See what your files become
Each line of work loads in its own files and comes off the line as a finished job, ready for your team.
DistributionAccepted quotes become sales orders
- Today, by hand
- A price mismatch, a wrong unit or a wrong ship to address is found after the order is released
- You load in
- Accepted quote, purchase order, customer agreement
- Held to
- Items, units, agreed rates, ship to
- Then
- Your team sends the sales order to the warehouse
Food productionRetailer orders become packing lists
- Today, by hand
- A short count, a missing case weight or the wrong case pack can go out
- You load in
- Retailer order, item specs, packing record
- Held to
- Item numbers, case pack, cases ordered, label details
- Then
- Your team sends the packing list with the shipment
AccountingClient statements become bank reconciliations
- Today, by hand
- A missing bank statement or an unexplained difference can sit until review
- You load in
- Bank statements, ledger export
- Held to
- Statement lines, reconciling items, your review rules
- Then
- Your reviewer signs off the reconciliation
InsuranceRenewal forms become renewal comparisons
- Today, by hand
- A lower limit, a higher deductible or a dropped endorsement can go unseen
- You load in
- Renewal, expiring policy, client request
- Held to
- Named insureds, limits, deductibles, endorsements
- Then
- Your licensed team decides what goes to the client
BillingQuotes and invoices, drafted to your rules
- Today, by hand
- A wrong rate, a missed extra visit or materials left off the invoice
- You load in
- Job request, job notes, rate card, client terms, payments received
- Held to
- Rates, quote lines, client terms, due dates
- Then
- Your team sends each quote and invoice, and handles payment follow-ups
Your work runs on files and rules too?
Bring a real case, and we will show you the line.
- You load in
- The files your team already works from
- Held to
- The rules your team already follows
- Then
- Your team reviews what comes back