One connected platform — sales, purchasing, stock, warehouse, accounts, CRM, HR and portals for your customers and suppliers — configured around how your business actually works. The joined-up backbone larger competitors pay a fortune for, priced for a growing SME.
No per-seat pricing. UK hosting or your own server. Tailored by the people who built it.
The platform consists of a number of role-based applications, built around the common roles a business needs.
Role-based applications
Across every application
Business applications: covered by the role-based apps
Eight applications, each following the principle of least privilege and carrying only the functionality its role needs.
Pick a role below, or let the tour run through them all.
One approvals queue for purchase requests, supplier invoices, leave and supplier bank changes, each with what is needed to decide it. The dashboard shows invoiced this month, quotes in play, outstanding invoices and twelve months of money in and out.
Active leads, quotes outstanding, orders this month and commission to date, then the quote pipeline from draft to accepted. Work notices tell the salesperson when their order has been despatched or an invoice approved.
Invoices overdue, payments due today, unreconciled bank items and the days to the next VAT return. Supplier invoices needing a decision arrive in the work feed with Approve and Reject on the notice itself.
Purchase requests pending, orders to process, documents and leave requests waiting. Delivery discrepancies from the warehouse land here to sort out with the supplier. Admin owns suppliers, products, departments, document types and the company settings, and the connections out to other systems.
Orders to pick, ready to despatch, deliveries expected and items below their reorder point. The task list is the day's work. Picking, despatching or booking goods in updates stock and moves the order on for everyone else.
Open cases, cases awaiting a response, orders under query and cases resolved today. Each case links to the customer, their orders and their invoices, so the answer is already on screen.
Your customer sees their outstanding balance, active orders, open cases and documents. A query on an order or invoice becomes a case for your service team. Fewer "can you send me a copy" calls.
A supplier sees purchase orders waiting for acceptance, the invoices they have submitted and what is due this week. A change to their bank details needs a second person on your side to approve it.
CRM, Sales Manager, Purchasing, Inventory, Accounting, HR and Documents. Each available to the roles that need it.
Companies, contacts and leads with a configurable pipeline. Active leads, pipeline value, won this month and follow-ups due on the dashboard, with campaigns and the leads they brought in.
Also in CRM: contacts, CRM reports, and portal access for a customer.
Pipeline by stage, quotes waiting for approval above the threshold, commission accrued from the schemes you define, and each salesperson's progress against target.
Also in Sales Manager: the quote approval queue, quotes and leads across the team, campaigns and sales reports.
Requests awaiting approval, open purchase orders, goods expected and invoices payable. Supplier invoices are matched three ways against the order and the goods received before Finance sees them.
Also in Purchasing: goods in, supplier invoices, recurring bills and purchasing reports.
Stock by product and location, every movement with who made it, transfers between locations and stocktakes with variances that only a manager can post.
Also in Inventory: transfers between locations, the locations themselves, despatch, goods in and stock reports.
A double-entry ledger fed by every other app. Journals awaiting approval, open and closed periods, unreconciled bank items and the days to the VAT return, with trial balance, profit and loss and balance sheet reports. An invoice raised in another currency is held at both its own amount and the sterling one.
Employees, contracts, onboarding and leave against the leave year you set. Leave requests to approve, onboarding still incomplete and contracts awaiting action. Sign-ins are created from here without HR ever seeing a password.
Also in HR: the sign-ins and access HR creates for a new employee, and HR reports.
A repository with document types, versions and review workflows. Specifications, contracts and certificates are held against the customer, supplier or order they belong to, and shared with the portals when you choose.
Orders, payments and bank lines arrive on their own and become the same records everyone else works on. Everything that arrives is kept with what it did, so anything that did not come through can be seen and put right.
Sales channels, payments and banking
Set up and controlled by you
Everything below is standard. The rest is tailored to your business.
A quote raised in Sales is the order the warehouse picks, the invoice Finance sends, the balance the manager sees and the line the customer checks in the portal. Nothing is re-keyed.
Thresholds you set decide what needs a manager. Anything above them arrives in the approver's feed, with Approve and Reject on the notice itself, and on their phone when they are away from the desk.
Orders, invoices, cases, documents and projects for customers; purchase orders, invoices, payments and documents for suppliers.
Obligations come down from HMRC, the nine boxes are calculated from the ledger, and the return goes back through Making Tax Digital with the receipt reference stored against it.
Bizheart is built on Dvl'epr, our own application engine. A screen, a rule or a report is a definition the engine reads, not code — so a change for your business is small and contained, made by the people who built the platform, and carried through updates.
Dvl'epr is a hypertext declarative platform that generates complete business web applications. No server-side coding, no JavaScript framework, no back-end framework: HTML structure and SQL are all it takes to build a full application.
Passwords are hashed and never shown to anyone. New users and resets get a one-time link. Sign-in can require a code by email. Sign-in locks after repeated failures. Anything that moves money — a credit note, a supplier invoice, a change to a supplier's bank details — needs a second person to approve it. A portal sign-in needs an approver too, and staff sign-ins are HR's alone to create.
Two everyday journeys, end to end, every step writing to the same ledger. The manager's cash view, the VAT return and the customer's balance are the same numbers.
Discrepancies at goods in go to Admin as notices. Invoices that fail the three-way match wait for Finance. Nothing falls between two systems, because there is only one.
The process we follow for a business of ten to fifty people. The configuration and tailoring are ours, not yours.
We sit with each role and map how orders, purchases, stock, invoices and people are handled today. The result is a list of what is standard, what is a setting, and what needs tailoring.
Company settings, approval thresholds, categories, document types, departments and sign-ins. Then your terminology, your extra fields, and any screen a process of yours needs.
Customers, suppliers, contacts, products, stock levels and opening balances brought in from spreadsheets or your current systems. You check it on real screens.
Usually sales and the warehouse first, on live orders while the rest of the business carries on as before. What they find, we fix before the next team starts.
Finance, admin and management join, then the portals switch on. Training is by role, on your own data.
The first weeks in use always turn up things nobody mentioned. Those changes are part of the implementation, not a new project.
A single-site business with tidy data moves through this quickly. Several locations, a large product range or years of history in another system need more care, and we will say so at discovery rather than after.
Same platform, same tailoring, same people. The difference is who runs the server and how you pay.
We price per organisation, not per user. The more people who use it, the further that gets from per-seat software.
A UK business that sells, buys, holds stock, invoices and employs people, and is tired of those things living in five systems. Trade suppliers, distributors, manufacturers and service businesses with a stores function are the closest fit. If you do not hold stock, the warehouse app stays off.
It has a double-entry ledger, bank reconciliation, periods, aged balances, fixed assets and depreciation, budgets, multi-currency and a VAT return built for Making Tax Digital. It does not run payroll. Some businesses keep their accountant's package for year-end and post to it from Bizheart, and that is a normal setup.
No. The implementation starts with one team. A business can begin with sales, orders and stock, and bring finance, HR and the portals in when it is ready. The records are the same, so nothing is redone later.
Tailoring is done in the same definitions the product itself is built from, so it is carried through updates rather than sitting outside them. Before an update we check every tailored screen, because that is our job and not yours.
On servers in the UK, backed up daily, with your organisation's data in its own database. If you later buy the platform, we hand that database to you.
Your data does not live in a shared database, and you can export it. A subscriber who wants to run it themselves can buy the platform and take the database with them, on the same terms as anyone buying outright.
Yes. A demo uses sample data. If it looks right, the next step is a short discovery and a pilot database loaded with a sample of your customers and products, so the decision is made on real screens.
Tell us roughly what your business does and how many people would use it. We will show you the platform on a call, then talk about what tailoring it would need.
Or email us