Workato vs ERPNext

Last Updated:

Our analysts compared Workato vs ERPNext based on data from our 400+ point analysis of ERP Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Workato is a cloud-based automation and integration platform that automates tasks. It doesn’t require any coding and uses machine learning and patent technology to create and implement automation. Integrate apps and automate business workflow without compromising on security and governance. The secure services manage complex business logic, multi-step tasks and conditional actions, which users can do without creating scripts. Businesses perform enterprise-level integration and process automation with AI. From sales, support to marketing, it offers integration for numerous applications. It’s designed to scale and minimize operating costs and expenses significantly.
read more...
ERPNext is an open-source business solution that caters to small, medium and large-scale industries. It implements with minimum budget and resource usage, making it feasible for start-ups. It offers comprehensive processes to streamline retail management, track inventory, manage customers and increase ROI.

It has a multilingual website builder to manage content and eCommerce needs. It provides built-in integrations with Google, Slack, PayPal, Shopify and more to centralize business operations.
read more...
$17,500 Annually
Get a free price quote
Tailored to your specific needs
$50 Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Ensure Data Security: Meet the highly-regarded data security and governance requirements like SOC2, HIPAA and GDPR. Prevent security issues with role-based access control. 
  • More Customer-Centric Engagement: Forecast spending, decide the budget and know how much to pay over time with a subscription model 
  • Keep Invaluable Technology: Integrate instead of replacing the on-premise technology or legacy system with the technology in the cloud. Gain access to and utilize data in new ways. 
  • Save Time: Keep the team in sync by providing data across different systems and apps. Save time by eliminating silos and free employees from having to switch between apps or manually entering info. 
  • Enhance Decision Making: Provide analysts with a high value of accurate data collected from numerous applications and synced with BI and analytics tools to help make better decisions. 
read more...
  • Automate Stock Replenishment: Create a material request automatically when the inventory level goes below a certain level. Replenish inventory at the right time, mitigating the risk of stock exhaustion. 
  • Improve Customer Management: Maintain credit limits, view receivables, gauge total billing amount and analyze average customer revenue to manage customers better and make informed business decisions. 
  • Customize On-the-Fly: Add custom fields in the form, fetch values to customize form behavior and hide specific fields based on user roles. Enable users to grab relevant information from the vendors or clients. 
  • Facilitate Retail Management: Register a new branch with a couple of clicks and monitor various dimensions such as expenses, stock movements, profit and loss to assess business profitability as a whole. Facilitate the use of local language to ensure interaction with diverse customers. 
  • Automate Routine Tasks: Set up assignment rules like load balancing to distribute leads among the team automatically. It reduces overheads and empowers the sales teams to meet deadlines while dedicating more time to respond to customers. 
read more...
  • Next-Gen iPaaS: Create visually intuitive integrations quickly and easily. Sync data from a single transaction to multiple rows in varied volumes and speed — real-time, scheduled or batch. Eliminate the challenges associated with infrastructure provisioning and capacity planning with cloud platforms. 
  • Modern RPA: Access dark data with screen scraping technology and use APIs for reliable interaction with modern systems. Provide the right tool for the right purpose with the correct mix of AI- and UI-based automation. Create support and maintenance automation and optimize resources.  
  • Enterprise Flow Automation: Go from integration to business automation by adding events and system actions. Ensure communication between multiple enterprise applications with various functions. 
  • Smart Data Pipeline: Minimize the complexities of APIs, capacity planning and infrastructure maintenance by importing data into warehouses like Snowflake or RedShift. Ensure dynamic throughput optimization and quickly adapt to source schema modifications  
  • Low Code API Management: Handle the complete life cycle of APIs with internal and external partners. Empower re-usability and decouple systems by creating microservices. Make sure the data is not compromised by selectively exposing data using APIs. 
  • Enterprise Chatbots: Create custom bots and provide a personalized experience to the customers with a low-code workbot platform. Build apps to enhance communication and directly complete tasks like assigning and escalating tickets and reviewing and approving the proposals. Make sure only authorized users take sensitive actions by authenticating them. 
  • Recipe IQ: Create integration and automation with the assistance of Machine learning algorithms. Transform the business for intelligent custom services and journeys.  
  • Digital Native Architecture: Enhance collaboration between businesses by creating and operating intelligent automation. Build integration recipes and automate tasks using recoverable transactions and auto-scaling. 
  • Audit Log: Enable users to keep track of significant events in chronological order. Keep a log of recipe jobs and every single step involved. Get complete transparency over the recent versions of the recipe. Go back to the older version to fix any problem or update to a new version without losing any data 
read more...
  • Financial Accounting: Manage accounts, transactions and taxes through the accounting module. Manage income and expenses, set up notifications and track cash flow. Manage transactions, send invoices and view reports in multiple currencies. Auto-generate invoices for subscription orders via the subscription module. 
  • Customer Relationship Management: Track the presales process from lead capturing and digital marketing to customer emails and calls. Get live desktop notifications of incoming calls to facilitate omnichannel interactions. Distribute leads among the team via assignment rules to reduce work overhead. Monitor the sales teams’ performance, analyze lead traffic and facilitate sales pipeline visibility. 
  • Human Resources: Recruit talent, plan manpower needs, post jobs, review and email candidates, and store documents in a centralized location. Track expenses, travel requests and employee advances through configurable workflows. Leverage the HR module to manage leaves, submit attendance records and define employee shifts. 
  • Sales and Purchasing: Manage sales tasks such as material requisition, quotations, orders and delivery tracking. Track inventory levels and manage suppliers, shipments and deliverables. Offer a real-time view of sales and purchases with dashboards to analyze critical information in one place. 
  • Project Management: Organize, schedule and track project activities to speed up work. Break down vast projects into manageable tasks and assign them to team members to facilitate collaboration. Assess project progress and efficiency with clearly defined priorities, deadlines and milestones. 
  • Asset Management: Manage and store asset information, including status, location, warranty, insurance, depreciation and more. Configure asset depreciation schedules, calculate amounts and dates and create accounting entries. 
  • Order Management: Maintain a single view of products and stocks across multiple locations. Use serial numbers to track item lifecycle from procurement to delivery. 
  • Manufacturing: Capture operations on the shop floor. View real-time job status, workstation location, employee assignments and more on a single screen. Manage batched items and scan item barcodes through device cameras to find stock. Track material consumption to mitigate expenses and utilize optimum resources. 
read more...

Product Ranking

#48

among all
ERP Software

#6

among all
ERP Software

Find out who the leaders are

User Sentiment Summary

Excellent User Sentiment 33 reviews
Excellent User Sentiment 223 reviews
94%
of users recommend this product

Workato has a 'excellent' User Satisfaction Rating of 94% when considering 33 user reviews from 1 recognized software review sites.

91%
of users recommend this product

ERPNext has a 'excellent' User Satisfaction Rating of 91% when considering 223 user reviews from 4 recognized software review sites.

n/a
4.3 (8)
n/a
3.8 (17)
4.7 (33)
4.6 (69)
n/a
4.6 (129)

Awards

Workato stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

ERPNext stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Extensive Pre-Built Connectors: Workato offers a wide range of pre-built connectors for popular applications, including those commonly used in ERP systems such as Salesforce, NetSuite, and SAP. This can save time and effort during integration projects.
Low-Code/No-Code Platform: The platform's visual interface and drag-and-drop functionality make it accessible to users with varying technical skill levels. This can empower business users to participate in integration projects and reduce reliance on IT departments.
Community & Support: Workato has an active user community and provides various support options, including documentation, tutorials, and a support portal. This can be helpful for users who need assistance with the platform.
Show more
Customization: The solution provides robust customization features, according to 80% of users. Based on the Frappe Framework, it’s easily customizable.
Usability: According to 100% of users who reviewed this pro, it’s easy to use. The tool has a powerful search field that allows users to find what they’re looking for quickly.
Reporting: About 100% of users who mentioned this pro said it has flexible reporting options.
Show more
Steep Learning Curve: Workato's interface can be overwhelming for new users due to its extensive features and functionalities. Effectively using the platform often requires significant time investment to learn its intricacies, which can be a barrier for teams seeking a quick and easy integration solution.
Pricing Structure: Workato's pricing model is based on the number of connectors and recipes used, which can lead to escalating costs as integration needs grow. This pricing structure may not be suitable for organizations with extensive integration requirements or those with unpredictable usage patterns.
Limited Error Handling: Workato's error handling capabilities have been a point of contention for some users. Troubleshooting errors can be challenging, and the platform's logging and debugging tools may not provide sufficient detail to effectively identify and resolve issues. This can lead to frustration and delays in integration processes.
Show more
Customer Support: The support team isn’t knowledgeable and friendly, according to 67% of users.
Documentation: According to 75% of users who reviewed this con, detailed documentation about the system’s use isn’t provided.
Show more

Workato has been making waves in the business world, but is it all it's cracked up to be? User reviews from the past year paint a picture of a powerful tool with some quirks. Workato shines with its ease of use; its drag-and-drop interface makes building workflows a breeze, even for non-techies. It also boasts impressive flexibility, connecting to a vast array of apps like Salesforce, Slack, and Workday, allowing businesses to automate tasks across their entire tech stack. However, some users find the initial setup a bit complex, and navigating the sea of available integrations can feel overwhelming. Compared to similar platforms like Zapier or Microsoft Power Automate, Workato stands out with its ability to handle more complex workflows and its focus on enterprise-level solutions. This makes it ideal for larger businesses with intricate processes and a need for robust automation capabilities. If you're a small business with simple automation needs, Workato might be overkill, but for larger organizations looking to streamline operations and boost efficiency, it's definitely worth considering.

Show more

It can be set up with a minimum infrastructure budget. It has advanced reporting capabilities to create dynamic reports on the go. Advanced reporting enables creating robust dashboards to display the important business metrics and KPIs accurately. However, some users complain of the lack of detailed documentation about the software. The customer support team needs to be more responsive and amicable towards the clients.

Show more

Screenshots

Top Alternatives in ERP Software


Acumatica

Cetec ERP

DELMIAworks

Dynamics 365 ERP

Epicor Kinetic

IFS Cloud

Infor M3

NetSuite

Odoo

Oracle Fusion Cloud

Priority ERP

Rootstock

S2K Enterprise

Sage 300 Cloud

SAP Business ByDesign

SAP Business One

SAP S/4HANA Cloud

SYSPRO

SyteLine

Visibility ERP

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings