Wholesalers and distributors

Orders, reps and deliveries on one set of figures

A distributor's margin is decided in places a head office cannot see: the shop that stopped stocking a line, the rep who reports a visit he never made, the order picked wrong, the account that is two months behind and still ordering.

At sign-up, choose Wholesale & distribution — everything below is on from there.

A store manager reading stock levels, days of cover and reorder suggestions off the product
Who to chase: money owed by age, and the customers closest to their limit
The same, on a phone

What is owed, what is late, and who to call first — the moment you open it.

The problems it solves

What goes wrong, and what it does about it

For wholesalers, distributors and the reps who sell to shops.

The problem

Shops order by phone and somebody re-keys it, wrongly.

What it does

Your retailers order directly at the price tier they are on, and the credit limit is checked before the order is taken.

What you get

No re-keying, no pricing mistakes, no order past a limit.

The problem

Reps report visits they never made.

What it does

Journey plans for the day, visits verified where they happened, and the strike rate — visits that became orders — per rep.

What you get

You know what the field team actually did.

The problem

A shop stops stocking a line and nobody notices.

What it does

Distribution counted against outlets that actually bought, the must-stock lines missing from each, and listings that have quietly gone.

What you get

A lost listing is won back while it is still recent.

The problem

Orders picked wrong in a full warehouse.

What it does

Bins for every product and picking directed in the order a picker walks the floor.

What you get

Faster picking and fewer short deliveries.

The problem

Cash collected on delivery never reaches the bank intact.

What it does

What each driver collected, what they handed in and what is still out, by driver and by day.

What you get

The four o'clock question has an answer.

Your pipeline, not a generic one

It already speaks your vocabulary

An account is called an account, not a “contact”. The stages below are what the board shows on day one.

QuotedOrderedShippedInvoicedPaid
And everything else

Nothing is switched off

The trade decides what the workspace opens on. It never removes anything — the invoices, the books, the team and the assistant come with every one of them.

Type what you need

Ask in plain language and it drafts the quote, the invoice or the customer record — then shows you the draft before anything moves.

An AI that stops for you

Three autonomy settings, and none of them lets money move or a customer be contacted without a person. Enforced in code, not in a prompt.

Quote to cash

Build from your catalogue, send a branded PDF, and the status moves itself from sent to seen to paid.

Chasing that escalates

A ladder of reminders, each rung recorded, that stops the moment money lands — and never opens with a lawyer's letter.

Real books underneath

Double-entry, bank feeds, reconciliation and a VAT return generated rather than reconstructed under deadline pressure.

Stock that tells you first

Reorder points from real demand, batch expiry before the date, and bins with a walking order so picking never depends on memory.

Proof before the argument

Geotagged, timestamped, signed evidence captured as the work happens — not asked for after a customer disputes it.

The people, not just the pipeline

Rosters, geofenced sign-on, payroll, and the daily-wage workers a payroll system has no row for.

Where you sit, not just what you made

Margin, days to get paid and win rate against your own trade — anonymously, opt-in, never below five businesses.

Pricing

14 days free, then one bill

No card to start. Per seat, because a team of ten should not run the agent on one person's subscription.

Solo

$29

a month, including 3 seats

One person, or one person and a hand or two.

  • Quotes, invoices, and the customer portal
  • The full ledger — VAT, bank feeds, cash forecast
  • The AI assistant, with a monthly allowance
  • 3 seats included, then $14 each
Start free trial
Most chosen

Pro

$19

per seat, per month

A team that runs the business in here every day.

  • Everything in Solo
  • No base charge — pay for exactly the seats you use
  • Named agents on a schedule, and the overnight sweeps
  • Field seats at $7 for drivers and technicians
Start free trial

Business

$34

per seat, per month

Several locations, or a team that leans on the agent hard.

  • Everything in Pro
  • Branches, consolidated reporting, multi-currency
  • More than three times the agent allowance per seat
  • Priority support
Start free trial

Enterprise

Custom

volume seats from $28 each

Volume seats, your own security review, a contract.

  • Everything in Business
  • Volume seat pricing from $28
  • Single sign-on and directory sync
  • Annual terms, purchase orders, invoicing
Talk to us

Full detail, including field seats and what the agent costs, on the pricing page.

Set up for wholesalers and distributors in minutes

Choose Wholesale & distribution at sign-up, and the workspace opens on the work above.