Workflow automation
Quoting, order entry, invoicing and approvals follow the same steps day after day. We write those steps into software, and your people deal with the cases that need judgment.
What we automate
- Quotes. A request comes in, and the quote is built from current ERP pricing and the customer's terms. It goes out after a person checks it.
- Order entry. Orders that arrive by email, PDF, web form or EDI are read and entered into the ERP.
- Invoice processing. Vendor invoices are matched to purchase orders and receipts. Only the mismatches reach a person.
- Approvals. Discounts, credit holds and purchase requests go to the right person with the facts attached, and the answer is recorded.
- Reporting. The weekly numbers are put together and sent, and nobody exports anything.
Written in code
We write automations as code: scripts and small services that run on your rules. Code can be tested, kept under version control and read by the next developer.
No-code tools such as Zapier, Make and Power Automate suit small, low-risk hand-offs, and we use them there.
Where AI fits
AI is good at reading messy input. It can turn an emailed purchase order or a scanned PDF into structured lines a system can use. We put it there, and a person reviews anything it is unsure about.
Anything that has to be exact, such as pricing, tax, inventory and accounting entries, runs on plain code against your own data.
What you end up with
Each automation keeps a log of what it did and sends an alert when it can't finish. Its rules are written down, so the process no longer depends on one person knowing how it works.