The AI-native operations platform for CPG brands

Your operation runs on spreadsheets and inboxes. Let something run it for you.

OntologyCPG connects to the systems you already use, learns how your business runs, and does the day-to-day operations work: reading POs, booking freight, sending invoices, planning what to buy. Your team approves every change. We set it up and run it for you.

For CPG brands running order-to-cash out of spreadsheets, a shared inbox and the memory of a few people.

One conversation, nothing to prepare. No migration: you keep everything you run today.

ordersfreightaccountsproductioninventorydecisionsthe brain
01Today

Right now, your ops lead is the integration.

Orders come in by EDI, email and PDF. Inventory lives in a spreadsheet, the 3PL in a portal, carrier confirmations in someone's inbox. None of it talks to each other, so one person carries it all in their head and retypes it from screen to screen.

It works until it doesn't: a pickup nobody confirmed, an invoice for cases that never arrived, a stock-out spotted a week too late. And when that person is out, everything waits.

The problem isn't your systems. It's that nothing connects them, and nothing sees across them.

So a simple question like “which orders ship short this week?” takes three logins and an afternoon.

Orders inbox
Spreadsheets
Accounting
EDI portals
3PL portal
Distributor portals
Carrier email
Co-packer reports
Team chat
Your ops lead9 waiting on them
PO_4471.pdf → retyped into the tracker9 systems · 1 person
02With OntologyCPG

An AI that sees your whole operation, and does the work.

OntologyCPG connects to everything you already run and learns how your business works from your own documents: your customers' rules, your suppliers, your products, the calls you've made before. Then it does the daily work across all of it, and checks with your team before anything changes.
KnowsSeesReaches
Orders inbox
Spreadsheets
Accounting
EDI portals
3PL portal
Distributor portals
Carrier email
Co-packer reports
Team chat
Asks youApprove
AskCasa Brava · sample brand
Which orders ship short this week?
Ask anything about your operation.

How it differs from an ERP

  • What it does
    OntologyCPG

    Does the work: reads POs, books freight, sends invoices, plans what to buy.

    A traditional ERP

    Records what your team types in.

  • Your systems
    OntologyCPG

    Works alongside them. Nothing to migrate.

    A traditional ERP

    Replaces them, with a migration.

  • Your rules
    OntologyCPG

    Learned from your documents, each tied to its source.

    A traditional ERP

    Configured field by field, often by consultants.

  • Getting live
    OntologyCPG

    One workflow at a time, starting with the one that hurts most.

    A traditional ERP

    A long implementation project.

  • Day to day
    OntologyCPG

    We keep it running.

    A traditional ERP

    Your team maintains it.

03In the work

It does the legwork. You make the call.

Every workflow is set up around how you run today: your customers' rules, your co-packers and carriers, and who signs off on what. Here's an ordinary week.

Examples use Casa Brava, a sample brand.

  1. Delivery is tomorrow and the pickup isn't confirmed. The carrier needs an answer by 3:00 pm.
  2. It flagged a freight quote that's 3 days old.
  3. The confirmation is drafted. Review and send.

04Before & after

Your business process, before and after.

Your customers, co-packers and systems all stay the same. What changes is what lands on your ops lead's desk.
The job is moving information between systems.
Mon
Download POs from the EDI portal and retype them into the tracker
Paste 3PL counts into the inventory sheet
Email carriers for pickup windows
Tue
Chase the co-packer for the run report and re-key it
Reconcile distributor remittances to find short-pays
Wed
Build the buy plan from three spreadsheets
“Do we have enough Salsa Verde for the promo?” means asking around
Thu
Match supplier invoices to POs by hand
Fire drill: tomorrow's pickup is still unconfirmed
Fri
Pull numbers for the weekly report
Dispute last month's deductions

An illustrative week for Casa Brava, a sample brand.

Your ops lead stops being the integration and starts running the operation.

05Why you can trust it

Every number shows where it came from.

You can't run an operation on answers you can't check. So nothing here is a black box.
  1. 01

    Trace any number.

    Click a figure and see how it was built, down to the document it came from.

  2. 02

    Every answer cites its sources.

    Ask anything; each claim points to the page or data behind it, and says when data is stale. Fix a rule once, and every answer after uses it.

  3. 03

    Nothing changes without a yes.

    It drafts; you decide. Big decisions come with their options and evidence. A correction needs a source too, and shows what it changes downstream.

Your data
  • Your company gets its own database
  • Encrypted in transit
  • Sign in with Microsoft or Google
  • Roles: admin, operator, viewer
  • Every change logged, with who and why
  • The AI we use doesn't train on your data
PO 260922-BHarvest Market · DC 4scheduled
Order valueTraced · fresh 9/22 7:14a

Click the number to see how it was built.

Which orders ship short this week?Ask

Two: PO 260922-B and PO 260925-A.

3PL count · 9:12aOpen ordersRun schedule
06Next step

Let's map your operation.

One working session. You walk us through your week: where the time goes, which systems you use and who approves what. We come back with a plan covering what we'd set up first, how long it takes and what it costs.

  1. 1Show us your week: Where the time goes and who approves what.
  2. 2We map where it fits: What we'd connect and what comes off your team's plate.
  3. 3You get a plan: What's first, how long it takes and what it costs.
Map your operation

One conversation, nothing to prepare. We'll reply within 5 business days.

Where orders come in
Where inventory lives
Who ships it
Who makes it
Where the money goes
Who signs off
Your operation
We'll fill this in together.