Set access around each person’s role
Roles decide who can see records, prepare work and approve changes.
Roles & permissionsAn ERP with AI agents built in
The ERP that
works ahead of you.
It works the night before you ask.
One system for your accounts, your operations and your people. Its AI agents check the day’s activity, flag what needs attention and prepare the next step. Your team makes the decisions.
THE CONNECTED ERP
One system.
Every part of your business.
From the accounts to the carbon report, every part of Cobalt works from the same records, with AI built in.
Explore the platformFinance & projects
AI keeps the books current. You approve what posts.
LedgerProjectsBudgetsAssetsReporting & ESG
Profit and carbon, back to the records.
ReportingCarbonESGPeople
Everyone in every company, in one view.
HRTimesheetsLeaveSales & CRM
From first call to paid invoice.
CRMSalesPortalSuppliers & documents
Orders, invoices and supporting records together.
PurchasingDocumentsQualityStock & warehouse
Stock, availability and holds across your sites.
WarehouseInventoryQuality holdsProduction & quality
Materials, machines and checks in one plan.
MRPQualityCapacityIllustrative previews, not live controls. Select a card to explore its capabilities; limits vary by plan.See everything that’s included
BUILT AROUND THE WORK
See how connected teams make everyday decisions.
A delivery date depends on incoming stock. A production plan depends on a purchase. A balance sheet depends on every invoice and payment behind it. Ask Cobalt, and it answers from the records behind the question. Send it a photo, an email or a sentence, and it drafts the order or invoice.
Example records and figures. In your business, your permissions and approval rules decide what happens next.
Run the September P&L for the group, against budget.
Here is the September P&L for the group, consolidated across 3 companies. Operating profit is £192k, £4k ahead of budget.
Scanned the following records2 sources shown
- General ledger Sep 2026Closed · 4,812 entriesRead
- Budget FY26 v2Approved 12 MarRead
Suggested actionsEach needs your approval
- Explain freight
- Add to board pack
- Share with finance
How have sales moved over the last six months?
Sales are up 35% since April, reaching £1.24m in September, and gross margin has improved to 40.2%. The growth is led by new customers and a stronger product mix.
How have sales moved over the last six months?
Sales are up 35% since April, reaching £1.24m in September, and gross margin has improved to 40.2%. The growth is led by new customers and a stronger product mix.
Growth
88Strong
Six months up +14 · New customers +8
Margin
82Good
40.2% in Sep +10 · Freight costs −4
Scanned the following records2 sources shown
- Sales ledger Apr–Sep1,284 invoices · £6.38mRead
- Cost of sales Apr–SepMatched to deliveriesRead
Suggested actionsEach needs your approval
- Add to board pack
- Split by customer
- Share with sales
Show the group balance sheet at the end of September, against August.
Here is the group balance sheet at 30 September, consolidated across 3 companies. Net assets are £2.41m, up £80k on August. Trade debtors rose £84k, mostly the £75,000 Harbour Foods invoice due on 28 October.
Show the group balance sheet at the end of September, against August.
Here is the group balance sheet at 30 September, consolidated across 3 companies. Net assets are £2.41m, up £80k on August. Trade debtors rose £84k, mostly the £75,000 Harbour Foods invoice due on 28 October.
Scanned the following records2 sources shown
- General ledger Sep 2026Closed · 4,812 entriesRead
- Bank reconciliation Sep 20263 accounts · matched to 30 SepRead
Suggested actionsEach needs your approval
- Explain debtors
- Add to board pack
- Share with finance
Can we deliver all 400 cases on Friday?
Not in full. 320 cases can ship on Friday from Leeds and Bristol, and the remaining 80 arrive on PO-2291 on Monday 12 October. I recommend offering Harbour Foods a split delivery.
Can we deliver all 400 cases on Friday?
Not in full. 320 cases can ship on Friday from Leeds and Bristol, and the remaining 80 arrive on PO-2291 on Monday 12 October. I recommend offering Harbour Foods a split delivery.
Delivery score
64Attention
Stock cover −12 · Inbound PO +8
Customer score
96Excellent
Pays in 9 days +14 · No disputes +6
Scanned the following records2 sources shown
- Stock CASE-12480 on hand · 160 promised · 2 sitesRead
- Purchase order PO-229180 cases · due Mon 12 Oct · confirmedRead
Suggested actionsEach needs your approval
- Split the delivery
- Reserve 320 cases
- Expedite PO-2291
Should we pay this supplier invoice?
Not in full yet. BILL-0912 bills 100 units, but only 96 have been received against PO-1047. I recommend approving £2,400 now and holding £100 until the remaining units arrive or Northwind issues a credit note.
Should we pay this supplier invoice?
Not in full yet. BILL-0912 bills 100 units, but only 96 have been received against PO-1047. I recommend approving £2,400 now and holding £100 until the remaining units arrive or Northwind issues a credit note.
Match score
71Attention
Price agrees +10 · Quantity over receipt −18
Supplier score
91Excellent
On time 96% +12 · Bank details unchanged +6
Scanned the following records2 sources shown
- Purchase order PO-1047100 units at £25.00Read
- Goods receipt GRN-084296 units · 24 Sep 2026Read
Suggested actionsEach needs your approval
- Approve £2,400
- Query Northwind
- View 3-way match
Do we have what we need to make 50 units next week?
Nearly. Three of the four components are in stock, but 20 BR-12 brackets are short. Assembly line 2 has 9 hours free for a 6-hour job, so WO-3318 can start on Tuesday if the brackets arrive and are released for use before the job starts.
Do we have what we need to make 50 units next week?
Nearly. Three of the four components are in stock, but 20 BR-12 brackets are short. Assembly line 2 has 9 hours free for a 6-hour job, so WO-3318 can start on Tuesday if the brackets arrive and are released for use before the job starts.
Readiness
78Attention
Materials 3 of 4 −14 · Line time free +8
Demand
92Strong
Linked to SO-10466 +12 · Due date held +6
Scanned the following records2 sources shown
- Bill of materials A-2004 components · rev CRead
- Stock BR-1280 free · 20 shortRead
Suggested actionsEach needs your approval
- Order 20 brackets
- Book line 2
- Notify sales
Create a sales order from this photo.
I read the handwritten order from Harbour Foods and drafted SO-10491 with three lines at their 2026 prices. One quantity was hard to read, so I have marked it for you to check.
Create a sales order from this photo.
I read the handwritten order from Harbour Foods and drafted SO-10491 with three lines at their 2026 prices. One quantity was hard to read, so I have marked it for you to check.
Scanned the following records2 sources shown
- Photo IMG_2041.jpgHandwritten · 3 lines readRead
- Price list Harbour Foods 2026Prices applied to every lineRead
Suggested actionsEach needs your approval
- Confirm order
- Send confirmation
- Reserve stock
Raise the invoice Harbour Foods asked for in this email.
Drafted INV-20437 for the 320 cases on DN-5521, at the agreed price and quoting PO HF-7781 as Priya asked. VAT is applied, and payment is due in 30 days.
Raise the invoice Harbour Foods asked for in this email.
Drafted INV-20437 for the 320 cases on DN-5521, at the agreed price and quoting PO HF-7781 as Priya asked. VAT is applied, and payment is due in 30 days.
Scanned the following records2 sources shown
- Email from Priya ShahHarbour Foods · today 09:12Read
- Delivery note DN-5521320 cases · signed Fri 09 OctRead
Suggested actionsEach needs your approval
- Send invoice
- Reply to Priya
- Add delivery note
Order 200 BR-12 brackets from Northwind for next Friday, same price as last time.
Drafted PO-2318 to Northwind Components for 200 BR-12 brackets at £25.00, the price on PO-1047, for delivery to Leeds on Friday 16 October. It needs Sam Patel’s approval because it is over £2,500.
Order 200 BR-12 brackets from Northwind for next Friday, same price as last time.
Drafted PO-2318 to Northwind Components for 200 BR-12 brackets at £25.00, the price on PO-1047, for delivery to Leeds on Friday 16 October. It needs Sam Patel’s approval because it is over £2,500.
Scanned the following records2 sources shown
- Supplier Northwind ComponentsScore 91 · 30-day termsRead
- Purchase order PO-1047Last price £25.00 · 14 SepRead
Suggested actionsEach needs your approval
- Send for approval
- Edit lines
- Email Northwind
COBALT ERP INTELLIGENCE
Ask a question. See a way forward.
Meet Cobalt ERP Intelligence, the assistant built into your ERP. Every answer comes from your own orders, stock and accounts.
Your orders, stock and books sit in 3 systems.
Every answer takes 2 days and a spreadsheet.
What if your ERP could answer?
Ask Cobalt ERP IntelligenceCobalt ERP IntelligenceReading the records…Supplier invoices · this week · 14 checked
Two of fourteen need a decision. The disputed amounts total £148; the other twelve match their orders and receipts.
SupplierIssueIn disputeStatus
NCNorthwind ComponentsBILL-09124 units not received£100.00Hold
AFAtlas FastenersBILL-0918Price above order£48.00Review
BPBrightline PackagingBILL-0921Matched£0.00Ready
RecommendedAsk Northwind to deliver the 4 missing units or issue a credit note.
Ask Cobalt ERP IntelligenceCobalt ERP IntelligenceReading the records…Cash forecast · weeks 42–47 · 3 companies
Cash stays above your buffer. The low point is £60k at the end of October, after the payment run, £20k above the £40k buffer.
Closing cash by week · £000Buffer £40k
W42W43W44W45W46W47
RecommendedKeep the 30 October payment run as planned.
Cobalt ERP Intelligence
Three separate illustrative snapshots of Cobalt ERP Intelligence answering business questions.
- Can we deliver all 400 cases on Friday? Not in full: 320 cases can ship on Friday from stock in Leeds and Bristol, and the remaining 80 follow on Monday 12 October when purchase order PO-2291 arrives. Cobalt recommends offering a split delivery.
- Which supplier invoices need attention? Two of fourteen. Northwind Components invoiced for 4 units not yet received, £100, and Atlas Fasteners charged above the order price, £48. Cobalt recommends asking Northwind for the missing units or a credit note.
- How does cash look over the next six weeks? Cash stays above the buffer: the low point is £60,000 at the end of October, after the payment run, which is £20,000 above the £40,000 buffer.
Explore Cobalt ERP Intelligence
Illustrative records and figures. No live data is retrieved and no business action is taken in this example.
ROOM FOR THE WHOLE BUSINESS
Give every team the context it needs.
Cobalt covers more than the warehouse and the accounts. The people, projects, service jobs and customer relationships that keep the business running are in the same place.
Stock & warehouse
Know what’s in every location and bin, with batch and serial numbers that follow each item from delivery to dispatch.
ReceivingPicking & packingReturns
Explore warehouse management
Delivery & drivers
Plan delivery runs, assign vans and drivers, and keep photos and signatures with the order.
Route planningDriver runsProof of delivery
Explore delivery planning
People & time
Keep employee records, leave, timesheets and approvals in one place.
Explore people & timeService & field work
Keep engineers, van stock, parts, time and customer sign-off connected to the service job.
Explore field serviceProjects & profitability
Track income and costs for each project and see what is driving the margin.
Explore project profitabilityRecurring revenue
Bill subscriptions and handle renewals alongside one-off orders for the same customer.
Explore subscription billingCustomer self-service
Let trade customers order, check invoices and see their account online, or order over WhatsApp.
Explore customer self-serviceYour connected tools
Connect your accounting package, spreadsheets and the other tools your team already uses.
Explore integrationsWhat’s included, and the usage limits, depend on your plan.
See what’s includedFINANCE WITH THE FULL PICTURE
Understand the activity behind your numbers.
Your accounts sit in the same system as the orders, deliveries and payments behind them. Open any figure to see the transactions that make it up.
Trace financial results to the transactions behind them.
What’s coming in, and what’s going out?
See who owes you, who you owe and what’s in the bank, next to your cash forecast.
Where are we making money?
Compare results with budget, by project or cost centre, and open the transactions behind any number.
How is the whole group doing?
Combine the accounts of several companies and currencies, and close each month with the right checks in place.
PERMISSIONS, APPROVALS & AUDIT HISTORY
Keep accountability clear as work moves forward.
Decide who can see and change what. AI and your team can prepare the work, only the right person can approve it, and every decision is recorded.
How responsibility is kept clear
- PrepareAgents assemble the work
- ReviewYour team checks the proposal
- ApproveAn authorised person decides
Preparing something is not the same as being allowed to approve it.
Keep approval with the right people
AI can look into things, do the sums and draft. Your team still approves postings, payments and anything else that needs a sign-off.
Approval boundariesUnderstand how a decision was reached
The history on every record shows what happened, who did it and which transactions back it up.
Records & audit historyAGENTIC WORKFLOWS
Hand off the legwork. Keep the decision.
Give Cobalt a task. Its agents check the records, prepare the work and pass it along, then a person approves what happens next.
One shortage becomes 9 emails and 4 handoffs.
Every handoff waits for someone to chase it.
What if your ERP did the legwork?
Give Cobalt a taskAgentsRunningComplete
- Bank agentMatching 3 bank accounts…3 of 3 accounts matched
- Accruals agentAccruing open deliveries…£4,250 accrued
- Assets agentRunning depreciation…£11,480 on 42 assets
- Review agentChecking the trial balance…No exceptions found
RK
Period close 2026-09Alder Group · 3 companiesReady
Bank3 of 3 accounts matchedAccrualsJNL-2041 · £4,250DepreciationJNL-2042 · £11,480ReviewNo exceptions
Prepared by 4 agents
Waiting for Riya Kapoor
Cobalt ERP IntelligenceAgentic workflows
An example of Cobalt agents working through two tasks with illustrative records: one where agents take the work in turn, and one where several work at once.
- Prepare replenishment for the A-200 shortage. The inventory agent finds 80 brackets free and 20 short, the planning agent works out that 20 are needed by Monday 12 October, and the purchasing agent drafts purchase request PR-0417 for £500 from Northwind Components. Sam Patel, the buyer, approves it.
- Close the books for September. Three agents work at the same time: the bank agent matches 3 of 3 bank accounts, the accruals agent accrues £4,250 for open deliveries in JNL-2041, and the assets agent runs £11,480 of depreciation on 42 assets in JNL-2042. The review agent then checks the trial balance and finds no exceptions. Riya Kapoor, the finance lead, closes the period.
Explore agentic workflows
Illustrative workflows. Agents read records and prepare drafts; nothing is approved, sent or posted until a person decides.
INDUSTRY PACKS
Built around the way your business operates.
Start from an industry pack or a starter template for your trade. The screens and workflows fit the way you work, on the same connected records.
01 / Distribution
Wholesale & distribution
Connect customer pricing and replenishment with warehouse activity and delivery planning.
- Customer pricing
- Replenishment
- Dispatch
02 / Manufacturing
Manufacturing & assembly
Bring customer demand, materials, capacity and production into the same planning process.
- Materials
- Capacity
- Production
03 / Field service
Field service & installation
Keep the engineer, parts, time and customer sign-off linked to each job.
- Scheduling
- Parts & time
- Customer sign-off
04 / FMCG
FMCG & fresh
Track every batch and best-before date, pick first-expired-first-out and price promotions on the same records.
- Batches & expiry
- FEFO picking
- Promotions
05 / Electrical
Electrical & industrial
Sell from catalogues of thousands of lines, with supplier price files and serial numbers kept current.
- Price files
- Serial tracking
- Large catalogues
06 / Rental
Rental & hire
Book equipment by date rather than quantity, and handle off-hire, damage and re-hire on the same records.
- Availability by date
- Off-hire
- Damage & re-hire
GETTING STARTED
Start with the way you work today.
Bring your data across, set things up the way your business runs, and try the workflows with the people who’ll use them.
- 01
Your data
Import and review your records
Bring in customers, suppliers, products and opening balances. Check how the fields line up and fix anything odd before you accept the import.
Reviewed records
Explore AI-assisted onboarding - 02
Your configuration
Configure your business structure
Set up companies, locations, roles and approval workflows, then choose the modules and integrations your teams need.
Defined access & approvals
Explore the platform - 03
Your workflows
Try the workflows with your team
Walk through each workflow, including what it does to the accounts. Agree who does what, and who approves, before you go live.
Tested business processes
See how it works
PLANS & PRICING
Choose the right plan for your business.
Each plan shows what’s included, how many people can use it and what an extra user costs. Start with what you need today and move up later.
Growth
Connect sales, purchasing, finance and your team.
From€599/ month
10 staff users included
- Sales, purchasing & stock
- Accounts & bank reconciliation
- Warehouse, HR & works orders
- Cobalt ERP Intelligence assistant
- Unlimited stock locations
Book a demo
Extra staff: €60/user/month.
Up to 20 staff users in total.
AI onboarding from €1,799 one-off
AI support from €249/month
Scale
Add detailed approvals and tighter financial control.
From€1,499/ month
20 staff users included
- Everything in Growth, plus:
- Approval rules for 12 document types
- Budgets & cost centres
- Manufacturing routing
- Webhooks & API access
Book a demo
Extra staff: €75/user/month.
Up to 40 staff users in total.
AI onboarding from €4,499 one-off
AI support from €599/month
Premier
Most popularRun complex operations across several companies.
From€3,499/ month
40 staff users included
- Everything in Scale, plus:
- MRP & capacity planning
- Multi-company consolidation
- Custom multi-level approvals
- Dedicated account manager
Book a demo
Extra staff: €90/user/month.
Up to 80 staff users in total.
AI onboarding from €10,999 one-off
AI support from €1,499/month
Enterprise
Everything in Premier, with users, storage and limits set for your organisation.
From€9,499/ month
Configurable staff users
- Everything in Premier, plus:
- Your own private cloud
- Users & limits agreed with you
- Dedicated account manager
- Dedicated support service level
Explore Enterprise
Users, storage and limits agreed with you.
AI onboarding from €29,999 one-off
AI support from €3,499/month
Monthly starting prices in EUR, excluding VAT. Features and allowances vary by plan; additional staff cost extra. Optional AI onboarding is charged once and AI support monthly, separately from the standard setup-fee waiver. You choose your plan with us during your demo and confirm your final scope and quote before ordering.
Full pricing, limits & add-onsFREQUENTLY ASKED QUESTIONS
Questions about working with Cobalt.
Find out how Cobalt fits your business, what Cobalt ERP Intelligence does and how to choose the right plan.
See the full feature listWho is Cobalt ERP for?
Growing businesses that buy, stock, make, sell and deliver goods, and have outgrown an accounting package and a set of spreadsheets. Wholesalers, manufacturers, field service teams and hire companies run their finance and operations in one system, set up around the way their trade works.
Which parts of the business does Cobalt cover?
Finance and accounting, sales and CRM, purchasing, inventory and warehouse, manufacturing and quality, projects, people, documents, and reporting with carbon and ESG. Every module works on the same records, so a sales order sets stock aside, a delivery is ready to invoice and the accounts update as the work happens. Your plan sets which modules your team uses.
What can Cobalt ERP Intelligence do?
It answers questions from your records, runs reports you ask for in plain English, and drafts orders, invoices and purchase orders from a photo, an email or a sentence. Agents take on tasks with several steps, such as the checks before a month-end close, and hand the finished work to a person. The figures and business rules come straight from your records, and the AI explains the answer in plain English.
Does anything happen without our approval?
By default, agents read records and prepare drafts. An administrator can enable bounded, reversible actions for specific tasks within configured limits. Posting to the ledger, sending a message or committing money still requires the right approval. Every action is recorded in the audit history.
How do we move across from our current system?
Import what you have, from spreadsheets or exports from your current system. Our setup assistant reads it first, points out duplicates and gaps, and suggests your numbering, tax codes and approval rules for you to confirm. Review the proposed workflow and opening balances before processing live transactions.
Do all plans include everything?
No. Each plan includes a different set of capabilities and usage allowances. Compare the pricing page and detailed feature list to choose the scope that fits your business.
CONNECTED, ON YOUR TERMS
Works with the tools you rely on.
Use Cobalt alongside the tools your team already works in, and connect it to your customer channels and your own systems.
Explore integrationsCSV import and export are available too. Connection types and availability vary by plan.
THE ERP THAT WORKS AHEAD OF YOU
Bring the whole business into view.
Give everyone the same up-to-date picture, so planning, decisions and follow-up happen in one place.