Serious ERP for small companies
ready to operate like larger ones.
JuloAI connects accounting, selling, buying, inventory, documents, approvals, and reporting into one operating system — without the cost, complexity, or implementation burden of enterprise ERP.
JULOAISpreadsheets 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.
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.
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".
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.
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.
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.
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.
The full back office, in one system.
Every module shares a single data model. Post a payment in accounting, the CRM sees it. Receive stock in the warehouse, the ledger posts COGS. That's the entire pitch.
Accounting
Double-entry general ledger, multi-currency, trial balance, P&L, balance sheet. Month-end that closes in days, not weeks.
Selling
Quotes, sales orders, invoices, credit notes. Customer balances and DSO on a single page.
Buying
Purchase requests to purchase orders to bills to payments. Three-way matching across the whole chain.
Inventory
Real stock movement across warehouses, batches, serials, and bins — wired into the general ledger.
CRM
Opportunities, contacts, accounts. Close a deal and it becomes a sales order — same record.
Documents
Central store for invoices, contracts, receipts. AI extraction turns scans into structured records.
Approvals
Policy-based approvals on purchases, expenses, journal entries. Reject, defer, or delegate — with a full trail.
Manufacturing
Bills of materials, work orders, routing, production costing. For companies that actually build things.
Projects
Time, cost, and billing tied to projects. Profitability visible from day one, not at year-end.
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.
Reliability that earns a place in the stack.
Finance and operations teams don't want surprises. We treat uptime, audit trails, and data boundaries as the product — not as marketing bullets.
Multi-tenant architecture
Each company gets a logical boundary. Data never crosses tenants. Audited at every query.
Immutable audit logs
Every mutation is logged: who, what, when, from where. Exportable for auditors in one click.
Role-based permissions
Granular access across modules and actions. Segregation of duties — built in, not bolted on.
Disciplined migrations
Forward-only schema changes, signed-off per release. Rollback plans attached to every deploy.
Deploy discipline
Blue-green releases. Health checks before traffic cuts over. Canaries for customers on the edge.
Operational reliability
99.9% monthly uptime target. Status page, public incident history, and a three-person on-call rotation.
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.
To live data
Not twelve months. A disciplined onboarding plan gets your books on our ledger in under a fortnight.
Implementation fee
A single, flat setup engagement. No SI firm, no per-module charge, no five-year licensing trap.
Less admin
Invoice scanning, automated matching, and rule-based approvals cut the finance workload.
One price
Every module is included from day one. You don't buy inventory later. You grow into it.
| DATE | ENTRY | MEMO | ACCOUNT | DEBIT | CREDIT |
|---|---|---|---|---|---|
| Apr 18 | JE-0217 | Sales · Northwind | 1100 Bank | — | 12,480.50 |
| Apr 18 | JE-0217 | Revenue | 4000 Sales | 12,480.50 | — |
| Apr 17 | JE-0216 | Payroll | 6100 Wages | 18,400.00 | — |
| Apr 17 | JE-0216 | Payroll | 1100 Bank | — | 18,400.00 |
| Apr 16 | JE-0215 | Stock adj. | 1300 Inventory | — | 2,140.00 |
| SKU | ITEM | ON HAND | STATUS |
|---|---|---|---|
| SKU-0420-A | Industrial control unit | 142 | In stock |
| SKU-0420-B | Replacement board | 28 | Low |
| SKU-0311-X | Torque sensor TSM-8 | 0 | Out |
| SKU-0512 | Cable harness 3m | 4,880 | In stock |
Guides, updates, and field notes from the ERP world.
| INVOICE | CUSTOMER | STATUS | AMOUNT | DUE |
|---|---|---|---|---|
| INV-0428 | Northwind Traders | Paid | $12,480.50 | Apr 12 |
| INV-0429 | Contoso Ltd. | Draft | $1,089.20 | Apr 18 |
| INV-0430 | Fabrikam Industries | Overdue | $86,112.75 | Apr 02 |
| INV-0431 | Adatum Corp. | Synced | $4,200.00 | Apr 22 |
| INV-0432 | Tailwind Logistics | Posted | $28,940.12 | Apr 24 |
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.
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.
Approvals without email: policies that actually get followed
A template library for purchase, expense, and journal-entry approval thresholds by headcount.
Start with the essentials. Grow into full ERP.
Every plan includes all nine modules. You pay for users, company entities, and support commitment — not per-module add-ons.
For first-time ERP adopters replacing spreadsheets and a bookkeeper.
- Up to 10 users
- 1 company, 1 currency
- All nine modules
- Email support · 1 business day
The working plan for most small and growing companies. Multi-company, multi-currency, approvals.
- Unlimited users
- Up to 5 companies, all currencies
- Approvals & role permissions
- Invoice scanning (2,000 pages/mo)
- Priority support · 4 hour SLA
For groups, franchises, and operations needing custom SLAs or single-tenant deployment.
- Unlimited companies
- Single-tenant option
- Custom approval policies
- Dedicated support manager
The ones we hear most often.
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.