Beverage B2B & D2C
One manager. Four departments. Fully automated.
Matcha Si was growing its wholesale network across Serbia while running sales, customer support, inventory, and finance manually. We audited the full operation and rebuilt it.
By Nikita Zhylkin & Kira Gusak, Co-founders at DigX Agency
The challenge
Matcha Si serves B2B clients across Serbia, cafes, restaurants, resellers, with client-specific pricing, delivery thresholds, and payment terms. Alongside wholesale, they manage B2C orders, inbound partnership requests, and multi-channel inventory. All of it ran manually across email, Telegram, Instagram, WhatsApp, and spreadsheets.
Every B2B order processed by hand
Custom invoice per client, manual stock update, courier handoff, 15-20 minutes per order, no exceptions.
No visibility across channels
B2B, D2C, and marketplace stock tracked separately. One oversold, another overstocked, nobody knew.
Partnership inquiries handled one by one
3-4 inbound inquiries per day. Each one researched, qualified, and followed up manually.
Finance run from spreadsheets
Revenue by client, by channel, by product, all assembled by hand before every meeting.
Four departments. One operator.
We audited sales, customer support, inventory, and finance, then rebuilt each one to run without a person in the loop. What used to take two managers now takes one.
Sales
Orders by hand across email, Telegram, and Instagram.
Self-serve B2B portal with per-client tiered pricing and automated reorder reminders.
Customer Support
Every price, status, and invoice question routed through a manager.
Partners self-serve their catalog, order history, and invoice archive.
Inventory
Spreadsheets with no sync: constant stock drift and overselling.
One stock source synced in real time across Shopify, B2B, and direct orders.
Finance
Invoices and reporting built by hand, client by client.
Auto-generated Serbian invoices, a live ledger, and real-time dashboards.
One operator oversees everything.
Two managers became one. Founder time moved from operations back to growth and partnerships.
What we built
A complete operational platform across four areas: a self-serve B2B ordering portal, client and order management, the automation engine that runs them, and real-time financial dashboards, all connected to Shopify, Telegram, and the team’s existing tools.
B2B ordering platform
Each wholesale partner gets a personal portal with their own pricing tier, delivery thresholds, and full order and invoice history. They place orders independently: no WhatsApp, no back-and-forth.
Live progress to the next discount and free delivery.
CRM & client lifecycle
Every partner is managed in one place: onboard new clients, set custom pricing, create orders on their behalf, and track the full pipeline.
Automation
The engine behind it all. A new order fires a one-tap approval to Telegram; approval auto-generates the Serbian invoice and emails it. Reorder reminders go out when a partner goes quiet, and B2C orders from the Telegram channel are parsed in automatically.
Financial dashboards
Orders, revenue, and active partners at a glance, plus the full per-partner pipeline and auto-generated Serbian Faktura invoices, updated in real time with no manual data entry.
The results
Four departments transformed. One manager runs what previously required two. The sales pipeline grows on autopilot.
Operational value recovered per year
One manager now runs what previously required two.
Hours eliminated per year
Order processing, partnership inquiries, inventory reconciliation, customer support, and financial reporting, all automated.
AI outreach messages
Personalised partnership proposals sent automatically to qualified prospects.
Departments transformed
Sales, customer support, inventory, and finance, each rebuilt around automation.
B2B orders
Partnership inquiries
Sales outreach
Inventory
Financial reporting
Team size
Your fractional technical team for operational change.
We cover the technical and strategic sides of AI transformation. We design solutions that actually work in the business, implement them end to end, and never overcomplicate where a simpler path will do.