Wholesale & Trading
Thin margins. Thick paperwork.
Every shipment comes with documents, every supplier with certificates, every price with a moving cost behind it. Agents keep the paper straight and the prices current.
Where the hours go
None of it is hard. All of it is constant — and it is done by the people you would rather have talking to customers and suppliers.
Trade documents
Commercial invoices, packing lists, certificates of origin — assembled by hand for every shipment.
Supplier compliance
Overseas suppliers, many documents, many expiry dates.
Cost moves faster than prices
Freight, duty and supplier costs change; price lists lag behind.
Customer follow-up
Buyers who want quick answers on stock, ETAs and pricing.
Reconciling everything
Supplier invoices, freight bills and payments in different currencies and formats.
Agents that fit.
Each one does a single job inside the systems you already run, stops and asks a person for anything outside your rules, and is measured from the first week.
Customs & Trade Docs Agent
Assembles commercial invoices, packing lists and certificates of origin, and suggests codes for your broker to confirm. Your broker still files.
- Your ERP
- Shared drives
- Broker and forwarder emails
Supplier Onboarding & Compliance Agent
Collects, checks and keeps current every document you need from suppliers — before an auditor or customer asks.
- NetSuite
- Acumatica
- Sage
- Odoo
- +4 more
Cost & Price Change Agent
When a vendor raises costs, it shows which SKUs and customers lose margin and drafts the price-list update for approval.
- Your ERP
- Spreadsheets
- Shared inboxes
Quote-to-Cash Agent
Turns RFQs into accurate quotes, quotes into orders, and shipped orders into invoices that get paid.
- NetSuite
- Acumatica
- Sage
- Odoo
- +4 more
AR & AP Agent
Applies cash, chases overdue invoices in your tone, and matches every vendor bill before you pay it.
- NetSuite
- Acumatica
- Sage
- Odoo
- +5 more
Shipment Exception Agent
Watches every shipment, flags delays and short-ships, and tells the customer before they ask.
- Your ERP or WMS
- Carrier tracking
- Shared inboxes
A day in the life
A container, three days out
The Shipment Exception Agent sees a vessel delay and checks which customer orders depend on that container. It drafts updated ETAs for the six affected buyers, flags two orders that could be filled from stock in another warehouse, and the Customs & Trade Docs Agent has the arrival paperwork assembled for your broker to review.
Every agent starts in shadow mode.
For the first stretch it watches the work and drafts what it would do, while your team keeps doing the job. You compare its drafts to what your people actually did.
It only starts acting when you say so — and only on the kinds of work it has proven it gets right. Anything above a limit you set (a dollar amount, a new customer, a price change) still comes to a person.
Works with your ERP or accounting system, shared inboxes, freight forwarder and broker emails, and spreadsheets.
Works in the systems you already run
- NetSuite
- Acumatica
- Sage
- Odoo
- QuickBooks
- Xero
- Zoho
- Shopify
- Amazon
- EDI
- WMS
- Outlook & Gmail
- Spreadsheets
Plus bespoke and legacy systems — if your team can log into it, we can usually work with it.
Questions & Answers
Wholesale & Trading: common questions
Bring one process. We will tell you straight.
Pick the job that costs you the most hours, bring a handful of real documents, and leave the session with a plain answer on whether an agent can do it.