Cloud ERP / MRP runs your ENTIRE business - soup to nuts !

About BizAutomation

We're a small family owned software company that prides itself in taking a personal interest in our customer success in a way our big software competitors never will ! Functionally we're every bit as capable as super-suites from large corpporations such as SAP and NetSuite, but designed for a smaller business. Compared to QuickBooks our suite eliminates the need for connected apps, and the duplicates they generate.

You have a daunting task in reviewing software, so we pledge that we'll be as direct and helpful as we can in answering questions, without that salesy spin that just gets in the way. Maybe that's why we're rated as high as we are.

WHY is smaller better ? Because WE can do something our big software competitors simply can't. We give you personal service during the on-boarding process (includes our own consulting touch to help you know what you may not know now about growing your business). This even extends into enhancement of features in some cases. That's unheard of with the NetSuite's and SAPs of the world, but then these Goliaths don't specialize in small business - we are.

Pricing starting from:


  • Free Trial
  • Subscription

Key benefits of BizAutomation

• BizAutomation helps in generating, capturing, and analyzing new leads for tracking campaign performance and generating business insights.

• The solution can integrate into existing business email accounts to pull and access emails, calendar invites, notes and contacts directly from within the application.

• A centralized dashboard gives an overview of entire business activities and allows monitoring KPIs from a single screen.

• Users can also capture both billable and non-billable time and expenses incurred while completing a task, and automatically add the billable component to the final billing.

• With BizAutomation's price and promotion management tool, businesses can set multiple price range for the different set of customers based on their order quantity and can offer various incentives and discounts to promote sales.

• Businesses can also set up their own e-commerce platform or connect with leading online platforms such as Amazon and E-bay for selling products to their customers.


Business size



United States

Supported Languages


Pricing starting from:


  • Free Trial
  • Subscription


Dashboard for monitoring business activities
Inventory management
Manage finance and accounts centrally
Design web pages
Create project deadlines and track milestones
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BizAutomation screenshot: Dashboard for monitoring business activities BizAutomation screenshot: Inventory management BizAutomation screenshot: Manage finance and accounts centrally BizAutomation screenshot: Design web pages BizAutomation screenshot: Create project deadlines and track milestones


Total features of BizAutomation: 148

  • 3PL Management
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Audit Trail
  • Bank Reconciliation
  • Barcoding/RFID
  • Billing & Invoicing
  • Bills of Material
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Categorisation/Grouping
  • Channel Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer Service Analytics
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Demand Forecasting
  • Distribution Management
  • Document Automation
  • Document Management
  • Document Storage
  • Drip Campaigns
  • EDI
  • ERP
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Employee Management
  • Enterprise Asset Management
  • Expense Tracking
  • Financial Management
  • Fixed Asset Management
  • Forecasting
  • General Ledger
  • HR Management
  • Historical Reporting
  • Inbox Management
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Auditing
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Kitting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Loyalty Program
  • Manufacturing Inventory Management
  • Manufacturing Planning
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Location
  • Online Catalog
  • Opportunity Management
  • Order Entry
  • Order Management
  • Order Processing
  • Order Tracking
  • Partner Management
  • Payroll Management
  • Performance Metrics
  • Point of Sale (POS)
  • Price / Margin Management
  • Procurement Management
  • Product Identification
  • Production Tracking
  • Project Accounting
  • Project Management
  • Projections
  • Promotions Management
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Quality Management
  • Quotes/Estimates
  • Real Time Synchronization
  • Receiving/Putaway Management
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reorder Management
  • Reporting/Analytics
  • Requisition Management
  • Resource Management
  • Retail Inventory Management
  • Returns Management
  • Rules-Based Workflow
  • SEO Management
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Serial Number Tracking
  • Shipping Management
  • Shopping Cart
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Transportation Management
  • Vendor Managed Inventory
  • Vendor Management
  • Warehouse Management
  • Website Management
  • Workflow Management
  • XML / RSS
  • eCommerce Management



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Overall rating

4,9 /5
Value for Money
Ease of Use
Customer Support

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Showing 5 reviews of 24
Elizabeth jenkins M.
Overall rating
  • Industry: Consumer Goods
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Moving to BizAutomation from QuickBooks Enterprise was a leap of faith necessary for growth!

Reviewed on 2017/10/10

Ability to customize data input so that we can extract and parse to use in forecasting and planning

Ability to customize data input so that we can extract and parse to use in forecasting and planning


Without a doubt the best feature of this software is the attention we got from the actual employees of the company, including some actual source code enhancements, that would never have happened at a big software company. We new that we needed to move from QuickBooks and could not afford some of the bigger players in the market, so we took a leap of faith based on what we saw as potential from BizAutomation. As with all software implementation - our move was not without some pain, but we truly appreciate the willingness of the company to take the time to listen to our needs and make improvements and modifications based on our business practice. We believe that Biz is the right system to provide the organization, information and access of information we need for our company to continue to grow


The company is small and does not offer 24/7 customer support - but that said, they are very accessible and willing to do what is necessary even in "off-hours"

Hans F.
Overall rating
  • Industry: Wine & Spirits
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Celebrating One Year Anniversary with BizAuto

Reviewed on 2019/02/05

We are celebrating being now one year live and are running our entire business with BizAuto. The...

We are celebrating being now one year live and are running our entire business with BizAuto. The integration was much less complicated as anticipated and we have been LIVE WITHOUT interruptions for ONE YEAR! Our goal and dream to run our entire business from one platform/software has been accomplished. As scary as the decision was to give up all our "favorite" old software modules and closets filled with hardware - it has been a dream come true to have everything in the cloud and in one place (software). We have no more IT service bills, no more servers to update, no more software upgrades to pay, no more headache! On top of it all, our overall IT/software spending over the year has been tremendously less.
I know that I have been very stingy giving out 5 stars on this survey, but as everything in life ...there is always room for improvements. As satisfied we have been with BizAutomation, especially the support - we are continuously striving to grow our business and our software partner to grow and improve!

Overall, THANK YOU BizAutomation for all your support in the last year!
HAPPY ONE YEAR BIRTHDAY from all of us at Schlossadler Wines & Travel.


Amazing value for the functions and capability of the software.


No phone app to sync CRM data. Limited options to format some fields.

Chance B.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Perfect Solution for an SMB. Has the right features and functions with the right price!

Reviewed on 2017/10/23

You get a very strong and modern true cloud ERP solution for a fraction of the cost of NetSuite,...

You get a very strong and modern true cloud ERP solution for a fraction of the cost of NetSuite, Acumatica, SAP Business One or Sage


The user interface is nice and modern, coupled with a customizable dashboard. Strong accounting, solid inventory control, great E-commerce and decent CRM. This solution hits the sweet spot for SMBs. Either they are outgrowing their current Quickbooks integrated with multiple other software solutions to get something similar to an ERP or those businesses have a ERP and that ERP is way too much for where they are at. The price is really high, and have more functions and features than they need.

BizAutomation is perfect for those that are caught in between!


It is a young software and has not matured yet, so in time these "least" comments will be addressed in the near future.

If you have any proprietary software or other platforms that will be integrated, chances are it has not been done. Expect customization (not nearly as costly as you think). Reporting is not their strong suit and have been told they are working on an upgrade. Not for businesses that have subsidiaries, although that too is being added.

Muhammad H.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Other for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Satisfaction with Bizautomation

Reviewed on 2021/03/27

My overall experience with BizAutomation has been exceptionally good.

My overall experience with BizAutomation has been exceptionally good.


The ease of use and meeting all the accounting needs of a small business is what makes bizAutomation unique and worthy.


There are not any features of this software that makes it unpleasant.

Brad J.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Impressive Software That's Actually Affordable for Small Businesses

Reviewed on 2019/04/28

Very impressed with their product and their service!

Very impressed with their product and their service!


I looked at and demoed several other systems from larger, maybe more well known software companies. Although BizAutomation may be a smaller software company in comparison of size, they certainly were every bit as capable in delivering the same features based on the demos they gave us. I was very impressed in terms of what they could provide us vs the larger software vendors. I’m sure those companies offer some features that BizAutomation, but BizAutomation offered features that the competition couldn't. BizAutomation met every need we asked of it for a significantly smaller cost, and the customer service is second to none. Very impressed with their product and their service!


I don’t really have anything negative to say. If I were being nitpicky, I might would say that we had some performance slowness one day for a few hours, but those were resolved quickly and we never had another instance of that. I asked and was told that this is something they monitor and when hardware gets saturated they upgrade which makes sense.

Showing 5 reviews of 24 Read all reviews

BizAutomation FAQs

Below are some frequently asked questions for BizAutomation.

BizAutomation offers the following pricing plans:

  • Starting from: US$79,95/month
  • Pricing model: Subscription
  • Free Trial: Available

$79.95 per user / month (5-pack to start. Add single users as needed.)

We do not have any information about BizAutomation features

BizAutomation has the following typical customers:

2-10, 11-50, 51-200, 201-500

BizAutomation supports the following languages:


BizAutomation supports the following devices:

BizAutomation integrates with the following applications:

Google Calendar, Microsoft 365, Microsoft Excel, Microsoft Word

BizAutomation offers the following support options:

Email/Help Desk, Phone Support, Chat

Related categories

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