Skip to content
Product

One platform. From PO to GL.

MetalogixERP runs your inventory, sales, customers, suppliers, finance, and people on one secure workspace — 56 modules, a built-in AI copilot, and an MCP server your agents can drive. No swivel-chair between QuickBooks + Shopify + Excel + a spreadsheet of POs. One platform. One audit trail. One bill.

What it does

Four pillars. Fifty-six modules. One tenant.

The modules cluster into four operational stories. Pick a pillar and you'll see a coherent set of records, screens, and automations — not loosely related logos.

  • Inventory & Operations

    Every unit, every aisle, every age bucket — live across the warehouse network.

    • Real-time stock by location and bin
    • Lot and serial tracking with expiry
    • Cycle counts on ABC class or schedule
    • FIFO, LIFO, weighted-average valuation
    • Mobile scanning, wave and zone picking
    • Manufacturing BOMs and work orders
    • Kitting and assemblies built on demand
    • Dropship, VMI, and consignment supported
    • Inbound containers tracked PO to dock door
    • Approvals and standing-order release cadence
    16 modules
  • Sales & CRM

    Quote-to-cash with a customer record every team can trust — across channels.

    • Quote-to-cash with one-click conversion
    • Multi-channel orders (Shopify, B2B portal)
    • CRM pipeline with weighted forecast
    • Customer self-service portal with branded domain
    • Margin-protected repricing at scale
    • Tiered, contract, and volume-break pricing
    • Invoice automation tied to ship confirm
    • Recurring billing with revenue recognition
    • Property management with a branded tenant portal
    11 modules
  • Finance & Compliance

    Books that close from the same data the floor runs on — audit-ready by default.

    • AR, AP, GL posting in real time
    • Multi-entity consolidation with intercompany eliminations
    • Append-only audit trail per record
    • EDI document exchange (850/855/856/810)
    • Customs declarations and HS code library
    • Continuous compliance evidence capture
    • Import/export restricted-party screening
    • Three-way match on every purchase receipt
    • Project costing with WIP and margin tracking
    9 modules
  • People & Ops Intelligence

    Hiring, payroll-ready records, communication, and the AI layer that surfaces what to act on today.

    • HR directory, time-off, performance reviews
    • Recruit pipeline with structured scorecards
    • Identity, roles, and granular permissions
    • Document understanding on upload (POs, invoices, CIs)
    • Demand forecasting per SKU, location, channel
    • Anomaly detection on counts, revenue, spend
    • Visual workflow automation across modules
    • Role-tailored dashboards with drill-through
    • Inbox + transactional + lifecycle email
    • Notifications with quiet hours and digests
    • Tech assets, subscriptions, and contracts (TASM)
    • MCP server — every endpoint callable by AI agents
    • Branding, integrations, developer + settings tooling
    20 modules

Total: 56 modules across four pillars.

Architecture

Built like the apps engineers actually use.

Strict per-tenant isolation at the foundation. A fast, documented API behind a modern app. Background jobs and caching keep it instant. Built to scale without the rip-and-replace.

Every module is self-describing — adding one requires zero changes to core. And every endpoint is exposed through an MCP server, so Claude or any agent can drive the platform under the same isolation and audit trail your team works under. The discipline you see in Linear, Vercel, or Resend, applied to a domain that usually ships as a sprawling legacy monolith with a sales rep.

Modules
56
Endpoints
300+
Themes
36
  1. Fast, modern app + B2B portal36-theme registry · works on desk and dock
  2. 300+ API endpoints · strict per-tenant isolationSelf-describing modules · clean, documented API
  3. Secure, indexed data foundationStrict per-tenant isolation · real-time reporting
  • MCPagent gateway
  • Cacheinstant responses
  • Jobsbackground work
  • Edgesecure routing

Same stack as Linear, Vercel, Resend — applied to ops.

Coverage

Every workflow. Same tenant.

Each category is shipped as a tightly-related set of modules with shared masters, screens, and automation triggers. Click into Modules for the full 56.

  • Sales & CRM

    Quotes to cash, with customer memory that survives turnover.

    9 modules
  • Inventory & Warehouse

    Every unit, every aisle, every age bucket — live.

    8 modules
  • Purchasing & Suppliers

    PO chase eliminated. Supplier health on one screen.

    4 modules
  • Trade & Compliance

    Cross-border, EDI, customs paperwork that posts itself.

    4 modules
  • Finance & Accounting

    Close the books without spreadsheet reconciliation.

    1 module
  • Operations

    Make, move, approve — the working day operationalised.

    6 modules
  • People

    Hiring, onboarding, payroll-ready records.

    3 modules
  • Communication

    Email, inbox, alerts — context attached to the record.

    6 modules
  • Intelligence

    Forecasts, dashboards, reports that explain themselves.

    3 modules
  • Platform

    Settings, audit, identity, multi-entity, integrations.

    12 modules
AI throughout

Not a chatbot bolted on. An ERP your agents can operate.

AI is shipped, not coming. A copilot lives inside the reorder screen and the dashboard tile, and an MCP server opens every endpoint to the AI tools you already use — so your team and your agents work the same data.

  • MCP server

    Every endpoint is exposed over an MCP server. Bring your own AI agent — point Claude or any MCP client at your tenant and it can read stock, draft a PO, raise an invoice, close a period, all under the same strict per-tenant isolation and audit trail your team works under.

  • Built-in copilot

    A chat copilot wired into 8 AI providers — OpenAI, Anthropic Claude, Google Gemini, OpenRouter, Ollama (self-hosted), Claude CLI, Codex CLI, Gemini CLI. Ask it about a customer, a PO, or a margin trend; it answers from your live data, with citations back to the record.

  • Demand forecast

    Predict next month's demand by SKU, by location, by channel. Learns from your seasonality, not generic benchmarks. Used by purchasing for reorder math, by sales for capacity planning.

  • Repricing

    Marketplace and B2B repricing rules with margin floors and competitor signals. Updates on schedule or on event triggers — no spreadsheet downloads, no manual recalculations.

  • Anomaly detection

    Unusual receipts. Unusual returns. Unusual margin drops. Surfaced on the day dashboards — not after month-end when the damage is already booked.

  • Document understanding

    POs, invoices, packing lists, customs forms — extracted to structured data on upload. Review queue routes anything below 95% confidence to a human, with the source PDF side-by-side.

On the floor

Built for the dock door, not just the desk.

Cycle counts on tablet. Receiving on phone. Pick/pack on rugged Android. Same data, same audit trail, same isolation — just touch-optimised.

No separate mobile app to maintain. No second product that drifts out of sync. The warehouse screens are the same platform, with input modes tuned for gloves, scanners, and one-handed operation at the bin.

  • Offline-tolerant scan queue — finishes when network returns
  • Wave, batch, and zone picking strategies
  • Putaway directives by velocity, weight, compatibility
  • Blind and directed receiving modes with QC holds
Trust + scale

Multi-entity, multi-currency, isolated by default.

Tenant and company isolation isn’t a checkbox bolted on the edge — it’s enforced at the data layer itself. The platform cannot return a record a user shouldn’t see. Even an AI agent driving the MCP server runs under the exact same rules.

Multi-entity consolidation, intercompany eliminations, and multi-currency handling are all on Enterprise. SOC 2, GDPR, and an append-only audit trail on every record — captured deep in the platform so application bugs can’t fall through.

  • SOC 2 Type II
  • GDPR
  • Strict per-tenant isolation
  • Audit trail on every record
  • Token rotation + reuse detection
  • Encrypted at rest + in flight

Want to see your data in it?

We’ll seed a demo tenant with your CSVs and walk your top three workflows in 30 minutes.