Distributors and wholesale
Orders that arrive by email, entered without the typing
AI that supports your clients and takes work off your team’s plate, with your people in control.
Common problems
What we hear most.
- Emailed purchase orders are retyped into the order system.
- Vendor invoices have to be matched by hand.
- Customer payments come in late.
What fixes them
Services that fit.
AI Document and Email Processing
AI reads invoices, certificates, orders and emailed requests, sorts them, and drafts the entries for you to approve.
Learn moreAI Quote Follow-up and Renewal Reminders
AI follows up on open quotes and sends renewal and payment reminders by text, email or call.
Learn moreAI Workflow Integration
We connect the tools you already use so a job or customer is entered once and everything else follows.
Learn moreAI Reporting
A one-page summary in your inbox, with no spreadsheet wrangling.
Learn moreSoftware you probably use
- Your ERP
- QuickBooks
- Spreadsheets
An illustrative example
A 23-line order at 4:50pm on Friday.
A customer emails a PDF order with 23 lines at 4:50pm on Friday.
Before
Someone retypes it.
After
A draft order is waiting for approval.
Tell us the task you’re sick of.
No pitch. Come with a messy description and we’ll help you sort it out.