What is ERP document automation?
ERP document automation is the practice of turning unstructured inbound documents (emails, PDFs, attachments, and messages) into structured ERP records without manual data entry. AI reads the document, identifies the relevant fields (customer, items, quantities, prices, dates), matches them against your catalogue and contacts, and drafts a ready-to-post ERP record. A person reviews the draft and approves it, and only then does it write to the ERP through an API or MCP layer. It removes the routine keying while keeping a human in control of every record.
From inbox to ERP
Four stages, from an incoming email or message to a clean record in the ERP you already run.
- 1
Capture from any channel
An order, invoice, or quote arrives by email, PDF, or attachment, or as a WhatsApp or voice message. It is detected and read automatically, whatever the format.
- 2
AI reads and extracts
The model identifies every relevant field and matches items and contacts against your catalogue, so a typo'd product name or a supplier variant still resolves to the right record.
- 3
You review and approve
The drafted record appears as a plain-language preview. Your team checks it and approves with one tap, or corrects it first. The person always has the final say.
- 4
It writes to your ERP
On approval the record posts to your ERP through an API or typed MCP layer. No migration, no system change, no ad-hoc write. It works with the ERP (or CRM) you already run.
Why teams choose us over point tools
Most document-to-ERP tools stop at email and one system. We go wider, and we keep a human on every write.
Beyond the inbox
Not just email and PDFs. The same pipeline captures orders and updates from WhatsApp, Telegram, and voice notes, where a lot of real business actually happens.
ERP and CRM
Write to the system of record you run, whether that is your ERP, Salesforce, HubSpot, Pipedrive, or a platform we built for you. One capture layer, any destination.
A human approves every record
AI proposes, a person confirms, and the write goes through a typed, auditable layer. A misread is caught in the preview, so a wrong entry never quietly reaches your books.
Works with your existing system
API and MCP integration means no rip-and-replace and no long IT project. We analyze your process, pilot it, and you go live in a few weeks.
Frequently asked questions
How do you turn emails into ERP records?
AI reads the incoming email and any attachments, identifies the relevant fields (customer, items, quantities, prices, dates), and drafts a structured ERP record. Your team reviews a plain-language preview and approves it, and only then does it post to the ERP through an API or MCP layer. There is no manual re-keying and no copy-paste.
Which documents can it handle?
Incoming orders, invoices, quotes, and enquiries, whether they arrive as email text, PDFs, scanned documents, or attachments. Because the extraction is model-based rather than template-based, it handles the irregular formats real suppliers and customers send, not just one fixed layout.
Does it work with my ERP?
Yes. Integration is API or MCP based, so it communicates directly with your existing ERP and works with your current records, with no system change and no complex migration. It fits in front of the ERP you already run rather than replacing it.
Can the AI post to the ERP on its own?
No, and that is deliberate. The AI only drafts a record. A person on your team approves it before anything posts, and the write goes through a typed, scoped layer rather than giving a model direct database access. A wrong entry in a system of record costs more than no entry, so the approval step is not optional.
What about wrong extractions and accuracy?
We engineer for accuracy rather than rely on a perfect model: model-based extraction matched against your catalogue and contacts, plus automated checks that flag low-confidence values. The approval step then sits on top as a final peace-of-mind layer — the drafted values are shown back to your team in a preview where anything off is caught in a glance, before the record ever reaches the ERP.
Can it capture from WhatsApp or voice, not just email?
Yes. The same pipeline handles email and PDFs as well as WhatsApp, Telegram, and voice notes, with transcription added for voice. It writes into your ERP or your CRM, so a single capture layer covers the channels your customers and field team actually use.
See it on your own documents
Send us a sample of the emails and documents you key in by hand, or book a 30-minute demo. We will show you what going from inbox to ERP looks like on your process.
