Business beyond
silos
One system for your customers, money, stock, people and projects, with an AI assistant that works the same controls your staff do.
Invoice everything we delivered in March. Use each customer’s agreed payment terms, post whatever posts cleanly, raise Halden’s credit limit if that is what is blocking it, and don’t send anything yet.
Found 34 delivered orders in March with nothing invoiced against them.
list_records34 delivered orders · none invoiced
list_payment_terms11 customers · 14, 30 and 60 day terms
create_invoice34 drafts · £248,310 net
post_invoice32 posted · 2 held
get_trial_balancedebits = credits
update_recordrefused · credit limit needs finance.credit
create_notificationPriya Raman · 2 invoices to review
Thirty-two are posted and the ledger balances. Two are still held. Halden Ltd is £12,400 over its credit limit and raising it is not yours to do, so I have asked Priya Raman instead. Voss & Co has a disputed line from February that needs a person. Nothing has been sent.
The assistant runs as you. Every call above is on the record history, and where your role stops it stops — it names the permission it wanted rather than quietly doing less.
1/5Define an object once.
2/5The board is not a separate screen somebody built.
3/5Neither is the calendar.
4/5Nor the timeline.
5/5Same records, five ways of looking at them. None of them configured.
1/5Every object is a list of fields you can edit. No migration, no deploy.
2/5One field: Renewal date, type Date. That is the whole change.
3/5It is already a column. Sortable and filterable, like every other one.
4/5And already on the cards.
5/5And already on the record. Nobody built these three screens.
1/7Filter, Sort and Group are the same three controls on every object in the system.
2/7One condition, and it compares two fields rather than a field to a number you typed.
3/7Three items are under their reorder point.
4/7Sort by what is left, emptiest first.
5/7The bin that ran out is now at the top.
6/7Group by location, because somebody has to walk to a shelf.
7/7Filtered, sorted, grouped, and saved as a view it is there for everyone tomorrow. No screen was built for any of this.
1/3A dashboard is a set of queries over the objects you already have. There is no reporting database to keep in step.
2/3Press the number and you get the records behind it. A figure you can’t open is a figure nobody trusts.
3/3Down to the record itself. The tile, the list and this form all read one set of field definitions.
1/3A leave request is an object like any other, with the same list, filters and permissions.
2/3Approving is a field change on a record, so it lands in the history with your name against it.
3/3And the team calendar already knows. Same records, another view of them.
Invoice everything we delivered in March. Use each customer’s agreed payment terms, post whatever posts cleanly, raise Halden’s credit limit if that is what is blocking it, and don’t send anything yet.
Found 34 delivered orders in March with nothing invoiced against them.
list_records34 delivered orders · none invoiced
list_payment_terms11 customers · 14, 30 and 60 day terms
create_invoice34 drafts · £248,310 net
post_invoice32 posted · 2 held
get_trial_balancedebits = credits
update_recordrefused · credit limit needs finance.credit
create_notificationPriya Raman · 2 invoices to review
Thirty-two are posted and the ledger balances. Two are still held. Halden Ltd is £12,400 over its credit limit and raising it is not yours to do, so I have asked Priya Raman instead. Voss & Co has a disputed line from February that needs a person. Nothing has been sent.
The assistant runs as you. Every call above is on the record history, and where your role stops it stops — it names the permission it wanted rather than quietly doing less.
1/5Define an object once.
2/5The board is not a separate screen somebody built.
3/5Neither is the calendar.
4/5Nor the timeline.
5/5Same records, five ways of looking at them. None of them configured.
1/5Every object is a list of fields you can edit. No migration, no deploy.
2/5One field: Renewal date, type Date. That is the whole change.
3/5It is already a column. Sortable and filterable, like every other one.
4/5And already on the cards.
5/5And already on the record. Nobody built these three screens.
1/7Filter, Sort and Group are the same three controls on every object in the system.
2/7One condition, and it compares two fields rather than a field to a number you typed.
3/7Three items are under their reorder point.
4/7Sort by what is left, emptiest first.
5/7The bin that ran out is now at the top.
6/7Group by location, because somebody has to walk to a shelf.
7/7Filtered, sorted, grouped, and saved as a view it is there for everyone tomorrow. No screen was built for any of this.
1/3A dashboard is a set of queries over the objects you already have. There is no reporting database to keep in step.
2/3Press the number and you get the records behind it. A figure you can’t open is a figure nobody trusts.
3/3Down to the record itself. The tile, the list and this form all read one set of field definitions.
1/3A leave request is an object like any other, with the same list, filters and permissions.
2/3Approving is a field change on a record, so it lands in the history with your name against it.
3/3And the team calendar already knows. Same records, another view of them.
Everyone has a chatbot now. Almost none of them can post an invoice.
Reading is the easy half
Bolted-on AI can usually see your data. What it cannot do is change it, so you stay the integration: reading the answer in one tab, retyping it into another, and carrying the blame if a digit moves on the way across.
Doing is the half that counts
In ERPoida the assistant reaches the same operations your staff do, on the same rows, behind the same permission checks. Ask it to invoice March and March gets invoiced. You are not handed instructions for invoicing March.
It doesn’t answer questions about your invoices. It raises them.
The assistant reaches your business through the same fifty-odd operations your staff use: raise an invoice, post it, receive a purchase order, compute a payroll run, approve time off. Not a wrapper that reads your data and writes you a summary.
Write the same instruction as an automation and it runs without you, on a schedule or whenever a record changes. Every run keeps the list of what it called.
Connect your own toolsPoint ERPoida at an MCP server you already run and its tools join the list the assistant can call, under the same permission checks as everything else.
Runs every Monday, 07:00
- 1.Find everything we delivered last week that hasn’t been invoiced yet.
- 2.Raise the invoices, using each customer’s own payment terms.
- 3.Post them. Hold back anything that won’t balance and tell me why.
Last run · Monday 07:00
list_records34 delivered orders, none invoiced
create_invoice34 drafts · £248,310 net
post_invoice32 posted · 2 held
get_trial_balancedebits = credits
Two invoices were held: Halden Ltd is over its credit limit, and Voss & Co has a disputed line from February. Both are waiting on a person.
The assistant can never do what you can’t.
It holds no permissions of its own. There is no service account sitting behind it with the keys to everything. Every operation runs as a person: you, when you ask in chat, or whoever built the automation when it runs overnight. The check happens before the operation, on every call.
Two records come out of that. The record’s own history says what changed and who changed it. A second log keeps every call the assistant made, including the ones that were refused and the reason why. Neither can be edited afterwards; the database rejects the attempt.
Assistant action log · 9 March
- 14:02:11Dana asked the assistant to change a payroll settingShe works in Finance. Payroll configuration is not hers to edit.
- 14:02:11The check ran before the change didNot after, and not as a warning she could click past.
- 14:02:11Refused. Nothing reached payroll.The attempt stays in the log with its reason attached, so a refusal is something you can go and read rather than something that quietly never happened.
Had payroll been Dana’s to edit, this would have gone through, and been written down in exactly the same detail.
Your books cannot go out of balance.
Your workflows should bend. Your accounts should not. Custom objects and fields live in a flexible store; money and stock live in real, constrained tables, where a posting that doesn’t balance is rejected by the database rather than by a warning message somebody can click past.
The assistant works behind that same line. It can raise the invoice; the entry still has to balance before Postgres will keep it.
↳ INV-2026-0841 (Halden Ltd)
↳ Software Licensing
↳ 20% Standard Rate
Three things you said this week, and what actually happened.
Monday, 09:12
“What’s slipping this quarter?”
- Read the live pipeline rather than last night’s export.
- Three deals past their close date, £86,400 between them.
- Two of the three have had no contact in eighteen days, and it names them.
Wednesday, 11:40
“Which products run out before month end?”
- Checked stock on hand against what is already committed to orders.
- Two lines go negative on the 24th at the current rate.
- Purchase orders drafted against the right supplier, waiting on your yes.
Friday, 16:30
“Start August payroll, but don’t post it.”
- Built the run and calculated it against your salary rules.
- Stopped at approval, because posting payroll is not its call to make.
- Left you the figures and the two people whose hours look wrong.
15 modules, one system
Everything your business runs on, in one system.
- CRM
- Sales
- Accounting
- Payments
- Inventory
- Purchasing
- Manufacturing
- People
- Payroll
- Projects
- Helpdesk
- Point of sale
- Marketing
- Real estate
- Contacts
Turn on what you need and the rest stays out of the way. Whatever is on, your staff and the assistant work it through the same operations, with the same permissions deciding who gets to do what.
Add a field. Every screen already knows about it.
The shape of your system is stored as data, not written in code. Add an object, add a field, change a workflow — from inside the app, on a Tuesday afternoon, without booking a developer.
Every view comes free
Define an object once. It arrives as a table, a board, a calendar, a timeline and a chart, without anyone building those five screens.
Share a live view, and take it back
Give a client or a supplier a filtered, read-only window onto their own records. Revoke it in one click when the job ends.
Who actually uses this?
The person who needs a new field is rarely the person who can write a migration. Here they are the same person.
Founders and operators
Sales, operations and money in one place, with an assistant that already knows all three. You stop being the thing that joins them up.
Finance leads
Month end stops being an investigation. Operations and finance write to the same records all month, so there is nothing left to reconcile between them.
Operations and sales
Ask what is slipping and read the live pipeline, not a report somebody exported on Monday. The deal, the delivery and the invoice that follows it are all the same system.
Frequently asked questions
What is ERPoida?
ERPoida is an AI-native ERP: one system for a business’s customers, money, stock, people and projects, with a built-in AI assistant that can act on records, not just answer questions about them.
How is the AI assistant different from a chatbot bolted onto an ERP?
It reaches the same operations your staff use — raise an invoice, post it, receive a purchase order, run payroll — under the same permission checks, instead of only reading your data and handing you a summary to act on yourself.
Can the assistant do things it shouldn’t be allowed to do?
No. The assistant holds no permissions of its own. Every call it makes runs as the person who asked, checked before the operation happens, and logged whether it succeeds or is refused.
Can accounting entries go out of balance?
No. Money and stock are stored in constrained database tables, so a posting that doesn’t balance is rejected outright, whether it comes from a person or the assistant.
Can I add custom fields or objects without a developer?
Yes. The shape of your system is stored as data, not code. Add an object or field from inside the app and it arrives everywhere at once — table, board, calendar, timeline and chart — with no migration to write.
Which modules does ERPoida include?
CRM, Sales, Accounting, Payments, Inventory, Purchasing, Manufacturing, People, Payroll, Projects, Helpdesk, Point of sale, Marketing, Real estate and Contacts, in one system.
Can ERPoida connect to tools I already use?
Yes. Point ERPoida at an MCP server you run and its tools join the set the assistant can call, under the same permission checks as every built-in operation.
Can I automate work instead of asking for it every time?
Yes. The same instruction you’d type to the assistant can run as an automation on a schedule or when a record changes, unattended, with every run keeping the list of what it called.
What does ERPoida cost?
There is a free plan for one person with every module switched on, and a paid plan that lifts the limits and adds roles, recurring billing and installment plans. See the pricing page for what is in each.
Run your business on erpoida.
Tell us what you run today and we will show you the same thing running here. Your invoices, your stock, your approvals, not a sample company.
A working session, not a slideshow. Bring a month you have already closed and we will run it through in front of you.
Thank you — that reached us.
We reply within a working day, to the address you gave.