Architecture
A Pharos Solutions, Inc. product

One platform.
Your business.
All connected.

Citadel, a modern AI-powered ERP built for mid-market enterprise organizations. Live in 3 to 6 months, not years.

Citadel ERP Dashboard
ERP Core
Finance, sales, inventory, HR, and manufacturing in one platform.
Intelligence
AI decisions powered by your own business data, not generic models.
Automation
Intelligent workflows that eliminate manual, repetitive work.
Integration
Connect every system, team, and data source without friction.
3 – 6
Months to go live
14
Integrated modules
1
Unified platform for every department
100%
Visibility of your operations
Platform Modules

One Platform. Every Function
Your Business Runs On.

Finance & Accounting
Sales & Orders
Procurement
Manufacturing
Inventory & Warehouse
CRM
HR & Payroll
Customer Portal
Asset Management
Project Accounting
Cash & Bank
Budget Management
Learning Management
Reporting & Analytics
Finance & Accounting

Your numbers,
always current.

Control your entire financial operation - from general ledger to multi-company reporting - with real-time visibility into every number that matters. No more spreadsheets at month-end.

General ledger & chart of accounts
Multi-company & multi-currency
Budget vs. actual reporting
Accounts payable & receivable
Automated financial close
Tax compliance & audit trail
Payments Citadel Dashboard Finance Journal Entry Accts Payable Accts Receivable Trial Balance Budget vs Actual Payments Payment Entry Dashboard / Finance & Accounting TOTAL REVENUE $24.8M TOTAL EXPENSES $16.2M NET INCOME $8.6M CASH POSITION $6.4M Revenue (Sales Invoice) Last synced 23 minutes ago Last Year Monthly Expenses (Purchase Invoice) Last synced 23 minutes ago Last Year Monthly
Sales & Orders

From quote to cash.
Every order, tracked.

Run the full order cycle in one place - quotes, confirmations, delivery scheduling, and invoicing - all connected to your inventory and finance in real time. No manual entry, no gaps between systems.

Quotes & sales order management
Delivery scheduling & fulfillment
Invoicing & payment tracking
Customer account management
Real-time inventory integration
Order history & customer portal
Sales Citadel Dashboard Selling Sales Order Quotation Sales Invoice Delivery Note Customer Returns Sales Return Dashboard / Sales & Orders OPEN ORDERS 324 PENDING DELIVERY 86 MONTHLY REVENUE $4.1M ON-TIME DELIVERY 94.2% Sales Orders (Invoiced) Last synced 23 minutes ago Last Year Monthly Sales Orders (Pending) Last synced 23 minutes ago Last Year Monthly
Procurement

Control what you spend
before you spend it.

Automate purchase orders, manage supplier relationships, and control spending with 3-way matching that catches errors before they cost you. Every purchase, fully tracked.

Purchase orders & approvals
Supplier management & scoring
3-way match (PO / receipt / invoice)
Spend analytics by category
Vendor performance tracking
Budget controls & alerts
Procurement Citadel Dashboard Buying Purchase Order Supplier Request for Quotation Purchase Receipt Purchase Invoice Materials Material Request Dashboard / Procurement OPEN PURCHASE ORDERS 48 ACTIVE SUPPLIERS 142 MONTHLY SPEND $1.8M ON-TIME RECEIPT 91.4% Purchase Orders (Received) Last synced 23 minutes ago Last Year Monthly Spend by Supplier Last synced 23 minutes ago This Qtr Supplier Acme Supply TechPro Ltd MFG Direct Global Parts
Manufacturing

Every work order.
Every delivery. On time.

Plan, execute, and track every work order from the shop floor - with real-time visibility into materials, capacity, and delivery commitments so nothing slips through the cracks.

Work orders & production planning
Bill of materials (BOM)
Materials requirements planning (MRP)
Shop floor tracking
Capacity planning & scheduling
Quality control & inspection
Manufacturing Citadel Dashboard Production Work Order Bill of Materials Production Plan Job Card Operations Quality Quality Inspection Dashboard / Manufacturing OPEN WORK ORDERS 186 EFFICIENCY RATE 87.4% ON-TIME COMPLETION 91.2% DOWNTIME TODAY 3.2h Work Orders (Completed) Last synced 23 minutes ago Last Year Monthly Production Output (Units) Last synced 23 minutes ago Last Year Monthly
Inventory & Warehouse

Know exactly what you have.
And where it is.

Real-time stock visibility across every warehouse location - with serial and batch traceability, stock reservations, and reorder automation so you never run short or overstock without knowing it.

Real-time stock levels & valuation
Serial & batch traceability
Multi-warehouse management
Stock reservations & allocations
Landed cost tracking
Reorder alerts & replenishment
Inventory Citadel Dashboard Stock Stock Entry Delivery Note Purchase Receipt Warehouse Item Reports Stock Balance Dashboard / Inventory & Warehouse TOTAL STOCK VALUE $4.2M ACTIVE SKUs 1,842 STOCK TURNOVER 8.4x LOW STOCK ALERTS 14 Stock Receipts (Inbound) Last synced 23 minutes ago Last Year Monthly Stock Issues (Outbound) Last synced 23 minutes ago Last Year Monthly
CRM

Manage every lead.
Close every opportunity.

Track every prospect, conversation, and deal in one place - fully connected to your orders, invoicing, and customer history. Your sales team spends more time selling and less time hunting for context.

Lead & contact management
Opportunity pipeline & forecasting
Activity logging & follow-up tracking
Customer communication history
Quote & order integration
Rep performance & territory reports
CRM Citadel Dashboard Pipeline Lead Opportunity Contact Customer Activity Campaigns Email Campaign Dashboard / CRM TOTAL LEADS 284 OPEN PIPELINE $8.4M WIN RATE 34% AVG. SALES CYCLE 28d Pipeline by Stage Last synced 23 minutes ago This Qtr Stage Leads Qualified Proposal Negotiation Pipeline Value by Stage Last synced 23 minutes ago This Qtr Stage
HR & Payroll

Your people, managed
without the spreadsheets.

From onboarding to payroll runs, manage your entire workforce in one system - eliminating manual tracking, missed deadlines, and the compliance risk that comes with disconnected tools.

Employee records & onboarding
Payroll processing & compliance
Leave & attendance tracking
Performance management
Headcount planning & org charts
Benefits & deductions management
HR & Payroll Citadel Dashboard Employees Employee Leave Application Attendance Expense Claim Job Opening Payroll Payroll Entry Dashboard / HR & Payroll TOTAL HEADCOUNT 248 MONTHLY PAYROLL $486K OPEN POSITIONS 12 ATTENDANCE RATE 96.2% Headcount Growth Last synced 23 minutes ago Last Year Monthly Payroll by Month ($K) Last synced 23 minutes ago Last Year Monthly
Reporting & Analytics

Every answer.
Already in your data.

Every module feeds into a single reporting layer - so you get cross-functional visibility, scheduled reports, and dashboards built from your real data. The Citadel Assistant answers questions using your own business records.

Cross-module dashboards
Scheduled & on-demand reports
Custom KPI tracking
AI-powered insights (Citadel Assistant)
Export to Excel, PDF, and CSV
Role-based report access
Analytics Citadel Dashboard Reports Report Builder Query Report Script Report Scheduled Report Dashboard Insights Workspace Dashboard / Reporting & Analytics ACTIVE REPORTS 142 DASHBOARDS 18 SCHEDULED REPORTS 34 ACTIVE USERS 48 Report Views by Module Last synced 23 minutes ago Last Year Monthly Unique Users Over Time Last synced 23 minutes ago Last Year Monthly
Customer Portal

Your customers,
always in the loop.

Give customers 24/7 self-service access to their orders, invoices, and support requests. Reduce inbound calls and strengthen relationships with real-time visibility into what matters to them.

Self-service order tracking
Invoice viewing & online payments
Support ticket submission & tracking
Document & quote access
Real-time delivery status
Role-based customer access
Portal Citadel Dashboard My Account Order Status My Invoices Raise Ticket My Documents Payments Support My Tickets Dashboard / Customer Portal ACTIVE USERS 1,284 OPEN TICKETS 47 PENDING INVOICES 132 AVG RESOLUTION 4.2h Portal Logins Last synced 23 minutes ago Last Year Monthly Support Tickets Last synced 23 minutes ago Last Year Monthly
Learning Management

Train your team.
Track every step.

Deliver, track, and certify training across your organization, from onboarding courses to compliance certifications, all connected to HR records so every employee's learning history is always current.

Course & curriculum management
Employee training tracks
Assessment & quiz builder
Certification & compliance tracking
Progress dashboards by team
Integration with HR records
Learning Citadel Dashboard Courses Course Lesson Enrollment Quiz Certificate Programs Learning Path Dashboard / Learning Management ACTIVE LEARNERS 186 COURSES PUBLISHED 34 COMPLETION RATE 78% CERTIFICATIONS 42 New Enrollments Last synced 23 minutes ago Last Year Monthly Course Completions Last synced 23 minutes ago Last Year Monthly
Asset Management (EAM)

Know every asset.
Prevent every failure.

Track, maintain, and optimize every physical asset across your organization. Preventive maintenance schedules, real-time availability, and depreciation management keep finance and operations aligned.

Asset registry & lifecycle tracking
Preventive maintenance scheduling
Work order & repair management
Spare parts inventory
Asset depreciation & valuation
Downtime & availability reporting
Assets Citadel Dashboard Assets Asset Maintenance Schedule Work Order Spare Parts Depreciation Locations Asset Location Dashboard / Asset Management TOTAL ASSETS 842 MAINTENANCE DUE 18 UTILIZATION RATE 87.4% DOWNTIME HRS 12.4 Maintenance Completed Last synced 23 minutes ago Last Year Monthly Downtime by Asset Category Last synced 23 minutes ago This Qtr Category Production Fleet Facilities IT Equipment
Project Accounting

Every project.
Every dollar. Accounted for.

Track costs, revenue, and profitability at the project level. Real-time budget monitoring, time and expense management, and milestone billing keep every engagement on track and profitable.

Project budget tracking & alerts
Cost allocation by project & phase
Time & expense management
Milestone-based billing
Profitability & variance analysis
Resource planning & utilization
Projects Citadel Dashboard Projects Project Task Timesheet Expense Claim Budget Billing Milestone Invoice Dashboard / Project Accounting ACTIVE PROJECTS 24 BUDGET UTILIZED 68% BILLABLE HOURS 1,842 ON-TIME RATE 83% Billable Hours Logged Last synced 23 minutes ago Last Year Monthly Budget Burn by Project Last synced 23 minutes ago This Qtr Project
Cash & Bank

Full visibility over
every dollar you hold.

Manage bank accounts, reconcile transactions, and forecast cash flow from one place. Eliminate month-end surprises with real-time cash position visibility across every account and entity.

Bank account management
Transaction reconciliation
Cash flow forecasting
Multi-bank & multi-currency support
Payment processing & approvals
Treasury & liquidity reporting
Banking Citadel Dashboard Banking Bank Account Bank Transaction Payment Entry Reconciliation Cash Flow Transfers Bank Transfer Dashboard / Cash & Bank TOTAL CASH BALANCE $8.4M UNRECONCILED 14 PENDING PAYMENTS $1.2M BANK ACCOUNTS 6 Cash Inflow Last synced 23 minutes ago Last Year Monthly Cash Outflow Last synced 23 minutes ago Last Year Monthly
Budget Management

Plan what you spend.
Control what you commit.

Create, approve, and monitor budgets by department, cost center, or project. Real-time variance tracking and automatic alerts flag overspending before it becomes a problem.

Budget creation & approval workflows
Departmental & cost center budgets
Budget vs. actual tracking
Variance analysis & alerts
Multi-period planning
Commitment controls & encumbrances
Budget Citadel Dashboard Budget Budget Cost Center Budget vs Actual Variance Report Department Approvals Budget Request Dashboard / Budget Management TOTAL BUDGET $12.4M UTILIZED 72% OVER-BUDGET DEPTS 3 VARIANCE $340K Budget Consumed by Month Last synced 23 minutes ago Last Year Monthly Variance by Department Last synced 23 minutes ago This Year Dept
AI Built In

Not a chatbot bolted on.
AI built into the platform from day one.

Most ERP vendors add a chat window to a legacy interface and call it AI. PSI built two proprietary tools directly into Citadel - working alongside your operations using your own data, from day one.

Citadel Assistant
Ask questions. Get answers from your own data.

Answers questions using only your data - your suppliers, your contacts, your inventory. Real answers from your own business records, not generic responses from the internet.

Ask in plain language, get specific answers
Pulls only from your live ERP data
No data in the system, no answer given
Workflow Automation
Automate the routine. Focus on what matters.

Routine tasks do not need human hands. Citadel automates workflows across every module - reducing errors, cutting processing time, and freeing your team for higher-value work.

Automated approval workflows
Intelligent exception flagging
Cross-module process automation
AI Agents

Beyond automation.
Agents that reason, act, and adapt.

Workflow automation handles fixed rules. AI Agents handle complexity. They reason through multi-step processes, manage exceptions without prompting, and operate across every Citadel module without a script for every scenario.

Accounts Payable
Invoice Processing Agent
Triggers on: invoice received via email, upload, or EDI

Handles vendor invoices end-to-end, from data extraction through GL posting, without manual entry at any step.

1
Extracts invoice data and validates against vendor master
2
3-way match against purchase order and receipt
3
Routes exceptions for human review; flags discrepancies
4
Auto-posts approved invoices to the general ledger
Accounts Receivable
Collections Agent
Triggers on: daily AR aging review

Monitors accounts receivable aging continuously, manages tiered outreach, and escalates overdue accounts. No daily staff intervention required.

1
Reviews AR aging report and identifies overdue balances
2
Segments accounts by age and amount for tiered outreach
3
Sends payment reminders and logs all communications
4
Escalates high-risk accounts to the collections team
Financial Close
Financial Close Agent
Triggers on: period-end date

Works through your month-end close checklist automatically, reconciling accounts, flagging anomalies, and delivering a clean variance report for review.

1
Runs account reconciliations across all sub-ledgers
2
Flags journal entry anomalies and unresolved variances
3
Prepares accrual entries and period-end adjustments
4
Delivers variance summary and close status to the CFO
Procurement
Replenishment Agent
Triggers on: continuous stock level monitoring

Watches every item against its reorder point, generates purchase requisitions before you stock out, and follows up on open POs approaching their due dates.

1
Monitors stock levels against reorder points in real time
2
Generates purchase requisitions with preferred supplier data
3
Routes for approval and converts to purchase orders
4
Follows up on open POs nearing their delivery deadline

Workflows follow rules. Agents follow goals and adapt when circumstances change.

Every agent operates within your approval structure. Humans stay in control of what matters.

Deployment

Flexible deployment.
Your choice.

Cloud, on-premise, or hybrid - Citadel runs in any environment. The architecture was designed from the start to support all three models without compromise.

Cloud
Maximum scalability.
Minimal IT overhead.

PSI manages the infrastructure. You manage your business. Automatic updates, backups, and uptime - without touching a server.

No hardware to purchase or maintain
Automatic updates and patches
Scale up instantly as you grow
PSI-managed infrastructure and uptime
Best for: Fast deployments, lean IT teams, and businesses prioritizing speed to value.
On-Premise
Full control.
Your data stays with you.

Run Citadel entirely on your own infrastructure. Your data never leaves your environment - full IT control, full compliance posture.

Data stays on your infrastructure
Meets strict compliance and data residency requirements
Full IT control and customization
Works in air-gapped environments
Best for: Regulated industries, government, and businesses with strict data residency requirements.
Hybrid
Cloud agility.
On-site control. Both.

Keep sensitive data on your own servers while leveraging cloud scalability where it makes sense. One platform, two environments.

Core data on-premise, cloud for scale
Flexible per-department configuration
Ideal for phased cloud migrations
Single platform across both environments
Best for: Businesses with mixed compliance needs or those migrating from on-premise to cloud over time.
Security & Compliance
Encrypted Data
All data encrypted at rest and in transit, regardless of deployment model.
Compliance Ready
Built to meet data residency requirements. On-premise keeps your data entirely on your own infrastructure.
Role-Based Access
Granular permissions across every module. Users only see what their role requires.
Full Audit Trail
Every action logged and traceable. Know who changed what, when, and from where.
Why Citadel. Why PSI.

Built differently. On purpose.

01
The builder implements it
PSI built Citadel and PSI runs every deployment. No partner network, no hand-offs, no finger-pointing. One team accountable for the product and the go-live.
02
Priced for how businesses grow
Deployment-based pricing, not per-user. Your license cost does not escalate every time you hire. A cost model designed around your economics, not ours.
03
Live in 3 to 6 months
Our structured approach and single-team accountability delivers results in 3 to 6 months - not the 12 to 24 that enterprise ERP projects typically run.
04
No vendor lock-in. Ever.
Citadel is built on a proven open-source foundation. No complex license fees, no forced upgrades, no held-hostage migrations. A platform you own, not rent.
The PSI Suite

Four products.
One ecosystem.

Each product works on its own. Together, they cover every layer of your business - operations, integrations, intelligence, and extensibility - built and supported by the same team.

Integrates with Citadel
Integration Platform
Atlas

Connect your business applications without heavy IT involvement. 400+ connectors spanning cloud, on-premises, and private cloud environments - so your systems share data cleanly and reliably.

400+ connectors - REST, SOAP, EDI, SFTP, and more
Cloud, on-premises, and private cloud support
Data validation and de-duplication built in
End-to-end managed - scoping through deployment
Learn more about Atlas
Integrates with Citadel
Knowledge Platform
Socrates

A project-aware AI knowledge system built for delivery organizations. Query your SOWs, runbooks, and project files - with sensitive data anonymized before it ever reaches the model.

Deterministic anonymization - zero PII reaches the model
Citation-grounded answers with exact source references
Hybrid retrieval across SOWs, specs, runbooks, and email
Isolated per project and client by design
Learn more about Socrates
A Pharos Solutions product
AI Development Platform
Spartan

An autonomous AI development system that converts plain-language feature requests into production-ready, deployed software - across the full development lifecycle.

Requirements, code, tests, and CI/CD - fully automated
Average session to pull request: 12 minutes
Native integration with Azure DevOps and GitHub
5x development velocity improvement
Learn more about Spartan
Common Questions

Everything you need to know
before you decide.

What does the implementation process look like?
PSI handles the full deployment — from initial discovery and configuration through training and go-live. Most deployments take 3 to 6 months. You work directly with the same team that built the product, not a third-party partner or reseller. There are no hand-offs.
How is Citadel priced?
Citadel uses deployment-based pricing, not per-user licensing. Your cost does not escalate every time you hire. Pricing is scoped based on your modules, deployment model, and company size. Contact us for a conversation. We will give you a realistic range before any commitment.
What size company is Citadel built for?
Citadel is built for mid-market enterprise organizations — typically companies with 50 to 500 employees that have outgrown entry-level software but do not need the overhead of SAP or Dynamics 365. If you are managing operations across disconnected systems, running critical functions in spreadsheets, or your current ERP is creating more friction than it solves, Citadel is likely a fit.
Do we need to replace all our systems at once?
No. Citadel is designed to be deployed in phases. Most companies start with Finance and one or two operational modules, then expand. PSI works with you to define a rollout plan that minimizes disruption to your current operations while moving you toward a fully unified system.
Can Citadel integrate with our existing tools?
Yes. Citadel connects to external systems through Atlas, PSI's integration platform. Common integrations include e-commerce platforms, payment gateways, banking systems, shipping carriers, and third-party reporting tools. If you have specific integration requirements, bring them to your Business Assessment and we will scope them directly.
Is our data secure?
Data security is built into every deployment. Cloud deployments are managed by PSI with standard security controls in place. On-premise and hybrid deployments keep your data entirely on your own infrastructure, with no data leaving your environment. We can walk through your specific security, compliance, or data residency requirements during the assessment.
Can Citadel be customized for our industry or workflows?
Yes. Every Citadel deployment is configured to match your operations — your chart of accounts, your approval workflows, your reporting structure, and your industry requirements. Citadel is not a generic out-of-the-box product. PSI has deployed across manufacturing, distribution, services, healthcare, and retail environments.
What happens after go-live?
PSI provides ongoing support after every deployment. Because we built the product and ran the implementation, there is no hand-off to a separate support team — the people who know your configuration are the people you call. Support agreements are scoped as part of every engagement.
How does Citadel compare to SAP Business One or Microsoft Dynamics?
Citadel delivers comparable functionality at a fraction of the cost and timeline. SAP Business One and Dynamics 365 use per-user licensing that escalates as you grow, rely on partner networks for implementation, and typically run 12 to 24 months to deploy. Citadel is deployed directly by PSI on deployment-based pricing, typically live in 3 to 6 months.
What is the commitment? Is there a long-term contract?
Citadel deployments are scoped as fixed projects with ongoing support agreements. We will give you a clear picture of the full engagement — scope, timeline, and cost — before you commit to anything. The Business Assessment is the right first step to understand what a deployment looks like for your specific situation.
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