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Rootstock AI-Native ERP and Inventory Management

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

Overview

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

See How Rootstock AI-Native ERP and Inventory Management Works

AI-Native ERP Foundation Rootstock is an AI-native ERP by design. One real-time data model gives your people and AI agents the same live, governed foundation to act safely across the business, not a bolted-on AI layer.
Inventory Management Inventory management runs 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.
Order Management Order management from quote to cash on one real-time record, so sales, operations, and finance always see the same live order status instead of three versions of the truth.
Governed AI Agents take governed action across order, inventory, and financial data, working within the same permissions and business rules your people already follow. Real-time access, nothing left ungoverned.
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.
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.
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.
Scalable, Configurable, & User Friendly Scalability is built in, so you can adapt to changing needs without costly, disruptive customizations. Your team works in the Salesforce interface they already know, with little to no UX training.

Rootstock is the AI-native ERP (enterprise resource planning) system built natively on Salesforce for product-centric companies: the manufacturers, distributors, and service businesses that build, sell, and service physical products. Rootstock unifies order management, inventory management, 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 in Salesforce, giving AI agents governed, real-time access to the same data your people work from, with permissions enforced at every step. For inventory management, that means stock levels and availability update the moment an order is booked or a work order is completed, across every site and warehouse. Sales can promise accurate ship dates, and plan