BizAutomation Cloud ERP Review

Cloud ERP
Irvine, Calif.
Deployment Model:
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Cloud ERP At A Glance

Good: Single database core keeps data true among all modules. Ability to quickly build rules by clicks, not code, to trigger activities and alerts in Workflow. Powerful user interface.
Bad: Because the software is comprehensive, users can expect a short learning curve; payroll processing is not available.
Bottom Line: Small businesses needing to transition from Quickbooks' simplicity to more sophisticated, integrated business management solutions will find value in BizAutomation, despite a few minor drawbacks.

Product Overview

BizAutomation is a comprehensive ERP solution designed to streamline back-office, business management operations. It’s integrated with four other platforms (CRM, Accounting, e-Commerce and Professional Services), all of which draw from a single database, so aggregated data remains persistent and unadulterated, never requiring reconciliation.

Several modules comprise its ERP suite of tools. Implementation is a collaborative effort between BizAutomation and the customer. Post-launch support falls to a trained employee of the customer, supplemented with phone/chat platforms.


Inventory and Warehouse Management – This tool puts control of multiple external and internal locations into users’ hands and offers many capabilities to track materials, including pick/pack/ship and discrete fulfillment, put-away at time of reception, adjust by cycle count, audit trail, warehouse movements, matrix, work order assemblies, item configuration and more.

Demand Planning and Procurement – Users can forecast and keep appropriate stock to satisfy demand by managing requisitions and approvals, setting firm and general release dates, accounting for vendor time in transit and retaining sales history.

Requisitions, Purchase Orders, Receiving, and Bills – Users oversee PO bill generation through an approval workflow that begins with a dedicated inventory fulfillment queue and includes line-item-bill-corroboration and alerts.

Quotes, Sales Orders and Invoices – Users can adjust to short or long selling cycles, create line item quotes and convert them with a single click, and handle real-time credit card processing. The sales order process can be managed through either field or object.

Fulfillment – This feature supports both simple-straight-through and pick/pack/ship sales fulfillment. Purchase fulfillment relies on put-aways to receive against POs, bin selection based on space availability, and mass ID-issue for serialized or lot#-based items.

Price and Promotions Management – Users can set optimal prices by adjusting margins based on vendor cost lists, list price discount by customer tier, past price history and more. Customers can be enticed to buy through automated coupon codes, date-based promotion, post-purchase upsells, or real-time discounts on product or shipping.

Manufacturing and MRP – Users can support discrete manufacturing by creating and managing work orders for assemblies and multi-level bills of materials.

Shipping Automation – Software integrates with leading parcel shippers UPS, FedEx and USPS, allowing for retrieval of negotiated shipping rates while creating sales orders and issuing labels and tracking numbers from shippers.

Container/Packaging/Master Carton Automation  – Users can automatically manage and configure shipping vessels to assign proper quantity per order, determine proper amount of product per vessel, track vessel usage, and assign shipping labels and tracking numbers.

Workflow Automation – Users can forego coding and build sophisticated rules through a rules wizard to trigger activities and alerts.

AI-powered Automation – The BizIQ tool uses artificial intelligence (AI) and optical character recognition (OCR) to process purchase orders, vendor invoices, receipts and requests for proposals.

Human Resources – BizAutomation includes basic HR features, such as time and attendance, expense management, territory management and skills grading.

Target Market

BizAutomation targets durable goods manufacturers, light manufacturing operations, and any type of small retailer or wholesaler with anywhere from three to 99 employees. Its lean functionality works best if a solitary administrator controls the system. Some of its customers are listed below:

  • Boneta
  • Hugglehounds
  • ASIPure
  • Audiogenex
  • Sterling Seal
  • Schlossadler Wines
  • Kirk & Matz trophies
  • Artisan Medical
  • Almost Golf

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Implementation encompasses the entire process from system configuration through on-boarding user training.

Implementation begins with a customer designating an employee as a qualified implementation advocate (QIA) who will spend up to two hours a day on the implementation. The QIA will review a series of setup videos from BizAutomation and assume the system administrator role, assigning relevant videos to other employees who will work with the system. Once employees are trained, a launch date is set. After launch, the QIA takes point on addressing user needs, conferring with support, and scheduling upgrades or help desk engagement as needed.

Customer Service & Support

The in-house QIA is the first level of customer support. Beyond that, BizAutomation makes its own support available by phone or chat.


BizAutomation Cloud ERP costs $79.95 per named user, per month, beginning with a five-user minimum. This subscription qualifies a user for every ERP tool (except the Biz-Commerce e-Commerce tool, which costs an additional $199.95 per month). Note that companies with users that don’t require full access can pay $24.95 per partial user, per month.

For customers that need to connect to EDI value added networks, 3PLs/Distributed Fulfillment Warehouses and Taxjar, BizAutomation offers an add-on that costs $199.95 per month.

Also, on-boarding users during a new system implementation requires an additional fee that is quoted after BizAutomation’s implementation team understands the nuances of each customer’s needs.  In light of these types of customizations, price will vary.


Integration with any sort of proprietary software requires customization and time, and some users have mentioned they experienced a short learning curve because the software is robust. In addition, while users can generate reports required for payroll (e.g., gross payroll data), it doesn’t have payroll capabilities.


BizAutomation Screenshot 1
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BizAutomation Cloud ERP Software provides the full suite of integrated business management software applications, including ERP, CRM, Financials, e-Commerce, Distribution, Order Management, Manufacturing, Project Accounting and Inventory Management software.

BizAutomation fills a niche for smaller businesses whose business management software needs fall somewhere beyond QuickBooks, but short of Netsuite. For these companies, BizAutomation Cloud ERP provides an all-in-one approach that is reasonably priced for current mid-market businesses.

Privately owned and operated, BizAutomation prides itself on having developed a “true” ERP, one from which a smaller SMB can run an entire business.

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