AI Agents for Inventory Optimization
WorkAgentic builds AI agents for inventory optimization that translate demand forecasts into reorder points and safety stock recommendations, rebalance inventory across locations automatically, flag excess and at-risk stock before it becomes a write-off, and keep replenishment levels current as demand patterns shift.
No technical team neededBuilt by CPAs
Book a Free AI Workflow Automation
Inventory Optimization Automation
Six inventory tasks your team stops running manually
Each agent connects to your demand forecast, inventory position, and supplier lead times and keeps stock levels current continuously. No static reorder points, no excess discovered too late, no manual transfer spreadsheets between locations.
Automated Reorder Point Calculation
- Reorder points recalculated per SKU and location as demand and lead time change
- No more static reorder points left unchanged since last year's review
- Service level targets factored in alongside carrying cost automatically
- Seasonal SKUs get reorder points that flex with the season
- Reorder recommendations delivered in the format your team already uses
Stockout Risk Detection
- Inventory position compared against forecast and lead time continuously
- SKUs projected to fall below safety stock flagged before it happens
- Flags arrive early enough to expedite an order or adjust allocation
- High-priority SKUs surfaced first so review time goes where it matters
- Stockout risk tracked by location so allocation decisions have context
Excess Inventory Identification
- Inventory age, turn rate, and demand trend tracked per SKU
- Overstocked and slowing SKUs flagged while there is still time to act
- Aging stock surfaced before it becomes a write-off
- Excess ranked by carrying cost impact so the biggest issues surface first
- Redirect, discount, or transfer options flagged alongside each item
Multi-Location Inventory Rebalancing
- Stock positions compared across every location for the same SKU
- Transfer opportunities flagged when one location is short and another has excess
- Shipping cost and lead time factored in before a transfer is recommended
- Transfers only surface when they beat a new purchase order
- Rebalancing history tracked so patterns across locations are visible
Safety Stock Optimization
- Safety stock balanced against service level targets and carrying cost
- High-priority SKUs get tighter service levels than low-priority ones
- Buffer levels recalculated as demand volatility changes per SKU
- Working capital tied up in oversized buffers identified and reduced
- Safety stock rightsized without increasing stockout risk
Lead Time Variability Tracking
- Supplier lead time and variability tracked per SKU and supplier
- Buffers adjusted automatically as a supplier's reliability shifts
- Consistently late suppliers flagged for review before they cause a stockout
- Lead time trends tracked over time instead of using a single fixed estimate
- New supplier lead times incorporated as soon as data is available
Built Around Your Workflow
Your inventory system is already the source of truth
WorkAgentic builds each inventory optimization agent around the inventory system and demand forecast your team already uses. Your SKUs, your locations, and your service level targets are the foundation. The agent recalculates reorder points and flags risk in the background. Your team approves purchases and transfers.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
NetSuite
SAP
Salesforce
Xero
Oracle
Dynamics
Sage
100+
more systems
NetSuite, SAP, Salesforce, Xero, Sage Intacct, Oracle Financials, and any ERP or WMS with a structured API or data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
Read case study
CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
See an inventory optimization agent running live
A 3-minute walkthrough showing how the agent recalculates a reorder point, flags a SKU at risk of stocking out, identifies a transfer opportunity between locations, and surfaces excess inventory before it becomes a write-off.
Reorder point recalculated from current demand and lead time
SKU at risk of stocking out flagged before it happens
Transfer opportunity identified between two locations
Excess inventory surfaced with enough time to act
No commitment. We demo with a real supply chain workflow, not a sandbox.
Start with inventory optimization automation. Add more supply chain workflows as your team grows.
WorkAgentic deploys inventory optimization automation that recalculates reorder points, flags stockout and excess risk, and rebalances stock across locations so your team spends time on the exceptions that need judgment, not the routine math.
Current Workflow
Inventory Optimization Agent
- Reorder points and safety stock recalculated automatically from real demand.
- Stockouts and excess inventory reduced together across every location.
Demand Planning Agent
- Inputs collected from sales, marketing, and finance automatically.
- Conflicts flagged before the S&OP meeting, package ready on schedule.
Demand Forecasting Agent
- Baseline forecasts generated from historical sales data automatically.
- Accuracy tracked at the SKU level, model drift caught before it hurts inventory.
Purchase Order Automation Agent
- Purchase orders generated, routed, and matched automatically.
- Three-way matching flags discrepancies before payment goes out.
Supplier Risk Monitoring Agent
- Track supplier performance and financial health continuously.
- Flag concentration risk and disruption signals before they become a problem.
Supply Chain Reporting Agent
- Build recurring operational reports across the supply chain.
- Show fill rate, lead time, and service level in one view.
Replenishment Agent
- Real-time recommendations generated from live demand, stock, and lead time signals.
- Coordinated across every location without a store-by-store manual review.
Procurement Automation Agent
- Route purchase requisitions and manage supplier data automatically.
- Check contract compliance and aggregate spend reporting.
Supplier Performance Monitoring Agent
- Build recurring scorecards from delivery, quality, and cost data.
- Benchmark suppliers within category automatically.
Logistics Coordination Agent
- Shipment status tracked across every carrier automatically.
- In-transit exceptions flagged and freight invoices reconciled before payment.
Sales and Operations Planning Agent
- Consolidate demand, supply, and finance data into one S&OP view.
- Flag gaps and prepare the monthly meeting package automatically.
Vendor Data Management Agent
- Onboard vendors and catch duplicate records automatically.
- Track compliance documents and verify banking details.
FAQ
Questions about inventory optimization automation
Clear answers on how the agent sets reorder points, flags risk, rebalances stock, and what your team stays responsible for.
Inventory optimization agents are AI agents that turn demand data into specific stock level decisions, calculating reorder points and safety stock per SKU and location, flagging stockout risk and excess inventory before they become a problem, and identifying transfer opportunities between locations. WorkAgentic builds inventory optimization agents for supply chain teams who currently set reorder points once a year and leave them static, discover stockouts or excess inventory after the fact, and have no systematic way to rebalance stock across locations.
Demand forecasting predicts how much of a product will sell. Inventory optimization takes that forecast and decides how much stock to actually hold and where, factoring in lead time variability, service level targets, and carrying cost. WorkAgentic treats these as separate agents that work together. This page covers the stock-level decision agent. A separate demand forecasting agent covers the prediction itself.
The agent combines the current demand forecast with supplier lead time and lead time variability for each SKU and location, then calculates a reorder point and safety stock level that meets your target service level without carrying more inventory than necessary. These numbers update automatically as demand and lead times change instead of staying fixed until someone manually revisits them.
The agent compares current inventory position against the forecast and lead time for each SKU and flags any product projected to fall below safety stock before the next replenishment arrives. The flag comes early enough to expedite an order or adjust allocation before the stockout actually occurs.
The agent tracks inventory age, turn rate, and demand trend per SKU and flags products that are overstocked relative to current demand, slowing in turn rate, or aging toward obsolescence. Excess is surfaced while there is still time to redirect, discount, or transfer the stock instead of after it becomes a write-off.
Yes. The agent compares stock positions across every location and flags transfer opportunities where one location is short and another is holding excess of the same SKU. Recommended transfers account for shipping cost and lead time so they only surface when a transfer is actually the better option versus a new purchase order.
No. The agent calculates the numbers and flags the risks. Your team keeps responsibility for approving purchase quantities, deciding on transfers, and handling exceptions the agent surfaces. The agent removes the manual recalculation work so your team spends time on the decisions that need judgment.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
Get Started
Ready to stop finding out about stockouts and excess after the fact?
Book a free 30-minute inventory process review. We map your SKU and location count, current reorder point process, and supplier lead times and show you where automation saves the most.
Book a Free Inventory Process Review →