AI-ready ERP • Retail • Wholesale • Inventory • AP / AR

ERP visibility without enterprise complexity.

SMBFlow helps growing small businesses manage customers, invoices, inventory, accounts payable, accounts receivable, document flow, audit logs, backups, campaign tracking, and admin controls from one simple platform.

30K+Built from experience serving high-volume customer operations.
100K+Designed to support large customer record volumes.
250K+Designed for product, item, SKU, and inventory datasets.
1M+Built for orders, invoices, payments, stock movements, AP, AR, and ERP transactions.

Built for serious small businesses

SMBFlow is designed for teams that are outgrowing spreadsheets and basic bookkeeping tools, but do not want the cost and complexity of enterprise ERP.

Built from 30,000+ customer experience

Designed for serious SMB operations with high-volume users, 100,000+ customer records, 250,000+ products/items, and 1M+ orders, invoices, payments, stock movements, and ERP transactions.

ERP-grade document flow

Trace invoices, purchase orders, AP invoices, stock movements, accounting entries, statements, and exports.

Audit-ready controls

Track changes, email attempts, retries, follow-ups, backups, campaign links, and admin activity.

Marketing-to-customer flow

Capture demo leads, track UTM campaigns, manage follow-ups, and convert leads into customers.

Core ERP modules

One system for the operational work that usually gets scattered across spreadsheets, email, accounting tools, and manual follow-ups.

Customers

Customer master, credit terms, statements, balances, notes, and follow-ups.

Invoices / AR

Invoices, payments, AR aging, print, email, exports, and customer visibility.

Inventory

Products, stock movements, valuation, low stock, and inventory health.

Accounts Payable

AP invoices, vendor statements, AP aging, payments, and exports.

Document Flow

Trace sales, purchasing, stock, AP, AR, and accounting activity in one view.

Campaign CRM

Lead capture, UTM tracking, short campaign links, click logs, ROI scoring, and recommendations.

Admin Controls

Email outbox, audit logs, backups, restore checklist, release notes, and system health.

AI-ready Foundation

Structured data foundation for future AI CFO, recommendations, alerts, and decision support.

Security, trust, and operational controls

SMBFlow is being built with the controls small businesses need before operations become difficult to manage: audit visibility, backup readiness, protected admin tools, API key controls, integration logs, and system health monitoring.

Audit log visibility

Track important business and admin activity so teams can understand what changed, when it changed, and where operational activity happened.

Backup readiness

Built with backup status checks, manual backup controls, backup download support, and restore checklist visibility for safer operations.

Protected admin tools

Admin dashboards are protected behind login access and designed to separate public pages from sensitive operational tools.

API key controls

Integration settings include API key generation, masked API key display, regeneration, disable/activate controls, and inbound API authentication.

Inbound API security logs

SMBFlow logs inbound API usage including successful calls, invalid API keys, validation failures, rate-limited requests, IP address, user-agent, and timestamp.

Integration health scoring

Each integration can be monitored with health status such as Healthy, Warning, Critical, or No Activity based on inbound calls, webhook events, and failures.

Webhook event tracking

Outbound webhook activity is logged with event type, direction, target URL, response status, delivery status, error message, and event timestamp.

Document flow visibility

ERP-style document flow helps connect customers, invoices, payments, AP, AR, inventory movement, and operational history into one traceable view.

Built for safer growth

SMBFlow is not just a simple data-entry app. It is being built as an operational control system for growing businesses that need visibility across transactions, integrations, users, campaigns, backups, audit activity, and business workflows.

Integration-ready for the tools your business already uses

SMBFlow is being built with an API-ready foundation so growing businesses can connect CRM, accounting, eCommerce, automation, POS, warehouse, and custom applications as integration needs grow.

CRM integrations

Designed to support lead, customer, contact, follow-up, and campaign data connections with CRM systems and sales tools.

Accounting and finance tools

Built with operational AP, AR, invoices, payments, exports, and document flow data that can support accounting and finance integrations.

eCommerce and POS systems

Designed for future connections with order sources, product catalogs, customer records, invoice activity, payments, and inventory movement.

Automation platforms

API-ready direction for n8n, Make.com, Zapier-style workflows, Google Sheets, email automations, and custom business process automation.

Inbound API-ready workflows

External systems can be connected to send leads, customers, orders, products, inventory activity, or other business records into SMBFlow when integration endpoints are enabled.

Outbound webhook-ready workflows

SMBFlow can be extended to notify outside applications when important events happen, such as invoice created, payment received, lead captured, customer converted, or stock updated.

CSV import/export fallback

For small businesses that are not ready for full API integration, SMBFlow can still support practical CSV import/export workflows for customers, products, invoices, leads, campaign data, and reports.

Custom application connections

SMBFlow can be extended to connect with internal business applications, vendor portals, warehouse tools, custom websites, and specialized operational systems.

Integration roadmap

Planned integration controls include company-level API keys, webhook URLs, inbound API routes, outbound event logs, integration history, retry tracking, and admin-managed integration settings.

Ready to replace scattered spreadsheets?

See how SMBFlow connects customers, invoices, inventory, AP, AR, leads, campaigns, and admin controls in one workflow.

Simple implementation path

SMBFlow is designed to help small businesses move from scattered spreadsheets and manual tracking into a structured ERP-style workflow without a heavy enterprise implementation.

1. Book a demo

Share your business type, current process, customer volume, invoice flow, inventory needs, and what is causing the most operational pain.

2. Review your workflow

We review how you currently manage customers, orders, invoices, payments, inventory, AP, AR, vendors, and follow-ups.

3. Setup company profile

Add business name, address, phone, email, invoice footer, branding details, and basic admin configuration.

4. Import core data

Start with customers, products/items, opening balances, inventory records, vendor records, and pricing information where needed.

5. Configure ERP workflows

Activate invoices, payments, AP, AR, customer statements, vendor statements, inventory movement, document flow, audit logs, and exports.

6. Go live and monitor

Use dashboards, system health, backups, email outbox, audit logs, onboarding checklist, campaign tracking, and ROI scoring to run operations with better visibility.

Built for the way small businesses actually operate

SMBFlow is designed for businesses that need control across customers, orders, invoices, payments, inventory, vendors, follow-ups, and marketing leads — not just bookkeeping.

Retail businesses

Manage customers, products, invoices, payments, basic inventory, customer follow-up, and sales visibility from one platform.

Wholesale / B2B sellers

Support customer terms, statements, higher-volume invoices, document flow, AP/AR visibility, and operational reporting.

Warehouse and inventory-heavy teams

Track products, stock movements, inventory health, purchase flow, valuation, and vendor-related activity.

Service businesses

Track customers, invoice activity, payments, follow-ups, demo leads, and campaign sources from inquiry to customer.

Distribution businesses

Build visibility across customers, products, orders, invoices, AP, AR, inventory movement, and document flow.

Owner-operated companies

Give owners a clearer view of what is happening daily across sales, receivables, payables, inventory, leads, and follow-ups.

Why SMBFlow instead of spreadsheets or basic accounting tools?

Most small businesses start with spreadsheets, email, manual invoices, and accounting-only tools. That works early — until customers, orders, inventory, AP, AR, and follow-ups start growing.

Spreadsheets

Good for quick tracking, but hard to control when orders, inventory, payments, customer balances, follow-ups, and audit history grow.

  • No real document flow
  • No built-in audit trail
  • No automatic customer/inventory visibility
  • Easy to lose version control

Accounting-only tools

Useful for bookkeeping, but many small businesses also need operational visibility across customers, inventory, orders, vendors, campaigns, and follow-up.

  • Limited operational workflow
  • Weak campaign-to-customer tracking
  • Inventory and document flow can be limited
  • Often not built like an ERP workflow

Enterprise ERP

Powerful, but often too expensive, complex, and heavy for small businesses that need practical visibility without a large implementation project.

  • High implementation cost
  • Long setup timeline
  • Too complex for many SMB teams
  • Requires specialized support

SMBFlow

SMBFlow is designed to bring ERP-style visibility into a simpler platform for growing small businesses.

  • Customers, invoices, AP, AR, inventory, and document flow
  • Audit logs, email outbox, backups, and system health
  • CRM leads, campaign tracking, UTM links, and ROI scoring
  • Designed for high-volume SMB operations

Built for high-volume SMB operations.

Designed around 100,000+ customer records, 250,000+ items, and 1M+ ERP activity records.

Designed for high-volume SMB operations

SMBFlow is being built for growing businesses that need structure before operations become messy. The platform is designed around scalable ERP-style workflows, not small one-off spreadsheets.

100,000+ customer records

Designed to support large customer master data, customer balances, statements, credit terms, CRM leads, and follow-up activity.

250,000+ products and items

Designed for product catalogs, SKUs, inventory items, stock movement history, valuation, and reorder visibility.

1M+ ERP transactions

Built for high-volume orders, invoices, payments, AP invoices, AR records, stock movements, audit logs, and document flow activity.

500,000+ campaign interactions

Designed to track campaign short-link clicks, UTM sources, demo leads, follow-ups, conversions, ROI, and performance recommendations.

Simple pricing for growing businesses

Start small and upgrade as your operations need more control.

Retail Starter

$29 /mo

For small retail or service businesses.

  • Customers
  • Products
  • Invoices
  • Payments
  • Basic inventory

Retail Pro

$79 /mo

For growing retail businesses.

  • AR aging
  • Customer statements
  • Inventory valuation
  • Email outbox
  • Audit logs

Warehouse

$199 /mo

For inventory-heavy businesses.

  • Stock movement visibility
  • Purchase flow
  • AP/vendor statements
  • Backup diagnostics
  • System health

ERP Pro

$299 /mo

For small businesses needing ERP-grade control.

  • Full AP / AR visibility
  • Email retry and outbox
  • Audit trail
  • Backup and restore controls
  • Campaign ROI scoring

Built from real operational experience

SMBFlow is being built for business owners who need more than simple bookkeeping — they need visibility across high-volume customers, orders, invoices, inventory, AP, AR, marketing leads, campaigns, and follow-up.

Built from 30,000+ customer experience

SMBFlow is shaped by real-world experience supporting high-volume customer workflows, operational follow-up, customer records, and transaction visibility — with a platform direction designed for 100,000+ customer records and 1M+ ERP activity records.

Designed for high-volume business activity

Built to support 100,000+ customer records, 250,000+ products/items, 1M+ orders, invoices, payments, stock movements, AP/AR records, and campaign performance activity.

ERP-style control without ERP complexity

SMBFlow brings ERP concepts like document flow, audit trail, backups, statements, and operational reporting into a simpler small-business platform.

“I need to know what is happening.”

SMBFlow is built for owners who want one place to see customers, sales, invoices, payments, inventory, AP, AR, and follow-up status without jumping across disconnected files.

“I need control before the business grows messy.”

SMBFlow helps organize the operational foundation early, before spreadsheets, manual invoices, missed follow-ups, and inventory confusion become daily problems.

“I need marketing leads to become customers.”

SMBFlow connects public lead capture, UTM tracking, campaign short links, click logs, ROI scoring, and lead conversion into the customer workflow.

Need CRM or app integrations?

SMBFlow is being built with API keys, inbound API logs, webhook event logs, and integration health monitoring.

Frequently asked questions

Quick answers for business owners comparing SMBFlow against spreadsheets, basic accounting tools, and heavy ERP systems.

What is SMBFlow?

SMBFlow is an AI-ready ERP platform for growing small businesses. It helps manage customers, invoices, inventory, AP, AR, document flow, audit logs, backups, CRM leads, and campaign tracking.

Who is SMBFlow for?

SMBFlow is designed for retail, wholesale, service, warehouse, and inventory-heavy businesses that are outgrowing spreadsheets and disconnected tools.

Does SMBFlow replace QuickBooks?

SMBFlow focuses on operational ERP visibility. It can support invoices, payments, AP, AR, and reporting, but accounting/tax workflows should still be reviewed with your accountant.

Does SMBFlow support inventory?

Yes. SMBFlow supports products, inventory visibility, stock movements, valuation, low stock review, and inventory-heavy workflows.

Does SMBFlow support wholesale?

Yes. SMBFlow is built to support wholesale/B2B workflows such as customer credit terms, customer statements, document flow, and higher-volume customer and invoice activity.

Can SMBFlow track leads and campaigns?

Yes. SMBFlow includes demo lead capture, UTM tracking, short campaign links, click logs, campaign ROI, performance scoring, and plain-English campaign recommendations.

Is SMBFlow AI-ready?

Yes. SMBFlow is being built with structured ERP data so future AI workflows can support alerts, recommendations, cash flow visibility, lead follow-up, and decision support.

How do I start?

Book a demo, share your current workflow, and we’ll review which SMBFlow plan and setup path fits your business.

Does SMBFlow have audit logs?

Yes. SMBFlow includes audit log visibility for important activity so owners and admins can review operational changes, exports, admin activity, integrations, and business workflow events.

Does SMBFlow support backups?

Yes. SMBFlow includes backup readiness features such as backup status checks, manual backup controls, backup download support, and restore checklist visibility.

Can integrations be disabled?

Yes. Admins can disable or activate integrations, regenerate API keys, review masked API keys, and monitor inbound API usage and webhook event activity.

How are API keys handled?

SMBFlow integration API keys are generated per integration, displayed in masked form in the dashboard, and can be regenerated or disabled if needed.

Can I track failed API or webhook activity?

Yes. SMBFlow includes inbound API security logs, webhook event logs, integration health scoring, and CSV exports for reviewing successful calls, failed calls, invalid keys, rate limits, and webhook delivery issues.

Book a demo

Tell us about your business and we’ll show how SMBFlow can help you replace scattered spreadsheets, manual invoice tracking, inventory guesswork, and disconnected follow-ups.

What we’ll cover

  • Your current sales, inventory, AP, and AR workflow
  • Where your business is losing visibility
  • Which SMBFlow plan fits best
  • How marketing leads can convert into customers
  • What setup steps are needed before launch

Request a demo

Submit your details and we will contact you.

Built for operations, not just bookkeeping.

SMBFlow gives small businesses ERP-style visibility across sales, inventory, customers, vendors, payments, audit logs, backups, marketing campaigns, and follow-up workflows — without the heavy complexity of enterprise ERP.