It’s very flexible and modular. You can adjust just about everything and create new pieces that work alongside the existing modules.

Ability to add customized automations that can help make invoicing more efficient

Rootstock is a very detailed product that lets us report on more data than we could before, especially around material transactions and project profitability. By switching to Rootstock, we’ve also been able to bring our financial and operating worlds together, which has created a smoother process flow for users. The onboarding process provided a lot of support from personnel and we've continued to receive assistance and regular check-ins over the years. The Fixed Asset feature has saved us a lot of time and helped reduce potential human error by moving our asset tracking out of a spreadsheet and into a straightforward system. Once an asset is entered, it calculates and processes the related transactions for you, which makes the overall tracking process much simpler. The option to integrate with Salesforce and our bank is an absolutely necessary feature which Rootstock is able to accomodate. Rootstock also has a high performance level when we have many users logged in and performing transactions. We have yet to experience AI within our system but are confident that Rootstock will work to integrate it, as they are always working to improve their product. ERP systems may not be cheap, but the payoff is well worth the reporting capabilities which allow our Executive team to strategically lead us toward growth.