Finance & Accounting
Keep books, invoices, and payments in sync.
WerkIQ ERP
Run Your Business Operations in One System
Connect finance, inventory, purchasing, and order workflows so teams stop jumping between spreadsheets and disconnected tools. WerkIQ ERP keeps the operational side of your business clear and under control.
WerkIQ ERP
Operations Without the Chaos
Growing companies outgrow spreadsheets long before they feel ready for enterprise ERP.
WerkIQ ERP brings core operational processes into one workspace: chart of accounts, invoices, stock levels, purchase orders, and fulfillment status, so finance and operations share the same numbers.
How it works
A clear path through WerkIQ ERP
Each step stays connected, so information moves forward without re-entry, hidden handoffs, or separate spreadsheets.
- 1
Finance & Accounting
Keep books, invoices, and payments in sync.
Chart of accounts
- 2
Inventory Management
Know what you have, where it is, and when to reorder.
Product & SKU catalog
- 3
Purchasing
Order from vendors with clear approvals and history.
Vendor directory
- 4
Sales Orders & Fulfillment
Turn confirmed demand into deliverable work.
Sales orders
See it in action
Real workflows, shown clearly
Explore the screens your teams use every day—from overview and planning to the records that keep work accountable.
Inventory Management
Know what you have, where it is, and when to reorder.
Purchasing
Order from vendors with clear approvals and history.
Everything You Need to Run Day-to-Day Operations
Finance & Accounting
Keep books, invoices, and payments in sync.
- Chart of accounts
- General ledger
- Accounts payable & receivable
- Customer & vendor invoices
- Payment tracking
- Tax configuration
- Period close helpers
- Financial reports
Inventory Management
Know what you have, where it is, and when to reorder.
- Product & SKU catalog
- Multi-warehouse stock
- Stock movements & adjustments
- Low-stock alerts
- Batch / lot tracking basics
- Stock valuation views
- Barcode-friendly workflows
Purchasing
Order from vendors with clear approvals and history.
- Vendor directory
- Purchase requests
- Purchase orders
- Goods receipt
- Three-way match essentials
- Vendor bills
- Purchase history by vendor
Sales Orders & Fulfillment
Turn confirmed demand into deliverable work.
- Sales orders
- Order status tracking
- Delivery notes
- Partial fulfillment
- Customer invoices from orders
- Backorder visibility
Multi-Company Operations
Run more than one entity without separate tools.
- Multi-company setup
- Branch / warehouse structure
- Shared or separate catalogs
- Company-level permissions
- Consolidated reporting views
Reports & Control
See operational health without exporting five sheets.
- Inventory reports
- Purchase & sales summaries
- Aging reports
- Export to Excel / CSV
- Audit trail on key documents
- Role-based report access
Automate
Operational Automation
Reduce manual follow-ups across purchasing, stock, and finance.
- Low-stock reorder alerts
- Purchase order approval routing
- Goods receipt notifications
- Overdue invoice reminders
- Payment due date alerts
- Order fulfillment status updates
- Period-end checklist reminders
- Escalation for stuck approvals
Reports Include
Reports & Analytics
See stock, purchasing, and finance without rebuilding spreadsheets.
- Inventory valuation summary
- Stock movement history
- Purchase order status
- Vendor spend analysis
- Sales order backlog
- Accounts receivable aging
- Accounts payable aging
- Profit & loss snapshot
- Warehouse stock by location
- Export to Excel & CSV
Why Choose WerkIQ ERP
Built for Growing Teams
Enough structure to run ops without enterprise ERP complexity on day one.
Connected to WerkIQ
Works alongside HR, Payroll, CRM, and Expense Claim in one platform story.
Clear Ownership
Roles and approvals so purchasing, warehouse, and finance stay aligned.
API-Ready
REST API and webhooks when you need custom connections later.
Integrations
Connect ERP with banking, productivity, and the rest of your stack.
Swipe or use arrows to browse integrations
Features
Security & Permissions
Protect financial and inventory data with clear access controls.
- Role-based module access
- Document approval rights
- Warehouse-level restrictions
- Audit logs on key transactions
- Two-factor authentication
- Single Sign-On (SSO)
- Export controls for sensitive reports
Frequently Asked Questions
It’s built for growing and mid-size teams that need finance, inventory, and purchasing in one place, not for every enterprise-edge scenario. Many customers start here and expand modules as they grow.
Get Operations and Finance on the Same Page
See how WerkIQ ERP helps your team run inventory, purchasing, and accounting without the spreadsheet scramble.