Levi's - Demo/Forecasting - 2026-01-06¶
Metadata¶
- Date: 2026-01-06
- Company: Levi's
- Attendees: Rodel, Khuxoll, Dlazo, Gurjit Pannu
- Type: Lead Call
- Source: Notion Customer Success Meetings
Summary¶
Context¶
Continued demo session focusing on forecasting functionality after previous demo covered dashboard, transactions, AI categorization.
Key Discussion Points¶
- Hybrid forecasting approach: ML models + manual additions + file uploads
- Real-time forecast updates when new items added
- Account-level forecasting down to individual bank accounts
- Template-free file uploads with AI column mapping
Pain Points¶
- Building BI tool to automate Excel-based forecasting (not convinced internal solution will work)
- Physical ZBAs from affiliate accounts complicate forecasting
- International operations significantly more complex than US
Feature Requests & Needs¶
- ERP integration for live invoice/AP data (feature launching this quarter)
- Real-time overdraft risk flagging
- ZBA transaction filtering in operating cash flows reports
Domain Insights¶
- Kevin: 15 years at Levi's, manages projects and in-house bank
- Currently pulling from ERP, Kyriba, Trade Shift
- 7 years historical bank statements available for PoC
Deal Signals¶
- Sees value particularly for international operations
- Excited about reduced IT dependency through file absorption
- NDA needed for deeper data analysis
- Gurjit returning to SF February 2nd - plan to meet in person
Next Steps¶
- Dette and Kevin to discuss internally and test waters
- NDA execution needed
- Potential office visit during Gurjit's SF period (Feb-July)
Synced from Notion: https://www.notion.so/2e1c47335ffb8125ab1cc26ce3fe39d0