Purchase orders in any format become checked, ready-to-approve orders in your ERP, with a person signing off each step.
Runs in your cloud or on your servers · People stay in control
Customers send orders as PDFs, spreadsheets, Word files, links and plain emails, and someone keys every one in by hand. Order Intake reads each order, matches the customer and quote, checks prices, surcharges and your rules, prepares the order for your ERP and hands a person one clean order to approve.
Scanned PDFs, spreadsheets, Word files, links and plain emails.
Customer, quote and prices matched; surcharges and rules checked.
Anything unusual goes to the right reviewer with the reason.
An approved order is prepared for your ERP and confirmed to the customer.
Each step is visible to your team, and nothing important happens without a person's say-so.
By email, upload or link, in any format.
Read, match, check and assemble.
Approve, correct or ask for a redo at each step.
Ready in your ERP, confirmation sent.
A purchase order arrives in a shared inbox or is uploaded, in any format.
Emails, PDF and scanned attachments, spreadsheets, Word files. Customer master data, quotes and price lists from the ERP and CRM.
Retyping each line, finding the right customer account and quote, rebuilding price breakdowns, checking fees and surcharges by hand.
A complete draft ERP order with every line matched to the quote, rule checks passed or exceptions explained, plus a customer confirmation draft.
An operator approves, corrects or regenerates every step. There is no unattended mode. Each order posts once, and only a real ERP order number counts as success.
AI for judgement, rules for money. Models read documents and rank matches. Prices, tax and fees are calculated by deterministic, tested rules. A model never sets a price.
Reads unstructured orders into structured lines; ranks customer and quote matches with reasons.
OCR for scanned and image-only PDFs, with confidence-based retry.
Runs the Parser, Matcher, Assembler and Validator agents and the eight-step workflow.
Decouples intake from processing; failed jobs are kept for replay, not lost.
Keeps source files and every step's state and decision.
Pricing, tax, surcharges, mandatory items and nine validation categories. Unit-tested.
Customer, quote and price lookup; order posting. The public demo uses a mock ERP.
Step-by-step review with Approve, Correct and Regenerate.
Every action is attributed to a user and logged.
An order cannot post twice; failures are visible and recoverable.
Live implementation. Running for a customer or as a public product.
A 7-page, image-only scan worth $86,149.80: 229 units over 7 delivery batches, European number formats, and a net price with no breakdown. Read, matched to the quote, split into 7 delivery lines, and missing mandatory items added by rule.
Scanned and typed PDFs, CSV and Excel, Word, download links and plain emails.
No. A reviewer approves every step, and corrections carry forward.
Your CRM and ERP; we connect them during setup.