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Managed ERPNext Services for Accounting Inventory Manufacturing

ERPNext can run your whole business, but only if somebody owns it properly. We cover all of it: implementation and data migration, module and chart of accounts configuration, custom reports, custom apps where you need them, integrations, and the Frappe Cloud hosting underneath. It is one team at a flat monthly price, and you do not get a quote every time you ask for a change.

A Cascadia engineer reviewing an ERPNext configuration
A Cascadia engineer reviewing an ERPNext configuration

Built around how you actually operate

What makes our ERPNext work different

Most ERPNext work is sold by the hour, which quietly changes what you ask for. You stop reporting the small problems. You stop asking whether something could be done better. We charge a flat monthly fee instead, so a question costs you nothing and the system keeps improving long after go-live. The same fee covers the platform underneath it, because an upgrade that breaks a custom report is not a hosting problem and not an application problem. It is one problem, and it should have one owner. What follows is what that looks like in practice, rather than in a brochure.

Which means the implementation is scoped around the processes that actually cost you money, not around a module checklist. Data arrives reconciled rather than imported and hoped for. Your chart of accounts, your item structure and your naming series are settled before anything is loaded, because those are expensive to change afterwards. Training happens against your own records instead of demo data. And once you are live the changes keep coming, because the fee does not run out and the system is meant to keep fitting the business.

Subscription versus hourly consultant

A subscription compared with hiring by the hour

The usual way to get ERPNext help is to find a consultant and buy blocks of time. That works for a defined project and works badly for everything afterwards. Here is how an ongoing subscription compares with the arrangement most businesses fall into by default. The same subscription shape covers every Frappe app we manage, so adding HR or a helpdesk later does not mean finding a second supplier.

Cost is predictable

Send one request this month or ten. The invoice is the same number either way. Hourly work puts a quote and an approval in front of every request, and nothing starts until both clear.

Somebody knows your setup

A consultant you call in twice a year re-learns your configuration on each visit, and you pay for that. We keep the context between requests. A question in November does not begin with you explaining what got built back in March.

Small things get fixed

Nobody raises a billable ticket over a report that is only slightly wrong. So under hourly billing it stays slightly wrong. Annoyances of that size are what quietly cost a team its trust in the system.

Training is not an extra

Training is billable time, which is why consultants quote it as a separate line. Here it sits inside the subscription. New staff get trained when they arrive, not when a budget opens up for it.

The system keeps improving

Project work stops at go-live. The configuration then drifts quietly out of step with the business. A monthly review keeps the setup moving when your operations move, instead of two years later in a second project.

You are not the integrator

We run the hosting layer and we write the custom code, so a problem touching both stays with one team. The hourly version leaves you in the middle of it. A consultant, a host and a developer, each pointing at the other two.

Built for businesses running on ERPNext

Who this fits best

This suits businesses where ERPNext is the system of record rather than an experiment. If three people are trialling it, you do not need us yet, and an operation that mainly needs invoicing and a place to track expenses is better served on Zoho Books until the seams start showing. Coming up to ERPNext later is the normal path, not a restart. If your invoicing and your production scheduling both run through it, the configuration has become a business risk and is worth somebody owning properly.

How we work with you

What the first few months look like

There is no big-bang launch. We start by understanding your business and what your current system does, agree an order of work, then move into a monthly rhythm of building, training, and reviewing. You see progress every few weeks rather than all at once at the end.

1

We map your processes and your current setup

We spend the first sessions on your business rather than on the software. Where an order comes from, what happens between quote and cash, who signs off on what, and where people are currently keeping the things ERPNext should hold. If you are already running ERPNext, we review what is configured today at the same time. What you get back is a written plan with a recommended order of work, and it stays yours whether or not you carry on with us.

2

We configure and load in stages

Work happens in slices rather than one long build. If you are hosted elsewhere, we move you onto Frappe Cloud first, so everything after that is built on the platform you will actually run. Finance tends to come next, since everything else posts into it. Buying and selling follow, then stock and production. Each slice gets loaded with your real data and signed off before the next one starts.

3

We train, then review every month

Once a slice is live your team gets trained on it, by role, against the real configuration. After that it becomes a rhythm. You send requests as they come up and we work them. Once a month you get a short written summary of what changed, what is being underused, and what we suggest doing next.

What managed ERPNext costs

Pricing

Managed ERPNext
Standard

Standalone Service

$2,000.00
/per month, per instance
One active request at a time

DETAILS

Everything ERPNext needs for one company: implementation, configuration, customization, development, and the Frappe Cloud hosting underneath. One active request at a time, with a three to five business day turnaround. Training and the monthly review are included, and production issues jump the queue. No setup fee and no minimum term.

Managed ERPNext
Priority

Standalone Service

$4,000.00
/per month, per instance
Two concurrent requests

DETAILS

Everything in Standard, with more capacity when you need it. Two requests run concurrently, turnaround drops to one to three business days, and a quarterly planning session covers what to build next. Covers up to three sites or a private bench, which suits multi-entity groups and anyone mid-implementation.

Testimonials

Here's what others had to say

Everything we configure and run

Everything included in the subscription

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Discovery and Process Mapping

The first sessions are about your business, not the software. How an order reaches you. What happens between quote and cash. Who approves what, and where people currently keep the things ERPNext should be holding. You get a written plan with a recommended order of work, and it is yours whether or not you continue with us.
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Data Migration and Cleanup

We map your source data, run it into a test site first, and check the totals against your old system before anything touches production. Customers, suppliers, items, opening balances and historical transactions all come across without duplicates or broken links, because data imported quickly and messily costs far more to fix later than data imported carefully in the first place.
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Phased Go-Live

You go live in stages rather than gambling everything on a single cutover date. Finance usually goes first, because everything else posts into it, then buying and selling, then stock and production, with each phase configured, loaded, checked against numbers you already know and signed off before the next one starts.
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Role-Based Training

Sessions run against your own configured system rather than a generic demo instance, and they are split by role, so your warehouse team learns stock entries while your finance team learns the close. Neither has to sit through the other. Recordings stay with you, which takes a job off your team when somebody new joins.
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Module Activation and Setup

ERPNext ships with far more than most businesses need. Switching everything on is how a rollout stalls. We work out which modules match how you actually operate, configure those properly, and leave the rest off. People then learn a system that fits, instead of one they have to ignore half of.
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Chart of Accounts Design

The default chart is a starting point rather than a fit, so we build yours around the reports you need to produce, the way your accountant wants transactions grouped, and the detail your management team actually reads. Accounts get added deliberately rather than accumulating, which keeps the trial balance readable as you grow.
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Tax Templates and Rules

Get this wrong and you find out at filing time. So we build the templates for sales tax, purchase tax and withholding, work out the rules that decide which applies to whom, and attach them to the right customer and supplier groups. Then we test the lot against real transaction examples before you rely on any of it.
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Roles and Permission Design

Who sees what, who can submit, and who can amend after submission. ERPNext permissions are flexible enough to become a maze. We design yours around job functions rather than individuals, so new starters get the right access on day one, because the role already exists and somebody thought about it in advance.
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Custom Fields and Naming Series

Invoice numbers, item codes, and the extra fields your business needs that ERPNext does not ship with: we add these as configuration rather than code wherever possible, so they survive upgrades untouched. Naming series are the ones worth getting right first time, since they are hard to change once transactions exist, so we set them to match what your accountant and your customers already expect.
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Print Format Design

Invoices, quotations, delivery notes and purchase orders should look like your business, not like a default template. We build the formats with your logo, your layout and your terms in the right place, handle the awkward parts such as tax breakdowns and multi-page item tables, and make sure the result survives the next upgrade.
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Custom Reports and Dashboards

The reports your business needs are rarely the ones that ship, so we build them, using Report Builder where that is enough and query or script reports where it is not. The handful of numbers people check daily go on the workspace they already land on, and every report is handed over with a note on what it actually counts.
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Workflows and Approvals

Approval routing, document states and the notifications that go with them are configured inside ERPNext rather than bolted on beside it. We set who can submit, who can amend, and what happens when a value crosses a threshold, and we build all of it around the authority levels you actually use. A generic two-step approval is the kind nobody follows for long.
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Custom DocTypes and Modules

Sometimes a process genuinely does not map to anything ERPNext ships. We build the DocType instead of forcing your team into a workaround, and we build it the way Frappe expects, with proper permissions, list views and links into the standard documents. It ends up behaving like the rest of the system rather than a bolt-on.
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Custom App Development

Larger pieces of work get their own app in your own repository, which keeps them separate from core and upgradeable on their own schedule. You own the code. We write, version, document and maintain it under the same subscription, rather than quoting each change as a separate project.
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Integrations and API Work

Payment providers, shipping carriers, bank feeds, ecommerce platforms, whatever internal system you already run: we build the connection, handle authentication and error retries, and watch that it keeps working. Failures raise an alert rather than sitting quietly in a log, because an integration that fails silently is worse than no integration at all.
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Upgrade-Safe Code Maintenance

Custom code is the reason most ERPNext upgrades stall, and it is why being customized and being current so often turn into a trade-off. Because we run your hosting as well, every piece we have written gets checked against the target release before an upgrade is scheduled. Anything that needs fixing gets fixed first.
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Frappe Cloud Plan Included

We resell Frappe Cloud, so the platform plan and everything else arrive as one number on one invoice. The account carries your name rather than ours. You grant our access and you can revoke it this afternoon, and if your usage grows past what your tier covers, you hear the new figure before anything changes.
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Scheduled Version Upgrades

Frappe and ERPNext move quickly, and every release you skip makes the eventual jump harder. We track what is available, pick a window that suits your working hours, run the upgrade with a rollback point already in place, and tell you what is changing before it happens rather than after.
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Backups with Tested Restores

A backup nobody has restored is really just a guess. Copies land in storage you control. On a schedule, restores get run into a throwaway site and the elapsed time gets written down, so you learn that recovery works on a quiet Tuesday rather than during an outage.
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Monitoring and Staging

Your instance is checked from outside continuously. We also watch the background job queue, because that is where most ERPNext problems surface before anybody notices them in the interface. A staging site gets rebuilt from production on a schedule, which means changes are tested somewhere real before production ever sees them.
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Incident Response

When production is down or broken it jumps ahead of everything else in the queue, on either tier. We start work on it, keep you posted while it is open, and afterwards write up what happened and what we changed, so the same thing does not come back.
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Period Close Support

Month end has a rhythm, and ERPNext can either support it or fight it. We help you close, checking unreconciled entries, stock and accounting agreement, open documents that should have been submitted, and anything still sitting in draft. The checklist we build fits your business, and on the months where something looks off you get a hand with it.
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User Administration

Adding people, removing people and adjusting role profiles are all part of the subscription. We review access periodically too. The accounts that cause trouble usually belong to somebody who left eight months ago and was never disabled, and dormant users are a quiet recurring cost, so licence counts get looked at in the same pass.
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Monthly Review and Recommendations

Once a month we look at how the system is actually being used. Which features have gone untouched. Where people have quietly gone back to a spreadsheet. What has changed in your business that the configuration has not caught up with. You get that back as a short written summary with a shortlist of what to do next.

Common ERPNext questions, answered

Frequently asked questions
What does managed ERPNext actually cover?
Everything ERPNext needs, from first configuration through to ongoing operation. Implementation and data migration, module and chart of accounts setup, custom fields, reports and print formats, custom DocTypes and apps where you need them, integrations, and the Frappe Cloud hosting underneath. It is one flat monthly subscription, so you send requests and we work them without a quote for every change.
How is this different from your Managed Frappe Cloud service?
Managed Frappe Cloud is the infrastructure on its own, and it serves any app on the Frappe codebase rather than ERPNext specifically. This service is the whole stack for one product. If you run ERPNext and want a single team accountable for it end to end, this is the one. If you only need servers, benches, and upgrades, Cloud costs less.
Do we need the hosting service as well?
No. Frappe Cloud hosting is included here, on one invoice at one price. The account is registered in your name and you can revoke our access at any time. If you already host ERPNext elsewhere and want to stay put, tell us and we will price the service without the platform component.
What is the difference between Standard and Priority?
Standard covers one active request at a time with a three to five business day turnaround. Priority covers two concurrent requests with a one to three day turnaround, plus a quarterly planning session where we look at the next stage of your rollout. Production incidents jump the queue on both tiers. Most businesses start on Standard and move up during an active build-out.
Can you migrate us from another accounting system or ERP?
Yes. We map your existing data, bring customers, suppliers, items, and opening balances into a test site, and check the totals against your old system before anything goes live. Historical transactions can come across too, though there is usually a sensible cut-off beyond which keeping the old system read-only costs less than importing everything.
How long does an ERPNext implementation take?
A single-company setup covering finance, buying, selling, and stock typically runs six to twelve weeks from first session to going live. Manufacturing and multi-company structures take longer. The variable is rarely the software. It is how quickly decisions get made on your side and how clean your existing data turns out to be.
Which ERPNext modules do you configure?
Accounting, Stock, Buying, Selling, CRM, Manufacturing, Projects, HR, and Assets, plus the supporting pieces like tax templates, print formats, and naming series. We do not switch everything on by default. Modules get enabled when there is a real process behind them, because unused modules add clutter and make the system harder for your team to learn.
Do you handle custom development?
Yes, and it is included rather than quoted separately. Custom fields and print formats where configuration is enough, custom DocTypes where it is not, and custom apps in your own repository for larger pieces of work. You own the code. Because we run your hosting as well, everything we write gets checked against each release before an upgrade goes ahead.
What about workflows and automations?
Included. Approval routing, document states, notifications, and scheduled jobs inside ERPNext are all part of this subscription. Our separate Managed Frappe Automation service exists for automation that spans your other Frappe apps as well, so if your work sits inside ERPNext you do not need it alongside this.
Can you take over an existing ERPNext instance?
Yes, and it is a common starting point. We begin with a review of how the current setup is configured, what has been customised, and where people are working around it. You get that written up with a recommended order of work before we change anything. If your instance is hosted elsewhere, migrating it onto Frappe Cloud is part of onboarding.
Do you train our staff?
Yes. Sessions run against your own configured system rather than a generic demo, and they are split by role so your finance team and your warehouse team are not sitting through each other's material. Sessions are recorded and the recordings stay with you, which means new starters can be brought up to speed without booking us again.
Can you help with month end?
Yes. We help you build a close checklist that fits your business, then support you through it: unreconciled entries, stock and accounting agreement, documents sitting in draft, and anything unusual against prior periods. On the months where something is off, we work it with you rather than sending you a link to the documentation.
Is there a setup fee or a minimum term?
No setup fee and no minimum term. Billing is monthly and you can cancel with thirty days notice. Large migrations with a heavy up-front data component are sometimes quoted separately, and if that applies to you we will say so before you subscribe rather than after. The ongoing subscription itself stays flat month to month.
What happens if we outgrow the Standard tier?
You move up, and you can move back down. Most businesses need Priority during an active implementation or a busy period, then drop to Standard once things settle. We tell you when your request pattern suggests a change is worth making, in either direction, rather than waiting for you to notice that you are queuing.
Who owns the configuration and the data?
You do, completely. ERPNext is open source, your data is yours, the Frappe Cloud account is registered in your name, and any custom app we write lives in your own repository. If you stop working with us you keep all of it, along with the documentation of how it was set up. There is no lock-in and nothing to buy back.
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