AI reads customer PO emails — body text, PDF attachments, Excel files, forwarded portals. Extracts all order fields, matches customer to ERP account, creates confirmed sales order. Order confirmation reply generated and sent automatically.
AI processes invoices arriving at ap@ or invoices@: classifies as invoice vs statement vs credit note, extracts all AP fields, matches to PO, routes for approval, posts to ERP. Handles scanned PDFs, digital PDFs, and email body invoices.
AI identifies emails requesting a quote, extracts line items, quantities and delivery requirements, creates a quote request in your CRM or CPQ tool, and triggers the quoting workflow — so your sales team responds faster than competitors.
Supplier or customer remittance advice emails: AI extracts the list of invoices being paid and the amounts, matches to open AR items, and posts the matching entries. Handles partial payments and deductions with discrepancy flagging.
Customer complaint and query emails classified, key information extracted (order number, product, issue type, urgency), and CRM ticket created in Salesforce, ServiceNow, or Zendesk. Auto-acknowledgement sent to customer. Priority set by complaint type.
Customer change requests by email (quantity, delivery date, address, cancellation): AI identifies the change request, extracts what is changing and on which order, and updates the ERP record — or flags it for approval if the change exceeds policy thresholds.