erp.io
Pricing
Log inGet Started

Agents

Accounts PayableRead, code, match, routeAccounts ReceivableInvoice, chase, applyControllerReview, reconcile, closeCFOForecast, model, reportMonth-End CloseChecklist to sign-offReconciliationMatch and tie outProcurementSource, compare, orderRevenue RecognitionASC 606 schedules

Capabilities

ERP CopilotAsk your businessDocument extractionTransaction classificationAnomaly detectionCash forecastingVariance analysisThe end of data entryAI PLM softwareParts, BOMs and change orders

Governance

Authority levels 0–4Permission modelThe AI audit trailPolicy builderHuman-in-the-loopWhy AI never writes the ledgerAccuracy & evaluationData privacy & model use

Research

What is AI ERP?AI vs traditional ERPAgentic ERP architectureAI maturity modelAgent accuracy benchmarksThe AI in ERP Report
extract → code → check → post

Watch it run

A vendor bill, start to posted

Seven seconds from inbox to a balanced journal entry, with the policy check and the approval gate shown in full.

Watch the agent

Financial core

General ledgerAccounts payableAccounts receivableBanking & reconciliationMonth-end closeFinancial reportingFixed assetsRevenue recognition

Front office

CRMPipeline on the same graphMarketing automationCampaigns tied to revenueProject managementDelivery, not just tasksQuotes & proposalsSales ordersSubscription billingCustomersCustomer portalsSelf-serve for your clients

Operations

Projects & timeProject profitabilityPurchasingExpensesApprovals & workflowInventoryMulti-entityMulti-currency

Platform & data

Unified business graphUniversal searchCustom modulesIntegrationsDeveloper APIMCP serverWebhooks & eventsBudgeting & forecasting

Trust & controls

The shadow ledgerProof, not promiseReconciliation proofAudit trail & controlsAuditor accessCorrectness suitePermissions & rolesSecurityReliability

The difference

Your books, proven daily

A parallel ledger that reconciles to your existing system every morning — to the penny, per account, per period.

See the tie-out

By industry

Professional servicesAgenciesSoftware & SaaSIT services & MSPsConstructionDistributionEcommerce & retailManufacturing

By size & structure

Outgrowing QuickBooks$5–25M revenue$25–100M revenue$100M+ revenueMulti-entityMulti-locationPE-backed portfoliosPost-acquisition

By role

CFOControllerAccounting managerAP & AR teamsVP OperationsFractional CFOCPA & accounting firmsPE operating partner

By current system

QuickBooks OnlineQuickBooks DesktopNetSuiteSage IntacctAcumaticaDynamics 365OdooSpreadsheets

Case study

A 14-entity agency group

Consolidated reporting in eleven days, without leaving the accounting system they already ran.

Read the story

Implementation

ERP implementationImplementation rescueStalled or over budgetERP selection advisoryProcess designChart of accounts designHealth checkTraining & enablementHow we scope & price

Integration

Systems integrationAccounting systemsCRMEcommercePayroll & HRBanking & paymentsData warehouse & BICustom API work

Migration

From QuickBooks OnlineFrom QuickBooks DesktopFrom XeroFrom NetSuiteFrom SageFrom AcumaticaFrom DynamicsReconciliation proof

Custom build

Custom modulesCustom reportingWorkflow automationCustom AI agentsClient & vendor portalsLegacy replacementSpreadsheet replacementSaaS consolidation
stalled

Most requested

Implementation rescue

Most ERP projects miss their business case. We take over stalled deployments and get them closing books again.

Get a free assessment

Compare to us

vs NetSuitevs Odoovs Acumaticavs Sage Intacctvs Dynamics 365vs SAP Business Onevs QuickBooks Enterprisevs AI-native entrants

Head to head

NetSuite vs AcumaticaNetSuite vs Sage IntacctNetSuite vs DynamicsOdoo vs NetSuiteAcumatica vs Sage IntacctQuickBooks vs NetSuiteXero vs QuickBooksAll comparisons

ERP directory

All ERP systemsAccounting softwareAP automationInventory systemsImplementation partnersERP consultantsSubmit a listingMethodologyHow we rank, and who pays

Buying guides

ERP buyer's guideThe selection processRequirements checklistRFP templateERP pricing explainedImplementation costWhy ERP projects failWhen to leave QuickBooks

Editorial policy

We rank competitors above ourselves

No paid placement, published criteria, disclosed ownership on every page. The directory is worth more than any deal it could win.

Read the methodology

Free tools

Have you outgrown QuickBooks?ERP cost calculatorERP selection toolTCO modelMigration estimatorImplementation risk scoreAI readiness assessmentChart of accounts generator

Research

The State of ERPAI in ERP reportImplementation failure studyERP pricing studyFinance benchmarksClose benchmarksDatasets & downloads

Learn

DocumentationHow the product actually worksGetting startedModule referenceWhat is shippedDeveloper docsGuides libraryERP glossaryAccounting glossaryTemplates & checklistsBlogEverything we publishNewsletter

Proof

Customer storiesMigration storiesImplementation rescuesROI & resultsReviewsChangelog

New research

Why ERP projects miss

We surveyed finance leaders on what actually went wrong. The answers are not what vendors tell you.

Read the study

About

About erp.ioWhy we existHow we workLeadershipEditorial independenceNewsroomCareers

Partners

Partner programAccounting & CPA firmsFractional CFOsERP consultantsPrivate equity firmsCertificationFind a partner

Trust

Trust centerSecurityCompliance & SOC 2Sub-processorsData handling & AIUptime & statusError & restatement policy

Contact

Contact usBook a demoTalk to implementationFree assessmentSupportPricing

Partner program

Build on erp.io

Accounting firms, fractional CFOs, and ERP consultants deliver implementations on our platform.

Become a partner
HomeLegalAcceptable Use Policy

Legal

Acceptable Use Policy

What you may and may not do with the Services. Written to be specific rather than expansive — a policy broad enough to prohibit anything is a policy that gives the vendor unreviewable discretion, and we would rather tell you where the lines actually are.

Effective
August 18, 2026
Last updated
August 18, 2026
Entity
Nead, LLC (d/b/a DEV.co)

Contents

  1. 01Scope and incorporation
  2. 02Prohibited activity
  3. 03Automated Agent use
  4. 04How we enforce this policy
  5. 05Security research
  6. 06Changes to this policy

Questions about this policy?

Nead, LLC (d/b/a DEV.co)
1425 Broadway 22689
Seattle, WA 98112
United States

[email protected]

01Scope and incorporation

This Acceptable Use Policy (“AUP”) forms part of the Terms of Service between you and Nead, LLC (d/b/a DEV.co). Capitalised terms not defined here have the meaning given in the Terms.

It applies to you, to your Users, and to anyone accessing the Services through your account, including API credentials, automated Agents, and portal users. You are responsible for their compliance.

02Prohibited activity

2.1 Legal compliance

You must not use the Services:

  • in violation of applicable law, including securities, financial reporting, tax, sanctions, export control, anti-money-laundering, or consumer protection law;
  • to record transactions you know to be fictitious, or to conceal, misstate, or falsify financial records;
  • to facilitate money laundering, terrorist financing, sanctions evasion, or tax evasion;
  • to process data you have no lawful basis or right to process; or
  • to infringe the intellectual property, privacy, or other rights of any person.

On the second point. This is accounting software with an append-only ledger and a full audit trail. The system is built so that falsification is difficult and detectable, and we will not modify that behaviour on request. If a prospective customer asks whether entries can be edited without trace, the answer is no and the question is noted.

2.2 Security

You must not:

  • attempt to gain unauthorised access to the Services, other customers’ environments, or our infrastructure;
  • circumvent or attempt to circumvent authentication, authorisation, rate limiting, tenant isolation, or the policy engine;
  • probe, scan, or test the vulnerability of the Services except under Section 5;
  • introduce malicious code, or upload content containing it;
  • use credentials you are not authorised to use, or share credentials between individuals; or
  • operate an API credential or Agent under an individual’s identity, which defeats the audit trail.

2.3 Integrity of the Services

You must not:

  • impose an unreasonable or disproportionate load, or interfere with Service integrity or performance;
  • use automated means to access the Services other than through the documented API, MCP server, or webhooks;
  • exceed documented rate limits, or engineer around them by distributing requests across credentials;
  • reverse engineer, decompile, or disassemble the Services, except to the extent that restriction is unenforceable under applicable law; or
  • remove, obscure, or alter proprietary notices.

2.4 Commercial restrictions

You must not:

  • resell, sublicense, timeshare, or provide the Services on a service-bureau basis without our written consent;
  • use the Services to develop a competing product or service;
  • publish benchmark or performance results without our prior written consent, which we will not unreasonably withhold provided the methodology is disclosed; or
  • access the Services for the purpose of competitive analysis while representing yourself as a prospective customer.

2.5 Content and data restrictions

Unless expressly agreed in writing, you must not submit to the Services protected health information subject to HIPAA, cardholder data subject to PCI-DSS, biometric identifiers, government identification numbers other than tax identifiers required for statutory reporting, classified information, or data subject to ITAR or EAR controlled-technology restrictions.

The Services are not designed for those categories. This restriction protects you as much as us: submitting regulated data to a system not built for it creates a compliance exposure that is difficult to unwind.

03Automated Agent use

Specific to the automation capabilities of the Services, you must not:

  • attempt to configure an Agent to release payment, create a vendor or change vendor banking details, grant or modify permissions, close or reopen an accounting period, or make a statutory filing;
  • attempt to circumvent the authority model, confidence thresholds, or escalation routing;
  • use the Services to make automated decisions producing legal or similarly significant effects concerning individuals, including credit, employment, housing, insurance, or benefits decisions;
  • deliberately submit content designed to manipulate an Agent into acting outside its granted authority, including prompt injection against your own tenant; or
  • represent Agent Output as reviewed by a qualified professional where it has not been.

The prohibited capabilities in the first item are not configurable by us either. An instruction asking us to enable them is void under the Terms, and we will decline it at any price.

3.1 Your review obligation

You must review and accept Output before relying on it for financial reporting, filing, or any decision with external consequence. Granting an Agent authority does not transfer to us responsibility for the accuracy of your financial records.

04How we enforce this policy

Our response is proportionate to the risk. We do not treat every breach as grounds for termination, and we do not use this policy as a pretext.

SituationOur response
Inadvertent breach with no ongoing risk — for example exceeding a rate limitWe contact you and work out a fix. No suspension, no penalty.
Breach creating risk to your own dataWe notify you, explain the exposure, and give you a reasonable period to remediate.
Breach creating risk to other customers or to the ServicesWe may suspend the specific capability at issue, narrowly, with prompt notice.
Imminent and serious riskWe may suspend access without prior notice, limited to what is necessary, with notice as soon as practicable.
Unlawful activity or a breach not capable of cureWe may terminate immediately under the Terms.

4.1 Commitments when we act

  • We will tell you what we did, why, and what would resolve it.
  • Suspension will be as narrow as the risk permits — a capability rather than an account where that is sufficient.
  • We will not suspend your ability to export your data under this policy, except where the export itself is the vector of harm.
  • We will restore access as soon as the risk is resolved.
  • You may escalate any enforcement decision to [email protected] and a different person will review it.

4.2 Reporting a breach

To report suspected misuse by another party, write to [email protected]with “AUP” in the subject line.

05Security research

Section 2.2 prohibits probing and scanning. This section is the exception, and it is deliberately broad because a vendor that threatens researchers gets told about vulnerabilities last.

5.1 What we permit

Good-faith security research conducted in accordance with responsible disclosure, provided you:

  • test only against your own tenant or an environment we designate;
  • do not access, modify, or exfiltrate data belonging to any other customer;
  • do not degrade the Services for others — no denial of service, no volumetric testing, no automated scanning that generates disproportionate load;
  • do not use social engineering against our personnel or customers, or attempt physical access;
  • stop as soon as you have confirmed a vulnerability, and do not pivot further into systems; and
  • report to [email protected] with “Security” in the subject line and give us a reasonable period to remediate before public disclosure.

5.2 Our commitment to researchers

  • We will not pursue legal action, or support action by others, against research conducted within these bounds. This includes claims under the Computer Fraud and Abuse Act and anti-circumvention claims under the DMCA.
  • We will acknowledge your report within one business day.
  • We will keep you informed of remediation progress and tell you when it is fixed.
  • We will credit you publicly if you want that, and respect a request for anonymity if you do not.
  • We will not require you to sign an NDA as a condition of reporting.

We do not currently operate a paid bug bounty. We will say so plainly rather than implying a reward that does not exist.

06Changes to this policy

We may update this AUP. For changes that materially restrict permitted use, we will give at least 30 days’ notice before they take effect. Clarifications and changes that broaden permitted use take effect on posting.

Where a restriction is materially adverse to your existing use and we cannot agree an accommodation, you may terminate the affected Services before it takes effect and receive a pro-rata refund of prepaid unused fees.

Changes are logged in the changelog. Prior versions on request.

Questions, reports, and appeals

General questions and AUP reports: [email protected]. Security reports: same address with “Security” in the subject line — acknowledged within one business day, and we will not pursue good-faith research.

To appeal an enforcement decision, write with “AUP appeal” in the subject line and a different person will review it.

Related: Terms of Service · Privacy Policy · Security · Service Level Agreement

erp.io

ERP software with AI agents inside it — and the implementation, integration, and custom development that make it fit how you already work. We research and compare the rest of the market too, including the products we compete with.

+1 (206) 813-0393
AI
  • AI agents
  • ERP Copilot
  • Governance
  • Authority levels
  • Accuracy method
  • AI PLM software
  • AI in ERP report
Platform
  • General ledger
  • Shadow ledger
  • Close
  • Reporting
  • Customer portals
  • API & MCP
Services
  • Implementation
  • Implementation rescue
  • Integration
  • Migration
  • Custom modules
  • Pricing
Research
  • ERP directory
  • Comparisons
  • Free tools
  • Guides
  • Glossary
  • Methodology
Docs
  • Documentation
  • Getting started
  • Modules
  • Platform
  • Developers
  • What is shipped
Company
  • About
  • Editorial policy
  • Partners
  • Trust center
  • Careers
  • Contact
© 2026 erp.io — a product of Nead, LLC (d/b/a DEV.co)We rank competitors honestly. No paid placement, ever.LegalPrivacyTermsDPASLACookiesStatus