A layer on top, not a replacement
Most enterprises don't run one supply chain system, they run somewhere between eight and twenty: separate tools for procurement, demand forecasting, warehouse management, transportation and enterprise resource planning (ERP), often bought at different times from different vendors and rarely talking to each other well. Auger, a Bellevue, Washington startup founded in 2024 by Dave Clark and Leigh Anne Clark, is betting that the fix isn't replacing those systems but sitting a decision-making layer on top of them.
The company closed a $50 million Series B in mid-July 2026, led by Eclipse with returning investor Oak HC/FT, bringing its total funding to $150 million. Auger's platform connects to a company's existing ERP, warehouse management system (WMS), transportation management system (TMS) and demand-planning tools, pulls their data into a shared model, and then lets AI agents paired with traditional optimization algorithms make the routine operational calls on their own, escalating only the exceptions a human actually needs to see.
Who's already using it
Auger has named Fanatics, Kimberly-Clark and Meta's Reality Labs unit as customers, with roughly eight to ten more companies in pilots or contract negotiations. The most concrete number attached to any deployment comes from Fanatics: Auger says about 85% of decisions within the processes it manages there are now made autonomously, with a stated target in the mid-90s. The company has around 130 employees and runs on Microsoft Azure, where it was named Microsoft Fabric's premier supply chain partner in March 2026.
Clark's background is the pitch's main credibility marker. He spent 23 years at Amazon, ending as chief executive of its global consumer business, where he oversaw roughly 1.5 million people and $600 billion in gross merchandise sales, then spent time at freight forwarder Flexport before founding Auger. Speaking to GeekWire about the product's design goal, Clark said he wants Auger to offer "the same level of simplicity and intuitiveness as the consumer applications that they use every day" for a category of software that has historically looked nothing like consumer software.
The scale of the ambition
Auger's own stated target is more than $1 billion in revenue by 2030, and the company has framed its long-term ambition in terms of the scale of decisions it wants to touch: a platform sitting across enough of the enterprise supply chain to influence a meaningful share of US economic activity, not just individual warehouse or shipping decisions. That's a big claim for a two-year-old company with a handful of named customers, and it should be read as a stated goal rather than a current fact.
Auger isn't alone in going after this layer. Competitor DeepFabric is pitching a similar execution layer with more than 50 prebuilt supply-chain agents, and IFS has been building toward the same territory from the other direction, completing its acquisition of warehouse management vendor Softeon in March 2026 to pair its existing industrial AI platform with tier-one WMS capability across a combined base that, per IFS, processes millions of orders a month across 30 countries. The difference in approach is telling: IFS is extending an ERP vendor's own stack outward, while Auger and DeepFabric are pitching themselves as neutral middleware that sits above whatever ERP, WMS or TMS a customer already owns, betting that companies would rather add a coordination layer than rip out systems that took years to implement in the first place.
What it means in practice
For supply chain and IT leaders evaluating this category, the pitch worth scrutinizing is the "neutral layer" claim itself: a platform that promises to unify eight to twenty existing systems only delivers if it can actually integrate cleanly with the specific mix a company already runs, and integration complexity is exactly what has sunk similar middleware ambitions before. Fanatics' 85%-autonomous figure is a useful benchmark to ask vendors in this space to match, but it describes one customer's specific processes, not a guarantee of similar results elsewhere. Anyone shopping in this category should also weigh Auger against ERP-native alternatives like IFS Softeon, which trade some of the neutrality for tighter integration with a single stack. The broader signal worth tracking over the next year is simpler than any single vendor's numbers: whether autonomous decision-making in supply chain software turns out to be a genuine operational shift or another layer of dashboards with an AI label attached will depend on whether figures like Fanatics' land consistently across a wider customer base, not on funding totals alone.
