Tailored Automation Solutions
We speak your language and solve your specific operational bottlenecks.
For Medical Suppliers
Stop the chaos of managing purchase orders from diverse healthcare providers. We create a unified, automated pipeline that reads any PO format—from major hospital networks to small private clinics—and syncs the data perfectly with QuickBooks for invoicing and ShipStation for immediate fulfillment.
- Handle GPO pricing and contract specifics.
- Automate lot number and expiry date tracking.
- Reduce shipping errors and improve delivery times.
For Wholesale & Distribution
Your team is drowning in multi-page POs with hundreds of SKUs. We build a robust parsing engine that captures every line item, quantity, and custom request, then automatically creates sales orders in your ERP, freeing your team to focus on sales and supplier relationships, not data entry.
- Process complex orders with mixed case packs and units.
- Integrate with inventory systems to prevent stockouts.
- Generate accurate pick lists and bills of lading.
For Manufacturing
Turn complex job orders and Bill of Materials (BOMs) into actionable production tasks and accurate invoices. We connect your customer-facing documents to your internal ERP or MRP systems, ensuring seamless data flow from sales to the shop floor and finally to accounting.
- Sync job specs with your production management software.
- Automate material purchasing based on order requirements.
- Track job progress and trigger billing upon completion.
For Professional Services
Automate your entire client lifecycle, from the moment a Statement of Work (SOW) is signed. We capture key details from contracts and automatically create client profiles, set up projects in your management tools, and generate the initial retainer invoice.
- Auto-create projects in Asana, Trello, or Jira.
- Generate recurring monthly retainer invoices automatically.
- Trigger welcome emails and internal team notifications.
Automate Any Core Business Process
Order-to-Cash Automation
The complete journey from receiving a customer's purchase order to recording the payment. We automate every step: data extraction, sales order creation, invoicing, fulfillment notification, and payment reconciliation.
Client Onboarding
The critical first steps after a new client says 'yes'. We automate the creation of accounts, sending welcome kits, scheduling kickoff meetings, and setting up their project space in your internal systems.
AP/AR Automation
Automate how you pay bills (Accounts Payable) and how you get paid (Accounts Receivable). We process vendor invoices for approval and payment, and automatically follow up with clients on overdue invoices.