Intelligent Order Entry Processing Software
Stop Typing Orders. Start Shipping Product
Eliminate the bottleneck between your customer’s purchase order and your ERP. Pivotly provides automated sales order processing: extracting, verifying, and entering data instantly to cut your cycle time by 90%.
The "Black Hole" in Your B2B Order Management.
our customers want their products now. But their orders are sitting in an inbox, waiting for a human to manually key them into the system.
You are paying your Customer Service Reps (CSRs) to act as "Human Middleware," bridging the gap between a PDF and your ERP.
The Backlog:
Orders pile up, delaying shipping and slowing down revenue recognition.
The "Fat-Finger" Tax:
One wrong keystroke on a SKU or Quantity leads to expensive returns (RMAs), re-stocking fees, and angry customers.
The Scalability cap:
You can't grow your sales volume without hiring more typists
From Inbox to ERP. Instant PDF to ERP Automation.
#1
Universal Ingest:
Pivotly connects directly to your “Orders” email inbox or vendor portal. We handle purchase order extraction from PDFs, Excel sheets, or images the second they arrive.
#2
Smart Extraction:
Our AI doesn’t just read text; it identifies customer SKUs, maps them to your Internal part numbers, validates pricing against your catalog, and captures complex line-items.
#3
Human Review:
Your CSR sees a side-by-side view of the PDF and the extracted data. They verify the interpretation, handle exceptions (e.g., “Discontinued Part”), and click “Approve.”
#3
Sync & Send:
The approved order is locked into the Pivotly operational foundation, creating a permanent audit trail, and pushed directly into your ERP to trigger fulfillment.
The "Long Tail" Solution
Your order processing strategy has a massive gap. You have EDI for your largest partners and manual entry for everyone else. Standard OCR tools try to fill this gap but fail because they lack context: reading text without understanding business logic.
Pivotly is the flexible foundation that combines AI with the rigor of EDI, ensuring that the 80% of orders arriving via email are processed with the same speed, governance, and reliability as your direct integrations.
#1 EDI Alternative:
EDI is great for your biggest customer, but your other 500 customers refuse to use it. Pivotly handles the "Long Tail" of messy PDFs that EDI can't touch, acting as a universal adapter for your business.
#2 Governance & State:
We don't just dump data. Pivotly acts as an Authority Layer. If a customer sends a duplicate PO, we flag it. If the price on the PO doesn't match your ERP, we highlight it. We protect your database from bad data.
#3 Zero Data Loss:
Webhooks break. Emails get lost. Pivotly’s V3 architecture ensures every single order is captured, logged, and processed. Nothing falls through the cracks.
Faster Orders. Higher Margins
- Slash Order-to-Cash Time
- Eliminate Return Costs
- Scale Without Headcount
Send us 5 of your messiest, most complex Purchase Orders. We will configure a workflow to process them automatically.
You see the results in your own system before you pay a dime.
You see the results in your own system before you pay a dime.
What Our Clients Say About Us:
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