Ohanafy Finance runs AR, AP, billbacks, and the general ledger on the same records as orders and payments, so month-end reconciles itself and every balance traces back to a transaction.
A close that takes a morning instead of a week, and cash that matches itself.
Month-end close. AP, AR, GL, and accruals reconcile against the same record as orders and payments, so close takes a morning, not a week.
Manual journal entries. Settlements, billbacks, and accruals post themselves from the transactions that triggered them.
Unapplied cash. Incoming payments auto-match to open invoices on the account, so AR stops chasing ghosts.
One ledger. Every order, route settlement, and payment hits the GL the moment it happens, not in a nightly batch.
Collections work a live list instead of rebuilding it each morning. Aging, reminders, and promised-to-pay dates sit on the same Salesforce account as the orders and payments, so nothing falls through the cracks between systems.
See it in actionACH and lockbox payments match to open invoices on their own, posting clean to the ledger. Only the real exceptions (a short pay, a split, a missing remittance) reach a person.
See it in actionBills, driver settlements, and chargebacks post from the transactions that triggered them, against the same records as orders and inventory. Net terms, approvals, and holds apply automatically, so nothing waits in a queue.
See it in actionAP, AR, accruals, and settlements reconcile against the same account, order, and payment records the rest of the business runs on. The checklist tracks itself, and the period closes in a morning instead of a week.
See it in actionSalesforce-native
Because Ohanafy is 100% on Salesforce, finance works from the same Account, Order, and Payment records as sales, ops, and the warehouse. No nightly export, no separate GL silo, and no reconciling two systems that should already agree, with the same security and audit IT already trusts.
Explore the power of Salesforce →Mobile-first
Approvals, journal entries, and exceptions land on the phone, so AP doesn’t wait on a laptop and the close doesn’t wait on an approver who’s out of the office.
Finance objects
Invoices, billbacks, settlements, and accruals are already modeled the way beverage finance runs, tied to the orders and routes that created them.
Real-time ledger
Every order, settlement, and payment posts to the GL the moment it happens, so the balances finance sees are the balances that are actually true.
Choosing to partner with Ohanafy gives us the opportunity to move away from our fragmented, manual processes into one AI-enabled, Salesforce-powered ecosystem.”
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.
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.
A seasoned beverage-industry leader joins Ohanafy to deepen enterprise customer success and scale our delivery for the largest operators in the space.
Have more questions? Check out our FAQ page.
Yes. Ohanafy runs AR, AP, billbacks, and the general ledger natively on Salesforce, so orders, payments, and settlements all post to one ledger instead of syncing between systems. During migration we import your history from the old ERP, so nothing is lost when you cut over and there’s no second system to reconcile against afterward.
Incoming ACH, lockbox, and card payments auto-match to open invoices on the right account using amount, remittance, and history. Clean matches post straight to the ledger and only true exceptions route to a person, so unapplied cash and manual keying drop dramatically.
Yes. Every billback and deduction ties back to the order, program, and proof of delivery that created it, so disputes are worked with evidence instead of guesses. Accruals post automatically and net against the supplier or chain they belong to.
AP, AR, accruals, and route settlements reconcile against the same order and payment records the rest of the business runs on, so there’s no swivel-chair tie-out. A live checklist tracks every step, journal entries post as routes and payments finish, and most teams close in a morning instead of a week.
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.
Find out how Ohanafy can help your business connect every part of your operation.
