Sales, inventory, procurement, production, workforce, and Xero-native accounting — unified in one system. Built for growing, multi-location businesses that have outgrown spreadsheets and disconnected tools.
Today's revenue
Integrated With
The Problem
Most growing businesses run on a patchwork of disconnected systems — a sales tool here, a spreadsheet there, a bookkeeper stitching it together once a month. Data lives in silos, month-end takes days, and margin is always out of date.
What it looks like today
What CoreOps delivers
Core Modules
Built industry-flexible from the ground up — used by manufacturers, distributors, retailers, and service businesses alike. Every module speaks to the same ledger.
Sales & Customers
A full order lifecycle for trade and wholesale customers, from draft through confirmation, dispatch, and invoice.
Sales & Customers
Invoice against any order, and manage running customer credit accounts with a fully reconciled ledger.
Sales & Customers
A controlled, auditable refund workflow with optional restocking and a dedicated Xero reversal journal.
Inventory & Warehousing
Every location maintains its own independent stock balances, all visible from one head-office view.
Inventory & Warehousing
Trace stock back to the batch it arrived in, with expiry alerts so nothing perishes unnoticed.
Inventory & Warehousing
Move stock between sites at cost, and reconcile physical counts against the ledger with automatic variance calculation.
Inventory & Warehousing
Branches or sites order from a central factory or warehouse through the same PO workflow — at cost, no VAT, no duplicate billing.
Procurement
Raise, send, and track purchase orders through their full lifecycle — from draft to fully received.
Procurement
Receive stock against a purchase order, attach the delivery note, and post straight to the ledger and Xero.
Procurement
A full supplier master with performance history, mapped directly to your Xero contacts and accounts.
Production & Manufacturing
Build multi-level bills of materials, release work orders, and consume components automatically as batches complete.
Production & Manufacturing
Set a standard cost per product, capture actual yield on every batch, and see exactly where material variance comes from.
Production & Manufacturing
Rate equipment and machinery by the hour, and feed that cost directly into every work order’s job costing.
Workforce
Build the weekly schedule, track hours with PIN clock-in/out, and export straight into payroll.
Documents & Capture
Photograph or upload a supplier invoice — the system reads it, matches line items, and proposes a goods receipt.
Customers & Promotions
Configurable tiers and points, plus gift, promotional, staff, and reward voucher programs — all on one reconciled balance ledger.
Customers & Promotions
Staff, manager, and director issue categories with manager PIN approval and a full accounting reclassification — never a silent discount.
Not every business sells a physical product. CoreOps also runs recurring billing, scheduled site visits, and time-and-materials work — on the same financial ledger as the rest of the platform.
Delivery notes, signed PODs, contracts, and compliance documents attach directly to the transaction they belong to — never a shared drive nobody can find.
Field Service Management
Field Service Management extends the existing Service & Contracts module into a full field operations platform for trades businesses — hydraulics workshops, plumbers, electricians, HVAC, generator maintenance, security installers, pest control, and mining maintenance contractors. Same inventory ledger, same accounting engine, same platform.
Stock flows Warehouse → Vehicle → Job Consumption → Invoice → Xero, on the same inventory ledger as every warehouse and branch. No separate van inventory spreadsheet — one inventory engine, company-wide.
Receive job → accept → travel → arrive on site → consume materials from the assigned vehicle → capture labour time → photograph before, during and after → capture customer signature → complete.
Field Service Management
Recurring scheduled maintenance and one-off reactive callouts both flow through the same job pipeline, with priority levels and full client, site, and equipment context.
Field Service Management
Track the actual machines serviced at every customer site — asset number, serial number, full service history — the foundation for preventive maintenance and warranty tracking.
Field Service Management
Technician, Dispatcher, and Workshop Manager roles slot into the same row-level security and audit trail as every other role in CoreOps — nothing bolted on.
Operational Intelligence
Every transaction that flows through CoreOps also feeds a scoring engine that watches for shrinkage, margin leakage, and underperforming locations — so management is investigating exceptions, not hunting for them.
Intelligence
Unusual variances, voids, and stock movements are flagged automatically for review, not buried in a report nobody opens.
Intelligence
Every site scored 0–100 with a green / amber / red risk band — so the underperforming branch is obvious, not buried in a spreadsheet.
Intelligence
A margin leakage model that separates genuine cost increases from shrinkage, waste, and pricing drift.
Intelligence
Assign an exception to an owner, track it to resolution, and keep the evidence trail attached to the case.
See It For Yourself
These are real, unedited screens from a live CoreOps company — not mockups. Every number on screen came from an actual sale, purchase, or job card.
Financial Control
CoreOps was designed by a practising accountant. Every module posts to Xero using proper double-entry, tagged to the right account, location, and tracking category — automatically.
Sales, cost of sales, supplier bills, transfers, variance journals, and invoices post to Xero automatically, every night, with no manual step. Connect once via OAuth — no developer required.
Xero
Live API · auto-sync nightly
Financial Control
Know exactly what a product should cost, what it actually cost, and where the difference came from.
Financial Control
A nightly job posts every outstanding transaction to Xero automatically — month-end is a review, not a scramble.
Security & Compliance
Security isn't bolted on afterward. Multi-tenant isolation, an immutable audit trail, and privacy tooling are built into the database layer itself.
Security
Every table is scoped to a company at the database engine level — not just the application. One company can never see another’s data.
Security
Every financial event is logged permanently. Nothing is edited or deleted — corrections happen through reversal entries only.
Security
Granular, per-module permissions with configurable multi-factor authentication enforcement by role.
Security
Data subject access requests, retention policies, and an auditor-ready compliance evidence pack, generated on demand.
Multi-Company & Multi-Currency
CoreOps was proven first in South Africa — but currency, tax, and company structure were never hardcoded to one country. The same login can run operations across borders.
Global-Ready
Each company carries its own currency code, with formatting and reporting that follow it — not a single hardcoded symbol.
Global-Ready
Tax logic resolves per company’s country configuration — VAT and beyond — not a single fixed rate baked into the code.
Global-Ready
One login can span multiple companies, each with its own locations, currency, tax rules, and Xero connection.
Deep in South Africa
Before it was general-purpose, CoreOps had to survive SARS, POPIA, load shedding, and Xero's dominance in South African bookkeeping. Those foundations didn't get diluted when the platform generalised — they're still exactly this deep.
Sequential receipt numbering per location, per year — enforced at the database level, never editable.
Standard, zero-rated, and exempt VAT treatment, built into every transaction type from the ground up.
Timesheet exports formatted for direct bulk import — no manual re-keying of hours.
The Sales Terminal keeps working offline and syncs automatically the moment connectivity returns.
Data subject requests, consent tracking, and retention policies designed against South African privacy law.
Native Mobile
Not a bookmarked website — a dedicated touch-first app running on exactly the same live platform and ledger as the back office, purpose-built for staff on the floor, not just managers at a desk.
Card-based lists instead of cramped desktop tables, safe-area-aware layouts, and full offline resilience for load shedding — the Android app is currently rolling out to pilot users. Ask us about early access.
Customer Portal
A dedicated, branded self-service portal for trade and wholesale customers. It's a separate, authenticated login from day one — not a shared spreadsheet link — and every order it places runs through the exact same pipeline as an order taken in-house.
A prospective customer registers with their own secure login. Nothing is active until an owner or admin reviews and approves the account — you decide who gets a portal, not the internet.
Customers see only the products you’ve chosen to show them — cost price is never exposed — and can place, track, and review every order they’ve ever made.
Why CoreOps
These aren't marketing claims — they're architectural decisions, made deliberately and enforced at the database level.
Cost recognised at point of sale
Never at invoice date — margin accuracy is built into the ledger itself, not calculated after the fact.
Every transaction is immutable
Corrections happen through reversal entries — nothing is ever edited or deleted from the financial record.
One login, one ledger
Back office and floor operations read and write to the exact same source of truth — no reconciliation between systems.
Multi-tenant from day one
Every table isolated by company at the database engine level, enforced by row-level security — not just application code.
Built by a practising accountant
Every accounting decision in the platform is explainable in accounting terms, not just engineering terms.
Designed to scale
From a single site to a multi-company, multi-currency group — the architecture doesn’t change, only the configuration.
Built by an accountant
CoreOps is built by a SAIPA-qualified accountant with hands-on experience managing multi-branch retail and manufacturing operations. Every module is reviewed for accounting accuracy before it ships — not bolted on after the fact by a team that has never closed a set of books.
See how CoreOps fits your operation — sales, inventory, production, and accounting, unified from day one.