One set of numbers, a view for every role.
Cases, margin, on-hand, and compliance from the same records, cut for leadership, brand teams, finance, and reps.
See the business in real time. Act on it the same day.
Every order, route, shipment, and audit in one live dashboard. No exports. No stale spreadsheets. No waiting for Monday.
What real-time analytics gets you.
Forecasts that hold up, reports nobody has to rebuild, and one number everyone trusts.
Sharper
forecast accuracy. Demand forecasts that finally match what actually ships, instead of last year’s plan with a multiplier.
Less
time wrangling reports. Reps, planners, and finance pull the same number from the same place, with nothing left to clean up or reconcile after.
Same day
Period close visibility. Sales, margin, and shipments roll up by chain, brand, and region before the day ends, not before the month does.
Zero
Exports to a spreadsheet. Numbers live on the platform with the orders and accounts, so finance and ops stop arguing over different versions of the truth.
Stop running the business off last month’s spreadsheet.
Forecasts grounded in what your trucks actually moved.
Real shipments, seasonality, and program lift feed a forecast every team can actually trust.
Roll the business up without rebuilding the report
- Chain, region, brand, SKU, and rep cuts on the same dataset
- Drill from corporate KPI down to the line on an invoice
- Saved views per role: leadership, brand team, finance, sales
Catch a broken number the minute it happens
- Thresholds on sales, OOS, margin, and program compliance
- Routed to the right rep, manager, or distributor automatically
- Alerts and digests with the click-through, not the export
Ask, get answers, and watch AI take action
- Natural-language queries grounded in your own sales data
- Every answer cites the records it pulled, so you can verify
- Anomalies, outliers, and slipping accounts surfaced unprompted
The numbers that matter, on the same screen as the work.
Pre-built dashboards for sales, shipments, margin, program compliance, and on-hand inventory, configurable per role. Drill from corporate KPIs down to the line on an invoice without leaving the platform or asking the analyst to pull a CSV.
See it in actionForecasts grounded in what actually sold last month.
Shipments, seasonality, and program lift modeled per SKU and region. Planning gets a forecast it can defend, supply builds to it, and brand teams can pressure-test the next launch before it lands at the warehouse.
See it in actionRoll the business up by chain, brand, or rep in a click.
Slice the same dataset by region, brand, SKU, distributor, or rep. The number in the corporate KPI tile is the same one in the rep app and the QBR deck, because they all read from the same record, not a nightly export.
See it in actionEvery breaking number finds the right person first.
Set thresholds on sales, OOS, margin, and compliance. The right rep, manager, or distributor gets the alert with a click-through to the record, so the conversation skips the spreadsheet and starts at the fix.
See it in actionAn analytics platform built for beverage, not bolted on after.
Salesforce-native
Enterprise scale and security, on day one.
Ohanafy is built natively on Salesforce, so you get enterprise security, scale, and reporting on day one, whether or not your team already runs on Salesforce, with no new vendor for IT to vet. Every dashboard, KPI, and forecast reads straight from the same records as CRM, Orders, and Finance, with no separate analytics warehouse and no nightly export.
Explore the power of Salesforce →
Mobile-first
Carry the dashboard, not the laptop.
Every dashboard, alert, and rollup is built to read on a phone first, so reps in the field and managers between meetings see the same number as the analyst at a desk.
Built for beverage
Skip the work of bending a generic BI tool to fit beverage.
Shipments, BBL, keg, route, program, and brand are already modeled the way beverage actually moves, so the dashboards open with the right cuts on day one.
AI insights
Ask, get answers, and watch AI take action.
Natural-language queries grounded in your own sales data. Every answer cites the records it pulled, so you can verify the number.
Running a distributing business is hard enough. Ohanafy makes the technology the easy part, so we can focus on everything that actually matters.”
Elliot MaiselChief Executive Officer, Gulf Distributing Holdings
Read the full story
Recently published
Data & strategy
Beverage demand forecasting: the compounding cost of getting it wrong
One missed forecast doesn’t sit still. See how stale demand data cascades into overstock, write-offs, missed promotions, and supplier credibility, and what real-time forecasting looks like on one connected platform.
Technology
Why beverage distributors are finally replacing legacy software
Three forces are pushing distributors off legacy software at once: SKU proliferation, retailer expectations, and generational leadership turnover. A clear-eyed look at when the cost of staying outruns the cost of switching.
News
Ohanafy appoints Hogan Hagy as Chief Customer Officer to accelerate enterprise growth
A seasoned beverage-industry leader joins Ohanafy to deepen enterprise customer success and scale our delivery for the largest operators in the space.
FAQs
Have more questions? Check out our FAQ page.
Reports & analytics
Yes, and they’re a starting point, not a straitjacket. Out of the box you get curated dashboards for sales, shipments, inventory, AR aging, route performance, and program ROI, built around the metrics suppliers and distributors actually run on. Every one is yours to reshape: change the filters, swap the visuals, add your own KPIs, or build new dashboards from scratch with the same drag-and-drop tools.
Yes. Analysts work in a drag-and-drop report builder against the same governed data model the dashboards use. Reports can be scheduled, shared, and embedded, with no SQL or BI license required, though we expose SQL for power users who want it.
Yes. The same governed dataset that powers in-product analytics is available to external BI tools through our connector and SQL endpoint, so any BI shop can build on the same numbers without standing up a separate warehouse.
Operational data (orders, inventory, visits, payments) is real-time. Analytical aggregates refresh on a rolling schedule that you control, as often as every few minutes, and the data lineage panel shows the last-refreshed timestamp on every chart.
Platform & integrations
Yes. That’s how most of our customers run it. Ohanafy delivers full ERP capabilities (orders, inventory, finance, reporting) and layers on the beverage-specific workflows generic ERPs were never built to handle, so you can retire the old system instead of working around it.
Ohanafy is built to be open. Through our API and integration layer we can connect to virtually any system your business runs on, and our AI helps map and maintain those connections so a new integration doesn’t turn into a multi-month project. Common ones include your ERP and accounting platform, your storefront and point-of-sale, and major retailer EDI, but the list is open-ended by design.
Yes. Ohanafy exposes a documented REST API for orders, inventory, customers, items, and reporting, plus webhook events for downstream automation.
AI is embedded across the platform, not bolted on as a chatbot. You’ll see it in demand forecasting, anomaly detection on inventory and sales, automated order entry from emails and PDFs, and a natural-language assistant for pulling reports and running what-if scenarios. Increasingly it’s agentic too. AI agents take action on your behalf, drafting orders, resolving exceptions, and re-sequencing routes, with every step logged and one click to approve.
Ohanafy runs on enterprise cloud infrastructure with data hosted in U.S. regions by default. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Built natively on Salesforce, Ohanafy inherits the platform’s SOC 2 Type II and other security attestations. Your data is never used to train shared or third-party models.
Discover what Ohanafy can do for you.
Find out how Ohanafy can help your business connect every part of your operation.