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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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  • Capabilities:
  • Order Management
  • Supply Chain Management
  • Procurement
  • Inventory Management
  • Warehouse Management
  • Manufacturing
  • Accounting & Financials
  • Projects & Operations
  • CRM
  • ERP Ecommerce
  • Platform :
    • Reporting & Analytics
    • Enterprise AI
    • Workflow Automation
    • Data Mirror
      (Real-Time Data Warehouse)
100% Privately Held with U.S. Headquarters

Truly Complete SaaS ERP

Business Management Software to automate ALL departments
for Wholesale Distribution & Discrete Manufacturing
Unified Cloud Suite / No-Editions Eliminates the forced-upgrades & legacy ERP success tax
Faster Performance than Legacy ERP 2x faster out of the gate, and up to 100x with our Enterprise Data Warehouse
Built for Agentic ERP and Digital Labor To read the white paper comparing BizAutomation to the big ERPs click here
ERP Demo
ERP Automation That Matters

Put AI to Work Where ERP Teams Lose the Most Time

Automate invoice capture, order intake, and business questions
with AI connected to live ERP data.

BizAutomation applies AI to the repetitive work that slows finance, sales, and operations down.

Instead of adding another disconnected AI tool, it helps automate high-friction ERP workflows like bill capture, PO intake, RFQ processing, and reporting in a way that is governed, traceable, and tied to real operational ROI.

Learn More About AI Automation
  • Automate vendor invoice capture and AP workflows.
  • Convert customer POs and RFQs into quotes, opportunities, and orders faster.
  • Use AI to answer business questions from your live ERP data.
  • Keep automation connected to governed workflows inside your ERP.
ERP Automation That Matters

Reduce Stockouts Without Tying Up More Cash

Improve demand planning, replenishment, and logistics coordination
from one ERP system.

BizAutomation helps distributors and manufacturers respond faster to supply chain volatility by connecting demand planning, replenishment, procurement, MRP, and logistics execution in one system.

With better visibility across warehouses, vendors, and shipments, your team can reduce stockouts, avoid excess inventory, and make faster supply decisions without relying on disconnected planning tools.

Learn More About Supply Chain Management
  • Forecast demand across locations and improve inventory planning.
  • Automate replenishment and see material requirements in real time.
  • Consolidate purchasing to improve vendor pricing and reduce waste.
  • Connect fulfillment and shipping without separate planning systems.
ERP Automation That Matters

Protect Profit Before the Order Goes Through

Enforce margin floors and review risky pricing in real time.

BizAutomation gives finance and sales leadership tighter control over pricing by enforcing margin rules during quoting and order entry.

When a deal falls below approved thresholds, the system can block the transaction or trigger a supervisor approval workflow, helping your business reduce revenue leakage without losing visibility into strategic exceptions.

Learn More About Margin Protection
  • Block quotes and orders that fall below approved margin thresholds.
  • Route exception pricing to management for digital approval.
  • Calculate profitability using real-time cost and margin data.
  • Apply different margin rules by item, customer, or pricing scenario.
ERP Automation That Matters

Make Repeat Ordering Easier for B2B Customers

Deliver a self-service buying experience without disconnected ecommerce software.

BizAutomation helps distributors and manufacturers reduce manual friction with a B2B customer portal connected directly to live ERP data.

Customers can place repeat orders faster using accurate pricing, product access, and account-specific workflows, while your team avoids the sync failures, duplicate data, and extra manual work common in bolt-on ecommerce platforms.

Learn More About B2B Customer Portals
  • Support customer-specific pricing, catalogs, and ordering workflows.
  • Let buyers place repeat orders without manual sales intervention.
  • Keep inventory, order, and account data connected in real time.
  • Avoid the sync failures common in bolt-on ecommerce systems.
ERP Automation That Matters

Protect Sourcing Privacy

Keep customers from bypassing you when vendors ship direct.

BizAutomation helps distributors protect supplier relationships and preserve margin by supporting blind and double-blind dropship workflows inside the ERP.

When vendors ship directly to your customers, the system can generate branded shipping documents, coordinate fulfillment updates, and keep the supplier’s identity out of the customer experience.

Learn More About Blind Shipping
  • Support blind and double-blind dropship workflows.
  • Generate branded packing slips and shipping documents that keep the supplier invisible.
  • Help prevent customers from going direct to your suppliers.
  • Keep vendor fulfillment changes synchronized with sales orders.
ERP Automation That Matters

De-Risking Your ERP Implementation

Reduce implementation risk with configuration-first ERP
and direct vendor involvement.

BizAutomation helps lower ERP implementation risk by prioritizing configuration over fragile scripting and by working directly with customers throughout implementation.

Because the platform is designed for deeper native fit instead of endless code-layer customization, your team can move faster, stay more upgrade-safe, and avoid the technical debt that causes so many ERP projects to stall or fail.

Learn More About ERP Implementations
  • Replace fragile scripting with configuration-driven workflows.
  • Reduce implementation complexity and long-term maintenance risk.
  • Work directly with the software company during implementation.
  • Keep your ERP more upgrade-safe and supportable over time.
Multi-Edition Legacy ERP
Legacy ERP Architecture Hairball
  • Hidden upgrade pressure
  • Slower layered architecture
  • Brittle script-based customization
  • Add-ons drive cost creep
vs
BizAutomation’s Single Edition ERP
Unified ERP Data Architecture
  • One suite, no editions
  • Faster transactional performance
  • Native automation foundation
  • Data Mirror for live intelligence
EXPLORE ERP COMPARISONS
Clear Answers

Frequently Asked Questions

Direct answers on architecture, implementation, and why mid-market leaders choose BizAutomation.

What is the difference between a Single-Edition and Multi-Edition ERP?

Legacy multi-edition ERPs force companies to pay for module upgrades and navigate hidden paywalls as they grow. BizAutomation is a Single-Edition cloud ERP. You get the entire unified suite—including automation, order management, and accounting—without artificial feature gating or "success taxes."

Why do so many mid-market ERP implementations fail?

Industry data shows high failure rates occur when systems rely on fragile custom code and disconnected third-party implementation partners. BizAutomation mitigates this by prioritizing configuration over code-layer customization and by working directly with you during implementation, ensuring a secure, upgrade-safe deployment.

Do I need third-party integrations for AP automation or B2B ecommerce?

No. Unlike legacy systems that require bolt-on middleware for AP automation or standalone B2B customer portals, BizAutomation delivers these natively. By keeping workflows like 3-way invoice matching and self-service repeat ordering inside a single database, we eliminate sync failures and extra licensing costs.

Is BizAutomation specifically for wholesale distribution and discrete manufacturing?

Yes. The platform is engineered to handle the complex realities of distribution and manufacturing. It includes native tools for multi-level BOMs, dynamic replenishment forecasting, margin floor enforcement, and blind dropship workflows out-of-the-box.

How does BizAutomation approach AI and digital labor?

We prioritize AI sovereignty and operational ROI. Instead of risking data leakage by connecting your ERP to public Big Tech AI, BizAutomation applies governed, hallucination-free AI directly to your live data. This allows you to safely automate repetitive tasks like invoice capture and quote generation while maintaining total control.