One AP system. Three legs of the same stack. Built by a dispensary operator.
Metrc Certified
QuickBooks Sync
Bank-Grade Encryption
Metrc-Integrated AI
We find unrecovered vendor credits — returns, expirations, co-marketing — and generate monthly credit memos. You keep every dollar we recover.
How it worksWeekly settlements for consignment vendors. POS-agnostic via Metrc. Checks cut, vendors paid.
How it worksManaged invoices, AI-powered invoice parsing (upload or email), payment scheduling, check generation. Cannabis and non-cannabis vendors. Replaces the cost of an AP employee.
How it worksRetailers and vendors each get a purpose-built dashboard with exactly the tools they need.
Track settlements, manage vendor relationships, and monitor consignment inventory across all your locations.
Download checks, track sell-through by retailer, and know exactly when to restock — all in real time.
Every week, the platform pulls your sales data, reconciles inventory, applies your per-category profit splits to what each item actually rang up for, and generates a five-page settlement report for each vendor.
The platform generates federally compliant checks for every vendor payment. Vendors download and deposit instantly — mobile banking or print at home. Prefer to skip the check? Pay a vendor by ACH bank transfer instead — opt-in, straight to their bank.
Our Metrc-integrated AI responds to vendor inquiries with real data. Invoice parsing, payment questions, credit memo questions — answered before your team sees them.
The platform connects to your Metrc account and identifies every unrecovered vendor credit — waste, returns, expirations, and co-marketing spend that's falling through the cracks.
Direct integration. Sales, transfers, adjustments. Read-only access.
Every payment syncs in real time. Vendor mapping. GL accounts.
Dutchie, Flowhub, BLAZE, Cova, Treez, and more. Or just Metrc.
Federal banking compliant checks. Print at home. Mobile deposit.
We never modify your compliance data.
All data encrypted at rest and in transit.
Admin, viewer, and inventory roles per portal.
Seeing every dollar you're owed and receiving payments is free forever. Automate adds the tools that do the work — verification, collections, payments, and QuickBooks.
| Capability | VisibilityFree forever | Automate30-day free trial |
|---|---|---|
| See money you're owedCredits owed, overdue AR, settlement amounts | ||
| Receive paymentsView & download checks and settlement reports | ||
| Data ingestionUploads and Metrc sync | ||
| Get verifiedKYC — the infrastructure that gates money movement | ||
| DisputesFile and track a dispute — a right, never gated | ||
| ShelfiQ Q&AAsk about your own data — what you owe, where's your check | 25 / mo | Unlimited |
| Invoice ↔ Metrc verificationEvery line matched against Metrc and your PO | — | |
| Short-pay & adjust payableReduce a payable when the delivery doesn't match | — | |
| Cut checks & ACH originationPay vendors by digital check or bank transfer | — | |
| Credit-recovery engineGenerate, send, and collect monthly vendor credit memos | — | |
| Proactive AP & AR botsShelfiQ sends the dunning and follow-up for you | — | |
| QuickBooks syncSettlements and payments flow into QuickBooks | — | |
| Advanced analyticsSlots, demand planning, deep reporting | — | |
| Promotions & price dropsCreate and manage markdowns and vendor promotions | — |
ACH is included in every Automate plan; mailed checks are $5 each. Start on Automate free for 30 days — cancel anytime before it renews.
Real results from a two-location Massachusetts dispensary chain.
We connect to your Metrc account and show you exactly what you're leaving on the table. Start on a 30-day free trial — cancel anytime before it renews.
Start your free 30-day trial
Chris Mitchem, Founder — 10 years operating dispensaries
