Work that does itself.
Approvals, invoices, reminders, reorders and reports that run on their own inside ERPNext, with your team stepping in only where it matters.
Stock falls below its reorder level
Cement 50 kg at the Nakuru store: 38 bags left
- Purchase order drafted for 200 bags
- Sent to Purchasing to approve
Sample rules, fictional figures.
What runs by itself, department by department.
Every one of these is set up on your own ERPNext, with your names, your limits and your approvals.
Finance
- Payment reminders before and after the due date
- Bank and M-Pesa payments matched to invoices
- Recurring invoices raised on their date
Sales
- Quotations followed up when they go quiet
- Order confirmations sent on WhatsApp or email
- Large discounts held for a manager
Stock
- Purchase orders drafted at the reorder level
- Batch expiry warnings weeks ahead
- Transfers between stores suggested
Buying
- Approvals by amount and department
- Supplier price changes flagged
- Goods received matched to the order and the invoice
People
- Leave approved by the right manager
- Payslips emailed on payday
- Contract and permit renewals reminded
Reports
- Sales, cash and stock to the owner every morning
- The month-end pack prepared
- An alert when a number moves out of range
Four steps, on your own data.
Find what repeats
We sit with your team and list the work done the same way every week.
Agree the rules
Each rule in plain words: when it runs, what it checks and who approves.
Test on your data
We run it on a copy of your system until the results are right.
Switch it on
It runs by itself, every run is logged, and we adjust it as you go.
Automatic, never out of hand.
A person where money moves
Payments, discounts and purchases above your limits wait for a yes.
Every run on record
What ran, when and what it changed, kept against the document.
Change it yourself
Rules, approvals and reminders are set from the screen in ERPNext, not in code.
Do we need a developer to change a rule?
No. Approvals, notifications, reminders and repeating documents are set up from the screen in ERPNext. We show your administrator how.
What should not be automated?
Anything that needs judgement. We automate the steps around it and leave the decision to a person, with everything they need in front of them.
Can it work with WhatsApp and M-Pesa?
Yes. Reminders and confirmations can go out on WhatsApp and email, and M-Pesa payments can be matched to invoices. Each connection is scoped in your project.
Bring one task your team repeats. We'll show it running by itself.
Thirty minutes on our own demo system. Nothing to prepare.