Kaizntree AI Ops Assistant
About Firstleaf
Firstleaf is a subscription wine company that operates on a Direct-To-Consumer (DTC) model and curates personalized wine selections for its customers, delivering bottles straight to their door on a recurring basis. With over 60,000 active members, hundreds of SKUs, and dozens of new wines introduced each month, their supply chain is complex. Balancing inventory across multiple warehouses requires precise, real-time coordination.
Before working with Kaizntree, Firstleaf's logistics schedule relied on a manual, error-prone process. After two team members responsible for this task transitioned into another department, it fell onto the company’s Director of Operations.
The Challenge
Tracking Inventory Movements and Delivery Schedules
Before adopting Kaizntree’s AI Operations Assistant (JP), Firstleaf faced persistent bottlenecks in its logistics and fulfillment processes. NetSuite, their ERP system, worked well for accounting but was inefficient as an operations tool. Every day, schedules and inventory movements had to be pulled from Google Sheets and manually entered into NetSuite across three separate steps: 1) creating transfer orders, 2) fulfilling the orders once the wine is shipped, and 3) receiving the orders when the product arrived. Landed costs also had to be added line by line, leaving plenty of room for human error.
"It was boring, repetitive work that nobody wanted to do. At the end of the day, it landed on me, and I didn’t want to spend my time on it either.”
Jake Fernandez
Director of Operations at Firstleaf
The process was tedious and error-prone. It would take 10 to 15 hours of work each month just to keep things updated. These updates were usually batched at the end of the month instead of in real time, which meant that inventory visibility stayed behind actual movements, making reporting and planning more difficult. Leadership time was being consumed by manual data entry rather than strategy.
The Solution
AI That Goes From Google Sheets to NetSuite
Instead of migrating systems or hiring a developer to build an expensive in-house solution, Firstleaf deployed JP within a matter of days.
JP now integrates directly into their existing workflow. As soon as a shipment is ready, Firstleaf's Director of Operations checks a box on a Google Sheet which triggers JP to handle the rest. The AI creates the transfer order, fulfills it when the truck leaves, receives it into NetSuite when it arrives, and applies landed costs, exactly as a team member would, only faster and without mistakes.
By mirroring how Firstleaf’s operations team uses NetSuite, JP also keeps the process auditable.
“Hiring someone just to push buttons in NetSuite didn’t make sense. We needed a smarter, more flexible solution, and JP fit right in. Now I just have to check a box”
Jake Fernandez
Director of Operations at Firstleaf
The Results
Immediate Time Savings and Realtime Reporting
The immediate benefit was time. What once took 10 to 15 hours a month is now completely automated. Real-time updates mean inventory is always accurate in NetSuite. The ROI on time saved was enough for Firstleaf to justify using JP, however, the real gains have come from getting realtime reporting and freedom to focus on higher value tasks.
“Instead of babysitting NetSuite, I can actually spend time improving the business, reducing costs, optimizing shipments, and planning ahead”
Jake Fernandez
Director of Operations at Firstleaf
The Takeaway
Delegate your Grunt Work to AI
Running a high growth CPG brand means fast, constant movement. New products, tracking several trucks going in and out of warehouses, and all of it has to end up in NetSuite. At Firstleaf, that used to mean hours of manual updates every month. The work wasn’t strategic, it wasn’t scalable, and nobody wanted to do it.
The default play would’ve been to hire more people just to push buttons in NetSuite, but that would just make the “busy work” someone else’s problem. Not to mention, it would still increase work for the leadership, which would have more headcount to manage.
Now, with JP, what once took 10–15 hours of end-of-month catch-up happens instantly and in real time. Transfer orders, shipments, receipts, and landed costs update accurately, consistently, and without eating up anyone’s time.
It’s more than just efficiency. JP turned a fragile workflow into one that’s resilient and scalable. Instead of babysitting NetSuite, Jake can focus on the work that actually strengthens the business such as reducing costs, optimizing shipments, and planning ahead.
“I’d recommend JP to any brand that’s tired of wasting time on manual NetSuite work. It gives your team breathing room to focus on what really matters.”
Jake Fernandez
Director of Operations at Firstleaf
The ROI on JP is more than just the time savings, it’s giving your best people the freedom to think and focus on value creation while JP runs quietly in the background.