Know what needs attention
See retailer requests, pricing questions, promotional commitments, forms, deadlines, and open account issues without searching across disconnected queues.
Serve Trade + Account Operations
Run every account from one operating record.
Serve connects retailer requests, pricing, promotions, forms, approvals, deadlines, and account history in one continuous commercial workflow.
Consumer brands run their business on autopilot with Serve.
See Serve recover your deductions
Spin up an agent on your real deduction data — chargebacks, shortages, and promo claims — and watch it build the disputes, live.
Give every account and commercial team a head start.
Get work moving automatically
Serve identifies the account, checks the commercial context, and routes the next action to the right sales, finance, or operations owner.
Improve every account handoff
Keep requests, terms, approvals, responses, and outcomes connected so every account becomes easier to run.
Serve brings your commercial systems into one account workflow.
Configure Serve around the account and trade stack your team already uses. Available connections and methods depend on your deployment.
CRM
ERP
TPM
Retailer portals
Distributor portals
Email
Spreadsheets
Pricing files
Promotion calendars
New-item forms
Claims systems
Shared drives
Accounts receivable memory
Turn every retailer request into the next account action.
Serve connects requests, agreements, promotion files, account history, and deadlines to the right customer. Each follow-up starts with the context assembled and the next action assigned.
Commitment follow-through
Put the right commercial context in every response.
Every response can carry the approved pricing, promotion, form, or commitment for the account in question, with the right reviewer and deadline attached.
Reconciliation
Keep every commitment tied to the account.
When a request changes, stalls, or needs approval, Serve keeps the customer, terms, documents, decision, and response together so teams do not restart the work in another queue.
Accounts payable
Route account issues without losing the commercial trail.
Serve keeps the request, agreement, supporting file, issue, approver, and final response connected. Teams can act without rebuilding account context in another queue.
Account data stays protected Pricing, promotion, customer, and distributor context handled with care
Full decision trail Every request, approval, response, and commitment documented
Commercial guardrails Serve prepares work from approved account information and evidence
Enterprise security
Built for controlled account operations from day one. Every request, approval, response, and commitment stays protected and auditable.
Explore Serve security
SOC 2 Type II
GDPR
