Retail & Commerce solution summaries

• Brex — Brex is a spend management platform combining corporate cards, business accounts, expense management, travel, bill pay and accounting automation for 35,000+ companies. Startups can start free on Essentials; Premium adds dynamic policies, AI-powered compliance audit detection and multi-entity support at $12 per user/month, with custom Enterprise pricing. Brex reports automating 71% of prepared expenses and saving customers an average of 756 hours a year.
• Docusign — Docusign combines eSignature with contract lifecycle management, document generation and the AI-assisted Intelligent Agreement Management suite. Teams send, sign and track documents, store agreements in a central repository, automate approvals with no-code workflows and connect to 1,000+ apps and public APIs. Personal pricing starts at $132/year; team plans run $30–45 per user per month; enterprise IAM plans are quoted by sales. eSignature deploys in days, while CLM and IAM rollouts are heavier.
• Expensify — Expensify is an all-in-one spend management platform covering receipt scanning, expense reports, reimbursements, corporate cards, travel booking, bill pay and invoicing. Concierge AI categorizes expenses, flags policy violations and cleans up reports, while two-way syncs to QuickBooks, NetSuite, Xero and Sage Intacct keep accounting current. Signup is self-serve and free for individuals, with company plans from $5 per member per month. 45+ integrations and 10k+ supported banks underpin global reimbursement.
• HubSpot — HubSpot is a Cambridge, Massachusetts based CRM platform vendor founded in 2006. Its agentic customer platform unifies Marketing, Sales, Service, Content, Data and Revenue hubs on one Smart CRM, with AI agents for support resolution, prospecting and account insight. The vendor reports 306,000+ customers, 2,000+ integrations and AWS hosting with SOC 2 Type 2, SOC 3 and GDPR tooling. Free tools and self-serve onboarding keep entry friction low.
• Katana — Katana is cloud inventory management software for product businesses that sell across multiple channels and locations. It unifies real-time stock, order management, manufacturing, forecasting and warehouse workflows in one system, with ecommerce and accounting integrations, an open API and Katana MCP for AI chats in Claude or ChatGPT. Plans start free (30 SKUs) and Core from $299/month with unlimited users; guided onboarding typically reaches full inventory visibility in about six weeks.
• monday.com — monday.com is a cloud work management platform sold per seat, with a free tier and paid plans from $9 per seat per month. It has repositioned as an AI work platform, bundling AI agents, a Sidekick assistant, Notetaker and AI credits with each tier. Roughly 250,000 customers use it across project delivery, CRM, service and dev, with 850+ integrations and a native MCP server for Claude, ChatGPT, Copilot and Gemini. Buyer evidence includes a 4.7/5 average review score from 10,000+ reviews.
• MRPeasy — MRPeasy is cloud MRP/ERP software for small and mid-sized manufacturers, aimed at companies with 10-200 employees that have outgrown spreadsheets. It combines production planning, BOM and routing, shop-floor reporting, inventory with lot traceability, purchasing, sales/CRM and a standard accounting module. The vendor reports 2,300+ customers in 60+ countries. Pricing is per user per month with no mandatory implementation fee, self-serve CSV migration, and integrations for Shopify, Xero, QuickBooks, Salesforce, HubSpot and Power BI.
• Navan — Navan is an AI-powered business travel, corporate card and expense platform. Travel booking is free for companies up to 300 employees, funded by supplier commissions; expense is free for five users then $15 per user per month, with enterprise pricing quoted. It integrates with ERP, HRIS, SSO and security tools, and combines self-serve booking with 24/7 human support and the Ava assistant. Best for finance, travel and procurement teams replacing legacy T&E stacks.
• OneTrust — OneTrust is an Atlanta-based GRC vendor whose AI-Ready Governance Platform unifies privacy automation, consent and preferences, data use governance, AI governance, technology risk and compliance, and third-party management. The company reports more than half the Fortune 500 as customers, 2,000 employees, and 13 global offices, and was named a Leader in the Forrester Wave for Privacy Management Software, Q4 2025. Pricing is quote-based per module, tied to admin users and asset or inventory counts.
• Ramp — Ramp is an all-in-one spend management platform combining corporate cards, expense management, accounts payable, travel, procurement, and treasury in one system. It says 70,000+ businesses use it and claims full implementation in 30 days or less, with ERP connection in minutes. Pricing starts free, with Plus at $15 per user per month plus a platform fee and custom Enterprise tiers. AI agents handle coding, fraud checks, approvals, and invoice processing. SOC 2 Type II is reported on Ramp's security page.
• Retool — Retool is a low-code platform for building internal tools, admin panels and portals on a company's own databases and APIs. Its rebuilt AI-native builder generates production-ready apps from prompts, and a native MCP server lets developers build from AI coding agents inside Retool's governed environment. It runs in the cloud or self-hosted, with SSO, RBAC and audit logging on higher tiers. A free tier exists; paid plans price builders, internal users and external users separately.
• Salesforce Sales Cloud — Salesforce Sales Cloud is the sales application of Salesforce's agentic AI CRM platform: pipeline management, lead qualification, forecasting and workflow automation. Vendor pages place it in one stack with Agentforce agents, Data 360, Slack and MuleSoft. Pricing is per user and quoted by sales; Salesforce Starter can be monthly, most subscriptions are annual and paid in advance. Expect admin effort and partner help, offset by a large app and learning ecosystem.
• Smartsheet — Smartsheet is an AI-assisted work management platform for planning, tracking and automating projects at scale. Teams use sheets, Gantt, dashboards and forms to run programmes and portfolios, with 175+ integrations plus MCP connectors that bring live work data into Claude, Copilot, Gemini and ChatGPT. Plans run from self-serve Pro at $9 per member per month to custom Enterprise tiers. Buyers get SOC 2, ISO 27001, ISO 27701 and FedRAMP compliance, data residency options and enterprise governance controls.
• Tipalti — Tipalti is an AI-powered finance automation suite spanning accounts payable, mass payments, procurement, expenses and treasury in one connected platform. It automates invoice capture, PO matching, approvals, supplier onboarding, tax compliance and payouts in 200+ countries and 120 currencies, with bi-directional ERP integrations such as NetSuite, Sage Intacct, QuickBooks, Dynamics and SAP. Pricing starts at $99/month for AP and $249/month for Mass Payments plus transaction fees; standard implementations are included and users are unlimited.
• UiPath — UiPath is an enterprise platform for business orchestration and agentic automation. Automation Cloud combines RPA robots, AI agents, document understanding, process mining, testing and AI governance. A free tier and a $25/month Basic plan get teams started; Standard and Enterprise are quote-based with BYOM, BYOK and self-hosted options. Banks, healthcare, manufacturing, logistics and retail customers report large back-office savings, though enterprise rollouts need real implementation effort.