MarginWiz
The AI operating system for CPG

You won the shelf.
Now win the margin.

MarginWiz's AI agents know how to make sure you keep every dollar you earned.
Book a demoContact Us
Trusted by 50+ brands including
GoodPopSaffron RoadMauna LoaDe SoiNutivaSuper CoffeeSanzoIthaca Hummus
Connected to your entire supply chain
Retailers & Distributors
& more!
Logistics Providers
& more!
Accounting & ERP
& more!
Nutrition facts
All the ingredients you need to control your growth and margin.
finance
Discover. Dispute. Done.
Every deduction from every retailer and distributor, tracked, validated against your promo calendar and backup docs then disputed as needed.
accounting
Cash application, in a few clicks.
Every check matched across your invoices and deductions, credit memos created with the right GL coding, and payments applied — straight in QuickBooks, Xero, Sage Intacct, or NetSuite.
sales
Trade spend, without the guesswork.
Plan and track every promotion in one place from contract to lift analysis. POS and distributor sales data unified, with velocity trends by customer and SKU.
operations
Forecasts you can actually trust.
Demand and sales forecasts built from your live distributor and retailer data, so sales, ops, and finance are always working from the same numbers.
leadership
Clarify your trade rate drivers.
Analyze and report on your deduction rate trends over time, with breakdowns by type.
It takes a wiz to grow your biz.
Book a demo
your new ai team
The Wizards never sleep.
Why brands choose us
Time is money.
Our Wizards save you both.
The Wizard
The original wizard that reviews each deduction to decide whether it's disputable — and when it is, writes the dispute message for you.
BigWiz
The most ambitious wiz of them all. Prefers to work late at night. Lives to get results and boost your bottom line.
CodingWiz
The accountant's best friend. Enjoys gymnastics and coding deductions with accurate promo start and end dates. And yes it can do splits.
TradeWiz
The social butterfly of the team. Can talk all day about how your trade promotions are performing — which types performed best, which retailers overspent plan.
SalesWiz
Nerdy but knows how to have fun. Answers questions about your sales from your live retailer and distributor data — is growth from distribution or velocity?
I see MarginWiz becoming the operating system for CPG brands. They're dialed in on the most important problem first though, which is deductions.
What this gives me more than anything is peace of mind. With MarginWiz, now at least I know where my money is going and that we are doing our best to win back what is ours.
Jim DeCicco
Co-founder at Super Coffee
Super Coffee
Pricing
Priced to guarantee ROI for all brands.
Our pricing is based on volume of deductions managed so that you get the kind of ROI you can talk about in your board meetings, no matter where you are in your growth journey.
Book a demo
Emerging
Brands < $3m annual revenue

Automate cash application and start winning repayments on deductions as far back as a year with the platform made for emerging brands like you.

Growth
Brands < $20m annual revenue

Grow on your own terms, with clear visibility into your trade spend and deductions. Automate your toughest deductions and accounting workflows so you can focus on scaling your business.

Scale
Brands $20m–$50m annual revenue

Accrue for your trade spend accurately and drill down into retailer level profitability. Own your margin, grow on your terms, and supercharge your team.

Enterprise
Brands > $50m annual revenue

Every payment, shipment, and promotion in one place, with AI insights and automation for your entire business.

Company
Founding Wizards
We have a mix of CPG and tech experience, but brands choose us because we obsess over helping them grow their business and margin.
Joey Caffrey
CEO
Joey Caffrey
Joey's been in CPG since birth because his parents worked in CPG analytics & operations (Nielsen, Advantage) for their entire careers. He studied Computer Science at Harvard and scaled startups in fintech, digital health before he dove deep into CPG immediately after his first Expo West.
Nat Noone
CRO
Nat Noone
Nat brings over 30 years of CPG experience from every angle. He grew up on a truck with a juice company that was bought by Odwalla (later bought by Coca-Cola where he held several leadership positions). Most recently, he founded a national refrigerated DSD company and Wave Soda. He's thrilled to deliver the ultimate solution to some of the toughest problems he's felt first-hand in various roles over his career.
Better margins are brewing.
See the wizard magic for yourself.
Book a demo
Blog

How MarginWiz uses Google data: if you connect Gmail or Google Drive, MarginWiz reads the remittances, deduction notices and backup documents in it to match them to your deductions, and sends only the dispute emails you ask it to. We never use this data for advertising or to train general AI models. See our Privacy Policy.

© 2026 MarginWiz. All rights reserved.

Privacy Policy | Terms of Service