Finance
Deductions, AP and AR, reconciliation, and payment status
The operating engine behind AI transformation for CPG.
Serve redesigns Finance, Sales, Supply Chain, and Marketing workflows around your data, approvals, and exceptions.
Our approach
Turning AI potential into operating reality.
CPG teams do not need another generic copilot. They need work redesigned around the data, approvals, exceptions, and decisions that already run the business.
Serve builds agents into that operating model. Each deployment starts with the workflow itself, then connects the systems, evidence, and people required to move it forward.
Why Serve
Built for the work between systems.
Serve is led by founder Quan Tan and based in New York. The company started with the hard economics of trade promotions and deductions, where decisions are fragmented across agreements, retailer portals, spreadsheets, emails, and finance systems.
That same problem appears across Finance, Sales, Supply Chain, and Marketing. Important work sits between systems, and the context needed to act is scattered. Serve turns that context into a searchable operating memory and gives agents a controlled path to complete the work.
The Serve operating model
One company for the workflows that move physical products and the money around them.
Sales
Sales orders, trade accounts, requests, and commitments
Supply chain
Fulfillment, logistics, inventory, and operational exceptions
Marketing
Promotion analysis, retail signals, and performance memory
Enterprise delivery
Data access, approvals, controls, and deployment review
Shared operating record
The context, evidence, decisions, and outcomes behind the work
Built around the business.
Serve focuses on the functions, controls, and exceptions that make consumer businesses hard to operate.
CPG
Food and beverage
Finance
Sales
Supply chain
Marketing
From the Serve team
Stories about the work.
Redesign the workflow around your business.
Bring one workflow, the systems behind it, and the exceptions slowing your team down. Serve will map the work and show where agents fit.
Plan a transformation