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Back office tools

Back office software built by AI, on the records you already keep

Reconciliations, vendor records, approvals, data fixes: the back office runs on spreadsheets and admin screens nobody wants to maintain. Describe the tool and ToolJet builds it on your ERP, database and sheets, with roles, thresholds and an audit trail from the first version.

  • Admin and record management
  • Reconciliation queues
  • Approvals with thresholds
Example Back office tools app · illustrative data
Vendor masterChange requestsSSOAudit onProduction
Pending changes236 bank detail changes
Approved this week71median 38 min
Duplicates flagged4review before month end
VendorChangeRequested byStatus
Northwind Logistics LtdBank accountAP · S. ItoSecond approval
Kestrel Energy SAPayment terms 30 → 45ProcurementApproved
Bramble & CoNew vendorMarketing opsAwaiting documents
Helio HealthAddressAP · L. NovakApproved

Bank detail changes need two approvers from different teams and a callback note before they apply

Two-person rule, callback field and audit note added · awaiting your review

40,000+stars on the open-source core
AICPA SOCISO 27001
SOC 2 Type IIISO 27001 and GDPR · Visit the trust centre
Your infrastructureCloud, VPC, on-premise or air-gapped
100+ connectorsplus any REST or gRPC endpoint

No engineering ticket needed

Describe the tool you need. ToolJet builds it.

Type what you want in plain language. ToolJet generates the pages, queries and logic as a working app. Connect your data, set who can see what, and review the generated logic before publishing. Edit the app on the canvas afterwards.

  • Working app, not a mockup
  • Review access rules before publishing
  • Free to start, per-builder pricing
Enter to build · Shift+Enter for a new line

Built on the systems your back office already runs

  • SAP HANA
  • Oracle
  • PostgreSQL
  • Google Sheets
  • Stripe
  • Microsoft 365
  • SharePoint
  • Slack
Browse all integrations

Have developers? They can build the same apps fromClaude CodeCodexCursorGitHub CopilotGrok Buildthrough the ToolJet plugin

What back-office teams build with ToolJet

Master data and record management

Vendors, customers, products and employees with controlled changes, duplicate checks and history.

Reconciliation and exception queues

Match ledger, bank and processor data, assign breaks, track ageing to resolution.

Approvals with thresholds

Spend, credit, refund and change approvals routed by amount and risk, with two-person rules where needed.

Data correction tools

Guarded edits to production records with approval before write and a full change log.

Contract and renewal tracking

Owners, notice periods, values and reminders across suppliers and customers.

Period-end and compliance checklists

Close tasks, owners, due dates and sign-off with evidence attached.

How back offices roll it out

  1. 01

    Connect ERP, database and sheets

    SAP, Oracle, Postgres and Google Sheets connect once with scoped credentials. The tool reads and writes in place.

  2. 02

    Encode the control

    Thresholds, segregation of duties and two-person rules are part of the build, enforced by roles the platform applies.

  3. 03

    Replace one spreadsheet at a time

    Start with the process that hurts most at month end. Pilot with the team, refine on the canvas, then move to the next.

  4. 04

    Automate the reminders

    On Self-hosted, scheduled workflows chase approvals, flag ageing items and post to Slack or Teams.

In production

Teams already running on ToolJet

Controls auditors recognise

Segregation of duties, enforced by the platform

Back office tools handle money and master data. Role and row-level permissions, two-person rules and audit logs come with every app; self-host if the data has to stay in house.

Segregation of duties

Requesters, approvers and administrators on separate roles, with query-level permissions the platform enforces.

Change history and evidence

Platform audit logs plus the approval, rationale and before/after records your apps store.

Single sign-on and SCIM

SAML, OIDC and LDAP with directory groups mapped to roles; joiners and leavers handled automatically.

Runs where you say

ToolJet Cloud, your VPC, on-premise or air-gapped. Credentials stay server-side.

Security and governance features vary by plan. Workflows and Agent Builder are available on Self-hosted only; BYOK is a Self-hosted Enterprise add-on. Compare plan availability.

Two ways to get there

Build it yourself, or bring our engineers in

Self-serve

Your team, your pace

Start free. Describe the tool, refine it on the canvas, and ship it under your own access rules. Start with one app, then test it with your team before rolling it out.

Start free

Professional services

Forward-deployed engineers, embedded with your team

When the timeline is fixed or the process is tangled, our engineers build alongside you: scoped delivery, production-ready apps, and knowledge transfer so your team owns the result.

Talk about a project

Questions back-office teams ask before they start

Can it write back to our ERP safely?

Yes. Writes run as guarded queries with scoped credentials, gated by roles and approval steps you define. Many teams start read-only and add writes once the process is proven.

How do we enforce two-person approval?

Define separate roles for requesters and approvers and require a second approver for sensitive changes such as bank details. The platform enforces the roles; the app records who approved and why.

Can finance and ops teams build this without engineers?

Yes. Describe the process and ToolJet generates a working app on your data; the team refines it on the canvas. IT connects systems and reviews permissions.

Does it replace our ERP?

No. It builds the tools around it: the queues, approvals and corrections that today live in spreadsheets, while the ERP stays the system of record.

Can we keep data on premise?

Yes. Self-host on Docker, Kubernetes, Helm or OpenShift in your own environment, air-gapped if required.

Replace the month-end spreadsheet with a tool that enforces the control

See it on your ERP data with an engineer.

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