MANUFACTURING · DISTRIBUTION · BEVERAGE

AI Automation for Beverage.

Harmony digitizes paper driver check-ins and keg logs, assembles the state reports automatically, tracks kegs and deposits, and recovers supplier chargebacks with AI. One AI-native operating system over everything: your floor, your machines, and the software you already run. No rip-and-replace.

Start with a pilot ROI Calculators & Tools

THE PROCESS

First a digital transformation. Then an AI transformation.

FIG. 01 · THE TWO ARCS

ARC 1 · DIGITAL

ARC 2 · AI

Data engineering is the work.AI is what it unlocks.

THE PHASED ROLLOUT

Three phases of a digital and AI transformation.

PHASE 01

PHASE 1

Lay the Data Foundation · Digitization

Every pen-and-paper record digitized at the station, every software system connected, and all of the data unified into one live layer. The digital transformation starts here.

PHASE 02

PHASE 2

Production & Operations Scale

Factory operations turn proactive: live sensors and machine data, the AI scheduling board, predictive maintenance before failure.

PHASE 03

PHASE 3

AI-Native Operations

Agents across the floor and the back office act on the live layer: quality signals, reports, copilots. Humans approve.

AI USE CASES

Eleven ways the AI layer earns its keep.

Index · 10 use cases

U1

Paperwork Digitization

Use case 01 · PEN, PAPER & EXCEL

Problem. Driver check-in sheets on clipboards at the dock, keg logs kept by hand, state reports assembled in Excel from a dozen exports every month. Hours of keying every week, retyping what the building already knew.

Harmony AI Solution. Digitized end to end. Check-in captured at the dock on a tablet, keg movements scanned, the state workbook fed from the same layer automatically.

U2

AI Search Across All Data

Use case 02 · AI SEARCH

Problem. "Which accounts cut their draft orders after the last price change?" means a VIP export, three inboxes, and an afternoon.

Harmony AI Solution. Answered in seconds with the source shown, across VIP, the ERP, inboxes, and SKU history. Department-scoped agents for sales, warehouse, and finance.

U3

AI Production Scheduling

Use case 03 · AI ROUTING

Problem. Delivery windows, keg weight, cooler space, driver hours, and stop sequence juggled by hand against whatever the routing system spit out.

Harmony AI Solution. AI scheduling and routing models the router's own logic and proposes per-stop plans. A person approves.

U4

Live Machine Data

Use case 04 · LIVE EQUIPMENT DATA

Problem. Scanner reads live in the WMS, dock-door status on a light, cooler temps in a logbook. Nobody sees them together.

Harmony AI Solution. Direct connections stream scanners, dock doors, conveyors, and cooler sensors in real time, any brand, on one live screen, next to the loads and routes they serve.

U5

Back-Office AI Automations

Use case 05 · FULL-SCOPE AI AGENTS · FINANCE, SALES, PROCUREMENT, LOGISTICS

Problem. Monthly filings are assembled by hand from exports and pivot tables, with no way to know the numbers tie out until the deadline.

Harmony AI Solution. Full-scope AI agents run the workflows across financial, sales, procurement, and logistics: deductions and AR worked automatically, POs parsed from the inbox, and reports written before the morning meeting.

Scope. Financials, sales, procurement, and logistics automations, in the same platform.

U6

RFID + Serial Genealogy

Use case 06 · KEG & DEPOSIT TRACKING

Problem. Kegs leave on a truck and disappear from tracking. Deposit balances drift.

Harmony AI Solution. The RFID pattern applied to returnable assets: tag and scan at the dock and at the account. Every keg answers where it is right now, and deposit balances reconcile themselves.

U7

AI Workflow Automation

Use case 07 · DRIVER CHECK-IN

Problem. Drivers queue at a window with cash, checks, invoices, and returns while a clerk keys a clipboard sheet into the ERP.

Harmony AI Solution. Check-in digitized at the dock: returns scanned, payments captured, exceptions flagged before the driver reaches the window.

U8

Chargeback Recovery

Use case 08 · CHARGEBACK RECOVERY

Problem. Supplier deals, billbacks, and depletion allowances are tracked in spreadsheets, and claims expire unfiled, so money that was earned is never collected.

Harmony AI Solution. AI document processing reads the deal sheets and invoices, matches what was earned to what was paid, and drafts the claims. A person approves each one.

U9

Allocation

Use case 09 · ALLOCATION

Problem. Rare bourbon and limited drops allocated by memory and phone calls. The loudest account wins, and the split is never provable.

Harmony AI Solution. Allocation modeled from sales history, commitments, and the house rules. AI proposes the split, a person approves it, and it holds up when the calls come.

U10

Exception Clustering

Use case 10 · EXCEPTION CLUSTERING

Problem. Shorts, refusals, breakage, and missed windows logged one at a time, argued one at a time, never seen as a pattern.

Harmony AI Solution. ML clusters the routes, accounts, and causes behind delivery exceptions. The pattern surfaces in days, not quarters, and the fix goes to the cause, not the symptom.

01 / 10

YOUR LIKELY STACK

The systems and machines we meet on your floor.

SYSTEMS

VIPEncompassNetSuiteSageHomegrown ERPsOmnitracs / Roadnet routingWMSExcelCustom appsLocal servers

MACHINES

Zebra and Honeywell scannersRFID keg tracking infrastructureDock doors and levelersConveyors and palletizersCooler and cold-room sensorsLabel printers

You might run any of these. Or none of them. Harmony is software and hardware agnostic, and we connect live machine data from any PLC brand and any software or custom app.

AI AGENTS

Agents that watch, flag, and act. Humans decide.

Keg Deposit Tracker

State Compliance Writer

Driver Check-In Agent

Supplier Chargeback Copilot

Allocation Manager

Delivery Exception Cluster

AR Collections Copilot

Account Churn Watch

Morning Report Writer

Custom Agents, built for your floor and back office

THE PATTERN WE SEE

The problems we see on every beverage floor, and why they happen.

VIP, the ERP, and routing do not share data

Deposits live in one system and the state workbook in another.

Check-in and keg logs are on paper, so the ERP runs behind

Driver check-in sheets, keg logs, load sheets, return tallies, and cash counts are keyed into the ERP hours later, argued about for days, or never read at all.

Chargebacks and state reports are worked by hand

The AR aging is worked top to bottom, supplier chargebacks sit in spreadsheets until the claims expire, and state reports are assembled from a dozen exports every month.

Kegs, shells, and pallets are never tracked

Deposit balances drift, and the keg count is an argument instead of a number.

The back office runs on manual work

POs are typed in from emails, invoices keyed into the ERP, deductions and AR worked from spreadsheets, and reports built by hand before the morning meeting.

THE PILOT

$15–20K. 4–6 weeks. One painful problem.

We pick one specific pain point, send engineers to live in your factory for 4–6 weeks, and solve it. One-time payment, working software by week 3, and no obligation to go further. If you do, you choose the modules that you like.

FIRST CALLSECOND CALLCHOOSE PILOTDATA ACCESS FROM ITON-SITEBUILDTESTROIREVIEW

Start with a pilot →Book a Demo →

QUESTIONS, ANSWERED

We run VIP with a homegrown ERP bolted on. Can you work with that?

Yes. Software and hardware agnostic. VIP, Encompass, NetSuite, Sage, homegrown ERPs, Omnitracs or Roadnet routing, any WMS. Additive by default. The AI layer sits on top of what you already run, and when a system deserves to be replaced, we replace it.

Can you actually track our kegs and deposits?

Yes. RFID tags and scan points go in where kegs go dark: the dock, the truck, the account. Installed as part of the digital transformation, hardware agnostic, at cost. Every keg answers: where am I right now? Deposit balances reconcile against real movements instead of memory.

Can the AI really assemble our state reports?

Yes. Once the floor and the back office feed one layer, the monthly state filings are assembled by AI from that same layer, in the formats the state expects. A person reviews and files. Baseline first, then measure. Estimates are labeled as estimates.

How does the AI get our data?

Read-only connections, scheduled exports, or on-prem. Security is reviewed together in scoping. Read-only pilots: every agent proposes, a person approves.

Do you work remotely?

No. We always start a pilot in person and on-site, with forward-deployed engineers on your floor. Very rarely do we do anything remotely.

What does it cost after the pilot?

A per-site annual platform: unlimited seats, no user fees, hardware at cost. The pilot itself is $15-20K over 4-6 weeks against one painful problem, with working software by week 3.

When every keg, route, and dollar is tracked in real time, chargebacks get filed, deposits reconcile, and state reports go out on time, every month.

Start a scoping conversation →

ADJACENT FLOORS WE RUN

Produce →Meat & Seafood →Dairy →Convenience Store →