The range presentation for Thursday’s meeting gets built on Wednesday night, and the annual terms are reworked customer by customer. Roona highlights the customers whose balance goes past the credit limit granted, writes the discounts and the volume tiers into your template, builds the five slides in your house style. Price, rates and the decision to deliver stay with your sales team.
A wholesaler sells, buys and arbitrates all day long. The rest, annual trading terms, product sheets, range presentations, supplier letters, chasers on unconfirmed orders, gets done in the evening or not at all. Roona takes that share back inside Excel, Word and PowerPoint, from your templates, your catalogues and your price lists, citing the document and the page. Roona sets no price and negotiates nothing: pricing policy, opening a credit limit and the decision stay with your sales team.
The gaps calculated and highlighted in the sheet, with the chart. The decision to deliver or to hold stays yours.
Scope, tiers, logistics and duration in your template. Every rate is still yours to settle before signature.
Five slides in your house style, ready for the meeting. You adjust, you present.
An assistant that hands back a finished file in your house style: balances and margins highlighted in Excel, trading terms in your Word styles, a five slide range presentation in PowerPoint. Roona prepares and formats; the price and the negotiation stay yours.
No, never. Roona takes the rates and the thresholds you give, turns them into clauses in your template and checks them against your price list. Pricing policy, the discount granted and the arbitration stay with sales management.
No. Roona reads the ledger you upload, calculates the gap against the credit limit granted and highlights the overruns. The decision to deliver, to hold or to review a limit belongs to your sales team, and Roona assigns no credit score.
Yes, in PowerPoint, in the pane on the right: give the subject and the number of slides, and the outline and the slides come in your house style, speaker notes included. You adjust, you present.
Yes. Place the catalogues, the price lists and the framework agreements in your trade memory and ask your questions: pack size, lead time, applicable discount, with the document and the page in the answer. You check at source.
No. Roona works from the documents you upload and cites its sources. What is neither in your files nor in a cited source is not in the answer.
Yes, in the pane to the right of the open workbook. Roona reads the selected range and writes formulas, pivot tables, formats and charts, in the formula language of your version of Excel, and announces what is about to be written before doing it.
Yes. Encrypted in your browser, hosted in Europe, kept apart by workspace, never used to train a model. Account can be deleted, GDPR and the European AI regulation respected.
Yes. Record the meeting, up to two hours, or dictate your notes on the way back. Roona draws a report from it: needs expressed, items seen, next steps, in your template.
Yes. Your trade memory is organised into workspaces, one per branch or per brand if you want, with separate rights. The Enterprise offer, on request, priced by number of seats, adds the accounts, shared credits, roles and an audit log.
20 € excluding VAT per month and per account, no commitment: the assistant, the document memory, the file generators, the Office add-ins and Roona Studio, 100 credits a month. A 14 day trial, no bank card.