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AI-Native ERP & Inventory Management

ERP & inventory management for companies that make, move, and service goods

Overview

Rootstock is the AI-native ERP on Salesforce for product-centric companies, extending agentic, governed workflows and real-time CRM data across order management, inventory, field service, production, supply chain, projects, and financials.

See How AI-Native ERP & Inventory Management Works

AI-Native Foundation Rootstock is AI-native by design. One real-time data model gives agentic workflows the same live, governed foundation AI agents need to act safely across the business, not a bolted-on AI layer.
Governed AI Governed AI action across order, inventory, and financial data. Agents work within the same permissions and business rules your people already follow. Real-time access, nothing left ungoverned.
Order Management Rootstock puts every order, from quote to cash, on one real-time record, so sales, ops, and finance always see the same live status instead of three different versions of the truth.
Inventory Management Inventory and production run on live data. Stock levels, work orders, and shop floor status update in real time, so planners and AI agents act on what is happening now, not last night's sync.
Field Service Field techs work from live data instead of a sync that ran last night, cutting failed appointments and giving them the full order and service history the moment they arrive on site.
Supply Chain & Procurement Purchase orders and supplier data live on the same model as the rest of the business, so procurement decisions are made with real visibility into inventory and demand, not guesswork.
Financials & Projects Financials and project tracking are unified with operations, not bolted on after the fact, so revenue, cost, and margin reflect what is actually happening on the floor right now.
No Integration Tax No middleware, no nightly sync jobs, no reconciling two systems that disagree. Rootstock and Salesforce share one real-time data model from day one, the foundation agentic AI needs to act.
Scalable, Configurable, and User Friendly Scalability is built in, enabling you to easily adapt to changing needs without costly, disruptive customizations. Gain an intuitive interface your team can easily navigate and eliminate the need for UX training.

Rootstock is the AI-native ERP for product-centric companies: the businesses that build, sell, and service physical products. Rootstock unifies order management, inventory, production, supply chain, field service, projects, and financials on a single real-time data model. AI is structurally embedded in the platform rather than bolted on and agents work from one governed data model that already holds your orders, inventory, suppliers, and financials, so they can see what's happening on the floor and act on it in seconds. That single data model is what makes Rootstock built for the agentic era. Every order, work order, purchase order, inventory record, service call, and financial transaction is immediately visible, giving AI agents governed, real-time access to the same data your people work from, with permissions enforced at every step. Field service teams get the same real-time foundation: fewer failed appointments and technicians working from live data, not yesterday's sync. Finance, planning, and operations all work from one source of truth. Customers gain the visibility and predictable productivity they need to control costs and elevate their operational excellence.