WorklikeGenie for companies
One login for your team to see billing, coverage, competition and finance across every distributor and retailer -- without waiting on someone else's spreadsheet.
What your company can do
Onboarding with territory approvals
Approve new distributors and retailers through an onboarding queue scoped by territory, instead of ad hoc emails.
Billing analysis across the channel
Import SAP invoices by Excel or API and see billing, outstanding, ageing, reconciliation, credit and debit notes for every distributor and retailer.
Finance Genie
P&L, cash flow, balance sheet, AP/AR ageing, bank reconciliation, GST/TDS, budget vs actual, EBITDA by region, fixed assets and an MIS summary -- with an AI Ask Genie for finance questions.
Beat plan and productivity
See beat plan coverage and productivity/contribution reports by territory, recalculated from real visit data.
Competition, whitespace and store intelligence
A town-level market-size and outlet-count estimate compared against your own dealer count there, plus a real nearby-store finder from Google Places.
Targets, claims and incentive tracking
Track targets and achievement, and claims/incentives, alongside the same billing and coverage data.
Issues and escalations
See every concern a distributor raises against an invoice, credit note or scheme claim, with a full timeline and your own escalation matrix.
Your data, your database
- Every invoice, order and partner record lives in your own PostgreSQL database.
- Uploaded files go straight to your own storage bucket.
- WorklikeGenie reads your data to show dashboards in real time -- it never copies, keeps or sells it.
See it with your own data
Book a demo and we'll walk through billing reconciliation, Finance Genie and the competition/whitespace view for your channel.