CoA IntelligenceCoA Processing
Agents extract, validate against spec, and file every CoA, flagging only what needs a human.
| 99% | CoA extraction accuracy |
|---|---|
| <10% | flagged for human review |
| Hours → minutes | per batch, down from hours |
AI Operations Workspace for Distributors and Manufacturers
One Workspace for Sell, Buy and Quality & Compliance
Quotes, customer POs, supplier invoices, Certificates of Analysis (CoAs) and Safety Data Sheets (SDSs), worked by AI agents your team supervises.
AI reads.Your business logic decides.Your team approves.
Among the Companies Using UpBrains
Four Integrated Centers
Pick the center for the transactions your team works today.
AI Order Desk
Customer orders and quotes, read from email and filed to your ERP.
- Customer RFQ
- Quote
- Customer PO
AI Procurement Desk
Supplier quotes compared, and invoices matched before anyone pays.
- Supplier RFQ
- Purchase Order
- Supplier and Freight Invoices
CoA Intelligence
Certificates checked against spec and managed intelligently.
- Supplier CoA
- Test Specifications
- Test Results
SDS Intelligence
Supplier SDSs re-authored as your own by AI.
- Supplier SDS
- Re-authored Sheet
- Label
Customers
Hear from Our Customers
5,000,000+
emails, tickets, and messages read by AI
100,000+
hours saved by our clients
2,000,000+
pages of files and attachments read by AI
Design partner
CoA IntelligenceCoA Processing
Agents extract every CoA and check it against the specification negotiated for that manufacturer and that plant, enforcing the right limits per combination rather than one shared standard, and surfacing out-of-spec results for review.
| 100% | of lots checked against the plant's negotiated spec |
|---|---|
| <5% | highlighted for review |
| 99% | CoA extraction accuracy |
AI Order DeskCustomer Order Processing
Agents read any order format and create the order in the ERP, with the team reviewing only exceptions.
| >90% | of orders need no touch |
|---|---|
| <1 min | processing time per order |
| 85% | staff effort reduction |
People and Agents on One Conversation
Agents propose the work, and your team approves what your rules hold for review.
The Agent Reads
Each order, invoice, CoA and SDS is read and its fields extracted.
Your Rules Decide
Your specifications, tolerances and business logic check every line.
Your Team Approves
What your rules hold reaches a person, with the reason already written.
AI Order Desk
One customer deal, from the first RFQ to the order in your ERP.
- Customer RFQ
- Quote
- Customer PO
- Order Acknowledgment
- Change Request
- Sales Order
AI Procurement Desk
One buyer order, from the quote to the approved invoice.
- Supplier RFQ
- Quote Comparison
- Purchase Order
- Supplier and Freight Invoices
- Supplier Invoice Matching
- Freight Bill Matching
CoA Intelligence
One lot, from supplier CoA to spec check and release, with a full audit trail.
- Supplier CoA
- Any Format
- Test Specifications
- Lot and BoL Search
- Test Results
- NCR & CAPA
- SDS Generation
- Auto Change Management
SDS Intelligence
Re-author your supplier SDS as your own SDS in minutes, not hours.
- Supplier SDS
- US & Canada Jurisdictions
- Hazard Classification
- Re-authored Sheet
- Label
- Spill Card
- Customer Portal
What Changes for Your Business
Every result below was measured at a named customer.
| Outcome | Result | Measured At |
|---|---|---|
| Orders Without Rekeying | >90%of orders need no touch | Refrigeration Technologies |
| Less Manual Effort | 85%staff effort reduction | Refrigeration Technologies |
| Every Lot Checked | 100%of lots checked against the plant's negotiated spec | Fibre Converters |
| Review by Exception | <10%flagged for human review | Dempsey Corporation |
| Faster Batches | Hours → minutesper batch, down from hours | Dempsey Corporation |
| Fast Payback | 3 monthsto ROI | Refrigeration Technologies |
An AI Workspace Capturing Full Transactions
A transaction keeps its mail, files, approvals, agent steps and ERP entries.
One Deal, One Record
Every email, file and decision on a deal lands on the same transaction, so anyone can pick it up where it stands.
- Emails and Attachments
- Orders, Invoices, CoAs and SDSs
- Who Approved What
- Agent Steps
- ERP Entries
With your shared inboxes connected, AI Order Desk becomes the workspace your sales team runs orders from, instead of Outlook. See the Order Workspace
Trial
Try Our Product on Your Data First
See your own transactions run under your rules, with the approvals they raise.
- AI Order DeskConnect your customer service or sales inbox.
- AI Procurement DeskBring one of your supplier quotes or invoices.
- CoA IntelligenceBring one of your certificates.
- SDS IntelligenceBring one of your supplier SDSs.
Works with Your Systems of Record
Status written back where the connector supports it.
ERP
- Oracle NetSuite
- SAP S/4HANA
- Dynamics 365 Business Central
- Epicor P21
- Acumatica
- Infor
- Datacor (Chempax)
- Custom ERP
Accounting
- QuickBooks
- Xero
Documents & Storage
- SharePoint
- Google Drive
- Amazon S3
Email & Helpdesk
- Outlook
- Gmail
- Front
- Zendesk
Guide · Written for Executives and operations leaders
The No-Touch Operations Framework for Distribution
A five-phase system for taking shared-inbox workflows from manual triage to supervised no-touch automation, with no ERP upgrade or data migration.
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See Your Business Transactions Run Live
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