OTB Financial Controls

Spend with discipline

Spend with discipline

Stop buying in a silo. Tightly integrates your financial budget directly into the replenishment workflow—giving you a live "check engine light" that ensures every Purchase Order aligns with your financial targets before it is committed.

Stop buying in a silo. Tightly integrates your financial budget directly into the replenishment workflow—giving you a live "check engine light" that ensures every Purchase Order aligns with your financial targets before it is committed.

See OTB in Action

Tightly software seasonality analysis showing low stock of SKU #BH-004-9Z bucket hat, recommending replenishment of 120 units based on current vs last year sales data.
Tightly software seasonality analysis showing low stock of SKU #BH-004-9Z bucket hat, recommending replenishment of 120 units based on current vs last year sales data.
Budget Discipline

Reconcile the "Want" vs. the "Have"

Merchandising buys units; Finance manages dollars. Tightly bridges the gap, embedding financial constraints directly into the ordering workflow to prevent variance before it happens.

Budget Discipline

Reconcile the "Want" vs. the "Have"

Merchandising buys units; Finance manages dollars. Tightly bridges the gap, embedding financial constraints directly into the ordering workflow to prevent variance before it happens.

Real-Time Impact.

As you build a PO, Tightly subtracts the value from your "Open" budget immediately. No lag, no spreadsheet reconciliation required.

Real-Time Impact.

As you build a PO, Tightly subtracts the value from your "Open" budget immediately. No lag, no spreadsheet reconciliation required.

Prevent Overspend.

The budget is the hard constraint. If a proposed order exceeds the category limit, the system flags it instantly, forcing a strategic trade-off.

Prevent Overspend.

The budget is the hard constraint. If a proposed order exceeds the category limit, the system flags it instantly, forcing a strategic trade-off.

Planned vs. Actual.

View your current inventory position against the financial plan side-by-side. Know instantly if you are chasing sales or managing liability.

Planned vs. Actual.

View your current inventory position against the financial plan side-by-side. Know instantly if you are chasing sales or managing liability.

Optimized Cuts.

If budget is tight, the system identifies the lowest-velocity SKUs to cut from the order, preserving cash without sacrificing your best-sellers.

Optimized Cuts.

If budget is tight, the system identifies the lowest-velocity SKUs to cut from the order, preserving cash without sacrificing your best-sellers.

The Workflow

From spreadsheet to system

Move from retroactive variance reporting to proactive spend control.

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The Live Check

You shouldn't have to leave the replenishment screen to check the budget. Tightly embeds the OTB calculator into the ordering workflow. As you build the PO, the "Budget Remaining" bar updates in real-time, enforcing the financial limit at the point of purchase.

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The Live Check

You shouldn't have to leave the replenishment screen to check the budget. Tightly embeds the OTB calculator into the ordering workflow. As you build the PO, the "Budget Remaining" bar updates in real-time, enforcing the financial limit at the point of purchase.

Bento Grid Image
The Live Check

You shouldn't have to leave the replenishment screen to check the budget. Tightly embeds the OTB calculator into the ordering workflow. As you build the PO, the "Budget Remaining" bar updates in real-time, enforcing the financial limit at the point of purchase.

Bento Grid Image
The Guardrail

If a buyer attempts to finalize a PO that exceeds the monthly allowance, Tightly triggers a validation error. This forces a conversation—or an approval request—before the liability is created.

Bento Grid Image
The Guardrail

If a buyer attempts to finalize a PO that exceeds the monthly allowance, Tightly triggers a validation error. This forces a conversation—or an approval request—before the liability is created.

Bento Grid Image
The Reconciliations

Overspent on Outerwear? Tightly allows you to shift unused budget from Accessories or cut the bottom 20% of recommendations to align the "Unit Need" with the "Dollar Limit."

Bento Grid Image
The Reconciliations

Overspent on Outerwear? Tightly allows you to shift unused budget from Accessories or cut the bottom 20% of recommendations to align the "Unit Need" with the "Dollar Limit."

Visibility

Contextual Visibility

When you are deep in the weeds of SKU-level reordering, it's easy to lose sight of the big picture. Tightly displays your "Planned vs. Actual" receipt totals right alongside your order draft.

Live Variance

Instantly see the dollar gap between your calculated Unit Need and your Financial Allowance for the month.

Category Drill-Down

See exactly which categories are driving the overspend (e.g., "Outerwear is 110% to plan") without leaving the screen.

Transactions List
Transactions List
Tightly inventory software account balance graph with $5,630 shown and a limit reminder toggle.
Tightly inventory software account balance graph with $5,630 shown and a limit reminder toggle.
Control

The Guardrail Check

The budget is your North Star. Tightly acts as the enforcer. You can configure "Hard Stops" (blocking the PO) or "Soft Warnings" (requiring manager approval) based on your governance rules.

Approval Workflows

Automatically route over-budget POs to the Finance Director for digital sign-off before they can be sent to the vendor.

Threshold Logic

Set specific tolerances (e.g., "Allow up to 5% overspend") to give buyers flexibility while maintaining control.

Intelligence

Intelligent Trade-Offs

When the "Want" exceeds the "Have," you need to make cuts. Tightly helps you make the right cuts. Instead of slashing the whole order by 10%, we identify the specific SKUs that can be dropped with the least impact on revenue.

ABC Protection

Automatically lock your "A-Grade" items so budget cuts only remove low-margin or slow-moving "C-Grade" stock.

Margin Impact

See the projected margin loss of any budget cut instantly, so you understand the cost of saving cash.

Apollo Visa virtual cards in white and black designs with contactless payment symbol
Apollo Visa virtual cards in white and black designs with contactless payment symbol

Deployed and loved by retailers & brands

Deployed and loved by retailers & brands

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Simulate your efficiency potential

Don't just analyze history, simulate a better one.

Connect to Tightly to reveal the efficiency hiding in your past performance. We map your actual results against an optimized scenario to show where your capital was trapped, how much faster you could have turned that stock, and the ideal inventory balance required to hit your targets.

Get your assessment

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Simulate your efficiency potential

Don't just analyze history, simulate a better one.

Connect to Tightly to reveal the efficiency hiding in your past performance. We map your actual results against an optimized scenario to show where your capital was trapped, how much faster you could have turned that stock, and the ideal inventory balance required to hit your targets.

Get your assessment