The product

What BevGenie
actually produces.

BevGenie answers a commercial question in plain language, then hands over the artifact the decision needed anyway. One question can end as a chart, a written report, a slide deck, a buyer-facing sell sheet, or a spreadsheet, all built from the same reconciled data and carrying your own brand.

  • Ask in plain language, with no query to write
  • Reports, decks, sell sheets, and Excel from one answer
  • Sell sheet figures trace back to a query result
  • Built for suppliers and distributors
The conversation

What happens when you ask BevGenie a question?

You type the question the way you would put it to an analyst. BevGenie reads the harmonized view of market data and your own records, including any depletion, retail scan, and point-of-sale data you bring, runs the queries the question needs, and returns the answer in business language with its reasoning visible.

Follow-ups hold the thread, so a team pushes on an answer instead of starting over. When no dataset covers the question, a competitor announcement or a regulatory change for example, BevGenie searches current industry sources and says where the answer came from. Suggested openers built from the data you actually have make the first question easier than a blank box.

How the data gets harmonized first
01

Ask, rather than build

A new question means a new dashboard request, and the answer lands after the decision.

BevGenie

Questions run in plain language against the mastered view, so the cost of asking one drops to a sentence.

02

The thread holds

Most tools forget the last question, so context gets retyped on every turn.

BevGenie

Follow-ups keep the context, and a long working session carries its history into a fresh thread when it runs long.

03

Your files, in the same thread

A distributor sends a spreadsheet, and reading it means another tool and another export.

BevGenie

Attach PDF, Excel, or CSV files to a conversation and question them alongside the market view, in one place.

What you get

What do you walk away with
when the question is answered?

An answer on screen is the start of the work, not the end of it. Everything BevGenie produces can leave the system in a form somebody else will read: a chart, a written report, a deck, a sell sheet, a spreadsheet, or a link. The generated documents carry your colors and your logo, and every one of them stands on the same numbers the answer did.

Visualization

The chart comes with the answer

BevGenie picks the chart the data supports, labels it in business language rather than column names, and falls back to a table when a chart would mislead.

Reporting

Written reports, charts in place

Choose the topics out of a conversation and BevGenie drafts the report around them, keeps the charts that belong in it, and exports a branded PDF.

Presentations

Decks, without the deck-building

Turn a conversation or a report into slides with speaker notes, edit them in place, then export to PowerPoint or PDF, or present from the browser.

Sell sheets

Buyer-facing sell sheets

A branded one- or two-page PDF built from your brand facts, your bottle photography, and the evidence behind the pitch. Every revision is kept.

Exports

Excel and CSV, typed and totaled

Ask for the rows behind an answer and get a spreadsheet with real number types and a totals row, rather than a copy of what was on the screen.

Sharing

Send the answer, not a screenshot of it

Set a conversation, report, or export to private, internal, or public, then share a link or email it to a named recipient. The file itself stays in private storage and access is checked at the moment it is opened, so revoking access takes effect immediately.

Sell-in material

Can BevGenie build the sell sheet you take into the distributor meeting?

Yes, and it builds the sheet from evidence rather than adjectives. BevGenie investigates the question behind the pitch, captures the query results that support it, and composes a branded one- or two-page PDF around your brand facts, tasting notes, and bottle photography.

A figure that cannot be traced back to a captured result gets removed rather than estimated. That one rule is what makes the sheet safe to hand to a buyer. Rewording, changing the layout, swapping an image, or recoloring applies in place without re-running the research, and each edit saves as a new version with the original intact.

01

Brand library

Category, ABV, bottle size, tasting notes, brand facts, and bottle photography, stored once for each brand and reused on every sheet.

02

Investigation

BevGenie assembles the market evidence behind the pitch and keeps the underlying rows attached to every figure it prints.

03

Composition

The layout is chosen to fit the story and the evidence, then rendered as a print-ready PDF in your brand colors.

04

Versions

Reword, restyle, or swap an image in place. The previous version survives and can be restored or duplicated into its own line.

The rest of the distributor pitch, from shortlist to performance floor

Guardrails

How do you know the number is real?

Because the checks run before the answer reaches you rather than after somebody questions it. BevGenie reads only what it is permitted to read, checks a trend before it calls one, and declines to recommend an action a state does not allow.

Read-only by construction

Queries against connected data are restricted to reads, with a statement timeout and a row cap behind them. BevGenie cannot write to, or alter, a system it reads.

A trend claim gets checked

Growth and decline language is checked against the query behind it, which needs to cover more than one period to support a trend.

Printed numbers trace back to rows

Every figure on a sell sheet has to match a captured query result. Anything that cannot be traced is dropped rather than estimated to fill the space.

Regulation is a hard stop

Recommended actions are checked against a certified state-by-state rule set for the beverage class involved. Where a rule is missing for a guarded action, the check fails closed and blocks it rather than guessing.

Answers in business language

Answers are written in business language rather than in the table and column names of the underlying systems.

Where human judgement stays in the loop

Context that persists

Does BevGenie remember how your business counts?

Yes. Your fiscal year start, reporting currency, volume unit, default reporting period, and home state are settings rather than things you restate in every question. Definitions your team confirms, such as what counts as an active account or how you measure velocity, carry into later answers.

Company

A knowledge base your team owns

Business facts confirmed once and treated as ground truth: brands, markets, terminology, and working preferences. BevGenie remembers what you tell it, and you can review, correct, or delete anything it holds.

Standards

Reporting rules, set once

Fiscal year start, reporting currency, volume unit, default period, and home state apply to every calculation, so two people asking the same question work off the same basis.

Personal

Definitions that follow you

The definitions you work with carry across conversations, and every one of them sits on a page where you can inspect, correct, or delete it.

What it runs on

What data does BevGenie run on?

Two things. Curated beverage alcohol data marts maintained by ConsumerIQ, covering regulatory filings, on-premise menus, and trade reporting. And your own data, including any depletion, retail scan, and point-of-sale data you bring, held as a private data mart that only your organization can reach.

A data engineer on our side brings your data in, so your team does not run a migration project. BevGenie reads the schema, catalogs the tables and columns, and records the caveats and definitions that govern how each measure may be used, so it knows the rule before it writes the query. Credentials are encrypted before storage, and the connection stays read-only.

Written for the team that owns the data
  • Curated market data marts covering regulatory, on-premise, and trade sources, available from day one.
  • Your own data brought in by our data engineers as a private data mart, visible only inside your organization.
  • Schema read automatically, covering tables, columns, and relationships.
  • Caveats and definitions travel with the data, so a known measurement rule reaches the answer.
  • Credentials encrypted with AES-256-GCM, and queried read-only against your systems.
Governance

Who sees what?

Access is set per person, per team, and per data mart. Two roles, Admin and Member, separate who runs the account from who works inside it, and the database filters every record by organization rather than trusting the application to remember.

Roles

Two roles and teams

Invite people by email with a role and a team. Admins manage members and billing, while Members work inside what they have been granted.

Grants

Access per data mart

Grant a person or a whole team access to a specific data mart at the level they need, and revoke it in one place when the project ends.

Isolation

One organization cannot read another

Row-level security in the database enforces the boundary between organizations, which is a stronger guarantee than a filter written into application code.

The full security posture, written for a reviewer

Product questions

What buyers ask about the product.

Direct answers on outputs, exports, grounding, and your own data.

Ask the rest on your own data

An answer to a commercial question, plus the artifact that answer belongs in. From one conversation a team can take away a chart, a written report with the charts embedded, a slide deck with speaker notes, a branded sell sheet as a PDF, a typed Excel or CSV export of the underlying rows, and a shareable link. The generated documents carry your brand colors and logo.

Yes. BevGenie proposes the topics a conversation supports, you select and edit them, and it drafts a report around those topics with the relevant charts in place. A report or a conversation then becomes a slide deck with speaker notes, which you edit slide by slide before exporting. The drafting is automatic; editorial control stays with the person who owns the number.

Yes. Query results export as Excel or CSV with real number types and a totals row, and several result tables can land as separate sheets in one workbook. Presentations export as PowerPoint or PDF. Reports, conversations, single answers, and sell sheets export as PDF. None of it requires copying data out of the screen by hand.

Figures come from queries that actually ran, and the checks sit between the model and the reader. A number printed on a sell sheet has to match a captured query result or it gets removed rather than estimated. A claim that something grew or declined is checked against the query behind it, which needs to cover more than one period. Answers are also written in business language rather than in backend table and column names. AI output still warrants review before a material decision, which is the position stated on the Responsible AI page.

BevGenie checks a recommended action against a certified state-by-state rule set covering the beverage class in question, and blocks a recommendation the rules do not permit. Where a guarded action has no rule on file, the check fails closed and blocks it rather than assuming permission. This is a guardrail on commercial recommendations, not legal advice, and it does not replace your compliance counsel.

Yes. A data engineer on our side brings your data in as a private data mart that only your organization can reach. BevGenie reads the schema and catalogs the tables and columns. Credentials are encrypted with AES-256-GCM before storage and the connection is read-only, so BevGenie reads your systems and cannot change them.

No. A dashboard answers the questions someone modelled in advance, which is why a new question means a new build. BevGenie is a decision intelligence system: you ask it in plain language, it diagnoses why a number moved, and it produces the artifact that carries the decision to whoever has to act on it. Charts appear inside answers because a chart is sometimes the clearest way to show one, not because reading charts is the job.

Bring the question.
Leave with the artifact.

Thirty minutes on your own categories and markets, and the write-up afterwards.