One ERP for the Whole Business

General Ledger & Close

Chart of accounts, journals and a controlled month-end close.

• Chart of accounts & journal entries
• Recurring and template journals
• Custom GL dimensions
• Close checklist & period locks
• Balance-sheet reconciliation workpapers
• Financial statement designer
• Secondary ledgers (tax, IFRS, statutory books) with per-book statements

Accounts Payable

From bill capture to payment, with matching and approvals.

• Three-way match with tolerances & holds
• Approval workflows
• Payment runs, checks, ACH & positive pay
• Early-payment discounts
• Vendor credits, prepayments & withholding
• Recurring bills & 1099 e-file
• W-9 / W-8 collection on the vendor portal
• Self-billing (evaluated receipt settlement) from goods receipts

Accounts Receivable

Invoice, collect and apply cash with less effort.

• Branded invoices, quotes & statements by email
• Versioned document layouts with preview & roll-back
• Credit limits & credit holds
• Dunning schedules & collections
• Customer portal
• Deposits, credits & refunds with approvals
• Consolidated and recurring invoicing
• Remittance & lockbox import

Banking & Cash

Connected bank accounts and fast reconciliation.

• Bank feeds & statement import (OFX, BAI2, CAMT.053)
• Matching rules & auto-categorization
• Bank reconciliation
• Cash position & forecast
• Petty cash
• Loan register with amortization schedules, interest accrual & payments

Live bank feeds connect through your Plaid account.

Multi-Entity & Multi-Currency

Run several companies and currencies in one system.

• Legal entities & consolidation
• Legal entity on invoices, bills, sales and purchase orders
• Intercompany transactions & reconciliation
• Intercompany invoice ↔ bill pairs with mirror bills & linked settlement
• Multi-currency with rate types
• FX revaluation & translation

Fixed Assets & Leases

Track assets and leases through their whole life.

• Depreciation schedules & disposals
• Asset tags, labels & audits
• Maintenance schedules
• Lease accounting (ASC 842 / IFRS 16)

Tax & Compliance

Sales tax, VAT and withholding handled in the flow of work.

• Tax codes, jurisdictions & exemption certificates
• Tax-inclusive pricing
• VAT, reverse charge & EC sales list
• Withholding tax
• Excise duties per unit, volume or value with an excise return
• Country localization packs
• E-invoicing (UBL / Peppol, Factur-X PDF/A-3)

Automated tax calculation with Avalara uses your Avalara account.

Revenue & Subscriptions

Recurring revenue billed and recognized correctly.

• Subscription plans & usage billing
• Revenue recognition schedules
• MRR, churn & retention analytics

Budgeting & Planning

Plan, approve and control spend.

• Budget versions & approvals
• Budget checks & encumbrances
• Driver-based and rolling forecasts
• Workforce planning
• Excel round-trip

Expense Management

Employee spend with policy built in.

• Expense reports & approvals
• Corporate cards
• Mileage & per-diem rates
• Receipt capture
• Travel requests

CRM

Pipeline, forecasting and marketing in one place.

• Leads, lead scoring & territories
• Opportunities with product lines
• Quote revisions & reusable templates
• Sales forecasting & quotas
• Campaigns, email templates & web-to-lead forms
• Customer 360, merge & CSV import/export

Outlook / Gmail email and calendar sync uses your Microsoft or Google app registration.

Mobile CRM

Your pipeline in your pocket, even without a signal.

• Installable phone app (no app store needed)
• My activities with one-tap completion
• Contact & account lookup with call and e-mail links
• Log calls, visits and notes with follow-up tasks
• Pipeline stage updates on the go
• Offline queue that syncs when you are back online

Sales Orders & Pricing

Quote-to-cash with pricing, credit and fulfillment control.

• Quotes & sales orders
• Price lists, customer prices & promotions
• Credit checks & approval policies
• Available-to-promise, backorders & returns
• Drop-ship and margins
• Blanket & recurring sales orders

Product Configurator (CPQ)

Sell configurable products and build exactly what was ordered.

• Option groups with single, multi and numeric choices
• Requires / excludes / visibility / validation rules
• Live price from price lists plus option prices
• Configured quote lines carry over to sales orders
• Configure-to-order BOM, routing and work order per line
• Variant items reused for repeat configurations

Customer Service

Resolve issues fast and keep your commitments.

• Cases & queues
• SLA policies & escalations
• Knowledge base
• Service contracts & entitlements

Inventory Control

Accurate stock across locations, bins and lots.

• Multi-warehouse, bin, lot & serial tracking
• Transfers, adjustments & cycle counts
• FIFO / average costing & inventory valuation
• Item categories, variants, units of measure & barcodes
• Substitutes & customer/vendor cross-references
• Bin replenishment
• Demand forecasting & reorder points

Forecasting & Inventory Optimization

Learned demand forecasts that set your reorder points for you to approve.

• Learned forecasting models with automatic selection by backtest error (MASE / MAPE)
• Intermittent-demand models (Croston, SBA, TSB) and seasonal smoothing
• Service-level and fill-rate optimised safety stock, reorder point and order quantity
• Lead-time variability from your purchase history
• Planner accepts or rejects each recommendation
• Forecast accuracy tracking by model, month and item
• Nightly scheduled runs

Consignment Stock

Hold a vendor's stock, or place yours at a customer, and settle only what is used.

• Vendor-owned stock kept out of valuation and ATP
• Vendor consignment billed on consumption
• Customer consignment warehouses
• Usage reports that issue stock and invoice the customer

Purchasing

Buy the right things at the right price.

• Requisitions & purchase orders with approvals
• Purchase units of measure & foreign-currency POs
• RFQs & vendor quotes
• Purchase agreements & price breaks
• Receiving & put-away
• Vendor scorecards & evaluations

Warehouse & Shipping

Pick, pack and ship with fewer mistakes.

• Pick lists, waves & packing
• Mobile scanning for receiving and moves
• Printable bin labels (Code 128 & QR)
• Carrier rates, labels & tracking
• Packing slips & shipping documents
• Cross-docking from receipt straight to pick

Live carrier rates and labels use your carrier accounts.

Third-Party Logistics (3PL)

Run warehouses operated by a logistics provider from the same system.

• Mark any warehouse as 3PL-operated
• Shipping orders (EDI 940) and receipt advices (943) sent automatically
• Shipping advices (945) and receipt confirmations (944) matched and posted
• Inventory snapshots (846) reconciled against ERP stock
• Works over SFTP or file drop with any provider

Each logistics provider is onboarded with its own EDI identifiers and test cycle.

Manufacturing

Plan and run production from BOM to finished goods.

• Bills of materials & engineering changes
• Work orders & routings
• MRP & capacity planning
• Shop-floor mobile reporting & backflush
• Production variances & WIP
• Repetitive (rate-based) production schedules
• Work-centre departments with capacity rollup

Quality Management

Build quality in and prove it.

• Inspection plans & inspections
• Non-conformances & CAPA
• Certificates of analysis
• Lot genealogy & traceability

Field Service

Dispatch the right technician with the right parts.

• Service orders & dispatch board
• Scheduling & route optimization on road distances
• Technician mobile app with signatures
• Preventive maintenance & installed base
• Contract billing & van stock

Road distances and drive times use your Google Maps Platform key; without one, routes use straight-line distances.

Point of Sale

Fast checkout connected to inventory and accounting.

• Registers, shifts & cash counts
• Offline mode
• Gift cards, store credit & loyalty
• Layaways & returns
• Paid customer invoices from POS sales

Integrated card terminals require your payment processor account.

E-commerce, EDI & B2B

Connect online channels and trading partners.

• Shopify, WooCommerce, BigCommerce & Magento (Adobe Commerce) sync
• Channel payouts reconciled to the bank
• EDI 850, 855, 856 (per carton), 810 & 997
• EDI over SFTP with pinned host keys
• B2B ordering portal

Amazon Seller Central needs your own account; AS2 EDI transport goes through your AS2 gateway or VAN.

Project Accounting

Budgets, costs and billing for every project.

• Project budgets & baselines
• Time & expense costing
• Timer entries billed through approved timesheets
• Billing runs, milestones & retainers
• WIP & profitability
• Daily project health (RAG) indicators
• Project material planning with purchase requisitions
• Skills-based staffing suggestions
• Sales commissions

Reporting & BI

Financial statements, inquiries and dashboards.

• Financial statement designer
• Saved inquiries with grouping & pivots
• Live dashboards & KPIs
• Scheduled report delivery
• Audit report pack
• XBRL & inline XBRL export with your taxonomy mapping
• BI feed for Power BI & Excel

Sustainability (CO2e)

Measure greenhouse-gas emissions from the transactions you already record.

• Your own emission factors with CSV import
• Purchases mapped by GL account or item category
• Travel expenses by spend or mileage
• Fuel & energy entries
• Scope 1, 2 & 3 ledger and dashboard
• Excel export

Excel Add-in

Live ERP numbers in the spreadsheets you already use.

• Formulas for GL balances, period activity and the trial balance
• Any BI feed table with filters, refreshed in one click
• Signs in with the BI feed credentials and respects permissions
• Works in Excel on the web, Windows and Mac

Customization & Automation

Fit the system to how you work.

• Custom fields, attachments & custom objects
• Custom fields as list columns, filters & inquiry fields
• Approval workflows & delegations
• Configurable number series
• Alert rules
• Data import wizard & bulk edit
• REST API & webhooks

Data Migration

Go live with your history, not just your master data.

• Customers, vendors, items & chart of accounts
• GL opening balances
• Open AR invoices & AP bills that age from their original dates
• Opening stock by warehouse, bin & lot
• Dry run, duplicate detection & downloadable error rows

Security & Audit

Least-privilege access with a full audit trail.

• Role-based permissions enforced on every posting action
• Permission checks for manufacturing, expenses, POS & field service
• Record-level scope for sales, purchasing, CRM, invoices & bills
• Field-level security for costs, margins, salaries & bank details
• API keys bound to a user's permissions
• Audit trail
• IP allow-listing
• Single sign-on (OIDC)

Single sign-on requires an app registration in your identity provider.

Global Ready

Work in your language and your country's rules.

• Interface in English, German, Spanish, French, Dutch & Portuguese (Brazil)
• Country localization packs for 10 countries, incl. Ireland & New Zealand
• Statutory reports (VAT100, GST34, BAS, VAT3, GST101A)
• E-documents