Wholesale & industrial distribution

Stop re-keying POs, vendor sheets, and quotes into the ERP.

Incoming buyer documents become staged orders your inside-sales team reviews in seconds — not 15-minute typing sessions. Catalog match against your items. Human approval before anything posts.

Who it’s for

Wholesale and industrial distributors — HVAC, electrical, plumbing, fasteners, auto parts, building materials. Typical profile ~$30M–$250M revenue, high-volume order desks, Google Workspace or Microsoft 365 alongside the ERP.

Systems of record

Text names only — we do not borrow vendor logos.

  • NetSuite
  • Epicor Prophet 21 / Eclipse
  • SAP Business One
  • Infor

How it works

Unstructured documents → model extraction → mapping into the system you already run → human-in-the-loop approval.

  1. 1

    Intake

    Customer email, PDF purchase orders, vendor sheets, and scanned quotes — the non-EDI remainder your Bill Capture tool still leaves on the desk.

  2. 2

    Parse

    Gemini / Vertex AI and Document AI extract line items, quantities, UOMs, and promised dates into structured payloads.

  3. 3

    Match

    Semantic product matching against your ERP catalog. Buyer part numbers and colloquial names are the point — not a happy-path EDI map.

  4. 4

    Stage & approve

    Orders land in a staging queue. A named human reviews and posts. No silent write to production.

Proof, without a case study

Proof angle — time on the PO, not a fabricated ROI

The honest proof is operational, not a made-up recovery percentage. Inside sales still types line items off PDFs. Peak hours backlog. Wrong SKU, wrong quantity, mis-ship, return. We show the pipeline on your documents in the audit — sample PO to structured JSON to a staged order or CSV stub — so you can see match confidence and the human review step before any retainer.

Honest boundary

This complements native Bill Capture and SAP Document AI. We take the messy multi-document remainder those tools do not finish. Item/UOM master mismatches stay a data problem; the agent does not invent a clean catalog. Your ERP remains the system of record.

How we engage

The audit maps document types, the ERP write path (API, CSV, or staging table), and match rules. The FDE builds the extractor, the staging queue, and one production write path with human-in-the-loop.

$7,000 Audit → $14,000/mo FDE. Mon–Fri 9:00am–5:00pm EST.