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What Is ERP—and Why It Matters

Eliminate manual work and integration headaches  
Reduce inventory waste, delays, and stockouts  
Gain visibility across every transaction and team 
Meet regulatory, audit, and customer demands  
Grow confidently with a flexible, future-ready system  

Purpose-Built ERP Capabilities

We’ve designed GoldFinch ERP with everything mid-sized manufacturers and distributors need—right out of the box.

Inventory Management 

Track every item, in every location, with precision.

Multi-warehouse and bin-level tracking 
Lot/serial control with full traceability 
Expiration, quarantine, and recall support 
FIFO, standard, or average costing
Cycle counts and inventory valuation 

Manufacturing

From work orders to WIP, manage your shop floor with confidence.

Multi-level BOMs and routings 
Real-time production tracking and scheduling 
Yield, scrap, and variance analysis 
Lot traceability and quality control
Backflushing and subcontractor support 

Sales Management

Quote, sell, and fulfill—without the silos.

Salesforce-native quoting, orders, and invoicing 
Real-time inventory availability 
Customer-specific pricing and contracts 
Revenue recognition, subscriptions, and rental billing 
Integrated order-to-cash process 

Warehouse Management

Smarter warehousing, seamless fulfillment.

Directed put-away, picking, and replenishment  
Mobile-friendly barcode scanning  
Real-time dashboards and warehouse KPIs 
Shipment automation and 3PL integration

Purchasing

Buy smarter with demand-driven planning. 

Purchase requisitions and approval workflows
Auto-replenishment from MRP or reorder points 
3-way match: PO → Receipt → Invoice
Vendor scorecards and spend tracking  

Project Management

Control costs, time, and resources for complex projects.

Fixed-fee, milestone, or time & materials billing 
Budget vs. actual tracking and WIP reports 
Task dependencies, Gantt charts, and profitability dashboards 
Project-specific purchasing and inventory visibility

Demand Planning

Forecast smarter. Replenish faster. 

Time-series and collaborative forecasting
Event-driven adjustments for seasonality, promos, and demand shifts 
Real-time supply planning across purchasing and production 

Reporting & Analytics

Real-time insights for every role.

Financials: P&L, Balance Sheet, Trial Balance 
Inventory aging, turnover, and valuation  
Manufacturing WIP, scrap, and costing 
Job and project profitability dashboards 
Built natively on Salesforce—no exports, no syncs 

Accounting

A CPA-designed, enterprise-grade financial solution included for an unstoppable business management suite. 

Real-time GL with full transaction drill-down
Accounts Payable and Receivable with aging, approvals, and cash planning  
Multi-entity, multi-currency consolidation 
Project-based billing, deferred revenue, and recurring entries 
Budget vs. actuals and financial dashboards 
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Why GoldFinch ERP

Why GoldFinch ERP? 

100% Salesforce-Native 

Runs on your existing Salesforce platform with no connectors or middleware.

Purpose-Built for Inventory-Driven Businesses 

Mid-sized manufacturers and distributors are our specialty.

All-in-One ERP + Accounting 

Unify operations, projects, and financials in one cohesive system.

Scalable and Secure 

Supports multi-entity, multi-location, and global operations—powered by Salesforce.

White-Glove Implementation 

Expert-led onboarding and support from a team that’s walked in your shoes.

Ready to Unify Your Business? 

Ready to Unify
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