Sales Order Automation
AI reads each order and prepares the SAP sales order. Your order desk approves it.
See how it worksIndustries · Manufacturing · Order-to-cash workflow
Shorten the time from order to cash.
Every order keyed in by hand slows your cash and invites mistakes. We help your team get orders right the first time, and paid sooner.
The problem
Where the order-to-cash workflow slows down.
Each stage has its own manual work, and each one delays cash.
Order received
Orders your automation cannot read are keyed into SAP by hand.
Before invoicing
A price that differs from the contract reaches the invoice.
Short payment
Each deduction is matched to its invoice by hand.
Payment arrives
Cash waits until each payment is matched to open invoices.
Clean orders make every later stage easier. That is where we start.
The workflow
One workflow, four agents, built one at a time.
A workflow is a chain of stages, and each stage needs its own AI agent. Order-to-cash has four stages, from the customer's order to cash in the bank. We map the agent each stage needs with your team. We build the first agent, take it live, then add the next.
- 1
Map the workflow
We walk through each stage with your team and name the agent it needs.
- 2
Build agent 1 and go live
We build Sales Order Automation first, test it on past orders and take it live.
- 3
Add the next agent
Each new agent reuses the same data, rules and templates, so it goes live faster.
The four agents in the order-to-cash workflow
Pre-bill Validation
AI checks each order against the contract. Your team clears what it flags.
Deductions and Disputes
AI matches each deduction to its cause and drafts the reply. Your team sends it.
Cash Application
AI matches each payment to open invoices. Your team reviews the rest.
Agent 1
Sales Order Automation
Every customer order in SAP the day it arrives. Your order desk approves it.
It picks up the orders your current automation cannot complete. AI reads each one and prepares the sales order from your SAP master data.
- 1
Pick up
Takes each order that needs work.
- 2
Read
AI reads the order and matches it to SAP master data.
- 3
Prepare
Builds the sales order and rates how sure it is.
- 4
Review
Your order desk approves it.
- 5
Update
Creates the order in SAP and marks it done.
Everything runs in your own cloud, and every step is logged.
Use cases
What clean order data makes possible.
Every order is saved with its details and result, for other teams to use. Each card shows the data it needs.
Order errors by source
See which customers, formats and products cause errors, and fix them at the source.
NeedsOrdersError reasons
Master data clean-up
The gaps found during order entry show exactly where SAP master data needs work.
NeedsOrdersSAP master data
An earlier view of demand
Orders and changes captured the same day give planners an earlier view of demand.
NeedsOrdersOrder changes
Cash forecasting
Same-day orders and fewer deductions show finance when cash will arrive.
NeedsOrdersInvoicesDeductions
The same order data also feeds your reports and AI agents across order-to-cash. Built on the manufacturing data foundation ›
Manufacturers on SAP
What this workflow can deliver
Typical results for order-to-cash, based on industry averages.
Typical
80%
Of orders prepared with no manual keying
Typical
Same day
Order entry for every order
Typical
50%
Fewer order errors reaching invoices
Typical
25%
Fewer deductions caused by order errors
We will add measured client results as the work goes live.
Questions
Questions order-to-cash leaders ask us.
Do we need all four agents?
No. Each agent works on its own. We map all four so they share data and rules. Then we build them one at a time, fastest payback first.
Do we have to replace our OCR or RPA?
No. Sales Order Automation takes only the orders your current automation cannot complete.
SAP and automation vendors sell AI for orders. Why build ours?
Their tools work inside one product. Ours works across your email, portals, SAP and current automation. You own the agent and its rules.
Does each customer need its own template?
No. AI reads each order as written, so new formats need no setup.
How do you keep the AI accurate?
Every order gets a score for how sure the AI is. Your order desk approves each one. We test every AI change on past orders before it goes live.
Where does our order data go?
It stays in your own cloud tenant.
Get started
See what it would have done with your own orders.
4 minutes
AI Readiness Diagnostic
Ten questions about your data, systems and teams. You get a score and a clear place to start.
Take the AI Readiness DiagnosticDownload a sample report ›2 to 3 weeks
Data Readiness Assessment
Our data engineers score your data and give you a ranked plan for the first projects.
Book a Data Readiness AssessmentDownload a sample report ›5 days
AI Use Case Prioritization
Your AI ideas scored and ranked, with the right agent, model and size for each.
Book AI Use Case PrioritizationDownload a sample report ›2 weeks
Order Backtest
We run Sales Order Automation on a sample of your past orders and show you the results.
Book an Order Backtest