Know what the SKU actually earns, after trade and freight.

We automate trade deductions, commodity cost tracking, co-packer reconciliation, and SKU-level margin — then prove the recovery on your numbers, free.

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Or book 30 minutes ›

Prefer a ballpark first? Close Cycle Lab or AP Leak Lab.

Systems we meet you in: NetSuite, SAP Business One, Dynamics, QuickBooks, and trade/promo stacks — co-man and deduction work included.

Your world

If this is your P&L, we should talk.

Retailer deductions get worked off a printout, claim by claim.

Input costs move; your margin model doesn't know until month-end.

Co-packer statements never tie to your records without manual work.

Lot and shrink tracking is three days behind actuals.

True SKU margin, after trade and freight, is a spreadsheet project.

Broker commissions and chargebacks get sorted out late, or not at all.

What we automate

From trade spend to true margin.

Trade promotion & deductionsA matched deduction register with valid and disputed claims separated, not a printout queue.

Commodity & input-cost trackingInput-cost changes mapped to gross margin in real time, so you price before the move hits.

Co-packer & co-man reconciliationCo-manufacturer statements matched to your production records, variances flagged automatically.

Inventory, lot & shrinkLot-level inventory and shrink reconciled to the financials each period, not after the audit.

SKU, channel & customer marginNet margin by SKU, channel, and customer after trade, freight, and broker, on demand.

Chargebacks, broker & freightChargebacks, commissions, and freight accruals tracked and matched before they age out.

We've underwritten the category. Maxwell led operational diligence and built production line-level models on a food-manufacturing leveraged buyout, with line-level cost assumptions and returns analysis, so the automation speaks your margin language.

How engagements run

Start free. Go deeper when trade and cost hours are clear.

Free · ~2 weeks

AI Value Snapshot

We map trade deductions, co-packer reconciliation, and SKU-level margin reporting, then automate one of them live on your numbers.

Get my free Snapshot ›

From $5,000

Close Sprint

Orders from inbox to system, distributor reporting that assembles itself, or inventory counts reconciled automatically.

See automation services ›

From $3,500/mo

Run & Extend

A standing partner across sales, ops, and finance: new automations monthly, everything maintained.

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Illustrative first

Playbook matcher

Rank three industry plays with a conservative capacity band before you book.

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FAQ

Common questions

What F&B finance work do you automate?

Trade promotion and deductions, commodity cost tracking, co-packer reconciliation, distributor reporting, and SKU-level margin packs.

Do you replace our brokers or distributors?

No. Relationships stay yours. We automate the data chase and reconciliation grind between trade, ops, and finance.

Where should we start if we are not sure?

Use the industry playbook matcher for a ranked shortlist, or start with a free Snapshot on the heaviest trade or cost process.