2-minute demo: four real-looking orders, worked start to finish. Sample data and fictional customers.
What it does
It does the order-entry job the way a careful clerk would, and asks you whenever a person should decide.
Reads every order format
PDF purchase orders, spreadsheets, plain emails and text messages, exactly as customers send them.
Matches your catalog
Every line is matched to your item list, including the customer's own item numbers and "the usual", and converted to your selling unit.
Prices it right
Prices come from your price list or the customer's contract, never from the PO.
Flags what needs you
Price mismatches, quantities far from normal, unknown items, missing quantities, past-due accounts and impossible ship dates, each with options and a suggestion.
Drafts the order and the reply
The QuickBooks sales order and the customer's confirmation are ready to go.
You stay in control
Nothing is entered or sent until you approve it. One click per order.
Compared with hiring
Your team spends minutes approving instead of hours retyping.
| Option | Typical cost | Per month |
|---|---|---|
| Full-time order entry clerk | $36K to $46K a year, before taxes and benefits | $3,000 to $3,800 |
| Part-time clerk, 20 hours a week | About $18 an hour | About $1,560 |
| Order Desk Agent | Flat monthly fee | $500 |
Pricing
Try it on your real orders first. No contract.
Founding customer pilot
$0first month
- Full setup on your catalog, customers and order history
- Runs on your real orders for 30 days
- In return: a short testimonial and a reference call, if it saved you time
- Walk away at the end if it's not worth it
After the pilot
$500per month, per agent
- One order desk agent on one order inbox
- Monthly upkeep: new items, customers and prices kept current
- Tuning when a new kind of order shows up
- Month to month. No setup fee for founding customers
How we start
- 15-minute call. You show us how orders arrive today. We show the agent on a few of your real orders.
- You send three exports from QuickBooks: item list with prices, customer list, and about three months of sales orders.
- Setup in about a week. Orders are forwarded to the agent; drafts come back to you for approval.
- Review at 30 days. We look at orders handled, flags raised and time saved. Then you decide.
See it on your own orders
15 minutes on Google Meet. Pick any time that suits you; bring a few recent orders.