Your Complete AI Powered
Business Management Solution

Cloud Native & 24/7 Access

Versa Cloud ERP is fully cloud-based, providing you with anytime, anywhere access from any device, ensuring that your operations are always available and up-to-date. This flexibility enables remote work, mobile management, and continuous oversight of your business no matter where you are.

• 24x7 Access on Any Device: Whether you're in the office, at home, or on the go, access Versa securely from your desktop, tablet, or mobile device, ensuring complete control over your business at all times.
• Multiple Currencies: Versa supports multi-currency transactions, allowing you to manage global operations with ease. This feature is ideal for businesses that operate across borders or have international suppliers and customers.
• Multiple Languages: Expand into new regions with Versa’s multi-language capabilities, enabling your team and customers to work in their preferred languages. This supports global growth without barriers.

Scalable to Meet Your Growing Business Needs

Versa Cloud ERP offers a flexible capacity model that grows as your business expands. Start with essential features and easily scale your platform to meet future operational demands.

• 1 Firm/1 Entity: Manage the finances, operations, and reporting for a single entity or business unit, perfect for small to mid-sized companies.
• 1 Warehouse: Track and manage inventory in a single warehouse location, optimizing your space with real-time data on stock levels, order status, and shipments. As your business grows, Versa can easily expand to support multiple locations.

Advanced Product Management for All Types of Goods

Versa’s product management features ensure full control over your inventory and non-inventory items. Whether you're dealing with physical stock or intangible services, Versa provides powerful tools to handle every product type.

• Inventory/Non-Inventory Products: Seamlessly manage physical stock and non-inventory items like services or digital goods, allowing full visibility and control across your entire product catalog.
• Lot # & Serial # Tracking: Ensure detailed traceability for products, from manufacturing to end-user. Lot and serial number tracking allow you to manage batches and individual items, perfect for regulated industries or businesses requiring detailed product histories.
• Variants & Catch Weight: Manage product variations like size, color, or material easily. With catch weight management, industries such as food or textiles can track products with fluctuating weights, ensuring precise inventory control.
• Predefined & Dynamic Buy/Sell Pricing: Tailor your pricing strategies by setting up fixed prices or allowing for dynamic adjustments based on customer relationships, sales channels, or bulk orders.
• User-Defined Units of Measure (UoM) & Conversion Factors: Customize your units of measure to fit your industry’s needs, whether you're measuring in pieces, kilograms, or pounds. Conversion factors allow for seamless transitions between different units within your workflows.
• FIFO & Average Costing: Choose between First-In-First-Out (FIFO) and Average Costing methods to calculate product costs, giving you flexible options for cost tracking and inventory valuation.
• KITS: Simplify your product assembly process by creating KITS that bundle multiple items into a single sellable product, streamlining order fulfillment and stock tracking.

Centralized Contact Management

Versa Cloud ERP includes built-in CRM contact management and customer service capabilities that allow businesses to maintain a centralized view of prospects, customers, and their ongoing interactions across the organization.

The system provides a unified contact database where companies can manage organizations and individual contacts, including communication details, roles, notes, and interaction history. Because this capability is native to the ERP platform, contact records are directly linked to operational and financial transactions such as sales orders, invoices, activities, and service cases. This allows teams across sales, operations, finance, and support to work with consistent customer information from within a single system.

• Unified contact database for organizations and individual contacts
• Communication details, roles, notes, and interaction history
• Contacts linked to sales orders, invoices, activities, and service cases
• Consistent customer information across sales, operations, finance, and support

Customer Case & Support Management

Versa Cloud ERP also includes case management functionality for handling customer support requests and service issues. Support tickets can be created, assigned, tracked, and resolved within the system, providing visibility into open issues and historical service interactions.

Cases remain associated with the customer record and related transactions, allowing support teams and account managers to understand the full context of the customer relationship. This integrated approach helps organizations maintain better service continuity while ensuring that customer communication, operational activity, and financial records remain connected.

• Create, assign, track, and resolve support tickets
• Cases linked to customer records and related transactions
• Full context visibility for support teams and account managers
• Customer communication, operations, and financials remain connected

Comprehensive Financial Tools for Full Control

Versa Cloud ERP offers a robust set of financial management features that help you control every aspect of your business’s finances. From invoicing and payments to multi-dimensional reporting, Versa gives you the tools to stay on top of your cash flow, taxes, and financial health.

• Enhanced Dimension-Based General Ledger: Organize and analyze your financial data across multiple dimensions such as departments, regions, projects, or product lines, offering customized reporting that fits your specific business model.
• Accounts Receivable (AR): Manage customer invoices, track payment statuses, and automate payment reminders, improving cash flow and reducing late payments.
• Payment Receipt – Credit Card/ACH: Accept payments directly from customers through credit cards or ACH, offering convenient, fast payment options and ensuring timely collection.
• Accounts Payable (AP): Track and manage vendor bills, schedule payments, and monitor cash flow, ensuring that your accounts payable process is smooth and efficient.
• Bill Pay – Checks/ACH: Process payments via checks or ACH, giving you the flexibility to pay suppliers in a way that best suits your business operations.
• Payment Batches: Simplify payment processing by grouping multiple payments into a single batch for more efficient cash management.
• Bank/Credit Card Statement Import & Reconciliation: Automate the import of your bank and credit card statements, simplifying the reconciliation process and ensuring your books are accurate and up-to-date.

Streamlined Purchasing for Smarter Procurement

Versa Cloud ERP gives you full control over your purchasing processes, from creating purchase orders to managing supplier invoices and landed costs.

• Purchase Orders: Easily generate and manage purchase orders, ensuring timely procurement and supplier communication.
• Dropship Purchasing: Automate drop shipping by sending orders directly to your suppliers for fulfillment, reducing the need for internal stock handling.
• Consignment Purchasing: Manage consignment stock with flexible purchasing options that give you control over inventory that you don't own until it’s sold.
• Supplier Invoice Management: Track and approve supplier invoices for goods and services received, ensuring seamless payment workflows.
• Supplier Deposits: Manage supplier deposits and prepayments, allowing you to stay on top of future purchases and financial commitments.
• Landed Cost Management: Accurately track and allocate additional costs such as shipping, duties, and insurance, ensuring that you calculate the true cost of your goods.

Effortless Sales Management Across Channels

Handle every aspect of the sales process, from quotes and orders to invoicing and fulfillment. Versa’s comprehensive selling tools ensure that your business operates smoothly, whether you sell online, in-store, or through a complex fulfillment process.

• Quotes & Sales Orders: Generate professional quotes for your customers and convert them into sales orders with a single click, reducing time spent on administrative tasks.
• Customer Invoices & Deposits: Create customer invoices with built-in payment terms and track customer deposits for future orders or prepayments.
• Multiple Sales Channels: Versa supports sales from various channels, including online stores, walk-ins, will-call, and delivery, ensuring you can manage multiple fulfillment types effortlessly.
• Consignment Sales: Manage consignment sales where products remain owned by your company until sold by the consignee, giving you full control over the consignment process.
• Drop Shipping: Manage drop ship orders by having goods sent directly from your supplier to your customer, reducing handling time and inventory carrying costs.
• Blind/Double Shipping: Versa supports blind shipping, where your supplier ships directly to your customer with your branding, or double shipping, where orders are split and sent to multiple locations.

Complete Inventory Control for Efficiency and Accuracy

With Versa Cloud ERP’s advanced inventory management features, you’ll have full visibility into stock levels, movement, and order fulfillment, ensuring that you stay in control of your business’s most valuable assets.

• Receiving: Simplify the process of receiving inventory, ensuring accurate data entry and fast processing.
• Stocking & Put-Away: Efficiently organize your warehouse with easy-to-follow put-away instructions, reducing the time spent finding stock.
• Pick/Pack/Ship: Streamline your picking, packing, and shipping processes, reducing errors and ensuring on-time delivery to customers.
• Cycle Counting: Perform regular cycle counts to keep your inventory levels accurate without needing full physical stock takes.
• Inventory Adjustments: Make real-time inventory adjustments to reflect damaged goods, returns, or discrepancies, ensuring your records are always accurate.

Simplify Manufacturing with KITS & BOM

Versa Cloud ERP supports simple manufacturing processes with KITS and Bill of Materials (BOM), ensuring you can manage product bundling and basic production.

Real-Time Insights for Data-Driven Decisions

Versa Cloud ERP provides powerful reporting tools that give you full insight into your operations. From financials to inventory and sales, Versa delivers the analytics you need to make informed decisions.

• Standard Reports: Access ready-to-use reports, including financial reports, operational performance reports, and dimension-based insights that help you monitor every aspect of your business.
• Custom Reports: Use the built-in report builder to create custom reports tailored to your specific

Seamless Data Integration

Move your data efficiently in and out of Versa Cloud ERP with easy import/export tools and automated mapping features.

• Manual Import/Export: Easily import or export data such as product information, sales orders, or financial data, allowing you to integrate Versa into your existing systems.
• File Mapping: Use Versa’s file mapping feature to ensure accurate and error-free data transfers between systems.

Tailor Versa to Fit Your Business

Make Versa Cloud ERP your own with a variety of customization options that let you modify fields, forms, reports, and more to suit your unique business needs.

• Custom Fields, Emails, Forms, and Labels: Adjust Versa’s workflows to match your business processes by customizing key elements like email templates, customer forms, and product labels.
• Custom Reports: Build detailed, custom reports to track the metrics that matter most to your business, helping you make better decisions and optimize performance.

Seamless Integration with Your Business Tools

Versa Cloud ERP integrates with a range of third-party systems, ensuring your business runs smoothly with the tools you already use.

• Import/Export Integrations: Transfer data between systems easily and securely.
• Sales Tax Integration: Automate and simplify your tax calculations.
• E-mail Integration: Automate your customer communications through integrated email notifications.
• Carriers, Scanners, and Label Printers: Integrate with your shipping carriers, scanning devices, and label printers for faster, more efficient fulfillment processes.