Sendys ERP is a Portuguese business management solution used by SMEs for invoicing, sales management, stock, logistics and accounting. Automating processes with Sendys means eliminating the manual tasks that persist despite having an ERP: entering orders received by email, manual bank reconciliation, preparing reports in Excel and sending invoices to customers one by one.
Sendys positions itself as an accessible and flexible solution for companies with 5 to 100 employees, with a strong presence in the trade, distribution and services sectors in Portugal. The platform offers integration capabilities that, when well used, enable automation levels comparable to higher-end ERPs.
Sendys in the Portuguese ERP ecosystem
Sendys stands out in the Portuguese market for:
- Affordable entry cost: competitive licensing that makes it accessible to micro and small businesses.
- Web interface: browser-based access with no need for local installation, making remote work easier.
- API available: Sendys provides a REST API for integration, enabling programmatic automation.
- Integrated modules: invoicing, stock, purchasing, accounting and POS all in one system.
Common challenges for Sendys users
| Challenge | Impact | Automation solution |
|---|---|---|
| Orders received by email entered manually | 15-30 min per order | Automatic email parsing + creation via API |
| Invoices sent one at a time | 2-4 hours/week | Automatic batch sending after issuance |
| Manual bank reconciliation | 1-2 days/month | Automatic import + matching |
| Reports compiled in Excel | 4-8 hours/month | Automatic dashboard connected to Sendys |
| Outdated stock in the online store | Sales of out-of-stock items | Automatic real-time synchronisation |
Processes with the highest automation potential
Order automation:
- Customer orders received by email, B2B platform or online store are processed automatically.
- The system extracts data (customer, items, quantities, delivery address) and creates the order in Sendys.
- Automatic stock and customer credit validation (see order automation).
- Automatic confirmation sent to the customer.
Invoicing and collections:
- Delivery notes or completed deliveries automatically generate the invoice.
- Invoice PDF sent by email to the customer with no manual intervention.
- Automatic reminders for overdue invoices, with progressive escalation (see automated collections).
Stock synchronisation:
- Sendys stock synchronised in real time with the online store (Shopify, WooCommerce, PrestaShop).
- When a sale is made online, the stock in Sendys is updated automatically.
- Automatic alerts when items reach minimum stock.
Purchase document processing:
- Supplier invoices automatically read by AI and posted in Sendys (see AI document processing).
- Automatic matching against purchase orders.
- Alerts for price or quantity discrepancies.
How to integrate Sendys with other systems
Sendys offers several integration options:
- REST API: a programmatic interface for creating, reading and updating data. The most flexible and recommended option.
- Import/export files: CSV and XML formats for batch data exchange.
- Webhooks: automatic notifications when events occur in Sendys (new invoice, new order).
- Marketplace integrations: pre-built connectors for popular platforms.
The recommended integration architecture for SMEs is the hub-and-spoke model: a central middleware that connects Sendys to all other systems, avoiding point-to-point integrations that become difficult to maintain (see systems integration).
Results and expected return
Companies that automate processes with Sendys report:
- A 70 percent reduction in order processing time.
- Same-day invoicing after delivery (versus 3-5 days manually).
- An 85 percent elimination of transcription errors.
- DSO reduced by 15 to 20 days thanks to immediate invoicing and automated collections.
- ROI in 2 to 4 months for invoicing and order automation projects (see how to calculate ROI).
Steps for implementation
- Identify manual processes: list all the repetitive tasks that involve Sendys.
- Check the API and version: confirm that the version of Sendys in use has an active, accessible API.
- Start with automatic invoicing: lower risk, immediate return, a well-defined process.
- Integrate with the online store: where applicable, stock and order synchronisation is the second highest-impact step.
- Expand into document processing: automatic reading of purchase invoices with AI.
If your company uses Sendys and wants to automate operations or integrate the ERP with other systems, talk to us to find out the best approach.