Distribution
Find the margin and cash your business is leaving behind.
Customers who stopped reordering, prices behind supplier costs, short cash weeks. Performis AI Associates find where your distribution business loses revenue or cash. They design and implement the fix on the Performis platform, and track it going forward.
Illustrations:
- Revenue · customers who stopped reordering: Regular customers stopped reordering, and nobody called. Check-in drafted for each lapsed account, waiting for the sales manager to approve.
- Cost · a short cash week: Week 7 falls $18,400 below your cash floor. Follow-up to Acme drafted, three invoices attached, waiting for the controller to approve.
- Revenue · prices behind supplier costs: Supplier costs went up; your prices did not. Price update prepared for 140 SKUs, waiting for the pricing manager to approve.
How the platform works in distribution.
Two examples: one that grows revenue, one that cuts cost. Both run through the same five steps on the Performis platform.
Illustration
Revenue example
Customers who stopped reordering
Regular customers quietly stop reordering, and nobody notices until the year-end review.
Revenue at stake $310,000 a year in past sales from 23 lapsed accounts
01 AI Associates learn your business.
Performis platformStores your order history, your customer list and who owns each account.
AI AssociatesRead order history from your ERP export, read-only.
Your teamThe sales manager names an owner for each account.
02 AI Associates find the profit worth capturing.
Performis platformRecords the baseline: revenue from accounts that have gone quiet.
AI AssociatesFind 23 customers who ordered every month last year and nothing in the last 90 days.
Your teamThe sales manager agrees the target: lapsed accounts won back each quarter.
03 AI Associates run the workflow.
Performis platformChecks order patterns every week and flags each account that goes quiet.
AI AssociatesDraft a check-in for each account, with what the customer used to buy and when.
Your teamAccount owners see the flagged accounts in one list.
04 Your team approves.
Performis platformHolds every check-in until the account owner approves.
AI AssociatesThe AI Associates cannot send email or change prices.
Your teamThe account owner approves, edits or skips each check-in, then sends it.
05 The platform tracks the result.
Performis platformTracks revenue won back against the target, every month.
AI AssociatesLearn which accounts respond, and adjust which accounts get flagged.
Your teamThe sales manager reviews the result each month.
See How it works for more detail.
Questions
What can Performis do for a distributor?
AI Associates find where working capital, availability and reliability cost you revenue or cash: customers who stopped reordering, prices that fell behind supplier costs, short cash weeks caused by slower collections, and stock that will not be available for a customer order. We start with the workflow that costs you most, then add others on the same platform.
How does it work?
Five steps. AI Associates learn your business from the records you share, find the revenue or cash worth capturing and size it in dollars, and run the workflow on the Performis platform. Your team approves every action, and the platform tracks the result and monitors for the next opportunity.
Who at our company uses Performis?
An owner, such as the CFO, COO or head of sales, sets the goal and the approval rules. The people who own the work today, such as controllers, account managers, buyers and sales reps, review and approve what the AI Associates prepare. There are no per-user charges, so everyone who needs to approve can.
What information do we need to share?
Only the records the workflow needs, such as invoices and receivables, customer order history, price lists, supplier costs and stock levels, by upload, API or MCP. Exports from your ERP are set up with you.
Can Performis contact customers or change our prices?
No. AI Associates draft follow-ups, check-ins and price changes; your team approves and sends them. They cannot change your ERP or contact a customer on their own.
How do we start, and what does it cost?
Bring the workflow that costs you most. We agree the target in writing, run it with you for eight weeks, and keep tracking it after. Fees are agreed in writing before any work starts, with no per-user charges.
Don’t see your workflow?
Tell us the workflow, who owns it today, and what it costs when it goes wrong. We’ll show you how Performis fits.