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Automate Your Operations with Supervised Agentic Workflows

Designed for enterprises with complex operations and pricing structure, CDA streamlines pricing operations, order processing, rebate management, and accounts receivable, eliminating manual work and recovering margin your team did not know it was losing. All workflows are supervised by data experts, not just algorithms.

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About CDA

Revolutionizing data workflows

Every organization grapples with time-consuming, labor-intensive, and error-prone manual data tasks. Core Data Agents empowers your team by automating complex, mission-critical workflows.

CDA isn't just AI, it's AI intelligently designed, implemented, and supervised by data experts. This ensures complete data quality, mitigates the risks of AI agents, and frees your team to focus on what matters.

You won't need to become AI experts. Our professionals handle complex scenarios and unexpected issues, guaranteeing precision and timely completion for every task.

Intelligent Automation
AI adapts to your suppliers' formats, not the other way around
Enterprise Security
Google Cloud & Box.com, configured to best practices
Human Oversight
From manage-by-exception to full step-by-step review
Continuous Learning
System improves based on your team's real-world feedback
Core Capabilities

Built for mission-critical workflows

We automate the workflows that define your margin.
AI that adapts to your systems, not the other way around.

Order Processing

Automate order validation, routing, and exception handling with enterprise-grade accuracy and full audit trails.

  • Real-time validation and routing
  • Exception handling by experts
  • ERP system integration
  • Audit trails and compliance
Pricing & Rebates

Complex pricing calculations and rebate processing from multi-format supplier ingestion to direct ERP upload and claim submission.

  • Multi-format supplier ingestion
  • Automated rebate calculations
  • Rebate denial management support
  • Compliance monitoring
Accounts Receivable

Streamline AR processes with AI-powered payment matching, dispute resolution, and cash flow optimization.

  • Automated payment matching
  • Dispute resolution workflows
  • Cash flow optimization
  • Reporting and analytics
Customer Success Story

Mid Market Industrial Distributor
Regained Control Over Margins and Streamlined Operations.

100K+
Price changes processed
every month
3 hrs
Saved per team member,
per day
$300K+
Additional gross margin
recovered for each customer
36%
Faster rebate
credit collection
The Challenge

Manual chaos at scale

The pricing team monitored price files from dozens of suppliers each in a different format and manually keyed updates into the ERP. With 100K+ changes monthly, errors and delays were inevitable.

  • Spreadsheets, PDFs, EDI files, portal exports, email attachments
  • Manual ERP data entry slow and error-prone
  • Rebate claims prepared manually, filed months late
  • Denied claims abandoned no capacity to appeal
  • Strategic pricing work perpetually deferred
The CDA Solution

End-to-end AI automation

CDA deployed intelligent document processing and automated rebate workflows across the full pricing operations lifecycle no supplier format changes required.

  • AI identifies each supplier's format automatically
  • Validates against ERP records, flags anomalies for review
  • Uploads confirmed updates directly into the ERP
  • Tracks eligible sales against rebate criteria in real time
  • Assembles and submits claims in each supplier's format
  • Logs history to enable denial management
"
"CDA's automation gave our pricing team back something we hadn't had in years: the time to think strategically. The work that used to fill our days now happens automatically, accurately and on time."
SVP of Operations, Mid-Market Distributor
AI Price Ingestion

Adapts to every supplier format. Comprehensive coverage from day one no supplier changes needed.

Automated Rebates

Continuous eligibility tracking, auto-assembly, and timely filing denials down, credits up 36%.

ERP Integration

Approved updates upload directly into the correct ERP fields. Zero manual entry, zero delay.

Strategic Capacity

3 hrs/day per person recaptured. Team redirected to initiatives worth $300K+ in recovered margin.

Why Choose CDA

Designed for your most vital operations

Purpose-built for distribution and wholesale, not a generic tool retrofitted to your needs.

Streamlined Operations

Automate order processing, pricing, rebates, and accounts receivable the full workflow lifecycle in one unified platform.

Enterprise Security

Hosted in secure Google Cloud and Box.com environments, configured to best practices for data security to protect sensitive data.

Flexible Oversight

Choose your level of control from efficient manage-by-exception to detailed step-by-step review of every action taken.

Empowered Business Users

Define thresholds and exceptions directly, without needing IT intervention. Your team stays in control at all times.

Intelligent Adaptation

The system continuously improves based on your team's feedback getting smarter about your suppliers and business rules over time.

Built for Distribution

Unlike generic tools, CDA adapts to each supplier's existing format removing the biggest barrier to adoption from day one.

Order Processing
Pricing Automation
Rebate Management
ERP Integration
Accounts Receivable
Denial Management
Exception Handling
Compliance Monitoring
Order Processing
Pricing Automation
Rebate Management
ERP Integration
Accounts Receivable
Denial Management
Exception Handling
Compliance Monitoring
What Clients Say

Results that speak for themselves

Distributors and wholesale businesses scaling their operations with CDA automation.

"

"CDA's automation gave our pricing team back something we hadn't had in years: the time to think strategically. The work that used to fill our days now happens automatically, accurately and on time."

SV
SVP of Operations
Mid-Market Distributor
"

"We were leaving significant rebate money on the table every quarter because we simply didn't have the bandwidth to file on time. CDA fixed that in weeks. The ROI was almost immediate."

VP
VP of Finance
Regional Wholesale Co.
"

"The ability to handle dozens of different supplier formats without any manual mapping was the game-changer for us. Our pricing team went from firefighting to actually managing pricing strategy."

DM
Director of Pricing
Multi-Category Distributor
Get Started

Ready to modernize your pricing operations?

The landscape is shifting. Companies embracing intelligent human-AI collaboration are gaining a significant edge. Schedule a discovery call with our experts.