Buyer’s checklist
How to choose a business suite.
The questions worth asking every vendor, how to check the answers in a demo, and how Yaalio answers each one today, including what is still planned.
We do not compare named products here. We hold no verified records of other vendors’ features, so this page only says what to check and what Yaalio does now.
Method
Run a fair comparison.
Use the same steps for every suite on your list, Yaalio included.
Write down your own processes first
List the five or six things your business does every day: a sale, an order, a purchase, a pay run, a support ticket. Compare suites on those, not on feature counts.
Ask to see it, on your kind of data
In each demo, ask the vendor to run your processes with sample data shaped like yours. A slide is a promise; a screen doing the work is evidence.
Mark every answer: shown, promised or missing
Count only what you saw working. Ask for dates in writing for anything promised, and treat a missing date as missing.
Check what is live, not only what is listed
An integration on a features page may still be waiting for live accounts. Ask to see a real transaction go through it.
Ask how you leave
Before you join, find out how your data comes out: in what format, with what permissions, and at what cost.
Checklist
One record, or many copies
Suites built from separate apps often copy data between them, and copies drift.
Does a sale reach stock and the books without anyone retyping it?
Every re-keyed figure is a chance for the shop, the warehouse and the accounts to disagree.
How to check: Make one sale in the demo, then open the stock movement and the journal it created.
Yaalio today
A sale at the till moves stock on the ledger and posts to the books as it happens.
- Available POS: Posts to stock and books
- Available Inventory: Append-only stock ledger
- Available Books: Ledger and posting rules
- Being verified Commerce: Orders into stock and Books
Is there one record per customer across sales, support and billing?
If each team keeps its own customer list, nobody sees the whole relationship.
How to check: Find one customer and ask to see their quotes, tickets and invoices from that record.
Yaalio today
Each customer has one record that every product reads, with duplicate merging you can undo.
- Available CRM: One record per customer
- Available CRM: Duplicates and merge with undo
Checklist
Money you can audit
The accounts are only as good as the rules that stop them being quietly edited.
Are posted entries corrected by a reversal, never by editing?
An entry that can be changed after posting leaves no trail for your accountant.
How to check: Ask to correct a posted invoice and see what the ledger keeps afterwards.
Yaalio today
Posted entries and stock movements are never edited; a correction is a reversal, and periods can be closed.
- Available Books: Ledger and posting rules
- Available Books: Periods and year-end
Does every amount keep its own currency?
A suite that converts everything into one currency hides exchange gains and losses.
How to check: Raise a bill in one currency and pay it in another, then read the ledger.
Yaalio today
Each company keeps its own base currency, every document keeps its currency and rate, and balances are revalued.
- Available Books: Multi-currency and revaluation
- Available Purchasing: Multi-currency purchasing
Who verified the tax and payroll rates for your country, and when?
Rates are data the vendor ships. Wrong rates are your liability, not theirs.
How to check: Ask for the date and the reviewer of the rates, and what happens when an item has no tax rule.
Yaalio today
Rates are not yet verified by an accountant, and filing with a tax authority is not offered. If an item’s tax code has no rule, Yaalio refuses the document instead of charging zero.
Checklist
When the internet drops
A shop that cannot sell when the connection fails loses the sale and the customer.
Does the till keep selling offline, and sync each sale exactly once?
A sale recorded twice, or not at all, breaks both the stock count and the takings.
How to check: Disconnect the network in the middle of a demo sale, finish it, then reconnect.
Yaalio today
The till keeps selling offline on the device and syncs each sale once when the connection is back.
- Available POS: Offline selling with safe sync
Can staff clock in and count stock without a connection?
Warehouses and back rooms are where the signal is weakest.
How to check: Ask to see a clock-in and a stock count done offline, then synced.
Yaalio today
The attendance kiosk and stock counts with scanning work offline and sync later.
- Available People: Attendance and kiosk
- Available Inventory: Counts with offline scanning
Checklist
Who can see what
Permissions decide whether a cashier can see payroll. Check them before you need them.
Is each workspace kept apart in the database, not only in the app?
A single missed check in application code should not expose another business’s data.
How to check: Ask how isolation is enforced and how it is tested.
Yaalio today
Each workspace is scoped in the application, enforced again by the database, and tested by a suite that tries to cross the wall.
Are reports scoped to what each person may see?
A dashboard that ignores permissions is a back door to every figure.
How to check: Sign in as a branch manager and open the dashboards.
Yaalio today
Every metric respects the viewer’s permissions and can be split by company and branch.
Does the AI ask before it changes anything?
An assistant that writes on its own can change records nobody reviewed.
How to check: Ask the assistant to change a record and see whether it asks you first.
Yaalio today
The assistant reads only what you may read, and any change arrives as a proposal a person confirms.
- Available AI: Writes need confirmation
- Available AI: Reads with your permissions
Checklist
Getting data in and out
The systems you already run have to talk to the new one, and you may want to leave one day.
Is there a documented API with scoped keys and signed webhooks?
Without one, every connection becomes a manual export.
How to check: Ask for the API reference and create a key that can only read.
Yaalio today
A versioned REST API with scoped keys, OAuth apps and signed webhooks you can replay.
- Available Connect: Versioned REST API
- Available Connect: Scoped API keys
- Available Connect: Signed webhooks with replay
- Planned Connect: Public developer portal
Can you take your data with you?
The price of leaving is part of the price of joining.
How to check: Ask for a full export of a test workspace and open it.
Yaalio today
Imports are checked before anything is written, exports respect permissions, and the API covers the rest.
Checklist
Proof, not promises
Some answers cannot be shown in a demo. Ask for evidence instead.
Which payment, email and shipping connections run on live accounts today?
A connection that has never handled a real transaction is still a plan.
How to check: Ask to see a real payment or a real sent email go through it.
Yaalio today
Live online payments, live email sending, carrier labels and live connectors are planned; Yaalio does not advertise them as live.
- Planned Commerce: Live online payments
- Planned Campaigns: Live email sending
- Planned Commerce: Carrier labels and live rates
- Planned Connect: Live connectors
Can the vendor show reports for any security or reliability claim?
A badge without a report behind it tells you nothing.
How to check: Ask for the auditor’s report and the date of the last external test.
Yaalio today
We hold no third-party security certification and publish no availability or speed figures yet, and we say so.
What will it cost for your setup, in writing?
A price per user can hide set-up, add-ons and limits.
How to check: Ask for a written quote for the products and the number of people you have.
Yaalio today
Prices are not published yet. We quote each pilot workspace for its setup.
See it for yourself
Bring your checklist to a demo.
We will run your processes on a real workspace and answer each question on screen.