One system for the whole business.
Finance, operations and people, working from the same records.
An order affects stock, delivery and cash. Cobalt keeps that work connected, with AI agents checking the details and preparing the next step for your team.
Follow the work across your business.
See how a customer order becomes a stock commitment, a delivery and an invoice. Each team can see the records behind the next decision.
Can we deliver all 400 cases on Friday?
One question brings sales, stock, purchasing and delivery into the same conversation.
Sales · stock · purchasingIllustrative records| Record | Quantity | What it means |
|---|---|---|
| Stock on hand | 480 cases | Physically available |
| Existing commitments | 160 cases | Reserved for other orders |
| Expected Monday receipt | 80 cases | Incoming supply |
320 cases for Friday. 80 expected Monday.
480 less 160 leaves 320 cases available. Confirm the incoming receipt and agree a split delivery before changing the promise.
Sell
Quotes, sales orders and invoices, with nothing typed twice. Each customer's prices fill in on their own, and confirming an order sets the stock aside for them.
Buy
Purchase orders, deliveries in and supplier invoices. Each invoice is checked against the order and the delivery, so you pay for what actually arrived.
Stock
See what you have at every location. Deliveries, picks, transfers, adjustments and returns all update the count as they happen.
Control
Approvals, a full history of changes and reports, so you can always see who approved something and why.
What each part of the system covers.
- Sales — quotes, sales orders, customer price lists, holding stock for orders, approvals, invoices and credit notes.
- Purchasing — purchase requests, purchase orders, supplier confirmations, deliveries in, supplier invoices and checking each invoice against the order and delivery.
- Stock — stock at every location, bin locations, batch and serial numbers, transfers, adjustments, stock counts and a history of every movement.
- Warehouse — putting stock away, picking, packing, dispatch and proof of delivery, with the paperwork created from the order instead of typed again.
- Delivery — delivery runs with several drops, vehicles, drivers and the order of stops, with proof of delivery saved on the order.
- Finance — transaction-linked accounting, bank reconciliation, VAT and month-end close, with the source records behind each posting. See Finance.
- People — staff records, roles, permissions and approval thresholds.
- Portals — customers and suppliers log in to place orders and share documents themselves, instead of sending emails.
- Intelligence — an AI assistant in every record that reads the details and drafts the next step for you. See Cobalt ERP Intelligence.
Investigate the difference from the same records.
Most small businesses run three or four tools that each hold part of the picture: an accounting package, an inventory app, a spreadsheet of promised dates and a shared inbox. Every figure that matters has to be pieced together from them by hand.
Follow the source transaction
An order, receipt and invoice stay linked. Your team can trace a difference back to its source, review the posting and resolve it without assembling separate exports.
Answers in one place
To answer “What can we promise this customer?” you see current stock, orders already promised and their agreed terms on one screen, instead of in three exports.
One subscription
One subscription covers the whole business. See pricing for a side-by-side cost against running separate tools.
Related pages.
Frequently asked questions.
Is Cobalt ERP a full ERP or an inventory app?
A full ERP. It covers sales, purchasing, stock, warehouse, delivery, staff and the books in one system, instead of handling stock and leaving the rest to an accounting package.
Do I have to use every module?
No. Turn on the parts you need. An industry pack decides what is switched on at the start, and you can change it later without starting again.
Can it run more than one company?
Yes. Growth covers one legal company, Scale up to five and Premier up to ten. On Enterprise, the number is agreed with you.
Does it work with my accountant?
Yes. Cobalt ERP syncs directly with Xero and QuickBooks, produces VAT-ready invoices and gives clean exports for Sage. See working with your accountant.
How long does it take to go live?
The timing depends on your data, workflows and scope. The Setup Agent helps review imports and suggest configuration. Your team validates the records, permissions and opening balances before going live.
One system instead of four.
Start with the workflows your team needs. Connect the records, agree the approval rules and build from there.
Book a demo