We use AI to help wholesale distributors increase margin two ways: catch the pricing leaks and automate order to cash operations.
Hold at 4% or less
This discount would give away $2,340 unnecessarily. Riverside accepts most quotes without negotiation.
Costs are too high. Revenue isn't fully protected. Here's where the money goes.
15-20 min per order, 100-200x/day. 4+ people full-time.
Customers use their part numbers. Half the day is cross-referencing.
Price discrepancies, availability questions, "let me get back to you."
Wrong picks, credit memos, re-ships. 5-8% error rate at $50-$200 each.
Reps giving 8% when 4% would close the deal. Habitual, invisible.
Vendor costs went up 6%. Your customer prices didn't. Margin underwater.
80% of promo volume from customers who'd buy at full price anyway.
Discounting creeps up 1% per quarter. Nobody notices until year-end.
For a $100M distributor at 25% gross margin, that's $3.5M+ per year walking out the door. Half from bloated operations. Half from pricing nobody's watching.
We connect to your ERP once, then attack margin from both sides simultaneously.
We plug into your existing ERP and handle the entire cycle. Sage, NetSuite, SAP B1, Epicor. No new software. No rip-and-replace.
The core automation. Where most distributors start.
Email, EDI, portal, fax-to-email, or phone call. Any format: PDF, spreadsheet, EDI 850s, even voice. Phone orders are transcribed live, line items extracted, and the order created before the call ends.
Every line item gets extracted: SKU, quantity, unit of measure, requested ship date. Messy, handwritten, or weird formats? Handled.
Maps customer part numbers, aliases, UPCs, and manufacturer numbers to your internal SKUs. New alias? Flagged once, learned permanently.
Every line checked against contract, volume, promo, and matrix pricing. Mismatches flagged with full context. Never silently processed.
Real-time inventory check before the order hits your warehouse. Backorders flagged, substitutes suggested, split shipments recommended.
Validated order created in your ERP automatically. Same system, same fields, same workflow. Nothing changes downstream.
Automatic confirmation to the customer: pricing, availability, ship date. Minutes, not hours.
Unresolvable items routed to the right person with full context. Specific flags with recommended actions, not generic alerts.
The system joins your rep's call as a silent listener. It transcribes the conversation in real time, extracts every line item (SKU, quantity, pricing) and creates the order automatically. Your rep hangs up the phone and the sales order is already waiting for approval.
No note-taking. No post-call data entry. No "let me key that in and call you back."
"I need 200 units of the 3/4-inch copper fittings, and 50 of the ball valves — the ones we got last time."
"Got it. Same ship-to as last order?"
"Yeah, warehouse on 5th Street."
While the pipeline processes orders, four always-on agents watch every quote, every agreement, and every promotion to catch margin leaks before they happen.
Every outbound quote gets a margin check before it leaves. The agent flags unnecessary discounts, catches stale pricing, and suggests optimal rates based on customer history and peer benchmarks.
Customer: Riverside Electric
Discount applied: 8%
Category avg: 4.1%
Hold at 4% or less
Riverside Electric accepted 12 of 14 quotes without negotiation. This discount would give away $2,340 unnecessarily.
Monitors every active pricing agreement against current costs. The moment a vendor price increase makes an agreement underwater, you know.
Cost pass-through
Southwire raised prices 6%. 14 customer agreements still at old rates.
Margin at risk: $94K/yr
Volume shortfall
Metro Contractors at 58% of volume commitment. Getting tier pricing without the volume.
Overpayment: $23K/yr
Tracks promotion performance in real time. Separates incremental lift from organic demand so you can kill underperformers early.
$104K
$81K
$23K
-$18K
78% of purchases are from repeat buyers. Recommend narrowing to new customers or ending early.
Spots rep-level discounting drift as it develops. If a rep's behavior shifts gradually, the agent catches it early and alerts sales leadership before it becomes a costly habit.
Start with a free margin analysis. We review 12 months of your data, show you exactly where margin is leaking, and the agent stays on to make sure it stops.
Emails, PDFs, spreadsheets, EDI, faxes, phone calls, photos of handwritten POs. The system reads what your customers actually send. No setup templates. No field mapping. No "please submit orders in this specific format."
Every correction your team makes trains the system instantly. New customer alias? Learned. Pricing exception approved? Remembered. The more you use it, the fewer exceptions you see. Most teams hit 95%+ automation within 4 weeks.
Most automation breaks the moment a format changes. This system understands intent. "The same copper fittings we got last time" maps to the right SKU, the right quantity, the right price. Context, not just keywords.
The question isn't whether you can afford to automate. It's whether you can afford another year of scaling headcount linearly with volume.
We watch how orders actually flow, not how the process doc says they should. We map the real workflow and spot the biggest time sinks.
Configure for your ERP, pricing structures, part number mappings, exception rules. We layer on top of what you already run.
System runs alongside your team. Every order processed by both. You compare results. Nothing goes autonomous until you say so.
System takes over. We monitor daily, improve monthly. Your team shifts to exceptions only. Weekly reports on hours saved.
You don't manage it. You don't maintain it. You just see the results.
Someone opens it, reads it, starts keying
Picked up, parsed, processing in seconds
Rep takes notes, keys it in after the call
Transcribed and entered during the call
Manual lookup in a spreadsheet or memory
Auto-mapped, new aliases learned
"Let me check the contract..."
Auto-validated. Mismatches flagged instantly
Discovered at pick stage. Too late
Checked before order creation
15-20 min manual keying per order
Created automatically in under 2 min
"I'll get back to you" (hours/next day)
Auto-sent within minutes
5-8%, caught downstream
Under 1%, caught before warehouse
80% data entry, 20% service
15% exceptions, 85% real work
Manual invoice generation from shipped orders
Auto-generated, matched, and sent
AR team calling and emailing manually
Automated follow-up, payments auto-applied
Post a job listing, wait 3 months
System handles it. No new hire.
We don't build automation for "businesses." We automate order processing for wholesale distributors. That's all we do.
Wire, conduit, fittings, panels, lighting
Pipe, valves, compressors, refrigerant, fixtures
Fasteners, bearings, safety, abrasives, tools
Dry goods, frozen, dairy, packaging, disposables
Lumber, drywall, roofing, insulation, concrete
Cleaning, paper, liners, dispensers, PPE
OEM, aftermarket, fluids, filters, accessories
Medical supplies, pool/spa, ag, pet, safety
We work with 5 new distributors per quarter. If this sounds like your operation, let's talk before the spots fill.
"My team isn't doing data entry anymore. They're actually talking to customers. And when our volume spiked in Q4, I didn't have to scramble to hire temps."
"The 5 people we moved into account management generated more revenue in their first quarter than we saved on payroll."
"I spent last quarter selling. Revenue is up 18%. That doesn't happen if I'm sitting at a desk copying line items into QuickBooks."
Replaces the mechanical work of 3-6 people for a fraction of one salary. Doesn't call in sick, doesn't need training, doesn't quit after 8 months.
Order Processing
$2,500/month
Best for distributors starting with the highest-impact workflow.
Get StartedOrder-to-Cash + Margin Intelligence
$5,000/month
Everything in Core, plus:
Best for distributors ready to automate the full order-to-cash cycle.
Get StartedThe guarantee: 30+ hours/week saved or you don't pay.
We analyze 12 months of your transaction data and deliver a full margin report in 48 hours. You'll see every underwater agreement, every over-discounting pattern, and every promotion that isn't pulling its weight.
Then the margin agent stays on, watching every quote, agreement, and promotion. Continuously.
No commitment · Results in 48 hours · Keep the report even if you don't continue