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
Most manufacturers are up and running within 24-48 hours:
- Day 1: Account setup, import existing formulations (CSV/Excel), configure basic settings
- Day 2: Add team members, set up suppliers, create first production run
- Week 1: Complete inventory setup, configure cost intelligence alerts
- Month 1: Full optimization with analytics, automation, and advanced features
- 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 an FDA 21 CFR Part 11 compliant 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.
- 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
Competitive Comparison & Migration
- Genesis R&D: Formulation software only ($2,400-$7,200/year)
- Batch Buddy: Complete PLM-ERP platform ($149-$1,499/month)
Better value: Complete platform starting at $149/month vs Genesis R&D's formulation-only solution at $200-$600/month.
- 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.
- 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
Customer support available if you have questions during the process.
- 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
Your formulations stay internal - customers only see finished product information, never raw formulation ratios or proprietary ingredients.
- 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
- 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.
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.
- FDA 21 CFR Part 11 Compliance: 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
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
- 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.
- 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.
- 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
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 Enterprise plan ($1,499/month), no add-on required.
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.
- 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
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.
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.
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
- Supplier COA storage: Store incoming COAs alongside your own so the full quality picture is in one place
- Complete audit trail: Every certificate is timestamped, attributed, and logged for regulatory inspections
Included in Enterprise ($1,499/month), with unlimited COA certificates. No separate add-on, no per-certificate fee.
- 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.
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.
- 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.
- 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
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 FDA-compliant labels in Label Buddy.
Inventory & Supply Chain
- 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: 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 marketplace uses a demand-driven model — you submit requests for ingredients you're actively sourcing, and Batch Buddy recruits verified suppliers based on real manufacturer demand. The result is a supplier network built around what manufacturers actually need.
Scaling & Growth
- 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.
- 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
- 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
- Enterprise ($1,499/mo): Unlimited formulations, SKUs, and team members with full API access + COA included
- 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 FDA-compliant tracking for every SKU variant through production and fulfillment
Scale with confidence — upgrade from Formulator to Professional when your catalog exceeds 100 formulations, with no data migration required.
Team Collaboration & Modern 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 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
Customers typically reduce order processing time by 70% and eliminate shipping errors with automated label generation.
- 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.
Yes — every paid account includes the AI Copilot, built directly into your dashboard. No setup, no API keys, no configuration. Just click the help bubble and start asking questions.
- Formulator: Answers how-to questions about the platform using built-in documentation — great for getting up to speed quickly
- Professional: All of the above, plus reads your live account data — your formulations, inventory levels, ingredient costs — so answers are specific to your operation
- Enterprise: All of the above, plus five confirmed write actions you can trigger by simply asking in plain English
- Create a formulation — describe the product and the copilot drafts the record
- Update an ingredient cost — say "update whey protein to $4.20/kg" and it's done
- Receive inventory — log a new lot and quantity without navigating menus
- Start a production run — kick off a batch by name from the chat
- Complete a production run — mark a run finished with actual yield, also from the chat
Every action is automatically logged to the FDA 21 CFR Part 11 audit trail with a timestamp and e-signature, so your compliance record stays complete even when working through the AI.
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.
- 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
- 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.
- 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
- 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.
- 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.
- 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 AWS S3 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
- 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.
Pricing & Plans
- 14-Day Free Trial: Full access to all features (cancel anytime, no long-term commitment)
- Formulator: $149/month - Core formulation and inventory management
- Professional: $349/month - Team collaboration, advanced features, unlimited formulations
- Enterprise: $1,499/month - API access, unlimited team members, priority support, COA & EBR included
No hidden fees: Setup and support included. Cancel anytime.
60-80% less expensive than traditional ERP or PLM solutions.
- 14-Day Free Trial: Full access to all features (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: Customer support available when you need it
Try the full platform risk-free and cancel anytime during your trial.
- 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.
- 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