Take payment the moment the order is handed over.
Tap a card, run an ACH debit, or log a check at the cooler door, and the balance clears on the spot with no cash bag to chase later.
Ohanafy Payments collects, processes, and applies every dollar, from the rep tapping a card at the cooler door to the lockbox deposit that clears overnight. Money lands against the right invoice before anyone asks.
Cash collected sooner, applied automatically, and reconciled before the office opens.
Days sales outstanding. Cash gets collected at delivery instead of thirty days later, so the money is in the bank before the invoice would have gone out.
Payments auto-applied. Every payment matches itself to the right invoice on the right account. No keying, no unapplied-cash pile at month end.
To take a field payment. The rep taps a card or logs a check, the receipt texts before they leave, and the balance updates on the spot.
Faster to settle. ACH, card, and lockbox deposits clear against open AR overnight, so reconciliation is done before the office opens.
Tap a card, run an ACH debit, or log a check at the cooler door, and the balance clears on the spot with no cash bag to chase later.
Incoming ACH, card, and lockbox payments auto-match to open invoices, posting clean matches straight to AR while only true exceptions reach a person.
The rep opens the account, taps a card or logs a check, and the balance clears on the spot. The receipt sends before they leave, the cash bag disappears, and AR never has to chase what was already collected on the route.
See it in actionRun every tender through the same screen. Card payments carry state-aware surcharge rules, ACH debits pull on terms, and checks and cash reconcile against the deposit, so the whole day’s money lands in one place with the fees already accounted for.
See it in actionIncoming ACH, card, and lockbox payments match to open invoices by amount, remittance, and account history. Clean matches post straight to AR and only the real exceptions (a short pay, a split, a missing remittance) ever reach a person.
See it in actionAccounts log in to see every open invoice, pay in a couple of taps, and save a method for autopay. Statements and receipts are a click away, so the calls asking 'what do we owe?' stop, and the balance is paid before it ages.
See it in actionSalesforce-native
Because Ohanafy is 100% on Salesforce, every charge, refund, and deposit reads from the same Ohanafy account record as Orders, CRM, and Finance, with no separate payments silo and no nightly export. Your team keeps the logins, reports, and permissions they already have, and IT doesn’t have to vet another vendor or another database holding card data.
Explore the power of Salesforce →Mobile-first
Tap, charge, and text the receipt before the rep leaves the account. The balance clears on the spot and the payment writes back to Ohanafy the moment it settles.
Beverage objects
Invoices, payments, deposits, surcharges, and settlements are already modeled the way beverage AR actually works, so the ledger ties out on day one.
PCI & compliance
Every card is tokenized in a PCI-compliant vault, surcharge rules follow state law automatically, and every transaction carries a full audit trail.
Ohanafy is the future of this industry. We run the whole business on one platform and put our money where it actually moves the needle.”


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.
On the phone they already carry. The rep opens the account, taps a card with contactless or swipes, and the balance clears on the spot. The receipt sends before the truck pulls away, and the payment posts automatically against the right invoice — no reconciliation step needed.
Incoming ACH, card, and lockbox payments auto-match to open invoices on the right account using amount, remittance, and history. Clean matches post straight to AR and only true exceptions like a short payment, a split, or a missing remittance route to a person, so unapplied cash and manual keying drop dramatically.
ACH and bank transfer, credit and debit card, check and lockbox, and cash. Card payments can carry state-aware surcharge or convenience fees, ACH debits pull on terms, and checks and cash reconcile against the daily deposit, all through the same flow.
Yes. Cards are tokenized in a PCI DSS Level 1 vault, so no raw card data ever touches your Salesforce org or your servers. Surcharge rules follow state law automatically and every charge, refund, and settlement carries a full audit trail.
Payments handles collecting and applying cash; Finance owns the ledger, AP, billbacks, and close. Because both run natively inside Ohanafy, every payment posts against the same invoice and account record automatically — no sync, no middleware, no separate ERP needed.
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.