Who We Serve

For the COO and
Operations Director.

Operations leaders need finance and operations data in a single view, not two systems that never quite reconcile. We build the integrated operational ERP that makes that possible.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Operations Priorities

Where finance and operations intersect

Inventory and production visibility

Operations leaders making procurement and production decisions need real-time inventory valuations, accurate cost-of-goods data, and integrated purchasing workflows. Without that, decisions are made on lagged data and margin leakage is invisible until month-end.

Supply chain and supplier management

Supplier performance, three-way matching, and purchase-order lifecycle management are operational as much as financial. A system that separates these functions creates reconciliation overhead and delays that compound across the supply chain.

Multi-site coordination

Manufacturing and distribution operations spanning multiple sites need a single operational view — stock levels, production schedules, intersite transfers, and financial performance — without manual consolidation between disconnected systems.

Document and approval automation

Purchase invoice processing, goods-received notes, and supplier statement reconciliation are high-volume, low-value tasks that consume operations team capacity. X3CloudDocs automates these workflows, reducing processing time and eliminating manual matching errors.

Sage X3

Operations and finance unified in one platform

Full ERP for mid-market manufacturers, distributors, and complex operations. Finance, supply chain, production, and purchasing managed as one integrated system — extended by X3CloudDocs AP automation from day one.

Sage X3 for Operations

Full operational ERP, not finance bolted onto operations.

Sage X3 is an integrated ERP designed for organisations where operations complexity is inseparable from financial complexity. Manufacturing, distribution, multi-site, multi-currency — all connected to a single ledger that finance and operations share, not replicate.

Manufacturing and production

Bill of materials, production orders, capacity planning, quality management, and cost variance analysis — all feeding directly into the financial ledger without manual intervention or period-end journals.

Inventory and warehouse

Real-time stock valuation, batch and serial number traceability, multiple valuation methods (FIFO, AVCO, standard cost), and WMS integration via the Mysoft ISV ecosystem.

Purchasing and supplier management

Purchase orders, receipts, supplier invoices, and three-way matching in a single workflow. X3CloudDocs adds AI-powered invoice capture and automated matching for high-volume purchasing environments.

Distribution and sales order management

Order-to-cash from customer order through despatch, invoicing, and revenue recognition. Integrates with shipping partners via the Mysoft ISV ecosystem for automated despatch and track-and-trace.

Operations leaders who can see every process, every bottleneck, and every exception in real time don't just run better operations — they run better businesses.

X3CloudDocs

Intelligent document automation for operations teams.

X3CloudDocs is Mysoft’s proprietary IP — the top-rated product on the Sage X3 Marketplace. It delivers document automation, supplier statement reconciliation, and intelligent matching directly inside Sage X3.

Purchase Invoice Automation

AI-powered capture and coding of supplier invoices directly into Sage X3. Reduces processing time and eliminates manual keying errors for high-volume purchasing operations.

Sales Order Automation

Automated processing of inbound sales orders (inbound POs) from customer documents. Reduces manual data entry and order processing time significantly. Half-way house between EDI and manual.

Electronic Document Management

Structured document storage linked directly to Sage X3 transactions. Purchase orders, delivery notes, invoices, and correspondence — all retrievable from within the ERP without switching systems.

Sage Platinum

Partner status — UK & North America

No.1

Rated X3CloudDocs on the Sage Marketplace

UK & NA

International support capability

4-layer

Agentic Finance Governance Framework

AI Readiness Assessment

Is your finance infrastructure ready for the next stage of growth?

Find out where your back office is holding the business back — and what a realistic path to resolution looks like. Our assessment benchmarks your current position against mid-market peers and identifies the highest-priority gaps.

AI Readiness Assessment

Maturity Score

5 domains · 13 questions

Score

0 / 39

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ERP & Data Foundation

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Process Maturity

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AI & Tech Readiness

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Governance & Controls

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Organisational Readiness

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For the COO and Operations Director.