Document Automation
Transform how your organization handles documents — from purchase orders and invoices to contracts and compliance paperwork.
The Paper Master
Our flagship document processing module handles the complete lifecycle of purchase orders, vendor communications, and shipping documents.
- Open PO Processing — Upload Excel/CSV files, automatically split by shipping location, distribute to the right teams via email
- VMI Catalog Management — Maintain vendor-managed inventory catalogs with automated updates and change tracking
- Snapshot Reporting — Point-in-time inventory snapshots for auditing and trend analysis
- Smart Routing — Documents automatically classified and routed based on content, vendor, and priority
AI-Powered Processing
OCR + Extraction
Scan paper documents and extract structured data automatically. Support for invoices, receipts, purchase orders, and custom forms.
Classification
AI models trained on your document types automatically categorize incoming paperwork and apply the right processing rules.
Validation
Cross-reference extracted data against your existing records. Flag discrepancies, missing fields, and potential errors before they propagate.
Integration
Processed data flows directly into QuickBooks, your ERP, or any system via API. No manual re-entry, no copy-paste errors.