It creates delivery notes and outgoing invoices from orders and shipments, reconciles line items and quantities, and prepares customs documents where needed. Approval and dispatch stay with your team.
Line items, quantities, and prices from the order confirmation, delivery note, and ERP get recounted by hand before the invoice can go out.
Every partial or consolidated shipment gets a delivery note pieced together in the ERP by hand, with addresses and shipping methods often maintained twice.
For export shipments, commercial invoices, certificates of origin, or export accompanying documents get pulled together under time pressure once the freight forwarder is already waiting.
Wrong quantities, forgotten discounts, or mismatched delivery addresses only surface at accounting or with the customer, costing credit notes, clarification calls, and rework.
XRechnung, ZUGFeRD, PDF or upload to a customer portal: with mandatory e-invoicing, every invoice has to go out in the right format through the right channel.
Bottlenecks specific to your workflow are included in the scope.
The agent prepares, you approve.
Creates the delivery note and outgoing invoice directly from the approved order in the ERP, with correct line items, quantities, and prices.
Checks the delivered quantity against the ordered quantity and price list, flagging deviations such as partial deliveries, discounts, or rounding differences for review.
For export shipments, assembles the commercial invoice, origin details, and export accompanying document, and stages them for review before the goods leave the building.
Submits the finished outgoing invoice with all supporting documents for a final check; it only goes out to the customer once approved.
Records dispatched delivery notes and issued invoices in the ERP, so order status and open-item lists stay current without duplicate work.
Determines the required format for each business partner, such as XRechnung, ZUGFeRD, PDF or customer portal, checks the mandatory fields, attaches delivery notes and supporting documents, and sends it through the right channel.
Your own checks, exceptions and rules, built in like the standard.
Your team approves. The AI employee handles everything in between.
Proven agent logic, mapped individually: your process, your checks, your software landscape. Tailored, not off the rack.
30 minutes, one process from your business.