Questions Worth Asking Before You Buy

Every question a supplement manufacturer asks before committing. Answered straight, without the sales spin.

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Getting Started

Batch Buddy is a comprehensive PLM-ERP platform designed specifically for consumer product manufacturers including:

  • Supplements & Nutraceuticals - FDA compliance, ingredient sourcing, nutritional calculations
  • Food & Beverage - Recipe management, cost optimization, nutritional labeling
  • Cosmetics & Personal Care - Formulation development, regulatory compliance, batch tracking
  • Consumer Goods - Product development, cost intelligence, quality control
Batch Buddy Solution: Instead of juggling multiple spreadsheets, software tools, and manual processes, you get an integrated platform that handles everything from formulation to production to compliance in one place.
No implementation fee. No consultant. No waiting.  First batch record in 30 minutes.

Most manufacturing software takes months to implement because it was never built for your industry. You spend weeks reformatting your spreadsheets before you can even import them. More weeks configuring a generic system that has no concept of what a supplement, food, or cosmetics manufacturer actually does. Then you wait on integrations that may or may not work. Then you train your entire team on a system they have never seen. Then you pay a consultant to hold your hand through all of it — before you have completed a single batch record.

Batch Buddy was built by a supplement manufacturer who lived through exactly that. It is the reason this platform exists.

Because it was built from inside the industry, there is no 3-to-6-month configuration phase:

  • Your data comes in without reformatting. Upload your existing ingredient lists or formulas as CSV files. The system recognizes common column names and handles typical spreadsheet format variations — no rigid template required.
  • The compliance workflows are already built in. Batch Buddy already knows what a GMP batch record requires, how a COA verification workflow runs, and how potency-based scaling works. You do not configure any of that. It is ready on day one.
  • Your existing tools plug in directly. QuickBooks syncs your vendor and purchasing data. Shopify connects your finished goods to your storefront. Neither requires a systems integrator or custom development work.
  • One person can run the whole thing from day one. No IT department. No implementation team. No six-week onboarding program.

Traditional PLM and ERP systems built for manufacturers cost $10,000–$250,000 per year and require 6–12 months to deploy before anyone runs a single batch. Batch Buddy is live in under an hour.

Sign up, import your data, and complete your first compliant batch record in 30 minutes.
Yes Batch Buddy is built for contract manufacturers.
  • Client Tagging: Tag each formulation by client brand name or mark it as in-house, giving you a clean view across all client projects in one account
  • Data Separation: Each client only ever sees their finished product information never the underlying formulas or other clients' data
  • Multi-Client Compliance: Batch records, COA management, and lot traceability are especially valuable for CMOs who must demonstrate GMP compliance to multiple brand owners simultaneously
  • Audit-Ready: Every production run generates a 21 CFR Part 11-aligned batch record you can share with clients who require documentation

Many of our customers are CMOs running 10–50+ client formulations from one account. The platform was designed with contract manufacturing workflows in mind.

Yes start your free trial and we'll send you a guided demo video immediately after signup:
  • Guided Video Walkthrough: Covers real supplement and cosmetic manufacturing workflows formulation, production, FIFO inventory, and compliance
  • Watch on Your Schedule: No calendar booking required watch it when it's convenient for you and your team
  • 14-Day Free Trial: You have full platform access to explore alongside the demo at your own pace
  • No Credit Card Required: Start immediately with no obligation
Start Free Trial Demo video sent automatically after signup.

Competitive Comparison & Migration

Genesis R&D vs Batch Buddy Comparison:
  • Genesis R&D: Formulation software only ($2,400-$7,200/year)
  • Batch Buddy: Complete PLM-ERP platform ($149-$1,499/month)
What Genesis R&D Missing: No production management, no inventory tracking, no compliance modules (COA/EBR), no e-commerce integration, no QuickBooks sync, no shipping integration.
Batch Buddy Advantage: You get formulation + production + inventory + compliance + financial intelligence + e-commerce in one integrated platform. Genesis R&D customers typically need 3-4 additional systems to achieve what Batch Buddy provides natively.

Better value: Complete platform starting at $149/month vs Genesis R&D's formulation-only solution at $200-$600/month.

Traditional Problem: Most manufacturers need Genesis R&D ($2,400-$7,200/year) + ERP system (NetSuite, SAP) + compliance software + e-commerce integration. Total cost: $10,000-$50,000+ annually.
Batch Buddy's Integrated Approach:
  • One Platform: Lab-to-shelf workflow in unified system
  • CPG-Specific: Built for supplement, food, cosmetic manufacturers
  • Trade Secret Protection: Two-tier inventory keeps formulations secure
  • Built-in Compliance: COA + EBR modules vs expensive add-ons
  • Financial Intelligence: Native QuickBooks integration
  • No Implementation: Ready in 24-48 hours vs 6-12 month projects

80-90% cost savings compared to equivalent traditional PLM/ERP stack.

Simple Self-Service Migration:
  • Easy CSV Import: Upload your formulations, ingredients, suppliers in standard CSV format
  • Genesis R&D Migration: Export your formulations from Genesis R&D as CSV and import them into Batch Buddy using the standard CSV import tool
  • QuickBooks Sync: Connect your QuickBooks account to sync vendor data
  • Import Validation: CSV format validation and data integrity checks during upload
  • Risk-Free Testing: Import and test everything during your free trial period
Why It's So Easy: Batch Buddy's import tools are designed for manufacturers to handle themselves - no IT team required.

Customer support available if you have questions during the process.

Enterprise-Grade IP Protection:
  • Two-Tier Inventory System: Raw materials completely separate from customer-facing finished products
  • Trade Secret Compliance: Proprietary formulations never exposed through integrations
  • Role-Based Access: Control exactly who can see formulation details
  • Audit Trails: Track every access to sensitive formulation data
  • Secure Cloud Infrastructure: HTTPS encryption and secure data storage
  • Data Isolation: Your data is completely separate from other users
Unique Advantage: Unlike other platforms that may expose formulation data through APIs or integrations, Batch Buddy's architecture ensures your trade secrets remain completely protected.

Your formulations stay internal - customers only see finished product information, never raw formulation ratios or proprietary ingredients.

Batch Buddy Replaces:
  • Formulation Software: Genesis R&D, Recipe Calc, etc.
  • Inventory Management: Manual tracking, basic ERP inventory modules
  • Production Planning: Spreadsheets, basic MRP systems
  • Cost Tracking: Manual calculations, basic accounting reports
  • Compliance Documentation: Paper batch records, manual COA generation
  • Customer Orders: Basic order entry and tracking systems
  • Shipping Software: Standalone shipping platforms
Batch Buddy Integrates With (keeps):
  • QuickBooks: Financial data sync (native integration)
  • Shopify: E-commerce integration for syncing finished goods to your Shopify store (early access)
  • Email Marketing: Your existing campaigns and customer lists
  • Banking: Your current banking and payment processing

Result: Eliminate 4-6 disconnected systems while keeping your essential business tools.

Yes. Batch Buddy enhances your existing ERP. It doesn't replace it.

Your ERP is great for accounting, HR, and general business operations. But generic ERPs weren't designed for supplement and cosmetic manufacturing. Batch Buddy fills those specialized gaps.

What Your ERP Can't Do:
  • 21 CFR Part 11-Aligned Controls: Audit trails and e-signatures for regulatory requirements
  • Formulation Intelligence: Real-time nutritional tracking, cost per serving, margin analysis
  • FIFO Expiry Tracking: Ingredient-level expiration management with automatic alerts
  • COA Management: Supplier certificates, lab reports, and production batch records
  • BOM Optimization: Formulation versioning with cost comparison and scaling
  • GMP Production Workflows: Batch records, quality control, and release management
Enterprise API Integration (Enterprise tier):

Batch Buddy provides a full REST API that your ERP can pull data from:

  • Works With: SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, Odoo, Epicor, Acumatica, QuickBooks Enterprise, and any system that supports REST APIs
  • API Endpoints: Formulations (with BOMs), ingredients, inventory levels, production plans, finished goods
  • Integration Approach: Your IT team or integration partner uses our documented API to pull data into your ERP on a schedule you define
  • Full Documentation: Complete API docs with examples at /api/v1/docs

No custom code required for many integrations: Middleware platforms like Make (formerly Integromat), Zapier, and Workato connect to REST APIs without writing code. A non-developer can set up basic data flows using our documented endpoints in an afternoon.

For more complex ERP integrations, we provide a 1-hour technical hand-off session to get your developer oriented, covering authentication, key endpoints, and common patterns for your specific ERP. Most developers complete a working integration within 2-4 hours from that call using our full API docs at /api/v1/docs.

Best of Both Worlds: Keep your ERP for accounting and HR. Use Batch Buddy as your source of truth for formulation, production, and FDA compliance.

Cost Control & Efficiency

Common Problem: Many manufacturers lose 10-20% of revenue to hidden inefficiencies: ingredient waste, manual errors, poor supplier pricing, expired inventory, and production overruns.
Batch Buddy Solution: Cost visibility helps you identify where money is being lost:
  • Ingredient Cost Analysis: See cost per serving and total batch costs at a glance
  • Supplier Comparison: Browse marketplace suppliers to find competitive pricing
  • Inventory Optimization: FIFO tracking and expiration alerts prevent spoilage
  • Production Tracking: Monitor batch costs and ingredient usage

Better visibility into costs helps you make smarter decisions about sourcing, pricing, and production.

Industry Challenge: Ingredient prices fluctuate constantly due to supply chain disruptions, seasonal variations, and market volatility. Manual tracking is impossible at scale.
Batch Buddy's Cost Intelligence:
  • Marketplace Price Comparison: Browse ingredient suppliers and view pricing side-by-side in our growing marketplace
  • Cost Per Serving: See exactly what each formulation costs to produce
  • Dynamic Cost Refresh: Update formulation costs when ingredient prices change
  • Supplier Contact Tools: Request quotes directly from marketplace suppliers

Better visibility into costs helps manufacturers identify savings opportunities and make informed sourcing decisions.

The scenario: You find out you're short on magnesium citrate halfway through a production run. Or you discover that yield has been quietly dropping for the last five batches. Or a supplier's price crept up 12% over three months and nobody noticed. By the time it shows up in a report, the damage is done.
Batch Buddy's Decision Support Dashboard:

Your dashboard now surfaces production intelligence automatically, so you see what needs attention the moment you log in:

  • Stockout Risk Alerts: Batch Buddy looks at your scheduled production runs for the next seven days and compares ingredient requirements against your current inventory. If you don't have enough stock to complete upcoming runs, you'll see a warning before you start not after you've already committed labor and equipment.
  • Overdue Schedule Detection: Any production schedule entry that's past its planned date and hasn't been completed or cancelled gets flagged. No more forgotten batches sitting in limbo.
  • Yield Trend Monitoring: The system tracks yield percentage across your recent completed runs for each formula. If yield has dropped by 3 or more percentage points compared to earlier batches, it flags the trend so you can investigate before it compounds.
  • Cost Drift Detection: Batch Buddy compares your average cost-per-unit over the last 30 days against the prior 30 days. If costs have risen more than 8%, you'll see it immediately whether it's a supplier price increase, ingredient waste, or efficiency loss.
  • High Variance Alerts: When ingredient usage or production metrics deviate more than 5% from expected values, you'll know which batches had issues and whether a root cause was identified.

Every insight includes a severity level critical for issues that will block production, and warning for trends that need attention. The same insights are available to the AI Copilot, so you can ask "what should I worry about today?" and get a plain-English summary of your production risks.

Time Drain: Manual formulation calculations, Excel-based costing, paper batch records, and manual inventory tracking consume 20-40 hours per week of valuable staff time.
Automation Saves Time:
  • Instant Calculations: Auto-scale recipes, calculate costs, generate nutritional panels
  • Digital Batch Records: Eliminate paper, enable real-time collaboration
  • Automated Inventory Tracking: FIFO consumption, automatic reorder alerts
  • One-Click Reports: Generate production reports, compliance documentation, cost analysis
  • Integration Workflows: Connect with QuickBooks, existing ERP systems

Teams typically save 20-30 hours per week on administrative tasks, freeing up time for innovation and growth.

Quality & Compliance

The scenario worth avoiding: An FDA inspector walks in unannounced. They ask for the complete batch record for Lot #BB-2024-0341, right now. Your current process involves opening three spreadsheets, cross-referencing a paper sign-off sheet, and hoping the operator who ran that batch is still employed. That is a 483 observation waiting to happen.
With Batch Buddy: audit-ready in under 60 seconds.

Every production run automatically generates a complete, tamper-evident batch record: the formulation version used, every ingredient lot consumed, operator identity, timestamps, QC results, and an e-signature. It is locked, stored, and retrievable instantly as a PDF.

  • FDA 21 CFR Part 11: Immutable audit trails and e-signatures on every record
  • Full Lot Traceability: Trace any ingredient from supplier receipt to customer shipment
  • Digital Batch Records: PDF-ready for inspectors, no scrambling through folders
  • COA Management: Supplier COAs, lab reports, and certificates in one place
  • FSMA 204 Ready: Forward and backward traceability for food manufacturers

The real value is confidence: when you know every record is already audit-ready, FDA inspections stop being emergencies. COA generation and Electronic Batch Records are included in the Manufacturer plan ($749/month) and above, no add-on required.

The gap most manufacturers don't know they have: Most compliance software locks records with application-level controls, meaning a database administrator or a compromised system could alter a signed record without breaking the signature. That is the gap an FDA investigator is probing when they ask "how do I know this record wasn't changed after it was signed?"
HMAC v3 closes that gap with cryptographic proof.

HMAC (Hash-based Message Authentication Code) is a cryptographic technique that produces a unique signature from a secret key and a message. If anything in the record changes, even a single character, the signature becomes invalid. Batch Buddy's HMAC v3 architecture goes further by binding these fields directly into the cryptographic hash:

  • Signer identity: The printed name and role of whoever signed the record, as required by 21 CFR Part 11 §11.50(a)(1)
  • Signing timestamp: The exact time the signature was applied
  • Report status: Whether the record was approved, rejected, or in another state at signing time
  • Full data state: The complete content of the record, including lot numbers, traceability chains, and impact assessments

What makes this different: Any third party, including an FDA auditor, an NSF inspector, or a brand owner's QA team, can independently verify that a record has not been altered. The verification does not require logging into Batch Buddy. We publish the full canonical string specification and version history on our Trust page so verification is transparent and self-contained.

Why it matters practically: An application lock says "trust our software." A cryptographic signature says "verify it yourself, here is the math." Only one of those answers satisfies an investigator who suspects a record may have been altered. HMAC v3 signing is included in the Manufacturer plan ($749/month) and above.

The real cost of audit prep: Most manufacturers spend 3-5 days before every FDA or ISO audit pulling together training records, verifying CAPA closures, checking document review dates, and hoping nothing was missed. That's not just lost time it's stress, overtime, and the nagging fear that something will surface during the inspection that you didn't catch.
The Audit Readiness Workspace eliminates that scramble entirely.

Instead of waiting until audit season to check your compliance posture, the workspace gives you a live readiness score that updates in real-time as your team works. At a glance, you can see:

  • Training Status: Which operators are current, which certifications are expiring, and who needs requalification
  • CAPA Completeness: How many corrective actions are open, overdue, or pending effectiveness review
  • Batch Record Integrity: Whether all production records are complete with e-signatures
  • Document Review Dates: SOPs and quality documents approaching or past their annual review cycle
  • Audit Trail Health: Hash-chain integrity verification confirming no records have been tampered with
Why other systems don't offer this: Traditional ERP and PLM platforms are built to record data, not to interpret it. They'll store your training records and CAPA logs, but they won't tell you "you have 3 overdue training items and 2 open CAPAs that an auditor will flag." That analysis is typically left to your quality team or worse, discovered during the audit itself. Batch Buddy's Audit Readiness Workspace does that analysis continuously, so you always know where you stand.

The bottom line: Walk into every audit confident. No last-minute scrambles, no surprises, no 483 observations from gaps you didn't know existed. Available on the Professional plan ($349/month) and above.

A batch record is the official manufacturing document required by FDA 21 CFR Part 211. It proves that a specific batch was produced according to its approved formula with the right ingredients, quantities, and lot numbers and that it passed quality checks before release. If the FDA inspects you, this is the document they ask for.

How Batch Buddy creates one step by step:
  • Start from a formulation: Create a production run from any approved formulation. The system auto-calculates ingredient requirements and pulls the correct inventory lots using FIFO
  • Record production steps: As manufacturing progresses, each step is logged in the system with the user, timestamp, and any notes
  • Capture QC checkpoints: Quality control checks are recorded as pass/fail with the operator's name and time
  • E-sign to complete: When the batch is finished, the responsible person applies an electronic signature the record is then locked and tamper-evident
What you get as output:

A PDF batch record containing the lot number, formulation version used, every ingredient lot consumed, QC results, and the e-signature of the person who completed it ready to hand to an FDA inspector.

Full audit trail: Every action taken on the record who viewed it, who edited it, who signed it is timestamped and attributed to the specific user. This is the core of 21 CFR Part 11-aligned controls.

The result: When an inspector arrives, you open the batch record, hand them the PDF, and move on. No scrambling through spreadsheets or file folders.

The moment that matters: A retailer, distributor, or brand partner asks for a Certificate of Analysis for the batch you just shipped. If you can't produce one immediately, that delays payment, damages trust, and raises questions about your operation. "We'll get that to you" is not a confidence-building answer.
With Batch Buddy, a COA takes about 30 seconds to generate.

Because batch records are created automatically during production, every COA pulls directly from data that already exists in the system: lot number, formulation version, QC test results, and the e-signature of the responsible party. No re-entering data, no assembling spreadsheets.

  • Auto-generated PDFs: Professional COA with sequential numbering (COA-YYYY-XXXXXX) ready to email or download
  • Test result tracking: Potency, purity, contamination, and custom parameters per lot
  • Pass/Fail against your specs: Automatic result determination based on the specifications you set
  • Multi-lab support: Organize test results from different laboratories in one place
  • AI-powered supplier COA import: Upload a supplier's PDF, AI extracts all test results, and you can edit any OCR misreads directly in the preview table before importing corrections are tracked in the audit trail
  • Database-level immutability: Released certificates are locked by a PostgreSQL trigger even direct database access cannot alter signed records
  • Structured release exceptions: When test results fall outside spec, document the exception with categorized justifications, risk levels, and a dual-authorization review all enforced by database constraints
  • One-click audit package: Export a complete ZIP file with the COA PDF, frozen test snapshot, cryptographic signature proof, and full audit trail ready for any FDA inspection
  • Complete audit trail: Every certificate action is timestamped, attributed, and cryptographically chained for regulatory inspections

Included in Manufacturer ($749/month) and above, with unlimited COA certificates. No separate add-on, no per-certificate fee.

The problem with standalone COA tools: Tools like InstaCOA, COAXpress, or QualityOne are purpose-built for certificate generation but they operate as isolated systems. That means you're re-entering production data, lot numbers, and test results that already exist somewhere else. You're also managing another login, another subscription, and another integration to maintain.
Built into your PLM-ERP, not bolted on:

Because Batch Buddy's COA module lives inside the same system as your production runs, inventory, and formulations, it works fundamentally differently:

  • No duplicate data entry: Test results, batch numbers, ingredient lots, and production data flow into the COA automatically from your existing records
  • Transactional consistency: Compliance events (signatures, approvals, releases) happen in the same database with referential integrity foreign key constraints and triggers, not just application logic
  • Database-level immutability: Released certificates are locked by a PostgreSQL trigger that prevents modification even through direct database access. Standalone tools typically rely on application-level locks that can be bypassed
  • Stronger audit evidence: The audit chain covers the full lifecycle from formulation through production to certificate release, all cryptographically linked with HMAC-SHA256 hash chains
  • Faster root-cause tracing: If an FDA inspector asks about a specific lot, you can trace from raw material receipt through production to the COA in a single search
  • One-click audit package: Export a ZIP with the COA PDF, frozen test snapshot, cryptographic signature proof, and full audit trail ready for any inspection or client request

Bottom line: Standalone COA tools solve document generation. Batch Buddy solves the entire compliance workflow from production through quality control to certificate release in one system.

The time sink: Your suppliers send you COAs as PDFs. Today, someone on your team opens the PDF, reads each test result, and types it into your system manually. For a typical COA with 10-15 tests, that's 15-20 minutes of data entry per document and a high risk of transcription errors.
Upload, review, correct, import in about 30 seconds:
  1. Upload the PDF or image: Drag and drop the supplier's COA document
  2. AI extracts the data: GPT-4o vision reads the document and pulls out every test name, specification, result, method, and pass/fail status
  3. Edit anything the AI got wrong: Every field is editable directly in the preview table. If the OCR misread "Salmonella" as "Saimonella" or got a decimal point wrong, fix it right there edited fields highlight in yellow so you can see exactly what you changed
  4. Confirm and import: Only the rows you want are imported. Uncheck any tests you don't need
Built for compliance:
  • The original OCR extraction is preserved as immutable evidence auditors can always see exactly what the AI read versus what you corrected
  • Every correction is recorded in the audit trail with before and after values
  • The uploaded source document is hashed (SHA-256) and stored as evidence
  • All imported test results are linked to the production run with full traceability

Result: What used to take 15-20 minutes of careful data entry now takes 30 seconds with better accuracy and a full audit trail.

No. Released certificates are locked at the database level.

This is not just an application setting a PostgreSQL trigger physically blocks any attempt to modify exception fields, release decisions, or reviewer assignments on released or revoked certificates. Even a direct SQL query by a database administrator cannot change the data.

  • Database-enforced immutability: Five critical fields are protected by a BEFORE UPDATE trigger that rejects modifications
  • Referential integrity: Foreign key constraints ensure reviewer identity is always valid and verifiable
  • Fail-closed design: If the compliance controls are not active (e.g., after a database migration), the system blocks exception releases entirely rather than allowing them without protection
  • Revocation path: If a released certificate contains an error, the only option is to revoke it with a mandatory reason (logged in the audit trail) and create a new certificate

Why this matters: FDA 21 CFR Part 11 requires that electronic records cannot be altered after signing. Database-level enforcement means your compliance doesn't depend on application code alone it's built into the data infrastructure.

The audit risk: An FDA inspector asks to see your GMP training records for the operator who ran last Tuesday's batch. You open a filing cabinet, flip through folders, and hope the paper record hasn't been misfiled. Meanwhile, you can't prove that operator was actually qualified on the specific SOP and equipment used for that batch.
With Batch Buddy's Training Records (Manufacturer tier and above):
  • Training Matrix: An operator-by-topic grid shows every team member's certification status at a glance current (green), expiring soon (yellow), or expired (red)
  • GMP, SOP & Equipment Training: Track all training types with completion dates, expiration dates, certificate numbers, and trainer information
  • Expiration Alerts: The system flags certifications expiring within 30 days so you can schedule renewals before they become audit findings
  • Per-Operator History: Click any operator's name to see their complete training history, qualification status, and upcoming expirations
  • CSV Export: One-click export of all training records for auditors or internal review

Bottom line: When an auditor asks about operator qualifications, you pull up the Training Matrix every person, every topic, every expiration date in seconds. Training Records are included in the Manufacturer plan ($749/month) and above.

Yes but it never blocks production.

On the Enterprise plan, when an operator starts a production run, the system automatically checks their training records for valid GMP certification, relevant SOP qualifications, and equipment training. If anything is missing or expired, the operator sees advisory warning banners explaining the gap.

  • Advisory only: The production run starts normally regardless of training status no work is ever blocked
  • Audit-logged: Every training warning is recorded in the compliance audit trail with the operator, the run, and the specific gaps identified
  • SOP-aware: The validation checks whether the operator has completed training specific to the procedure being used, not just generic GMP

Why advisory-only? Manufacturing can't stop because of a training records gap but auditors need to see that you identified and documented the gap. Operator validation gives you both: awareness for the floor team and evidence for the auditor. This feature is available on the Enterprise plan ($1,499/month).

The short answer: No and that's by design. SOPs are specific to your facility, your equipment, and your processes. They're yours to create and maintain.
What Batch Buddy does instead:
  • Tracks training on your SOPs: Log that Operator A was trained on SOP-042 (Blending) on March 15, with an expiration date
  • Monitors certification status: The Training Matrix shows every operator, every topic, and whether their training is current, expiring, or expired
  • Validates at production time: When an operator starts a batch, the system checks their training records and flags any gaps (Enterprise plan)
  • Provides audit evidence: When an inspector asks "was this operator qualified to run this batch?", the answer is one click away

Think of it this way: You bring your SOPs we make sure your team's training on them is tracked, current, and audit-ready. That's the part auditors actually ask about, and the part that's painful to manage with paper binders or spreadsheets.

CAPA stands for Corrective and Preventive Action it's the formal process FDA expects when something goes wrong in manufacturing. Batch Buddy's CAPA module (Manufacturer tier and above) manages the full lifecycle:
  • Nine-state lifecycle: Open, Under Investigation, Root Cause Identified, Corrective Action Planned, Preventive Action Planned, Verified, Closed, Effectiveness Pending, Effectiveness Confirmed
  • Root cause analysis: Document the investigation with severity classification (critical, major, minor)
  • OOS investigations: Out-of-specification results are tracked with their own investigation workflow
  • Reporting dashboard: Charts for monthly trends, status distribution, severity breakdown, and average days to close
  • Audit export: CSV export of all CAPA records with complete history for regulatory submissions

Bottom line: When an auditor asks about your corrective action process, you show them a dashboard with every CAPA, its timeline, root cause, and resolution not a stack of paper forms. CAPA management is included in the Manufacturer plan ($749/month) and above.

Quality Issues: Inconsistent products lead to customer complaints, returns, and regulatory issues. Manual processes make standardization difficult.
Standardization Tools:
  • Master Formulations: Standardized recipes for every product
  • Production Plans: Plan batches with calculated ingredient requirements
  • Quality Checkpoints: Pass/fail QC tracking per batch
  • Potency-Based Scaling: Automatically adjust quantities when ingredient potency varies
  • Batch-Level QC: Record test results and generate COAs for each production run

Standardized processes and quality tracking help reduce variability and maintain consistency.

Location Flow Templates:
  • Define Your Flow: Map out each room, station, or zone your batches pass through (e.g., Staging → Blending → Filling → Packaging → QC Hold → Release)
  • Reusable Templates: Create flow templates for each production line or product type and assign them to production runs
  • Visual Progress Bar: See exactly where each batch is in its manufacturing flow at a glance
  • Optional Duration Tracking: Set expected durations per step to identify bottlenecks
  • Audit Trail Integration: Every location change is logged with user identity and timestamp for GMP compliance

Available on Professional and Enterprise plans. Create as many flow templates as needed for different production lines.

Multi-Line Orders:
  • Multiple Products Per Order: Add as many line items as needed each with its own product name, SKU, quantity, unit price, and optional formulation link
  • Live Calculations: Line totals and the order subtotal update automatically as you enter quantities and prices
  • Backward Compatible: Existing single-product orders continue to display and work exactly as before
  • Order Detail View: Multi-line orders show a full line items table with individual and total pricing

Perfect for contract manufacturers fulfilling multi-product orders for brand clients, or any manufacturer shipping several products to one customer.

What FSMA 204 Requires:

FSMA 204 is the FDA's Food Traceability Rule. Food manufacturers on the Food Traceability List (FTL) must capture Key Data Elements (KDEs) at every Critical Tracking Event (CTE) from receiving raw ingredients through production to shipping finished goods. Non-compliance can result in FDA enforcement action.

How Batch Buddy Covers Each CTE:
  • Receiving (CTE): Incoming ingredient records capture supplier, lot number, date, and quantity the KDEs required at the receiving step
  • Transformation/Production (CTE): Batch records link input ingredient lots to output finished goods lots, capturing the transformation event
  • Shipping (CTE): Shipment records link finished goods lots to customers with shipment date and quantity
  • Traceability Search: Full forward and backward lot search from raw material to customer shipment in one query

The result: You can respond to an FDA traceability request in minutes rather than hours the difference between a targeted recall and pulling all inventory.

Recall Simulation Drills:

Batch Buddy's Recall Simulation module lets you run a documented mock recall drill at any time without touching live production data. Enter any raw material lot or finished goods lot, run a full forward-trace genealogy, review the impact summary (affected batches, customers, quantities), then sign and attest the report with an HMAC-SHA256 signature. The signed report becomes permanent, tamper-evident audit evidence. Running quarterly drills demonstrates proactive recall readiness to FDA inspectors.

Why Mock Recall Drills Matter:

FDA investigators and third-party auditors (SQF, BRC, FSSC 22000) increasingly ask manufacturers to demonstrate they can execute a recall quickly and accurately. A documented drill showing you can identify all affected lots, quantities, and customers within two hours is strong evidence of a functioning quality system and can be the difference between a warning letter and a clear audit.

How Batch Buddy's Recall Simulation Works:
  • No live data impact: Drills run in read-only simulation mode nothing is flagged, recalled, or altered in production records
  • Full forward-trace genealogy: Enter any raw material lot or finished goods batch number; the system instantly maps every production run and customer shipment it touched
  • Impact summary: Shows affected batch count, customer orders, and estimated quantities at risk in a single view
  • Signed drill report: Attest the completed drill with your e-signature; the report is HMAC-SHA256 attested and permanently stored as immutable audit evidence
  • Audit trail integration: Each drill is logged in the 21 CFR Part 11-aligned audit trail with operator identity, timestamp, and lot inputs

Recommended cadence: Run at least one documented recall drill per quarter. Many manufacturers run drills after onboarding a new major supplier or adding a new product line. Find it under the Recall Simulation section in your account.

Nutritional Data is Tracked Automatically:
  • Ingredient-Level Data: Calories, protein, carbs, fat, fiber, sugar, sodium, and key vitamins and minerals are tracked per ingredient (standardized per 100g)
  • Formulation Calculations: As you build formulations, Batch Buddy automatically aggregates nutritional totals per batch and per 100g of finished product
  • Cost Per Serving: Serving size is set on each formulation and cost-per-serving is calculated automatically
  • Refresh Nutrition: When ingredient data is updated, you can refresh a formulation's nutritional profile with one click
21 CFR Part 11 Aligned Label Generation via Label Buddy Integration:

Batch Buddy integrates with Label Buddy (labelbuddy.ai) for full FDA-format Supplement Facts and Nutrition Facts panel generation, including Percent Daily Values. Your formulation nutritional data exports directly into Label Buddy with one click no re-entry required.

The full workflow is live today: track nutritional data in Batch Buddy, generate 21 CFR Part 11-aligned labels in Label Buddy.

The problem: Raw material lots vary in potency from COA to COA. A Vitamin C lot certified at 96% means you need more material to hit your label claim than a lot at 102%. Without a systematic check, formulators either wing it or discover the discrepancy after the batch is signed and locked.
Batch Buddy surfaces the adjustment math automatically before and after signing.

When Scientific Scaling is enabled on a formulation, Batch Buddy computes ingredient weigh-out adjustments at run-start using the actual potency from each FIFO inventory lot's COA. The math is stored in an immutable snapshot (21 CFR Part 11 compliant it cannot be altered after the run starts).

  • Potency Adjustment Summary card: On the production run detail page, a teal summary card shows every adjusted ingredient target potency vs. actual lot potency, the adjustment factor (e.g., ×1.0526), unadjusted quantity, final adjusted quantity, and signed net impact. Appears only when adjustments exist; invisible for legacy runs.
  • Pre-signature review table: The same data appears in a compact table directly above the electronic signature block on the batch record completion form your last chance to confirm the math before the record is locked.
  • Unit mismatch detection: If a lot's COA uses a different potency unit than the formulation (e.g., mg vs. IU), the ingredient is flagged with a yellow Unit Mismatch badge so you know to resolve it manually before signing.
  • Standalone Potency Calculator: Need to run the numbers before starting a run? Use the Potency Calculator (under Formulations in the navigation) enter target quantity, target potency, lot potency, and active unit to instantly see the adjusted weigh-out and adjustment factor. No inventory deductions, no run required.

The sign-off confidence you need: instead of mentally checking potency math at the last moment, the adjustment summary does it for you surfacing the exact delta between what you would have weighed and what you actually weigh, for every affected ingredient.

Inventory & Supply Chain

Inventory Problems: Poor demand forecasting leads to stockouts (production delays) or overstock (cash flow issues, spoilage).
Smart Inventory Management:
  • Low Stock Alerts: Get notified when ingredients fall below reorder points
  • FIFO Tracking: Use oldest inventory first to prevent spoilage
  • Expiration Alerts: Get notified before ingredients expire
  • Batch/Lot Tracking: Full traceability from receipt to production
  • Quarantine Controls: Hold suspect materials until cleared for use

Reduce inventory holding costs by 20-30% while eliminating stockouts.

Supplier Marketplace & Tools:
  • Supplier Marketplace: Browse ingredient suppliers, view pricing and MOQs, and request quotes directly
  • Request Quotes: Contact suppliers directly with your specifications and quantities
  • Supplier Directory: Maintain your own supplier contacts and pricing
  • Request Ingredients: Tell us what ingredients you need - we use this to recruit relevant suppliers

The network grows through manufacturer referrals you invite your own suppliers to join the platform, and they list their ingredients with real pricing and MOQs. When multiple manufacturers invite the same supplier, the network grows organically. The result is a supplier community built by manufacturers who actually use these ingredients, not a generic directory.

Quarantine & Release keeps suspect materials out of production:
  • Quarantine a Lot: From the Inventory page, view an ingredient's batches and click the red Quarantine button. Enter your name and a reason (e.g., "Pending COA verification"). The lot is immediately blocked from production.
  • Release a Lot: Click the green Release button on a quarantined batch. Enter your name and reason (e.g., "COA verified, all specs within limits"). The lot returns to Available status.
  • Automatic Protection: Quarantined lots are excluded from FIFO allocation no one can accidentally use them in a production run.
  • FDA Audit Trail: Every quarantine and release action is logged with the editor's name, reason, and timestamp in the FDA 21 CFR Part 11 audit trail.
  • AI Copilot (Enterprise): Say "Quarantine lot ABC-001" or "Release lot ABC-001 from quarantine" the copilot enforces the same rules as the manual interface.

When in doubt, quarantine first. It is always safer to hold material and investigate than to risk using suspect ingredients in production.

Track raw material orders from request to receipt:
  • Create a PO: Select a supplier, add ingredient line items with quantities and expected costs
  • Send to Supplier: Email the PO directly or download a PDF to send manually
  • Track Status: POs move through Draft → Sent
  • Receive Inventory: When material arrives, add it to inventory through the Inventory page or via the AI Copilot
  • Cost Tracking: PO line items record expected costs for supplier price history
  • QuickBooks Sync: If connected, supplier data syncs bi-directionally no double entry
  • AI Copilot (Enterprise): Create POs by chatting with the copilot

From order to production in one system. No spreadsheets, no manual data entry between purchasing and inventory.

Scaling & Growth

Growth Challenges: Excel spreadsheets, manual processes, and disconnected systems break down as volume increases.
Enterprise-Ready Platform:
  • Unlimited Scaling: Handle thousands of formulations, ingredients, batches
  • Multi-User Collaboration: Teams can work simultaneously without conflicts
  • Role-Based Access: Control who can see and edit what information
  • API Integration: Connect with existing ERP, accounting, e-commerce systems
  • Remote Access: Every team member can access the platform from anywhere office, lab, or production floor
  • Advanced Analytics: Business intelligence for data-driven decisions

Scales from startup to enterprise without platform changes or data migration.

How Batch Buddy Delivers Value:
  • Cost Visibility: See exactly what each formulation costs to produce
  • Time Savings: Eliminate manual spreadsheet calculations and paperwork
  • Inventory Control: Reduce waste with FIFO tracking and expiration alerts
  • Compliance Ready: Digital audit trails reduce inspection preparation time
  • Streamlined Workflow: One platform instead of multiple disconnected tools

Start Seeing Value Quickly

Most customers report meaningful improvements within the first month

Better visibility, reduced manual work, and fewer costly errors

SKU Management by Plan:
  • Formulator ($149/mo): Up to 100 formulations ideal for focused product lines
  • Professional ($349/mo): Unlimited formulations and SKUs for growing teams and larger catalogs
  • Manufacturer ($749/mo): COA module, quality suite, training records, yield anomaly detection
  • Enterprise ($1,499/mo): Unlimited formulations, SKUs, and team members with full API access + AI Copilot
  • Product Variant System: Create multiple SKUs from a single formulation (sizes, flavors, packaging, brands) on all plans
  • Multi-Brand Support: Perfect for contract manufacturing, private label, and multi-brand operations
  • Batch/Lot Tracking: Full 21 CFR Part 11-aligned tracking for every SKU variant through production and fulfillment
No Per-SKU Fees: You are never charged per formulation or per SKU your subscription includes all the formulations your plan allows, with no additional charges as your catalog grows.

Scale with confidence upgrade from Formulator to Professional when your catalog exceeds 100 formulations, with no data migration required.

Give your brand-owner clients their own secure dashboard:
  • Separate Login: Clients get their own accounts, completely separate from your team login
  • Order Visibility: Clients can check order status, production progress, and shipment tracking 24/7
  • Trade Secret Protection: Your formulations, costs, suppliers, and internal notes are never visible to portal users
  • Data Isolation: Each client sees only their own orders never another client's data
  • Easy Onboarding: Invite clients by email they receive a registration link (valid for 7 days) and create their own password
  • Team Control: Enterprise team owners can control which team members can invite portal clients

Availability: Enterprise = included. Professional = $49/mo add-on. Reduce client status calls by giving them self-service access.

Team Collaboration & Modern Features

Team Workspace Features:
  • Team Invitations: Add up to 5 team members on Professional, unlimited on Enterprise with role-based permissions
  • Shared Libraries: Everyone accesses the same ingredient database
  • Collaborative Formulations: Multiple people can edit and comment on formulations
  • Production Assignment: Assign production runs to specific team members
  • Activity Tracking: See who made what changes and when
  • Shared Updates: Changes made by any team member are immediately visible to the rest of the team on the next page load

Team features included on Professional ($349) and Enterprise ($1,499) plans. Perfect for R&D teams, production managers, and quality control specialists working together.

Customer Orders & Shipping:
  • Customer Database: Comprehensive customer management with order history
  • Order Processing: Create orders directly from your formulations
  • Production Linking: Connect orders to production runs for seamless fulfillment
  • Multi-Carrier Shipping: UPS, FedEx, USPS integration with rate shopping
  • Label Generation: Automatic shipping labels with tracking numbers
  • Order Tracking: Full visibility from order to delivery
  • Multi-Line Orders: Add multiple products to a single order each with its own SKU, quantity, unit price, and formulation link. Line totals and order subtotal calculate automatically
Transform Your Business: Go from just manufacturing to complete B2B operations with integrated customer management and shipping.

Customers typically reduce order processing time by 70% and eliminate shipping errors with automated label generation.

Mobile-First Design:
  • Responsive Interface: Works perfectly on phones, tablets, and desktops
  • Touch-Optimized: Large buttons and touch-friendly controls
  • Shop Floor Ready: Start production runs from your phone
  • Photo Uploads: Take pictures of lab reports and upload directly
  • Mobile Analytics: View cost reports and production data on mobile
  • Offline Viewing: Basic data cached for viewing without internet

No app download required - works in any modern mobile browser (Safari, Chrome, Firefox). Perfect for production managers who need access while on the manufacturing floor.

The Batch Buddy AI Copilot is an agentic manufacturing operator not just a chatbot that answers questions. It reads your live data, surfaces intelligence, and on Enterprise it executes actions across your entire manufacturing workflow in plain English. Every paid account includes it with no setup, no API keys, no configuration required.

Three Tiers of Capability:
  • Formulator Knowledge Layer: Answers how-to questions about the platform, explains FDA compliance requirements, and guides you through workflows using built-in documentation
  • Professional Intelligence Layer: Reads your live account data (formulations, inventory levels, ingredient costs, active production runs, pending orders) so every answer is specific to your actual operation not generic advice
  • Enterprise Execution Layer: Everything above, plus 14 confirmed write actions across your entire manufacturing workflow, triggered by plain-English commands
Enterprise Write Actions (the full list):
  • Create a formulation describe the product and ingredients; the copilot drafts the complete record with BOM
  • Update ingredient costs "update whey protein isolate to $4.20/kg" and it's reflected immediately across all formulations
  • Receive inventory log an incoming lot, quantity, and supplier without touching a single menu
  • Start a production run kick off a batch by formulation name or lot number from the chat interface
  • Complete a production run mark a run finished and record actual yield, all audit-logged automatically
  • Create purchase orders draft a PO to a supplier with line items, quantities, and expected costs
  • Quarantine a lot "Quarantine lot BB-2024-001" blocks the lot from production immediately with a full QC hold audit entry
  • Release a quarantined lot release from hold with a reason, fully logged to the audit trail
  • Manage ingredients add new ingredients, update specs, adjust reorder points
  • Inventory adjustments correct quantities, record waste, update expiration dates
Analytics & Intelligence What You Can Ask:
  • "What should I worry about today?" surfaces active stockout risks, overdue production runs, yield trend alerts, and cost drift flags in plain English
  • "Do I have enough [ingredient] to run [formulation]?" checks live inventory against BOM requirements and flags shortages before you start
  • "Why are my costs up this month?" analyzes ingredient cost changes across your formulations and identifies the specific drivers
  • "Which lots expire in the next 30 days?" pulls expiration data and prioritizes FIFO usage recommendations
  • "Show me yield trends for batch X" surfaces production efficiency data across recent runs of any formulation
  • "What's my current inventory value?" instant FIFO-calculated valuation across all ingredients
AI-Powered Document Processing:
  • Supplier COA Import: From a production run's Quality & COA section, upload any supplier Certificate of Analysis as a PDF or image the AI reads the document and extracts every test result (potency, purity, microbiological, heavy metals) into an editable preview table typically in under a minute, replacing 15–20 minutes of manual data entry. This is accessed via the production run page, not the chat window.
  • OCR Correction Tracking: Every field you correct before confirming is tracked in the audit trail with before and after values the original AI extraction is preserved as immutable evidence, satisfying FDA 21 CFR Part 11 data integrity requirements
Memory & Personalization:
  • Cross-Session Memory: Remembers your preferences, common ingredients, and workflows across conversations no repeating yourself session after session
  • Pinned Custom Instructions: Set permanent directives like "always use kg," "my default batch size is 5,000 capsules," or "I manufacture in a GMP-certified facility" that apply to every conversation automatically
  • Live Account Context: On Professional+, the copilot starts every conversation already knowing your formula count, low-stock alerts, pending orders, and active production runs
Every write action requires your explicit confirmation before it executes the copilot shows you a preview of exactly what it plans to do and waits for your approval. You stay in control; the AI eliminates the navigation, not the oversight.

Every action whether triggered by a human clicking a button or by the AI Copilot is automatically logged to the FDA 21 CFR Part 11 audit trail with a timestamp, user identity, and tamper-evident HMAC signature. Your compliance record stays complete and defensible even when your team is working entirely through the chat interface.

Most AI tools in manufacturing are consultative they analyze data and tell you what to do, then you do it manually. Batch Buddy's Copilot is agentic it both analyzes and executes, closing the loop from insight to action within a single conversation.

The Fundamental Difference:
  • Consultative AI (most tools): "You have a stockout risk on Vitamin C. You should create a purchase order." You then go find the PO screen, fill in the form, and send it manually
  • Agentic AI (Batch Buddy): "You have a stockout risk on Vitamin C want me to create a PO to your preferred supplier for 50 kg?" You say yes, it's done and logged
Built for FDA-Regulated Supplement Manufacturing Specifically:
  • Compliance-native: Every copilot action writes to the 21 CFR Part 11 audit trail automatically there's no separate compliance layer to maintain
  • Supplement-aware vocabulary: It understands COAs, EBRs, lot traceability, GMP, FIFO, and regulatory language out of the box no prompt engineering required
  • Document intelligence: It can read and extract data from supplier COAs (PDFs), not just query structured data a capability most ERPs don't have at any price
  • Separation of duties: FDA-required SoD rules are enforced at the platform level the person who generated a COA cannot approve it regardless of how they try to do so
What "Agentic" Means in Practice:
  • Type "Generate a COA for Lot BB-2024-042" → finished, audit-logged PDF in seconds
  • Type "Start production run for 500 kg of Product X" → run created, BOM consumed, team notified
  • Type "Quarantine lot BB-2024-019 failed micro test" → lot blocked, QC hold logged, compliant record created
  • Type "What's our cost per unit on Product X vs. last quarter?" → live cost analysis with variance breakdown
Bottom line: If your goal is to type a command and have a finished, audit-logged manufacturing action appear Batch Buddy is built specifically for that workflow. The AI isn't an add-on; it's a first-class operator with access to the same tools your team uses every day.

Yes in addition to the built-in AI Copilot for day-to-day users, the Enterprise plan includes a full REST API designed for developers, automation platforms, and custom AI agents.

What the API Gives You:
  • Full REST API: Read and write access to formulations, inventory, production runs, customers, and orders
  • Webhook Events: Real-time notifications when inventory runs low, orders arrive, or production runs complete
  • OpenAPI Schema: Machine-readable documentation so AI agents can auto-discover Batch Buddy's capabilities (MCP compatible)
  • Idempotency Support: Safe for automated systems to retry operations without creating duplicates
Popular External Agent Use Cases:
  • Auto-Reorder Agent: Monitors inventory and triggers purchase orders before you run out
  • Order-to-Production: Converts incoming orders into production runs automatically
  • Cost Optimizer: Analyzes ingredient costs across suppliers and flags margin opportunities
  • ERP Sync: Keeps Batch Buddy in sync with SAP, NetSuite, Dynamics 365, or any system with an API

Enterprise plan includes full API access with documentation, code examples, and integration guides for OpenAI, LangChain, n8n, Make, and custom frameworks.

Built-In Integrations:
  • QuickBooks Online: Bi-directional vendor and purchase order sync
  • Shopify: Sync finished goods to your Shopify store (early access product variants and SKU management)
  • Multi-Carrier Shipping: UPS, FedEx, USPS rate shopping and label generation via Shippo
  • Stripe: Subscription billing and payment processing
Enterprise API for Custom Integrations:
  • REST API: Full read/write access to connect any system
  • Webhooks: Event-driven notifications for real-time data flow
  • ERP Connectivity: Connect SAP, NetSuite, Dynamics 365, or any system with an API
  • AI Agent Ready: OpenAPI schema for automated discovery and agentic AI workflows

Connect everything - from accounting and e-commerce to AI automation and custom ERP systems, all from one platform.

Bi-Directional Sync via OAuth 2.0 No Manual Export/Import:
  • Connect Once: Authorize Batch Buddy to connect to your QuickBooks Online account from your settings page takes about 60 seconds
  • Vendor Sync: Suppliers in Batch Buddy sync bi-directionally with vendors in QuickBooks add a supplier in either system and it appears in both
  • Purchase Order Costs: Purchase order costs flow from Batch Buddy into QuickBooks automatically, keeping your books current without double-entry
  • No IT Required: The connection is entirely self-service no developer or IT team needed to set it up

Available on Professional and Enterprise plans. Once connected, the sync runs automatically you manage ingredients and suppliers in Batch Buddy and your financials stay current in QuickBooks.

Enterprise-Grade Infrastructure Security:
  • Encryption in Transit: All data is encrypted via HTTPS/TLS no data ever travels unencrypted
  • Encryption at Rest: Data is encrypted at rest in the database; sensitive fields use additional application-level encryption
  • Complete Data Isolation: Your account data is entirely separate from other customers no shared tables or cross-account data access is architecturally possible
  • Secure File Storage: COAs, lab reports, receipts, and document uploads are stored in encrypted cloud storage with presigned URLs files are never publicly accessible
  • Rate Limiting & Session Security: Rate limiting on all authentication endpoints, secure session management, and automatic session rotation on login
Privacy & Compliance:
  • GDPR & CCPA Compliant: Privacy policy covers data subject rights, data retention, and lawful basis for processing
  • FDA 21 CFR Part 11: Audit trails and tamper-evident records for regulated manufacturing environments
  • No Data Selling: Your formulations, production data, and business information are never sold, shared, or used for any purpose other than operating your account

Your trade secrets stay yours. Batch Buddy's architecture ensures no other user, employee, or system can access your proprietary formulation data.

Migration & Getting Started

The fear: Re-entering years of data into a new system. Manually typing ingredient names, costs, suppliers, and formula ratios one by one. Most people who evaluate new software never switch because the migration looks too painful.
Batch Buddy makes it straightforward with three dedicated CSV importers:
  • Formula Import: Upload a CSV of your formulas with ingredient names and quantities. Batch Buddy validates each row, uses fuzzy matching to find ingredients already in the system, and lets you preview everything before committing. Missing ingredients are flagged so you can add them or auto-create them on the spot.
  • Ingredient Library Import: Upload your full ingredient list with costs, suppliers, units, and nutritional data. The system validates formats, checks for duplicates, and shows a preview before importing. Every import is logged to the FDA audit trail.
  • Customer Import: Upload customer records with company names, contacts, and addresses. Column matching handles different spreadsheet formats, and duplicate detection prevents creating duplicate records.

Most manufacturers complete migration in a single afternoon. Export your spreadsheets as CSV, upload them, review the preview, and you're done.

Guided onboarding built into the product:
  • Progress Checklist: Your dashboard shows a step-by-step onboarding checklist: add your first ingredient, create your first formula, start a production run, and so on. Each step links directly to the relevant page so you never have to search.
  • Email Drip Campaign: During your trial, you'll receive a series of helpful emails with tips, workflows, and quick wins even on days you don't log in.
  • AI Help Chatbot: Ask the built-in assistant anything "how do I add an ingredient?" or "what's a production run?" and get an instant answer. No waiting for support tickets.
  • Demo Video: A guided demo video is sent immediately after signup, walking through real manufacturing workflows.

You won't be lost. The platform is designed so you can be productive on day one and fully operational within a week.

Operations & Fulfillment

Yes multi-lot fulfillment with FEFO ordering:

When you fulfill a customer order, Batch Buddy lets you pull from multiple finished goods lots. The system automatically suggests lots in First-Expiry-First-Out (FEFO) order, so the soonest-to-expire inventory ships first. Each lot used in the shipment is recorded in the FDA audit trail, maintaining full traceability from customer order back to the specific production runs and ingredient lots that went into it.

This is critical for contract manufacturers who need to prove to brand owners exactly which production batches went into each shipment and for recall readiness if any lot ever needs to be traced.

Product variant management built in:
  • Variants Per Formulation: Create variants for different sizes (60ct, 120ct, 240ct), flavors (vanilla, chocolate, unflavored), or dosage forms all tied to the same base formula.
  • Auto-Population: Variant records can be auto-generated from your formulation data, so you don't have to set up each SKU manually.
  • Shopify Sync: Variants sync directly to your Shopify store, so product options and inventory levels stay in sync across platforms.
  • SKU Tracking: Each variant gets its own SKU, pricing, and inventory tracking while sharing the underlying formula.

Available on all paid plans. Manage one formula, sell many products.

Yes labor tracking is built into the cost intelligence module:
  • Per-Run Tracking: Log labor hours and costs against specific production runs or formulations.
  • True Landed Cost: Your cost-per-batch and cost-per-serving calculations include labor, not just raw materials giving you accurate margins.
  • Profitability Analysis: See the full picture when comparing formulations or evaluating pricing: ingredient cost + labor + overhead = true cost.

Knowing your real cost per unit including the time your team puts in is the difference between thinking you're profitable and actually being profitable.

No your phone camera is the scanner:

Batch Buddy includes a browser-based barcode scanner that uses your phone or tablet camera. Point it at a batch number barcode and the system instantly looks up the lot in your inventory. No dedicated scanner hardware, no app install just open Batch Buddy on your phone and scan.

Works on any device with a camera. Your production floor team can scan barcodes from their personal phones or a shared tablet.

Yield Anomaly Detection & Profit Protection

The scenario worth avoiding: A bad ingredient lot enters your facility and makes it into five different batches over two weeks. Each batch yields a bit less than expected, but nobody connects the dots because the data is in separate spreadsheets. By the time you notice, you have lost raw materials, labor hours, and possibly shipped underweight product.
With Batch Buddy, the system catches it for you automatically.

Every time a production run is completed, Batch Buddy's Profit Protection Engine analyzes the actual yield against the historical baseline for that specific formulation. If the yield falls outside the expected range, it flags the batch immediately no manual review required.

  • Statistical z-score analysis: Compares each batch yield against the historical average for that formula flags results more than 1.5 standard deviations below the mean
  • Per-formula baselines: Each formulation has its own expected yield range, so a 90% yield on one product is not compared against a 70% yield product
  • Automatic severity levels: Deviations are classified as Warning (moderate dip) or Critical (major anomaly, more than 2.5 sigma below average)
  • Minimum 3 historical runs: The system requires enough data to establish a meaningful baseline before flagging no false alarms on your first batches

The real value: Problems are caught in hours instead of weeks. Available on Professional ($349/month) and Enterprise ($1,499/month) plans.

The real problem with bad ingredients: When a supplier sends a subpar ingredient lot, it does not affect just one batch. That lot gets used in multiple production runs across different formulations and each one underperforms. Tracing the common denominator manually requires pulling records from every batch, comparing ingredient lots, and hoping you have accurate data. Most manufacturers do not catch it until the financial damage is already done.
Batch Buddy does the detective work automatically.

When a yield anomaly is detected, the system immediately cross-references the ingredient lots used in that batch against your entire production history for that formulation. If the same ingredient lot appears in other low-yield batches, it is flagged as a suspect lot.

  • Automatic cross-referencing: Every ingredient lot used in the flagged batch is checked against all other batches that used the same lot
  • Shared lot identification: The system identifies which specific ingredient lots appear in multiple underperforming batches
  • Actionable output: The anomaly report tells you exactly which lots to investigate and which other batches may be affected

Instead of discovering the pattern weeks later during a quarterly review, you know about the suspect lot the moment the second bad batch finishes.

Every anomaly generates a timestamped investigation report that includes:
  • Batch details: Lot number, formulation, expected vs. actual yield, percentage deviation
  • Statistical analysis: Z-score, historical average, standard deviation the math behind the flag
  • Severity classification: Warning or Critical, so your team knows what to prioritize
  • Suspect ingredient lots: Any shared lots found across underperforming batches
  • Full audit trail: When the anomaly was detected, when it was reviewed, and by whom
21 CFR Part 11-aligned: These reports are part of your production record. If an FDA inspector asks why a batch yielded low and what you did about it, the answer is already documented with timestamps, data, and the investigation trail.

No manual report writing. The system generates the investigation report automatically the moment the anomaly is detected.

The AI Copilot is aware of your anomaly data and proactively surfaces it.
  • Dashboard alerts: Unread anomalies appear as a red alert card on your dashboard you see them the moment you log in
  • Chat widget banner: If there are unresolved anomalies, the Copilot greets you with a red alert so you do not miss it
  • Ask about anomalies: You can ask the Copilot questions like "What yield anomalies do we have?" or "Show me suspect lots" and it will pull the data for you
  • Context-aware analysis: The Copilot knows your anomaly summary and can help you reason through what to investigate next

The system does not just detect problems it makes sure you know about them. Enterprise plan users get the full proactive analysis integrated directly into the Copilot's context.

Pricing & Plans

Transparent, Value-Based Pricing:
  • 14-Day Free Trial: Try the Formulator plan free for 14 days (cancel anytime, no long-term commitment)
  • Formulator: $149/month - Core formulation and inventory management
  • Professional: $349/month - Team collaboration, advanced features, unlimited formulations
  • Manufacturer: $749/month - COA module, quality suite, training records, yield anomaly detection
  • Enterprise: $1,499/month - API access, unlimited team members, AI Copilot, priority support

No hidden fees: Setup and support included. Cancel anytime.

60-80% less expensive than traditional ERP or PLM solutions.

Enterprise-tier manufacturing platforms with comparable cryptographic audit trail controls — versioned HMAC signing, published canonical string specifications, independent verifiability — are typically reported in the five- to six-figure annual range. Batch Buddy delivers these same controls architecturally, not as a simplified version.

Our HMAC v3 cryptographic signing binds the complete data state, signer identity, role, signing timestamp, and report status into a single tamper-evident signature. We publish the full specification — including the canonical string format and version history — on our Trust & Security page. Any signed record can be independently verified.

To our knowledge, based on publicly available documentation as of April 2026, no comparable platform at this price point offers the same combination of versioned cryptographic signing, independent verifiability, and published specification transparency for recall drill records and electronic batch records.

Risk-Free Trial & Support:
  • 14-Day Free Trial: Try the Formulator plan free for 14 days (cancel anytime before trial ends, no long-term commitment)
  • Self-Service Import: Easy CSV import tools for your existing formulations and data
  • In-App Help: AI-powered help chatbot for quick answers
  • Documentation: Comprehensive help articles for all features
  • Email Support: Reach us at support@batchbuddy.ai all plans receive a response within 1 business day
  • Enterprise Priority: Enterprise plan customers receive same-business-day response for all support requests

Try the full platform risk-free and cancel anytime during your trial.

No contract. No cancellation fee. Cancel anytime.
  • Month-to-Month: All plans are billed monthly with no minimum commitment
  • Self-Service Cancellation: Cancel directly from your account settings no need to call or email
  • No Cancellation Fee: You are never charged a fee for cancelling
  • Annual Billing (Optional): Annual billing is available at a discount if you prefer to pay once per year, but it is never required
  • Prorated Refunds: If you cancel mid-month, you retain access through the end of your current billing period

No surprises. The goal is to earn your business every month, not to lock you in.

Your data is never deleted immediately:
  • Trial Ends Without Subscribing: Your account is paused and your data is retained you can reactivate at any time
  • Active Subscription Cancelled: Your data remains fully accessible for 30 days after cancellation so you can export everything
  • Data Export: CSV export is available for all core data formulations, ingredients, batch records, inventory history, production runs, and customer orders
  • No Data Hostage: We do not restrict data export or require a paid plan to download your own information

Your data belongs to you. We will never make it difficult to leave or take your data with you.

Ready to Solve These Challenges?

Join manufacturers who are streamlining their operations with Batch Buddy.

14-day free trial • Cancel anytime • Setup in under 24 hours