Steersman — The small business automation that just works

The small business automation that just works

Make sense of your data, processes, and technology with our maintenance free cloud service.

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Business Process Automation

Steersman BAP is built to work for businesses both large and small, in diverse industries, and flexible enough to handle unique problems out of the box.

A lightweight cloud architecture makes it easy to scale up or down, expert setup and training ensure that you’re getting ROI from day one, and a devoted U.S. based support team are there when you need them.

Scale as you grow

Steersman’s cloud architecture is ideal for growing businesses. No on-site hardware or software to maintain.

Power on-demand

Our cloud adapts to your needs automatically, increasing processing resources and storage capacity as your business grows.

Backups for your backups

Multiple hardware and data redundancies, along with complete daily backups, mean that everything will be there when you need it.

Military-grade security

Secure information architecture, restricted access points, and layers of firewalls all ensure that your data is safe from unauthorized users.

Functionality on demand

Start with the full business automation suite, or just the parts you need right now. Enable new apps with just a click.

Dynamic workflows

Integrating new apps is a breeze. All your settings, preferences, and data mappings persist when you enable new tools and features.

Apps that play together

New apps automatically connect to existing data, so there’s no need to duplicate or import historical business records.

Real-time, reliable data

A single source of truth for all your business data. Accounting, sales, inventory and more at your fingertips — on any device.

Accounting for everything

It’s a lot easier to make a decision when you’re confident in your financial reports. Inventory, in transit, A/P, A/R, taxes, and more – updated everywhere, all the time.

Context when you need it

Banish data silos with pertinent information for every team. That means no more miscommunications, disappointed customers, or missed opportunities.

Supply chains that don’t break

When everyone communicates with one dataset there are no weak links. Complex operations happen like magic behind the scenes - so the warehouse knows there’s a PO for that item, accounting knows there’s a vendor to pay, and sales can give the customer an accurate proposal.

  • Premium support

    Responsive, world-class support included with all subscriptions

  • Expert training

    Get your team onboard and operating quickly

  • Low cost to own

    Bullet-proof technology so you can focus on your business

Collaboration made easy

Get the whole team on the same page every day. Powerful live chat, document following, dashboard, and commenting tools are built-in throughout the Steersman Business Automation Platform.

  • Anywhere, anytime live chat
  • Full-featured team messaging
  • Document commenting & notifications
  • Shared & private dashboards
  • Universal contacts directory & search

Finance & accounting automation

Our comprehensive financial suite delivers real-time insights on all your business’s moving parts, and a single source of data ensures that every department is on the same page.

  • Automated journal entries & bank reconciliation
  • Real-time financial reports
  • One-time & recurring payments
  • Cash flow management (AR, AP, Expenses)
  • Sales tax localization

Sales & revenue automation

Empower your sales organization with robust prospecting and relationship management tools, then upgrade your direct sales with a fully integrated eCommerce platform.

  • Full-featured CRM & pipeline automation
  • Integrated eCommerce platform
  • Invoicing & payment processing
  • Intelligent price & incentivization engine

Supply chain automation

Industry specific customizations enable live oversight of your entire supply chain, warehouse, and inventory operation. Identify opportunities, respond quickly to changes, and collaborate with all stakeholders both internal and external.

  • RFQ & Purchase automation
  • Real-time warehouse oversight
  • On-demand inventory tracking
  • Dynamic forecasting
  • Intelligent fulfillment & shipping

Manufacturing lifecycle Automation

Optimize efficiency with on-demand visibility into your entire manufacturing operation. A true all-in-one solution that enables real-time communications, data capture, versioning, and quality control.

  • Real-time MRP & forecasting
  • Product Lifecycle Management (PLM)
  • Integrated quality control & time tracking
  • Equipment maintenance & repairs management

Project workflow automation

Keep projects on track, on time, and on budget with our complete productivity suite. Support all your teams and projects in a collaborative, single interface with real-time communication and tracking.

  • Full-featured project planning tools
  • Smart scheduling & forecasting
  • Real-time status & resource tracking
  • Integrated discussion & collaboration features

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