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AI-Powered Email-to-ERP Order Automation

Still manually processing orders and invoices from emails, PDFs, Excel files, or scanned documents? We help businesses automate the capture, validation, and transfer of document data into their ERP. Built around your existing workflows and business rules, our AI-powered solution reduces manual effort, improves accuracy, and helps your team process documents faster. Book a free consultation to see how it can work for your business.

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    Automate Order Processing From Email to ERP

    Reduce Manual Order Entry

    Reduce Manual Order Entry

    Automatically extract order information from customer emails and their attachments instead of manually copying product, quantity, customer, and delivery information into your ERP.

    Process Email Orders Faster

    Process Email Orders Faster

    Capture order information from emails, PDFs, Excel files, images, and scanned documents and prepare the data for your ERP, helping your team reduce repetitive processing and move orders forward faster.

    Validate Order Data Before ERP Entry

    Validate Order Data Before ERP Entry

    Validate extracted customer, product, SKU, quantity, pricing, and delivery information against your business rules and ERP data before the order is transferred.

    Integrate With Your Existing ERP

    Integrate With Your Existing ERP

    Connect the order-processing workflow with your existing ERP and map extracted order information to the fields and processes your business already uses.

    Handle Different Document Formats

    Handle Different Document Formats

    Process information from emails, PDFs, Excel files, scanned documents, and other formats without changing how your customers send their orders.

    PROCESS

    From Your Inbox to Your ERP

    Capture Incoming Orders

    Orders, invoices, and other documents continue to arrive through your existing channels, whether by email, PDF, Excel, scanned documents, or images. There's no need to change the way your customers or suppliers work.

    Extract Order Information

    AI identifies the required information, such as customer or supplier details, products, quantities, prices, invoice numbers, and delivery information. The extracted data is validated against your business rules and ERP data.

    Match Customers and Products

    The extracted information can be matched against customer and product records in your ERP. Product names, SKU numbers, customer identifiers, and other order information can be mapped to the corresponding ERP records before the order is created.

    Validate Order Data

    Before information reaches the ERP, the workflow can validate order data against predefined business rules. This can include product availability, customer information, pricing, quantities, required fields, and other validation requirements specific to your business.

    Review Exceptions

    Not every order needs to be processed automatically. When information is missing, ambiguous, or below a configured confidence threshold, the order can be flagged for human review. Your team can resolve the exception before the order continues through the workflow.

    Create the ERP Order

    Once the order information has been validated, the data is mapped to the required ERP fields and transferred through the configured integration. This removes the need to manually re-enter the same order information into your ERP.

    Custom Email-to-ERP Automation Built Around Your Business

    Keep Your Existing Order Process

    Keep Your Existing Order Process

    Customers can continue sending orders through their existing email and document workflows without requiring a new ordering portal.

    Built Around Your Business Rules

    Built Around Your Business Rules

    Every business processes orders differently. We tailor the workflow to your validation rules, approval steps, and ERP requirements instead of asking you to adapt to a standard system.

    Human-in-the-Loop Order Validation

    Human-in-the-Loop Order Validation

    Routine orders can move through automatically, while orders that need attention can be flagged for your team's review before reaching your ERP. You decide where automation ends, and human oversight begins.

    What Is Email-to-ERP Order Automation?

    Email-to-ERP order automation is a workflow that uses AI to extract order information from customer emails and attachments, validate the data against business and ERP rules, and transfer the approved information into an ERP system.
    Instead of manually reading an email, opening an attachment, identifying the customer and products, and entering the information into an ERP, the automated workflow captures the relevant order data and prepares it for processing.

    Depending on the workflow, orders can be processed automatically when the extracted information meets predefined confidence and validation requirements. Orders with missing information, uncertain product matches, or other exceptions can be sent to a team member for review.

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    FAQs

    Can you automate order and invoice processing from emails and attachments?

    Yes. Our solution can process orders and invoices received by email, PDF, Excel files, scanned documents, images, and other supported formats. The required information is captured, validated against your business rules, and prepared for your ERP.

    Is this suitable for B2B, wholesale, or e-commerce businesses?

    Yes, the solution is designed for B2B order automation, wholesale order processing, and e-commerce businesses that receive customer orders via email and documents.

    Do we need to change our existing ERP processes for automation?

    No, the solution integrates with your existing ERP workflows. Orders are automatically transferred without changing how your ERP system works.

    Is this a software product or a custom solution?

    It is a custom AI-based order automation solution tailored to your business processes, order formats, and ERP system.

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      What's your challenge? Let's talk!

      I'm Aneesh Sreedharan, CEO of 2Hats Logic. Tell us about your goals, and I'll personally review your message to see how we can help you achieve them.