01

Part of B2B Portal

B2B Account Statements in Roy, Utah

Self-service statements and settlement for Roy B2B partners. Invoices, credit notes and open balances — wired to the ERP.

  • Distributor Portal
  • Custom Pricing
  • Credit Management
  • Quote-to-Order
  • Incentives
  • Shipment Tracking
  • Account Statements
02How it works

How Account Statements works inside B2B Portal

  1. Unburden Your Internal IT Resources

    Your IT department should be a strategic driver, not a perpetual support desk for a failing B2B system. Our platform is designed for commercial user self-service, from updating catalogs to configuring pricing rules. By delivering a stable, secure, and intuitive system, we drastically reduce the support ticket volume that burdens your technical teams. We manage the infrastructure, and since we manage your platform end-to-end, there's no vendor lock-in. This frees your IT talent to focus on high-priority initiatives that drive core business growth, rather than maintaining legacy software.

  2. A Platform Built For High-SKU Catalogs

    Managing a catalog with thousands or tens of thousands of SKUs presents a significant technical challenge. Our platform is architected specifically for this complexity. We employ powerful search, filtering, and faceting capabilities that allow users to find the exact product they need in seconds. The system handles complex product relationships, attribute sets, and large data volumes without performance degradation. Stop forcing your partners to navigate slow, cumbersome spreadsheets or outdated catalogs. Give them a powerful tool that makes it easy to do business with you, regardless of your product line's breadth.

  3. Real-Time Inventory Visibility Across All Locations

    Nothing erodes partner trust faster than accepting an order for an out-of-stock item. Our platform provides a unified, real-time view of inventory across all your warehouses and fulfillment centers. Through tight integration with your ERP or WMS, the portal displays accurate, up-to-the-minute stock levels to your distributors. Prevent backorders and give your partners the confidence to commit to their own customers. This transparency transforms your inventory from a source of frustration into a strategic asset, improving fulfillment rates and strengthening your entire supply chain.

  4. Shift From a CapEx Burden to Operational Agility

    Massive, upfront capital expenditures for enterprise software are a relic of the past. Our commercial model aligns with modern financial strategy, allowing you to procure a custom-grade B2B portal as an operational expense. Pricing is one flat monthly plan with no setup fee. This OpEx-friendly approach, combined with the ability to month-to-month engagement, provides unparalleled financial flexibility and budgetary control.

  5. Eliminate Costly Manual Order Entry Friction

    Manual order processing via phone, email, and spreadsheets is a significant drag on operational efficiency and a primary source of costly errors. Our B2B portal automates this entire workflow, allowing your partners to place complex, accurate orders 24/7. This shift to a self-service model drastically reduces administrative overhead and order fulfillment mistakes. Your customer service and sales teams are freed from tedious data entry, allowing them to focus on high-value activities like strategic account growth and strengthening partner relationships, directly impacting revenue and partner satisfaction.

  6. Monthly Pricing Without a Setup Fee

    Capital expenditure on enterprise software is always a risk. We eliminate it entirely. There is no setup fee; you pay a single flat monthly plan. You get to see, test, and validate that the solution meets every one of your operational requirements before a single invoice is generated. It shifts the risk from you to us, guaranteeing performance.

03Questions

Frequently Asked Questions

What types of businesses benefit most from this ERP?

Our ERP & Finance Core is ideal for mid-market B2B companies struggling with disconnected systems, manual processes, and a lack of clear financial visibility. If you're using a patchwork of spreadsheets, entry-level accounting software, and other disparate tools, you're a perfect candidate. We provide the foundational structure needed to scale operations efficiently, automate core financial workflows, and gain the strategic insights necessary to compete and win in your market.

Can the ERP manage project accounting and job costing?

Yes, absolutely. For project-based businesses, our ERP & Finance Core provides powerful project accounting and job costing modules. You can track project-specific expenses, labor costs, and revenues in real-time. This allows for precise budget management, profitability analysis on a per-project basis, and more accurate future bidding. The system consolidates all project financial data, giving you the granular visibility needed to ensure every project is a profitable one.

Does the system offer mobile access for executives?

Yes. We understand that leaders need information on the go. Our ERP & Finance Core is designed with a responsive interface that works flawlessly on any device—desktop, tablet, or smartphone. Executives can securely access key performance dashboards, approve transactions, and review critical financial reports from anywhere in the world. This mobile accessibility ensures that decision-makers always have the real-time data they need at their fingertips to steer the business effectively.

What is the cost of an ERP-integrated storefront?

Our pricing is transparent and value-driven, tailored to the complexity of your ERP integration and feature requirements. We provide a firm, fixed-price quote after our initial discovery call. This ensures there are no surprises or hidden fees down the line. The key benefit? You pay one flat monthly fee, with no setup fee. We are confident in our ability to deliver a solution that meets your exact needs and drives significant ROI.

Can I cancel the project midway through?

Billing is monthly, with no setup fee. This "approve first, pay later" policy ensures that we are fully aligned with your goals from start to finish. Our 30-day delivery timeline and transparent process are designed to give you confidence and peace of mind, making the need for cancellation highly unlikely.

Who handles website hosting and maintenance?

We provide recommendations for high-performance hosting environments, but you have complete freedom to choose your provider. Since we manage your platform end-to-end, you are not tied to our services. We can deploy the site to your preferred host as part of the launch process. For maintenance, we offer optional packages, but you can also manage it in-house or with another provider. This ensures you maintain full control over your operational costs and technical infrastructure.

How much does a custom MRP system cost?

We provide a fixed, transparent quote based on your specific operational needs, so you know the full cost upfront. Pricing is one flat monthly plan with no setup fee. This de-risks your investment and guarantees the solution meets your exact specifications before you commit a single dollar. We focus on delivering tangible value that provides a clear return on investment, making custom software accessible and predictable for your manufacturing business.

How do you handle data migration from my old systems?

We manage the entire data migration process to ensure a seamless transition. Our team works with you to map data from your legacy systems, spreadsheets, or outdated software into the new platform. We perform cleansing and validation to ensure data integrity before executing a carefully planned migration that minimizes downtime. Our goal is to have you up and running on day one with all your historical and operational data intact, accurate, and ready to use.

Can you build a system for quality assurance and compliance?

Yes, we specialize in building integrated Quality Management Systems (QMS). We can digitize your quality control checklists, automate non-conformance reporting (NCR), and create a centralized repository for compliance documentation and certifications. This provides a clear audit trail, ensures adherence to industry standards like ISO 9001, and helps you track quality metrics in real-time. By embedding quality assurance into your operational workflow, you can reduce defects and improve customer satisfaction.

How does your system handle supplier and purchase order management?

We create a centralized procurement module to streamline your entire purchasing lifecycle. You can manage supplier information, generate and send purchase orders, track order status, and manage receiving processes all in one place. The system can be configured to automatically suggest reordering based on inventory levels and production forecasts, preventing stockouts. This integration provides better control over your supply chain, improves supplier communication, and ensures you have the right materials when you need them.

05Start here

Built in 30 days. One flat monthly plan, no setup fee.

Book a free 30-minute strategy call. We'll map your Roy operation and scope the first build.

  • Monthly base + 1% of eligible revenue
  • Unlimited builds
  • Month-to-month

No commitment and no sales pressure. Just a real conversation about your operation.