Industries
Workflow automation for distributors and wholesalers
Distributors run on orders, quotes and invoices that arrive by email in every format. The order desk and AP team spend much of the day retyping them into the ERP or QuickBooks.
Book a free 20-minute callWork we would look at first
- Emailed PDF purchase orders drafted into sales orders for review
- RFQs turned into draft quotes with item cross-references suggested
- Vendor invoices drafted as bills, matched to POs where possible
- Stopping double entry between QuickBooks and the warehouse or ops system
- Weekly sales, margin and open-order reports pulled together automatically
How it starts
A free 20-minute call, then usually a fixed-price process audit ($4,500, 1–2 weeks) that ranks what to automate, with a rough cost and payoff for each. The best candidate becomes a pilot (fixed scope, 4–6 weeks, $12,000–$20,000) inside the systems you already use.
Related services
Quotes and order entry · Invoice and AP entry · Reports and answers from your files
Further reading
PDF POs to ERP Sales Orders · Automating RFQ and Quote Intake · Stop QuickBooks Double Entry · POD Paperwork to Billing
Want to talk through where your team's time goes? Book a free 20-minute call. No pitch; if automation is not a fit, we will say so.