Serve
Serve provides an AI agent platform for CPG manufacturers and food processors to automate trade operations across finance, sales, supply chain, and marketing. The platform deploys specialized agents that audit trade deductions, recover margin, manage order and payment workflows, and resolve supply chain exceptions using company-specific data and approval hierarchies. Serve's agents preserve every decision as searchable operating memory, keeping human teams in control of approvals and exceptions.
- AI Agents
- Artificial Intelligence
- Enterprise Software
- Logistics & Supply Chain
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
CPG manufacturers lose significant margin to trade deductions, chargebacks, and promotional claim disputes that go unchallenged due to manual audit processes. Fragmented workflows across finance, sales, and supply chain systems create visibility gaps that allow errors and exceptions to escalate into costly retailer penalties.
Solution
Serve deploys a team of specialized AI agents across a CPG brand's finance, sales, supply chain, and marketing operations. These agents automate trade deduction recovery by auditing claims, building evidence, and disputing invalid charges; they also manage order capture and validation, invoice follow-up, payment reconciliation, and supply chain exception resolution. Each agent is built around the company's own data, workflows, and approval hierarchies, turning operational history into what Serve calls "Specific Intelligence." The platform preserves every decision as searchable operating memory, keeping human teams in control of approvals and exceptions while the agents handle repetitive work.
Target Audience
Serve's primary customers are consumer packaged goods manufacturers and food and beverage companies that need to automate trade operations across finance, sales, and supply chain functions.
Features
- Deductions Agent that automatically audits chargebacks, shortages, fees, and promotional claims, then builds evidence and disputes invalid deductions
- Accounts Payable Agent connecting invoice follow-up, payment approvals, status tracking, remittance, and reconciliation into one continuous workflow
- Accounts Receivable Agent resolving customer questions, refunds, and complaints across channels with automated flagging of systemic issues
- Reconciliation Agent monitoring POs, inventory, and shipments in real-time to prevent delays from converting into retailer penalties
- Sales Order Automation for capturing, validating, and moving customer orders into existing systems
- Production Costing & Yield tracking for recipe costs, run yield, cost variances, and margin by SKU and customer
- Enterprise-ready security with reviewable operating history for every agent action