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IT services software for MSPs and agencies

Bill retainers and project work from one place, and keep a record of the kit you've put on each client's site.

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IT services & agencies: what you'll open every day

The whole platform is included either way — these are simply the parts you'll live in.

  1. CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
  2. ServicesDefine a service once with its rate and tax, then put it on any quote, invoice or booking page without re-typing the price.
  3. InvoicingSend a compliant invoice in your customer's language in under a minute — and keep every one of them in the same place as the customer, the product and the payment.
  4. Fixed assetsTrack what you own, what it's worth now, and what you made or lost when you sold it.
  5. StaffYour team, their roles, their departments and their salary history — in the same system as the work they do.

And everything else, included

There's no industry edition and no module you have to buy separately. Every plan includes every part of ERPFlow — what changes between plans is volume and team size, not which parts you can open.

All features

Retainers and projects, same invoice run

Define what you sell as services with their own rates and tax treatment, then bill monthly support and one-off project work from the same place. Quotes convert into invoices without re-keying, so the scope a client signed off is the scope you bill against.

What did we put on that site?

Hardware you've supplied or manage lives in the asset register, assigned to a site you keep as a location, with purchase value, current value, the expenses it has cost and its documentation attached. When a machine fails in year four, its history is a lookup rather than an archaeology exercise through old emails.

Built by people who read the API docs

One documented OpenAPI 3.1 contract sits behind everything, tenant isolation is enforced by PostgreSQL row-level security rather than application code, and every change is logged. If you evaluate tools by asking how they're built, that's the honest answer.

FAQ

IT services & agencies — common questions

Everything you need to know about ERPFlow. Can't find the answer? We're here to help.

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Does ERPFlow include a ticketing system?
No. There's no helpdesk, no SLA timers and no RMM. ERPFlow covers the commercial side — clients, services, quotes, invoices and the kit you're responsible for. Most MSPs pair it with the helpdesk they already run rather than replacing it.
Can I set up recurring monthly invoices?
Yes. A recurring invoice issues a retainer on its own schedule — weekly, monthly or yearly — and one schedule can cover a list of clients, creating one invoice each, numbered with the PDF attached and emailed, or left as drafts if you'd rather check them first. Payment stays yours to record: ERPFlow issues invoices, it doesn't collect them. Invoices beyond your plan's monthly allowance wait for the next month, so weigh that against the number of retainers you bill.
Is there an API?
Not the general-purpose REST API yet — that one is still to come. What ships today is a Model Context Protocol endpoint, so you can connect an AI assistant to the organization's data: the app carries setup instructions for eleven clients, and any other MCP client takes the same address. It reads through the same permissions as the person who connected it, write access starts switched off, and the connection is revoked from Settings → Integrations.

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Run your whole business in one place — and pay for it like a founder, not an enterprise.

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