For accounting firms, ERP consultants and agencies
Help clients record supplier bills, check for duplicates and follow up unpaid invoices. Offer these services under your own brand and charge your own monthly fees.
Works with Zoho Books and Odoo. Connect their accounts, or give clients SmallERP for their accounting.
Card required. Plan and AI usage terms are shown during setup.
Why SmallERP
Approvals inbox
Agents prepare bills, reminders and corrections across all your clients. Each item arrives with the documents behind it and a suggested next step. Your team or your client decides.
See how it runsThe Inbox: cards from five agents arrive, a draft bill matched to its purchase order is approved and recorded, then a possible duplicate bill is marked reviewed.
AI agents
Bill Capture, Bill Auditor, Invoice Chaser, Data Hygiene and Expense Auditor run across your clients and only ask when a person needs to decide.
See the agentsYour clients
Open any client’s books, see what needs attention and what you bill them. On a white-label plan it carries your name, logo and domain.
See your agencyYour systems
Clients on Zoho Books or Odoo keep them. The agents read the records; an approved bill is written back. Clients without a system keep their books on SmallERP.
See the integrationsExample data.
The Inbox: cards from five agents arrive, a draft bill matched to its purchase order is approved and recorded, then a possible duplicate bill is marked reviewed.
Example data.
How it runs
Phase 01
Add the client, connect their Zoho Books or Odoo, or start their books on SmallERP.
Phase 02
Bills are drafted from emailed invoices, reminders are prepared, gaps are listed.
Phase 03
Anything that needs a person lands in the approvals inbox with the evidence attached.
AI agents
AI reads supplier invoices, checks for duplicate bills and prepares payment reminders. Your team can check the details, review flagged problems and approve drafts.
Bill Capture
Turns a forwarded or uploaded supplier invoice into a draft bill, checked against the purchase order and earlier bills.
Invoice Chaser
Follows up overdue customer invoices: what is owed, how late it is, and which reminder is due.
Data Hygiene
Finds customers, suppliers, invoices and items with missing details, and lists them for correction.
Expense Auditor
Checks approved expenses for missing receipts and repeat claims. For clients on SmallERP books.
Bill Auditor
Finds two bills from the same supplier for the same amount, with links to both and the supplier’s record. Mark it reviewed or snooze it for a day; SmallERP records who reviewed it.
Approvals inbox
Every draft, exception and intervention on one screen, on the web and in the mobile app.
Built for your agency
Add your name and logo, manage client accounts and charge clients through your own Stripe account. Branding and AI resale options depend on your plan.
01 · Brand
On a white-label plan, clients sign in on your domain and see your product name and logo.
02 · Prices
Choose the services you offer and what clients pay. Your plan determines whether AI resale uses a fixed markup or prices you set.
03 · Clients
Each client has separate accounting records and users. Switch between client accounts from your agency dashboard.
The platform
Clients using SmallERP can manage their invoices, bills, banking and reports in one place, with AI agents to help with routine tasks.
Manage the general ledger, journals and financial periods together. Close and lock periods, with an audit log for changes.
See agency plansAlso in the platform: inventory, projects and workflow tools. Manage stock, contacts, projects and tasks. Build websites and forms. Set up automatic steps, such as sending a message when an invoice is created or asking someone to approve a bill.
Mobile
Check draft bills and flagged problems in the iOS or Android app. Get a notification when something needs your review.
How pricing works
You pay for an agency plan and the AI your clients use. You decide what to charge for your client plans and services.
Agency subscription
What agencies ask before getting started.
Start with one client
Start with a task such as entering bills or following up unpaid invoices. Try it with one client, review the results together and decide what to offer next.
