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Cross-channel inventory reconciliation
Match SKUs across Shopify, Amazon, EPOS, and your warehouse system in near real time. Catches drift before it becomes a stockout or an oversell.
AI Workflow Automation for UK Wholesale & Retail
When stock, supplier documents, and channel prices drift apart, your team spends the day chasing discrepancies. We connect the moving parts and surface what needs attention.
Wholesale and retail teams often know the stock is wrong before the systems do. One channel says an item is available, the warehouse says otherwise, and a supplier price change is still waiting in someone's inbox.
A useful first workflow brings those signals together, catches the drift early, and gives buyers a short list of decisions instead of another spreadsheet to reconcile.
Common Operational Pain Points
Where wholesale & retail teams lose time
Stock counts never match the system
SKU levels drift between Shopify, Amazon, EPOS, and the warehouse. Staff burn hours investigating discrepancies, and busy SKUs oversell before anyone notices the drift.
Supplier invoices eat the buying team's week
Invoices arrive as PDFs and email attachments, then get manually matched against POs and goods-receipt notes before anything posts to Xero or Sage. Errors slip through and month-end drags.
Price-list updates are re-keyed by hand
Supplier price changes land as spreadsheets and PDFs. Someone re-keys them across channels — slowly and imperfectly — so margin quietly leaks on lines where the cost moved but the price didn't.
'Where's my order?' tickets swamp customer service
The same handful of questions — order status, returns, product details — consumes most of the support queue, while staff copy-paste between the helpdesk and order systems to answer them.
How It Works
What the Workflow Could Look Like
These examples show the sequence of work, not a fixed product. The real version would follow your systems, rules, and exceptions.
Cross-Channel Stock Reconciliation
Trigger: Sales and warehouse feeds sync on schedule
- 1AI pulls SKU levels from Shopify, Amazon, EPOS, and the warehouse system
- 2Matches SKU variants, bundles, and unit-of-measure differences across systems
- 3Compares levels and flags drift beyond your agreed threshold
- 4Alerts the stock controller with the affected SKUs and a suggested correction
- 5Logs every discrepancy so shrinkage and mis-pick trends surface over time
What changes
Drift caught before it becomes an oversell or a stockout
Supplier Invoice Three-Way Match
Trigger: Supplier invoice arrives by email or upload
- 1AI extracts line items, totals, and references from the PDF or scan
- 2Matches against the purchase order and goods-receipt note
- 3Checks unit prices against the agreed supplier price list
- 4Routes discrepancies to the buyer with the mismatch highlighted
- 5Posts clean invoices to Xero or Sage with a full audit trail
What changes
Reviewers focus on invoice exceptions rather than re-keying
Supplier Price-List Updates
Trigger: New supplier price list received (PDF or spreadsheet)
- 1AI extracts SKUs, cost prices, and effective dates from the file
- 2Compares against current costs and flags the margin impact per line
- 3Drafts channel repricing suggestions for the buyer to approve
- 4Pushes approved updates to Shopify, Amazon, and EPOS
- 5Logs the change history for later margin analysis
What changes
Cost changes reach shelf prices before margin leaks
Wholesale & Retail
Five Workflows Worth Examining
Use these as a shortlist, not a shopping catalogue. The right first project depends on where your team loses time and how often the process repeats.
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Demand forecasting & smart reorder triggers
Forecast model that ingests sales history, seasonality, and lead-time data, then writes reorder suggestions into your buying tool with a confidence band.
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Supplier invoice OCR & three-way match
Reads PDF and emailed invoices, matches line items against the PO and the goods-receipt note, flags discrepancies for a human only when the model is unsure.
Read the case study4
AI-powered customer support deflection
Tier-1 agent that answers 'where's my order', returns/refunds, and product questions from your own help-centre and order data. Escalates anything ambiguous.
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Product description & listing generation at scale
Generate consistent, on-brand product descriptions for thousands of SKUs across channels, with built-in retrieval of your tone-of-voice guidelines.
Wholesale & Retail — frequently asked questions
We're on Shopify and a legacy ERP — can you connect both?+
Yes. We integrate via REST/GraphQL APIs, scheduled CSV exports, or a thin database connector — whichever your ERP supports. The AI layer is decoupled from any single system, so swapping ERPs later doesn't break the automation.
How accurate is the invoice OCR for non-standard supplier formats?+
Accuracy varies with supplier formats and scan quality. We benchmark on your real supplier mix during the pilot, set an agreed confidence threshold and route anything below it to a person.
What does a typical retail engagement cost?+
We scope a single use case (usually invoice OCR or inventory reconciliation) as a 4–6 week paid pilot. Once ROI is proven we expand. Most retail SMEs see net positive ROI inside one quarter.
Will you train our team to maintain it?+
Yes — every engagement includes runbooks, observability dashboards, and handover sessions. You shouldn't depend on us to keep the lights on.
How We Work
From a Frustrating Process to a Working Workflow
We map what really happens, build a small version, and let your team try it on real work before anyone commits to a larger rollout.
- 01
Workflow Review
We map the manual process end-to-end: systems involved, current time cost, error points, and business impact.
60–90 minutesWorkflow map and automation opportunity summary - 02
Bottleneck Prioritisation
We select the workflow with the strongest mix of pain, feasibility, and measurable ROI — so you start where it matters most.
2–3 working daysPrioritised workflow and success criteria - 03
Prototype Build
We build a small AI-assisted workflow using your sample data, screenshots, exports, or existing documents. No dummy demos.
10–14 working daysWorking prototype or interactive demo - 04
Human Review and Controls
We add review points, exception handling, confidence thresholds, and fallback rules — so nothing runs unsupervised until you trust it.
Included in prototypeControlled workflow ready for pilot - 05
Pilot and Measurement
We test the workflow with real users and measure time saved, errors reduced, and adoption issues before scaling anything.
2–4 weeksPilot report and scale recommendation - 06
Deploy or Improve
We scale the workflow and integrate it properly — or stop if the numbers do not justify further spend. No lock-in.
Based on pilot resultsDeployment plan or improvement backlog
Practical and Proven
A structured approach focused on real business outcomes.
Human-Centred by Design
Automation with the right controls, transparency, and accountability.
Continuous Value
Measure, learn, and improve — so your operations keep getting better.
Free Wholesale & Retail Workflow Audit
30 minutes. We look at your stock reconciliation, supplier paperwork, or support queue, estimate the hours and margin you can recover, and tell you honestly whether automation is worth it for your business.
Request Your Free Audit