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The Abbey platform

Depth for distribution.
Context for every team.

A complete operational core—from the first customer conversation to the financial statements. AI and voice work with that core, using the same business context and rules.

Discover AI & voice

01 / Customer demand

Make every customer interaction count.

Keep customer context, wholesale pricing, and order execution in one place.

Sales & CRM

Customers, contacts, leads, opportunities, quotes, activities, and files. Give sales and service the account context behind the next conversation.

  • Customer buying history and order pads
  • Multiple ship-to locations and account preferences
  • Related records and a shared activity history

Intelligent order entry

Start from an uploaded document, an email, an order pad, or a conversation. Review the details and resolve exceptions before releasing the order.

  • AI extraction and customer-aware product matching
  • Source-document review and availability context
  • Customer and contract pricing with units of measure

Pricing & commissions

Work with the complexity of wholesale pricing without losing the reason behind the number.

  • Customer, product, quantity, and branch pricing rules
  • Effective dates and pricing precedence
  • Commission plans, calculation, and review

02 / Inventory and execution

Connect the buy, the pick, and the delivery.

Coordinate supply and demand through workflows built for inventory-intensive distribution.

Purchasing & replenishment

Turn demand signals into a purchasing queue. Plan the buy with commitments, supply, lead times, order points, packs, and minimums in view.

  • Daily Buy and PO Builder
  • Purchase orders, RFQs, and vendor records
  • Receiving, backorders, and supply visibility

Inventory & warehouse

Keep quantities and commitments visible across branches, warehouses, lots, and bins. Use a focused workspace for the people moving product.

  • Scanner-ready receiving, putaway, and picking
  • Bin maps and a Warehouse Command Center
  • Inventory counts, transfers, and lot visibility

Dispatch & driver execution

Plan deliveries visually, then carry the route into the driver’s day. Keep execution connected to the fulfillment it completes.

  • Truck routing and a visual dispatch Gantt
  • Web and native iOS driver workspaces
  • Delivery quantities, photos, signatures, and exceptions
Star Electric Warehouse Command Center with pick queue, readiness, orders at risk and commitment funnel
See readiness and exceptions in the Warehouse Command Center.
Abbey dispatch board with demo routes, Tampa-area stops, and truck timeline
Coordinate trucks and scheduled stops on the visual dispatch Gantt.

03 / Service and financial control

Keep the customer and the ledger connected.

Bring the same order history into customer service, collections, and financial review.

Cases & customer service

Connect support email to a case, the customer, and the relevant business records. Investigate and reply with the context already in view.

  • Public replies, internal notes, and activity history
  • Case AI investigation and cited reply suggestions
  • Related orders, invoices, files, and customer portal access

Accounting & payments

Follow the financial consequences of the work in the same platform. Move from an operating record to the ledger behind it.

  • AR, AP, journals, and bank reconciliation
  • Payment collection, cash application, and invoice links
  • Financial statements, aging, and inventory accounting

Portal & mobile access

Give customers a place to order and review their account, and keep staff and drivers connected away from a desk.

  • Customer portal orders, invoices, and support cases
  • Native iOS access to business records
  • Offline outbox for supported iOS driver actions and photos

04 / Intelligence and adaptability

An operational core you can build on.

Ask better questions, automate repeat work, and shape the workspace around your business.

Conversational ERP

Talk or type your way from a business question to visual evidence and a reviewed draft.

  • Customer preparation, sales analysis, and receivables
  • Charts, tables, records, and editable order drafts
  • Licensed live voice in the same workspace

Reporting & dashboards

Build reusable reports and dashboards, or explore an ad-hoc question with AI and refine the result in conversation.

  • Operational and financial reporting
  • Configurable dashboard widgets
  • Natural-language reports with inspectable queries

Custom apps & connected tools

Create focused apps and widgets with conversational authoring, or connect compatible assistants through MCP.

  • Preview, versioning, and publication controls
  • Approved APIs and user-scoped business capabilities
  • Centralized AI policy and audit history

Configured for your operation

Keep the way you work.
Improve how it flows.

Workflow automation

Use business events, conditions, approvals, and execution history to coordinate repeatable work.

Migration with a plan

Profile source data, map and normalize it, rehearse imports, and reconcile results through Abbey’s migration tooling.

Connected to the tools around you

A connected core.
An open ecosystem.

Payments, email, calendars, ecommerce, product content, printing, and approved AI assistants—connected to the work they support.

  • Stripe
  • Google & Microsoft
  • Shopify
  • AutoQuotes
  • PrintNode
  • J&M Catalog
  • MCP
Explore integrations and supported workflows

Some capabilities require separate licensing, provider accounts, or configuration. We’ll confirm the fit and available scope for your operation during a walkthrough.

Let’s talk about your operation

See Abbey work through
your next order.

Bring an example from your operation. We’ll walk through order entry, purchasing, fulfillment, and billing with your team.

Explore the platform