One platformto run your entire business

Finance, sales, people, projects and operations working on the same data. Fewer spreadsheets, fewer tools, and a clear view of the company in real time.

Start free trial Explore modules
  • 25+ integrated modules
  • Roles and permissions
  • 100% cloud, any device
Two colleagues reviewing company results on a laptop in the office
ERP Instfy account dashboard with customer and vendor payments
Company dashboardRevenue, expenses, projects and team

What is ERP Instfy?

ERP Instfy is a cloud management system that connects accounting, sales and CRM, HR and payroll, projects, point of sale, purchasing and customer support in one place. Every team works on the same database, so an invoice, a hire or a closed deal updates the numbers for everyone, without exports or duplicate entry.

Built for small and mid-sized companies in the US and Latin America. Guides in English, Portuguese and Spanish at docs.instfy.com.

Every departmenton the same data

Turn on the modules your company needs today and add more as you grow. Each one is connected to the rest, from the first quote to the final report.

Plus: dashboards for every area, real-time reports, export and print for lists, invoices and payslips, and search and filters in every module.

See all features

From sign upto the first report

No installation and no long project. Most teams are running their first invoices and reports in the same week.

  1. Business owner setting up the company workspace on a laptop

    Set up

    Create your workspace, add your logo, currency, taxes and the modules you want to use.

  2. Customer list in ERP Instfy

    Import

    Bring customers, products, vendors and employees from spreadsheets or your old system.

  3. Team working together around a laptop

    Invite

    Add your team with roles and permissions, so each person sees only what their job needs.

  4. Project dashboard in ERP Instfy with progress charts

    Run and grow

    Sell, bill, pay and plan in one place, and follow every result on live dashboards.

Team celebrating results in a busy office

Replace the patchwork of apps with one connected system.

25+modules on a single platform
1login and one database for every team
3languages in the docs: EN, PT and ES
0servers to install or maintain
Manager reviewing the company finances on a laptop
Trial balance in ERP Instfy

Know where the money isevery day, not at month end

Sales invoices, bills and payments post to your accounts automatically, so profit, cash flow and budgets are always up to date.

  • Double entry accounting

    Chart of accounts, journal entries, ledger, trial balance and balance sheet.

  • Profit and loss, budgets

    P&L reports and budget planning to compare planned against actual.

  • Bank accounts and transfers

    Track balances, transfers and payments for every account in one view.

Explore accounting
Salesperson on a call with a client at the desk
Sales proposals list in ERP Instfy

From first contactto paid invoice

Follow every lead through the pipeline, send a proposal, convert it into a quotation and an invoice, and see what was paid, without retyping anything.

  • Leads, deals and pipelines

    Custom stages, owners, tasks and activity history for each opportunity.

  • Proposals, estimates and invoices

    Documents with your brand that turn into invoices without retyping.

  • Contracts

    Store contracts, values and dates with notes linked to each client.

Explore CRM
Team meeting in the office
Recruitment dashboard in ERP Instfy

Your whole teamfrom hiring to payroll

Publish jobs, hire, onboard, track attendance and leave, run payroll and review performance, with every record in one employee profile.

  • Recruitment and training

    Job postings, candidates, training plans and appraisals in one flow.

  • Attendance and leave

    Clock in, schedules, holidays and leave requests with approvals.

  • Payroll and payslips

    Salary setup, allowances and deductions, and payslips ready to print.

Explore HR and payroll

Made for the wayyour company works

The same platform adapts to service firms, retail, distribution and multi-unit operations. Turn on only what fits.

Industries

Sectors where an integrated ERP pays off fastest.

Teams

One login for every area, each with its own permissions.

  • Owners and CEOs
  • Finance and accounting
  • Sales and CRM
  • HR and people
  • Project managers
  • Store and POS staff
  • Purchasing
  • Customer support
  • Operations

Connectedand made yours

Get notified where your team already works, take payments online and give the system your own brand, language and layout.

Integrations

Alerts, meetings and payments without leaving the ERP.

  • Slack notifications
  • Zoom meetings
  • Twilio SMS
  • Online payment gateways
  • Calendar sync

Customization

Your company, your look, your language.

  • Your logo and colors
  • Light and dark themes
  • Multi-language and RTL
  • Sidebar and layout
  • Print templates
  • Cookie consent (GDPR)
Customer chatting on a smartphone

Automation and AIworking for your team

The ERP does the repetitive work on its own, and the Instfy AI agent talks to your customers at any hour. Your team spends time on decisions, not on retyping data.

Automatic postingsInvoices, bills, payments and payroll post to accounting without manual entry.
Stock that updates itselfEvery sale and purchase adjusts inventory in the right warehouse.
Real-time alertsNotifications on Slack, by SMS or by e-mail when something important happens.
Approval flowsLeave requests, estimates and expenses move forward with a click.
AI agent on your siteInstfy AI answers visitors 24/7, trained on your own content.
More leads, less waitingThe agent captures contacts while your team is offline, ready for follow up.
Meet Instfy AIStart free trial

Questionsbefore you start

Still deciding? Our team helps you choose the right modules and plan the migration.

Talk to the team
What is ERP Instfy?

A cloud business management platform that connects accounting, sales, CRM, HR, projects, POS, purchasing and customer support in one system, with one login and one shared database.

Do I need to install anything?

No. ERP Instfy runs in the browser on desktop, tablet and phone. You create your workspace, invite your team and start working.

Can I control what each employee sees?

Yes. Roles and permissions define which modules and actions each user can access, so finance, sales and HR data stay with the right people.

Can I start small and add modules later?

Yes. Plans define which modules are active. Start with what you need today and enable more as the company grows. See pricing.

Is there documentation and training?

Yes. Instfy Docs has step by step guides for every module in English, Portuguese and Spanish.

How do I get help to implement it?

Write to relationship@instfy.com or call +1 (689) 305-0884. We help with setup, data import and team onboarding.

Ready to run the companyon one platform?

Create your workspace in minutes. No installation, no credit card to start the trial.

Start free trial Contact sales