AI feature overview
Every customer tells a story in data. Plato reads it. You close the deal. Plato handles the paperwork.

Plato is an AI tool for wholesale. It combines customer intelligence, voice visit reporting, and powerful automation.

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Innovative wholesalers succeed with Plato.

  • Meesenburg Logo
  • Holtzmann & Sohn Logo
  • DE Süd Logo
  • LAYER-Großhandel Logo
  • MEGA Logo
  • Meesenburg Logo
  • Holtzmann & Sohn Logo
  • DE Süd Logo
  • LAYER-Großhandel Logo
  • MEGA Logo

The Benefits
Win back hours each week, thanks to smart automation.

AI customer intelligence

Plato AI surfaces churn risks, cross-sell opportunities, and expansion potential — informed by your ERP data.

Voice visit reporting

Use Plato’s voice AI to prepare for the customer in the car, or record your visit. Plato automatically transcribes, structures, and captures customer preferences alongside competitive and market signals.

Document to quote automation

Coming soon

Plato matches emails, documents, and chat messages to your product catalogue and generates quotes and orders automatically. Humans can review and approve all important steps.
App view of Plato functionality showing interrupted order rhythm.
View of Plato functionality for voice-based visit reporting.
View of Plato functionality showing automatic document processing and order creation.

Know which accounts need your attention before they tell you.

Plato continuously reads your ERP data to surface what’s changing across your customer base: Who is at risk, who is ready to buy more, and who is quietly growing. No data exports, no manual digging.

  • Catch declining accounts weeks before they leave.

    Plato flags early warning signals in buying patterns before customers actually churn.

  • Find the categories your customers should be buying.

    Plato compares each customer’s purchase footprint against similar accounts to spot missing categories.

  • Spot growth momentum while you can still accelerate it.

    Plato identifies accounts quietly growing — in frequency, basket size, or category breadth — so you can prioritise them.

App view of Plato functionality showing interrupted order rhythm.

Speak to prepare, report, and act.

Less paperwork before or after customer visits. Just speak to Plato: it briefs you beforehand, writes the report, and guides you on what to do next.

  • AI guided visit preparation.

    Let Plato's AI coach you on the way to the customer. It briefs you with account context and AI insights before you arrive.

  • Voice visit reports save time.

    A 30-second recording becomes a structured visit report, no typing required.

  • Strategic actions based on company information.

    Plato draws on company-wide patterns and market signals to recommend what to do next, not to just log what happened.

See all outside sales features
View of Plato functionality for voice-based visit reporting.
Coming soon

From any document to quote, automatically.

Customer requests rarely arrive in a clean format. Plato reads documents in whatever format they arrive, matches products to your catalogue, and gets a quote or order ready — from any device, anywhere.

  • Automatically scan PDFs, emails, chat messages, or any text.

    Plato reads incoming requests in whatever format they arrive — and automatically generates quotes and orders.

  • Forward anything to Plato on the go, or let it detect a request automatically.

    No need to be at your desk — forward a request or let Plato catch it on its own.

  • Generate quotes and orders from any device, while still on-site.

    Close quotes on the spot, from a phone or tablet, without waiting to get back to the office.

View of Plato functionality showing automatic document processing and order creation.

Client testimonial

Implementing Plato wasn’t a major IT project — the integration into our ERP was fast and professional. Within three weeks, the platform was fully integrated and actively in use. It was the best-managed IT project I’ve ever been part of.

Ralf Kühnel
Head of IT, Holtzmann & Sohn Holtzmann & Sohn Logo

Get started
See Plato’s AI features in action

Book a personalised demo and we’ll show you churn risks and cross-sell opportunities in your actual data.

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How Plato AI works:

Plato starts producing insights from the moment your ERP data is connected. The models improve continuously as more transactions flow through. Useful churn warnings and cross-sell opportunities appear within the first weeks.

For the vast majority of companies, the answer is yes. Perfect data isn’t a prerequisite for getting started. Most ERP and customer data already contains enough information to uncover valuable sales opportunities from day one. During implementation, we’ll work with your team to improve data consistency, resolve common quality issues, and ensure Plato can make the best possible use of your existing data. As your data improves, so do the insights and recommendations.

Plato is accurate from the beginning and even improves over time. With 2+ years of transaction history, our models reliably flag at-risk accounts 4-8 weeks before a visible revenue decline. Every alert includes its specific signals — so you understand what triggered it. Over time, your sales team further improves the quality of the algorithm through its feedback.

Yes. You can adjust sensitivity thresholds, define which categories matter for cross-sell analysis, and configure alert rules. The system adapts to how your specific business works.