Follow these steps to get set up quickly and safely
Create your company profile
Enter legal name, address, default currency, tax settings and financial year. Set your document numbering (quotes, orders, invoices).
Add users and roles
Invite your team, assign role‑based access control, and enforce two‑factor sign‑in for all users.
Set your financial settings
Build your chart of accounts, tax codes, control accounts and posting rules. Choose bank accounts and starting balances.
Import your data
Load customers, suppliers, products and opening balances using comma separated values templates. Validate results and correct any issues.
Connect payments and banking (optional)
Use Stripe for card payments and TrueLayer for bank feeds. Live keys are required for production.
Configure modules
Set up specific workflows for Finance, Sales, Inventory, Projects, and POS as needed for your operations.
Compliance and audit
Enable audit trail, set retention rules, confirm General Data Protection Regulation tools, and connect HM Revenue and Customs Value Added Tax.
Run an end‑to‑end test
Quote → Order → Delivery → Invoice → Payment → Bank reconciliation → Reporting.
Train and go‑live
Walk teams through their daily tasks, check access and approvals, and schedule your go‑live date.
Detailed references for core modules
Nexa AI ERP limited is a UK-based company working across technology, consulting, property and investment. Our team has supported businesses across many sectors and sizes.
We saw the same problems again and again: systems were expensive, hard to use, and too rigid. Nexa was created to change that.
We created Nexa ERP to give all businesses the tools normally reserved for large enterprises — without the cost and complexity. Whether you are laying foundations, scaling production or managing complex services, Nexa adapts to your needs.
Finance
Set up ledgers, taxes and posting rules. Learn how to raise and approve purchase invoices, post sales, reconcile banks, run period close and create accurate reports.
Chart of accounts, tax codes and control accounts
Chart of accounts, tax codes and control accounts
Bank feeds and bank reconciliation
Fixed assets and depreciation
Finance
Configure Stripe Terminal, set tax rules and receipt templates, and learn cashier workflows including offline sales, end‑of‑day reconciliation and General Ledger posting.
Connect Stripe Terminal and test a sale
Receipts (on‑screen, email, Portable Document Format)
Bank feeds and bank reconciliation
Offline park and synchronise
Projects
Plan your work, control costs and bill correctly. Create tasks, assign people, record time and expense, and generate invoices with a clear audit trail.
Project templates and task boards
Assigning roles and rates
Time and expense capture
Budget tracking and approvals