Comarch ERP XT, connected to the rest of your company.
Comarch ERP XT holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What Comarch ERP XT is
Comarch ERP XT is Comarch's online application for invoicing and simple bookkeeping, used in a browser by micro and small companies. It holds sales invoices, the list of goods with prices and stock, cost documents and payments. Many owners issue their invoices in it while their accounting office keeps the books in Comarch ERP Optima and takes the documents from XT.
What an automation reads and writes there
- Sales invoices and proformas
- Customers and suppliers
- Goods and services with prices and stock
- Cost invoices
- Payments and due dates
Work that gets built around Comarch ERP XT
Quotes from your XT price list
An enquiry comes in by mail or through the form on your site. A draft quote is built from the goods and prices kept in Comarch ERP XT and waits for your yes. It goes out, a follow-up is sent three days later, and for an accepted quote the invoice data is prepared. Setup is $490, care $79 per month.
Built as: Quote deskCash forecast from open invoices
Issued invoices, their due dates and the cost invoices waiting for payment are read from Comarch ERP XT. Together with how each customer has paid before, they become a rolling 90-day forecast. A week in which more money leaves than arrives is flagged in advance, so you can call a customer or move a payment.
Built as: Cash-flow guardMonday page for the owner
Over the weekend the week's invoiced sales, the unpaid invoices and the stock of your key goods are collected from Comarch ERP XT, and the bank balance and site analytics are added. One page is written from them. You read it on Monday morning and skip opening four different screens.
Built as: The Monday brief
Before you automate against it
Comarch ERP XT is a cloud service, so nothing has to be installed, but the account is often shared with an accounting office that takes documents into its own Optima. Say who else works on the account, so that an automation does not change a document the accountant has already taken.
The controls
- How we connect Through Comarch ERP XT's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your Comarch ERP XT account behind your back.
- What usually gets built Data leaving Comarch ERP XT into invoices, CRM records and reports; data arriving into Comarch ERP XT from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- How does an automation get data out of Comarch ERP XT?Through whatever interface Comarch provides for your plan, and where that is not enough, through the exports the application offers and through the mailbox your documents are sent from. Access is set up by you on your existing account, and the route chosen is written down before the work starts.
- Will automating XT interfere with my accounting office?Not if the division of work is agreed first. The accounting office usually takes sales and cost documents from XT for its own books. An automation that only reads invoices and due dates changes nothing there. One that creates documents is set up so that drafts wait for your approval and documents already taken are left alone.
- Can OAKMONT automate Comarch ERP XT?Yes - Comarch ERP XT is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a Comarch ERP XT automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our Comarch ERP XT data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations