For business owners
Cash, dues and profit at a glance, every morning
One screen tells you what you sold, what you are owed, what is running low and what is waiting for your approval. No calls to the accountant, no waiting for month end.
In short
SimpleERP is ERP software for small business owners in India. The dashboard shows sales, purchases, profit, money to collect and what needs approval, all derived from posted documents, so the numbers are current the moment an invoice is saved.
Illustration of the SimpleERP dashboard for Lakshmi Steel Furnitures: sales ₹18,42,600, net profit ₹4,12,800, ₹2,14,800 to collect, a sales versus purchases chart and top products.
What you open every morning
The dashboard. It is the first screen after sign-in and it answers the owner's questions before the first cup of tea is finished.
- Sales, purchases, net profit and money to collect for the year so far.
- Sales against purchases, month by month from April.
- Needs attention: leave to approve, expense claims waiting, low stock and quotations about to expire.
- Top customers and products, so you know who and what carries the business.
- A setup checklist in the first weeks, so nothing important is left half done.
Your screens
The five screens an owner lives in
Owners rarely need more than these five screens, and each one opens on a phone as well as a computer.
| Screen | Where | What you do there |
|---|---|---|
| Dashboard | Home | Read the day's numbers and the needs-attention list |
| Receivables | Payments › Receivables | See who owes what, by how long, and send a reminder |
| Reports | Reports | Profit and loss, balance sheet, sales by customer or product |
| Approvals | Expenses › Approvals, People › Leave | Approve claims and leave from your phone |
| Payroll runs | Payroll › Runs | Review the month's payslips, approve and pay |
Money owed to you
Know who owes you before you pick up the phone
Receivables ageing splits every customer's dues by how long they have been outstanding, straight from posted invoices and receipts, so you call the right customer about the right bill.
- Ageing buckets from not due to 90+ days, per customer.
- A reminder written for you, with the invoice numbers and the amount, to send on WhatsApp or email.
- Customer statements you can print and hand over.
Illustration of receivables ageing: ₹2,14,800 to collect across 5 buckets, with customer totals.
Profit
Profit on any day, not just at year end
Every invoice posts its cost of goods along with the sale, so the profit and loss statement is right on any day you open it, not only after the accountant catches up.
- Profit and loss and balance sheet for any period, with a comparison.
- GST summary of output tax, input tax and the net payable.
- Lock date at month end so last month cannot change behind your back.
Illustration of a profit and loss statement for April to September 2026 with net profit of ₹4,12,800, a GST summary and the lock date.
What changes
What you stop doing
- Calling the accountant to ask how the month is going.
- Chasing dues from memory or from a notebook.
- Wondering who changed an invoice. Posted documents are frozen, cancellations reverse, and every change has a who and when.
- Counting stock at month end to find out what the books should have said.
- Sharing one login because adding staff is a chore. Everyone gets their own login and role, invited by phone or email.
- Signing paper vouchers. Claims and leave come to your phone with the details and the receipt attached.
Your access
You get the Owner role
The person who signs up owns the business account and has full access to every module and setting.
- Invite your team by phone or email and give each person a role: Admin, Accountant, Sales, Purchase & Inventory, HR Manager or Employee self-service.
- Create custom roles by duplicating a system role and changing its view, manage and approve permissions.
- Read the audit log to see who created, changed or cancelled what.
FAQ
Questions, answered
Can I check the business from my phone?
Yes. Every screen in SimpleERP works on a 360 px phone browser, including the dashboard, approvals and reports. There is no app to install.
Where do the dashboard numbers come from?
From posted documents only. Sales come from posted invoices, dues from invoices less receipts, and profit from the ledger, so nobody types a total that could be wrong.
Can I stop staff from seeing profit or salaries?
Yes. Each member gets a role, and a role decides which modules and actions they can use. The seeded Sales role, for example, cannot open the ledger, payroll or settings.
Can my CA work in the same books?
Yes. Invite your CA by phone or email with the Accountant role. They get the ledger, payments, bills, GST reports and the lock date, without having to ask you for exports.
Does adding staff cost more?
Each person who signs in is one user: Premium is priced per user per month after the seven-day free trial. Pending invitations are not charged. See pricing.
Related
Keep reading
Reports & dashboard
A morning dashboard and a catalogue of reports, each with filters, print and CSV export.
Read moreAccountants
Balanced books, documents that post themselves, GST registers and a lock date.
Read moreMulti-branch business
Branches with their own GSTIN and warehouses, transfers, and one set of books.
Read moreWholesale & distribution
Keyboard-first GST billing, stock across warehouses at average cost, party ledgers and receivables ageing.
Read more
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