Sales orders, purchasing, stock and invoicing in one buy · stock · sell system.
Every order, receipt and stock movement flows through the same place, so your numbers reconcile on their own — no spreadsheet forensics, and no figures quietly going missing between tools.
Quotes, sales orders and invoicing — quote to cash without re-keying a thing.
Purchase orders, receiving and supplier invoices, three-way matched as goods land.
Live availability across locations, with every movement tracked automatically.
Approvals, a full audit trail and reports — so nothing moves without a record.
Your customers already use WhatsApp. Now it takes their orders.
Your customer texts your number and picks from a numbered list of your live products. Cobalt applies their agreed prices, VAT and stock, and queues the order for your approval. Nothing to download, no portal to apologise for — and because it is a list rather than a chatbot, it cannot mis-read what they meant.
A normal WhatsApp message — no app, no portal, no login.
Your live product list, their agreed prices, VAT applied, stock checked.
One tap. Stock is issued and the invoice follows automatically.
24 × Pro Widget
10 × 2m cable9:41
| 24 × Pro Widget | £1,152.00 |
| 10 × 2m Cable | £45.00 |
| VAT (20%) | £239.40 |
| Total | £1,436.40 |
- CUSTOMER
- Greenleaf Wholesale
- ORDER DATE
- 10 Jun 2026
- LINES
- 2
- TOTAL
- £1,436.40 incl. VAT
AI that answers from your ledger, not from a guess.
Ask “who owes me money?” and Cobalt runs your aged debtors — the same query the report runs — then writes the sentence around the real figures. No model call, no per-message cost, and nothing sent to a third party. There is a paid model layer underneath, and it is switched off until someone deliberately turns it on.
who owes me money?
Across 14 customers you are owed £38,204.16.
£9,412.80 of that is over 60 days, mostly Vertex Logistics (£6,118.00, 74 days).
functionCalculated from your ledger- Twenty capabilities, not a chatbot. Fifteen questions it can answer and five drafts it can prepare — declared in one manifest the app refuses to start without.
- It never posts. It drafts; you confirm; the ordinary ERP service does the write under your own login and permissions.
- Every answer is labelled. Calculated, rule, deterministic, curated or AI — a figure from your ledger can't dress itself up as something a model wrote.
- Documents read on-device. Drop in a supplier bill and each field arrives with a confidence score and a citation back to the page.
Accountant handoff, without the jargon.
Today, Cobalt hands clean data to your accountant — CSV exports of invoices, customers and products, mapped for Xero, QuickBooks or Sage. Full in-app accounting — chart of accounts, bank reconciliation and reports — is in beta with early-access teams, not yet part of the standard plans.
Accounting is currently in beta. Core ledgers, postings, and reports are available, but should be reviewed before statutory filing or formal audit use.
Make it yours. Bring your data.
Your fields, your statuses, your document numbering, your approval rules. Rename it, hide it, rearrange it — Cobalt bends to how you trade, not the other way round.
- checkCustom fields & statuses
- checkApproval workflows
- checkRoles & permissions
- checkDocument numbering
CSV imports for customers, products, stock and open balances get you off Sage or spreadsheets in an afternoon. An API and webhooks keep everything else in sync.
- checkCSV import for everything
- checkGuided migration from Sage & Excel
- checkREST API & webhooks
- checkNo lock-in — export anytime
Live in under a week. Not next quarter.
Traditional ERPs mean months of consultants and a six-figure bill — with a comma you didn’t budget for. Cobalt is self-serve: import your data, set your rules, invite your team, and take your first real order — usually inside five working days.
CSV or guided migration from Sage & Excel — customers, products, stock and open balances.
Numbering, tax codes, locations and approval workflows — point and click, no scripting.
Roles and permissions in minutes. Buyers, approvers and finance each in the right lane.
You’re live. Orders flow in over WhatsApp, invoices raise themselves, stock and VAT stay in sync.
Return on day one — not year one.
No implementation fee to earn back, no consultant on permanent retainer. The moment you go live, the busywork that used to eat your week clocks off and starts paying you back.
No consultants needed, no setup invoice, no lock-in. Self-serve from the very first click.
Take orders over WhatsApp the same afternoon you switch Cobalt on.
Orders, invoices and VAT that used to be manual now run themselves.
One source of truth — stock, sales and the ledger always agree.
Built for the way small trading teams actually work.
Whatever brought you here, there's a focused walkthrough — pick the job you need to solve.
Simple pricing. No “contact sales” maths.
Simple monthly pricing: pick the plan that fits, change it whenever you need, and leave without a lengthy goodbye.
- check5 staff users · 1 stock location
- checkQuotes, sales orders & invoices
- checkCustomers, products & price lists
- checkPurchasing: POs, receipts & supplier invoices
- checkCustomer & supplier portals
- checkLive stock & movement history
- check1 GB attachment storage
- checkStandard support
- check15 staff users · unlimited locations
- checkEverything in Launch, plus:
- checkMulti-location stock, bins & WMS
- checkManufacturing (BOMs), CRM & HR
- checkCobalt Intelligence assistant
- checkAccounting (beta) + Xero / QuickBooks sync
- check25 GB storage · 1,500 OCR pages/month
- checkPriority support
- check50 staff users · unlimited locations
- checkEverything in Growth, plus:
- checkCost centres, fixed assets & budgets
- checkReplenishment, transfers & serial tracking
- checkReturns / RMA & driver workflow
- checkCustom roles, SoD & approval matrix
- checkPublic REST API & webhooks
- check150 GB storage · Priority SLA
- check200 staff users · additional seats available
- checkEverything in Scale, plus:
- checkVolume rebates with automatic GL accrual
- checkAppend-only price history
- checkSSCC pallet labels & nesting
- checkPer-module period locks
- check3 TB storage · 50,000 OCR pages/month
- checkDedicated account manager & SLA
Planned · SSO/SAML + SCIM · multi-entity consolidation · Peppol/EDI e-invoicing · report builder
Dedicated cloud from £2,499/month
Join waitlistSetup fees waived until 31 December 2026.
Questions, answered.
The short version of what teams ask right before they switch to Cobalt. Still on the fence? Sign up and take your first order this week — the spreadsheets will understand.
What is Cobalt ERP?
Cobalt is a simple, lightweight, cloud-ready ERP for small teams and SMB distributors. It runs the whole buy · stock · sell cycle — sales orders, invoices, purchase orders, receiving, live stock across locations, and approvals with a full audit trail — in one tidy system instead of seven spreadsheets.
Who is Cobalt for?
Small teams and growing SMB distributors who have outgrown spreadsheets but don’t want a six-figure, consultant-led ERP. If you buy stock, hold it across one or more locations, and sell it on with invoices and VAT, Cobalt fits.
How does taking orders from WhatsApp work?
Your customer texts your WhatsApp number and replies to a numbered list of your live products. Cobalt applies their agreed prices, VAT and stock, then queues the order for your approval. One tap approves it; stock is issued and the invoice follows automatically. It is in early access: your team registers each buyer's number first.
Can I manage sales orders and purchase orders?
Yes. Cobalt runs the full order workflow: quotes, sales orders with approvals, purchase orders, goods receipt and supplier invoices with 3-way match — each with live stock and pricing on every line.
Does Cobalt ERP include inventory?
Yes. Live stock is built in across one or more locations and updates automatically with every sale, receipt and adjustment — no separate inventory app to bolt on or keep in sync.
Is Cobalt ERP an alternative to Xero?
Not quite — it's complementary. Where Xero is accounting software, Cobalt is operational ERP: it runs your quotes, sales orders, purchase orders and live stock, then exports clean figures to Xero or your accountant. Many teams keep Xero for the books and run the day-to-day in Cobalt.
Does Cobalt ERP replace QuickBooks?
Cobalt replaces the spreadsheets and bolt-on inventory apps around QuickBooks — sales orders, purchasing, stock and invoicing in one place — and exports cleanly so QuickBooks or your accountant handles the final accounts. It’s an operational ERP, not a drop-in bookkeeping replacement.
Can my accountant export the data?
Yes. Everything exports to CSV — customers, products, invoices and ledger figures — and higher plans add direct Xero, QuickBooks and Sage integration, so your accountant gets clean numbers without re-keying.
Is WhatsApp ordering included?
Yes, on every plan. Buyers reply to a numbered list of your live products and the order arrives priced and ready for one-tap approval. It is early access — your team registers each buyer's number, and new buyers send a one-time join code while we complete Meta Business verification.
How long until we’re live?
Usually under a week. Cobalt is self-serve — import your data on day one, set your rules, invite your team, and take your first real order, typically inside five working days. No consultants needed, and no implementation fee to earn back.
Does Cobalt handle UK VAT?
Yes. VAT is calculated automatically on orders and invoices, and the figures export cleanly — VAT totals, chart of accounts, bank reconciliation and reports — ready for your accountant to review and file. The accounting module is in beta for early-access teams.
Can I export my data? Is there any lock-in?
No lock-in. Your data is yours and you can export it anytime, plus a REST API and webhooks keep everything else in sync. There’s no contract to escape and no setup invoice to recover.
What does Cobalt cost?
Simple monthly pricing with no “contact sales” maths. Launch is £49/month, Growth £129/month (our most popular), Scale £299/month, and Premier £999/month for enterprise teams. There is a one-off setup fee, currently waived until 31 December 2026, and you can change plans whenever you need.
Ready to retire the spreadsheets?
Sign up, bring your data, and take your first order this week. No consultants needed, no six-month rollout — Cobalt does the boring-but-critical bits so you don’t have to (and your evenings stay yours).
Join waitlist