Sidekick ERP
See the operational reason behind every financial number.
Run accounting, purchasing, inventory, warehouse, projects, expenses, people operations, and reporting without separating them from customers and work.
30 days · no credit card required
Designed around the work
Finance and operations on the same record.
Run accounting, purchasing, inventory, warehouse, projects, expenses, people operations, and reporting without separating them from customers and work.
- Financials connected to real operations
- Fewer duplicate entries between teams
- A clearer path from transaction to source record
How the work moves
Purchase to stocked inventory
Demand becomes an approved purchase, receipt, valuation, and available quantity.
- 01Identify demand
- 02Approve the purchase
- 03Receive and inspect
- 04Update inventory and finance
Product depth
The Sidekick ERP capability map
Feature depth is grouped around jobs the business recognizes—not an endless checklist.
Financial control
Keep billing, collections, purchasing, expenses, and reporting on an auditable trail.
- General ledger and financial reporting
- Receivables, payables, and collections
- Purchasing and vendor workflows
- Expenses, approvals, and audit history
Operational depth
Connect stock, projects, people, and fulfilment to the customer and financial record.
- Products, inventory, and warehouses
- Orders, fulfilment, and returns
- Projects, time, and profitability
- Employees, approvals, and multi-entity controls
Sidekick AI
Intelligence inside the work, with the record and controls attached.
Embedded AI helps within eligible products. Separately purchased AI Agents can perform governed actions with transparent credit usage.
What needs attention next?
I found three actions based on current customer, operational, and financial records.
- 1Purchase to stocked inventoryReady for review
- 2Work to financial resultSource context attached
Two clear layers
Included intelligence. Optional digital workers.
- Embedded AI
- Summaries, drafts, signals, and recommendations within edition limits.
- AI Agents
- Configured roles, approved tools, recurring agent pricing, and metered credits.
Questions
Clear answers before you buy
Pricing, trial, hardware, and product boundaries should be understandable before checkout.
Who needs a Full User?
Full Users run operational and financial workflows. Team Users handle lighter approval, time, expense, and self-service tasks.
Does ERP replace Sidekick CRM?
No. They share the same customer and business context; each product adds purpose-built workflows without duplicating the record.
Ready when you are
Put Sidekick ERP to work.
30 days · no credit card required