What Valogix does

Valogix is a privately held US software company founded in 1988 that builds cloud-based inventory planning and optimization software for small and mid-sized businesses. Its flagship product, Valogix Inventory Planner, automates demand forecasting, replenishment, and multi-echelon supply chain optimization using proprietary algorithms, with native integrations to NetSuite, SAP Business One, Oracle ERP, and SAP HANA. The company's technical differentiator is its Distribution & Manufacturing Requirements Planning (DMRP) approach, which replaces the uniform-usage assumptions of conventional MRP/DRP modules with demand-driven planning across distribution centers, warehouses, and retail nodes. Customers operate in vertical segments including wholesale distribution, manufacturing and assembly, retail, automotive spare parts, aftermarket service/MRO, campus bookstores, and dealer/franchise networks.

The company makes money primarily through annual SaaS subscriptions priced against customer inventory value and planning complexity, layered with implementation, training, and configuration professional services. A channel partner referral program pays commissions on referred subscription revenue, and Valogix is co-sold through the NetSuite SuiteApp marketplace and SAP Business One partner channels globally. Go-to-market is sales-led, with a direct enterprise team for larger accounts, inside sales for mid-market, and partner-led inbound for smaller deals. In October 2025, Valogix launched an AI add-on module, Valogix Insight – AI, that introduces explainable, natural-language forecasting, and a forthcoming Replenishment Analyzer slated for 2026, signaling the first material price-tier extension beyond core SaaS subscriptions.

Valogix is privately held, self-funded, and operationally lean (11–50 employees) with headquarters in Glens Falls, NY. There is no disclosed external investor base, no M&A history, and no parent-subsidiary relationships. The customer base spans hundreds of organizations ranging from small businesses to multi-billion-dollar enterprises, with selective public references spanning healthcare (Sunset Healthcare, Talar Made), distribution (Global Link, Industrial Commodities, Bruder Toys America), manufacturing (Fairview Fittings, Legend Valve), digital security (Inhep Digital Security), and laboratory equipment (CamLab).

Name

Valogix

Legal name

Valogix LLC

Website

https://valogix.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Valogix is a privately held US SaaS company, founded in 1988, that sells cloud-based inventory planning and optimization software to small and mid-sized businesses across wholesale distribution, manufacturing, retail, and spare parts industries, with native integrations to NetSuite, SAP Business One, Oracle, and SAP HANA.

Ownership category

akta.pro rank

Product category

Inventory Planning Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Distribution & Wholesale ERP (Inventory, Order, Warehouse) (HDAEAEAC)

akta.pro secondary industry

Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

Keywords

• Inventory planning software
• Demand forecasting
• Replenishment optimization
• Supply chain planning
• ERP inventory integration

Headquarters

HQ city

Saratoga Springs

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, Operations, Infrastructure

Revenue model

1. Software Subscription (SaaS): Cloud-based software subscription model for Valogix Inventory Planner. Includes Valogix Insight AI capabilities. Pricing based on inventory value and complexity. Customers receive automated forecasting, replenishment planning, and optimization features.
2. Professional Services: Implementation services for complex manufacturing, distribution, and supply chain requirements. Training services with customized sessions for new users and advanced configurations. Configuration changes for new warehouses, supply chain, or workflow modifications. Custom report design and delivery.
3. Partner Referral Commissions: Channel partners earn commission on yearly subscription fees for each referred customer. Part of the partner program incentive structure.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels8 records

Core offering

Valogix develops and sells cloud-based inventory planning and optimization software that automatically forecasts demand, plans replenishment, and optimizes inventory levels across multi-echelon supply chains. The platform integrates natively with major ERP systems (NetSuite, SAP Business One, Oracle, SAP HANA), extracts transaction data, runs it through Valogix's proprietary DMRP planning engine, and allows users to review and submit purchase, transfer, or production orders directly back into the ERP.

Product overview

Valogix offers a unified inventory planning and optimization platform centered on the Valogix Inventory Planner core product. The portfolio includes two ERP-specific integration modules—Valogix for SAP Business One and Valogix for NetSuite—that provide native connectivity to these ERP systems. A new AI add-on called Valogix Insight – AI brings transparent, explainable forecasting powered by generative AI. Professional Services support implementation, training, and custom development. The architecture combines a single cloud-based platform with specialized modules for different ERP environments and an optional AI layer.

Differentiator

Problem solved

Functional benefit

Brands

• Valogix Insight: AI-powered forecasting capability that provides transparent, explainable predictions by evaluating historical patterns, seasonal trends, and data variability.
• Valogix Inventory Planner
• Valogix DMRP Inventory Planner

Products and services

• Valogix Inventory Planner Cloud-based inventory planning and optimization software that automatically forecasts demand, plans replenishment, and optimizes inventory levels across multi-echelon supply chains. Integrates demand, distribution, manufacturing, and replenishment planning into a single solution for SMB and mid-market companies using ERP systems.
• Valogix Insight – AI AI-powered forecasting add-on that provides transparent, explainable insights into forecast decisions. Evaluates historical patterns, seasonal trends, and data variability to explain forecast method selection and calculations in user-friendly language.
• Valogix for SAP Business One Native ERP integration module that delivers Advanced Inventory Planning and Optimization to SAP Business One users. Interfaces directly with SAP Business One, allowing users to review and submit Purchase Orders, Production Orders, and Transfer Requests.
• Valogix for NetSuite Native ERP integration module for NetSuite users. Extracts key data from NetSuite, runs it through Valogix's proprietary planning engine, and allows users to submit purchase, transfer, or work orders directly into NetSuite.
• Professional Services Implementation, training, configuration, and custom report services for Valogix Inventory Planner, covering new user training, advanced configurations, configuration changes for new warehouses and supply chains, and custom report design and delivery.

Quantifiable outcome

• Reduce inventory investment by up to 40%
• +9 more outcomes

Named customers11 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core.

• SAP Business OnecoreTechnology or Integration · 1 January 2004Since 2004, companies and partners worldwide have made Valogix a top choice for delivering advanced inventory planning and optimization to SAP Business One. Valogix interfaces directly with SAP Business One and provides seamless integration where users can review and submit recommended Purchase Orders, Production Orders, or Transfer Requests.
• NetSuitecoreTechnology or IntegrationValogix Inventory Planner seamlessly integrates into NetSuite, providing automated forecasting, replenishment planning, and optimization. Key data elements are extracted from NetSuite and run through Valogix's proprietary planning engine, generating forecasts, re-order points, and replenishment plans. Users can review plans and submit orders directly into NetSuite.
• ERP PartnerscoreTechnology or IntegrationValogix is a global partner with some of the world's leading ERP providers including NetSuite and SAP. The software integrates with Oracle and SAP HANA ERP systems as well.
• Valogix Partner ProgramcoreChannel Partner/ Reseller/ DistributorPartner program offers referral commissions on yearly subscription fees, exclusive sales and marketing materials, demo instance access, and support from implementation and supply chain knowledge teams. Partners can increase sales and improve customer retention by referring Valogix solutions.

Scale indicators13 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• ToolsGroup: ToolsGroup specializes in inventory optimization and demand sensing, including DMRP-adjacent approaches and multi-echelon planning, putting it in direct competition with Valogix's core DMRP and forecasting capabilities.
• RELEX Solutions: RELEX provides AI-driven supply chain and inventory planning/optimization for retail, distribution, and manufacturing—directly overlapping Valogix's core use cases of demand forecasting, replenishment, and multi-echelon optimization.
• Cin7: Cin7 is a cloud inventory management and planning platform for small and mid-sized product businesses—directly competing with Valogix in the SMB/mid-market inventory optimization category.

Broad incumbents

• E2open: E2open delivers end-to-end supply chain management, including demand and supply planning and inventory optimization across multi-tier networks, competing with Valogix in distribution and manufacturing inventory planning use cases.
• Blue Yonder: Blue Yonder (formerly JDA) is a leading end-to-end supply chain planning platform spanning demand, inventory, and replenishment—overlapping Valogix functionally but serving larger enterprise customers with a much broader portfolio.
• Kinaxis: Kinaxis offers concurrent supply chain planning (Maestro) including demand planning, inventory optimization, and supply planning—an incumbent competitor in the same functional category as Valogix, though typically at enterprise scale.
• NetSuite (Oracle) Planning & Inventory Modules: Oracle NetSuite includes native inventory and demand planning modules and is Valogix's primary integration partner. As NetSuite expands native capabilities, it represents both Valogix's largest distribution channel and its most direct platform competitor.
• Manhattan Active Supply Chain: Manhattan Associates offers a broad supply chain and inventory planning suite used by distribution and manufacturing customers—the same verticals Valogix targets—making it a broad incumbent competitor.
• SAP Integrated Business Planning (IBP): SAP IBP is the native ERP-vendor supply chain planning suite. As Valogix explicitly positions itself as enhancing SAP Business One and SAP HANA, SAP IBP is a structural incumbent threat to Valogix's add-on value proposition.

Emerging players

• o9 Solutions: o9 provides AI-driven integrated planning (demand, supply, inventory) on its 'Digital Brain' platform, competing with Valogix's forecasting and replenishment positioning, especially in mid-market and enterprise segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/valogix
• LinkedInlinkedin.com/company/valogix-llc
• Facebookfacebook.com/valogix-inventory-planner-317492121641069

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Valogix