AI for Distribution Finance

Recover what your manufacturers owe you.

Free 14-day audit of your SPAs, ship-and-debit claims, and rebate programs. We file the long tail your team has never had time to.

1-3%
of revenue typically recoverable
14 days
From audit start to dollar amount
10%
Success fee. No platform cost.
Zero
Writes to your ERP
Agents

After rebates,
six more agents stack on top.

Each agent is its own product. Same audit-first motion, same pay-on-recovered-dollars model, six more parts of the CFO P&L. Add them once Lever 1 is producing.

1

Rebate & SPA Recovery

Money your manufacturers owe you

Free audit of every Special Pricing Agreement, ship-and-debit claim, tier threshold, and co-op accrual. We file the claims your team has never had time to file. 10% success fee on recovered dollars.

Adds to EBITDA
+$2M to $4M
2

Margin Intelligence

Money your reps are giving away

Quote Guard, Agreement Watch, Promo Monitor, Drift Detector. Four always-on controls that catch over-discounting, stale contracts, vendor cost lag, and weak promos before the dollars are gone.

Adds to EBITDA
+$800K to $2M
3

AP & Payables Optimization

Early-pay discounts missed, vendor terms not optimized

AP agent captures every early-pay discount, renegotiates terms within bounds you set, and flags duplicate or over-billing before payment. The payables side of the balance sheet, automated.

Adds to EBITDA
+$300K to $600K
4

AR & Collections Acceleration

DSO trapping cash that should be working

AR agent triages every open invoice, sequences outreach by customer behavior, and predicts payment dates. 5 to 10 days of DSO recovered, releasing operating cash and dropping interest expense.

Adds to EBITDA
+$300K to $600K
5

Close & Controls

Month-end takes 15 days

Auto-reconciliation, accrual agent, variance investigation. 5-day close with audit-defensible evidence trails. Surfaces unrecorded liabilities and over-accruals your team misses today.

Adds to EBITDA
+$100K to $300K
6

Cost-to-Serve Clarity

Unprofitable customers and SKUs hiding in the mix

Fully-loaded customer P&L and SKU profitability with real cost-to-serve allocations. Discover the 20-30% of accounts unprofitable at true cost. Surgical mix shift, not blanket repricing.

Adds to EBITDA
+$400K to $800K
7

Inventory Intelligence

Dead stock, slow-movers, branch imbalance

Demand-sensing agent reclassifies SKUs continuously. Branch-balancing reduces dead stock and obsolete reserves without dropping service levels. Carrying cost down, working capital up.

Adds to EBITDA
+$500K to $1M

For your operations leader

Order-to-Cash automation is a separate product for the COO or Ops VP. Different buyer, same platform.

For equipment distributors

Installed Base recurring-revenue capture. Niche eighth lever where math depends on installed-base size, not revenue.

How the EBITDA Actually Lands

Not horizontal SaaS retrofitted.
Distribution-native.

Sits next to your ERP, not inside it.

P21, Eclipse, NetSuite, SAP, Infor, Sage. Read-only or pure data exports. Your auditor gets more evidence, not less. SOC 2 Type II.

Built for distribution, not generic.

Customer part-number aliases, matrix pricing, ship-and-debit, SPAs, drop-ship POs, rebate tiers, manufacturer co-op. The actual workflow, not a theoretical one.

Every dollar lands in your EBITDA.

Recovered rebates flow through COGS. Recovered margin flows through GP. No revenue recognition gymnastics. Every recovered dollar is traceable to a specific transaction.

Who We Serve

Wholesale distributors,
$25M to $500M in revenue.

Eight verticals, one operating reality: a 1990s ERP, a hand-tracked rebate file, and a CFO under pressure to show EBITDA expansion without cutting people.

Electrical

Wire, conduit, fittings, panels, lighting

HVAC & Plumbing

Pipe, valves, compressors, refrigerant, fixtures

Industrial & MRO

Fasteners, bearings, safety, abrasives, tools

Food & Beverage

Dry goods, frozen, dairy, packaging, disposables

Building Materials

Lumber, drywall, roofing, insulation, concrete

Jan-San & Packaging

Cleaning, paper, liners, dispensers, PPE

Auto Parts

OEM, aftermarket, fluids, filters, accessories

Specialty & Niche

Medical supplies, pool/spa, ag, pet, safety

FAQ

Common questions.

What does "find EBITDA without cutting people" actually mean?
Every dollar we recover lands directly in EBITDA. Recovered manufacturer rebates flow through COGS as credits. Recovered customer margin flows through GP. Neither motion requires a single headcount change. PE-backed and family-owned distributors alike can show EBITDA expansion on the next board update without a layoff narrative attached.
Where should we start?
Lever 1, almost always. The Rebate Recovery audit is free, the dollars are recovered (not estimated), the deployment touches nothing in your ERP, and the success-fee pricing means there is no scenario where it costs you money. Customers typically add Lever 2 within 90 days, and the rest as each one proves its dollar.
Can we pull one lever without buying the others?
Yes. Each lever is its own contract, its own pricing, its own deployment. The data each lever ingests does make the next one faster to deploy, but there is no required bundle. Most customers start with one and expand on their own timeline.
Do we have to replace our ERP?
No. We sit next to P21, Eclipse, NetSuite, SAP, Infor, or whatever you run. Read-only or export-driven by default. We do not write to your ERP unless you explicitly turn on a specific integration.
How does pricing work across products?
Default land motion across every product is the same: free audit first, then either success-fee (% of recovered dollars) or a flat platform fee, never both. Rebate Recovery is success-fee only at 10% of recovered dollars. Margin Intelligence is $2,500/month after free audit. Other products each have their own model on their respective page. No setup fees, no long-term contracts on any of them.
What if we want to stop?
You stop paying. Your ERP, data, and processes stay as-is. We are layered on top, not embedded inside. No exit penalty. No clawback on rebates already collected. No long-term contract on any lever.

See your next
$2M of EBITDA.

14-day free audit of Lever 1. Board-ready report with named claims, manufacturer-level recovery breakdown, and quick-win dollar amounts. You pay 10% only on what we collect. Yours to keep regardless.

14-day turnaround
Read-only · no ERP touch
SOC 2 Type II