

Dataiku helps in ERP projects to run smoothly by turning raw data into accurate forecasts. It can predict demand, spot performance issues before they cause delays, and keep ERP data clean, all while the implementation is still underway.

For consultants, it means spending less time collecting data and more time making informed decisions.

For businesses, it means plans are based on what’s likely to happen next, not just on past reports. It’s like having a built-in forecasting team working alongside your ERP.

Tableau

Tableau turns ERP data into clear, interactive dashboards that teams can actually use. It answers questions in plain language, spots trends early, and makes large datasets easy to understand.

For consultants, it means faster reporting without hours of manual work.

For businesses, it means everyone, from project teams to executives, can see the right information at the right time to keep the ERP rollout on track.

Power BI

Power BI makes ERP data easy to understand and act on. It turns numbers into interactive dashboards, gives real-time insights, and even forecasts what’s coming next.

For consultants, it means quick, accurate reporting without digging through endless spreadsheets.

For businesses, it means faster decisions, clearer visibility, and a smoother ERP rollout from start to finish.

For Cross-Functional Team Management

Cross-functional team management tools keep consultants, developers, and business teams aligned. So decisions happen quickly, handoffs are smooth, and no one’s left wondering what’s next.

Monday.com

Monday.com makes it easier for every team involved in an ERP project to work together, from consultants and developers to finance, operations, and IT. It assigns tasks, tracks progress, and shares updates in real time, so no one’s left guessing who’s doing what or when it’s due.

For consultants, it keeps communication clear across all stakeholders.

For businesses, it ensures every team stays aligned and the ERP rollout moves forward without unnecessary delays.

AI tools don’t just “plug into” an ERP and magically start working. Every ERP—Odoo, SAP, Salesforce, ERPNext—has its own logic, data structures, and access rules. So the way these AI tools connect varies depending on the ERP and the job they’re meant to do.

Here’s what it actually looks like in real ERP projects:

Native / Direct Integrations (when both tools already support each other)

Some tools have ready-made connectors that work straight out of the box.

Think of it like:
“Log in → select ERP → connection established.”

Examples:

• Tableau with SAP
• Power BI with Salesforce / Dynamics
• Dataiku with SAP HANA or Snowflake

What this gives you: Faster setup, stable sync, and minimum configuration.

API-to-API Integration (most common in ERP projects)

Every ERP exposes APIs. Most AI tools expose APIs too.
Consultants simply connect both sides.

How it works:

• The AI tool pulls ERP data via API
• Processes or enriches it
• Pushes back results or updated records

Examples:

• Nanonets reading invoices → sending entries to Odoo/SAP
• Notion AI updating ERP task lists or process docs through an API trigger
• Guru fetching configuration data to build support cards

Why consultants use APIs:
They’re secure, flexible, and can handle custom fields/workflows.

Middleware (Zapier, n8n, Make, Boomi, MuleSoft)

When two tools don’t talk directly, middleware becomes the translator.

Scenario: Notion AI → Zapier → Odoo
Guru → Make → Salesforce
ClickUp → n8n → ERPNext

Middleware handles:

• Data sync
• Task automation
• Notifications
• Document flow

This avoids custom development and keeps things simple.

Custom Connector Scripts Built by Consultants

In many ERP implementations, the ERP is heavily customized. So consultants build small scripts or connector apps so AI tools understand the ERP’s structure.

These are typically built in:

• Python (Odoo, ERPNext)
• Apex (Salesforce)
• ABAP/BAPIs (SAP)
• Webhook handlers

These scripts control what comes in, what goes out, and how the data should behave in the ERP.

Data Warehouse Integration (for analytics tools)

Tools like Power BI, Tableau, Dataiku rarely hit the ERP directly during reporting. Instead, consultants route ERP data into a warehouse or lake:

ERP → ETL/ELT → Snowflake / BigQuery / Redshift → AI Tool

This avoids slowing down the ERP during large dashboards or forecasts.

Scheduled Jobs & Background Automation

For tools that handle repetitive or bulk tasks, consultants set up background jobs:

• Pull pending records
• Clean or enrich data
• Push updates back to ERP
• Trigger approvals or notifications

This is common for:

• Nanonets (documents)
• ClickUp (tasks)
• Dataiku (forecasting)

These jobs run silently without users ever noticing.

When AI becomes part of an ERP rollout, three things shift almost immediately — the project moves faster, the quality gets better, and the ROI starts showing up sooner. Here’s the breakdown.

Project Timelines Get Shorter

AI quietly cuts out the bottlenecks that slow down ERP work.

Where the time savings come from:

• Faster regression testing (often 60–70% quicker)
• Automated data validation reduces endless correction loops
• Documentation becomes easier to update and access
• Less dependency on manual reminders, follow-ups, and task updates
• Issues are flagged earlier, which means fewer last-minute delays

What this means for the project:

• Smoother UAT cycles
• Fewer timeline extensions
• Go-live dates stop drifting

Quality Improves Across the Board

With AI cleaning data, tracking dependencies, and keeping information consistent, the entire project becomes more predictable.

Quality boosts you’ll see:

• Cleaner data before migration
• Fewer mismatched requirements
• Reduced rework in testing
• Fewer “we discovered this too late” issues
• Better documentation and knowledge transfer

End result:

• A more stable build
• Less chaos during UAT
• Fewer escalations and surprises

ROI Shows Up Earlier

A faster, cleaner implementation naturally improves returns.

ROI improvements during the project:

• Lower effort spent on repetitive tasks
• Fewer resource hours on data cleanup
• Reduced cost overruns due to delays

ROI improvements after go-live:

• Teams adopt the ERP faster
• Forecasting and reporting become more reliable
• Processes stabilize earlier
• Productivity gains show up months sooner

On average:
Businesses often see 20–30% better ROI in the first three years when AI handles the heavy lifting behind documentation, testing, and data prep.

AI definitely smooths out the rough edges in an ERP project — it speeds up documentation, keeps data cleaner, and helps teams stay on track. But it doesn’t replace the experience or the judgment that keeps an implementation from going off the rails.

That’s where Uncanny steps in.

With deep Odoo expertise and a very hands-on approach, we make sure AI actually supports your process instead of complicating it. We align your teams, fix bottlenecks early, and keep the rollout predictable — not chaotic.

AI makes things faster.
Uncanny makes the whole thing work.

What are the most used AI tools in ERP projects in 2026?

The most widely used tools include Notion AI, Guru, Glean (documentation), Nanonets and ClickUp (automation), and Dataiku, Tableau, and Power BI (analytics). These tools help speed up timelines, reduce errors, and improve reporting.

How does AI help in ERP implementation?

AI automates repetitive tasks, improves data accuracy, accelerates testing, and provides real-time insights. This leads to faster project delivery, fewer errors, and smoother decision-making.

Can AI fully replace ERP systems?

No. AI enhances ERP performance but cannot replace an ERP system. It supports processes, improves accuracy, and assists with forecasting, but core operations still run through the ERP.

How do AI tools integrate with ERPs like Odoo, SAP, or Salesforce?

Integration happens through native connectors, APIs, middleware (like Zapier or Make), or custom scripts. The method depends on the ERP’s structure and project complexity.

Why do ERP projects get delayed without AI?

Manual data entry, slow reporting, repeated rework, and poor forecasting often cause delays. AI reduces these bottlenecks by automating workflows and improving visibility.

What is the ROI of using AI in ERP implementations?

Businesses typically see faster go-live timelines, fewer errors, and better adoption. Many projects see a 20–30% improvement in cash flow within 3 years due to cleaner data and improved forecasting.

Which AI tool is best for ERP documentation?

Notion AI, Guru, and Glean are popular choices. They help create SOPs, organize project knowledge, and surface information quickly during ERP rollouts.

Do small and mid-sized companies benefit from AI in ERP?

Yes. AI reduces manual work, speeds up decision-making, and keeps projects under budget — making it especially valuable for SMBs with limited resources.

What role does an ERP consulting partner play when AI tools are used?

AI handles the automation; the partner handles the strategy. A consulting partner ensures proper planning, aligns teams, cleans data, and manages the implementation. Tools help — expertise executes.

Why choose Uncanny for Odoo implementation with AI?

Uncanny combines deep Odoo expertise with practical use of AI tools to shorten timelines, reduce errors, and make adoption smoother. You get the speed of AI plus the reliability of a structured, experienced consulting team.