Skip to main content
Soteria Consult Ltd — Accounting, Tax, Advisory, Training, Automation
Home/ERP & Business Automation
ERP & Business Automation Division

Software that runs the business — so the business can grow.

ERP selection and implementation, cloud accounting, workflow automation, dashboards, BI, reporting and system integration — delivered by a senior team that has done it across 300+ enterprises.

See architecture
What we do

Eleven capabilities under one senior-led practice.

From selecting the right ERP to automating the last approval step — a single accountable team.

ERP Consulting

Vendor-neutral selection and readiness advisory — from requirements engineering to fit-gap analysis and total-cost-of-ownership modelling.

  • Requirements engineering
  • Fit-gap analysis
  • TCO & ROI modelling
  • Vendor short-listing

ERP Implementation

End-to-end delivery of NetSuite, Odoo, Microsoft Dynamics 365 Business Central and SAP Business One — configured, integrated and adopted.

  • NetSuite
  • Odoo
  • Dynamics 365
  • SAP Business One

Cloud Accounting

QuickBooks Online, Xero, Zoho Books and Sage — deployed with the app-stack, controls and month-end rhythm growing businesses need.

  • QuickBooks Online
  • Xero
  • Zoho Books
  • Sage Business Cloud

Business Automation

Eliminate the manual, low-value work that drains your team — from invoice capture and approvals to alerts, notifications and back-office bots.

  • Invoice OCR & AP automation
  • Approval workflows
  • Notification engines
  • RPA bots

Workflow Automation

Design and deploy cross-departmental workflows using Zapier, Make, n8n or native ERP workflow engines — with governance built in.

  • Zapier / Make / n8n
  • Native ERP workflows
  • SLA & escalation
  • Audit trails

Executive Dashboards

Real-time KPI dashboards for CEOs, CFOs and boards — the numbers that matter, refreshed continuously.

  • Executive cockpits
  • Operational dashboards
  • Board packs
  • Mobile-ready views

Business Intelligence

Power BI, Tableau and Looker Studio delivery — data models, semantic layers and analytics that stand up to scrutiny.

  • Power BI
  • Tableau
  • Looker Studio
  • Semantic modelling

Management Reporting

Automated monthly reporting packs, statutory reports and investor decks generated straight from source systems.

  • Monthly management packs
  • Statutory reporting
  • Investor packs
  • Board-ready decks

System Integration

Connect ERP, CRM, HRIS, e-commerce and payment gateways with API-first, event-driven integrations.

  • API integrations
  • iPaaS platforms
  • Event-driven pipelines
  • Master data management

Accounting Automation

Automate month-end close, bank feeds, reconciliations, intercompany, allocations and consolidation.

  • Bank feeds & auto-recs
  • Intercompany
  • Allocations
  • Consolidation

Digital Transformation

Multi-year roadmaps that align technology, process and people — governed by measurable business outcomes.

  • Digital roadmap
  • Process re-engineering
  • Change management
  • Capability building
Reference architecture

A modern enterprise stack, wired for scale.

A schematic of how we typically compose the systems, integrations and analytics layer for a growing enterprise.

ExperienceLayer
Customer Portal
Employee Self-Service
Mobile Apps
Vendor Portal
Automation & WorkflowLayer
Approvals
OCR / Document AI
Notifications
RPA Bots
Core SystemsLayer
ERP
CRM
HRIS
E-commerce
Payments
Data & AnalyticsLayer
Data Warehouse
Semantic Layer
BI Dashboards
AI / ML
Governed by identity, security & audit
Workflow illustration

Example: accounts-payable automation.

A representative end-to-end flow — from vendor invoice arrival to posted GL entry — automated end-to-end.

  1. 01

    Invoice arrives

    Email / portal / EDI

  2. 02

    OCR + AI extract

    Header, lines, tax, GL codes

  3. 03

    3-way match

    PO · GRN · Invoice

  4. 04

    Approval routing

    Rules by amount / cost centre

  5. 05

    Post to ERP

    GL, WHT, VAT, vendor ledger

  6. 06

    Dashboard update

    Aging, DPO, cash forecast

Delivery methodology

Five phases. One accountable partner.

Our proven S.O.T.E.R.I.A. delivery model brings governance, discipline and measurable outcomes to every engagement.

01

Discover

Requirements engineering, stakeholder interviews, fit-gap analysis.

02

Design

Target operating model, process design, integration blueprint.

03

Build

Configuration, custom development, data migration, integration.

04

Deploy

UAT, cutover, hypercare and structured adoption.

05

Sustain

Managed services, optimisation, roadmap governance.

Modernise with confidence

Turn your systems into an unfair advantage.

Book a working session with a Soteria ERP partner. Bring your current stack, your headaches and your ambitions — we'll leave you with a one-page architecture recommendation.