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BizAutomation
  • Orders
    Order Flexibility - Custom Shipping Rules
  • Orders
    Quote to Order - Quote to Order
  • Orders
    Order Document Management - Document Customization
  • CRM
    Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management
  • CRM
    Service & Support Management - Customer Self Service
  • Procurement
    Order Workflow Automation - Custom yet easy to use automation
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The suite Includes:
  • Order Management
  • Supply Chain Management
  • Inventory & WMS
  • Complete Accounting       (Multi-Entitity ready)
  • Complete CRM
  • Manufacturing
  • Project Management
  • Omnichannel Commerce
  • Artificial Intelligence (AI)
  • Analytics & Workflow
Artificial Intelligence
Key take-aways:
  • ERP-driven AI - Join other organizations reporting 27% higher ROI and 9% stronger operating margins compared to those using traditional ERP, with AI-powered insights enabling 30% faster decision-making processe.
  • Enteprise class AI data architecture - Unlike our competitors which use underling OLTPs to save money, BizAutomation bases everything on a single data-lake intelligence-layer, just like the Fortune 500s.
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Premium ERP driven AI


Vendor Invoice Capture, PO Reconciliation, & Bill Workflow Automation

Bill Capture that streamlines your accounting process by automatically scanning invoices into BizAutomation using advanced AI-powered object detection and optical character recognition (OCR), significantly reducing the time your team spends on manual data entry. BizAutomation includes the email inbox right within the suite’s menu system, leveraging your Office 365 or Google email services.

Customer RFP, RFI, RFQ, PO Capture

Capture your customer RFPs, RFQs, RFIs, and POs to generate sales opportunities and sales orders in your BizAutomation Order Management & CRM module using AI-powered object detection and optical character recognition (OCR), significantly reducing the time your team spends on manual data entry. BizAutomation includes the email inbox right within the suite’s menu system, leveraging your Office 365 or Google email services.

Generative AI Analytics

BizAutomation leverages advanced NLP technology to democratize data access, allowing non-technical users to generate reports, analyze trends, and extract actionable insights without requiring SQL knowledge or complex dashboard navigation. BizAutomation retrieves information from reports and other business data generated against its data-lake which is much faster than obtaining AI insights from OLTP data-sources. Users can query their business data using natural language, including sales, purchasing, and demand planning.

Demand Planning while integrating demand planning data for comprehensive business intelligence.

AI-Powered Financial Intelligence

User Permissions & Access Control - BizAutomation’s permission framework lets administrators create custom permission groups, which can be given view, add, edit/delete rights, which are automatically inherited by users assigned to these groups. Here are just some of the things you can do with permissions:

    • Restrict Tab & Sub-Tab access - Tabs contain things like modules (e.g. there’s an accounting tab, an orders, etc..), so if you want for example to prevent a sales department’s access to the accounting module, this is one of the way’s you’d lock that down. Sub-Tabs are located within records such as Customer and Order records. So if you have sub-tab you don’t want to be viewed by some users, but still want to expose the rest of that record (item master is one that typically gets modified) you’ld be able to do that.

    • Hide fields & column lists within accessble forms by user role - Even if you want to grant access to sub-tabs containing forms and fields, you can still restrict field view access to some permission groups but not others (e.g. say you want to license or SSN field on a form every user group has access to, but only want to restrict these fields to only the accounting staff). All of these same capabilities are avaialble to records lists too, so for example even though the sales and support department have access to “Orders”, the columns can be completely different, tailored for each user role.

BizAutomation Data Lake - The ultimate foundation on which all BizAutomation AI solutions are built

BizAutomation’s AI foundation uses an optimized, data-lake structure, which unlike typical OLTP databases, is designed for lightning-fast queries. This analytical foundation is comparable to enterprise solutions like Microsoft Fabric or NetSuite NSAW, but without their complex licensing and significantly higher costs.

We all know the AI landscape will continue to change, but what isn’t likely to change how the foundation of your current and future AI solution is built on, and BizAutomation is the only company willing to democratize that foundation for businesses of all sizes and budgets, so if you want the absoilute best data on which to build making the choice clear – you can pay for AI data solutions designed for Fortune 500 level businesses (And the budget theyh can offered) BizAutomation.

BizAutomation

BizAutomation Cloud ERP Software provides the full suite of integrated business management software applications, including ERP, CRM, Financials, E-commerce, Distribution, Order Management, Manufacturing, Project Accounting, and Inventory Management software. There is only one true Cloud ERP platform designed for smaller SMB (Small to medium sized) customers - BizAutomation.

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