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Episode 350: Inside commonsku's Platform Revolution with Charlie Moscoe

Written by Ritika Chhikara | Oct 10, 2025 2:41:45 PM

 

What if your finance team could reclaim dozens of hours every month? What if product discovery happened before you even clicked search? What if your presentations built themselves from templates your best rep designed once?

commonsku is in the middle of its most aggressive development cycle ever, and Charlie Moscoe, VP of Product,  joins Bobby to unpack what's shipping now, what's coming next, and why these changes matter more than any update the platform has ever released.

This isn't about incremental improvement. This is about reimagining the entire distributor workflow—from how you handle payments to how AI learns what your clients actually buy.

Finance Automation: Getting Your Time Back

The Complete Finance Rebuild

Charlie reveals commonsku's ambitious infrastructure project: a complete overhaul of the finance system. This includes rebuilt integrations for QuickBooks, Xero, and other accounting platforms, plus an entirely new interface for invoices, bills, credit memos, and vendor credits.

Two Game-Changing Features

  • Flexible Payment Processing

Configure how you handle payment processing globally or project-by-project—you decide whether to absorb the cost or pass it through to clients.

Clients can also choose to pay by credit card or by ACH for lower costs on both sides. You control the terms, they choose the method.

  • Automatic Bill Matching with Connected+ Suppliers

This will change everything. When bills arrive from Connected+ suppliers through PromoStandards, commonsku will automatically pulls them in and matches them against purchase orders.

For orders where everything aligns perfectly? One button push completes the reconciliation.

Charlie's team discovered bill reconciliation ranks among the biggest time sinks on the platform. Large distributors have teams spending human-months on this work annually. The automation tackles simple cases first—perfect matches—so your finance team can focus on discrepancies that actually need human judgment.

Presentation Tools: Design Once, Deploy Everywhere

From Beta to Breakthrough

The updated presentations feature spent over a year in beta—unusually long for commonsku. The reason? The initial version delivered beautiful, interactive presentations using shop layouts, but required extensive setup work for every single presentation.

The Templating Solution

commonsku built a templating system that rolled out first for shops, then presentations. Now your most design-forward team members create presentation templates once, and everyone deploys them across all projects.

Forty new distributors just joined the beta with this templating capability, and it's rapidly becoming the preferred method for building commonsku presentations. The flexibility lets you bring brand storytelling and visual polish to client proposals without rebuilding from scratch every time.

 

Key Benefits:

  • Use any shop layout as a presentation foundation
  • Save and reuse design templates across your team
  • Maintain brand consistency across all client proposals
  • Eliminate repetitive design work

Want early access? Join the beta program through the skummunity Forum and help shape
features before they launch platform-wide.

AI Product Discovery: Smarter Than Keywords 

How AI Recommendations and Connected+ Search Work

AI Recommendations and Connected+ Search launched to all commonsku users, operating on two intelligent levels.

Level 1: Personalized Search Results

When you search products from Connected+ suppliers, the AI considers your client's historical buying patterns. Focus heavily on sustainability? Consistently order from specific suppliers? Search results reflect those preferences automatically.

This isn't keyword matching—it's pattern recognition based on what your business actually sells.

 

Level 2: Project-Specific Recommendations

The system analyzes:

  • Client's past purchases with you
  • Project details (name, type, industry)
  • Historical buying patterns
  • Budget and brand alignment

Instead of generic suggestions, you see products the client has actually bought before or options that fit their documented preferences.

 

Real-World Example

Beta testing showed impressive contextual awareness: a beach party for an insurance company prompted recommendations for sunscreens and phone protectors. The AI understood both the event type and the industry to make relevant suggestions.

 

Built on Connected+ Foundation

Both features work exclusively with Connected+ suppliers (now 13 and growing), ensuring seamless workflow from discovery through ordering across Presentations, Estimates, and Sales Orders.

 

Your Data Stays Secure:
commonsku maintains SOC 2 accreditation. All AI work happens within secure parameters, and your distributor data never trains third-party machine learning systems.

Experience AI-powered search today. Log into commonsku and try Connected+ Search on your next project to see personalized recommendations in action.

Platform Performance: Built for Scale

Why Performance Became Priority

Distributor businesses are growing. Individual projects are expanding. Data volumes are multiplying. Some distributors now run reports referencing millions of line items, and certain platform areas started taking twice as long to load as commonsku's internal standards allow.

 

The Two-Part Solution

  • Dynamic Scaling Architecture

Migration to servers that automatically spin up additional capacity when system load increases. No more slowdowns during peak usage.

  • Targeted Performance Improvements

Specific optimization on application areas where large orders or years of platform history create bottlenecks.

 

Team Growth Enables Progress

Charlie notes the development team doubled over the past year—from 10 to over 20 engineers. This scale allows simultaneous work on performance optimization and new feature development. Speed and innovation happen in parallel, not in sequence.

Advanced Tier: Growth Intelligence

Potential Repeat Order Report (Launching October)

An evolution of the existing dashboard tile with dramatically enhanced capabilities:

What It Does:

  • Highly configurable, exportable, savable reporting
  • Identify orders ready for reorder by client, tag, or time period
  • Filter by project type, date range, or custom criteria

Why It Matters—The Actions Column:

  • Create projects directly from the report
  • Generate tasks for rep follow-up
  • Dismiss orders that aren't genuine reorder candidates

This transforms dormant historical data into actionable growth intelligence for sales reps.

Advanced tier customer? The Potential Repeat Order Report launches in October. Check the skummunity Forum for the announcement and early access details. 

Enterprise Integration: Supporting Complex Operations

New API Endpoints This Fall

E-Commerce Integration
Connect any third-party e-commerce site to commonsku with new endpoints designed for flexibility and scalability.

Custom Product & Inventory Management
Built for warehouse management systems (WMS) as distributors scale into fulfillment operations or 3PL partnerships.

Split-Ship Taxes with Avalara

This feature deserves special attention. Built in partnership with Avalara and tested up to 100,000 orders, it handles shipping address-based taxes for massive drop-ship programs.

Use Case:
Tax nexus in multiple states + one client project shipping to 100,000 locations = commonsku manages that complexity automatically.

Bonus: While Enterprise teams built it for large distributors, it launches as an Advanced-level feature, helping smaller distributors with nexus in five or ten states manage multi-state billing scenarios.

Running complex drop-ship programs? Learn how Enterprise features can support your scaling operations and eliminate manual tax calculations.

The AI Roadmap: Four Stages of Evolution

Charlie outlined commonsku's AI philosophy across four development stages:

Stage 1: Insight & Access (Live Now)

Targeted workflow tools like Connected+ AI search. Provides data access and human-actionable insights.

Stage 2: Automated Actions (Coming Soon)

AI takes non-destructive actions automatically. Background processes creating tasks for potential reorders or flagging cross-sell opportunities reps might miss.

Stage 3: Problem Prevention (In Development)

AI catches issues before they escalate. Example: orders where missing proof approval will force unnecessary rush fees, prompting action before problems occur.

Stage 4: Operational Automation (Future, Always Optional)

AI assumes routine operational roles to free human capacity. Bookkeeping bots, order management bots—handling repetitive tasks so your team focuses on complex problems and growth opportunities.

Charlie's Emphasis: Stage 4 remains optional by design. The goal is augmentation, not replacement.

How to Get Your Ideas Built

The Formal Submission Path

Resources → commonsku UniversityGot an Idea

Product, customer success, development, and design teams review every submission during regular meetings. Every idea gets evaluated on the record.

Join Beta Programs

Visit the skummunity ForumFeature Releases Announcement page. Product managers post when features need testing. Raise your hand, get early access, provide feedback on rough edges.

Have a feature idea? Submit it today and get it in front of the product team. Every submission gets reviewed.

What This Episode Reveals

Episode 350 captures commonsku at an inflection point. The finance rebuild, AI integration, performance optimization, and tier-specific enhancements represent the most comprehensive platform evolution since the company launched.

Three Defining Patterns

Automation Targets Time Sinks First
Bill matching, repeat order identification, product discovery—development analyzed where distributors lose hours and built tools to reclaim that time.

AI Learns From Actual Behavior
Instead of generic algorithms, commonsku's AI personalizes based on real purchase history, real project details, real client preferences.

Scale Enables Simultaneous Progress
Doubling the development team means performance improvements and new features happen in parallel, not in sequence.

For Distributors Evaluating Their Tech Stack

This episode provides the clearest picture yet of where commonsku is heading and why these changes compound on each other:

  • Finance automation saves hours
  • AI search surfaces better products faster
  • Templated presentations eliminate repetitive design work
  • Performance improvements make everything more responsive

Each piece strengthens the others.

Charlie's parting thought about the development team says everything: "Really excited to have a bunch of exciting new announcements early in the new year."

Translation: this is just the beginning.

Ready to see these features in action? Schedule a demo or explore commonsku pricing tiers to find the right fit for your distribution business.

Show Notes: Key Timestamps & Topics

[00:01:22] Recently shipped features: credit card fee pass-through and ACH payments
[00:02:28] Updated presentations beta feedback and templating system
[00:04:06] How the beta process works with customers
[00:05:37] Finance updates: rebuilt accounting integrations and automatic bill matching
[00:08:22] Advanced tier: Potential Repeat Order Report coming in October
[00:09:25] Enterprise: API endpoints for e-commerce and WMS integration
[00:10:21] Split-ship taxes feature with Avalara (tested to 100,000 orders)
[00:11:23] AI Connected+ product search and recommendations explained
[00:14:30] The four-stage AI roadmap: insight, action, prevention, automation
[00:17:32] Platform performance and reliability: dynamic scaling architecture
[00:18:10] How to submit ideas and join beta programs