The wholesale desk that never misses a deadline.
An AI agent that does the research, paperwork, tracking, and analysis of a wholesale director for food, beverage, CPG, and alcohol brands. It drafts. You decide and send.
A 7 AM report tells you what needs approval and why. A weekly plan lands every Sunday. Nothing goes out without your yes.
See Plans and Pricing ->A wholesale director's back office, running every day.
Most small brands lose money in the gaps: a missed submission window, an out-of-date price sheet, a chargeback nobody disputed, a distributor that went quiet. The agent watches for all of it, so the person running wholesale can spend their time on buyers, not spreadsheets.
Builds your submission calendar from distributor windows, RangeMe timing, and national account reviews. Prepares each packet with every form and sheet filled out, before the deadline.
Tracks every account and distributor. Drafts intros, follow-ups, new item announcements, and check-ins on a set cadence. Flags anyone who has gone quiet.
Maintains your price waterfall and tracks trade spend, chargebacks, and payment terms. Models price increases and drafts the notices.
Separates shipments from real sell-through, reads your reports, and tells you what happened, why, and what to do about it.
Builds a rolling forecast and drafts timeline and estimate notes to production. Flags any promo or new authorization that could outrun supply.
Keeps the demo and promo schedule, then measures lift, cost, and return afterward so you know what worked and what to stop doing.
The agent does the work. You keep the control.
Built with strict guardrails from day one. The agent can create drafts, trackers, and reports on its own. It cannot send, submit, delete, or change anything public or inside a login without your written permission.
- Submission calendar and deadline tracking
- Drafting every email, with the reason for it
- Preparing submission packets and paperwork
- Pulling and analyzing sales and depletion data
- Keeping a register of sales materials and checking that online listings and pricing match
- Promo, demo, and production schedules
- The 7 AM daily report and Sunday weekly plan
- Reviewing and sending every email
- Reviewing and approving every submission
- Meetings, calls, tastings, and travel
- Negotiation and pricing decisions
- Any change to public pages or account logins
- Anything the agent flags as unclear
Every plan runs the same agent.
The agent works the same way for every brand. What changes is the size of the lift: how many products, accounts, and systems it manages, how often the data refreshes, and how much support you get. Pick the plan that fits your business today. Move up when you grow.
- Full agent, every core function
- Up to 10 SKUs
- Up to 5 distributors and key accounts
- 1 connected system
- Weekly data refresh
- Email and text support
- Alcohol companies: Growth plan and above
- Full agent, every core function
- Up to 20 SKUs
- Up to 25 distributors and key accounts
- Multiple connected systems
- Daily data refresh
- 2 x 30 minute calls per month
- Quarterly strategy and pricing memo
- Email, text, and phone support
- Alcohol company? See pricing below
- Full agent, every core function
- Unlimited SKUs and accounts
- Multi-brand and multi-state
- Custom integrations
- Optional fractional human layer
- Alcohol compliance scoped in
- Support scoped to your team
Side by side. Nothing hidden.
The same agent on every plan. The difference is size, speed, and service.
| What you get | Starter | Growth | Enterprise |
|---|---|---|---|
| Included on every plan | |||
| Daily 7 AM report | ✓ | ✓ | ✓ |
| Weekly plan email | ✓ | ✓ | ✓ |
| Email drafts with the reason for each | ✓ | ✓ | ✓ |
| Submission calendar and packets | ✓ | ✓ | ✓ |
| Account and distributor tracker | ✓ | ✓ | ✓ |
| Sales materials register and consistency check | ✓ | ✓ | ✓ |
| Pricing waterfall and trade spend tracking | ✓ | ✓ | ✓ |
| Sales and depletion analysis | ✓ | ✓ | ✓ |
| Production and inventory forecast | ✓ | ✓ | ✓ |
| Demo, TPR, and promo analysis | ✓ | ✓ | ✓ |
| Full guardrails: no sending, submitting, or deleting without approval | ✓ | ✓ | ✓ |
| Capacity and service | |||
| SKUs covered | Up to 10 | Up to 20 | Unlimited |
| Distributors and key accounts tracked | Up to 5 | Up to 25 | Unlimited |
| Connected systems | 1 | Multiple | Scoped |
| Data refresh | Weekly | Daily | Scoped |
| Calls with your advisor | None | 2 x 30 min per month | Scoped |
| Strategy and pricing memo | None | Quarterly | Scoped |
| Support | Email and text | Email, text, and phone | Scoped |
| Multi-brand and multi-state | – | – | ✓ |
| Custom integrations | – | – | ✓ |
| Fractional human layer | – | – | Optional |
| Alcohol | |||
| Alcohol companies | Not available | $1,999 / month, see below | Scoped |
| Price | |||
| Setup | $999 | $2,999 | Custom |
| Monthly | $499 | $1,499 | Custom |
Alcohol is a different game. The agent knows it.
Three-tier law, state registrations, label approvals, and price filings can turn ordinary sales habits into violations. For alcohol brands, the agent adds a compliance layer that runs on every draft before it reaches you.
Replaces the standard Growth monthly rate of $1,499. Includes everything in Growth plus the compliance layer.
The standard Growth setup of $2,999 plus $999 for the compliance build.
Enterprise alcohol brands are scoped individually.
- A state-by-state Legal Register with a source and verified date on every rule
- A legality check on every draft: pass, flag, or unknown
- A compliance calendar for registrations, renewals, label approvals, and filings
- Tracking of federal permits and label approval status by product
- Blocks on drafting anything of value to a retailer, unfiled price changes, and unapproved sample shipping
- Category rules for spirits, wine, beer, RTD, cider, and mead
- Who qualifiesGrowth plan and above, regardless of revenue. Alcohol brands need the capacity to run the compliance layer.
- Alcohol counselYou should have your own alcohol attorney in place before onboarding.
- Not legal adviceThe agent surfaces rules and flags risk. It is not a lawyer and does not give legal advice.
Plain terms. No surprises.
- Minimum term3 months, then month to month.
- Tools and dataYou pay directly for any AI, software, portal, or data subscriptions the agent uses.
- You send, alwaysThe agent drafts and prepares. Sending and submitting stay with you.
- Support limitsSupport hours are capped per plan. Extra time is billed hourly.
- Moving upIf your trailing 12 month revenue passes a plan's limit, you move to the next plan.
- Setup scopeStarter setup uses a standard intake. Custom builds belong on a higher plan.
Ready to put your wholesale desk on autopilot?
Tell us your revenue range, number of products, and whether you sell alcohol. We will tell you which plan fits.
Send Us an Email ->