Rootstock
6/10Cloud ERP built natively on Salesforce for mid-market manufacturers and distributors, combining order management, inventory, production, supply chain planning and core financials.
Data last updated November 2026 · Our methodology
Overview
Rootstock Cloud ERP runs entirely inside the Salesforce platform. Manufacturing, distribution and supply chain companies use it to manage sales orders, engineering change control, inventory, production, MRP and accounting in the same org as their Salesforce CRM data. The financials module includes a general ledger with chart of accounts, accounts payable with payment selection and 1099 reporting, sales order invoicing (including batch invoicing), multi-currency handling with exchange rate tables and FX gain and loss accounts, and multi-company and division reporting. Bank reconciliation can pull statements automatically through Plaid, and the Summer 2026 release rebuilt the Bank Statement Workbench to improve auto-matching. It fits best for discrete, engineer-to-order, aerospace, medical device and high-tech manufacturers that already use Salesforce. Rootstock does not publish prices. Third-party directories list Growth, Advanced and Enterprise editions starting around 100 US dollars per user per month, and Salesforce platform licences are billed on top. Implementation often starts around 35,000 US dollars, and G2 reviewers report that projects take about eight months. Sales tax is handled through a certified Avalara integration rather than natively. AccessGuard, a newer add-on, restricts record access by company and division. The main drawback is the Salesforce dependency itself. Reviewers mention extra storage costs from locked records, a UI that still carries some Classic and Visualforce screens, and upgrade risk on heavily customized orgs. Finance depth is moderate, so it is not a good fit for companies that only need accounting.
Our Rating
Who Rootstock is best for
Best software for ManufacturingGood fit
Rootstock is built around MRP, production, bills of materials, shop floor control, and lot and serial traceability for discrete and engineer-to-order manufacturers.
Directories place its target customers at roughly 1 million to 1 billion US dollars in revenue, and it has been named a Nucleus SMB and mid-market ERP leader for five years running.
Less suited
GL, AP, AR, bank reconciliation and multi-company reporting are covered, but analysts rate the finance module as moderate and not a differentiator.
Distribution and supply chain firms are a stated market, though reviewers note that warehouse management depth may need add-ons.
Salesforce licensing, per-user ERP fees and implementation projects that often start around 35,000 US dollars make it heavy for small firms.
Pros & Cons
Pros
- Runs natively in Salesforce, so quotes, orders and customer data share one platform with CRM without middleware.
- Broad manufacturing coverage, including MRP, engineering change control, shop floor control, lot and serial tracking, and make-to-order, configure-to-order and engineer-to-order modes.
- Bank feeds through Plaid cover more than 12,000 institutions in the US, Canada and Europe for automated statement import and reconciliation.
- Certified Avalara AvaTax connector calculates sales tax during invoicing.
- Low-code Salesforce tooling lets admins change workflows and objects to fit specific processes.
- Reports SOC 1 and SOC 2 Type II controls and inherits Salesforce platform security features.
Cons
- Prices are not published, and Salesforce licences come on top of Rootstock per-user fees.
- Implementations are long and resource-intensive, with G2 reporting about eight months to go live, and services often start around 35,000 US dollars.
- Reviewers warn that locked records can drive up Salesforce data storage costs as volumes grow.
- Some screens still use older Classic and Visualforce interfaces, and new users face a learning curve.
- Heavy customization raises upgrade risk, and reviewers report slow case updates on complex support issues.
- Finance depth is moderate, with no native payroll, and tax relies on partners like Avalara.
Key Features
Rootstock Pricing
Advanced
- Includes all licence types in Growth
- Third-party figures vary from about 145 to 180 USD per user
Growth
- Salesforce platform licences billed separately
- Shop floor and limited function-specific licences
- Entry edition per third-party directories, which list about 100 USD per user per month
Frequently Asked Questions
Yes. Rootstock is built entirely on the Salesforce platform, so Salesforce licences sit underneath it and are billed separately from Rootstock's own per-user subscription.
Rootstock sells by quote. Third-party directories list a Growth edition from about 100 USD per user per month, an Advanced edition at roughly 145 to 180 USD per user, and custom Enterprise pricing. Implementation services typically start around 35,000 USD.
SelectHub reports that there is no free trial. Rootstock directs prospects to demos and its sales team.
Tax is handled through a certified Avalara AvaTax integration with Rootstock's Sales Order Management, which validates addresses, checks exemptions and calculates tax at invoicing. The AP module also produces 1099 forms.
Yes. Rootstock's bank integration uses Plaid to import transactions from linked banks in the US, Canada, UK and EU into reconciliation records. The Summer 2026 release rebuilt the Bank Statement Workbench with improved auto-reconciliation.
Rootstock says it holds SOC 1 and SOC 2 Type II reports and inherits Salesforce platform controls such as two-factor authentication, encryption and event monitoring. AccessGuard adds company- and division-level access controls as an add-on.
Yes. It supports multi-company and multi-division setups with reporting across entities, plus exchange rate tables, vendor-currency AP and foreign exchange gain and loss accounts.
As of the Summer 2026 release, the Sales Agent and Purchasing Agent are in pilot with selected customers only and are not generally available.
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Ranked near Rootstock in Finance Software
See Rootstock in the listRootstock is #69 in Finance Software by our score.
