ERP for small + mid-sized companies

ERP-level control, without the year-long rollout.

One ledger for selling, buying, inventory, documents and approvals. Every transaction lands in the same books — no sync step, no rollout dragged across four quarters.

  • 9 consistency checks at close
  • Multi-company GL with consolidation
  • Inventory movement posts to GL
  • Audit trail on every posting
Bright Web Studio · CAD
Controller Review

Close readiness — April 2026

9 consistency checks · last run 2 minutes ago

PeriodThis month
Passed · ran 2 minutes ago by Simon Yang
All 9 checks passed. Ready to sign off the period.
Trial balance
Balanced
Dr = Cr · Δ $0.00
Subledger tie-outs
All 4 tied
AR · AP · Inventory · GRNI
Posting governance
No issues
No orphan GL · no allocation drift
Close readiness
Ready to close
0 open findings
Checks · 9 passed
Show details →
Trial balance balanced
Dr 1,847,325.00 · Cr 1,847,325.00 · Δ 0.00
AR subledger ties to GL
Subledger 412,500.00 · GL 412,500.00 · Accounts Receivable
AP subledger ties to GL
Subledger 183,940.00 · GL 183,940.00 · Accounts Payable
Inventory subledger ties to GL
Subledger 612,109.40 · GL 612,109.40 · Inventory
GRNI subledger ties to GL
Subledger 34,220.00 · GL 34,220.00 · Goods Received Not Invoiced
60 seconds before close

Nine consistency checks, in the order a controller runs them.

Scroll to watch a month-end close move from open books to signed-off in four deliberate steps. Every state change lands on the general ledger — nothing is decoration.

  1. 1
    Kick off the review
    Controller triggers the run for the current period. Nine checks queue up.
  2. 2
    Trial balance balances
    Every active GL posting in the period sums debits = credits to the cent.
  3. 3
    Subledgers tie to GL
    AR, AP, Inventory and GRNI each match their control accounts. No silent drift.
  4. 4
    Sign off the period
    A FiscalPeriodSignoff row is written. GL posting on or before period end is frozen.
Controller Review

Close readiness

PassedAll 9 checks passed. Ready to sign off.
Trial balance
Pending
Balanced · Δ $0.00
Subledger tie-outs
Pending
All 4 tied
Posting governance
Pending
No issues
Close readiness
Pending
Ready to close
Requires all checks passing
Close period
Close period
Why this exists

Spreadsheets and disconnected tools stop scaling before your company does.

You can feel it. The first few years, a shared Google Sheet and a bookkeeper is enough. Somewhere between 20 and 100 people, it isn't.

01

Spreadsheets can't be trusted past a certain size

Three versions of the same invoice tracker. Formulas that broke when someone sorted a column. Month-end that takes a week. You're outgrowing Excel — but not the need for control.

02

Your tools don't talk to each other

Sales lives in a CRM, invoices in accounting, stock in a warehouse sheet. Nobody has a single answer to "what do we owe, what do we own, what have we sold".

03

Enterprise ERP is built for enterprises

Twelve-month implementations, six-figure consulting fees, a training plan your team doesn't have time for. The full Oracle / SAP stack is not the answer for a 30-person company.

04

Manual invoice entry eats the finance team

Days a month spent typing supplier PDFs into line items. Typos that hit the wrong GL account. No audit trail of who changed what when.

05

Approvals live in email threads

Purchase orders approved by forwarded reply. Expense claims stuck in someone's inbox for two weeks. No policy enforcement, no paper trail.

06

Auditors want evidence you don't have

Role-based access, segregation of duties, immutable audit logs, posted vs. draft distinctions. Real controls — not a shared password and a trust fall.

One data model, one ledger

Every capability lands in the same ledger.

Sales, buying, inventory, documents, approvals and projects share one chart of accounts. There is no sync step — posting a payment in one view updates every other view instantly.

Area
Records
Controls
Accounting impact
Selling
Quote · Sales order · Invoice · Credit note
Pricing rules · Credit limits · Delivery state
AR · Revenue · Sales tax
Buying
Purchase order · Receipt · Bill · Debit note
3-way match · Approval thresholds
AP · GRNI · Expense accounts
Inventory
Stock Ledger · Bins · Transfers · Reconciliation
Valuation repost · Backdated-post guard
Inventory · COGS
Documents
Uploads · AI scans · Linked attachments
Extraction confidence · Voucher linkage
Auto-drafted PI / expense
Approvals
Approval rules · Pending approvals
Submit guard · Owner / admin gates
Blocks GL until approved
Projects
Projects · Tasks · Timesheets
Fixed-price vs T&M · Billable toggle
WIP · Revenue on invoice
CRM
Lead · Opportunity · Contract
Stage gates · Convert-to-customer
Quotation → SI → AR
Manufacturing
BOM · Work Order · Stock moves
Complete/cancel posting reversal
Inventory · COGS · WIP

Controller Review runs 9 consistency checks across these areas before you sign off the period.

See every module in depth
How it works

One business process, end to end.

A single sales order flows through six systems without anyone retyping it. This is the picture we start with — and the one we hold the rest of the product against.

Active step
01 · Quotation
Scroll to advance
STEP 01
Quotation
Sales builds a quote from the CRM. Pricing rules applied.
STEP 02
Sales order
Customer accepts. Stock reserved across warehouses.
STEP 03
Delivery
Warehouse ships. COGS posts. Stock deducts.
STEP 04
Invoice
Invoice issues automatically from the order.
STEP 05
Payment
Customer pays. Bank feed matches the invoice.
STEP 06
Ledger
Revenue, AR, and cash all post to the same GL.
QUO-2026-0118
Northwind Traders · Prepared by Sarah Lin
$24,820.00
DRAFT
Built for small companies

Serious controls. Small-company setup.

The implementation burden is why most small companies never upgrade from spreadsheets. We built JuloAI so a 30-person company can run it without a dedicated ERP team.

0 days

To live data

Not twelve months. A disciplined onboarding plan gets your books on our ledger in under a fortnight.

0×

Implementation fee

A single, flat setup engagement. No SI firm, no per-module charge, no five-year licensing trap.

0%

Less admin

Invoice scanning, automated matching, and rule-based approvals cut the finance workload.

0 modules

One price

Every module is included from day one. You don't buy inventory later. You grow into it.

General ledger
Posted
DATEENTRYMEMOACCOUNTDEBITCREDIT
Apr 18JE-0217Sales · Northwind1100 Bank12,480.50
Apr 18JE-0217Revenue4000 Sales12,480.50
Apr 17JE-0216Payroll6100 Wages18,400.00
Apr 17JE-0216Payroll1100 Bank18,400.00
Apr 16JE-0215Stock adj.1300 Inventory2,140.00
Inventory
1,248 SKUs
SKUITEMON HANDSTATUS
SKU-0420-AIndustrial control unit142In stock
SKU-0420-BReplacement board28Low
SKU-0311-XTorque sensor TSM-80Out
SKU-0512Cable harness 3m4,880In stock
Resources

Guides, updates, and field notes from the ERP world.

Browse all posts
Sales invoices
47 open
INVOICECUSTOMERSTATUSAMOUNTDUE
INV-0428Northwind TradersPaid$12,480.50Apr 12
INV-0429Contoso Ltd.Draft$1,089.20Apr 18
INV-0430Fabrikam IndustriesOverdue$86,112.75Apr 02
INV-0431Adatum Corp.Synced$4,200.00Apr 22
INV-0432Tailwind LogisticsPosted$28,940.12Apr 24
Guide · Finance

Closing the month in five working days: a small-company playbook

How a 60-person distributor cut their close from 11 days to 4, without hiring more accountants.

Apr 14, 2026·12 min read
Invoice scan
EXTRACTED
FABRIKAM INDUSTRIES
1420 W Randolph St · Chicago IL
INVOICE #INV-0430
Date: Apr 02, 2026
Terms: Net 30
Industrial control unit — 12 × $2,480.00
Extended warranty — 12 × $180.00
Installation & setup — 48 × $125.00
TOTAL $86,112.75
Vendor
Fabrikam Industries
99%
Invoice #
INV-0430
99%
Date
Apr 02, 2026
97%
Due date
May 02, 2026
92%
Amount
$86,112.75
99%
GL account
5200 · Operations
86%
Product · Release

Invoice scan now extracts 12 new vendor-specific fields

German, Dutch, and Malaysian tax formats join the supported list. Confidence scores now visible per field.

Apr 09, 2026·4 min read
Approvals
3 PENDING
PO-0118
Shenzhen Electronics
$18,420
pending
EXP-0042
Travel · London
$2,840
pending
INV-0431
Adatum Corp.
$4,200
approved
Operations

Approvals without email: policies that actually get followed

A template library for purchase, expense, and journal-entry approval thresholds by headcount.

Apr 02, 2026·8 min read

Operational reading, once a month.

Practical notes on running finance and operations in a small company. No marketing blasts, no webinar invitations, no "you won't believe…" subject lines.

One email a month. Unsubscribe anytime.