AI-powered workflow intelligence for retail & CPG

Streamline demand planning, order-to-cash, and trade promotions with AI-powered automation.

Your privacy comes first

Personal information is filtered before analysis and insights are aggregated by team.

Setup in Seconds
Runs across every tool
You stay in control
Insights in a week

Why logistics operations slow down

Process fragmentation & shadow work

Process fragmentation & shadow work

ERP, POS, e-commerce, and planning systems run in silos. Critical work hides in spreadsheets and email across merchandising, supply chain, and stores.

Order entry errors

Spreadsheet planning

Email workarounds

High cost-to-serve

Trade spend & deduction leakage

Trade spend & deduction leakage

Promotions, claims, and deductions still run on manual tracking and reconciliation, leaking margin and straining retailer-supplier relationships

Unresolved deduction

Promo leakage

Manual reconciliations

Margin erosion

Blind transformations & slow ROI

Blind transformations & slow ROI

Improvement programs rely on interviews and assumptions rather than objective workflow data. You burn months fixing symptoms instead of the actual root causes.

Long integrations

Unclear ROI

Months of consulting

Burned budgets

Worktrace moves the needle

30%

Lower forecast error

Fix the planning workflows and data handoffs that drive stockouts, write-offs, and excess safety stock.

65%

Fewer lost sales from stockouts

Improve on-shelf availability by fixing the replenishment and exception workflows behind every out-of-stock.

25%

Lower back-office admin cost

Eliminate duplicate data entry and manual reconciliation across order-to-cash, deductions, and claims.

Start in minutes.
Insights in a week

Your privacy comes first
Personal information is filtered before analysis and insights are aggregated by team.
Insights within a week
No API connections, no OAuth flows, and no IT overhead. Worktrace captures work across every application by observing your screen.
Works across every application
Start receiving actionable insights within the first week
— without changing the way your team works.

Optimize your top processes

Automatic SOPs from real work
Every mapped process automatically generates an SOP built from how your team actually works, including variants and edge cases.
Specify your business KPIs
Worktrace doesn't just optimize for time saved. Specify exactly what KPIs your team cares about.
Your top processes mapped
Worktrace groups observed workflows into processes and maps them with phases, decision points, and bottlenecks. See every step, tool, and handoff.
Roadmap of your team's top opportunities
Automation opportunities by impact, but goal fit. Everyone opportunity to a full blueprint.

Agents ready 
to export

Workflow automations
Automations that are ready-to-export into a workflow builder of your choice.
System Level Prompt (SLP)
Role definition, constraints, output format, and guardrails. Ready to copy into any LLM-based agent builder.
Inputs & Outputs
Trigger events, input formats, expected outputs mapped from your real workflows.
Implementation requirements
Technical prerequisites and deployment checklist. Which APls need access, permissions required, and a phased rollout plan.

Demand planning & forecasting

-30%

forecast error · fewer stockouts and write-offs

Order management & order-to-cash

2x faster

order processing · fewer claims and disputes

Inventory & replenishment operations

-65%

lost sales · higher on-shelf availability

Trade promotions & deductions

-30%

resolution cycle time · less unresolved deduction

Customer service & returns

-50%

status-check queries · faster returns processing

Finance & back-office operations

80% touchless

invoice processing · fewer 3-way-match exceptions

Real results for enterprises like yours

PII redaction
Sensitive data is automatically redacted before it reaches our analysis. Names, IDs, and personal identifiers are stripped at the source.
Allowlist and denylist
Control exactly which applications are observed. Your IT team defines the rules — Worktrace follows the list, no exceptions.
On-premise deployment
Deploy entirely within your infrastructure. Your data never leaves your network. Compatible with AWS, Azure, and GCP.
No productivity tracking
We observe workflow patterns, not individual performance. No time tracking, no keystroke counting. Team-level insights only.

Frequently asked questions

How is Worktrace different from process mining tools retailers already use?
Which retail and CPG companies are investing in AI?
How quickly can a retailer or CPG company go live and see results?
Is customer and pricing data safe with screen-level capture?
Can we keep all data inside our own environment?
Does Worktrace work with systems like SAP, Oracle Retail, Blue Yonder, or Shopify?
What are the top-priority use cases in retail and CPG?
What problems does Worktrace solve for retail and CPG companies?