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Done For You

Order entry, product data and collections handled for distributors

Distributors run on thin margins and high order volume. These automations enter emailed orders correctly, keep product data complete for customers and follow up on open invoices every day.

See the automations
  • Live in 3 to 6 weeks
  • Works inside your current tools
  • Your people approve what matters

Wholesale distributors

The 3 automations that matter most

Automation 1

Order Entry & Processing

Reads emailed and PDF purchase orders, matches items and prices, and creates sales orders in your ERP.

See the outcome
  • Same-day order release

    Clean orders are created as drafts within minutes of arriving, so the warehouse sees them on the first pick wave instead of the next morning.

  • Fewer order disputes

    Every line is checked against the customer's price list, item cross-reference and open credit before it reaches the ERP, so mistakes are caught before they ship.

  • CSRs back on customers

    Your team spends its time on exceptions, allocations and customer calls instead of copy and paste.

Automation 2

Product Catalog Enrichment

Turns supplier data into complete, consistent product records for your website, catalogs and customer portals.

See the outcome
  • Faster time to shelf

    New SKUs move from supplier file to an approved, publish-ready listing in the week they arrive, instead of waiting in a content backlog.

  • Complete, consistent attributes

    Every product carries the fields your filters, feeds and marketplaces need, using one controlled vocabulary for colors, sizes, materials and units.

  • Unique copy at catalog scale

    Titles, descriptions, bullets and meta text are written per product from real specs, so you stop publishing duplicate supplier copy across hundreds of pages.

Automation 3

Collections & Accounts Receivable

Follows up on overdue invoices with each account, logs promises to pay and routes disputes to the right person.

See the outcome
  • Every overdue account gets a touch

    Small and mid-size balances get the same steady follow-up as the top accounts, so fewer invoices drift into the oldest aging buckets.

  • Disputes reach the owner the same day

    A pricing, delivery or PO question is routed with the invoice and the customer's message attached, instead of waiting for the next aging meeting.

  • An aging report you can trust

    Payments are matched to invoices as remittances arrive, so the aging shows what is really open and nobody chases a customer who already paid.

How it works

From kickoff to live in 3 to 6 weeks

Every automation follows the same path. You see it working on your own data before it handles live work.

  1. 1

    Week 1

    Discovery and access

    We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.

  2. 2

    Weeks 2–3

    Build and connect

    We build the agents and connect your systems, with your rules, approval steps, permissions and logging.

  3. 3

    Weeks 3–5

    Test and pilot

    We test on your real history, then run a pilot on live work while your team reviews what the agent does.

  4. 4

    Weeks 4–6

    Go live and hand over

    We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.

Included with every automation

Executive Ask: ask your business anything

One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

  • Which customers' orders took longest to enter this week, and what held them up?
  • How many orders are sitting unapproved right now, and what is their total value?
  • How many new SKUs are waiting on content right now, and which suppliers are holding them up?

Wholesale distributors: questions

Straight answers to what clients ask us most.

Ask our team

Can it catch pricing errors on customer orders?

Yes. It checks each line against your price lists and contract pricing and flags differences for review before the order is confirmed.

Will it upset long-standing customers?

Collections messages follow the tone and rules you set for each account, and key accounts can be left to your team. Customers get polite, accurate reminders instead of none at all.

Which ERPs do you integrate with?

Common ones include NetSuite, SAP Business One, Microsoft Dynamics 365 Business Central, Epicor, Acumatica, Sage and Infor, where they offer integration options. We confirm your setup and any custom fields during discovery.

Can it handle part numbers and units correctly?

Yes. The agent matches customer and supplier part numbers to your item master, checks units and pack sizes, and sends anything it cannot match to a person instead of guessing.

More in Manufacturing & Distribution

Get this running in your business

Tell us about your volumes and tools. A senior engineer replies within one business day with scope and timeline.

Live in 3 to 6 weeks · Priced after a short call · Company emails only