ERP · CRM

One ledger for finance, production and the customer

When purchasing, the shop floor and accounts each keep their own version of a number, month end becomes an investigation. We put them on one record and give each team the view it needs.

Book a scoping call Read a rollout note
Called about

Stock value in the ledger does not match the stock on the floor.

Costing is done in a spreadsheet after the fact, so nobody knows margin per order.

Sales promises a date the plan cannot support.

Purchase approvals sit in email, and the audit trail is a mailbox.

Finance

General ledger, receivables, payables, cost centres, tax and statutory reporting on one chart of accounts.

Procurement

Requisition to payment, with approval limits, supplier records and a three-way match that actually blocks.

Production

Bills of material, routings, work orders and material requirement runs that respect real capacity.

CRM

Pipeline, quotations, service desk and a customer record that shows orders, stock and open invoices together.

Included in every ERP scope

  • Chart of accounts review
  • Master data cleanse
  • Approval matrix
  • Role and permission map
  • Opening balance plan
  • Month-end close runbook
  • Report pack handover
  • Operator training

The seams we design first

ERP · MES Work order release, material issue and production booking
ERP · WMS Goods receipt, stock transfer and dispatch confirmation
ERP · OMS Order intake, allocation and invoice trigger
CRM · ERP Quotation to order, credit hold and service history
Assisted layer

What AI does in an ERP, specifically

Clerical work, not judgement. Every posting still has a person's name against it.

Invoice and GRN matching

Supplier documents read, matched to the purchase order and the receipt, and queued for approval with the differences highlighted.

Master data hygiene

Duplicate suppliers, near-identical item codes and stale price lists surfaced as a work queue instead of a yearly clean-up.

Close assistance

Unposted entries, unmatched receipts and open work orders listed against the close runbook, in the order they block it.

Ledger questions in plain words

Ask what drove a cost variance and get the answer with the query and the source documents beside it.

The integration layer
Free resource

ERP implementation checklist

Thirty-one decisions that determine whether a rollout lands, most of which come before anyone configures anything. Readable in full, no email required.

Read the checklist

Bring us your month-end close.

We will walk it step by step and tell you which steps the system should be doing.

Book a scoping call