AI reads purchase orders (PDF, email body, EDI), extracts items/quantities/prices, creates ERP sales orders, sends order confirmation. 90%+ touchless.
AI reads vendor invoices, matches to POs (three-way match), routes for approval, flags duplicates, books in ERP. Handles PDF, scanned, and e-invoices.
AI classifies tickets (order status, return, complaint, technical), retrieves ERP/CRM data, sends auto-reply for routine cases, escalates complex ones.
AI reads shipment notifications, delivery confirmations, carrier exceptions, POD documents — updates ERP, triggers next workflow steps.
AI processes remittance advices, payment notifications, dispute emails — matches to open invoices, applies cash, flags disputes for AR team.
AI handles vendor onboarding documents (W9, insurance certs, banking details), PO acknowledgments, lead time updates, backorder notifications.
AI monitors the shared mailbox in real-time (Microsoft 365, Gmail, any IMAP). Triggers within seconds of arrival.
AI determines the email type (PO, invoice, inquiry, notification) and reads any attached PDFs, Word documents, or spreadsheets.
Pull out structured fields: customer/vendor name, reference numbers, amounts, dates, line items, addresses. Validate against ERP data.
Create ERP order or invoice, log support ticket, apply payment, send auto-response, update shipment status, route to correct team member.
Emails needing human judgment are assigned with full context pre-populated: what the email was, what was extracted, suggested action, links to ERP records.
Fixed price. Works with Microsoft 365, Google Workspace, or any email system.
Which inbox? Daily volume? What ERP or CRM? What do your staff do with each email type? We'll design the AI and send a fixed-price proposal.