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.
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.
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
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.
Get my free diagnostic