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Enterprise Resource Planning

Your company's central platform.

Central multi-company, multi-currency, and multi-country business management platform. Integrates finance, sales, purchasing, inventory, production, logistics, projects, fixed assets, and BI with real-time dashboards. Includes specialized module for real estate development.

Why ERP matters

The operational backbone your company can no longer postpone.

ERP is the operational backbone of the company. Without it, data lives in silos, reports are manual, and decisions are made late. Humanergy ERP unifies your entire operation on a single platform with real-time executive visibility.

Designed for

ERP is the ideal suite for:

General Management, CFOs, COOs, and IT Directors in medium and large companies that need to consolidate multi-entity, multi-country operations, or are migrating from legacy systems or local ERPs.

3 solutions · 14 groups of modules

The solutions that make up ERP.

Each solution solves a specific functional domain. Implement the full suite, individual solutions, or specific modules — adopt ERP at the pace your organization needs.

01
Solution 1 of 3

Business ERP

Complete multi-company, multi-currency, and multi-country ERP with financial, sales, purchasing, inventory, production, logistics, projects, and fixed assets modules.

What is it?

Central business management platform that integrates accounting, finance, sales, purchasing, inventory, production, logistics, projects, and fixed assets into a single source of truth — multi-company, multi-currency, and multi-country.

Why do you need it?

Companies operating with multiple systems (one for accounting, another for inventory, another for payroll, Excel sheets for everything else) live with fragmented data, outdated reports, and decisions made with partial information.

Who is it for?

General Management, CFOs, COOs, and IT Directors in medium and large companies migrating from legacy systems, local ERPs, or Excel "ecosystems".

What you get

5 concrete benefits:

  • Single source of truth for the entire operation
  • Automatic multi-entity group consolidation
  • Monthly closing with period locking
  • Automated bank reconciliation
  • Real-time financial statements (Balance, P&L, Cash Flow)
Technical modules · 6 groups
Multi-company configuration
  • Registration of multiple legal entities under the same business group
  • Group consolidation with views by entity
  • Multi-country: Mexico, USA, Panama, and others
  • Multi-currency with automatic exchange rates (DOF, Banxico, Fed)
  • Multi-language: Spanish and English
  • Multi-establishment, branch, and warehouse
  • Chart of accounts per company and consolidated
  • Cost centers and profit centers
Financial Module
  • General accounting with entries: journal, income, expenses, checks
  • SAT-compatible chart of accounts (Annex 24)
  • Trial balance and financial statements (balance, P&L, cash flow)
  • Automatic entries from operational modules
  • Monthly and annual closing with period locking
  • Automated bank reconciliation
  • Accounts Receivable (AR) with aging reports
  • Accounts Payable (AP) with payment schedule
  • Treasury: projected and actual cash flow
  • Fixed assets with accounting and tax depreciation
Sales and CRM
  • Prospect, opportunity, and quote management
  • Sales orders with credit and stock verification
  • Dynamic pricing with volume discounts and promotions
  • Sales commissions with automatic calculation
  • Integration with CFDI 4.0 and self-invoicing portal
Purchasing and Inventory
  • Purchase requests with approval flows
  • Purchase orders with 3-way matching
  • Goods receipt with barcode
  • Multi-warehouse inventory with FIFO, LIFO, average costing
  • Cyclic and physical counts with automatic adjustments
  • Reorder point and demand planning
Production
  • Multi-level Bill of Materials (BOM)
  • Production orders with material explosion
  • Plant floor control with shifts and operators
  • Actual vs. standard production costing
  • Traceability by batch and serial number
Projects
  • Project management with phases, milestones, and deliverables
  • Budget vs. actual per project
  • Resource and hours worked allocation
  • Invoicing by project progress
  • Profitability by project and client
02
Solution 2 of 3

BI · Business Intelligence

Business intelligence platform over Redash with native connectors to multiple data sources, SQL editor, interactive visualizations, and collaborative dashboards.

What is it?

Business intelligence platform built on Redash that allows connecting multiple data sources (relational, NoSQL, data warehouses, APIs), creating advanced SQL queries, and building collaborative dashboards with interactive visualizations.

Why do you need it?

Executive decisions made with monthly PowerPoint reports are late decisions. Modern leaders need real-time dashboards that answer operational questions the same day they arise — without depending on the IT area every time.

Who is it for?

CFOs, COOs, Sales Directors, operations leaders, and data analysts who need continuous visibility over operational and financial KPIs.

What you get

5 concrete benefits:

  • Native connectors to 20+ data sources
  • SQL editor with autocomplete and results cache
  • Collaborative dashboards with granular permissions
  • Automated email report scheduling
  • Advanced visualizations (heatmap, sankey, funnel, drill-down)
Technical modules · 4 groups
Source connection
  • Native connectors to relational bases: PostgreSQL, MySQL, SQL Server, Oracle
  • NoSQL: MongoDB, Elasticsearch, DynamoDB
  • Data warehouses: BigQuery, Redshift, Snowflake, Databricks
  • External APIs via HTTP/JSON connector (REST APIs)
  • Humanergy sources: ERP, CRM, Billing, Payroll
  • Multiple sources active simultaneously
  • Encrypted credentials and SSH tunneling
Advanced SQL editor
  • SQL editor with autocomplete for tables, columns, and functions
  • Full support for standard SQL and engine-specific dialects
  • Query parameters: dates, texts, dropdown lists
  • Nested queries and results reuse
  • Execution scheduling (scheduled queries)
  • Configurable results cache
Visualizations
  • Charts: bar, line, pie, area, scatter, heatmap
  • Pivot tables with drill-down
  • KPIs and executive counters
  • Geographic maps
  • Sankey, funnel, and boxplot for advanced analysis
Collaborative dashboards
  • Dashboards with multiple widgets
  • Global and per-widget filters
  • Granular permissions per dashboard and dataset
  • Share via public or private link
  • Subscription to email snapshots
03
Solution 3 of 3

Real Estate Control

Specialized real estate management system for land sales, subdivisions, and developments: lot inventory, real estate CRM, contracts, payment schemes, and commissions.

What is it?

Specialized system for land sales, subdivisions, and real estate developments: lot inventory with interactive map, real estate CRM with pipeline, contracts, financing schemes, advisor commissions, and monthly payment collection.

Why do you need it?

Real estate developers typically operate with Excel for lot inventory, one sheet for CRM, another for payment schemes, another for commissions — and every month-end is chaos. An integrated system eliminates that friction and improves the closing ratio.

Who is it for?

Real estate developers, land marketers, subdividers, and construction companies selling directly to the end public.

What you get

5 concrete benefits:

  • Interactive subdivision map with status per lot
  • Visual pipeline: prospect → visit → reservation → contract → deed
  • Configurable payment schemes (cash, financing, mortgage)
  • Automatic advisor commissions per stage
  • Monthly payment collection with automatic reminders
Technical modules · 4 groups
Land and lot catalog
  • Registration of land by subdivision, block, and lot
  • Technical sheet: surface m², location, land use, boundaries
  • Price per m² and total price per lot
  • Status: available, reserved, sold, deeded, blocked
  • Upload of plans, aerial images, and property documents
  • Interactive subdivision map with status per lot (color by availability)
Real estate CRM
  • Capture prospects from web portal, WhatsApp, Facebook Leads
  • 360° prospect sheet: data, interest, budget, and area
  • Sales pipeline: prospect → visit → quote → reservation → contract → deed
  • Advisor assignment with activity tracking
  • Prospect scoring by interest level and capacity
  • Automatic reminders and alerts
Quotes and reservation
  • Quotes with configurable payment plans
  • Reservation with security deposit
  • Schemes: cash, direct financing, mortgage
  • Monthly payment plan with configurable rate
  • Automatic contract generation
Commissions and collection
  • Sales advisor commissions with automatic calculation
  • Commission scheme by stage (reservation, signature, deed)
  • Monthly payment collection with reminders
  • Customer account statements
  • Delinquency control and portfolio at risk
AI Copilot · ERP Specific

The ERP AI module lives within your data.

The ERP artificial intelligence module queries the suite's database daily, interprets the information according to the user's profile, and delivers actionable findings — detected risks, identified opportunities, and personalized alerts.

It is a copilot that understands what matters in ERP. It's not a generic assistant — it's a specialized module for this suite's domain.

Critical inventory

Detects SKUs below reorder point and suggests POs

Project margin

Identifies projects with budget deviations before closing

Cash flow

Projects cash flow and alerts to liquidity gaps

Fixed assets

Detects assets without depreciation or in excess of use

Embedded compliance

ERP adapts to each country's regulations.

Regulatory frameworks, official formats, and government validations are automatically updated — without your team having to worry about every tax, labor, or regulatory change.

🇲🇽

Mexico

SAT · NIF · Annex 24

🇺🇸

United States

GAAP · IRS

🇧🇷

Brazil

SPED · NFe

🇪🇺

Europe

IFRS · GDPR

The other 7 suites

ERP is just one piece of the Humanergy ecosystem.

Combine ERP with any other suite — they all share data, users, permissions, and the same AI layer.

Ready to implement ERP?

Schedule a 30-minute demo focused on ERP with our team or connect with a certified partner in your country.