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.
There are surely spots in this process that are unique to you, where time is lost every day. Those are exactly the ones we take on.
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.
The individual checks, exceptions and rules that apply only at your company, the digital employee handles them just the same. That is the tailored fit.
Your team approves, the digital employee handles everything in between.
The agent logic is proven and always the same. We map your process, your checks, and your software setup individually. You get the tailored suit, not something off the rack.
In 30 minutes, we'll show you the concrete lever in one of your processes.