AI for the work around your ERP, not a new ERP.

Customer orders and RFQs by email and PDF, supplier order confirmations and invoices, exports from customer and supplier portals, EDI messages and the Excel files that sales, purchasing and finance keep beside the ERP.

Customer and supplier accounts, item master and customer part numbers, price lists and payment terms, open sales orders and purchase orders, stock and delivery dates, read from SAP, Dynamics 365, Business Central, NetSuite, Epicor, Infor, Acumatica, Sage or the ERP you run.

Agreed per company with your ERP team and IT policy: API, direct database access, scheduled exports or an approved import file. Elentaria works with the method you choose and does not replace the ERP.

Document type, sender, references, line items, quantities, units, prices, dates, addresses and terms, taken from email bodies, PDF and scanned attachments, spreadsheets, portal exports and EDI messages.

Sender matched to the customer or supplier account, ship-to and bill-to addresses to the account's addresses, customer or supplier part numbers to your item master, units and pack sizes converted to the ERP's units.

A confirmation matched to its purchase order, an invoice to its purchase order and goods receipt, a customer amendment to its sales order, line by line, with duplicates and already-processed documents detected.

Customer and supplier price lists, contract prices, quantity breaks, discounts, minimum order quantities, payment and delivery terms, credit limits and the tolerances you allow between a document and the ERP record.

Order value, price deviation, quantity deviation, date deviation and credit exposure limits, each with the person who decides when the limit is passed.

Documents above a threshold, outside standard terms or with an unmatched line are held and sent to the named approver with the ERP record, the document and the difference shown together.

Sales orders created from customer orders, purchase orders updated from supplier confirmations, goods receipts recorded from delivery documents, supplier invoices registered against their purchase orders, and customer invoices prepared from delivered orders.

Through the ERP's API, a database write, a prepared import file in the ERP's format, or a completed transaction that waits for a person's confirmation before it is posted, as agreed for each document type.

The original email or PDF, the extracted data, the checks that were run and the approver's decision, stored against the ERP transaction and the case.

CRM opportunity and account activity, finance and credit records, the spreadsheet a team still keeps, and links between the ERP transaction, the case and the original document.

Order acknowledgements to customers, confirmation replies to suppliers and invoice notices, sent in the format each party expects, with the ERP reference included.

For every document: where it came from, what was read, what it was matched to, which rules ran, who approved what and which ERP transaction resulted.