Wholesale distribution
Less data entry, more orders shipped
Custom AI agents for distributors and wholesalers: orders received by email, purchase orders, price lists, customer service and inventory, on a server that stays in your business.
- Faster order entry
- Prices and margins protected
- Connected to your tools
Your prices and margins stay with you
Price lists, supplier agreements, your customers’ purchase history: this data is your margin. Sovereign AI processes it on a server installed on your premises or hosted in your region, and it is designed to support your Law 25 obligations.
On your server
Installed at your office or hosted in Quebec by a Canadian-owned provider. Your prices never go through an outside AI provider.
Never trained on your data
The agents read your documents at the moment they answer and cite their sources. No model is retrained on your data.
You own it
Open models, documented configuration, no per-user fees. If you leave, everything keeps working.
Connected to the tools you already use
Microsoft 365
Outlook- Excel
Teams
Accounting
QuickBooks
Sage 50
Acomba
Management
- Acumatica
- Business Central
- SAP Business One
Use cases
Each agent is set up around your customers, your products and your tools. It prepares the work. Your team checks and approves it.
Orders received by email
Orders in PDF, in a spreadsheet or in the email body read, product codes matched to your catalogue and the order prepared in your ERP for validation.
Purchase orders
Reorder points watched, purchase orders prepared by supplier, sent after the buyer approves.
Price lists
New supplier lists compared with the old ones, increases flagged and selling prices to review reported before they are updated.
Confirmations and discrepancies
Supplier confirmations compared with the purchase order: differing quantities, prices and delivery dates are flagged.
Customer service
Questions about availability, lead times or an order sorted and answered from your data, with review when needed.
Inventory
Gaps between book inventory and counts, slow-moving items and likely stockouts flagged to the buyer.
Supplier invoices
Invoices matched to the purchase order and the receipt, discrepancies flagged, entry after approval.
Search across your product files
Data sheets, equivalents and supplier terms found with a simple question, with a link to the source document.
How we work
First step
Discovery call
Confirm that your need lends itself to a sovereign solution, and set the boundaries of what comes next.
Deliverable: An expert opinion on whether it is worth going further, plus a few recommendations on which implementations to tackle first.
Step 1
Digital diagnostic and plan
Confirm that the project is both buildable and profitable: a map of your processes, your data and your systems, then a dollar value for each use case.
Deliverable: A costed digital plan and a requirements document, often eligible under stream 1B of the ESSOR program.
ESSOR 1B (50%)
Step 2
Build and rollout
Implement the selected solutions on your infrastructure: install the server on your premises or with a Canadian-owned host in Quebec, configure your AI, and connect it to your environment and everyday tools.
Deliverable: A working solution in a controlled environment, technical documentation and test suites.
ESSOR 1C (50%) MFOR (75%) C3I (15% to 25%) RTRI (50%)
Step 3
Maintenance and support
Keep the solution fast and compliant: monitoring, model updates and a monthly report.
Deliverable: Uptime maintained, a bank of hours for enhancements, and documented governance.
Funding
The ESSOR program can cover up to 50% of the diagnostic and implementation for an eligible SME. Training your team is eligible under the MFOR program at up to 75%. We check your eligibility on the first call.
Frequently asked questions
Another question? Write to us at support@cogio.ai.
Can the AI enter the orders our customers send by email?
Yes. The agent reads the order, whether in PDF, a spreadsheet or the email body, matches each item to your catalogue and prepares the order in your ERP. Anything it does not recognize is flagged, never guessed.
Do we need to change ERPs?
No. The agents connect to your current ERP through its API or exports. If you do not have an ERP yet, we can also offer you one.
Who approves purchase orders?
The buyer. The agent prepares the orders from reorder points and history. Nothing is sent to a supplier without approval.
Do our prices and margins stay confidential?
Yes. The server is installed on your premises or with a Canadian-owned host in Quebec. No data is used to train a model and no outside AI provider receives it.
Is a distributor eligible for funding?
The ESSOR program can cover up to 50% of the diagnostic and implementation for an eligible SME, and training your team is eligible under the MFOR program at up to 75%. We confirm your case before any application is filed.
Free up your teams for your customers
A free call with an expert: we look at your processes, tell you where to start and check your eligibility for grants.
No ERP yet, or licences that cost too much? See the free ERP
or write to support@cogio.ai