AI Agents for Sales and Operations Planning
WorkAgentic builds AI agents for sales and operations planning that consolidate demand, supply, inventory, and financial data into one view automatically, flag gaps between the demand plan and supply capacity, run scenario models on demand, and prepare the monthly S&OP meeting package so leadership walks in with decisions to make, not data to chase.
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Sales and Operations Planning
Six S&OP tasks your team stops running manually
Each agent connects to your demand, supply, inventory, and financial data and works continuously to keep the S&OP cycle current. No days spent chasing numbers before the meeting, no demand-supply gap discovered only once it is already in the room.
Automated S&OP Data Consolidation
- Demand, supply, inventory, and financial data pulled into one view
- Consolidated view ready ahead of the monthly cycle automatically
- No more chasing numbers from four departments by hand
- Consistent data format applied across every function every cycle
- Consolidation time cut from days to a few hours
Demand-Supply Gap Analysis
- Demand plan compared against supply capacity automatically
- Capacity shortfalls and oversupply risk flagged before the meeting
- Gaps flagged with enough detail to support an immediate decision
- No more discovering a mismatch only once it reaches the room
- Gap trends tracked across cycles to catch a recurring pattern
Scenario Modeling and What-If Analysis
- What-if scenarios run automatically for demand, supply, and capacity changes
- Resulting impact on the integrated plan shown for each scenario
- Scenarios compared side by side instead of rebuilt one at a time
- No more waiting days for a single new scenario to be modeled
- A question raised in the meeting answered with a new scenario on the spot
Cross-Functional Plan Reconciliation
- Differences between sales, operations, and finance plans identified automatically
- Conflicting assumptions across departments flagged before the meeting
- One reconciled plan produced instead of three competing versions
- No more discovering a conflicting number in the middle of the review
- Recurring reconciliation friction tracked to the source department
S&OP Meeting Preparation and Reporting
- Monthly meeting package built automatically from the consolidated data
- Key gaps and decisions surfaced up front instead of buried in slides
- No more building a deck by hand the night before the review
- Consistent format applied to every monthly package for easy comparison
- Meeting prep time cut from a full day to under an hour
Financial Impact Translation
- Operational plans translated into revenue, cost, and margin impact automatically
- A supply or demand change understood in dollars during the meeting itself
- No more calculating financial impact after the decision is already made
- Financial impact attached to every scenario modeled
- Consistent financial assumptions applied across every function's plan
Built Around Your Workflow
Your demand and supply data are already the source of truth
WorkAgentic builds each S&OP agent around the demand, supply, inventory, and financial data your team already has. Your planning cadence, your gap thresholds, and your financial assumptions are the foundation. The agent consolidates and reconciles in the background. Your team keeps the decisions made in the review.
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.
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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.
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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.
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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 S&OP agent running live
A 3-minute walkthrough showing how the agent consolidates demand, supply, and financial data, flags a capacity gap, runs a scenario model live, and translates the resulting impact into revenue and margin terms.
Demand, supply, and financial data consolidated automatically
Capacity gap flagged before it reaches the meeting
Scenario model run live during the review
Impact translated into revenue and margin terms instantly
No commitment. We demo with a real supply chain workflow, not a sandbox.
Start with sales and operations planning. Add more supply chain workflows as your team grows.
WorkAgentic deploys S&OP automation that consolidates demand, supply, and financial data, flags gaps, and prepares the meeting package automatically so leadership spends the review making decisions, not chasing data.
Current Workflow
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.
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.
Inventory Optimization Agent
- Reorder points and safety stock recalculated automatically from real demand.
- Stockouts and excess inventory reduced together across every location.
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.
Vendor Data Management Agent
- Onboard vendors and catch duplicate records automatically.
- Track compliance documents and verify banking details.
FAQ
Questions about sales and operations planning automation
Clear answers on how the agent consolidates data, flags gaps, models scenarios, and what your team stays responsible for.
Sales and operations planning agents are AI agents that consolidate demand, supply, inventory, and financial data into one view automatically, identify gaps between the demand plan and supply capacity, run scenario models for different assumptions, and prepare the monthly S&OP meeting package. WorkAgentic builds S&OP agents for teams who currently spend days pulling data from disconnected systems before every monthly cycle, and only find a demand-supply gap once it shows up in the meeting itself.
Demand planning produces the consensus demand forecast: one agreed number from sales, marketing, and finance input. S&OP is the broader monthly cycle that reconciles that demand plan against supply capacity, inventory position, and financial targets into one integrated business plan reviewed by leadership. WorkAgentic treats these as separate agents that work together. This page covers the broader reconciliation and meeting preparation agent. A separate demand planning agent covers the demand consensus process itself.
The agent pulls demand, supply, inventory, and financial data from each system automatically and assembles it into one consolidated view ahead of the monthly cycle, so nobody has to chase down numbers from four different departments by hand.
Yes. The agent compares the demand plan against supply capacity and inventory position automatically and flags a gap, such as a capacity shortfall or an oversupply risk, before it reaches the meeting unaddressed. Gaps are flagged with enough detail to support a decision.
Yes. The agent runs what-if scenarios automatically, such as a demand spike, a supply delay, or a capacity change, and shows the resulting impact on the integrated plan. Leadership can compare scenarios side by side instead of waiting for a manual model to be rebuilt for each question.
Yes. The agent translates the operational plan into revenue, cost, and margin impact automatically, so a supply or demand change is understood in financial terms during the meeting rather than calculated afterward.
No. The agent consolidates data, flags gaps, models scenarios, and prepares the meeting package automatically. Your leadership team keeps responsibility for the decisions made during the S&OP review. The agent removes the manual data-gathering and reconciliation work so the meeting focuses on decisions instead of data collection.
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 spending days consolidating S&OP data by hand?
Book a free 30-minute S&OP process review. We map your current cycle, data sources, and meeting prep process and show you where automation saves the most time.
Book a Free S&OP Process Review →