Changelog
What’s new
New capabilities across the AI Order Desk, native ERP, MRP, and CRM — shipped and live.
- New
Email & PO intake
Buyers can just email an order or PO. The AI reads it — prose, tables, and PDF/CSV/Excel attachments — prices every line against their contract, and replies with a one-click confirm. Anything uncertain waits in an Order Inbox, and you can auto-reply above a confidence threshold you set per tenant.
- New
Order over WhatsApp
Buyers search your catalog with swipeable product cards, build a cart in the chat, reorder with a one-tap “⚡ Buy 1,” and check out on net terms — all inside WhatsApp. Linked numbers get contract pricing, and net-30 invoices arrive as a PDF they can sign in the thread.
- New
ROI calculator
Estimate the annual impact of running wholesale on one platform across five transparent levers — CSR productivity, working capital, margin, finance efficiency, and software consolidation — over your own numbers.
- New
Cross-domain Customer 360
One view of an account now unifies pipeline, credit and open A/R, lifetime value, every order, and every AI Order Desk conversation on a single most-recent-first timeline.
- New
CRM marketing automation
Campaigns with funnel metrics, attribution, and blended ROI/ROAS — so demand generation reports against the same customer records as sales and finance.
- New
Native tax engine
Jurisdiction rates, compound tax, resale/exemption certificates, and a filing-liability report — built into checkout and posting, no bolt-on required.
- New
Multi-currency GL, FX revaluation & consolidation
Transact and post in multiple currencies with unrealized gain/loss revaluation, plus multi-entity consolidation with intercompany eliminations and minority interest.
- New
Treasury & bank reconciliation
Real-time cash position, a 13-week cash forecast, and automatic bank-statement matching to the general ledger.
- New
Accounts Payable with 3-way match
Vendor invoice → automated PO/receipt/invoice match → approval → GL posting → payment → aging, with exceptions flagged instead of hunted.
- New
MRP: master scheduling, CTP & traceability
Master production scheduling, capable-to-promise dates backed by real capacity, lot/serial genealogy, and subcontracting — native manufacturing planning on the same platform as sales orders.
- Improved
Agentic AI Order Desk
The conversational Order Desk now runs on a large language model with per-assistant tool gating, so you control exactly what each agent can do — check availability, substitute, price to contract, and place the order.
See it run on your own data
Book a demo and we’ll run the Order Desk against your catalog, terms, and carriers — no rip-and-replace.