Order entry from email, PDF & fax
Customer POs arrive as emails, PDFs, spreadsheets — even faxes — and someone types every line into the ERP. Slow, error-prone, and it stops when they go to lunch.
AI for Wholesalers & Distributors
Move more product without adding a single back-office chair.A practical plan built around how wholesalers and distributors actually operate.
Order entry from emails and faxes. Stock checks. Customer-specific pricing. Freight quotes and BOLs. Backorder updates. You're spending 20+ hours a week moving data between your inbox and your ERP — and the distributors taking your accounts aren't cheaper, they're just faster to confirm.
START HERE: AI Opportunity Finder
Take your AI Assessment (free) → continue the conversation with Allie, our AI business expert (free) → get your Customized AI Roadmap report for $99.Prefer to skip the questions? Talk to Allie now →
Here’s the problem
You built this business on relationships and reliability — not on re-typing purchase orders from PDFs, digging through spreadsheets for the right customer price, and answering "where's my order?" forty times a day. The average distributor's inside team loses 20–30 hours a week to manual order handling. There's a ceiling on how many accounts you can serve well, and it's not your warehouse — it's your paperwork. The competitors growing around you have removed that ceiling.
The opportunity
AI can read an emailed PO and stage the order in your ERP in seconds, answer stock and price questions instantly against your live data, apply the right customer-specific pricing every time, generate freight docs from the shipment, and send proactive backorder and delivery updates before the customer has to ask. You don't need more inside-sales headcount. You need the right systems.
The promise
Walk away with a prioritized roadmap showing exactly which automations to build first — ranked by hours saved — and a 7-day plan to start implementing. Most distributors reclaim 15–25 hours a week across the inside team.
We can build it for you
The roadmap is yours to implement — or hand it to our team. We've built automation systems for businesses for 15+ years. We'll wire up your ERP, connect your order flow, and get every routine running so the time savings actually show up in your day.
Where your time is going
The bottlenecks between you and more accounts
Stock checks & "where's my order?"
Every availability question, ETA request, and shipment status check interrupts someone who has to look it up in the system and write back.
Customer-specific pricing & quotes
Contract pricing, volume breaks, and special deals living in spreadsheets and memory. Quoting means cross-checking three places — and a wrong price costs margin or trust.
Purchasing & supplier follow-up
Reorder points watched by eye, POs chased by email, and stockouts discovered when a customer orders what you don't have.
Freight quotes, BOLs & shipping docs
Rate shopping carriers, generating BOLs and labels, and re-keying shipment details that already exist in the order.
Backorder & delivery communication
Telling customers what's late, what shipped, and what's on backorder — manually, reactively, and usually after they've already called.
What changes
What your operation looks like with AI
✓
Order entry automation
AI reads the emailed PO — PDF, spreadsheet, or plain text — matches items to your SKUs and customer pricing, and stages the order in your ERP for one-click review. Minutes, not hours.
✓
Instant stock & status answers
Availability, pricing, and order-status questions answered automatically against your live inventory — by email or portal — before your team even sees them.
✓
Pricing guardrails
Contract prices, volume breaks, and margin floors applied automatically on every quote and order. No spreadsheet archaeology, no accidental margin giveaways.
✓
Replenishment watchdog
Reorder points monitored continuously, draft POs generated when stock runs low, and supplier confirmations chased automatically so stockouts stop surprising you.
✓
Freight docs on autopilot
Carrier rates compared, BOLs and labels generated straight from the shipment record — no re-keying, no transposed weights.
✓
Proactive order updates
Shipment confirmations, ETA changes, and backorder notices sent automatically the moment status changes. Customers stop calling because they already know.
Here's what you get
Step 1
Book Your Assessment
Pick a time on our scheduler. After checkout you'll receive a 5-minute pre-call form covering your current tools and the workflows eating most of your time.
Step 2
45-Minute Deep Dive
We walk through your actual day — the tasks you dread, where work piles up, and the automations you've tried and abandoned. We ask the questions you haven't thought to ask yourself.
Step 3
Custom Report in 48 Hrs
A tailored roadmap: top opportunities ranked by Impact vs. Effort, specific tool recommendations, estimated time savings per week, and a 7-day quick-start plan.
Step 4
Review Call & Launch
We walk through the report together, answer every question, and build your implementation plan. You leave with a concrete first action — not a PDF to figure out alone.
Is this a fit for you?
This IS for you if…
- ✓You're running a 5–100 person distribution business and order entry is eating your inside team
- ✓Customer POs arrive by email and someone re-types every line
- ✓You've lost accounts to competitors who confirm orders in minutes
- ✓You want to grow volume without growing back-office headcount
- ✓You've tried ChatGPT for emails but haven't connected AI to your ERP or order flow
This is NOT for you if…
- ✕You're moving a handful of orders a week — not enough volume to automate yet
- ✕You want us to run your operation for you — this is a roadmap you implement
- ✕You're not willing to spend 30 minutes learning a system that saves 15+ hours a week
Your investment
$999
If this assessment helps you keep one account or add one without new headcount — that's already a 10–50x return. Most distributors identify 15–25 hours of weekly savings.
100% Satisfaction Guarantee — if you don't find it valuable, we refund you.
1
Book Your Assessment
Pick a time on our scheduler. After checkout you'll receive a 5-minute pre-call form covering your current tools and the workflows eating most of your time.
2
45-Minute Deep Dive
We walk through your actual day — the tasks you dread, where work piles up, and the automations you've tried and abandoned. We ask the questions you haven't thought to ask yourself.
3
Custom Report in 48 Hrs
A tailored roadmap: top opportunities ranked by Impact vs. Effort, specific tool recommendations, estimated time savings per week, and a 7-day quick-start plan.
4
Review Call & Launch
We walk through the report together, answer every question, and build your implementation plan. You leave with a concrete first action — not a PDF to figure out alone.
Why trust us with your business?
AI advice is everywhere. What's rare is someone who connects it to your actual workflows and makes it stick.
We know your workflows.
We've worked across dozens of industries and we know the difference between generic AI advice and automation that actually fits how your business runs day to day.
15+ years of enterprise delivery.
Through our parent studio, Agents of Play, we've shipped AI and automation systems for some of the largest brands in the world — applied now to independent operators and growing businesses.
Roadmaps that get implemented.
We don't hand you a slide deck. Every recommendation is specific, tool-named, and sequenced so you can start the week you receive it — or hand it to our team to build.
Trusted by
What business owners are saying
Got questions?
We run an ERP (NetSuite, SAP, Dynamics, Epicor) — does this replace it?+
No. We work with whatever you already run — NetSuite, SAP, Dynamics, Epicor, Fishbowl, even spreadsheets. AI layers on top; your ERP stays the system of record and the manual work around it gets automated.
Our customers send POs as PDFs and even faxes. Can AI really read them?+
Yes. Modern document AI handles PDFs, spreadsheets, scanned documents, and free-text emails with high accuracy — and every order is staged for human review before it's released, so nothing ships on a misread line.
We have EDI with some accounts. Does this conflict with it?+
No — EDI keeps handling the accounts that have it. AI covers everyone else: the email, PDF, and phone-order customers who make up most of the manual work.
I'm not technical. Can my team actually implement this?+
Yes. Every recommendation comes with plain-English steps. Most tools require zero coding. If your team can run your ERP, they can run these automations.
How is this different from an ERP vendor or consulting retainer?+
This is a one-time engagement ending with a tool-specific roadmap you own. No ongoing retainer, no vague advice, no platform lock-in.
What results can I realistically expect?+
Most distributors identify 15–25 hours of weekly savings across the inside team. Order entry and status inquiries alone typically free 10+ hours a week — and faster confirmations keep accounts loyal.
The distributor that confirms fastest keeps the account.
The assessment is $999. One retained account more than covers it — and the system keeps paying on every order after.