Automated reporting for wholesalers and B2B distributors
Margin per family, stock rotation, service rate, client balances: a wholesaler’s numbers live in the ERP, accounting and the sales force’s spreadsheets. The agent gathers them every morning before the counter opens.
In your day-to-day
- 01
Morning brief: pending orders, today’s shortages, backorders to handle, open disputes.
- 02
Margin per family and per client reconciled weekly, purchase-price drifts flagged before month-end.
- 03
Service rate and rotation per warehouse, crossed with stock sitting idle.
A typical scenario
Two depots, fifteen delivery rounds a day: at this beverage distributor, margin gets computed once a month, late, from three Excel exports.
- 01
6:45 AM: the brief flags three clients delivered below floor price the day before — a badly configured promotion, fixed before invoicing.
- 02
On Wednesday, the south depot’s rotation shows forty pallets of sparkling water beyond target cover; the next supplier order is adjusted rather than endured.
- 03
On the 1st of the month the summary is there: margin per round, breakage, credit notes — same day, not the 12th.
What changes
The owner decides on yesterday’s numbers. Price errors get fixed before the invoice, overstock before the order — nothing waits for month-end to be learned.
Order of magnitude
Working assumptions
- →one day of monthly compilation plus two hours of weekly checks — close to 2.5 days of spreadsheet work a month
Around 20 hours a month handed back — and a margin drift visible within 24 hours instead of 30 days.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Orders arrive by email, WhatsApp and phone — and get retyped by hand into the ERP, with the errors that come with it.
- →
Client balances slip because collection comes after order processing, and the rep discovers the blocked account in front of the client.
- →
Supplier shortages and backorders surface at picking time — too late to offer an alternative.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
Automatic perspective
A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.
- 3
Brief where you actually read
Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.
Typical results
2 min
to read the morning brief, full picture included
1 d → 0
human time per reporting cycle
D-30 → D-1
drift detection: as it happens, not at close
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can the brief differ between warehouse, order processing and management?+
Yes: each team gets its indicators at its own time — picking and shortages for the warehouse, orders and disputes for order processing, margin and balances for management.
Can it catch margin erosion from supplier price increases?+
A core use case: it reconciles invoiced purchase prices with applied sale prices, and flags references whose margin is eroding before the cumulative effect shows at quarter-end.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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