Quotes, invoicing, inventory, accounting, commissions, and workflow automation — unified in a single platform built for clarity and control.
Nine purpose-built modules designed to work as one. No bolt-ons, no data migration, no third-party glue.
Dynamic fields, customer-specific pricing, multi-template PDF output. External approvals via secure link — no login required for reviewers.
Invoices, payments, credit memos, customer statements, and collections. Bulk statement runs and aging reports in a few clicks.
Multi-warehouse with serial and lot tracking, cycle counts, pick lists, consignment, kit assembly, and three-way PO matching.
Full chart of accounts, journal entries, fiscal periods, and payment runs. Automated posting from inventory, commissions, and AP.
Tiered plans with accelerators, hierarchical crediting, and automatic ledger posting. Calculate, review, and finalize per period.
Visual builder with conditional transitions, parallel steps, and user-defined fields. Authorization, document generation, and notifications built in.
Profiles with contacts, addresses, notes, and documents. Address validation, geocoding, custom pricing tiers, and tax exemption tracking.
Custom report builder with runtime filters, formula engine, and charts. Built-in financials — balance sheet, P&L, trial balance. CSV and PDF export.
QuickBooks Online with bi-directional sync. Pluggable API connector for accounts, customers, products, invoices, journal entries, and vendors.
Not another generic ERP. Built for teams that need flexibility without complexity, and control without friction.
Attach custom fields to any workflow. Your data model adapts to your process — not the other way around.
Rename quotes, customers, regions, and reps to match your industry. One platform, any vertical.
100+ permission keys with role inheritance, per-user overrides, and territory scoping. Full audit even for super-admins.
Every operation logged automatically — who, what, when, from where. Zero manual instrumentation. Compliance-ready from day one.
Professional PDFs in multiple styles. Word template fill with token injection, loops, and conditional sections.
Runs on Google Cloud with isolated databases per organization. Your data is never comingled. Scales with your team.