ERP for small + mid-sized companies

Real financial control, without a year-long ERP implementation.

JuloAI gives growing teams a double-entry general ledger, inventory movement tied to accounting, approval controls, document capture, and a complete audit trail — in one operating system.

  • Multi-company GL with consolidation
  • Inventory movement posts to GL
  • Audit trail on every posting
  • Documents linked to every voucher
erp.juloai.com / controller-review
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
TB_BALANCED
AR subledger ties to GL
Subledger 412,500.00 · GL 412,500.00 · Accounts Receivable
AR_SUBLEDGER_TIES_TO_GL
AP subledger ties to GL
Subledger 183,940.00 · GL 183,940.00 · Accounts Payable
AP_SUBLEDGER_TIES_TO_GL
Inventory subledger ties to GL
Subledger 612,109.40 · GL 612,109.40 · Inventory
INVENTORY_SUBLEDGER_TIES_TO_GL
GRNI subledger ties to GL
Subledger 34,220.00 · GL 34,220.00 · Goods Received Not Invoiced
GRNI_SUBLEDGER_TIES_TO_GL
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
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.

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 to be trusted

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.

0.00%
Uptime, last 12 months
0 critical
Incidents last 90 days
<0h
Median RTO on restore drills

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.

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
Pricing

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.

Starter
$49/user/mo

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
Start 30-day trial
Operate
$89/user/mo

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
Start 30-day trial
Enterprise
Contact

For groups, franchises, and operations needing custom SLAs or single-tenant deployment.

  • Unlimited companies
  • Single-tenant option
  • Custom approval policies
  • Dedicated support manager
Talk to us
Questions

The ones we hear most often.

Xero and QuickBooks are accounting products with add-on marketplaces. JuloAI is a single operating system where accounting, inventory, purchasing, CRM, and approvals share the same data model — so closing a sales order posts revenue, deducts stock, and updates the ledger in one transaction.
A typical onboarding is two to three weeks. Week one: company setup, chart of accounts, opening balances, and your first users. Week two: data migration from your existing tools and training. Week three: parallel run against your old system. You go live with a dedicated onboarding lead — no third-party SI firm involved.
Yes. Our Operate plan supports up to five companies with multi-currency consolidation. Every company has its own chart of accounts and is logically isolated at the database tier. Intercompany transactions and consolidated reports are first-class.
All data is encrypted in transit and at rest. Role-based permissions, immutable audit logs, and segregation-of-duties controls are built in. We're completing SOC 2 Type II and publish a public status page and incident history. Backups are encrypted, regionally redundant, and restore drills run monthly.
We support IFRS and US GAAP out of the box, with localisation packs for UK, EU, Singapore, and Malaysia tax regimes. Customisation for other jurisdictions is available on Enterprise plans.
We give you your data, on demand, in open formats — full general ledger export, all documents, every transaction. No lock-in clauses, no export fees. We'd rather you stayed because the product works.

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.