Sales – A/R
Orders, shipments, invoices and the cash that follows.
- Typed, numbered invoices and credit memos
- Price lists, tiers and contract prices
- Recurring invoices
- Customer statements, aging, sales and margin analysis
Features
The whole back office, in one set of books.
BeanDish gives small and medium businesses that buy, stock and sell — distributors, wholesalers, online sellers — inventory with true costs, orders from the online store, invoices that get paid online, bills that read themselves, and real double-entry accounting underneath all of it.
app.beandish.com — Northgate Supply Co. · Dashboard
Inventory – WMS
Inventory that knows what it cost.
Every receipt opens a cost layer and every issue draws one down, so the value on the balance sheet is the value on the shelf. Pick FIFO, LIFO, average or standard per item, track lots and bins, and roll freight and duty into the stock that carried them.
- FIFO, LIFO, average, standard and specific-identification costing, chosen per item
- Warehouses, bins, lot tracking, barcode labels and blind count sheets
- Kits, work orders and breakdowns, with MRP that raises requisitions
- Landed cost allocated onto the purchase order's cost layers
Inventory › Items › Costing
E-commerce – Web
Your online store, booked automatically.
Connect a Shopify store and every order lands as a sales order: buyer matched to a customer, lines matched to items, the storefront's tax kept exactly as it was charged. Available stock and tracking numbers travel back the other way.
- Orders in by webhook and a 15-minute poll, auto-approved if you choose
- Stock levels pushed to the store from the warehouses you pick
- Despatches and tracking sent back, so the store e-mails the buyer
- Marketplace-remitted tax split from the tax you owe
E-commerce › Channel orders
Sales – A/R and payments
Order to cash, and actually getting paid.
Sales orders become shipments become invoices, each line priced from your price lists and contract prices with its source stamped on it. The invoice e-mail carries a Pay online button; customers pay by card or bank, save a method, or switch on autopay through a passwordless portal.
- Price lists, quantity tiers, percentage rules and per-customer contract prices
- Partial shipments, packing lists and branded order and invoice PDFs
- Pay links, a customer portal and autopay, through your own Stripe account
- Statements, aging, and a sales and margin analysis whose chart prints
Sales › Sales orders › Edit · Detail
Purchases – A/P
Purchasing without the typing.
Drop a supplier's PDF on the page, or forward it to your capture address, and it comes back as a draft bill beside the original for a person to check. Purchase orders, receipts, landed costs, payment runs with a second approver and 1099s follow the same paperwork.
- AI bill capture from e-mail or PDF, read with your own provider key; nothing posts by itself
- Purchase orders from requisitions or from MRP, received in parts
- Payment runs that pay several bills at once, with optional second-person approval
- Landed costs, purchase price variance and 1099 recipient copies
Purchases › Bill capture › Review
Financials – G/L
Real double-entry accounting underneath.
Every invoice, bill, payment, stock movement and payroll run posts a balanced entry to an append-only journal. Periods lock, the year closes, bank feeds reconcile, and the statements come out the way your accountant expects — or the way you design them.
- Chart of accounts, fiscal periods, lock dates and year-end close
- Bank reconciliation with statement import and Plaid feeds
- Budgets by account and period, with budget versus actual
- A statement designer, and "Ask for a report" in plain words
Financials › Reports › Custom statements
Automation and AI agents
Workflows run the routine. Agents draft the rest.
Give a repeatable process ordered steps and owners, then start it by hand, on a schedule, when something happens in the books, or from a webhook. Put a named AI agent on a step, with exactly the permissions an admin grants it, and it reads your data and drafts requisitions or leads for a person to approve.
- Triggers on more than twenty events, from invoice posted to channel order needing attention
- A My Tasks inbox, reject-back-to-step, and full run history
- Agents with their own permission matrix, model choice, budgets and guardrails
- Reusable skills: markdown instruction documents attached in order
Automation › Workflows › Run
Every module, in every plan
Twelve modules behind one login. Multi-company consolidation, scheduled reports and predictions need Growth or Enterprise. Here is what each one holds.
Purchases – A/P
From requisition to paid bill, with the paperwork attached.
- POs, receipts, bills and debit memos
- AI bill capture from e-mail or PDF
- Payment runs with second-person approval
- Landed costs and 1099s
Inventory – WMS
Stock, cost and the work that moves it.
- Items with specs, media, lots and per-warehouse policies
- Kits, work orders and breakdowns
- Physical counts with blind sheets
- MRP and time-phased projections
E-commerce – Web
Your store's orders, stock and tracking, in sync.
- Shopify connected in minutes
- Orders in, stock and fulfilment back
- Marketplace tax handled
- Sync log with job control
Financials – G/L
The ledger everything else posts to.
- Journal, chart, periods, year-end close
- Budgets and budget vs actual
- Bank reconciliation and Plaid feeds
- Statement designer, Ask for a report
Group (multi-entity)
Several companies, one consolidated view.
- Consolidated P&L, balance sheet and cash flow
- Intercompany entries posted to both sides
- Account map across differing charts
- Per-company worksheet and Excel export
Analytics – BI
Ask the data a question without leaving the books.
- Inquiry builder over seven transaction views
- Scheduled reports and alerts by e-mail
- OData feed for Excel and Power BI
- Predictions from your own rows
Automation
Processes with owners, deadlines and history.
- Workflows started by hand, event, schedule or webhook
- My Tasks inbox
- AI agents with minted permissions
- Reusable skills
Marketing – CRM
Leads, campaigns and where the business came from.
- Lead pipeline with convert-to-customer
- Campaign attribution and budget vs actual
- Salesforce pull and Clay push
- Prospecting map add-on (The Wurld)
Projects – Tasks
What a project really cost, from tagged ledger lines.
- Costing projects on every document line
- Numbered tasks with planned resources
- Recorded work and posted cost
- Budget vs actual per project
Payroll – HR
Employees and the pay run's journal entry.
- Employee master
- Pay-run import from your provider's CSV
- Balanced posting through your mapping
- Register, summary and earnings reports
Admin & Tables
The settings a system of record needs.
- Roles per area, activity log, invitations
- Document types with their own numbering
- Import and export, transaction exports
- Five user-defined fields on eight record types
- Backup you download and keep
Built like the system of record it is
Row-level security
Every company's rows isolated in the database itself.
Backups you keep
Download and verify a full archive; nothing stays on our servers.
Roles per area
None, read or write across thirteen areas.
Multi-currency
Documents in EUR, GBP, CAD … on a USD ledger.
Sales tax
Stripe Tax on your own account, off until you switch it on.
Paper when you need it
Branded PDFs and Excel for every document and report.
What changes between plans
Every module is in every plan. Multi-company consolidation, scheduled reports and predictions need Growth or Enterprise. Tiers differ in how much of your business they hold.
Starter
- Users
- 2
- Companies
- 1
- Online stores
- 1
- Warehouses
- 1
- Channel orders a month
- 500
- Automation
- Manual workflows
- Prospecting map (The Wurld)
- Not included
- Support
- Standard
Growth
- Users
- 10
- Companies
- 3
- Online stores
- 3
- Warehouses
- 3
- Channel orders a month
- 5,000
- Automation
- Events, schedules, 3 agents
- Prospecting map (The Wurld)
- Not included
- Support
- Standard
Enterprise
- Users
- 100
- Companies
- Unlimited
- Online stores
- Unlimited
- Warehouses
- Unlimited
- Channel orders a month
- Unlimited
- Automation
- Unlimited workflows and agents
- Prospecting map (The Wurld)
- Included
- Support
- Priority
Need more? Seat packs of 5 users on any plan; an extra company, online store or warehouse on Growth — all from your account page. AI features use your own provider key; online payments use your own Stripe account.