AI business intelligence for owner-run businesses
WholesaleIQ is business intelligence for the business you run yourself. It reads your till, your bank and your invoices every morning, finds what's leaking, and drafts the fix. It sees what the numbers alone can't show, and shows its work.
One sales file · no account · 60 seconds
Find the leak. Prepare the fix. Track the result.
Read-only connections · nothing sent without you · says so when it doesn't know
Every finding shows its work
Your source, freshness, coverage, method, confidence, and estimated value are visible on every finding. If the data can't support a number, WholesaleIQ says so instead of inventing one.
The wallet you can turn over
Cash runway · Not covered
No bank is connected, so there is no balance to project from. It won't draw a runway it can't stand behind.
Why we won't say
Revenue · last full week · Above normal range
This week so far: $4,027 · Days in: 6 of 7
How we know
Gross margin · This month, so far
Costs known on: 100% of revenue · Of every $100: about $39 is left
How we know
Sales · today · Verified
Basis: today · Source: Sales uploads
How we know
Tap any pass to turn it over. A seeded sample book · the same one on the phone, laptop and manual below.
The job description
A big company has a CFO on the money, an operations manager on the floor, and an analyst reading everything. This is all three, for a business with one owner and no spare hours.
Your CFO
Your operations manager
Your AI analyst
AI proposes. Plain arithmetic on your own records decides. A number your data can't support is never stated.
Now see it · not a drawing
Signed in, running on a seeded sample book. Nothing retouched, including the parts that say "Not covered".
On the phone
One line at the top is the verdict: All monitored areas look normal.
Right under it, how much it could actually see: 1 of 1 source checked. Coverage: complete.
It calls a day quiet only when it could verify quiet.
Ten seconds later
Sales today, $503, verified. Expenses: Nothing recorded for today.
And cash is a dashed outline marked Not covered
, because no bank is connected and it won't draw you a runway it can't stand behind.
Before you put it down
Seven checks stand watch whether or not you log in. The last 30 days ran without you.
Nothing fell outside this business's normal range, and everything that happened is on the record. Nothing needs you right now.
Want the why?
Every quote below is the app's own sentence, word for word.
Cash, sales, and vendor/customer signals are all inside your normal ranges. 1 of 1 source checked. Coverage: complete.
It counts what it could see before it says all clear. Normal means this business's own range, not an industry guess.
Basis: today. Status: Verified.
The figure names its own basis and whether it has been checked. Its source line lower on the page reads “Sales uploads · today · Healthy”.
Last full week $7,121, above your normal range. This week $4,027 after 6 of 7 days; compared once it closes.
Method, printed above the chart: “Sums of your real orders each week. The faint band is your normal range: the 25th to 75th percentile of the complete weeks shown.”
This week is never shaded or compared until it closes; it is hatched, not a drop.
A part-finished week always looks like a collapse. The app refuses to judge it, and draws it differently so you don't either.
The last 30 days ran without you. Nothing fell outside this business's normal range, and everything that happened is on the record.
It also prints how fresh that claim is: “Records are current through 2026-09-18.”
No bank account is connected for this business.
No balance, no runway. The cash chart further down says the same thing: “No cash balance on file, so there is nothing to project from.”
The Owner's Manual
That sentence is the app's, not ours. The Owner's Manual is written from your own records so someone other than you can run the place, and it keeps a list, by name, of what it still doesn't know.
How the business makes money, what normal looks like, what to watch. Every line shows where it came from, and it prints to PDF for the person you hand it to.
Not a wholesaler? It learns your trade. This is a barbershop's own desk, on its own seeded book: chair utilization, revenue per chair-hour, paid idle time. Where a barber's pay deal is missing it says the shop's share cannot be worked out, rather than guessing one.
Every customer, vendor and payee, profiled automatically from the files you upload. Aleppo Foods at the top is this sample book's largest account.
Not every Friday is quiet
Leaks live in the space between your systems. The till knows what rang through it, the bank knows what cleared, and neither one watches the gap. An illustrative month at a larger shop — not a customer result.
| What was found | Worth | Evidence | The fix, prepared | What came back |
|---|---|---|---|---|
| Vendor price creep | −$3,930/mo | Feta 2kg · up $0.40 a case · third month running | Renegotiation note drafted, waiting for you | Confirmed. $3,930 a month back, at your own figure. |
| Slow payer | −$2,800 | Nile Grocers · invoice #2291 · 46 days late | Reminder email drafted, waiting for you | Confirmed. $2,800 collected on Sept 3. |
| Dead stock | −$1,120 | Tahini 500g · no sale in 60 days | Markdown price worked out, waiting for you | Still an estimate. $1,120 if the markdown sells through. |
| Refund spike | −$640 | Register 2 · three times normal on Aug 14 | The 11 refunds listed for review, waiting for you | Didn't pan out. The refunds were legitimate. We say so. |
Confirmed recoveries, estimates and misses are kept in separate piles and never blended.
Which is the whole point
Found, prepared and tracked, whether or not you are in the building. Seven days you weren't there, and what the desk did on each. Sample week, illustrative — not a customer result.
The Absence Report, Monday to Sunday: Nothing broke. Two things are waiting. One day we couldn’t see.
What was watching
A report answers a question you thought to ask. These run anyway. A check that couldn't run is shown as loudly as one that passed, with the file that would switch it back on.
Pricing
Growth and Command are month to month, cancel anytime, with a 14-day full-feature trial. Analyst Desk is coming soon.
Growth
For owners who want their numbers working for them. Health Check, vendor scorecards, customer profiles, 13-week cash flow forecast, alerts, and CSV, receipt, and email import.
Command · most popular
The full intelligence desk for a serious operation. Everything in Growth, demand forecasting, inventory health, entity graph, tax center, loyalty tools, Win Reports, and priority onboarding.
Analyst Desk · coming soon
A human reads it for you: everything in Command, a real analyst, one-page monthly brief, 15-minute call, and priority onboarding.
What owners are saying
Featured customer stories appear here when owners choose to share them. The Analyst Desk is preparing a limited launch with real onboarding: data imported and verified, vendors and customers mapped, alert thresholds tuned, and your first brief hand-reviewed.
Join the waitlist. Applications are reviewed weekly. Analyst Desk is for wholesalers, distributors, and product businesses roughly $500K–$20M in revenue. You bring transaction history; we bring the desk.
Analyst Desk coming soon
We're preparing a limited launch with real onboarding: data imported and verified, vendors and customers mapped, alert thresholds tuned, and your first brief hand-reviewed.
We'll email you a link to confirm your address. The short series on plugging each type of leak starts once you confirm it.
Start free · no account
Upload one sales CSV. The same engine our analysts use runs your free Business Health Check — score, biggest leaks, and what to fix first. No account needed — your data is analyzed in memory and never stored.
Drop your sales file here
Enter your email and we'll unlock the full report right here. We'll also send you a short series on plugging each type of leak — it starts once you confirm your email.
Accepts CSV or Excel (.xlsx/.xls). Works with exports from QuickBooks, Shopify, Amazon, Faire, or any POS/spreadsheet.
Required columns: date, product, quantity, unit_price. Optional but recommended: unit_cost (unlocks margin leaks), customer (unlocks churn & concentration). Header names are flexible; at least 5 rows.
Looking at a business to buy, or getting yours ready to sell? Deal Snapshot
The interactive checker runs in your browser and needs JavaScript. Without it, join the waitlist and we'll run your first file with you by hand — or email hello@wsiq.site.