Features

GoldFinch ERP: Built for How You Manufacture and Distribute  

GoldFinch ERP connects every part of your operation—from raw materials to revenue—on the Salesforce Platform.

Designed specifically for mid-sized manufacturers and distributors, our solution simplifies complex processes, improves inventory accuracy, and gives your teams the real-time insights they need to scale profitably.

Top view of a diverse team collaborating in an office setting with laptops and tablets, promoting cooperation.

Accounting

Inventory-aware financials that keep you in control. 

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 

Inventory Management

Track every item, in every location, with precision. 

Multi-warehouse and bin-level tracking 
Lot and serial number control with full traceability 
Real-time costing (FIFO, standard, or average) 
Stock transfers, adjustments, and cycle counts 
Expiration, quarantine, and recall support 

Warehouse Management

Faster fulfillment, fewer errors. 

Directed put-away, picking, and replenishment 
Mobile-friendly barcode scanning 
Pack and ship workflows with document generation 
Real-time dashboards for warehouse performance 

Sales Management 

Quote, sell, and fulfill—without the silos.  

Salesforce-native quoting, orders, and invoicing 
Real-time inventory visibility at quote/order 
Contract pricing, discounts, and customer terms 
Integrated order-to-cash process 

Purchasing 

Buy smarter with demand-driven planning.  

Purchase requisitions, vendor POs, and approvals 
3-way match: PO → Receipt → Invoice 
Vendor pricing and lead time tracking 
Auto-replenishment using forecasts, MRP, and reorder points 

Manufacturing 

Production visibility from raw materials to finished goods.  

Work Orders with material and labor tracking 
Multi-level BOMs and routing steps 
Visual scheduling and WIP tracking 
Backflushing and variance analysis 
Lot tracking and quality checks 

Project Management 

Keep complex jobs on track—costs, time, and people.   

Project setup with templates and milestones
Time and expense capture by task and project  
Fixed-fee, T&M, or milestone billing 
Project profitability and WIP reporting 
Gantt charts and task dependency tracking  

Demand Planning 

Forecast accurately. Replenish proactively.  

Historical and time-series forecasting 
Event-based adjustments (promotions, seasonality) 
Auto-generation of purchase and production orders 
Forecast consumption with real-time adjustments 
SKU-level planning by warehouse, vendor, or customer 

Reporting & Analytics 

Actionable insights across your entire operation.  

Financial reports: P&L, Balance Sheet, Trial Balance 
Inventory turnover, aging, and valuation 
Manufacturing WIP and variance analysis 
Job costing and project profitability 
Gantt charts, KPI trends, and backlog visibility 

Why GoldFinch ERP? 

Salesforce-native

No integration headaches—everything runs on your existing Salesforce platform 

Built for inventory

Designed specifically for manufacturers and distributors 

End-to-end

One solution for financials, operations, and reporting 

Flexible and scalable

Grows with your business, from 20 to 200+ users

Fast deployment

Get up and running quickly with proven industry templates 

Ready to unify your business on one powerful platform? 

see how GoldFinch ERP helps manufacturers and distributors grow faster.

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