How a leading agricultural supplies distributor saved time, sharpened insight, and improved profitability.
Financial Analytics and Reporting Transformation with Oxrow.ai

A leading agricultural supplies distributor serving the Pacific Northwest wanted to connect the dots between operational activity and financial performance. They had recently invested in a modern ERP system — but despite its promise, the leadership team found themselves drowning in complexity. Reports were slow, inconsistent, and nearly impossible to reconcile.
Oxrow.ai was brought in to bridge the gap between data and decision. What began as a request to “make the ERP useful” became a full-scale analytics transformation that gave leadership real-time visibility into profitability, customer value, and operational efficiency.
The Challenge
The company’s leadership team had ambitious goals — but their data systems weren’t keeping up.
- ERP overload: The newly adopted system was rich in data but poor in usability. Extracting insights required hours of manual work.
- Spreadsheet dependence: Financial analysts were building ad-hoc reports from exported data, leading to inconsistent results and conflicting numbers in management meetings.
- Reactive decision-making: With insights delayed by days or weeks, leadership was forced into “fire-drill mode” — reacting to problems instead of planning for growth.
The core issue was clear: the company didn’t need more data. It needed trusted, contextual data that leaders could use to make confident decisions in real time.
Root Causes
Through Oxrow’s discovery process, three key barriers emerged:
- Data Captivity – Critical financial and operational data was locked inside the ERP system, unavailable for flexible analysis.
- Fragmented Tooling – Reliance on spreadsheets made analysis manual, error-prone, and nearly impossible to scale.
- Lack of Decision Context – Financial reports were static and backward-looking, offering no connection between daily operations and bottom-line performance.
Solution
Oxrow.ai implemented its Profit Optimization Platform to unify financial and operational data, automate reporting, and put real-time insights directly in the hands of decision-makers.Core Components of the Solution
- Unified Data Infrastructure: Oxrow deployed a cloud-based data warehouse (Azure SQL) integrated with the company’s ERP using Fivetran for automated extraction and transformation.
- Real-Time Financial Dashboards: Using Oxrow’s analytics engine, Tableau dashboards were built to surface metrics like gross margin, inventory velocity, and cost-to-serve by customer.
- Decision Support Workflows: The CFO and finance team collaborated with Oxrow’s data scientists to identify high-impact use cases — including tracking profitability by product line and modeling customer value by order pattern.
- Ongoing Partnership: Instead of a one-time project, Oxrow became the company’s fractional analytics team, continuously maintaining and expanding the data model and reports as business needs evolved.
The Results
With Oxrow.ai, the company moved from reactive reporting to proactive financial management — saving time, sharpening insight, and improving profitability.
The company didn’t just need a tool — it needed a partner that understood agriculture’s operational complexity and financial nuance.Oxrow.ai provided both. By connecting ERP data, financial metrics, and customer performance into one shared context, Oxrow helped the distributor focus on what truly matters: profitable growth.The result isn’t just better reporting — it’s a smarter, faster, more confident business.

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