Stop paying people to do robot work in B1. We automate the repetitive workflows draining your team: order import from email or EDI, invoice approval routing, payment matching, inventory alerts, customer communications. Built on B1 Service Layer and DI API, fully supported.
Extract structured data (item codes, quantities, ship-to) from PDFs or EDI 850s using AI document parsing. Create draft sales orders in B1 for your team to confirm.
AP invoices over a threshold go to the right approver based on department, vendor, or dollar amount. Approvals happen in Slack, Teams, or email. Approved invoices auto-post to B1.
Import bank deposit data, match deposits to outstanding invoices using customer name, amount, and memo, and apply payments in B1. Unmatched items flag for manual review.
When inventory drops below reorder point, generate draft purchase orders. Optional: auto-submit POs to preferred vendors for fast-moving items.
Order confirmations, shipping notifications with tracking, payment reminders, statement delivery. Triggered by B1 events, sent via email or SMS, branded to your business.
B1 to Shopify (or vice versa), B1 to CRM (HubSpot, Salesforce), B1 to e-commerce platforms, B1 to freight carrier APIs.
Full service page with pricing breakdowns by workflow and detailed FAQ coming soon.
Book a free 1-hour assessment. We'll walk through the workflows your team spends the most time on and identify what's automatable. Within three business days, you get a written proposal with fixed-fee pricing.