Cleanslate Markets ditched Excel-based tracking for a custom operations platform with automated imports, AI-driven product analytics, and site-by-site tax remittance — reclaiming 20+ hours a month across 5 locations.
Every month, Cleanslate pulled sales data out of the VMS and ran the rest of the operation through spreadsheets. Sales analysis, revenue tracking, tax remittance by jurisdiction, revenue sharing calculations with location owners, capex/opex tracking, product margin analysis — all of it. Manual imports. Manual formulas. Manual error-checking. Zero historical continuity across quarters. Zero forward planning.
Automated intake from any VMS. Calculations run themselves. Historical archive built for quarterly and yearly review.
Amounts owed calculated by location and reporting period. No spreadsheet gymnastics before quarterly filings.
Margin and high-mover analysis on every SKU. AI agent recommends stocking, pricing, and performance moves.
Every capital and operating expense tracked, categorized, and tied back to the location it belongs to.
Warehouse counts, expiration dates, and location-specific pricing strategies all visible in one dashboard.
When product names show up differently across imports, AI matches them so the analytics stay clean and accurate.
We used to run our entire operation on spreadsheets. Now the platform imports the data, runs the calculations, and gives us AI-driven recommendations on what to stock, price, and promote — before we even ask. It gave me back 20+ hours a month I was burning on backend work.
Time: 20+ hours a month back — over 240 hours a year that used to go into manual data manipulation, spreadsheet reconciliation, and tax prep.
Compliance: Tax remittance calculated automatically by site and period. No last-minute manual math before a filing deadline.
Product intelligence: Real-time margin and mover analysis on all 150+ SKUs. AI recommendations flag underperforming products and pricing opportunities.
Historical continuity: Every quarter is archived, comparable, and part of a forward-planning view. No more "what did we sell there last April?" black holes.
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