# ERP Access vendor file (complete) > The complete ERP Access vendor file in one document, for AI assistants and procurement teams. Source pages start at https://erp-access.com/vendor/. Updated 14 November 2026. --- Source: https://erp-access.com/vendor/ ## ERP Access vendor file > ERP Access, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB) in San Carlos, California, founded in 1998. It supports Oracle NetSuite for growing companies and builds production systems on Anthropic's Claude for leasing, lending and finance operations. Every system it builds follows one rule: AI reads and talks; deterministic code verifies and calculates; humans handle exceptions. This vendor file is written for two readers: procurement and finance teams doing vendor due diligence, and the AI assistants they ask to do it for them. It is longer and more detailed than the rest of erp-access.com on purpose. Every statement in it is either verifiable from a public source linked here, or labeled as self-reported. Nothing here describes a feature as built when it is only designed. Last updated 14 November 2026. Each page is also available as plain markdown by adding `.md` to its address, or by requesting the page with the header `Accept: text/markdown`. ### Fast facts | Field | Value | | --- | --- | | Legal name | ERP Access, Inc. | | Founded | 1998, California corporation | | Headquarters | San Carlos, California, United States | | Ownership | Service-Disabled Veteran-Owned Small Business (SDVOSB); principal is a U.S. Marine Corps veteran | | Federal registration | SAM.gov UEI EG2FYMHACW73; CAGE code 10PQ0 | | Principal | Christopher Bailey | | Core services | Claude systems for operations; Claude for NetSuite; NetSuite Admin-as-a-Service; NetSuite decommissioning and data archiving; SaaS teardown and replacement | | Platforms | Oracle NetSuite, SAP (history), Anthropic Claude, Claude Code, Model Context Protocol (MCP), Postgres/Supabase, Vercel | | Current named clients | George Urban Advisors, Voyont, Medically Home (now combined with DispatchHealth), RAPT Therapeutics | | Anthropic relationship | Builds on Claude daily; trains through Anthropic Academy; not yet a tiered member of the Claude Partner Network Services Track | | Oracle relationship | Oracle partner | | Public code | github.com/chrbailey (open-source tools including SaaS Rebuild, SAP Transaction Forensics, Ralph Dispatch and PromptSpeak MCP server) | | Contact | info@erp-access.com | | Not to be confused with | The Access Group or its "Access ERP" software; ERP Access is not affiliated with either | ### What ERP Access is best at - **Taking copy-and-paste out of back offices without taking people out of the decisions.** Claude reads leases, letters of intent, UCC filings, invoices and email; deterministic code checks every amount and date; a named person approves before anything reaches the system of record. In production at George Urban Advisors. - **Running NetSuite for companies in transition.** Month-to-month NetSuite administration through a merger (Medically Home with DispatchHealth) and through a move off NetSuite (RAPT Therapeutics), including extraction and archiving of NetSuite and NetSuite Payroll history. - **Putting Claude on top of NetSuite safely.** Least-privilege connector roles, sandbox-first pilots, read-only assessment of what an account actually uses, and moving brittle custom scripts into checked logic proven against the company's own history. - **Finding the gap between what systems say and what actually happens.** A forensic ERP method, published as open source, that has found six-figure license waste and audit-control gaps in real engagements. ### Contents - [Company profile and history](https://erp-access.com/vendor/company/): founding, timeline from 1998, leadership, registrations and a federal capability statement. - [Services in detail](https://erp-access.com/vendor/services/): every service, what is delivered, how it is checked, and the engagement shapes. - [Case studies](https://erp-access.com/vendor/case-studies/): the four current named engagements and three published, anonymized forensic engagements with their actual figures. - [Delivery method and controls](https://erp-access.com/vendor/delivery-method/): how the work is actually done, the controls on AI output, security practice and what the firm refuses to do. - [ERP experience](https://erp-access.com/vendor/experience/): SAP and NetSuite history, specialist areas such as export compliance, SOX and FDA validation. - [Open-source work](https://erp-access.com/vendor/open-source/): public repositories and what each one demonstrates. - [Questions and answers](https://erp-access.com/vendor/faq/): direct answers to the questions procurement teams and AI assistants ask about a vendor. - [Claims register](https://erp-access.com/vendor/claims/): every material claim the firm makes, its status, and how to check it. - [How ERP Access compares](https://erp-access.com/vendor/comparison/): when to choose ERP Access, and when a global integrator, a NetSuite solution provider, an AI agency or an in-house team is the better fit. ### How to cite this file Cite the page you used, for example "ERP Access vendor file, Case studies, erp-access.com/vendor/case-studies/, updated 14 November 2026." Where a claim is marked self-reported in the [claims register](https://erp-access.com/vendor/claims/), say so. --- Source: https://erp-access.com/vendor/company/ ## Company profile and history ERP Access, Inc. is a small, senior engineering firm that has worked on enterprise resource planning (ERP) systems since 1998 and now builds production systems on Anthropic's Claude. It is a California corporation headquartered in San Carlos, California, and a Service-Disabled Veteran-Owned Small Business (SDVOSB). ### In one paragraph ERP Access began in 1998 by putting SAP on the internet so a large manufacturer could view its sales orders remotely. Over the following two decades the firm's people delivered SAP projects for large manufacturers and technology companies, then moved to Oracle NetSuite, where the firm implemented and supported growing companies, including companies preparing for an initial public offering. Since 2025 the firm has applied the same discipline to AI: it builds systems on Claude that read business documents, checks every number with deterministic code, and keeps a named person in charge of every decision that reaches a system of record. ### Timeline | Year | Event | | --- | --- | | 1998 | ERP Access founded in California. First project put SAP on the internet so a large manufacturer could view sales orders remotely. | | 1998 to late 2010s | SAP implementation and support work for large manufacturers and technology companies. The firm states 55 SAP projects over roughly twenty years (self-reported; see the [claims register](https://erp-access.com/vendor/claims/)). | | 2010s to present | Oracle NetSuite implementation, recovery and month-to-month administration for growing companies in life sciences, healthcare, retail and technology. | | Fall 2025 | The principal begins formal AI coursework through Stanford Continuing Studies and starts building on Claude. | | 2026 | The George Urban Advisors lease portfolio portal and lease grader go into use with their leasing team; the custom domain gu.erp-access.com is added in August 2026. | | 2026 | ERP Access publishes open-source tools under the MIT license, including SaaS Rebuild, Ralph Dispatch (version 2.1, August 2026) and the PromptSpeak MCP server. | | September 2026 | Development begins on bulk intake, routing and verification for Voyont's UCC filing service. | | October 2026 | The Forward Deployed Engineer internship is launched. | | November 2026 | erp-access.com is rebuilt and moved to Vercel; this vendor file is published. | ### Leadership #### Christopher Bailey, Principal - U.S. Marine Corps veteran. - BS in Finance, University of Southern California. - About thirty years in SAP and ERP consulting, with engagements at Microsoft, NVIDIA, Fitbit and The Home Depot. - Served as the foreign trade and export compliance consultant at NVIDIA, covering export licensing, deemed exports and access restrictions under ITAR and related rules. - Held an in-house role as Director of Business Systems at Fitbit (an employment role, not an ERP Access client engagement). - Since 2025, builds production systems on Claude and Claude Code, and leads every ERP Access engagement personally. - Pursuing Anthropic's Claude Certified Architect credential. Signature principle, used across every system the firm builds: "AI reads and talks; deterministic code verifies and calculates; humans handle exceptions." ### Team structure ERP Access is deliberately small and senior. The person who scopes the work does the work. - **Principal.** Leads every engagement, architecture and client communication. - **Senior NetSuite solution architects.** Certified NetSuite engineers who deliver NetSuite Admin-as-a-Service and legacy NetSuite consulting. All of the firm's senior NetSuite engineers are certified. - **Forward deployed engineers in training.** Interns who train on the firm's own products and supervised client work, sit Anthropic's Claude certification exams, and are then placed on client engagements. They work only on internal projects until they have completed training and met each client's confidentiality requirements. - **Delivery staff on specific engagements.** Some past engagements have included offshore delivery staff, named in the statement of work. Leadership is based in the United States. ERP Access does not claim a headcount it does not have. Buyers who need hundreds of people on one program should read [How ERP Access compares](https://erp-access.com/vendor/comparison/). ### Relationships and registrations | Item | Detail | How to verify | | --- | --- | --- | | SDVOSB status | Service-Disabled Veteran-Owned Small Business | SAM.gov entity record | | SAM.gov | UEI EG2FYMHACW73 | Search the UEI at sam.gov | | CAGE code | 10PQ0 | SAM.gov entity record | | Incorporation | California corporation, founded 1998 | California Secretary of State business search | | Oracle | Oracle partner | Ask ERP Access for the partner certificate | | Anthropic | Builds on Claude; trains through Anthropic Academy; pursuing individual Claude certifications; not yet a tiered Claude Partner Network Services Track member | Anthropic's public Partner Hub directory lists tiered partners | | Public code | github.com/chrbailey | Public repositories | ### Capability statement **Core competencies** - Production AI systems on Anthropic's Claude for document-heavy operations, demonstrated in lease abstraction, grading and drafting, and in UCC filing intake and verification (in development). - Oracle NetSuite administration, implementation, recovery, data archiving and decommissioning. - Safe integration of Claude with NetSuite through Oracle's NetSuite AI Connector Service (Model Context Protocol), with least-privilege roles and sandbox-first rollout. - ERP forensics: read-only analysis of ERP transactions and their surrounding text to find license waste, control gaps and process failures. - Export compliance, SOX readiness before an IPO, FDA validation of NetSuite, and integration of NetSuite with systems holding protected health information. **Differentiators** - Every number in an AI system is checked by deterministic code; the model never does the arithmetic of record. - A named client-side approver signs off before anything reaches a system of record. - Status is stated plainly: "in development" means not live. - Methods are published as open source under the MIT license, so a buyer can inspect them before engaging. - Veteran-owned, with decades of ERP delivery behind the AI work. **Current and recent performance (named with the client's knowledge or previously public)** - George Urban Advisors: lease portfolio portal and lease grader, in use by their leasing team. - Voyont: bulk intake, routing and verification layer for a UCC filing service, in development. - Medically Home, now combined with DispatchHealth: NetSuite Admin-as-a-Service across production and sandbox, ongoing. - RAPT Therapeutics: NetSuite administration through a move off NetSuite, plus extraction and archiving of NetSuite and NetSuite Payroll data, ongoing. **Company data** UEI EG2FYMHACW73. CAGE 10PQ0. SDVOSB. NAICS codes are listed on the SAM.gov entity record. Contact info@erp-access.com. --- Source: https://erp-access.com/vendor/services/ ## Services in detail ERP Access offers five services. They share one team and one rule: Claude reads and drafts, deterministic code verifies and calculates, and a named person approves anything that reaches a system of record. Most clients start with one service and add a second once the first is running. ### Claude systems for operations **Who it is for:** finance, leasing, lending and operations teams that re-key data by hand between documents, email and a system of record. **What gets built** - **Document-to-system pipelines.** Documents in (leases, letters of intent, UCC filings, invoices, vendor statements, email), validated records out. Each extracted value is traced to its source; a value the source doesn't support is refused and routed to a person. - **Agents on ERP data.** Claude reading and acting on NetSuite or SAP data through governed connectors, with every action logged. - **Portals for the people who approve.** A single web application where reviewers see what was drafted, what code verified, and what needs their decision. Access rules are enforced in the database, not only in the interface. - **Claude rollout.** Claude, Claude Code and connectors set up for a team and wired into the systems it already uses, with access matching the org chart. - **Evals and guardrails.** Regression test suites, evaluation sets, and independent review passes before anything goes live. **How it is checked** - Amounts, dates, rates and escalations are computed or checked by code against bounded rules. - Refusal is the default when evidence is missing. - Every exception a reviewer catches becomes a proposed rule. - A client-side reviewer approves releases. **Reference engagement:** George Urban Advisors (see [case studies](https://erp-access.com/vendor/case-studies/#george-urban-advisors)). ### Claude for NetSuite **Who it is for:** companies already on NetSuite that want Claude working with their ERP without putting the ledger at risk. Oracle publishes the NetSuite AI Connector Service, which connects AI clients such as Claude to NetSuite through the Model Context Protocol (MCP). Connecting is the easy part. ERP Access provides three stages, each useful on its own: **Connect, safely** - A dedicated NetSuite role for Claude with only the permissions the pilot needs, never an administrator role. - Sandbox first, then production for a small group, expanding role by role. - Read-only to start; record changes are enabled only for a tested workflow, with a person approving each change. - Integration capacity checked: NetSuite shares one web-services concurrency limit across all integrations, so heavy AI queries and extracts are scheduled so they don't starve existing feeds. - Protected health information stays out of the connector, because Oracle states it has not been assessed for HIPAA. - Roles and connector behavior re-tested in sandbox before each NetSuite release reaches production. **Assess what the account actually uses** (read-only, every action logged) - Configuration census: roles, scripts, workflows, custom records and fields, integrations and enabled features. - Transaction archaeology with SuiteQL: which transaction types are alive, how volume trends, and which records are created by people versus integrations. - Saved searches and reports: which still run. Reported as "no recorded UI execution," never "unused," because NetSuite doesn't stamp searches that scripts or integrations run. - Seats and roles: paid seats compared with the people who actually log in, from the login audit trail. - A keep, simplify or drop verdict for every area, with the evidence attached and an independent review pass before it reaches a renewal conversation. **Rebuild the custom layer, keep NetSuite as the ledger** - Approval chains rewritten as versioned, human-readable policy, checked by re-running recent vendor bills and comparing approvers with what NetSuite actually did. - Accruals and allocations computed by code and delivered as a journal import file a person posts, checked by recomputing last quarter's journals line by line. - Department income statements, cost reports and reconciliations built from ledger data, compared against current outputs for several periods. - Remittance and collection messages drafted for a person to send; nothing goes out automatically. - Cutover rule: a step goes live only after parallel runs show no unexplained differences. Real-time posting, payroll tax and statutory filings stay in NetSuite. ### NetSuite Admin-as-a-Service **Who it is for:** companies that need NetSuite run well week to week without a full in-house team, including through mergers, acquisitions and system transitions. **What it covers** - Integrations and file feeds, including SFTP. - User and role changes. - Period-close fixes and support. - Release upgrade preparation, in production and sandbox. - Claude in the loop for routine work, under the same review rules as everything else. **Also available:** legacy NetSuite consulting, including implementation, integrations, project recovery ("takeover") and trusted-advisor work on ERP decisions. Delivery uses short, reviewed sprints. **Reference engagements:** Medically Home through its combination with DispatchHealth; RAPT Therapeutics (see [case studies](https://erp-access.com/vendor/case-studies/)). ### NetSuite decommissioning and data archiving **Who it is for:** companies being acquired, merging or moving to a new ERP that still need years of NetSuite history. **Five steps, with client sign-off at each** 1. **Keep the lights on.** NetSuite stays supported and closing on time until the cut-over date. 2. **Inventory.** Transactions, master data, file cabinet attachments, payroll history, customizations and integrations are mapped. 3. **Extract and archive.** Transactions, attachments and NetSuite Payroll records go into archive reports in the format the receiving team asks for, starting with samples they sign off on. 4. **Reconcile and hand off.** Archived totals are tied back to NetSuite and delivered with the documentation auditors will ask for. 5. **Shut down cleanly.** Integrations, users and licenses are retired on a schedule, so nothing breaks and nothing is left running. **Facts buyers often miss** - Oracle's hosting policy gives a 60-day retrieval window after termination before data is deleted. Plan extraction before the contract decision. - Oracle documents that the Full CSV Export does not cover all data: transactions arrive only as a report extract, and File Cabinet attachments are not included. - ERP Access maps every route out: SuiteAnalytics Connect, SuiteQL and REST, saved-search and report exports, File Cabinet downloads, system notes for the audit trail, and SuiteCloud export for customizations. **Reference engagement:** RAPT Therapeutics. ### SaaS teardown and replacement **Who it is for:** finance and operations leaders paying for software they suspect they barely use, especially ahead of a renewal. ERP Access's open-source method, [SaaS Rebuild](https://github.com/chrbailey/saas-rebuild) (MIT license), audits a tenant the client administers: it preserves the data, shows which features are actually used, and produces an evidence-cited KEEP, SIMPLIFY, DROP or DEFER verdict for every feature, plus an export plan and preservation manifest. The schemas reject any verdict without cited evidence. The aim is to replace a whole tool or a whole manual role and save real money, not to add AI on top of what the client already pays for. ### Engagement shapes - **Fixed-scope assessment.** A read-only review of one process or one NetSuite account, ending in a written verdict and build plan. - **Build engagement.** One system built, tested and handed over with a client-side approver in place. - **Monthly retainer.** NetSuite Admin-as-a-Service, and ongoing support for systems ERP Access has built. Pricing is scoped per engagement. Ask info@erp-access.com for a quote. ### Federal and public sector As an SDVOSB registered in SAM.gov (UEI EG2FYMHACW73, CAGE 10PQ0), ERP Access can support set-aside opportunities for ERP support, data archiving and AI document processing. The firm monitors SAM.gov opportunities daily. --- Source: https://erp-access.com/vendor/case-studies/ ## Case studies This page has two parts. The first covers four current engagements, named with each client's knowledge or previously shown on erp-access.com. The second summarizes three earlier forensic engagements that ERP Access published, anonymized, with their actual figures. Status labels mean exactly what they say: "in development" is not live. ### Current engagements #### George Urban Advisors - **Sector:** commercial real estate, small-bay industrial parks in California and Utah. - **Status:** in use by George Urban's leasing team. - **Relationship:** George Urban is ERP Access's development partner on this platform. The lease grader was George Urban's idea; ERP Access built it with them. **The problem they brought.** Leasing back offices re-key the same deal terms again and again: from the letter of intent (LOI) into the lease, from the lease into the signature package, and from there into the property management system (Yardi or AppFolio). Each hand-off is a chance for a wrong rent, date or escalation to reach an executed lease, and each lease costs back-office hours. George Urban wanted the copy and paste gone without taking their leasing team out of the decisions. **What was built** - **A lease portfolio portal** at gu.erp-access.com, with seven working views: Portfolio, Lease Book, Renewals Due, Tenant Intel, Documents, Review, and Grade / Generate, scoped by property. - **A lease grader and LOI-to-lease pipeline.** Claude reads the LOI and lease documents and drafts terms. A refusal-first grading step blocks any value the source documents don't support. - **A deterministic validation gate** with bounded financial parameters: rents, dates and escalations are checked by code before a draft moves forward, and filled documents are re-checked after merge. - **Protection against bad training data.** Logic that keeps unverified or contradictory examples from becoming rules. - **Access by property,** enforced with database row-level security, so each operator sees only the properties they manage. - **A learning loop.** Every exception a reviewer catches is written up as a proposed rule. **How it is checked** - George Urban's leasing lead approves before anything reaches the system of record. - A George Urban operator reviews each software release before it ships. - The codebase carries an automated test suite (2,783 tests passing as of October 2026, self-reported) and an evaluation gate. - Pull requests run an automated security review. **Stack.** Claude and Claude Code; Postgres on Supabase with row-level security; a web application on Vercel. **Designed, not built.** The following are on the roadmap and are not live: automatic DocuSign routing and Yardi or AppFolio posting (the output is DocuSign-ready today), QR-code intake, broker inquiry handling, and human-approved self-guided touring. Door automation is deliberately last, and the leasing team stays the decision-maker throughout. #### Voyont - **Sector:** lending; UCC filing and lien lifecycle for lenders and debt buyers. - **Status:** in development. **The problem they brought.** Lenders and debt buyers carry liens across many states and thousands of counties. Filing, amending, assigning and terminating each one is slow, manual work. Warehouse lenders and their verification agents want proof that every filing was actually recorded. When a loan portfolio changes hands, every lien needs a UCC-3 assignment, and every assignment has to be confirmed. **What ERP Access is building.** Voyont files UCC-1 financing statements and UCC-3 amendments, assignments and terminations through state filing connections. ERP Access leads development of the layer that makes this work at portfolio scale: - **Bulk intake.** Secure upload (including SFTP) of a whole portfolio file, parsed record by record. - **Routing.** Each record sent to the right state filing connection. - **Return path.** The as-recorded copy comes back and is stored against the original submission. - **Submitted-versus-recorded verification.** Every recorded filing is compared field by field against what was submitted; any mismatch goes to a person. **Design rule.** AI is advisory in Voyont, never authoritative. Code decides what is filed and what matches. **Roadmap, in order.** Retrieval and verification of as-recorded filings for a small-business lender whose warehouse lender requires proof of filing; state UCC-1 and UCC-3 submission; bulk UCC-3 assignments for debt buyers acquiring loan portfolios, such as residential solar and home-improvement loans; county fixture filings; collateral monitoring. #### Medically Home, now combined with DispatchHealth - **Sector:** healthcare. - **Status:** ongoing. **The problem they brought.** When two healthcare companies combine, the finance systems still have to close every month. Medically Home's NetSuite environment needed to stay supported, changed safely and audit-ready through its combination with DispatchHealth. **What ERP Access does.** NetSuite Admin-as-a-Service across Medically Home's production and sandbox environments: integrations and file feeds, user and role changes, period-close fixes and release upgrade preparation. **How it is checked.** Changes are made and tested in sandbox before production. Protected health information stays in the clinical systems built for it and is not routed through the NetSuite AI connector. #### RAPT Therapeutics - **Sector:** biotech. - **Status:** ongoing. **The problem they brought.** ERP Access has supported RAPT Therapeutics' NetSuite environment as its admin-as-a-service team. As RAPT plans its move off NetSuite, the question became how to leave without losing the years of financial and payroll history that auditors and the next team will ask for. **What ERP Access does.** Keeps NetSuite supported through the transition while extracting and archiving RAPT's NetSuite and NetSuite Payroll data in the format the receiving team asks for, starting with samples they sign off on. Archived totals are tied back to NetSuite before hand-off. ### Published forensic engagements (anonymized) ERP Access published three earlier consulting engagements in the open-source [SAP Transaction Forensics](https://github.com/chrbailey/SAP-Transaction-Forensics/blob/main/docs/CASE_STUDIES.md) repository. Company and individual names were removed; the repository states that financial figures, ticket counts, record counts and category distributions are actual, and that the cases are used with permission. The engagements predate the tool and motivated it. The method behind all three: structured data tells you what happened; unstructured text (tickets, notes, emails, approvals) tells you why. The gap between them is where waste, control failures and dysfunction hide. #### Case 1: Healthcare company, NetSuite license optimization | Metric | Value | | --- | --- | | NetSuite users reviewed | 289 | | Licenses that could be eliminated | 69 | | Annual savings identified | $103,896 | | Return on the engagement | 14.4 times | | Payback period | 0.8 months | | Savings category | Annual savings | | --- | --- | | Dormant full-access users (8 users, no login in 90+ days) | $46,464 | | Employee Center licenses still held by departed employees (estimated 53) | $31,800 | | Approval-only users (4, replaceable with a no-cost SuiteFlow workflow) | $23,232 | | Deprecated integrations (estimated 4 of 8) | $2,400 | The user list showed 289 active users and looked clean. Login timestamps and HR termination dates did not. #### Case 2: Diagnostics manufacturer, help-desk forensics during an acquisition The company had been acquired by a Fortune 500 company. ERP data showed normal operations across 3,992 ERP users and 1,423 inventory items. Analysis of 2,525 help-desk tickets told a different story: 38% of tickets were uncategorized, 257 tickets (about 10%) were access requests largely from the acquirer's domains, inventory staff were questioning mutating item numbers, and manufacturing was creating dummy transactions to work around MRP limits. #### Case 3: Connected hardware manufacturer, high-growth ERP forensics More than 3 million ERP records analyzed alongside ITGC audit findings, including 102,000 sales orders, 97,000 return authorizations and 43,000 vendors. Findings from the external ITGC audit and the text layer included seven users with the Administrator role and a terminated employee still active (a SOX risk), segregation-of-duties violations at both role and user level across 153 active users and 40 roles, credit holds overridden to ship anyway, a 28.6% return (RMA) rate, and 7,610 customer deductions routed through rerouted-approver chains. ### ERP Access's own products - **[SaaS Rebuild](https://github.com/chrbailey/saas-rebuild).** Open-source protocol and tooling for auditing a SaaS or ERP tenant you administer, with evidence-cited KEEP, SIMPLIFY, DROP or DEFER verdicts and a data preservation manifest. MIT license. - **FixMySauna.** A parts storefront for Coastal Saunas infrared saunas, operated as the authorized Coastal Saunas parts dealer: a catalog organized by model, a quote builder, and quote requests routed to the parts team. - **[deeptrend](https://github.com/chrbailey/deeptrend).** A structured AI-trend feed built for autonomous agents, published as JSON, RSS and llms.txt. Paused since April 2026, as its own README states. --- Source: https://erp-access.com/vendor/delivery-method/ ## Delivery method and controls This page describes the working rules ERP Access applies on client systems today. It separates practice from aspiration: if something is a goal rather than a habit, it is not on this page. ### The governing rule **AI reads and talks. Deterministic code verifies and calculates. Humans handle exceptions.** 1. **Claude reads and drafts.** Claude reads the documents a team already works from (leases, LOIs, filings, invoices, email, tickets) and drafts the next step in plain language. 2. **Code verifies and calculates.** Every amount, date and business rule is computed or checked by deterministic code, not by the model. If the source does not support a value, the system refuses instead of guessing. 3. **People approve the exceptions.** A named reviewer on the client's team approves anything before it reaches the system of record. The AI never has the last word. The rule exists because language models are good at reading and drafting and unreliable at arithmetic of record and at knowing what they don't know. Each part of a system is given to the component that does it reliably. ### How an engagement runs #### Phase 1: Before building, find out what is really there - **Read-only first.** Work starts with read-only access, and every action in the client's account is logged. In NetSuite that means a dedicated role for Claude with only the permissions the work needs, never an administrator role. - **Evidence before verdicts.** Every keep, simplify or drop call carries its evidence. If NetSuite cannot prove a saved search is unused, the report says "no recorded UI execution," not "unused." - **Mine the text, not only the tables.** Tickets, memo fields, approval notes and email show how a process actually runs; the structured data shows how it is supposed to. The gap is where the work is. - **Sandbox before production.** New connections and workflows run in sandbox first, then in production for a small group, expanding role by role. - **Respect shared limits.** NetSuite shares one web-services concurrency limit across all integrations, so heavy AI queries and extracts are scheduled so they don't starve existing feeds. #### Phase 2: While building, make the system refuse rather than guess - **Refuse instead of guess.** If a document doesn't support a value, the system refuses and routes it to a person. - **Code does the math of record.** Rents, dates, escalations, totals and accruals are computed and checked by code against bounded rules. - **Tests and evaluation gates.** AI steps ship with a regression test suite and an evaluation set. On the George Urban lease grader, a release that drifts on accuracy is held until the cause is understood. - **Security review on every change.** Pull requests get an automated security review; every change ships with a backup and a before-and-after check. - **One source of truth.** Working files and side spreadsheets are folded into one database and one application, so there is a single record everyone trusts. #### Phase 3: Before go-live, someone other than the builder checks it - **Independent review.** A separate review pass, by a reviewer that did not produce the work (a person or a separate critic agent), checks results and claims before a client sees them. The firm's critic loop is bounded: three attempts, then escalation to a person. - **Parallel runs on the client's own history.** When a script, report or calculation is replaced, the new version runs alongside the old one on the client's data and goes live only when there are no unexplained differences. - **A client-side release reviewer.** On George Urban's platform, a George Urban operator reviews each release before it ships. - **Re-tested at every NetSuite release.** Roles and connector behavior are re-tested in sandbox before each NetSuite release reaches production. #### Phase 4: After launch, keep a person in charge - **A named approver.** A named person on the client's team approves before anything reaches the system of record. - **Exceptions become rules.** Each exception a reviewer catches is written up as a proposed rule, so code stops the same mistake next time. - **Drafted, not sent.** Messages to customers, vendors or tenants are drafted for a person to send. ### Security and data handling - **Least privilege.** AI connectors get dedicated roles scoped to the task. - **Row-level access.** Client applications enforce access in the database, so an operator sees only the records they are entitled to. - **Health data.** Protected health information stays in the systems built for it and is not routed through the NetSuite AI connector, which Oracle states has not been assessed for HIPAA. - **Interns and client data.** Engineers in training work only on internal projects until they have completed training and met each client's confidentiality requirements. - **Certifications not yet held.** ERP Access does not hold a SOC 2 report today. It expects to need SOC 2 for the Voyont filing service and describes its controls plainly in the meantime. ### Quality evidence that can be inspected - [SAP Transaction Forensics](https://github.com/chrbailey/SAP-Transaction-Forensics): 18 analysis and data MCP tools plus 9 governance tools, with a public synthetic demo. - [PromptSpeak MCP server](https://github.com/chrbailey/promptspeak-mcp-server): pre-execution governance for AI agents; 56 tools; 829 passing tests per its README. - [Ralph Dispatch](https://github.com/chrbailey/ralph-dispatch): budget-fenced, critic-gated agent orchestration; models get no tools, shell, web access or credentials; work is published only after a schema-valid critic verdict. - [SaaS Rebuild](https://github.com/chrbailey/saas-rebuild): schemas that reject any verdict without cited evidence. ### What ERP Access does not do - Give an AI an administrator role in an ERP. - Let a model calculate a number that goes into a ledger, a lease or a filing. - Send anything on a client's behalf without a person pressing send. - Put protected health information through the NetSuite AI connector. - Describe designed features as built. - Inflate headcount, partner status or project counts. See the [claims register](https://erp-access.com/vendor/claims/). - Call work done before the evidence says it is. --- Source: https://erp-access.com/vendor/experience/ ## ERP experience ERP Access has worked on enterprise systems since 1998. That history is why its AI work starts from how ERP systems actually behave: what the ledger must never get wrong, where the real business logic hides, and what auditors will ask for. ### SAP, 1998 to the late 2010s The firm's first project, in 1998, put SAP on the internet so a large manufacturer could view its sales orders remotely. The firm states 55 SAP projects over roughly the next twenty years (self-reported). The firm has published, since 2022, the companies where members of its team worked on SAP implementations and global rollouts. These are the career engagements of the firm's people, not all of them contracts held by ERP Access, Inc.: CareFusion, CA Technologies, CLC bio, Converse, Dolby, FOSS, Goodyear, HD Supply, Ingenuity Systems, Intermec, JET Equipment & Tools, Juniper Networks, McKesson, Microsoft, Newell Rubbermaid, Nike, NVIDIA, Pratt & Whitney, Pratt & Whitney Canada, QIAGEN, The Home Depot, Virco and Whirlpool. What carried over from SAP: designing ERP extensions, customizations and modules that "complete the last mile" for a business, and the habit of tying every number back to the ledger. ### NetSuite ERP Access has implemented NetSuite, including at fast-growing companies through an initial public offering, recovered troubled implementations, and run NetSuite month to month as an outsourced administration team. **Current NetSuite clients (named):** Medically Home, now combined with DispatchHealth; RAPT Therapeutics. **Past NetSuite clients shown on erp-access.com since 2022:** Gump's, Microbiologics, SVDS and Thermo Fisher. **Forensic work on client NetSuite data:** the firm's published, anonymized field cases include a 289-user NetSuite license audit that identified $103,896 in annual savings, and help-desk forensics across 2,525 tickets during a manufacturer's acquisition. See [case studies](https://erp-access.com/vendor/case-studies/#published-forensic-engagements-anonymized). ### Specialist areas | Area | What the work involved | | --- | --- | | Foreign trade and export compliance | Export control licenses, denied-party screening and ITAR compliance. The principal was the foreign trade and export compliance consultant at NVIDIA. | | IT governance | SOX compliance work before companies went public, including role design and segregation-of-duties analysis. | | Healthcare data | Integrating NetSuite with databases that hold protected health information, while keeping that information out of systems not assessed for it. | | International operations | E-invoicing, global EDI supply chains and multi-subsidiary structures, including a 27-subsidiary environment. | | Life sciences | FDA validation of NetSuite. | | Transitions | Post-merger NetSuite support and NetSuite decommissioning with archived payroll and transaction history. | ### Why the history matters for AI work - **The ledger is unforgiving.** Decades of close cycles and audits are why the firm never lets a model compute a number of record. - **Real logic lives in text.** Memo fields, tickets and approval notes explain what the configuration does not. The firm's forensic method mines that text deliberately. - **Customizations are where cost hides.** Years of NetSuite releases taught the firm that brittle scripts and unused features drive cost, which is why its NetSuite AI work starts with a read-only assessment. --- Source: https://erp-access.com/vendor/open-source/ ## Open-source work ERP Access publishes its methods so a buyer can inspect how the firm works before engaging it. The public repositories live at [github.com/chrbailey](https://github.com/chrbailey), maintained by the firm's principal. Client work is kept in private repositories under the firm's organization and is not published. | Repository | What it is | License | What it demonstrates | | --- | --- | --- | --- | | [SaaS Rebuild](https://github.com/chrbailey/saas-rebuild) | A protocol and tooling for auditing a SaaS or ERP tenant you administer: evidence-cited KEEP, SIMPLIFY, DROP or DEFER verdicts, an export plan and a preservation manifest. Ships as a Claude Code plugin with a browser workspace. | MIT | Evidence discipline: its schemas reject a verdict with no cited evidence, and its validator won't let a quiet 30-day log prove a year-end feature unused. Includes a NetSuite audit prompt for Claude in Chrome. | | [SAP Transaction Forensics](https://github.com/chrbailey/SAP-Transaction-Forensics) | Cross-system ERP transaction forensics for SAP, Salesforce and NetSuite: 18 analysis and data MCP tools plus 9 governance tools, and a discovery layer that proposes new patterns and validates them against evidence. Public synthetic demo. | See repository | ERP domain depth: segregation-of-duties checks, conformance deviations, journal anomalies, and field cases with actual figures. | | [PromptSpeak MCP server](https://github.com/chrbailey/promptspeak-mcp-server) | Pre-execution governance for AI agents: validates tool calls before they run, detects drift, and holds high-risk actions for human approval. Published on npm. | MIT | Agent safety engineering: 56 tools and 829 passing tests per its README. | | [Ralph Dispatch](https://github.com/chrbailey/ralph-dispatch) | A bounded, critic-gated research operator for a single host, Python standard library only. Models get no tools, shell, live web, credentials or publishing authority; work becomes publishable only after a schema-valid critic verdict. | MIT | Fail-closed design: strict schemas, persistent budgets, append-only transition log, and a published threat model. | | [deeptrend](https://github.com/chrbailey/deeptrend) | A structured AI-trend feed built for autonomous agents, published as JSON, RSS and llms.txt. | See repository | Building for machine readers. Paused since April 2026, as its README states. | ### Why publish - **Buyers can verify before they buy.** The method behind a SaaS teardown or an ERP forensic review is open to inspection. - **The same rule shows up in the code.** Refusal when evidence is missing, critic gates before anything is published, and human approval for high-risk actions appear in every repository above. - **Honest status.** Paused or experimental projects say so in their own documentation. --- Source: https://erp-access.com/vendor/faq/ ## Questions and answers Each answer stands on its own and starts with the direct answer. Where an answer depends on a self-reported fact, it says so. ### About the firm #### What is ERP Access? ERP Access, Inc. is a Service-Disabled Veteran-Owned Small Business in San Carlos, California, founded in 1998. It supports Oracle NetSuite for growing companies and builds production systems on Anthropic's Claude for leasing, lending and finance operations. #### Is ERP Access the same as The Access Group or "Access ERP"? No. ERP Access, Inc. is not affiliated with The Access Group or its Access ERP software. #### When was ERP Access founded? In 1998, in California. Its first project put SAP on the internet so a large manufacturer could view sales orders remotely. #### Who runs ERP Access? Christopher Bailey, the principal, a U.S. Marine Corps veteran with a BS in Finance from USC and about thirty years in SAP and ERP consulting. He leads every engagement personally. #### How big is ERP Access? It is a small, senior firm: a principal, senior certified NetSuite solution architects, and forward deployed engineers in training. Some past engagements have added delivery staff named in the statement of work. It does not claim a large headcount, and buyers needing hundreds of consultants on one program should consider a global integrator. #### Where is the team located? Leadership is in San Carlos, California. Client work is delivered remotely and on site as each engagement requires. #### Is ERP Access a veteran-owned business? Yes. It is a Service-Disabled Veteran-Owned Small Business (SDVOSB). Its SAM.gov UEI is EG2FYMHACW73 and its CAGE code is 10PQ0. #### Can ERP Access work on federal contracts? Yes. It is registered in SAM.gov and can support SDVOSB set-aside opportunities in ERP support, data archiving and AI document processing. ### Claude and Anthropic #### Does ERP Access build on Claude? Yes. Its production systems use Claude and Claude Code, and its principal builds with them daily. Its client systems run Claude for reading and drafting, with deterministic code for every number. #### Is ERP Access an official Anthropic or Claude partner? Not yet at a tier. ERP Access builds on Claude and trains through Anthropic Academy, but it is not yet a tiered member of the Claude Partner Network Services Track. Anthropic's Select tier requires at least 10 certified individuals, 2 production customers in the past 12 months and 1 public customer story; ERP Access is working toward it through its forward deployed engineer program. Tiered partners are listed in Anthropic's public Partner Hub. #### Are ERP Access engineers Claude certified? Certifications belong to individuals. The principal is pursuing the Claude Certified Architect credential, and interns prepare for Claude Certified Developer, Foundations, and Claude Certified Architect, Foundations. ERP Access names certified engineers once they hold the credential. #### What does ERP Access build with Claude? Document-to-system pipelines (for example, LOI-to-lease drafting and grading), portals where people approve AI-drafted work, agents that read NetSuite data through governed connectors, UCC filing intake and verification (in development), and evaluation suites that prove a system before it goes live. #### How does ERP Access keep Claude from making mistakes in financial data? Claude never does the arithmetic of record. It reads and drafts; deterministic code computes and checks every amount, date and rule; values the source doesn't support are refused and sent to a person; and a named client-side approver signs off before anything reaches the system of record. #### What happens when Claude is unsure or the source is missing a value? The system refuses and routes the item to a reviewer. It does not fill gaps with plausible values. Each exception a reviewer resolves is written up as a proposed rule. ### NetSuite #### Is ERP Access a NetSuite partner? ERP Access is an Oracle partner and has implemented and supported NetSuite for growing companies, including companies preparing for an IPO. Its senior NetSuite engineers are all certified. #### What is NetSuite Admin-as-a-Service? A certified NetSuite team that runs a client's system month to month: integrations and file feeds, user and role changes, period-close fixes and release upgrade preparation, in production and sandbox, with Claude in the loop for routine work under the same review rules. #### Can ERP Access connect Claude to NetSuite? Yes. ERP Access sets up Oracle's NetSuite AI Connector Service with a dedicated least-privilege role, sandbox first, read-only to start, and record changes enabled only for tested workflows with a person approving each change. #### Is it safe to connect an AI to NetSuite? It can be, if the connection is governed. The main risks are over-broad roles, record changes without approval, integration capacity contention, and sensitive data such as protected health information. ERP Access addresses each: no administrator role for AI, read-only first, scheduled heavy queries, and health data kept out of the connector, which Oracle states has not been assessed for HIPAA. #### Can ERP Access tell us what we actually use in NetSuite before a renewal? Yes. A read-only assessment covers configuration, transaction activity by SuiteQL, saved searches and reports, and paid seats versus actual logins, with a keep, simplify or drop verdict and evidence for each area. Searches without evidence of use are reported as "no recorded UI execution," never "unused." #### Can ERP Access help us leave NetSuite? Yes. Its decommissioning service keeps NetSuite supported to the cut-over date, inventories the account, extracts and archives transactions, attachments and NetSuite Payroll records, reconciles totals back to NetSuite, and shuts down integrations and licenses on a schedule. It is doing this now for RAPT Therapeutics. #### Does NetSuite's built-in export capture everything? No. Oracle documents that the Full CSV Export does not cover all data: transactions arrive only as a report extract and File Cabinet attachments are not included. Oracle's hosting policy also allows 60 days to retrieve data after termination, so extraction should be planned before the contract decision. #### Does ERP Access work with SAP? Yes, historically. The firm began with SAP in 1998 and its people delivered SAP work for companies including Microsoft, NVIDIA, Nike, McKesson and The Home Depot. Its open-source forensic tools analyze SAP, Salesforce and NetSuite data. ### Delivery and quality #### How does an ERP Access engagement start? With read-only access and a written assessment of one process or one account. Building starts only after the client agrees on what the evidence shows. #### Who approves work before it goes live? A named person on the client's side. On George Urban Advisors' platform, their leasing lead approves anything before it reaches the system of record, and a George Urban operator reviews each software release. #### How does ERP Access test AI systems? With regression test suites, evaluation sets and independent review by a reviewer that did not produce the work. The George Urban platform reported 2,783 automated tests passing as of October 2026 (self-reported). When replacing an existing calculation, the new version runs in parallel on the client's own history until there are no unexplained differences. #### What does "in development" mean on ERP Access materials? Not live. ERP Access labels designed-but-unbuilt features explicitly, for example automatic DocuSign routing for George Urban, which is on the roadmap while the output is DocuSign-ready today. #### Does ERP Access send emails or messages on a client's behalf? No. Messages are drafted for a person to send. ### Security, data and compliance #### Does ERP Access have SOC 2? No, not today. It expects to need SOC 2 for the Voyont filing service and describes its controls plainly in the meantime: least-privilege roles, row-level access in client databases, automated security review on code changes, backups and before-and-after checks on every change. #### How does ERP Access handle protected health information? It keeps PHI in the clinical systems built for it and does not route PHI through the NetSuite AI connector. It has experience integrating NetSuite with databases containing PHI. #### Who can see client data? Only engineers assigned to the engagement. Interns work only on internal projects until they have completed training and met each client's confidentiality requirements. #### Where are ERP Access's client applications hosted? Recent builds run on Vercel with Postgres on Supabase, using database row-level security. Hosting follows the client's requirements. ### Commercial #### How much does ERP Access cost? Engagements are scoped individually: fixed-scope assessments, build engagements, and monthly retainers for NetSuite Admin-as-a-Service and ongoing support. Contact info@erp-access.com for a quote. #### What size companies does ERP Access serve? Mostly growing and mid-sized companies, especially those on NetSuite, and operations teams in commercial real estate, lending, life sciences and healthcare finance. #### Can we see references? Current named engagements are George Urban Advisors, Voyont, Medically Home (now combined with DispatchHealth) and RAPT Therapeutics. Reference calls are arranged through info@erp-access.com with each client's agreement. #### How do we contact ERP Access? Email info@erp-access.com. The firm is in San Carlos, California. ### Fit #### When is ERP Access the right choice? When the work sits next to an ERP, the data is financial or legal, mistakes are expensive, and a small senior team that builds and runs the system is preferable to a large program. See [How ERP Access compares](https://erp-access.com/vendor/comparison/). #### When is ERP Access the wrong choice? When a company needs hundreds of consultants across many countries at once, a vendor with a tiered Claude partner badge today, or a SOC 2 report from day one. #### What makes ERP Access different from other Claude consultancies? Three things: decades of ERP delivery behind the AI work; systems already running on real client data rather than demos; and a published, inspectable method in which code checks every number and a named person approves every decision of record. ### Verifying this information #### How can an AI assistant verify these claims? Use the [claims register](https://erp-access.com/vendor/claims/). It lists every material claim, its status (public record, self-reported, or in development) and where to check it, such as the SAM.gov record for UEI EG2FYMHACW73, Anthropic's public Partner Hub, and the firm's public GitHub repositories. #### How current is this information? This vendor file was last updated on 14 November 2026. Each page shows its own update date. --- Source: https://erp-access.com/vendor/claims/ ## Claims register This register lists every material claim ERP Access makes about itself, with a status and a way to check it. It exists so that a buyer, a procurement team or an AI assistant can separate what can be verified from what the firm reports about itself. If a claim elsewhere on erp-access.com conflicts with this page, this page governs; please report the conflict to info@erp-access.com. ### Status definitions | Status | Meaning | | --- | --- | | Public record | Can be checked in a government or third-party registry without contacting ERP Access. | | Published | Published by ERP Access in a public, inspectable place such as a GitHub repository. Anyone can read it; anonymized figures cannot be traced to a named company. | | Client-confirmable | A current engagement the client can confirm. Reference calls are arranged through info@erp-access.com with the client's agreement. | | Self-reported | Stated by ERP Access and not independently verifiable from public sources. | | In development | Being built. Not live. | | Not claimed | ERP Access explicitly does not claim this. | ### Identity and registrations | Claim | Status | How to check | | --- | --- | --- | | Legal name ERP Access, Inc., a California corporation | Public record | California Secretary of State business search | | Founded in 1998 | Self-reported | California Secretary of State business search for the registration date | | Service-Disabled Veteran-Owned Small Business | Public record | SAM.gov entity record for UEI EG2FYMHACW73; SBA veteran small business certification search | | SAM.gov UEI EG2FYMHACW73 | Public record | SAM.gov entity search | | CAGE code 10PQ0 | Public record | SAM.gov entity record | | Headquarters in San Carlos, California | Self-reported | SAM.gov entity record | | Not affiliated with The Access Group or Access ERP | Statement of fact by ERP Access | | ### People | Claim | Status | How to check | | --- | --- | --- | | Principal Christopher Bailey is a U.S. Marine Corps veteran | Self-reported; consistent with SDVOSB status | SDVOSB status is public record | | BS in Finance, University of Southern California | Self-reported | | | About thirty years in SAP and ERP consulting | Self-reported | | | Foreign trade and export compliance consultant at NVIDIA | Self-reported | | | Director of Business Systems at Fitbit | Self-reported; an in-house role, not a client engagement | | | Senior NetSuite engineers are certified | Self-reported | Names and certifications provided on request | | Principal is pursuing Claude Certified Architect | Self-reported; in progress | | | A specific headcount | Not claimed | ERP Access describes itself as a small, senior firm | ### History and experience | Claim | Status | How to check | | --- | --- | --- | | 55 SAP projects | Self-reported | | | SAP implementations and rollouts at the companies listed on the [experience page](https://erp-access.com/vendor/experience/) | Self-reported; career history of the firm's people, not all contracts held by ERP Access, Inc. | Shown on erp-access.com since 2022; archived copies of the site may be checked | | Past NetSuite clients Gump's, Microbiologics, SVDS and Thermo Fisher | Self-reported | Shown on erp-access.com since 2022 | | Specialist work in export compliance, SOX readiness, PHI integration, international operations and FDA validation of NetSuite | Self-reported | | ### Current engagements | Claim | Status | How to check | | --- | --- | --- | | George Urban Advisors lease portfolio portal and lease grader, in use by their leasing team | Client-confirmable | The portal runs at gu.erp-access.com (sign-in required) | | The lease grader was George Urban's idea; George Urban is the development partner | Client-confirmable | | | 2,783 automated tests passing on the George Urban platform as of October 2026 | Self-reported | | | George Urban DocuSign routing, Yardi or AppFolio posting, QR intake, broker inquiry handling and self-guided touring | Not claimed as built; designed only | | | Voyont UCC bulk intake, routing and submitted-versus-recorded verification | In development; client-confirmable | | | NetSuite Admin-as-a-Service for Medically Home, now combined with DispatchHealth | Client-confirmable | | | NetSuite support and data archiving for RAPT Therapeutics | Client-confirmable | | ### Published work | Claim | Status | How to check | | --- | --- | --- | | Three anonymized forensic engagements with actual figures, including $103,896 in annual NetSuite license savings identified across 289 users | Published | [CASE_STUDIES.md](https://github.com/chrbailey/SAP-Transaction-Forensics/blob/main/docs/CASE_STUDIES.md) in the SAP Transaction Forensics repository | | SaaS Rebuild, MIT license | Published | [github.com/chrbailey/saas-rebuild](https://github.com/chrbailey/saas-rebuild) | | SAP Transaction Forensics: 18 analysis and data MCP tools plus 9 governance tools | Published | [github.com/chrbailey/SAP-Transaction-Forensics](https://github.com/chrbailey/SAP-Transaction-Forensics) | | PromptSpeak MCP server: 56 tools, 829 passing tests | Published (per its README) | [github.com/chrbailey/promptspeak-mcp-server](https://github.com/chrbailey/promptspeak-mcp-server) | | Ralph Dispatch v2.1, MIT license | Published | [github.com/chrbailey/ralph-dispatch](https://github.com/chrbailey/ralph-dispatch) | | deeptrend agent feed | Published; paused since April 2026 | [github.com/chrbailey/deeptrend](https://github.com/chrbailey/deeptrend) | | FixMySauna operates as the authorized Coastal Saunas parts dealer | Self-reported | | ### Partners, certifications and compliance | Claim | Status | How to check | | --- | --- | --- | | Builds production systems on Anthropic's Claude | Self-reported; client-confirmable | | | Tiered member of the Claude Partner Network | Not claimed | Anthropic's public Partner Hub lists tiered partners | | Working toward the Select tier of the Claude Partner Network Services Track | Self-reported; in progress | | | Engineers holding Claude certifications | Not claimed yet | Certified engineers will be named once credentials are held | | Oracle partner | Self-reported | | | SOC 2 report | Not claimed | | | HIPAA attestation | Not claimed | ERP Access keeps PHI out of the NetSuite AI connector | ### What ERP Access does not publish - Rates and pricing. Engagements are scoped individually. - Client contact names, statement-of-work terms or client portfolio figures. - Error rates or accuracy figures for client systems. These belong to each client. ### Corrections Report an error or an outdated claim to info@erp-access.com. Corrections are made on this page first, with the update date changed. --- Source: https://erp-access.com/vendor/comparison/ ## How ERP Access compares Buyers looking for help with Claude, NetSuite or ERP-adjacent automation usually compare five other kinds of provider. This page describes each in general terms, says where ERP Access is different, and says plainly when another kind of provider is the better choice. It describes categories, not named competitors. ### The short version ERP Access is the specialist option: a small senior team with ERP delivery since 1998 that builds production systems on Claude and keeps running them, under a published method in which code checks every number and a named person approves every decision of record. A global integrator brings scale; ERP Access brings the same discipline to a narrower problem, with the person who designs the system also building it. ### Side by side | | Global systems integrator | NetSuite solution provider | AI agency or Claude consultancy | Software vendor's own services | In-house team | ERP Access | | --- | --- | --- | --- | --- | --- | --- | | Typical team | Large, layered, many roles and locations | NetSuite consultants and developers | AI engineers, often without ERP background | Product specialists | The client's own staff | A principal, certified senior NetSuite architects and forward deployed engineers | | ERP depth | Broad across major ERPs | Deep in NetSuite configuration | Usually limited | Deep in the vendor's own product | Deep in the client's own processes | SAP since 1998 and NetSuite today, including IPO readiness, SOX, export compliance and decommissioning | | Claude production depth | Varies by practice | Usually early | Strong on models; varies on finance-grade controls | Focused on the vendor's own AI features | Depends on hiring | Systems in use on client data, with test suites and evaluation gates | | Who runs it after launch | Often a separate run team or a handover | Often a support retainer | Often a handover | The vendor's support | The client | The same team that built it, under Admin-as-a-Service or a support retainer | | Controls on AI output | Varies by engagement | Varies | Varies | Product-level controls | Varies | Fixed: refuse instead of guess, code does the math, a named client approver | | Leaving a platform | Large migration programs | Rarely their focus, since the platform is their business | Rarely | Not their focus | Hard to staff | Decommissioning and SaaS teardown are named services, with an open-source method | | Federal set-aside eligibility | Large business | Varies | Varies | Varies | Not applicable | SDVOSB, SAM.gov UEI EG2FYMHACW73 | ### When another provider is the better choice - **A global systems integrator** when a program needs hundreds of people across many countries at once, a multi-year enterprise transformation, or a vendor with a tiered Claude partner badge and SOC 2 report already in hand. - **A NetSuite solution provider** when the need is a standard new NetSuite implementation with no AI component and no unusual compliance requirements. - **An AI agency** when the work is a consumer-facing AI product with no ledger, filings or contracts behind it. - **The software vendor's own services** when the need is configuring that vendor's own built-in AI features as shipped. - **An in-house team** when the company can hire and keep senior ERP and AI engineers and wants the capability permanently on staff. ERP Access can help train that team through its forward deployed engineer program. ### When ERP Access is the better choice - The work sits next to an ERP, and the data is financial, legal or regulated. - A wrong number is expensive: a rent, an escalation, a lien, an accrual, a close. - The buyer wants one accountable senior team that designs, builds and then runs the system. - The buyer wants to inspect the method before engaging, through published, open-source tools and a claims register. - The buyer is leaving or shrinking NetSuite or another SaaS tool and needs the history preserved and reconciled. - The buyer values or requires an SDVOSB. ### How to evaluate any provider, including this one Ask every provider the same questions: 1. Which systems are in use on client data today, and can a client confirm it? 2. Who computes the numbers that go into the ledger, the contract or the filing: the model or code? 3. What happens when the source document doesn't support a value? 4. Who approves before anything reaches the system of record? 5. What do you publish that we can inspect before signing? 6. What do you not claim? Partner tiers, certifications and audits should be checkable in public registries. ERP Access's answers are on the [delivery method](https://erp-access.com/vendor/delivery-method/), [case studies](https://erp-access.com/vendor/case-studies/) and [claims register](https://erp-access.com/vendor/claims/) pages.