Read before you decide
Guides, playbooks and plain explanations for owners, finance managers and operations leads choosing a system.
Start here · Guides
How to choose an ERP for a growing business
Seven questions to settle before you look at any demo, and the warning signs to watch for when you do.
7 min read
Guides 2 articles
GuidesA go-live checklist for finance teamsWhat finance must have ready before the switch, on go-live day, and through the first month-end.6 min readGuidesWhat to clean before you migrate dataThe records worth cleaning before they move, the ones to leave behind, and how to check the result.6 min read
Industry playbooks 14 articles
Industry playbooksManufacturing: the ERP playbookThe leaks we see most in manufacturing, how the system closes them, and where to start.6 min readIndustry playbooksTrading and Distribution: the ERP playbookThe leaks we see most in trading and distribution, how the system closes them, and where to start.6 min readIndustry playbooksRetail and Point of Sale: the ERP playbookThe leaks we see most in retail and point of sale, how the system closes them, and where to start.6 min readIndustry playbooksRestaurants and Hospitality: the ERP playbookThe leaks we see most in restaurants and hospitality, how the system closes them, and where to start.6 min readIndustry playbooksAgriculture and Agrovet: the ERP playbookThe leaks we see most in agriculture and agrovet, how the system closes them, and where to start.6 min readIndustry playbooksConstruction and Real Estate: the ERP playbookThe leaks we see most in construction and real estate, how the system closes them, and where to start.6 min readIndustry playbooksLogistics and Transport: the ERP playbookThe leaks we see most in logistics and transport, how the system closes them, and where to start.6 min readIndustry playbooksImport and Export: the ERP playbookThe leaks we see most in import and export, how the system closes them, and where to start.6 min readIndustry playbooksEnergy and Petrol Stations: the ERP playbookThe leaks we see most in energy and petrol stations, how the system closes them, and where to start.6 min readIndustry playbooksHealthcare and Pharmacy: the ERP playbookThe leaks we see most in healthcare and pharmacy, how the system closes them, and where to start.6 min readIndustry playbooksEducation: the ERP playbookThe leaks we see most in education, how the system closes them, and where to start.6 min readIndustry playbooksNon-profit and NGOs: the ERP playbookThe leaks we see most in non-profit and NGOs, how the system closes them, and where to start.6 min readIndustry playbooksProfessional Services: the ERP playbookThe leaks we see most in professional services, how the system closes them, and where to start.6 min readIndustry playbooksFinancial Services and SACCOs: the ERP playbookThe leaks we see most in financial services and SACCOs, how the system closes them, and where to start.6 min read
Tax and compliance 3 articles
Tax and complianceTax e-invoicing and your ERPWhat electronic invoicing rules ask of your system, and what to check before you choose one.5 min readTax and compliancePayroll deductions the system must calculateThe deductions most payrolls carry, how an ERP should handle them, and the checks to run each month.5 min readTax and compliancePreparing books for auditThe reconciliations and records auditors ask for first, and how to have them ready on day one.5 min read
Compare and migrate 9 articles
Compare and migrateOdoo vs ERPNext: comparison and migration guideHow Odoo and ERPNext differ in licensing, customisation and support, when each is the better choice, and how a move from Odoo to ERPNext works.6 min readCompare and migrateSAP Business One vs ERPNext: comparison and migration guideSAP Business One compared with ERPNext: licences, partners and changes, when SAP is the better choice, and how a move from SAP Business One works.6 min readCompare and migrateMicrosoft Dynamics 365 vs ERPNext: comparison and migration guideDynamics 365 Business Central, NAV and GP compared with ERPNext: subscriptions, changes and hosting, when Microsoft fits, and how a move works.6 min readCompare and migrateSage vs ERPNext: comparison and migration guideSage 50, Pastel, Evolution, 200 and 300 compared with ERPNext: where accounting software ends, a business system begins, and how a move works.6 min readCompare and migrateTally vs ERPNext: moving from TallyPrime to ERPNextTallyPrime is fast, familiar accounting. Where growing businesses outgrow it, how it compares with ERPNext, and how ledgers, stock and bills move across.6 min readCompare and migrateQuickBooks vs ERPNext: moving from QuickBooks to ERPNextQuickBooks is good small-business accounting. When a business outgrows it, how it compares with ERPNext, and how accounts, customers and stock move across.6 min readCompare and migrateOpen source ERP against licensed ERPHow the two models differ on cost, control and support, and when each one makes sense.6 min readCompare and migrateSpreadsheets against an ERP: the real costWhere spreadsheets stop scaling, and how to put a number on what they cost you today.5 min readCompare and migrateCloud against your own serverWhere your ERP should run, and the questions that decide it.5 min read
Upgrades and support 2 articles
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