Everything Your Facility Needs in One Platform

From the moment a formulation enters your system to the moment finished product ships out — Potion5 handles compliance, production, and traceability so your team can focus on making great beverages.

Eliminate up to 75% of your compliance and administrative paperwork.

FLAGSHIP

Complete HACCP-Compliant SOPs — Generated in Minutes

Creating a production-ready SOP used to mean hiring a consultant for thousands of dollars and waiting weeks. Upload your formulation, and Potion5 generates a complete 19-section HACCP-compliant SOP tailored to the equipment on your floor — in minutes, not months.

Thirteen sections come from deterministic templates grounded in your facility data; six use AI grounded by 500+ ingredients and 120+ regulations. Critical control points are identified using the Codex Alimentarius decision tree — never the AI — so when an auditor asks how you got there, you have a real answer.

  • 19 sections, fully HACCP-compliant
  • Equipment-specific procedures for your actual facility
  • Codex Alimentarius CCP identification — deterministic and auditable
  • Automatic FDA and TTB regulatory routing
  • Version history with change tracking
  • Export to DOCX and PDF anytime
Get Started →
Section 11: ProcedureAI GenCCP1PasteurizationCCP-2 • 161°F ± 2°F2FermentationStep 2 of 83PackagingStep 3 of 8★ CCP MonitoringCritical Limit: 161°F ± 2°F • 15 secCorrective: Divert & re-process

Operations

Run Your Production Business

Quote, schedule, run, ship, invoice — every workflow that runs your floor, in one connected system.

CO-PACKER OPERATIONS

From Quote to Invoice — Without the Spreadsheet Stack

Most co-packers run their business in QuickBooks, Excel, and email. Potion5 replaces the entire stack with one flow: build a quote against a customer-specific BOM with real-time cost suggestions, accept it, and convert it to a production order in one click — with a margin indicator that tells you what you'll actually make before you send it.

Per-unit COGS is computed live from real lot consumption, labor from run timings, and overhead from your line config. Three-tier BOMs handle Master → Customer → Work Order with tolling support, and reorder alerts turn into Purchase Orders in two clicks.

  • Quote → Order → Run → Ship → Invoice in one system
  • Three-tier Bills of Materials: Master, Customer, Work Order
  • Tolling support: track which lines the brand supplies
  • Real per-unit COGS from actual lot consumption + labor + overhead
  • Margin indicator on every quote, before you send it
  • Reorder alerts that turn into Purchase Orders in two clicks
  • Order pipeline visualization: 7 stages, drag to advance
Get Started →
QUOTE3ORDER5RUN1SHIP12B-2026-0312-001+38% MARGINMaterials$139.40Labor$84.00PER UNIT$0.104Yield98.2%Total cost$250.21Cane SugarBelow threshold • 5 days remainingCREATE PO →Last PO received 12 days ago
FORMULATIONS

Know Everything About Your Formulation Before You Produce

Drop in your formulation as Excel, CSV, or PDF — Potion5 parses it in seconds and surfaces the full picture: allergens flagged, interactions identified, sensitivities mapped, and the exact regulations that apply (21 CFR 120 for juice HACCP, 21 CFR 114 for acidified foods, TTB for alcohol).

Every formulation is version-controlled. Update an ingredient and Potion5 tells you exactly what changed and which SOPs need regeneration. Share securely with co-packer partners through the Brand Portal.

  • Automatic parsing of Excel, CSV, and PDF formulations
  • Allergen, sensitivity, and interaction analysis
  • Regulatory requirement identification
  • Version control with full history
  • Secure sharing with co-packer partners
PROCESS FLOW1PasteurizationCCP • 161°F ± 2°F2Fermentation78°F • 7 days3Packaging38°F fillFLAGSAllergen: MilkHeat: SCOBY > 95°F21 CFR 120 applies
PRODUCTION

From Scaled Recipe to Finished Batch — Without the Guesswork

Scaling a recipe is more than multiplying ingredients. Potion5 handles unit conversion, validates batch size against equipment capacity, and warns you before you exceed vessel limits or create an allergen conflict — then puts your runs on a drag-and-drop calendar that knows which equipment is occupied, which lines need CIP, and which products require changeover.

Run cost is computed continuously as the batch progresses — labor from real timings, materials from real consumption — so you know your per-unit COGS the moment the batch closes, not at month-end. Yield deltas and loss alerts surface in real time so you can intervene before a bad batch becomes a wasted day.

  • Automatic recipe scaling with unit conversion and capacity checks
  • Crew assignment and step-by-step production tracking
  • Drag-and-drop calendar with allergen changeover warnings
  • Per-unit COGS computed live from actual lot consumption + labor
  • Yield tracking and loss alerts per batch and per line
  • Live facility status view across equipment and lines
Production ScheduleKombucha 250gIPA Batch #12Juice PressBourbon MashIPA Batch #128/12 (67%)
QUALITY CONTROL

QC Tests, QA Holds, and a Clear Path to Release

Quality is where most facilities have the messiest documentation. Potion5 lets you define QC test specs per product, log results against the actual production batch, and auto-hold any batch that fails — operators cannot ship a held batch. QA leads review, override with a justification, or escalate to disposition, and every action is signed and timestamped.

Specs are versioned. Tighten a pH range for a new customer and every subsequent batch is held to the new standard, while old batches stay anchored to the spec they were released against. Full historical traceability, no spreadsheets.

  • Define QC test specs per product, with acceptable ranges and methods
  • Log results against the production batch, not a separate notebook
  • Auto-hold on out-of-spec results — operators cannot ship a held batch
  • QA release with electronic signature + timestamp + reviewer notes
  • Disposition workflow: release, rework, downgrade, destroy
  • Spec versioning with full historical audit trail
B-2026-0312-001Ginger Kombucha • 240 gal⚠ QA HOLDOut-of-spec on TTA testpH3.2 – 3.83.5Brix8.0 – 10.09.2TTA0.6 – 0.91.1RELEASE w/ OVERRIDE →Requires QA signature • Tom K. reviewing
CIP & SANITATION

Cleaning Protocols Built Around Your Equipment and Last Batch

Generic cleaning SOPs don't survive an audit. Potion5 generates CIP protocols that reference your actual equipment and the last product that ran through it — and if you're switching from a peanut-containing energy shot to a dairy-free juice, the system flags the allergen changeover and won't let you mark the line as ready until every step is logged.

Cleaning logs are signed, timestamped, and tied to the equipment record forever. Need an ad-hoc protocol? Ask the Lab Assistant for a CIP cycle for the centrifuge after a bourbon mash run, and get a step-by-step grounded in your equipment specs and the last product's residue profile.

  • CIP protocols generated per equipment + last product run
  • Automatic allergen changeover detection (FALCPA-aware)
  • Step-by-step cleaning logs with electronic signatures
  • Time, temperature, and concentration parameters captured
  • On-demand cleaning protocol generation via Lab Assistant
  • Cleaning history attached to equipment for the lifetime of the asset
CIP — PHE-001Step 3 of 4 • In progressPre-rinse✓ DoneCaustic wash✓ Done3Acid washRUNNING4Sanitization⚠ ALLERGEN CHANGEOVEREnergy Shot (TREE NUTS) →Cold-Pressed Juice (DAIRY-FREE)Almond protein test in progress
TRACEABILITY

Lot-Level Traceability That's Ready for Any Audit

Lot-level traceability is the core nervous system of your facility. Potion5 tracks every ingredient from receiving through storage, allocation, consumption, and shipment — forward and backward in seconds. Receive inventory by scanning barcodes on any phone, with offline support that syncs when connectivity returns.

FEFO picking is automated so you minimize waste, allergen status follows every ingredient across equipment and storage zones, and internal Traceability Lot Codes are auto-generated and printable.

  • Complete lot lifecycle: receive, store, allocate, consume, ship
  • Forward and backward traceability across the full chain
  • Barcode scanning on any phone — works offline
  • Automated FEFO picking
  • Allergen tracking across equipment and storage zones
  • Internal Traceability Lot Codes auto-generated and printable
RAW MATERIALSCitric Acid • LOT-0312-ASCOBY • LOT-0310-BCane Sugar • LOT-0315-CProduction RunBW-2026-0324 • 250 galGinger Kombucha • OUT-0324-01Classic Kombucha • OUT-0324-02→ Shipped • Whole Foods #WF-8832
BRAND OWNERS & CO-PACKERS

Share Formulations. See Production in Real Time.

If you own brands and work with co-packers, you know the drill: email a spreadsheet, wait days for a status update, call to check on shipments. Potion5's Brand Portal replaces that with real-time visibility — share formulations directly into your co-packer's system, get notified when a run starts, passes quality, and ships, and see a calendar across all your co-packers in one view.

The same portal works in both directions. Co-packers running 30 brands manage a separate Customer BOM, pricing, packaging spec, and quality requirements for each brand from one facility. Brand customers see only their own runs, shipments, and COAs; the co-packer sees all of them in one place.

  • Share formulations directly with co-packers
  • Real-time production run visibility with step-by-step tracking
  • Shipment tracking and automatic notifications
  • Cross-co-packer production calendar
  • Co-packers: manage many brands from one facility
  • Per-brand BOMs, pricing, packaging specs, and quality requirements
Co-Packers3Formulations12Active Runs8Production by Co-PackerBright WavePacific BrewCoastal CoNOTIFICATIONSRun started: Kombucha 250gShipment: 500 units → WFSOP regenerated: Juice
INTELLIGENCE

Ask Anything About Your Ingredients, Formulations, or Regulations

Potion5 includes a built-in lab assistant that understands your facility, your formulations, and the regulatory landscape. Ask about an ingredient interaction, request a CIP protocol for a specific piece of equipment, or simulate "what happens if I bump the fill temperature by 5°F" — and get answers grounded by real data, not generic search results.

The assistant has facility-aware tools that can pull up a batch's QC results, draft an SOP section, or surface every batch that used a recalled lot. Conversations live in project workspaces with persistent artifacts that can be shared with teammates, and every interaction is logged for compliance traceability.

  • Answers grounded by your facility data and our knowledge base
  • What-if scenario simulation for formulations and process changes
  • Project workspaces with persistent artifacts shareable with the team
  • Document Q&A across uploaded specs, COAs, and supplier docs
  • CIP cleaning protocol generation by equipment type
  • Full audit trail of all interactions
Lab AssistantSonnetWhat allergens are in my kombucha?check_allergens ✓1 allergen found:Milk (FALCPA)Source: Whey Protein IsolateHeatShearAsk about ingredients or regulations…

Compliance

Built for Every Audit

FSMA 204, TTB, FDA 21 CFR Part 11 — every regulatory requirement captured automatically as a side effect of running your facility.

FSMA 204 READY

FSMA 204 Compliance — Before the Deadline Becomes a Problem

The FDA Food Traceability Final Rule is in effect. Every facility handling food on the Traceability List must capture Critical Tracking Events with the required KDEs, available within 24 hours of an FDA request. Potion5 was built around this rule from day one — every Receiving, Transformation, and Shipping CTE is captured automatically as a side effect of running your facility.

The built-in compliance checker scans continuously and flags gaps: missing KDEs, untracked transformations, lots without traceability codes. Run a mock recall drill anytime and trace a single ingredient lot to every finished product it shipped in — in seconds, not the four hours auditors expect.

  • Receiving, Transformation, and Shipping CTEs captured automatically
  • All required FSMA 204 KDEs validated on entry
  • Continuous compliance checker with gap analysis
  • Mock recall drill completes in seconds, not hours
  • Forward + backward traceability with one-click export
  • Internal Traceability Lot Codes (TLCs) auto-generated and printable
FSMA 204 Status100%KDE COVERAGECTEs CAPTURED247 receiving89 transformation134 shippingAll validatedRecall traceDONE IN 1.2sLOT-0312-ACitric Acid4 runsproduction12 shipsoutboundForward + backward in seconds
ALCOHOL PRODUCERS

Daily Records, Monthly Reports — Done Automatically

Spirits, wine, and beer producers know the burden: daily records, proof gallon calculations, monthly reporting periods, account transfers — hours of manual recordkeeping every single day. Potion5 aggregates your day's activity into draft daily records mapped to official forms 5110.40, 5120.17, and 5130.9, with proof gallon math, temperature corrections, and CBMA tiered tax all calculated automatically.

Distillers also get DSP account transfer workflows for moving spirits between production, storage, and processing accounts per 27 CFR 19, with automatic re-gauging. By the time the reporting period closes, the tax liability is already calculated and the records are ready for an electronic signature — filing becomes a review step, not a research project.

  • Auto-generated daily records for spirits, wine, and beer
  • Mapped directly to official TTB forms (5110.40, 5120.17, 5130.9)
  • Proof gallon calculations with temperature correction
  • DSP account transfers (production / storage / processing) with re-gauging
  • CBMA tiered tax estimation calculated continuously
  • Audit pre-check combining deterministic validation + AI anomaly detection
  • Electronic signatures on records
DSP Balance120.5 PGTax YTD$4,250Period24/31DateTypeClosingStatusMar 25Spirits327.7ReviewedMar 24Wine1,660ReviewedMar 23Beer34.0DraftE-Signed ✓
COMPLIANCE INFRASTRUCTURE

Built for the Audit You Don't Know You're Having Yet

Audits are stressful because most facilities don't know what state their documentation is in until the auditor walks in. Potion5 treats audit-readiness as infrastructure: every action that affects a regulated record — signing a daily record, releasing a batch, modifying a SOP, transferring a lot — captures an electronic signature meeting FDA 21 CFR Part 11 and TTB Part 19 requirements.

Every change to every entity is logged in an immutable audit trail with user, timestamp, and before/after state. Physical inventory counts are scheduled, signed, and reconciled against the system of record — when the count doesn't match, the system requires an explanation before the variance can be accepted. Nothing slips through quietly.

  • Electronic signatures meeting FDA 21 CFR Part 11 and TTB Part 19
  • Immutable audit trail on every entity with full before/after history
  • Configurable record retention for FSMA, TTB, and customer requirements
  • Scheduled physical inventory counts with signing and shortage explanations
  • Role-based access control with page-level permissions
  • Single click to export all records for an audit window
ELECTRONIC SIGNATUREMaria SantosQA LeadMar 12 14:45 PT21 CFR PART 11 ✓AUDIT TRAILLIVE14:45Maria S.Released batch14:31SystemQA hold triggered14:31Maria S.TTA test loggedFSMA 204 Records5 yr retention • Auto-archived12,847

See What Potion5 Can Do for Your Facility

Get started in minutes. Add your equipment, upload a formulation, and generate your first SOP today.