The AI Infrastructure Partner for CPG

Transform Finance, Sales, Supply Chain, and Marketing operations with agents built around your data, workflows, approvals, and exceptions.

Consumer brands run their business on autopilot with Serve.

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The operating model

ServeFinanceSalesSupply ChainMarketing

The Best Teams use Serve for:

  • Finance. Distributor Deductions & Recovery
  • Supply Chain. Demand Forecasting & Replenishment
  • Procurement. Supplier Data & Onboarding
  • Supply Chain. Purchase Orders & Tracking
  • Finance. Accounts Payable & Spend Optimization
  • Procurement. Supplier Sourcing & Quote Management

Industries we serve

AI infrastructure for the companies behind every product, shipment, and shelf.

Serve transforms the finance, commercial, supply chain, and marketing workflows that connect products to retailers and customers.

Food & Beverage Processing

Connect orders, inventory, suppliers, and every service location.

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Distributors and Manufacturers

Keep orders, inventory, pricing, and customer commitments aligned.

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CASE STUDIES

Transforming every function with AI.

From Finance to Sales, Supply Chain, and Marketing, Serve helps every function move faster with agents built around the real work.

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Cash

recovered

AP + AR

connected

Audit

ready

Agents audit and dispute retail deductions, connect invoice and payment status, coordinate approvals, match remittance, and reconcile what was paid. Finance teams recover margin and keep AP and AR moving from one operating record.

See this function

One AI operating layer across every function

Connect your operating context. Bring together records, policies, approvals, and exceptions from the systems your teams already use.
Put agents to work. Prepare, coordinate, and complete repeatable work with people in control.
Keep decisions explainable. Connect every action to its source context, approvals, and outcome.
Scale across functions. Extend proven agent workflows from one team to the rest of the business.
Controlled access Agents work only with approved systems and data
Full audit trail Context, approvals, actions, and outcomes stay connected
Human oversight People remain in control of exceptions and high-impact decisions

Enterprise security

Enterprise AI only scales when every action stays controlled and reviewable.

Explore Serve security
ISO 42001
AICPA SOC 2 Badge
SOC 2 Type II
ISO 27001

See Serve transform your first workflow

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