BottomLine ERP

Simple where it should be. Powerful where it matters.

BottomLine ERP is a Salesforce-native ERP for small- to medium-sized manufacturers that are ready to replace their disconnected systems, spreadsheets, and manual accounting processes with one integrated and automated system. Teams record the work they are already doing: planning production, receiving and moving inventory, executing work orders, shipping orders, and managing assets. BottomLine connects that operational activity to inventory, accounting, and financial visibility automatically, with an implementation approach designed to be practical for growing SMBs.

One record
Downstream automation
Built for SMB manufacturing

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Workflow automation

The user records the operation. BottomLine does the rest.

BottomLine is intentionally structured around the way work flows through a manufacturing business. Operational activity automatically drives downstream accounting and inventory activity; the result is that teams spend less time managing handoffs and performing manual reconciliations--and more time running the business.

Explore Features
RecordOperators and business users capture the real-world event once.
AutomateBottomLine updates related workflow, inventory, subledger, and GL activity.
ControlFinance and operations see the same transaction trail without fragile integrations.

Plan demand, supply, and capacity

Forecasts, production plans, MPS, and MRP translate demand into planned production, material requirements, purchase needs, and capacity signals without rebuilding the plan in another tool.

Automation impact: Planners generate schedules and requirements so that they can review supply, demand, and consolidation impacts before orders (PO's, WO's, and TO's) are generated.

Record production as it happens

Shop floor activity captures material consumption, labor, machine time, production output, lot detail, and variance in the same workflow operators already use to complete the work.

Automation impact: Posted consumption updates inventory, accrues labor and machine cost, and connects production activity back to the general ledger.

Move goods between facilities

Inter-warehouse shipment workflows coordinate what is picked, shipped, received, and reconciled, so inventory in transit is visible instead of living in spreadsheets or emails.

Automation impact: Shipment and receipt activity updates inventory positions and keeps operational movement aligned with the accounting impact.

Put away, pick, count, and adjust

Warehouse teams manage bins, lots, put-aways, picklists, movement transfers, counts, and adjustments inside the same system that owns item, location, and availability data.

Automation impact: Each movement updates on-hand, available, reserved, lot, and location balances while preserving the audit trail behind inventory value.

Manage capital assets through their lifecycle

Acquisition, depreciation, and disposition activity is managed from the fixed asset record, with status-driven steps that keep fixed asset activity aligned with the general ledger.

Automation impact: Asset activity produces the related depreciation, gain/loss, and ledger activity without a separate fixed asset spreadsheet or manual calculations.

Trace inventory from source to destination and back

Lot identity is preserved as inventory is received, produced, consumed, transferred, adjusted, shipped, and returned, giving teams a real-time trace of where material came from and where it went.

Automation impact: Inventory lots show the activity history needed for recall readiness, audit review, root-cause analysis, and forward or backward traceability.

Why BottomLine

  • Salesforce-native with modules to support most major functions in your company
  • Native accounting that eliminates fragile third-party syncs or double-entry
  • SMB-friendly user experience with fully functional automated MRP and workflows built to streamline your process
  • Mobile warehouse & barcoding right inside the native Salesforce mobile app
  • Tight GL linkage for procurement, inventory, production, order fulfillment, and trade programs
  • Low-friction deployment with configurable defaults and custom chart of accounts

Implementation & support

  • QuickStart — use BottomLine defaults for accounting and warehouse setups, limited data import and training, 2 sandbox deployments
  • Standard launch — review and update all setups and configurations, 3+ sandbox deployments, online training for all functions
  • Full suite setup — advance setup and configuration, full project governance, 3+ sandbox deployments