Works with your AI.Grounded in your commercial model.
Connect Claude, ChatGPT or your own agents to your deals, rates and reusable work. Match requirements, review commercial risks and understand the impact of changes before approval.
What your agents can do with Estii
Ask in plain language, using the names your team uses. Changes are previewed before they apply.
Understand what's affecting margin
“Which parts of the Acme Customer Portal have the lowest margins?” See the lower-margin parts and how far each pulls the margin down.
Rescope a deal
“Descope the $40K reporting module and reduce the timeline by 2 weeks.” See the new price, margin and end date, then apply the changes.
Check capacity
“What does our capacity look like over the next six months?” See weekly resource demand from won work and potential deals.
Works with the AI your team already uses
Connect your assistant and sign in with your Estii account to work with your deals, pipeline and library.
Claude
Add the Estii plugin from Claude's directory, then sign in with your Estii account.
Connect ClaudeOther assistants
Using a different assistant? See the setup guides, or talk to us about connecting it to Estii.
Setup guidesDeterministic at the core.AI where it helps.
Price, cost, margin, schedule and revenue are calculated from your rates, scope and commercial rules. The same inputs give the same numbers. AI does the reading, checking and drafting around that core, and people make the commercial decisions.
People approve the deal
AI surfaces findings and drafts work. Approvals stay with your approvers, in Estii.
Agents work within your access
Connected agents use the same roles and permissions as your team, and changes are previewed before they apply.
Your commercial context, built in
Estii uses your deal data and library of proven work to match requirements, suggest improvements and explain changes.
Built into your commercial workflow
Review deals, match requirements and explain changes using your commercial model and library of proven work.
See commercial risks before approval
Estii checks every deal against your commercial rules, reading across scope, pricing, margin, schedule and payments to surface risks, inconsistencies and questions worth investigating before approval.
Build estimates from buyer requirements
Match buyer requirements to work in your library and deal. Build the estimate from accepted matches, with potential conflicts flagged for review.
Improve your library with approved work
Find relevant work using natural language. As deals are approved, Estii identifies opportunities to improve your library, suggesting new items and updates for your team to review.
Understand what changed and its commercial impact
Go beyond the headline numbers. Estii analyses changes to scope, pricing, resources and payments, explaining what moved, why it matters and what drove the difference.
Turn existing documents into structured deals
Import proposals, SOWs, spreadsheets and estimates. Estii extracts the scope and commercial details, builds a structured deal and highlights anything that needs clarification.
Bring your toughest deal.
Upload a proposal, SOW or estimate and explore it as a working deal in Estii.
Free. No account required.