What Toolio does

Toolio is an AI-powered retail merchandise planning platform, founded in 2019 and headquartered in Brooklyn, New York, that targets fashion, apparel, and omnichannel retail brands. The platform combines three core modules — Merchandise Planning, Assortment Planning, and Allocation — with supporting capabilities including Open-to-Buy & Inventory Management, In-Season & Pre-Season Planning, Core & Seasonal Line Planning, and Localization & Cluster Planning. Underlying technology includes proprietary ML-based Tournament Forecasting that selects the best-performing statistical or ML model per customer data pattern, automated ML-driven store clustering, an Events Detection module for promotions and anomalies, a Forecast Confidence Score derived from weekly backtesting, and a Redistribution Engine that ranks store-to-store and DC-to-DC transfers by excess, shortfall, and potential lost sales.

The product surface extends into generative AI through Tooli, a public-beta AI planning assistant that supports plain-English queries, conversation history, and reusable Skills (slash commands) across the planning modules, with model selection between Anthropic Claude and Azure OpenAI at the tenant level. A Toolio MCP Server exposes authenticated planning data to AI clients such as Claude, Cursor, and Claude Code, and an API layer supports headless regression and end-to-end testing. Integrations cover ERP, POS, and e-commerce platforms via API, SFTP, or scheduled exports, with documented NetSuite and Intercom (customer support) partnerships.

Toolio operates a B2B SaaS subscription model sold through enterprise field sales with quote-based pricing and 'Speak to an Expert' CTAs; the company does not publicly disclose pricing and Tooli is currently bundled at no extra cost while in beta, with a freemium model planned at general availability. GTM is enterprise-focused on fashion, apparel, and digital-native brands, and the company reports 100+ brand customers including Peloton, Shinola, Mackage, Kuiu, Bombas, Knix, Fleet Feet, Filson, AKA Brands, Weezie Towels, Boll & Branch, Stio, McGee & Co., and Hunter Bell. The company has raised approximately $10.275M in total disclosed funding ($2.275M seed in March 2019 and $8M Series A led by Jump Capital in October 2021) and is privately held with no parent entity identified.

Name

Toolio

Legal name

Toolio

Website

https://toolio.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Toolio is an AI-powered retail merchandise planning SaaS platform serving fashion, apparel, and omnichannel brands with forecasting, assortment planning, allocation, and an AI planning assistant, sold through enterprise field sales to 100+ customers.

Ownership category

akta.pro rank

Product category

Retail Merchandise Planning Software

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

akta.pro secondary industry

Model Development & Training Platforms (AutoML, Notebooks, Feature Stores) (HDAEANAB)

Keywords

• Merchandise planning software
• Retail inventory optimization
• Assortment planning platform
• AI demand forecasting
• Store allocation software

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Cloud-based software platform offered as subscription service. Toolio is configurable to match customer hierarchy and business rules, with teams onboarded within months instead of years-long implementation projects.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels9 records

Core offering

Toolio is an AI-powered retail merchandise planning SaaS platform that enables fashion, apparel, and retail brands to forecast demand, plan assortments, and allocate inventory across stores and DCs. The platform combines proprietary forecasting and redistribution AI with configurable merchandise, assortment, allocation, and open-to-buy workflows so planning, merchant, and allocation teams can collaborate in a single system and act on inventory in-season.

Product overview

Toolio is an AI-Powered Merchandise Planning Software platform combining AI and intuitive design for collaborative retail merchandise planning, accurate forecasts, and intelligent inventory optimization. The platform consists of three core modules: Merchandise Planning (for forecasting, budgeting, and optimizing merchandise plans), Assortment Planning (for visualizing and refining buying with core and seasonal product planning), and Allocation (for automatically distributing and replenishing inventory). Key AI features include Tooli (an AI planning assistant with conversational interface and reusable Skills), Forecast Confidence Score (for evaluating forecast reliability), and Events (for demand-impacting signal detection). Additional capabilities include Open-to-Buy & Inventory Management, In-Season & Pre-Season Planning, Core & Seasonal Line Planning, Localization & Cluster Planning, and Recommended Transfer/Redistribution Orders. The platform is designed for brands, retailers, global enterprises, and omnichannel operators, and integrates with major ERP, POS, and e-commerce platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Merchandise Planning Core Toolio module that lets retail planning teams forecast demand, build budgets, and optimize merchandise plans with configurable workflows and AI-driven forecasts tailored to category, market, and goal.
• Assortment Planning Core Toolio module that visualizes and refines buying for the optimal item mix, enabling planning teams to plan core and seasonal products together in a single workflow with localization and similar-choice exploration.
• Allocation Core Toolio module that automatically distributes, replenishes, and maximizes inventory with configurable allocation strategies, recommended transfer orders, and recommended redistribution orders across stores and DCs.
• Toolio Platform AI-powered retail merchandise planning platform combining AI and intuitive design to deliver collaborative merchandise planning, accurate forecasts, and intelligent inventory optimization for brands, retailers, global enterprises, and omnichannel operators.
• Tooli AI Planning Assistant Conversational AI planning assistant that lets retail planning teams query Merchandise Plan, Assortment Plan, Item Plan, and Allocation data in plain English, run reusable Skills (slash commands), and take write actions on Allocation; backed by Anthropic Claude and Azure OpenAI.
• Toolio MCP Server Model Context Protocol server that lets external AI clients and agents authenticate via API keys and query live Toolio planning data, enabling AI-driven workflows and headless testing.
• Open-to-Buy & Inventory Management Module that lets planning teams track inventory, receipts, and purchase orders in-season to maintain optimal stock levels and healthy margins, with configurable OTB metrics across AUC, AUR, Margin, Cost, Retail, Ticket, and Units.
• In-Season & Pre-Season Planning Module that lets planning teams set, track, and adjust plans with pre- and in-season views, including plan seeding, forecasting and re-trending, and scenario modeling.
• Core & Seasonal Line Planning Module that lets planning teams plan core and seasonal products together in a single workflow, align assortments with financial and sales goals, and roll up in real time.
• Localization & Cluster Planning Module that tailors product assortments by region, size, or demographics with automated machine-learning clustering, configurable clustering, cluster overrides, and location attribute management.
• Scalability (Enterprise Platform Tier) Enterprise-grade platform capability supporting large data volumes, complex hierarchies, and multi-level planning for global enterprises and omnichannel operators.

Quantifiable outcome

• 2-3% margin improvement
• +9 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature8 records

Partnerships

Four partnerships are on record, tiered core.

• NetSuitecoreTechnology or IntegrationNetSuite integration listed as most viewed article in Help Center, indicating significant customer adoption. Integration allows seamless data flow between NetSuite ERP and Toolio merchandise planning platform.
• IntercomcoreTechnology or IntegrationIntercom powers customer support chat functionality within Toolio. Support team is accessible via In-App Chat powered by Intercom, with chatbot 'Fin' handling straightforward questions.
• Anthropic ClaudecoreTechnology or IntegrationClaude AI model available as option for Tooli AI assistant, depending on tenant configuration. Also supports Azure OpenAI.
• Azure OpenAIcoreTechnology or IntegrationAzure OpenAI model available as option for Tooli AI assistant depending on tenant configuration. Also supports Anthropic Claude.

Scale indicators18 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Blue Yonder: Blue Yonder (owned by Panasonic) is the largest dedicated retail merchandise planning and supply chain platform, serving many of the same fashion and apparel enterprises that Toolio targets. Comparable because it offers merchandise planning, assortment, allocation, and forecasting, but as part of a much broader end-to-end suite.
• Anaplan: Anaplan is a large enterprise planning platform used by retailers for merchandise, assortment, and financial planning. Comparable on planning workflows but horizontal across functions, whereas Toolio is vertically specialized for fashion/apparel merchandising.

Direct peers

• o9 Solutions: o9 Solutions is an AI-native integrated planning platform covering demand sensing, merchandise planning, and supply chain for retail and consumer brands. Directly comparable to Toolio on AI-driven forecasting and configurability, with a similar enterprise SaaS go-to-market.
• Algonomy: Algonomy (formerly Manthan/RichRelevance) provides AI-driven merchandising, assortment, and personalization for retail and fashion brands. Directly comparable on retail AI merchandising workflows targeting the same fashion/apparel buyer profile.
• Aptos: Aptos (formerly Epicor Retail) sells merchandise planning, allocation, and store operations software for specialty and apparel retailers. Directly comparable on apparel-vertical planning and allocation workflows.
• ToolsGroup: ToolsGroup provides AI-driven demand forecasting, inventory optimization, and replenishment for retail and consumer goods. Comparable on the forecasting and inventory optimization layer that underpins Toolio's Allocation module.
• RELEX Solutions: RELEX Solutions offers unified retail planning, forecasting, and inventory optimization for fashion and grocery retailers. Comparable on AI-driven retail planning and replenishment workflows targeting omnichannel merchants.
• Board International: Board International provides an enterprise planning platform combining BI, forecasting, and financial/merchandise planning. Comparable on unified planning workflows with a configurability and AI narrative similar to Toolio's.

Emerging players

• EDITED: EDITED provides retail market intelligence and competitive benchmarking for fashion/apparel brands. Adjacent rather than fully overlapping — useful for assortment and pricing decisions but does not cover core merchandise financial planning or allocation.
• StyleSage: StyleSage offers competitive assortment, pricing, and product analytics for fashion and apparel retailers. Adjacent competitor — overlaps with Toolio on assortment intelligence but does not own merchandise financial planning.

Market position

Weaknesses4 records

Competitive moat4 records

Key risks3 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCbXKOu80RFs72h96coGE0Yw
• LinkedInlinkedin.com/company/toolio-retail
• Xx.com/toolioretail

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds2 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Toolio