For Operations Leaders at Distributors

Your order desk on autopilot

AI agents that handle end-to-end PO intake, SKU matching, pricing validation, and order entry for wholesale distributors. Live in 14 days. We layer on top of your ERP, not inside it.

Live, Order Processing
Just now
Incoming PO, Henderson Electric
3/4" Copper Fitting (COP-750)× 200
3/4" Ball Valve (BV-200)× 50
1/2" PEX Tubing 100ft (PEX-100)× 30
SKUs matched
Pricing validated
Inventory confirmed
Sales order created
Acknowledgment sent
Total time1m 47s
Quote Guard, Intervention
Just now
Quote #4821, Riverside Electric
RepR. Williams
Discount applied8%
Category average4.1%
Customer history12/14 accepted at full price

Hold at 4% or less

This discount would give away $2,340 unnecessarily. Riverside accepts most quotes without negotiation.

Override at 8%Adjust to 4%
Margin saved$0
85%
Orders auto-processed
14 days
To go live
<1%
Order error rate
The Problem

Your team is drowning.
Operations are eating your margin.

Order desk buried in manual re-keying. Hire-to-scale loop. Two leaks, one system.

Cost side

Operations eating your margin

Manual order entry

15-20 min per order, 100-200x/day. 4+ people full-time.

SKU lookups

Customers use their part numbers. Half the day is cross-referencing.

Phone tag

Price discrepancies, availability questions, "let me get back to you."

Error rework

Wrong picks, credit memos, re-ships. 5-8% error rate at $50-$200 each.

$300K+
per year in operational cost for a mid-market distributor
The Pipeline

The entire order-to-cashcycle. Automated.

We plug into your existing ERP and handle the entire cycle. Sage, NetSuite, SAP B1, Epicor. No new software. No rip-and-replace.

PO / Order

The core automation. Where most distributors start.

01

PO Intake: Every Channel

Email, EDI, portal, fax-to-email, or phone call. Any format: PDF, spreadsheet, EDI 850s, even voice. Phone orders are transcribed live, line items extracted, and the order created before the call ends.

02

Line Item Parsing

Every line item gets extracted: SKU, quantity, unit of measure, requested ship date. Messy, handwritten, or weird formats? Handled.

03

SKU Matching

Maps customer part numbers, aliases, UPCs, and manufacturer numbers to your internal SKUs. New alias? Flagged once, learned permanently.

04

Pricing Validation

Every line checked against contract, volume, promo, and matrix pricing. Mismatches flagged with full context. Never silently processed.

05

Availability Check

Real-time inventory check before the order hits your warehouse. Backorders flagged, substitutes suggested, split shipments recommended.

06

Sales Order Creation

Validated order created in your ERP automatically. Same system, same fields, same workflow. Nothing changes downstream.

07

Order Acknowledgment

Automatic confirmation to the customer: pricing, availability, ship date. Minutes, not hours.

08

Exception Routing

Unresolvable items routed to the right person with full context. Specific flags with recommended actions, not generic alerts.

85% of orders auto-processed. Under 1% error rate.
Phone Agent

Customer calls in an order?
It's already in your ERP.

The system joins your rep's call as a silent listener. It transcribes the conversation in real time, extracts every line item (SKU, quantity, pricing) and creates the order automatically. Your rep hangs up the phone and the sales order is already waiting for approval.

No note-taking. No post-call data entry. No "let me key that in and call you back."

Live call, transcribing
Customer:

"I need 200 units of the 3/4-inch copper fittings, and 50 of the ball valves, the ones we got last time."

Rep:

"Got it. Same ship-to as last order?"

Customer:

"Yeah, warehouse on 5th Street."

Auto-generated order
COP-750 · 3/4" Copper Fitting× 200
BV-200 · 3/4" Ball Valve× 50
Ship-to: Warehouse, 5th StReady for approval
Built Different

Not another automation tool.
A system that understands.

Any format. No templates.

Emails, PDFs, spreadsheets, EDI, faxes, phone calls, photos of handwritten POs. The system reads what your customers actually send. No setup templates. No field mapping.

Gets smarter every day.

Every correction your team makes trains the system instantly. New customer alias? Learned. Pricing exception approved? Remembered. Most teams hit 95%+ automation within 4 weeks.

Understands, not just matches.

"The same copper fittings we got last time" maps to the right SKU, the right quantity, the right price. Context, not just keywords.

The Real Cost

Your payroll scales with revenue.
It shouldn't.

Order desk payroll$55K to $70K per person fully loaded. 1 person per 50-80 orders/day.
OvertimePeak season, month-end, covering call-outs. 10-15% on top of base payroll.
Training & turnover3-6 months to train. 25-30% annual turnover. $15K-$25K per departure.
Error costs$50-$200 per error in rework, credits, re-ships. At 5% error rate × 200 orders/day = $500-$2,000/day.
AR & collectionsAverage DSO in distribution is 45-55 days. Every day of DSO is working capital trapped in receivables. At $10M revenue, 10 fewer DSO days frees $274K.
Opportunity costYour best people buried in data entry and chasing payments instead of growing the business.
How It Works

Live in 14 days.
No disruption. No new software.

1
Day 1

Operations Review

We watch how orders actually flow, not how the process doc says they should. We map the real workflow and spot the biggest time sinks.

2
Days 2-10

Build & Connect

Configure for your ERP, pricing structures, part number mappings, exception rules. We layer on top of what you already run.

3
Days 11-14

Parallel Run

System runs alongside your team. Every order processed by both. You compare results. Nothing goes autonomous until you say so.

4
Day 14+

Go Live

System takes over. We monitor daily, improve monthly. Your team shifts to exceptions only. Weekly reports on hours saved.

Before & After

What changes in 30 days.

PO arrives by email

Someone opens it, reads it, starts keying

Picked up, parsed, processing in seconds

Customer calls in an order

Rep takes notes, keys it in after the call

Transcribed and entered during the call

Customer part numbers

Manual lookup in a spreadsheet or memory

Auto-mapped, new aliases learned

Pricing validation

"Let me check the contract..."

Auto-validated. Mismatches flagged instantly

Availability

Discovered at pick stage. Too late

Checked before order creation

Order entry

15-20 min manual keying per order

Created automatically in under 2 min

Acknowledgment

"I'll get back to you" (hours/next day)

Auto-sent within minutes

Error rate

5-8%, caught downstream

Under 1%, caught before warehouse

Order desk focus

80% data entry, 20% service

15% exceptions, 85% real work

Invoicing

Manual invoice generation from shipped orders

Auto-generated, matched, and sent

Collections

AR team calling and emailing manually

Automated follow-up, payments auto-applied

Volume grows 30%

Post a job listing, wait 3 months

System handles it. No new hire.

Who This Is For

Built for distributors.
Nobody else.

We don't build automation for "businesses." We automate order processing for wholesale distributors. That's all we do.

  • $10M to $500M in revenue, and order volume has outgrown your team
  • 20+ hours/week re-keying POs into your ERP by hand
  • Back-office payroll keeps growing but margin per order stays flat
  • Customers use their own part numbers. Half the day is SKU lookups
  • Pricing errors costing you credits, disputes, and customer trust
  • AR aging keeps climbing and your team can't chase invoices fast enough
  • Running Sage, NetSuite, SAP B1, or Epicor. Not looking to replace it
  • You're about to hire another order clerk
Electrical

Wire, conduit, fittings, panels, lighting

HVAC & Plumbing

Pipe, valves, compressors, refrigerant, fixtures

Industrial & MRO

Fasteners, bearings, safety, abrasives, tools

Food & Beverage

Dry goods, frozen, dairy, packaging, disposables

Building Materials

Lumber, drywall, roofing, insulation, concrete

Jan-San & Packaging

Cleaning, paper, liners, dispensers, PPE

Auto Parts

OEM, aftermarket, fluids, filters, accessories

Specialty & Niche

Medical supplies, pool/spa, ag, pet, safety

Results

Distributors we've done this for.

Regional Electrical Distributor

$45M Revenue · 3 Warehouses
$280K/year
total annual savings
85% orders auto-processed
Error rate: 6% to 0.8%
3,000+ aliases mapped
25% volume spike absorbed, zero hires

"My team isn't doing data entry anymore. They're actually talking to customers. And when our volume spiked in Q4, I didn't have to scramble to hire temps."

, VP of Operations

National HVAC Parts Distributor

$120M Revenue · 8 Locations
$750K/year
payroll savings + sourcing gains
Order time: 18 min to 3 min
Order desk: 8 to 3 people
94% AP invoices auto-processed
2 new locations, zero back-office hires

"The 5 people we moved into account management generated more revenue in their first quarter than we saved on payroll."

, COO

Specialty Food & Beverage Distributor

$22M Revenue · 1 Warehouse
$4M
new revenue from reinvested time
Owner reclaimed 25+ hrs/week
Same-day processing (was next-day)
Zero stockouts in 90 days
$65K hire delayed indefinitely

"I spent last quarter selling. Revenue is up 18%. That doesn't happen if I'm sitting at a desk copying line items into QuickBooks."

, Owner / CEO
Pricing

Costs less than your
lowest-paid order clerk.

Replaces the mechanical work of 3-6 people for a fraction of one salary. Doesn't call in sick, doesn't need training, doesn't quit after 8 months.

Core

Order Processing

$2,500/month

  • Full order processing automation (9-step pipeline)
  • PO intake (email, EDI, portal, fax, phone)
  • Phone & voice order processing
  • SKU matching with customer part number aliases
  • Pricing validation (contract, tier, promo, matrix)
  • Availability check and backorder flagging
  • Sales order creation in your ERP
  • Exception routing with full context
  • 24/7 operation + weekly reports
Get Started
Most Popular

Growth

Full Order-to-Cash

$5,000/month

Everything in Core, plus:

  • Full order-to-cash pipeline (quoting, invoicing, collections, cash application)
  • Quoting automation & sales intelligence
  • Priority support & monthly optimization
  • Multi-warehouse and multi-entity support
Get Started
No setup fees
No long-term contracts
14-day parallel run
Dedicated account manager

The guarantee: 30+ hours/week saved or you don't pay.

FAQ

Common questions.

Does this work with our ERP?
Sage 100/300/X3, NetSuite, SAP Business One, Epicor Prophet 21/Eclipse, Dynamics 365, Acumatica, QuickBooks, Distribution One, JobBOSS? Yes. We've connected to 15+ ERP systems. Running something else? Let's talk.
Our customers all use different part numbers. Can it handle that?
That's specifically what this is built for. Customer part numbers, aliases, UPCs, manufacturer numbers, all mapped to your internal SKUs. New alias? Flagged once, learned permanently.
Our pricing is complicated: contracts, volume tiers, promos, customer overrides. Can it validate all of that?
Yes. Every contract, every tier, every override, every promo. When a PO comes in at the wrong price, the system flags the specific discrepancy and routes it to the right person.
We get orders by email, EDI, and a customer portal. All three?
Yes. Email attachments (PDF, Excel, CSV), EDI 850s, web portal exports, fax-to-email. Different customers, different channels, different formats. All handled the same way.
How do you handle exceptions and edge cases?
We build your exception rules during setup. When the system hits something new, it flags it with full context. It doesn't guess. Over time, the exception rate drops as it learns your patterns.
Can my team still see everything in the ERP?
Every order, every action, every flag lives in your ERP exactly where it always has. Orders look the same whether the system entered them or a person did.
Is our data safe?
Your data stays in your systems. We connect via secure APIs, the same way your ERP vendor's integrations work. We don't store your customer data, pricing, or order history on our servers.
What if we want to stop?
You stop paying. Your ERP, data, processes: everything stays as-is. We're layered on top, not embedded inside. No lock-in, no exit penalty.
How is this different from our ERP vendor's automation?
They sell software features: more config screens for your team. We deliver outcomes. The full cycle runs autonomously. Your team doesn't configure, maintain, or monitor it. We do.
We tried automation before and it didn't work.
Probably because it was generic. We're built for distributors: three-way matching, customer part number aliases, matrix pricing, drop-ship POs, complex BOMs. We understand your actual workflow, not a theoretical one.
Can we start small and expand later?
That's what most distributors do. Start with order processing, see results, then expand to quoting, sales intelligence, inventory, vendor comms, collections, or AP. Integrations and data are already in place.
We're not a distributor. Does this work for manufacturers / 3PLs?
Yes. The core workflow (inbound orders parsed, validated, and entered into your system) is the same whether you're a distributor, manufacturer, 3PL, or any B2B operation processing high-volume orders. We adapt to your specific ERP, pricing rules, and product catalog.
How does the phone agent work?
It joins your rep's call as a silent listener. The customer never knows it's there. It transcribes in real time, extracts line items, matches SKUs, and creates the order. By the time your rep hangs up, the sales order is waiting for approval. Works with any phone system.
How accurate is the AI?
Accuracy starts around 80% on day one and reaches 95%+ within 3-4 weeks as the system learns your specific catalog, customer patterns, and pricing rules. Every correction your team makes trains the system instantly. No retraining, no waiting.
Will this replace my team?
It replaces mechanical work, not people. Your best people move to revenue-generating roles. And the next time volume grows, you don't hire. The system scales with you.

Stop scaling headcount
with order volume.

30-minute call. We map your current order flow, show you what gets automated, and quote a 14-day go-live. No commitment.