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Core Platform: Lightweight Advanced Planning System

For mid-level supply chain teams, we offer a lightweight AI planning platform that allows teams to drag and drop spreadsheets and operational data to create a unified planning environment.

The platform ingests both structured and unstructured data, including:

  • Excel spreadsheets (invoice data, POS data, forecasts, warehouse reports)

  • PDFs and documents

  • Emails

  • ERP data extracts

  • API-based system integrations

 

We automatically structure these inputs into a master dataset that enables AI and advanced analytics across the organization. Across all planning modules, our offering includes:

  • Automated data cleaning, normalization, and structuring to create an actionable unified datasets

  • AI-generated insights and anomaly detection

  • AI bots that can query data and answer operational questions

 

Customize our platform with only planning capabilities they need while avoiding the cost and complexity of traditional APS systems. Don’t pay for features you’ll never touch. 

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Take a look at our planning module offerings and pick only what you want.  

1 

Sales & Operations Planning (S&OP)

  • Real-time operational dashboards integrating demand, supply, finance, and inventory data using automated data pipelines

  • Executive-level reporting and decision dashboards with cross-functional visibility

  • AI-powered data visualization tools

  • Automated alerts for risks and trends

2

Demand Planning

  • Forecasting at SKU, location, and brand levels

  • Statistical and AI-based forecasting models with automated best-fit selection

  • Integration of external data sources to identify demand drivers

  • Forecast comparison across historical forecasts and future scenarios

  • Unconstrained vs constrained demand forecasting

3

Supply Planning

  • Inventory planning for inventory tracking, optimization, and risk detection

  • Replenishment planning based on demand forecasts and inventory levels

  • Multi-source inventory consolidation of spreadsheets, PDFs, and operational systems (ERP, MES, WMS)

  • Material planning using production/machine schedules and bill-of-materials data

  • Scenario planning for supply disruptions or demand changes

  • Product lifecycle tracking (development, phantom, launch, growth, mature, end-of-life, temporary, inactive)

  • Automated order matching with manual review capabilities

4

Financial Planning (FP&A)

  • Convert unit forecasts into financial forecasts using dynamic product pricing

  • Daily budget allocation across a large scale of products, location, and categories.

  • Automated transformation of budgeting spreadsheets into structured datasets for actionable reporting

  • Pipeline and confidence-weighted financial forecasting (A/B/C/D planning tiers) to account for different levels of business certainty, from phantom opportunities to active products

  • Track potential revenue, demand, and material requirements across opportunity stages and align with budget

  • Product pricing analysis, including identification of halo effects and cannibalization impacts across catalog to optimize revenue and margin forecasting

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