AR Aging · Outstanding
$8.9M
4%
vs. prior period · 23 days avg
v0 · ERP · Org 1k+
End-to-end ERP. One ledger.
Finance, supply chain, HR, sales, and manufacturing as one composed application. Every transaction posts through one ledger, one audit trail.
No credit card
Live in 60 seconds
One ledger, day one
Q1 Revenue
$14.2M
12% vs Q4
EBITDA
$3.4M
12% · 9.4% margin
Cash Position
$12.4M
$1.1M · 23 days runway
Working Capital
$6.7M
4% · DSO 42d / DPO 38d
Revenue by Entity
- ACME US 45%
- ACME EU 28%
- ACME APAC 18%
- ACME LATAM 9%
Period Close · 8 Entities
Cash Conversion Cycle
Cash Flow · Trailing 12 Months
Net + $4.2M
AprMayJunJulAugSepOctNovDecJanFebMar
Top Vendors by Spend
-
Acme Industrial Supply $1.24M
-
Global Logistics Co $890K
-
Henson Steel $720K
-
Apex Components $410K
-
Nordic Materials $330K
Open Sales Orders · Top 8
Total $1.37M · 247 open
| Order # | Customer | Amount | Status | Days Open | Region | Owner |
|---|---|---|---|---|---|---|
| SO-44213 | Acme Manufacturing | $124,500 | APPROVED | 12 | US | Sarah C. |
| SO-44210 | Henson Industries | $89,200 | PENDING | 8 | EU | Marcus L. |
| SO-44205 | Brightview Corp | $215,800 | SHIPPED | 18 | US | Sarah C. |
| SO-44198 | NorthStar Logistics | $67,400 | INVOICED | 22 | APAC | Yuki T. |
| SO-44192 | Apex Components | $342,000 | APPROVED | 5 | EU | Marcus L. |
| SO-44188 | Global Distrib Ltd | $156,300 | HOLD | 28 | LATAM | Diego R. |
| SO-44181 | Pyramid Solutions | $94,750 | SHIPPED | 15 | US | Sarah C. |
| SO-44175 | Maritime Trading | $278,400 | PENDING | 9 | APAC | Yuki T. |
Total Debits
$67.42M
9 control accounts
Total Credits
$67.42M
tied · in balance
Variance
$0.00
auto-reconciled
Last TB run
06:14 UTC
next at 06:14 tomorrow
Out-of-balance flags · last 14 days
3 flagged · all auto-cleared
Audit trail
- Posted by skill 12,791
- Manual (4-eyes) 56
- Reversed 4
- Adjusting 14
Trial Balance · Live · Mar 2026 · ACME Holdings
Total $67.42M · USD
| Account | Debit | Credit | Balance |
|---|---|---|---|
| 1010 Cash & Equivalents | $12,450,000 | — | $12,450,000 |
| 1100 Accounts Receivable | $8,920,000 | — | $8,920,000 |
| 1200 Inventory (Raw + WIP + FG) | $24,300,000 | — | $24,300,000 |
| 1500 Fixed Assets, net | $18,600,000 | — | $18,600,000 |
| 2010 Accounts Payable | — | $6,750,000 | −$6,750,000 |
| 2200 Tax Payable | — | $1,420,000 | −$1,420,000 |
| 3010 Retained Earnings | — | $28,000,000 | −$28,000,000 |
| 4010 Product Revenue | — | $14,200,000 | −$14,200,000 |
| 5010 Cost of Goods Sold | $7,800,000 | — | $7,800,000 |
| TOTAL · all accounts | $67,420,000 | $67,420,000 | $0 |
Days into close
3
of 7 expected
% Complete
33%
4 of 12 steps
Blockers
3
all on intercompany
Forecast close
7 Apr
in line with last 4Q
Close run-rate · last 4 quarters
Median 6.8 days
Next actions
- Bank rec · ACME-DE M. Reed
- Accruals review Controller
- Depreciation run 1 Apr 06:00
- Intercompany rec blocked
Period Close · Mar 2026 · Status: SoftClose
4 of 12 complete · ETA 7 Apr
-
CompleteAP Cutoff
-
CompleteAR Cutoff
-
CompleteInventory Cutoff
-
CompletePayroll Cutoff
-
In ProgressBank Reconciliation
-
In ProgressAccruals & Prepaids
-
PendingDepreciation Run
-
PendingAllocation Run
-
PendingTax Accrual
-
BlockedIntercompany Reconciliation
-
BlockedFX Revaluation
-
BlockedController Sign-off
Entries · MTD
12,847
8% vs Feb
Posted
12,791
99.6% auto
In Draft
42
12 await approval
Audit Flags
3
all reviewed
Recent Journal Entries · auto-posted from skills
Live · streaming
| JE # | Source | Memo | Dr / Cr | Amount |
|---|---|---|---|---|
| JE-29841 | Sales · INV-44219 | Revenue recognition · Acme Corp | Cr 4010 | $84,200 |
| JE-29840 | AP · BILL-7782 | Inventory receipt · DC-North | Dr 1200 | $22,650 |
| JE-29839 | Payroll · run-Mar | Mar payroll accrual · 142 emp | Dr 5500 | $418,300 |
| JE-29838 | Bank · sync 06:00 | Wire receipt · Stripe payout | Dr 1010 | $162,440 |
| JE-29837 | Inventory · cycle | Stock adjustment · WH-EU shrink | Dr 5040 | $3,220 |
| JE-29836 | Tax · Avalara | Sales tax accrual · Q1 | Cr 2200 | $54,180 |
| JE-29835 | FX · daily | Revaluation · EUR cash · ACME-EU | Dr 1011 | $8,940 |
Sales Orders · Pipeline · Q1 2026
98 open · $4.82M
Quote
24
SO-1842
Northwind Logistics
$48,400
SO-1841
Stark Industries
$112,200
SO-1840
Wayne Enterprises
$86,000
Confirmed
31
SO-1832
Acme Robotics
$54,900
SO-1828
Initech Software
$72,500
SO-1825
Hooli Cloud
$41,300
Picked
19
SO-1814
Pied Piper
$28,800
SO-1812
Massive Dynamic
$95,600
SO-1809
Globex Corp
$62,100
Invoiced
24
SO-1798
Soylent Inc
$38,200
SO-1796
Cyberdyne Systems
$104,700
SO-1792
Tyrell Corporation
$71,950
Top Suppliers · YTD Spend
$8.42M total
PO Status
- Received 62
- In Transit 28
- Awaiting 14
- Overdue 3
Open Purchase Orders
45 open · $1.24M committed
| PO # | Supplier | Items | Value | Status |
|---|---|---|---|---|
| PO-7841 | Globex Components | Bearings × 2400 | $48,200 | Approved |
| PO-7839 | Stark Industries | Steel sheet · 18ga × 50 | $112,400 | Shipped |
| PO-7836 | Initech Materials | Resin · Type-C × 800kg | $28,950 | Pending |
| PO-7833 | Acme Wholesale | Packaging · misc | $8,420 | Approved |
| PO-7829 | Wayne Logistics | Freight · LTL × 6 lanes | $14,600 | On Hold |
Active SKUs
4,218
+38 this month
Locations
12
9 active · 3 in setup
Inventory Value
$24.3M
4% vs Feb
Low-Stock Alerts
27
12 critical · 15 watch
Stock Utilization · by Warehouse
9 of 12 active
Critical Low-Stock
- SKU-44291 · Bearing 6203 4 left
- SKU-19834 · Resin Type-C 22kg
- SKU-72119 · Hex bolt M8 180
- SKU-50284 · Carton 24×18 340
OEE
82.4%
1.2 pts vs Feb
Throughput · MTD
12,840
units · 91% of plan
Scrap Rate
1.8%
0.3 pts vs Feb
Schedule Attainment
94%
9 of 14 on track
Work-center utilization · last 7 days
5 of 6 active
Open exceptions
- WO-2846 · QC reject SEV-1
- WO-2843 · behind 2.5d
- Mat shortage · resin 1 line
- Maint window 1 Apr
Work Orders · Mar 2026 · Plant 01
14 open · 9 on track · 3 late
Mar 1Mar 4Mar 7Mar 10Mar 13
Mar 16Mar 19Mar 22Mar 25Mar 28
WO-2841 · Assembly A
Line 3 · 2400 units
WO-2842 · Assembly B
Line 4 · 1800 units
WO-2843 · Sub-Assembly
Line 1 · 5200 sub
WO-2844 · Coating
Cell C · 1200 units
WO-2845 · Pack-Out
Pack 2 · final · 2400
WO-2846 · Rework
QC failed batch
WO-2847 · Maintenance
Line 3 · scheduled
DSO
42 d
3d vs Feb
DPO
38 d
1d vs Feb
Cash gap
4 d
narrowing
Disputes
15
$842K open
Accounts Payable · Aging
$6.75M owed
CURRENT
$4.32M
1–30 d
$1.48M
31–60 d
$675K
60+ d
$275K
DPO · 38 days3 disputes open
Accounts Receivable · Aging
$8.92M due
CURRENT
$5.18M
1–30 d
$2.32M
31–60 d
$1.07M
60+ d
$352K
DSO · 42 days12 collections active
Top collections actions · this week
12 active · 5 escalated
| Customer | Last action | Outstanding | Aging | Owner |
|---|---|---|---|---|
| Hooli Cloud | Dunning #2 sent · 27 Mar | $248,400 | 44 d | M. Reed |
| Initech Software | Promise-to-pay · 02 Apr | $182,300 | 38 d | T. Kowalski |
| Soylent Inc | Escalated to Legal · 28 Mar | $94,720 | 62 d | M. Reed |
| Cyberdyne Systems | Partial pay $54K · 26 Mar | $71,840 | 29 d | T. Kowalski |
| Stark Industries | Auto reminder · 24 Mar | $48,200 | 18 d | Auto |
Entities · closed
5 / 7
2 in FX reval
Eliminations
$24.8M
auto-posted
Minority interest
$1.2M
ACME-DE 18%
Consolidated NI
$3.42M
12% vs Q4
FX rates · 31 Mar 2026 · daily lock
Source: ECB · auto-pulled 06:00 UTC
Close progress
- ACME-US · Mfg closed
- Plant 01 / 02 closed
- ACME-DE FX reval
- ACME-NL FX reval
- ACME-APAC FX reval
ACME Holdings · Q1 Consolidation
7 entities · 3 currencies · 1 elim set
ACME Holdings, Inc. · USD
$14.20M
Consolidated
ACME-US · Manufacturing
$8.42M
Closed
Plant 01 · Chicago
$5.18M
Closed
Plant 02 · Atlanta
$3.24M
Closed
ACME-EU · GmbH (EUR
USD)
$3.94M
FX Reval
ACME-DE · Berlin
$2.18M
FX Reval
ACME-NL · Rotterdam
$1.76M
FX Reval
ACME-APAC · Pte (SGD
USD)
$1.84M
FX Reval
Intercompany Eliminations
−$0.00M
Posted
Reports · pinned + recent
12 boards · all auto-refresh
Income Statement
financeLive
Balance Sheet
financeLive
Cash Flow
financeDaily
Sales by Region
salesHourly
Pipeline Forecast
salesHourly
Production OEE
ops5 min
Inventory Turns
opsDaily
Sales Tax Liability
taxDaily
Headcount & Cost
hrDaily
CFO Dashboard
execLive
Board Pack · Q1
execOn close
Collections Pipeline
financeHourly
Users
42
+3 this month
Roles
9
5 standard · 4 custom
Integrations
8
all healthy
Audit retention
7 yr
WORM · S3 lock
Integrations · 8 active
All green
Stripe
connectedLive
Avalara
connectedDaily
NetSuite (legacy)
connectedHourly
Okta SSO
connectedLive
Workday
connectedDaily
Salesforce
connectedLive
AWS S3
connectedLive
Plaid
connectedLive
Users & Access
42 users · 9 roles
System
all green
- Skill runtime v3.4.1 · healthy
- Database (Postgres 16) p99 12ms
- Object store (S3) healthy
- Workers · 12 of 12 3% load
- Last backup 06:00 UTC · 2.4 GB
- Audit log retention 7 years
- SSO · Okta connected
- Integrations · 8 active Stripe · Avalara · NetSuite · …
- Multi-entity · 8 entities
- Multi-currency · daily FX
- Three-way match
- Single-ledger audit
AI Skills
21/24
AI-callable skills
8 agents stand on these · GL · AP · AR …
Schema
38/40
Tables
Normalized 3NF · audit-tracked
Graph
82 FK
Relationships
Across 38 tables · avg 2.2 / table
Access
9/12
Standard roles
RBAC · row-level · field-level
Views
15/20
Operational views
Live SQL · row-level scoped
Reports
10/12
Reports & analytics
TB · P&L · BS · Cashflow · Aging …
01Built for
From the CFO to the warehouse floor.
A broad cross-functional cast. Every transaction has a real user, every persona closes the books on the same data.
Executive
CEO + Exec
Consolidated P&L and operational KPIs. Period-over-period EBITDA, cash position, close progress.
Finance
CFO / Controller
Owns the trial balance, the close, treasury. Approves pay-runs, credit memos, manual JEs above threshold.
Finance
FP&A
Loads budgets and forecasts; runs Budget vs. Actual variance per entity × cost center × account × period.
Finance
AP / AR Clerks
Process bills, three-way match, dunning, cash application, credit-hold. Daily transactional flow.
Tax
Tax Specialist
Tax codes, jurisdictions, calculation across every entity. Filing workflow and tax-payable accrual.
Operations
COO + Plant Mgr
Production schedule, OEE, work-order attainment, scrap and labour variance per work center.
Supply Chain
VP Supply Chain
Demand planning, procurement, multi-warehouse inventory, logistics, vendor performance.
Sales
Sales Manager
Order pipeline, quoting, contract auto-draw, credit check, discount approvals.
HR
CHRO + HR Ops
Payroll, leave, attendance across every legal entity. Statutory deductions, employer tax, pay-run approval.
02The Loop
Every transaction posts through one ledger.
Sales order work order consumes raw PO goods receipt bill pay JE, all on the same trial balance.
01
Master data setup
Admin provisions Entities, Currencies, daily FX, the shared ChartOfAccounts with control-account flags. MDM governs Contacts, Employees, Departments, CostCenters, Warehouses, Products, BOMs, Routings, WorkCenters, TaxCodes, PriceBooks. Effective-dated changes keep historical reports stable.
No GL impact
MDM
State change
Effective-dated · Approval-routed
Setup affects how every later JE classifies.
02
Period open
CFO opens AccountingPeriods per entity; the close checklist auto-generates from the standard template (subledger cutoffs, bank recs, accruals, depreciation, allocations, tax accrual, payroll, intercompany, consolidation, sign-off). Recurring JEs reverse on day-1.
Period control
PERIOD
State change
Open
SoftClose
HardClose
Recurring reversals fire on day-1 of the new period.
03
Sales order intake
Orders land via direct sales, EDI/customer portals, or contract auto-draw. Priced against the resolved PriceBook, tax computed per line via TaxCode. Credit check against CreditLimit and AR aging; above threshold routes for Sales Manager + CFO approval.
No GL yet
ORDER
State change
Order created · Credit-checked · Priced
Orders are commitments, not transactions. GL hits on shipment.
04
Plan or pick
Stock orders allocate from existing Inventory and move to Allocated. Make-to-order (or stock-short) triggers MRP: BOMs explode against on-hand, open POs, open WorkOrders to compute net requirements; Planner releases WorkOrders and the BOM/Routing explodes into operations.
Allocation only
PLAN
State change
Inventory · Allocated
Reserved
Stock allocation is a status change, not a posting.
05
Production + shipment
Operators run WorkOrderOperations; material issue auto-posts a JE (WIP Dr / Raw Cr); QC gates flagged operations. Completion posts (FG Dr / WIP Cr) and variances. Warehouse picks FG against the SalesOrder, Shipment is packed and released; the COGS JE posts (COGS Dr / FG Cr).
JE on shipment
AUTO-POST
Debit
COGS82,400
Credit
Finished Goods82,400
Plus interim WIP postings as material is consumed.
06
AR invoice + cash
Shipment fires the AR Invoice (AR Dr / Revenue Cr / Tax Payable Cr). Dunning escalates on overdue; severe aging triggers credit-hold. Customer remittance lands via bank-API feed; auto-matcher applies to open Invoices and posts (Cash Dr / AR Cr).
JE on invoice
AUTO-POST
Debit
Accounts Rec.108,650
Credit
Revenue100,000
Tax Payable8,650
On cash receipt: Cash Dr / AR Cr.
07
Procure + receive
Buyer converts MRP requisitions (and manual requests) into POs against the preferred vendor, routed for approval, sent via EDI/email/portal. Warehouse records GoodsReceipt; QC dispositions Accept (Inventory Dr / GR-IR Cr), Reject (Quarantine), Rework, or ReturnToVendor.
JE on receipt
AUTO-POST
Debit
Inventory45,200
Credit
GR-IR45,200
GR-IR clears to AP when the bill matches.
08
Bill + pay
Vendor bill arrives via OCR, portal, or manual entry; three-way match Bill PO GoodsReceipt within tolerance; mismatches Disputed. Approved Bills post (Expense Dr / GR-IR Dr / Input Tax Dr / AP Cr). Pay-run released by CFO fires the bank-file integration; (AP Dr / Cash Cr) posts per payment.
JE on bill approval
AUTO-POST
Debit
GR-IR45,200
Input Tax3,616
Credit
Accounts Pay.48,816
On pay-run: AP Dr / Cash Cr.
09
Payroll + assets
PayrollRun per Entity per Period assembles base salaries, hours, statutory deductions, employer tax, benefits, leave-without-pay. CFO approves; (Salary Expense Dr / Tax Payable Cr / Benefit Payable Cr / Net Pay Cr) posts. Capitalised bill lines update the FixedAsset register; monthly DepreciationRun posts (Depreciation Expense Dr / Accumulated Depreciation Cr).
JE on payroll run
AUTO-POST
Debit
Salary Exp.324,000
Credit
Net Pay Pay.248,400
Tax Payable75,600
Monthly DepreciationRun posts a separate JE.
10
Close + consolidate
Close checklist progresses in dependency order; period moves Open SoftClose HardClose with Controller sign-off. Once entities HardClose, ConsolidationRun translates each subsidiary's trial balance into reporting currency, eliminates intercompany, books minority interest. The consolidated trial balance drives the consolidated Balance Sheet, P&L, and Cash Flow.
Close + consolidate
CONSOL
Debit
FX Translation—
IC Eliminations—
Credit
Minority Interest—
Consolidated TBbalanced
Drives the consolidated BS · P&L · Cash Flow.
03AI · what runs without you
AI agents that actually close your books.
Eight roles a CFO would otherwise hire for, running inside the ERP, on the same ledger your humans use. Each agent reads from the live tables, posts through the same rules, and leaves an audit trail with its name on every transaction.
Agent
Period-Close Agent
Runs your month-end checklist daily, not just on close week. Flags blockers, re-sequences dependent tasks, drafts the Controller sign-off memo, files the audit packet.
Touches · Period close · Recurring JEs · Audit trail
5 days / close
Read more
Agent
AP Intake Agent
Reads vendor PDFs, emails, and EDI feeds. Extracts header and lines, runs three-way match Bill
PO
Receipt, queues only the exceptions for human approval.
Touches · Accounts payable · OCR · Three-way match
92% touch-free
Read more
Agent
Collections Agent
Reads the AR aging every morning, drafts dunning sequences in your tone, predicts pay dates from history, escalates the slipping accounts to the Credit Manager with a one-line summary.
Touches · Accounts receivable · Aging · Dunning
11 days off DSO
Read more
Agent
Reconciliation Agent
Daily bank-to-GL match across every entity. Books FX gains and bank fees, splits combined deposits, opens an Exception only when it can't explain a movement.
Touches · Bank feeds · FX · GL
100% daily coverage
Read more
Agent
Variance Analyst
Watches budget vs actual at the cost-center × account × period level. Surfaces "why" with drill-through citations to the source JEs, not just "-18%", but which three transactions caused it.
Touches · Budgeting · Drill-through · Citations
Slack-ready summary
Read more
Agent
Procurement Agent
Turns MRP requisitions into POs, picks vendors against your scoring rules (price, lead time, fill rate, quality), drafts the PR-to-PO memo, routes for buyer approval.
Touches · MRP · Vendor scoring · PO routing
3.2 hrs / buyer / day
Read more
Agent
Consolidation Agent
Each close, runs FX translation per entity, eliminates intercompany at the trade level (not just balances), books minority interest, writes the consolidated working paper for the auditor.
Touches · Multi-entity · FX · Eliminations
2.5 days at close
Read more
Agent
Approvals Agent
Reads your approval policy in plain English. Routes JEs, POs, expense reports, vendor onboarding, and credit-limit changes to the right approver based on amount × entity × cost center.
Touches · Workflow · RBAC · Policy
Audit-clean trail
Read more
Under the hood:
Each agent is composed from the 21 skills below.
·
Same posting rules as your humans.
·
Every action signed and logged.
·
Off-switch per agent.
You just saw 8 agents close your books.
Sign up free and run them on your own data. Live in 60 seconds.
04Modules · what the agents call
Twenty-one skills the agents stand on.
A "skill" is a single ERP capability the AI agents above (and your humans) can invoke: post a JE, run an MRP, route an approval. Four domains, twenty-one skills, one app.
Finance & Accounting
8 featuresInvoicing & AR
Customer invoicing, cash application, dunning, credit-hold, all on the same ledger.
Read more
General Ledger
Chart of accounts, journal entries, trial balance, period control, the spine of the close.
Read more
Accounts Payable
Vendor bill intake, three-way match, approval routing, pay-run release.
Read more
Period Close
Checklist-driven close with task dependencies and Controller sign-off.
Read more
Consolidation
FX translation, intercompany elimination, minority interest.
Read more
Budgeting & FP&A
Annual budgets, rolling forecasts, variance per entity × cost center × account × period.
Read more
Fixed Assets
Acquisition from AP bills, depreciation, impairment, transfer, disposal.
Read more
Tax Compliance
Tax codes, jurisdictions, sales/use/VAT/GST calculation, and filing workflow.
Read more
Supply Chain
8 featuresProduction / MRP
Production planning, BOMs, work orders, shop floor, MRP, every material movement auto-posts a JE.
Read more
Procurement
Requisition intake, vendor selection, PO issuance, approval routing.
Read more
Inventory
On-hand, allocated, available stock per product × warehouse × lot with full traceability.
Read more
Warehouse
Receiving, put-away, pick, pack, ship, every movement auto-posts a JE.
Read more
Demand Planning
Statistical and override forecasts; the planning time fence governs what's in vs out of plan.
Read more
Logistics
Carrier APIs for labels and tracking; outbound shipment lifecycle.
Read more
Quality
QC profile per product; in-process and incoming inspections; fail blocks downstream.
Read more
Vendor Management
Vendor master, preferred-vendor flag, performance scoring, ApprovalLimit per buyer.
Read more
Human Resources
2 featuresSales & CRM
0 featuresIT plumbing
5 featuresSecurity & Roles
9 standard roles; segregation-of-duties rules; row-level scoping by entity / cost center.
Read more
Reports & Dashboards
10 standard reports + 15 operational views; drill from summary to source transaction.
Read more
Workflow Automation
Approval routing, recurring JEs, scheduled depreciation/allocation/payroll runs.
Read more
Integrations
EDI, IoT, e-commerce, banking, tax engines, e-sign, identity providers.
Read more
Master Data Management
Effective-dated MDM with approval workflow so historical reports stay stable.
Read more
05Built for scale
Designed for the largest tier. Multi-everything by default.
Multi-entity, multi-currency, multi-warehouse, multi-jurisdiction, all on the same install.
Multi-entity
Holding company plus operating subsidiaries and branches with ownership percentages. Each entity owns its own period, its own ledger, its own audit trail.
Multi-currency
Multiple functional and reporting currencies with daily FX feeds (ECB / OANDA). Closing-rate Balance Sheet, average-rate P&L, automatic CTA.
Multi-warehouse
Several manufacturing plants with shared and local work centers; multi-warehouse inventory with lot and serial traceability.
Multi-jurisdiction
Several tax jurisdictions with their own filing calendars; price books per territory; statutory deductions per country in payroll.
06What you get
Operational views and the full report suite.
15 views · 10 reports · drill-to-source on every cell.
| Account | Debit (USD) | Credit (USD) | Balance (USD) |
|---|---|---|---|
| 1000 Assets | 45,670,000 | ||
| 1010 Cash & Equivalents | 12,450,000 | — | 12,450,000 |
| 1100 Accounts Receivable | 8,920,000 | — | 8,920,000 |
| 1200 Inventory (Raw + WIP + FG) | 24,300,000 | — | 24,300,000 |
| 2000 Liabilities | −6,750,000 | ||
| 2010 Accounts Payable | — | 6,750,000 | −6,750,000 |
| 3000 Equity | −28,000,000 | ||
| 3010 Retained Earnings | — | 28,000,000 | −28,000,000 |
| 4000 Revenue | −14,200,000 | ||
| 4010 Product Revenue | — | 14,200,000 | −14,200,000 |
| 5000 COGS | 7,800,000 | ||
| 5010 Cost of Goods Sold | 7,800,000 | — | 7,800,000 |
| TOTAL | 67,420,000 | 67,420,000 | 0 |
8 entities · USD reporting currency · drill from any account
JE
source document
Live
View 01 of 15 · Trial Balance
AP Aging · Open
$6.7M
2%
vs. prior period · 31 days avg
Open PO Commitment
$4.2M
127 POs open · 14 above approval
FG Inventory · Days on Hand
42 days
6 days
· OPTIMAL band 35–55
Current EBITDA
$3.4M
12%
· 9.4% margin
Close Progress
76%
3 of 8 entities HardClosed
Roll-up across all entities · click any cell to drill into the underlying transactions
Auto-refresh · 5 min
Report 10 of 10 · Operational Dashboard (Exec one-pager)
- AP Cutoff Complete
- AR Cutoff Complete
- Inventory Cutoff Complete
- Payroll Cutoff Complete
- Bank Reconciliation In Progress
- Accruals & Prepaids In Progress
- Depreciation Run Scheduled
- Allocation Run Pending
- Tax Accrual Pending
- Intercompany Reconciliation Blocked
- FX Revaluation Blocked
- Controller Sign-off Blocked
4 of 12 tasks complete · 2 in progress · 6 pending or blocked
ETA HardClose: 7 Apr
View 02 of 15 · Period Close Checklist
07Compared
The legacy stack way vs ours.
No vendor names, just the shape of the trade-off. If your current stack reads like the left column, you already know the cost.
The old way
ERP•AI
The ledger
5–7 disconnected modules · weekly reconciliations · integration tax
One composed app · one ledger · one audit trail
AI
Bolt-on chatbot tacked on top · no real GL access
Agents in the data layer · post JEs · sign every action
Multi-entity
Enterprise-tier upsell · separate consolidation tool
Multi-entity, multi-currency, multi-jurisdiction included
Setup
6–18 months · partner-led implementation · $500K–$5M
60 seconds · self-serve · free to start
Reports
Custom-built by consultants · weeks to first BS / P&L
10 standard reports + 15 operational views · day-one drill-through
Audit
Trails reconstructed at quarter-end · manual mapping
Every transaction signed and traced, including agent actions
Lock-in
Proprietary data model · vendor-routed migrations
Open API · export the entire ledger any time
Pricing
Per user + per module + implementation + maintenance
Free to start · token-based from there · no per-module gates
What that 60 seconds actually buys you
Day 1 · Week 1 · Month 1 · Quarter 1
Day 1
60sto your first JE
- Free sign-up · no credit card
- Sample COA + entities pre-loaded
- Walk every screen · post a test JE
- Invite the first 3 teammates
Week 1
5dto your real ledger
- Import COA, vendors, customers (CSV / DB)
- Wire bank feeds · daily reconciliation on
- Live AP / AR / Inventory on real data
- First management report exports
Month 1
30dto your first close
- Period-Close Agent runs the full checklist
- Three-way match live · AP touch-free for clean bills
- Trial Balance, P&L, Balance Sheet generated
- Auditor walks any JE source document
Quarter 1
90dto consolidated close
- Multi-entity rolled in · FX feeds daily
- Intercompany elimination at the trade level
- Consolidation Agent writes the working paper
- SOC 2 evidence trail running for the auditor
08Trust
Plumbing your CIO will sign off on.
Integrations across every direction the data flows, security written into the schema, audit trail per transaction.
Integrations
8 categories · open API for the rest
Banking
Plaid · Stripe · ACH · SWIFT · SEPA · daily-feed reconciliation
Tax engines
Avalara · Vertex · TaxJar · jurisdictional tax codes per line
E-sign
DocuSign · Adobe Sign · contracts and approval routing
Identity / SSO
Okta · Auth0 · Azure AD · Google · SAML · OIDC · SCIM
EDI
X12 · EDIFACT · AS2 · partner-routed PO and invoice exchange
E-commerce
Shopify · WooCommerce · BigCommerce · order intake
Comms
SMTP · SendGrid · Slack · Teams · webhooks · audit notifications
Storage
S3 · GCS · Azure Blob · attachments and document archive
Security & compliance
Architecture · not a checkbox pageSOC 2 Type II
Production ERP•AI control set applied across change-management, access, and incident-response evidence for the main apps.
Encryption
AES-256 at rest. TLS 1.3 in transit. Per-tenant KMS keys with rotation. PII columns separately encrypted with redaction in non-prod environments.
Access control
9 standard roles · row-level scoping per entity / cost center / warehouse · field-level on PII. Segregation-of-duties rules block conflicting role pairs.
Audit trail
Every transaction (human or agent) signed with actor, timestamp, IP, and before/after. Append-only · cryptographically chained · exportable for the auditor.
Data residency
EU, US, APAC regions available. Single-tenant deployment optional for regulated industries. No cross-region replication without explicit opt-in.
GDPR / CCPA
DSAR endpoints (export, rectify, erase) per Contact and Employee. Data-processing agreement available. Subprocessor list public and notified on change.
Recovery
Point-in-time restore to any second within 30 days. Cross-region warm standby for the Enterprise tier. RPO 60s · RTO 15min · published quarterly.
Penetration testing
Annual external pentest by a third-party firm. Quarterly internal red-team. Bug bounty open to researchers; report
triaged within 24h.
Architecture you've already vetted in your head.
Sign up free. Your data, your tenant, your audit trail, from the first JE.
09FAQ
Common questions.
Architecture, deployment, migration, the rollout, answered before you ask.
How does Enterprise ERP differ from a point-solution ERP?
A point solution covers just accounting, just CRM, or just manufacturing. Enterprise ERP composes all of them on a shared chart of accounts, entity hierarchy, and audit trail, so a sales order drops a work order, consumes raw, drives a PO, creates a goods-receipt, matches a bill, schedules a pay run, and posts a JE all on the same trial balance.
What organisation size is this designed for?
Org size tier 03: 1,000+ employees across multiple legal entities (typically a holding company plus operating subsidiaries and branches). Smaller all-in-one and point-solution variants are separate apps in the catalog.
Does it consolidate across legal entities?
Yes, multi-entity consolidation with FX translation, intercompany elimination, minority interest, and consolidation adjustments. Translation is closing-rate for Balance Sheet, average for P&L; cumulative translation adjustments post automatically.
How does role-based access work?
Nine standard roles (Admin, CFO/Controller, Finance Clerk, Sales Manager, Plant Manager, Buyer, Warehouse Operator, HR/Payroll, Viewer) scope each user to the records, amounts, and PII they're cleared for. Every role can be customised; segregation-of-duties rules block conflicting permissions.
What integrations are built in?
Inbound: EDI (customer POs, ASNs, vendor invoices), shop-floor scanners, IoT sensors, e-commerce, card and expense systems, identity providers for SSO. Outbound: tax engines (Avalara/Vertex), banking ACH/wire, carrier APIs, e-sign, payroll tax-filing services, daily FX rate feeds.
How does period close work?
Opening a period auto-generates the close checklist (subledger cutoffs, bank recs, accruals, depreciation, allocations, tax accrual, payroll, intercompany, consolidation, sign-off). Period state moves Open SoftClose HardClose with Controller sign-off; HardClose locks postings.
Is the data and audit trail single-ledger?
Yes. Every subledger, AP, AR, Inventory, WIP, Fixed Assets, Payroll, Tax, auto-posts to the same general ledger via JEs. Auditors can walk any transaction from source document (PO, bill, invoice, shipment) to its journal entry to its trial-balance line.
How do we migrate from our current ERP?
Three layers move on three timelines. Master data (Chart of Accounts, Vendors, Customers, Products, BOMs, Routings, Employees) imports day one via CSV or direct DB connection. We ship templates for SAP, NetSuite, Sage, QuickBooks Enterprise, and Odoo. Open transactions (open POs, open AR, open AP, open WOs, on-hand inventory) cut over at month-end with a parallel-run window. Historical periods stay queryable on the legacy system or import as locked HardClose periods so consolidated reporting stays continuous. Typical full cutover: 4–8 weeks for a single entity, 2–4 months for multi-entity.
What does pricing look like?
Free to sign up and use the full app on your own data. Token-based from there with no per-module gates: every skill, every report, every integration is in every plan. Multi-entity, multi-currency, multi-warehouse are included; you don't pay extra to consolidate. See the pricing page for current per-seat tiers and the Enterprise add-ons (single-tenant deployment, dedicated region, SLA tier).
What's the security & compliance posture?
AES-256 at rest, TLS 1.3 in transit, per-tenant KMS keys with rotation. Production ERP•AI controls for SOC 2 Type II, GDPR, and CCPA are applied on the main apps where in scope. Single-tenant deployment is available for regulated industries. External pentest, internal red-team, bug-bounty, and subprocessor-change workflows are part of the applied production control set.
10Related apps
Need a single domain instead?
Point-solution variants live in the same catalog.
Enterprise ERP · Org 1k+
Spin up your
all-in-one in 60 seconds.
21 composed skills. 38 tables. One ledger. Multi-entity by default. Free to start. Sign up, walk through every screen, and bring your team in when you're ready.
No credit card · Multi-entity · Multi-currency · Multi-warehouse · 9 standard roles · 10 reports
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