Margin & rebate
01 ..Margin and rebate checks inside an ERP, every day.
What runs today
Below are the production systems we run every day, plus the agent platform they sit on. A team of two or three builds and operates all of it, inside real operating companies.
None of these was built to sell. Each one started as a problem inside a company we run. The weekly numbers arrived late, so we built Scorecard. Client history lived in one person's head, so we built Pensieve. Anomaly Detector exists because ad spend needed a daily check and nobody had the day.
The agent platform is the shared plumbing they run on, built the same way, for the same reason. Most started as a search for something to buy. The off-the-shelf tools didn't know our meeting rhythm or our client list, so building won. That's our whole build-versus-buy answer for AI: buy when software already fits the work; build when the work is specific to your business. The range of systems we build for clients is on the Services page.
The proof
One of them, the one we show first.
The rebate-and-margin tool we built inside Kelsan has recovered over $100,000 in margin the manual process was missing. Kelsan, a multi-state distributor in our own group, runs it every morning inside its Epicor P21 ERP. The tool uses AI to read the rebate terms in the contracts and check every line item against them, whether anyone has time that day or not. We build the same pattern for other distributors on Epicor P21; see the distribution page.
Each one started as a chore inside a company we run, then became a system. Kelsan is the flagship; these run the rest of the work.
Margin and rebate checks inside an ERP, every day.
Builds the client reporting.
Pulls the week's numbers together before the meeting starts.
Turns the books into a CFO-level view.
Watches ad spend daily and flags the numbers that moved.
Flags website and privacy risks early.
Tries to prove its own recommendation wrong before a person approves it.
Keeps each client call and note, and briefs whoever needs the history.
Drafts and publishes client articles, and runs live for outside clients.
Runs the prospect research.
Turns meeting notes and email into assigned tasks under the right client.
Preps the weekly leadership meeting and carries every open item forward.
Yours starts the same way: one chore worth fixing. The audit is where we find it and price it.
Where they run
Every one of these runs every day in a live company, not a demo account. We don't publish a client's name without their written say-so, so where naming one would help, we hold it until they clear us. So far, Autoblogger is the only one we run for clients outside our own companies.
The next step
Every system here started as one chore worth fixing. The AI Capability Audit is where yours gets priced: fee, terms, and what you keep, on one page.
Fixed fee ($7,500)fixed durationa build-or-don't-build verdict you keep either way