AI, agents & integrations

AI built in. Open to your agents.

Put AI to work across scoping, estimation, reviews and commercial decisions. Use Estii's built-in intelligence, connect your own agents, and integrate with the systems your business already runs on.

Deal intelligence

Commercial intelligence on every deal

Estii continuously reviews scope, pricing, margins and delivery commitments, surfacing risks, inconsistencies and questions worth investigating before approval.

Deal review findings
Deal review findings
Library intelligence

A library that learns from every deal

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.

Library suggestions awaiting review
Library suggestions awaiting review
Compare agent

Understand every change between versions

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.

Detailed comparison between deal versions
Detailed comparison between deal versions
Import agent

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.

Import agent reading a proposal
Import agent reading a proposal

Put Estii behind your agents

MCP server

Ask your AI what a scope change does to margin, reprice the deal, or check the assumptions. The answers and changes come from the same commercial model your team uses in Estii.

Set up MCP

Keep your CRM and commercial decisions aligned

Keep opportunity values, deal status and approved commercial details synchronised with Salesforce. Estii connects commercial decisions to your sales pipeline, with additional CRM integrations available on request.

Estii Salesforce integration
Estii Salesforce integration

Automate work across your systems

Trigger actions from approvals, deal changes and other activity. Connect Slack, Teams and your existing tools through workflow automations, webhooks, REST API and CLI.

No-code workflow automations
No-code workflow automations

Carry approved scope into delivery

Push structured scope, budgets and work breakdowns into Jira and ClickUp, so delivery teams have the detail behind what was sold. Additional delivery platform and PSA integrations are available on request.

Estii Jira and ClickUp integrations
Estii Jira and ClickUp integrations

See what your deal looks like in Estii.

Upload a commercial proposal, SOW or estimate and explore the result.

Free. No account required.