SAP Business One, connected to the rest of your company.
SAP Business One 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 SAP Business One is
SAP Business One is SAP's ERP system for small and mid-sized companies. It holds finance and accounting, sales, purchasing, inventory and light production in one database. Trading and manufacturing firms run it, usually implemented by an SAP partner. Unlike a cloud application, it is commonly installed on the company's own server or hosted by the partner, which changes how an automation reaches the data.
What an automation reads and writes there
- Business partners: customers and suppliers
- Items and stock levels per warehouse
- Sales quotations and sales orders
- Deliveries and customer invoices
- Purchase orders and incoming payments
Work that gets built around SAP Business One
Overdue invoices chased from open items
A customer invoice in SAP Business One passes its due date and stays open. The customer receives a polite reminder, then firmer ones, all in wording you approved. When the incoming payment is posted the sequence stops, and each week you get the open items by customer. Catalogue price: $490 for setup and $79 per month for care.
Built as: Soft collectionsNinety-day cash forecast from the ledger
Open customer and supplier invoices with their due dates are read from SAP Business One, together with how late each payer has actually paid in the past. They become a rolling 90-day forecast, and a coming gap is flagged weeks ahead. Nothing is written back to the system.
Built as: Cash-flow guardEnquiry to a sales quotation draft
A request for a price arrives by mail. A draft quote is prepared from the items and price lists held in SAP Business One and waits for your yes. After approval it is sent to the customer, entered as a sales quotation, and followed up three days later.
Built as: Quote desk
Before you automate against it
SAP Business One usually runs on your own server or with your SAP partner, so the automation needs a network route, a dedicated user and, in practice, the partner's cooperation. Which interface is available depends on the installation. Start with reading only; anything that posts a document waits for a person.
The controls
- How we connect Through SAP Business One's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your SAP Business One account behind your back.
- What usually gets built Data leaving SAP Business One into invoices, CRM records and reports; data arriving into SAP Business One 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
- Does SAP Business One have an API?SAP provides programming interfaces for Business One, among them the Service Layer, a web service interface, and the older DI API. Whether one of them is switched on and reachable in your installation depends on the version, the database and how your partner set it up. Where none is available, scheduled exports and reports do the job.
- Can an automation post documents into SAP Business One?The interfaces allow documents such as sales quotations and orders to be created. A posted accounting document is not edited afterwards; it is corrected with a further document, so a wrong entry costs real work. For that reason anything that posts waits for a person's approval, and a first version usually only reads.
- Can OAKMONT automate SAP Business One?Yes - SAP Business One 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 SAP Business One 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 SAP Business One 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