WHOLESALE AI Workflows
Wholesale runs on relationships and razor-thin margins. We build AI workflows that automate B2B order processing, dynamic pricing, and accounts receivable so your team can focus on growing key accounts.
Wholesale operations are bleeding margin to inefficiency.
Complex pricing tiers, bulk order processing, and chasing invoices — the back-office burden grows with every new account.
Wrong prices go out and you eat the difference.
Managing tiered pricing, volume discounts, and contract rates across hundreds of accounts manually leads to costly mistakes. One wrong quote can wipe out a deal's margin.
B2B orders arrive in ten different formats and all need processing.
Customers send orders via email, PDF, phone, and EDI. Your team manually re-keys every one into the system, introducing errors and delays that frustrate your buyers.
Outstanding invoices pile up while your team sends reminders by hand.
Chasing payments across dozens of accounts with different terms is a full-time job. Late payments strain cash flow and strain the relationships you depend on.
Workflows we build.
B2B-grade automations that keep orders flowing and cash coming in.
Multi-Format Order Intake
AI reads incoming orders from email, PDF, and EDI — extracts line items, matches to your catalog, applies account-specific pricing, and creates orders in your system automatically.
Dynamic Pricing Engine
Automatically apply the correct tiered pricing, volume discounts, and contract rates for each account. Flag margin-risk quotes for review before they go out.
AR Collection Autopilot
Automated payment reminders, escalation sequences, and aging report generation. AI prioritizes collection efforts by amount, relationship value, and payment history.
Account Health Monitor
Track order frequency, volume trends, and payment behavior for every account. Surface at-risk relationships and expansion opportunities for your sales team.
"Our team was spending half their day just re-keying orders from emails and PDFs. Now the AI handles intake and pricing automatically — errors dropped to near zero and our DSO improved by two weeks."
14days
Reduction in days sales outstanding
92%
Orders processed without manual entry
Explore related channels.
Other retail niches we serve. Find solutions tailored to your business model.
Explore our services.
End-to-end AI workflow solutions designed for growing businesses.
AI Roadmap
Strategic audit. We map your SOPs and identify high-ROI automation opportunities.
AI Automator
Single workflow execution. We build, test, and deploy one specific complex process.
AI Accelerator
Ongoing partnership. We become your fractional AI engineering team.
READY TO AUTOMATE REAL WORK?
Roadmap-first. Outcome-owned. Built for live operations.