Launching an AI operator for your retail and wholesale business
This workbook is your step by step guide to deciding what an AI should run across your retailers, distributors and direct channels, from POs and invoices to remittances and deductions, testing it safely and putting it live in stages. By the end you'll have a business case, a set of safety and approval rules, and a rollout plan.
Casa Maestri
Kamiki
Part 1: Launching your AI operator
Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.
Map how much of your week POs, invoices, remittances and deductions really take, and how much money walks out undisputed.
Set the access and approval rules any AI must pass before it touches your books or a retailer, then test it on your own messiest remittances.
Know exactly what version one includes and put it live in four stages, from read-only matching to trusted actions.
Worksheets, not theory
We built the guarded, staged setup in this workbook for a $100 million supplement brand selling through retailers and distributors.
invoices matched to the penny on a real remittance, with all 132 found
to post about 3,000 retailer invoices, replacing a 41-click manual process (in testing)
catalog, orders, settlements and returns replicated into their own data warehouse
Retail and CPG brands who are done chasing remittances by hand
- Food, beverage, personal care and wellness brands selling to retailers and distributors as well as direct.
- Finance and ops teams matching remittances, deductions and invoices by hand every week.
- Brands on EDI, retailer portals and a distributor or two, with a spreadsheet holding it together.
- Owners who want to know what was actually paid, what was deducted and why, without waiting for month-end.