Automate the Business One jobs that only get done when somebody remembers.
B1Flow runs on your own server beside SAP Business One and takes over the jobs your team does by hand today, like turning deliveries into invoices, chasing overdue accounts, reordering stock and closing orders that will never ship. You describe a job the way you'd explain it to a colleague, it asks the questions a consultant would ask, and it builds the workflow in dry run so you can see what it would do before it does anything.
When a delivery is added in Business One, create the A/R invoice from it, get the invoice PDF and email it to the customer.
Sound familiar?
Eleven jobs that belong to a person today
Most Business One sites have a list like this one, and every item on it gets done late, or on a good week, or not at all. Some of the fixes below ship as ready-made templates you install and switch on, and the rest are a single sentence typed into the workflow builder.
Getting paid
The work between the goods leaving and the money arriving, which tends to be somebody's job on a Friday afternoon.
Delivered on Monday, invoiced on Friday, and now and then never invoiced at all.
When a delivery is added, B1Flow creates the A/R invoice from it, gets Business One's own PDF of it and emails it to the customer. The invoice is copied from the delivery the way you'd copy a document by hand, so the items, quantities and prices come from the delivery itself rather than being typed in again.
Built from one sentenceNobody chases overdue invoices until the last week of the month.
Every Tuesday morning, each customer with invoices more than 30 days overdue gets an email with those invoices attached as Business One PDFs, and you get the list of who was sent what. On the first of the month, every customer can get last month's invoices combined into one PDF, and that one ships ready-made.
Built from one sentenceThe credit check passed, and the customer was months behind.
Every new sales order goes to an AI agent that looks up the customer's overdue invoices and credit, compares the lines with what they normally buy, rates the risk and writes a note. Anything that isn't low risk lands in the sales manager's inbox, because a credit limit is one number and whether an order should go out has never been one number.
Ships as a templateCustomers quietly stop reordering, and nobody notices until the year-end numbers.
B1Flow reads each customer's buying history, works out who is due to reorder what, and creates draft sales orders for the rep with the reason attached. Claude reviews every proposal first and can drop one-off purchases or round to pack sizes, and a review step can put the list in front of the rep to change or drop lines before anything reaches Business One.
Ships as a templateStock and margin
Where money leaks slowly enough that nobody sees it until the quarterly review.
Your supplier put the price up in March, and you found out in September.
When a goods receipt is added, B1Flow compares each line's price with the purchase order it came from and emails the buyer anything more than 2% higher, while there's still time to have the conversation with the supplier.
Built from one sentenceOut of stock on the things that sell, and years deep in the things that don't.
The stock reordering automation looks at each item's own history before it forecasts it, so a part that sells four times a year doesn't get the same maths as one that sells every day. Lead times are learned from your own receipts against your own orders rather than the number somebody typed into the item master years ago, and the result is a draft purchase order per vendor for purchasing to approve.
Ships as a templateYou bought the last system and still can't say whether it helped.
Before you switch anything on, the back-test runs the forecasts as of dates in the past on your own history and sets them against what was actually ordered. Once it's running, the outcome report shows which drafts became real orders, which were changed first and which were deleted.
Built inThe everyday admin
Small jobs, done by hand every day by someone who could be doing something more useful.
Customers ring to ask whether you got their order.
When a sales order is added, the customer gets the order confirmation as a PDF in their inbox a minute or so later, so nobody has to ring anybody.
Built from one sentenceThe Monday report is somebody's whole Monday morning.
The open orders report groups your orders by customer with subtotals and a grand total, and produces a web page, a PDF and an Excel workbook. It's emailed every Monday and can be run any time with a date range, and people who only need to read reports can open them without being able to change anything.
Ships as a templateThe warehouse waits for somebody to print the pick list.
When an order is added it waits for someone to release it, from the Reviews page or a button in Teams or Slack, and then the pick list is created in Business One and printed on the warehouse printer.
Ships as a templateSales orders from years ago, still open and still in your commitments.
Every night, orders older than the age you choose are closed with a note in the remarks saying why, unless somebody has marked them to keep. In dry run it hands you the list and touches nothing, so you can read it for a week before it closes a single order.
Ships as a templateThe real reason
Why none of this got automated before
Each of those jobs is half a day of consultant time, and nobody signs a quote for half a day to save somebody twenty minutes a week. So the list never gets shorter, and the jobs stay with whoever has always done them. B1Flow makes each one small enough to simply get done, and it doesn't leave you with something only one person understands.
Say it the way you'd say it to a person
Type what should happen and B1Flow asks what a Business One consultant would ask before building anything: a draft or a posting, which documents count as history, who gets the proposals. Then it builds the workflow, checks that every step is complete and connected, and saves it switched off and in dry run.
A change is a sentence, not a support ticket
Tell it to also skip customers who are on hold and you get back exactly what would change, step by step, with the workflow switched off while you look. Keep the half you like, and nothing is saved until you press Save.
Somebody finally writes down what it does
Explain turns any workflow, including one you didn't build, into a hand-over document: the trigger in plain words, each step and what to watch out for, what it writes into Business One, and what to check before switching it on.
When Business One says no, you see what it was asked
Every failed step keeps the request exactly as it was sent next to the error Business One gave back, and Fix this proposes a correction you can check before applying, or tells you the problem is somewhere else.
Before it touches the live company
Nobody wants to be the person who let software loose on the live company.
That's a fair worry, and it's the one B1Flow was designed around rather than covered with a disclaimer.
Dry run first
Every template that writes into Business One, and every workflow the builder creates, starts out writing nothing. It runs against your live company and logs what it would have created, changed or sent, so you can read that for a week before you trust it.
Drafts, not postings
The sales and purchase orders the forecasts propose arrive as drafts in Business One for a person to confirm, and when you ask the builder for a document, its recommended answer is a draft. Posting straight away is a choice you make.
A person where it matters
A workflow can stop and wait for someone to tick, correct and approve, from a link in an email, a Business One message, or a button in Teams or Slack, with reminders and a deadline you decide in advance.
Every run on the record
Each step's input, output and log is kept, so what happened at two in the morning last Tuesday is a page you can open. With the failed-run alert switched on, a failure reaches a person straight away, and Retry picks up from the step that broke.
The approved lines become a draft purchase order in Business One, and the decision is recorded under the approver's name.
For whoever looks after your server
It isn't an add-on, so it won't be the reason an upgrade gets put off.
B1Flow runs as a Windows service on your own server and talks to Business One through SAP's Service Layer, on SQL Server or HANA. Your workflows, your run history and your stored connections stay on that server, and the connection passwords are encrypted there.
Before you ask
The questions we get most
We already use Business One alerts. What's different?+–
An alert tells somebody that a job needs doing, and then it's still their job. B1Flow does the job: it creates the invoice, sends the PDF, drafts the purchase order or closes the order, and it only stops to ask a person at the points where you've told it to.
Is it safe to let AI build things that write into our company?+–
The AI proposes and you decide. The builders show you a plan and a list of exactly what would change, nothing is saved until you press Save, and a new workflow is saved switched off and in dry run. Inside a workflow, the AI agent can only read from Business One, so every write happens in a step you can see and switch off.
What leaves our network?+–
Only the calls to Claude, Anthropic's AI model, on your own API key. When you use the builders, the model sees the names of your fields and settings but not the values in your company, apart from anything quoted in an error you ask it to fix, unless you choose to let it see a couple of sample rows, and you can switch the builders off altogether. A workflow step that uses AI sends what that step is given, and the forecasting automations still work with their AI review switched off.
Do we need a developer or a consultant to use it?+–
Not to run it, review what it proposes or build the everyday automations, which somebody who knows your Business One processes can describe in a sentence. For the bigger ones, we can build them with you.
Can we see what it would do with our own data?+–
That's what dry run and the back-test are for. Dry run runs against your live company and shows you everything it would have done without writing anything, and the back-test sets what the forecasts would have proposed last year against what your customers actually ordered.
What does it need to run?+–
A Windows machine or server that can reach your Service Layer, SAP Business One 10.0 or later on SQL Server or HANA, and an Anthropic API key for the AI features. Business One document PDFs also need SAP's API Gateway, and printing needs a printer that server can see.
Tell us the job nobody has time for, and we'll show you it running.
A 30-minute demo, run on a job that looks like one of yours.
Requires SAP Business One 10.0 or later with Service Layer access (SQL Server or HANA), a Windows machine or server to run on, and an Anthropic API key for the AI features. B1Flow is an independent product by B1 Developers and is not endorsed by or affiliated with SAP SE. SAP and SAP Business One are trademarks of SAP SE.