Skip to content

Changelog

What’s new

New capabilities across the AI Order Desk, native ERP, MRP, and CRM — shipped and live.

  1. New

    ROI calculator

    Estimate the annual impact of running wholesale on one platform across five transparent levers — CSR productivity, working capital, margin, finance efficiency, and software consolidation — over your own numbers.

  2. New

    Cross-domain Customer 360

    One view of an account now unifies pipeline, credit and open A/R, lifetime value, every order, and every AI Order Desk conversation on a single most-recent-first timeline.

  3. New

    CRM marketing automation

    Campaigns with funnel metrics, attribution, and blended ROI/ROAS — so demand generation reports against the same customer records as sales and finance.

  4. New

    Native tax engine

    Jurisdiction rates, compound tax, resale/exemption certificates, and a filing-liability report — built into checkout and posting, no bolt-on required.

  5. New

    Multi-currency GL, FX revaluation & consolidation

    Transact and post in multiple currencies with unrealized gain/loss revaluation, plus multi-entity consolidation with intercompany eliminations and minority interest.

  6. New

    Treasury & bank reconciliation

    Real-time cash position, a 13-week cash forecast, and automatic bank-statement matching to the general ledger.

  7. New

    Accounts Payable with 3-way match

    Vendor invoice → automated PO/receipt/invoice match → approval → GL posting → payment → aging, with exceptions flagged instead of hunted.

  8. New

    MRP: master scheduling, CTP & traceability

    Master production scheduling, capable-to-promise dates backed by real capacity, lot/serial genealogy, and subcontracting — native manufacturing planning on the same platform as sales orders.

  9. Improved

    Agentic AI Order Desk

    The conversational Order Desk now runs on a self-hosted LLM with per-assistant tool gating, so you control exactly what each agent can do — check availability, substitute, price to contract, and place the order.

See it run on your own data

Book a demo and we’ll run the Order Desk against your catalog, terms, and carriers — no rip-and-replace.

Book a demo