The modern ERP
for small CPG brokers.
Purchase orders, commissions earned, invoices, payments — one focused workflow. Now featuring "Show Me How" interactive guided tours and an overhauled PO entry module for maximum speed.
Focused where it matters.
Out of the way everywhere else.
Big platforms try to be every tool for every broker. We do the five things that run your business — and we do them without making you learn a new language.
PO → Paid, in one line of sight
Every PO carries its own ledger: lines, allowances, commission records, invoice, payment. No tab-hopping. No manual reconciliation.
Auditable Math & In-App BI
Rate matching by client, customer, and product — prioritized and accurate. Includes built-in Standard and Advanced BI dashboards to visualize your P&L without leaving the tool.
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.
Trade Spend Intelligence
Stop guessing on allowances. Track promotions and verify retailer deductions against your PO data automatically to protect your margins.
Zero-Inbox Operations
Stop digging through Outlook. Threaded emails are attached directly to POs and invoices, ensuring your team always has the full context.
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.
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.
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.
Invoice the manufacturer
Batch-select earned commissions, generate professional PDF invoices, and sync everything with your accounting software in one click.
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.
| SKU | Product | Qty (CS) | Unit | Gross |
|---|---|---|---|---|
| PRF-0440 | Organic Roasted Almonds · 8oz | 120 | $28.40 | $3408.00 |
| PRF-0442 | Sea Salt Cashews · 8oz | 80 | $32.10 | $2568.00 |
| PRF-0501 | Honey Pecan Granola · 12oz | 60 | $24.75 | $1485.00 |
| PRF-0503 | Maple Walnut Granola · 12oz | 40 | $24.75 | $990.00 |
| PRF-0612 | Dark Chocolate Trail Mix · 6oz | 96 | $19.20 | $1843.20 |
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.
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
| PO | Client | Customer | Net | Amt | Status |
|---|---|---|---|---|---|
| PO-78421 | Pine Ridge Foods | Walmart DC #6094 | $17,692.8 | $884.64 | earned |
| PO-78420 | Verde Provisions | Kroger — Central | $9,240 | $554.40 | invoiced |
| PO-78419 | Ember & Oak | HEB — Houston | $22,108.5 | $994.88 | paid |
| PO-78418 | Pine Ridge Foods | Albertsons SW | $6,890 | $344.50 | earned |
| PO-78417 | Sunrise Mills | Publix FL | $12,440 | $684.20 | invoiced |
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.
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.