Business Functionality
Every function, unified in one system
Ten connected areas of your business — financials, operations, people and analytics — running on a single, true cloud ERP. Select an area to see what it covers.
General Ledger (GL)
The central repository for your financial information — chart of accounts, financial periods, ledgers and allocations. Fully integrated with the entire system, so entries made in any module post to GL.
Cash Management
Manage all cash needs from one place. Automatically collects transactions from GL, AP and AR, with real-time reports that drill down to account details.
Accounts Payable
Manage vendor invoices, automate payment processing, predict cash requirements, track vendor balances, optimize available discounts and deliver vendor reports.
Accounts Receivable
Generate invoices, send statements, collect and apply payments, verify balances, track commissions and deliver customer reports — accessible anywhere, any time.
Inter-Company
Track financials and report for unlimited related companies with real-time consolidation, centralized bill payment and automated intercompany transactions.
Contract Management
Manage service contracts and warranty agreements for products during or after the manufacturer's warranty period.
Currency Manager
Automatically compute realized and unrealized gains and losses, perform account revaluations and translate financial statements for multi-currency operations.
Tax Management
Configure, collect, manage and report tax — integrated with other modules to centralize tax information and generate required filing reports.
Deferred Revenue
Automate deferred revenue calculations by assigning schedules to any affected transaction line or inventory component.
Bank Feeds
Connect to more than 14,000 financial institutions. Schedule imports and eliminate manual reconciliation with default settings, AI and machine learning.
Fixed Assets
Maintain depreciation schedules for owned, rented or leased assets — fully integrated, with assets under construction and tax scenarios tracked independently of GL postings.
Purchase Order
Automate and centralize global purchasing to reduce costs and improve vendor relationships while enforcing policy and process controls.
Requisition
Automate the way you gather requests, obtain vendor bids, create and approve quotes and manage purchases — eliminating paperwork across departments.
Sales
Centrally manage quotes, sales orders, shipments, pricing, discounts and available inventory, giving your sales and service teams real-time data.
Inventory
Control inventory across warehouse locations with powerful replenishment logic for automated orders, designed to flex to how you run your warehouse.
Warehouse
Preprinted smart scan sheets allow workers to complete shipments, scan items and get audible and visual warnings — ideal even for gloved, scanner-only workflows.
Project Accounting
Ideal for engineering and construction firms, marketing companies, consultants and law firms — integrated with GL, AP, AR, sales, purchasing and inventory.
Time Management
Capture time from any device and route entries for supervisor approval. Essential for project accounting, construction, service management and payroll.
Expense Management
Automatically create expense receipts from credit card transactions and remind employees to submit scanned receipts — improving accuracy for costing and billing.
Advanced Planning
Advanced Planning and Scheduling sets accurate, reliable delivery dates based on finite resource availability — materials, capacity, sequences, tooling and schedules.
Production Management
Create production orders from BOM and routing standards, release and schedule orders, and track materials and labor for work in process with detailed cost analysis.
Product Configurator
Create unique manufactured parts with flexible, rules-based configuration that calculates components and pricing.
BOM / Routing
Create production specifications and maintain them through a single screen — the framework for planning across the Manufacturing Edition.
Material Requirements
Generate time-phased manufacturing and purchasing plans tied to forecast and customer demand, reducing inventory and avoiding costly stock-outs.
Engineering Change
Maintain control of manufacturing master data with built-in approval workflows for changing bills of material and routings.
Data Collection
Print barcoded reports and labels to scan material movement and labor transactions directly from the shop floor in real time.
Estimation
Create detailed manufacturing estimates quickly, taking into account material, overhead, labor and miscellaneous costs.
CRM
Customer management applications for leads, contacts, opportunities and customer accounts — embedded across the whole system.
Customer Portal
Create a portal experience to work and communicate with customers more efficiently.
Equipment Maintenance
Record the history of customer- or company-owned equipment, establish warranty offers, track serial numbers, define default vendors and track sale and installation dates.
Service Maintenance
Contract management, appointment schedules and a full-featured mobile app for service-driven businesses — with seamless integration to inventory, purchasing and projects.
BigCommerce
Automate synchronization of sales orders, stock allocations and promise dates from BigCommerce to your ERP — managing the customer lifecycle inside the platform.
Shopify
Automate synchronization of sales orders, stock allocations and promise dates from Shopify, with native connectivity to order management, inventory, financial and CRM modules.
Point of Sale
Designed for distributors, manufacturers and retailers — rapid order entry, real-time inventory, cash register reconciliation, and barcode support with integrated hardware.
Payroll
All component types — earnings, deductions, fringe benefits — are linked to tax codes, with limitless, configurable online approval workflows and document attachments.
Human Resource
Manage staff through the complete employee lifecycle — recruitment, position, performance, succession and talent management, plus learning, skills and document history.
Employee Self-Service
Apply, capture, view and authorize tasks with workflow approvals. No more paper payslips or manual leave processing — everything online.
Report Design
Tailor reports to the information needs of every role, delivered in real time, with specific data restricted to authorized users as needed.
Analytical Reporting Manager
Free-form report creation using rows, columns and units — merged to generate Balance Sheet, Income Statement, Cashflow and Budget-Actual reports with any presentation compliance.
Business Analytics
Design dashboards with little or no training to deliver real-time information customized to needs — including a personalized home dashboard and one per module.
One system, no silos
See how these functions fit your business
Let's walk through the modules that matter most to you — financials, operations, people or reporting.