opsPhlo is the trade ERP for physical commodity traders. Contracts, hedges, stock, shipments and accounting sit in one place, so your position and your P&L by contract are current every day, not rebuilt in a spreadsheet at month end.
opsPhlo is for companies that buy and sell physical commodities and carry the contract, the shipment and the price risk themselves: grains and oilseeds, softs such as cocoa, coffee and sugar, metals and ores, energy, fertiliser and food ingredients.
Most of them run on spreadsheets plus an accounting package, or a general ERP that holds invoices but not contracts, hedges or shipments. opsPhlo replaces the spreadsheet in the middle with one system the whole team works in: traders, operations, risk and finance.
A cargo splits, a price fixes, a counterparty pays late. In a spreadsheet, the position and the P&L catch up days later, and month end becomes a reconciliation exercise across three files and an accounting system.
In opsPhlo, every event is recorded once, on the trade it belongs to. The contract, the hedge, the stock, the freight and the invoice stay linked, so the numbers you look at in the morning are the numbers your accountant closes on.
Book a demoBuilt by people who have run and built trading systems inside commodity houses, for the way a physical desk actually works.
Long and short by commodity, contract and location, derived from the deals themselves rather than typed into a separate sheet.
Purchase price, freight, duty, finance costs and FX land on the deal they belong to, so you see the margin per trade before month end.
Futures, options and FX hedges allocated to contracts, with mark-to-market on open positions, so the risk view covers both sides of the book.
Built on Acumatica, so receivables, payables, multi-currency and multi-entity accounting are part of the same system, not a bolt-on.
Lots, warehouses, quality and weights tracked from purchase to delivery, with shipment and document status on the same record.
Contract templates and approval rules mean a trade is entered once and flows through to shipment, invoice and settlement without re-keying.
Go live with the core trading desk first, then add entities, modules and books as your priorities change. No big-bang project.
Dashboards and reports out of the box, plus access to the underlying data so your team can build its own without waiting on a vendor.
Plan, finance, hedge, execute, settle, account. The stages overlap, and every one of them posts to the books as it happens. opsPhlo carries most of them; finPhlo and tradePhlo join on the same record where finance and customs come in.
Cost the deal before you commit: price on fixed, basis or unpriced terms, with freight, duty, quality and shipment costs held on the offer. Funding cost and feasibility come from finPhlo.
See tradingFacilities and drawdowns are tracked in finPhlo against the purchase orders, stock and invoices opsPhlo holds, so the lender sees the real trade.
See finPhloAllocate futures, options and FX to contracts, manage margin calls and rolls, and see mark-to-market and exposure on dashboards your risk team can filter.
See risk managementContracts, shipments, warehouse receipts, lots and documents on the same record, with freight and other costs posted against the deal and customs filed through tradePhlo.
See supply chainProvisional and final invoices, claims and adjustments, and settlement through receivables and payables, including payment files to your bank.
See financial managementEvery receipt, shipment, invoice and revaluation becomes a journal as it happens, so the general ledger is already current when the month ends and what each closed trade really earned informs the next plan.
Live with physical commodity traders in cocoa, agriculture and metals.
Built on Acumatica, so the books are a real general ledger.
Phlo Systems is ISO/IEC 27001:2022 certified.
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Read moreAn exporter of agricultural and mineral commodities on keeping finance and logistics in step as markets move.
Read moreAgricultural products and softs, grains and oilseeds, metals and minerals, energy and other bulk goods. Contracts, pricing, quality, inventory and hedging work the same way across them, configured to each commodity's terms.
Start with the core trading desk and add modules over time. We agree the first scope with you on a short call, based on the desks and books you want in the system first.
It can. Full opsPhlo includes the general ledger, receivables, payables and multi-entity accounting on Acumatica. If you want to keep your current ledger for now, the opsPhlo self-serve edition is the trading layer on its own.
Yes. The opsPhlo self-serve edition is for small trading desks and trade finance professionals. You can sign up with a work email and start on a working system without a sales call.
Tell us what you trade and what you run today. We will show you how a contract moves through opsPhlo, from purchase to P&L.