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ERP.AI ERP for Small Business

ERP for Small Business

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Modules

InvoicingCreate customer invoices and follow the balance through to payment. Bills and expensesKeep supplier bills and employee reimbursements moving with clear decisions. BookkeepingKeep journals, bank evidence and period results connected.
Sales pipelineGive every lead an owner and every opportunity a next step. People and leaveKeep employee records and leave decisions clear for a small team. PayrollPrepare pay with the right review and follow every payment outcome.

ERP for Small Business

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Processes

Turn a sales opportunity into an invoiceFollow the commercial handoff through independent invoice approval. Collect and apply customer cashMatch confirmed receipts to the customer invoices they settle. Approve and pay bills and expensesReview the obligation and authorize the exact payout before settlement.
Run and confirm payrollReview the calculation and track settlement for every employee. Request and approve leaveUse explicit entitlement and independent decisions for leave. Reconcile and close the booksClose an accounting period from reconciled evidence.

ERP for Small Business

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Industries

Professional servicesConnect client billing, supplier costs and a small team. Small agenciesFollow new business through billing and keep team administration organized.
Local service businessesKeep everyday billing, spending and staff records under control.

ERP for Small Business

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Reference

Roles and permissionsGive people the access their work requires. Reports and analyticsRead the business from reconciled records. Data modelUnderstand the records and their accounting boundaries.
IntegrationsConnect source records with clear ownership and retry behavior. ImplementationStart from reconciled records and prove the everyday work. Agent assistanceUse an agent for preparation and follow-up within your permissions.

ERP for Small Business

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All systems
Modules
InvoicingCreate customer invoices and follow the balance through to payment.Bills and expensesKeep supplier bills and employee reimbursements moving with clear decisions.BookkeepingKeep journals, bank evidence and period results connected.Sales pipelineGive every lead an owner and every opportunity a next step.People and leaveKeep employee records and leave decisions clear for a small team.PayrollPrepare pay with the right review and follow every payment outcome.
Processes
Turn a sales opportunity into an invoiceFollow the commercial handoff through independent invoice approval.Collect and apply customer cashMatch confirmed receipts to the customer invoices they settle.Approve and pay bills and expensesReview the obligation and authorize the exact payout before settlement.Run and confirm payrollReview the calculation and track settlement for every employee.Request and approve leaveUse explicit entitlement and independent decisions for leave.Reconcile and close the booksClose an accounting period from reconciled evidence.
Industries
Professional servicesConnect client billing, supplier costs and a small team.Small agenciesFollow new business through billing and keep team administration organized.Local service businessesKeep everyday billing, spending and staff records under control.
Reference
Roles and permissionsGive people the access their work requires.Reports and analyticsRead the business from reconciled records.Data modelUnderstand the records and their accounting boundaries.IntegrationsConnect source records with clear ownership and retry behavior.ImplementationStart from reconciled records and prove the everyday work.Agent assistanceUse an agent for preparation and follow-up within your permissions.
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ERP for Small Business References
Integrations4 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent assistance6 of 6

Integrations

Connect source records with clear ownership and retry behavior.

ERP for Small BusinessShared data, controlled access Accounting and bankevidenceBank statementsin Opening booksin Customer and suppliercommunicationInvoice emailin and out Bill capturein Payment providersin and out People and payrollPayroll calculationin and out Employee paymentsin and out Your agent
  • Accounting and bank evidence
    • Bank statementsin
    • Opening booksin
  • Customer and supplier communication
    • Invoice emailin and out
    • Bill capturein
    • Payment providersin and out
  • People and payroll
    • Payroll calculationin and out
    • Employee paymentsin and out
  • Agents
    • Your agentWorks within the permissions you assign

Accounting and bank evidence

  • Bank statements. Import stable statement-line identifiers and match to existing journals. Preserve complete statement totals, fees and split-match evidence.
  • Opening books. Import reviewed balances and unpaid documents at one cutoff; retain source keys and reconciliation totals.

Customer and supplier communication

  • Invoice email. Track delivery separately from posting. Retrying a failed message cannot issue another invoice.
  • Bill capture. Extract supplier documents into Draft with provenance; a captured file cannot approve its own payable.
  • Payment providers. Authenticate events and verify recipient, amount, currency and final status. Stable idempotency keys survive retry and delayed callbacks.

People and payroll

  • Payroll calculation. Use a verified provider or approved rules for the actual country, frequency and effective employee population. Record unsupported cases before rollout.
  • Employee payments. Match each settled result to its approved statement revision. Partial failure remains visible per employee.

How connections are governed

service accounts, audit, pausing

Admin installs approved connections with scoped credentials. Owner approves business mappings; Bookkeeper and HR / Payroll reconcile the relevant results. Preserve source identity, policy version, retry key and final outcome. A connection listed here is an implementation requirement, not proof that it is already active. Failed, unsupported or uncertain responses stop the dependent action without silently fabricating success.

The API is one more client of the same interface. Agent assistance →

# Example work after configuration $ curl -s https://www.erp.ai/skill.md › Show my follow-ups due this week. › Prepare a draft invoice for this assigned customer. › Explain the unapplied balance on this receipt. › Find the bank lines still awaiting a match.
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