Business automation for wholesale and consumer goods
Taking orders from retailers' Web-EDI, sending shipping notices, reconciling receipts, and matching payments to receivables, automated with AI and human review.
Common problems
Signing in every morning to each retailer's Web-EDI, all built differently, to download data
Time-critical work driven by order cut-offs and shipping data deadlines
Checking differences in received quantities and payments, and finding out why
Use cases in this industry
Enter an Excel list into a web system
For each row of an Excel list of orders, AI enters it into a web system and writes the receipt number back into the row. Only failed rows are redone.
Enter records into a desktop accounting app
For each row of an Excel list, AI enters the record in a desktop app. A person approves before it is saved, and the slip number goes back into the row.
Read Excel purchase orders from email and enter them
AI reads Excel purchase orders in each customer's own layout, checks them against the product master, and enters them. A person checks orders that do not match.
Take in orders from retailers' Web-EDI
Each morning, sign in to each retailer's Web-EDI, download orders, and convert them for the core system. Staff check unusual quantities before import.
Send shipping notices and reconcile receipts
Send shipping notices through each retailer's Web-EDI, then reconcile next morning's receipt data. AI suggests causes of quantity differences; staff confirm.
Match payment notices to receivables
Get payment notices from each retailer's Web-EDI and match them to receivables. AI suggests why amounts differ, such as rebates or returns; accounting confirms.
Use cases for any industry
Read invoices into the accounting system
AI reads incoming invoices, checks them against purchase orders, and records them in the accounting system. Invoices whose amounts differ wait for approval.
Create invoices and send them by email
Invoices are filled into your template from an Excel billing list and emailed once a person approves. AI first points out amounts far from last month's.
Research a list of prospects
For an Excel list of hundreds of companies, each one's business, locations, and size are collected from its website into its row, with a priority for sales.
Find missing clock-ins
Collect yesterday's clock-ins from the attendance system and, once HR approves, ask employees with missing entries to fix them in Teams.
Take in emailed invoices and draft the entries
Find unread email with an invoice attached, have AI read the amount, and record a draft ledger entry. Uncertain entries wait for accounting to confirm.
Review SaaS accounts
Collect user lists from each SaaS admin console and match them to current employees. Leavers' and long-unused accounts are disabled only after approval.
Partner registration that starts on approval
A kintone approval starts the workflow by webhook. It looks up the tax registration number, AI matches it to the request, and a match enters the sales system.
Collect KPIs from SaaS tools into a weekly report
Collect figures from advertising, sales, support, and other SaaS tools, and produce a weekly report with week-on-week comparisons and likely causes of change.
Discuss a PoC for your own work
We start with you by choosing the work, fitting the screens and rules of your industry.