Wholety
Draft #1 saved- Supplier
- Northstar Homeware
- SKU match
- GCP-12
- Quantity
- 48 cases
- USD quote
- $12.50 USD
- Quote total
- $600 USD
Your Agent. Your team. One ERP.
AI ERP. Ready for your Agent.
Give your Agent the inventory, orders and costs to work with. Check, analyze and prepare the next move.
- Complete business software
- MCP & API keys
- No credit card
Get things done. Away from your desk.
Moved the stock. Still need to log it?
Shelf moves and splits, recorded on the spot.
Move this batch of oolong tea to A2. Then move 3 cases out to B3.
Your Agent · Wholety connected
Inventory check workspace
Sample workspaceWarehouseHarbor Warehouse
ProductHBT-24
| Product | Shelf | Stock |
|---|---|---|
| Oolong teaHBT-24 #2401701 | A2 | 9cases |
| Oolong teaHBT-24 #2401702 | B3 | 3cases |
Batch total12cases
Inventory check activity
Shelf updatedA1 A2
Split recorded3 cases B3
Saved. Batch quantity unchanged.
Your customer asks. You don't have that report.
Say what you need. See the answer and its source.
Take Harbor Market's top three products by ordered quantity over the last 90 days. Can we supply another 48 cases of each?
Your Agent · Wholety connected
Agent analysis
From Wholety business recordsHarbor MarketLast 90 days+48 cases each
| Product | Ordered | Available | Shortfall |
|---|---|---|---|
| Oolong teaHBT-24 | 120 | 60 | 0 |
| Ginger drinkGNG-12 | 90 | 18 | 30 |
| Sparkling waterSPK-24 | 60 | 72 | 0 |
Ginger drink: 18 available, 30 cases short. The other products have enough available stock.
Sample data · Mobile voice input comes from your authorized Agent.
Try this same Harbor Market example
One month free · No credit card · Same SKUs, orders and stock after signup.
Wholety + your Agent
Stop piecing together the answer.
96 in stock. Can 72 ship?
Manual work
On hand96 cases
Unallocated demand72 cases
Inbound stockAfter dispatch
W
Agent checksReady to review
Available 60Unallocated demand 72
96 − 30 − 6 = 60
12cases · Dispatch gap
Review replenishment
- Manual work
- Agent checks
- Ready to review
- Review replenishment
Where do stock and cash get stuck?
Manual work
Sales cost$6,000 CAD
Time-weighted average stock$3,000 CAD
Observation window60 days
W
Agent checksReady to review
2.00Inventory turns60 days
PaymentCollection
50 daysWeighted collection cycleTrace linked orders
- Manual work
- Agent checks
- Ready to review
- Trace linked orders
How much cash is sitting on the shelf?
Manual work
On hand240 cases
Sales pace2 cases / days
Your target45 days
W
Agent checksReady to review
Your target 90Above target 150
$3,000CAD · Above target
120 days · Your target 45 days
Stock cost, not cash releasedReview replenishment
- Manual work
- Agent checks
- Ready to review
- Review replenishment
Another order to enter by hand?
Manual work
SupplierNorthstar Homeware
SKU matchGLASS-CUP
Quantity48 cases
W
Agent checksReady to review
Your review · Draft #1 saved · Open the draft
- Manual work
- Agent checks
- Ready to review
- Open the draft
Start freeConnect your Agent
Data & calculations
Will it ship?
Stock, reservations and locks · SO-1042 · PO-2088
Available = 96 − 30 − 6 = 60 cases. SO-1042 needs 72 cases not included in reservations: a 12-case gap. PO-2088 is due after dispatch.
Why so slow?
Completed sales order · stock cost history · payments and collections
Period turnover = sales cost ÷ time-weighted average inventory = 6,000 ÷ 3,000. Review the linked records behind the 50-day cycle.
One completed order; a 60-day observation, not an annualized rate.
Where’s the cash?
Harbor Tea stock lots · 30-day sales · verified CAD cost
Using a 45-day target: coverage = 240 ÷ (60 ÷ 30); stock above target = 240 − (2 × 45); cost above target = 150 × CAD 20. This is inventory cost, not cash already released.
Create the order
An isolated demonstration account supplies the business records. The Agent conversation is illustrated from recorded tool calls; no production records or secret keys are shown.
48 × $12.50 USD = $600 USD
Illustrated sample data, not measured performance results. Your connected Agent queries Wholety and explains the calculation; you review recommendations and approve record creation. The purchase example uses a USD supplier quote; verify the saved CAD amount and exchange rate separately.
These workflows are available through your connected Agent and authorized Wholety operations. Wholety's managed proactive AI services are still in development.
Start with the complete software, free.Your records, your team and your Agent in one workspace.
1owner account
Allfeatures included
50active products
Plans & pricing ↗AI access, built in
Not a chatbot bolted on.
An ERP your Agent can operate.
Register, open the Agent card in your dashboard and copy one connection prompt to your personal or enterprise Agent. It installs the Skill, connects MCP and verifies the account before reading records or saving authorized business work.
One connection for your Agent
https://wzapi.wholety.com/mcp- Data isolated per account
- Read and write scopes per key
- Same business checks as your team
- Agent tool calls recorded
Registration prepares business read and write access. Supported account, member, key and billing administration requires separate owner authorization and management scope. Your Agent discovers current operations and permissions from the live catalogue.
- U
“What is still unpaid on SO-1074?”
- →
search operations“sales order receipts”3 matching business operations - →
describe operationsales order detailread scope · fields & units returned - →
call operationGET sales order SO-1074✓ 200 · total, receipts, balance - A
SO-1074 totals CAD 3,240.00. Two receipts cover CAD 2,000.00, so CAD 1,240.00 is still open.
- Read & check
“What is still unpaid on this order?”
Read the order balance and payment records, then show what remains to reconcile.
- Prepare & save
“Turn this supplier sheet into a purchase draft.”
Match products and supplier prices, review the request and save a draft for your team.
- Bring your data
“Move my old stock spreadsheet into Wholety.”
Map source columns, check the records and carry on from saved migration checkpoints. See a mapping example ↗
Your next move, in focus.Your Agent · sample business analysis
Sample data“Which products need my attention?”
Your shelf space tells a story.
Check slow stock before your next purchase.
Harbor Tea120 days
Delta Rice31 days
Orchard Juice12 days
A useful next stepCheck slow stock before committing to new purchases.
Inputs: stock history, sales and purchase costs
“Where is my working capital sitting?”
See the money behind the stock.
Find stock costs worth reviewing before replenishment.
Inventory cost under review$4,800 CAD
Harbor Tea120 days of stock
A useful next stepReview the next order.
Inputs: purchase payments, sales receipts and inventory cost
“How much room is left in this container?”
Make the shipment add up.
Check remaining volume before adding more goods.
52.4 m³15.3 m³ remaining
Where we are goingPacking optimization is planned.
Volume illustration only. Optimized packing is a service goal.
“What should I reorder, and when?”
Catch the gap before the empty shelf.
Compare stock coverage with inbound dates and lead time.
12 daysStock coverage
21 daysSupplier lead time
Review inbound stock and supplier timing
Where we are goingReview stock and inbound orders. Automated alerts are planned.
Inputs: sales pace, available stock, inbound orders and lead time
Illustrated samples. Your Agent is available today; hosted proactive AI is in development.
What would you hand to your Agent?
Start with one real task. Follow the records, review the proposed action and check the saved result.
Check stock. Prepare a purchase draft.
Follow an AI inventory workflow from a supplier item code to a reviewed 48-case purchase draft.
Bring your spreadsheet into the ERP.
Preview how Excel or CSV columns map to products and stock before your Agent saves business records.
Explain the stock you can actually sell.
100 on hand, 35 reserved, 65 available. Understand the records before promising the next order.
Connect your own AI Agent through MCPWholety supplies the ERP and tools. Your Agent and model provider supply the AI; their fees are separate.
Before you connect
Choose an ERP your Agent
can actually work in.
A chat window is only the starting point. Check how your Agent reaches business records, what it may change and how you verify the result.
| Topic | Questions to ask | Wholety |
|---|---|---|
| Connection | Can I connect the Agent I already use? | Remote HTTP MCP, API keys and a downloadable Skill; a stdio bridge is available. |
| Actions | Can the Agent work with records, beyond answering questions? | Discover operations, check stock and save authorized business drafts with read and write scopes. |
| Verification | Can I check what was read or saved? | Review proposed writes, inspect the saved record and check the recorded Agent tool calls. |
| Cost | What is free, and who provides the AI? | All features free for one month, then $99 USD/month. Includes 1 hour of consultation and assistance each month. Your own Agent and model costs are separate. |
| Getting started | What do I need for the first useful task? | Prepare an account and business records, copy the Agent connection prompt, then check one product or order. |
Confirm that your Agent supports the connection method you choose. The Agent guide explains setup and permissions.
One connected system
Supply chain, sales, warehouse,
data and finance. One system.
Every module shares the same products, stock and partners — so your team and your Agent work from one source of truth.
Distribution ERP for wholesalers ↗What the free plan includes ↗What is ERP software? ↗
Purchasing
Supplier orders, containers, freight and landed cost.
Warehouse & stock
Receipts, putaway, batches, expiry and available stock.
Sales & B2B portal
Quotes, price levels, approvals and buyer self-ordering.
Delivery
Single or partial deliveries, each linked to its order.
Finance & settlement
Receivables, supplier payments, taxes and settlement.
Analytics
Sales performance, inventory movement, SKU cost and financial reports.
Agent layer across every module
MCP, API keys and a downloadable Skill — free on every plan.
Start with your records.
Put your Agent to work.
Start free, connect your Agent and explore the examples above. Bring your existing spreadsheets when you are ready.
For Canadian importers and wholesalers, regional taxes and import costs stay connected to the same business records.
See pricing and included assistanceOne month free
$0USD / month
- All features included
- No product or subaccount pricing tiers
- Purchasing, stock, sales and finance
- MCP, API keys and Agent Skill
One month free. Then $99 USD/month, with 1 hour of free assistance every month. Need migration or customization? Talk to us.
Explore purchasing, inventory, sales and settlement
One connected business
The whole business.
Already connected.
Your free software foundation: purchasing, warehouse operations, B2B orders, delivery and finance. One set of records for your team and your Agent. Canadian importers can also configure provincial taxes and landed costs.
- Suppliers01
Purchase
Supplier orders & freight
Explore ↗ - Warehouse02
Receive
Receipts & putaway
Explore ↗ - Warehouse03
Stock
Batches, shelves & availability
Explore ↗ - Sales & buyers04
Sell
B2B portal, quotes & orders
Explore ↗ - Sales & buyers05
Deliver
Dispatch & partial deliveries
Explore ↗ - Finance06
Settle
Receivables & supplier payments
Explore ↗
One view across the business
Explore analysis ↗Sales performance · Inventory movement · SKU costs · Financial reports
Your supply side. Your sales side. One system.Shared products and inventory connect your suppliers, team and B2B buyers.Explore the complete workflow ↗
Explore the software with sample business records
Explore the connected workflow
See the software in action.
Before you sign up.
Explore inventory availability, sales orders, incoming purchases and Agent-assisted migration. Switch between the examples to see how the records connect.
One month free · All features · 1 hour assistance each month
Your own source columns. Agent mapping. Checked before import.
Inside WholetyInteractive example · Sample data
“Move my old stock spreadsheet into Wholety.”
| Your source | Agent mapping |
|---|---|
| Item No. / COLA-12 | Product code / COLA-12 |
| Stock / 1.50 cases | Opening quantity / 1.50 cases |
| Location / Toronto | Match the existing warehouse |
Keep the data you already have. Your agent resolves fields and units, checks your account through MCP, then saves source rows and checkpoints in your account as it migrates.
“What can we sell from our Toronto warehouse?”
| SKU / cases | On hand | Reserved | Available |
|---|---|---|---|
| Sparkling water / 12 | 126 | 18 | 108 |
| Oat drink / 6 | 42 | 36 | 6 |
| Cold brew / 8 | 24 | 0 | 24 |
Stock you can act on. View physical inventory and sales reservations together, with shelf locations, batches and expiry dates.
“Which sales orders need our attention?”
| Order | Customer | Cases | Status |
|---|---|---|---|
| SO-1073 | Harbour Market | 18 | Confirmed |
| SO-1074 | Northside Foods | 36 | Approval |
| SO-1075 | Lakeview Grocer | 12 | Delivered |
One order, one connected record. Follow approval, stock allocation, warehouse dispatch and receivables without rebuilding the same order in separate tools.
One request. One order. Even when the connection drops.
Try a product save or recover a lost create response with sample data. Your team and your Agent can find the same created order before continuing.
- Order
- SO-081
- Order quantity
- 24 cases
- Reserved stock
- 24 cases
- Order total
- CAD 128.00
Saved together. Order products, total and reserved stock now agree.
“Where are our incoming purchase orders?”
| Purchase | Shipment | Cases | Status |
|---|---|---|---|
| PO-047 | Container A | 24 | In transit |
| PO-048 | Container B | 180 | Customs |
| PO-049 | Local delivery | 60 | Received |
Visibility before the goods arrive. Track purchasing and shipping stages, receive partial deliveries, and connect landed costs to warehouse inventory.
Illustrative workflow; no live account dataConnect your own agent