v26.06 · AI Promotion Ingestion & Visual ROI Analysis now live

The modern ERP
for small CPG brokers.

Purchase orders to profit recovery — one focused workflow. Now featuring AI-powered Promotion Ingestion from any format and a professional Visual ROI Analysis dashboard to prove your value to clients.

10 min
To your first PO. Spin up your unique ERP, add your clients, and start working instantly.
2 wk
From legacy system to production. AI-powered history migration.
Found $
Deduction recovery is built-in. Stop leaving retailer short-pays on the table.
PO lifecycle · Walmart DC #6094
PO Received
PO-78421
Commission Earned
Invoice Sent
Paid
Purchase Order
PO-78421
Draft
Customer
Walmart DC #6094
Client
Pine Ridge Foods
Why TradePath HQ

Organize the mess.
Recover the profit.

CPG brokerage is messy. We build tools that bridge the gap between retailer portals and your bottom line, specifically designed for the high-volume reality of food and consumer goods.

01

Catch Weight & Perishables

Finally, an ERP that understands fresh. Bill by the pound (LB/KG/OZ) while ordering by the case. Perfect for meat, produce, and dairy brokers.

02

Deduction Recovery Hub

Stop the "Deduction Black Hole." Forward client emails to TradePath to auto-triage short-pays, bundle evidence, and track recoveries in one workspace.

03

Advanced Commission Engine

Support for any deal: Percent of Gross/Net, Per-LB, Per-Unit, or Flat Fee. Automatic priority matching ensures your team is paid correctly every time.

04

Promotion ROI & Lift

Stop guessing on performance. AI-ingest deal sheets from any format (PDF, Excel, PPT) and generate professional "Value Proof" reports showing incremental lift vs. baseline automatically.

05

Data Sovereignty

Use Tableau, Power BI, or Excel to see your business clearly. Your data is ready to be analyzed in your preferred tools on day one.

How it works

Four moving parts.
That's the whole job.

Most brokerage "systems" bury the workflow. Ours is just the four stages in the handshake between you, the retailer, and the manufacturer.

STEP 01

Immediate Onboarding

Sign up and start creating your catalog instantly. Use AI to ingest historical POs from your old PDFs and Excel files without manual data entry.

STEP 02

Confirm & the math runs

On status change, our smart calculator automatically matches the correct commission rates for every line item, ensuring you never miss a cent.

STEP 03

Invoice the manufacturer

Batch-select earned commissions, generate professional PDF invoices, and sync everything with your accounting software in one click.

STEP 04

Record payment, age the rest

Payments post back automatically or by hand. See aging buckets, handle reconciliation, and keep a ledger that matches your accountant's.

Bank-grade isolation

Your data is strictly separated and private, protected by rigorous security protocols.

Certified reliability

We follow industry-leading security practices and multi-factor authentication to keep your business safe.

Direct reporting access

Plug in your own tools without waiting for exports or specialized IT help.

Invoiced this month

Self-serve ERP creation means you're creating orders on Day 1. AI handles the heavy lifting of legacy data migration.

PO-78421· Walmart DC #6094 · Pine Ridge Foods
Confirmed
Order date
Apr 18, 2026
Ship window
Apr 22–29
Cancel after
May 02, 2026
Rep
M. Navarro
SKUProductQty (CS)UnitGross
PRF-0440Organic Roasted Almonds · 8oz120$28.40$3408.00
PRF-0442Sea Salt Cashews · 8oz80$32.10$2568.00
PRF-0501Honey Pecan Granola · 12oz60$24.75$1485.00
PRF-0503Maple Walnut Granola · 12oz40$24.75$990.00
PRF-0612Dark Chocolate Trail Mix · 6oz96$19.20$1843.20
Double-click any Qty cell → edit · ⌘↩ saves · Esc cancels
Net $9,985.374
Commission $499.269
Interactive · try it

A PO that doesn't lie about its own totals.

Every quantity change recomputes net sales, applies allowances, and updates the commission line you'll eventually invoice — all instantly. No "re-save to refresh." No stale reports.

  • Original order data preserved exactly as received from the retailer.
  • Fast, intuitive editing designed for high-volume order desks.
  • Rate matching respects priority: customer-specific deals always win.
  • Automatic handling of complex retailer allowances and bill-backs.
Commissions · earned → paid

One table. The only one you'll open Monday morning.

Earned, invoiced, and paid commissions in one place. Filter by status, sort any column, export to CSV. Share direct links with your team to see the same data instantly.

  • Live status tracking. See exactly where every dollar is.
  • Reliable sorting and filtering to find exactly what you need.
  • Batch-select & generate a commission invoice in one click.
  • Ready for your custom reports. Analyze in your own spreadsheets.

Commissions · Apr 2026

POClientCustomerNetAmtStatus
PO-78421Pine Ridge FoodsWalmart DC #6094$17,692.8$884.64earned
PO-78420Verde ProvisionsKroger — Central$9,240$554.40invoiced
PO-78419Ember & OakHEB — Houston$22,108.5$994.88paid
PO-78418Pine Ridge FoodsAlbertsons SW$6,890$344.50earned
PO-78417Sunrise MillsPublix FL$12,440$684.20invoiced
The differentiator

Your data doesn't live in our basement.

Stop begging for exports. Connect your business directly to the tools you already use like Excel, Tableau, or Power BI. It's your data — you should be able to use it however you want.

Learn more about data access →

Direct Spreadsheet Sync

Update your Excel or Google Sheets with one click.

Power BI & Tableau Ready

Direct data connections for your professional dashboards.

Anytime Access

Your data is live and available 24/7. No more waiting.

🔒

Privacy First

Your data is strictly siloed and never shared with other brokerages.

🏢

Broker Focused

Designed specifically for the unique workflows of CPG rep teams.

🛠️

Always Evolving

New features and integrations added weekly based on user feedback.

Ready when you are

Worth 20 minutes.
We'll screen-share your actual workflow.

No decks. We'll load your product catalog, your commission rates, and walk an actual PO through to paid. If it's not obviously faster, you've lost nothing but a coffee break.