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Platform

One layer. Eight modules.
Any POS.

Every module reads the same package-level ledger and writes only through the approval queue. Turn on what you need; nothing above the read-only layer is ever required.

01 · Retail intelligence & automation

Eight agents that draft the work your GMs do at night.

Invoice capture with tag-by-tag manifest checks. Catalog enrichment from licensed brand kits, run through a claims linter. Loyalty-gap recovery split by consent proof. Promo ROI with matched cohorts and a 95% CI. Vendor credit packs on Metrc-proven units. Price intelligence, out-the-door, floored at landed cost. POS migration with consent carry-over. One morning briefing.

  • INVOICE CAPTURE2m 14s capture · manifest ✓ · 1 line held
  • CATALOG ENRICHMENT214 drafted · 171 pass linter · 29 flagged
  • LOYALTY GAP14,280 non-members · 1,210 invitable with proof
  • PROMO ROI21.7% rule leakage · repeat −3.4 pts (CI −6.3 to −0.5)
  • VENDOR CREDITS7 packs · $3,044 · NY blocked · CA routed
  • PRICE INTELindex 112 · 138 matched SKUs · 3 changes drafted

03 · Loyalty & wallet

Loyalty that survives a POS switch. Campaigns that prove their lift.

Members, points and stored value live in BudAlly. Every contact carries a consent proof — channel, timestamp, source, text version. Campaigns ship with a 10% holdout and report lift with a confidence interval or say “not significant”. NY inducement rules and CA financial-incentive notices are enforced before a draft exists.

CONSENT BUCKETS · 5,640 VALID EMAILS
  • Marketing consent with proof1,210Email invite · 10% holdout
  • Transactional only3,980Receipt line only
  • No consent record450Counter prompt only
  • Phone only—SMS off · no 10DLC

04 · Digital manifests & self-delivery

Receive against the manifest. Deliver with your own drivers.

Mobile receiving records the accepted quantity per tag; the invoice is checked against it. Dispatch, routing and a driver app for self-delivery — with state delivery rules and manifests handled — instead of a per-task fee to a third-party dispatcher.

MANIFEST 0004815530 · INBOUND

12 packages · accepted 12

Inbound manifest 0004815530, manifest quantity against accepted quantity per package tag
TagManifest qtyAccepted
…A102314848 ✓
…B204174040 ✓
…A104473028 · credit memo drafted

Self-delivery · 6 stops · Google Maps · driver app · ID check · state rules

05 · Supply chain & purchasing

Draft POs from sell-through. Score suppliers on what actually arrived.

Supply plans from velocity and licensed demand signal. Three-way match on PO, receipt and invoice with a contract tolerance. Supplier scorecards on fill rate, tag accuracy and lab-result completeness. Network availability across brands and distributors on BudAlly.

DRAFT PO · GREAT LAKES DISTRO · ANN ARBOR
Draft purchase order: days of cover, proposed quantity and the basis for each line
ItemDays coverProposedBasis
Lake Effect 3.5 g4.148velocity
Live resin 1 g9.540velocity + promo
Gummies 100 mg21.0—hold

Agent proposes · needs Dana R. · terms v2 ±2%

06 · Compliance invoicing & accounting

A close your CPA can trace to a tag.

Compliant invoices with the right tax lines per state. Bills captured from the inbox and matched three ways. Sales, COGS and inventory reconciled to Metrc before the journal goes to QuickBooks or NetSuite. Medical and adult-use kept separate for the post-rescheduling 280E split. A CPA-firm console for multi-client practices.

MONTH-END CLOSE · SEPTEMBER

Metrc match 98.7%

  • Sales reconciled to Metrc receipts✓
  • Inventory valuation by package✓
  • MI 24% wholesale tax in cost (1410)✓
  • Medical vs adult-use allocation (280E)2 tickets to review
  • Journal → QuickBooks OnlineAwaiting Tom H.

07 · People — hiring, payroll, HR

Staff the floor against the sales you’ll actually make.

Job posts, applicant tracking and onboarding with state badge and training records. Schedules drafted from the hourly sales forecast and a labor-to-sales target. Time, tips and payroll export. Built for an industry where roughly half the floor turns over inside a year.

SCHEDULE DRAFT · SAT OCT 3 · ANN ARBOR

labor / sales 18.4% · target 19%

Jordan B.
Marcus T.
Open shift

4/20-style peak flagged · 1 open shift 16–20 · badge expiry: 1 in 12 days

08 · Integration hub & BudAlly MCP

Every POS in. Every agent out. Draft tools only.

Adapters for Dutchie, Treez, Flowhub, Cova and BLAZE with a capability manifest each, plus Metrc, Headset, QuickBooks and your mailbox. Point Claude, ChatGPT or your own automation at BudAlly’s MCP and it gets read tools and draft tools — never execute. A connector is a checkbox; the ledger, the rule packs and the approval queue are the product.

MCP.BUDALLY.COM · TOOLS EXPOSED TO THE RETAILER'S OWN AGENT
read
inventory.readsales.readledger.readprices.read
draft
po.draftprice_change.draftcampaign.draftbill.draft
never exposed
price_change.executecampaign.sendmetrc.write

// every *.draft lands in the approval queue · kill switch per connector
// data-use rules enforced at the API (no Dutchie rows in benchmarks, no scraped data, k ≥ 8)

Start with the read-only layer. Add modules when they've earned it.