Orders, inventory and logistics
Purchase order automation
Customer POs from email and PDF turned into validated sales orders in your ERP.
Shipping document automation
Bills of lading, proof of delivery and carrier invoices read, matched and filed.
Inventory sync automation
Stock levels kept consistent across ERP, warehouse, store and marketplaces.
Customers and communication
Start with one task
The best first automation is a single, frequent, rule-based task that someone in your business would happily never do again. It should be measurable today, involve two or three systems rather than seven, and cause visible pain when it goes wrong.
Each solution page below explains how that task is automated, what is involved, what usually goes wrong and what it typically costs. If your task is not listed, the same approach almost certainly applies. Our guide to choosing your first process has a simple scoring method.
Which solution fits your problem?
Start from the symptom you recognise.
| If this sounds familiar | Start here |
|---|---|
| AP staff type invoices into the accounting system | Invoice processing |
| Customer orders arrive as PDFs and are re-keyed | Purchase order automation |
| Billing waits on PODs and BOLs | Shipping documents |
| A shared inbox nobody can keep on top of | Shared inbox automation |
| Leads go cold and CRM data is unreliable | CRM automation |
| Online stock and the ERP disagree | Inventory sync |
| A day a week goes into building reports | Reporting automation |
| New clients take weeks to set up | Client onboarding |
Your task is not listed?
These are the most common requests, not the only ones. If a task involves moving information between documents, inboxes and systems, we can likely automate it.