Need to extract very specific data points from your documents—whether it's a sales quote, purchase order, or support email? With Custom Extractors in UpBrains, you’re in control. Tailor the fields, train the extractor on real examples, and automate the rest.

Emails are more than just communication—they're full of valuable business information: client inquiries, product orders, support tickets, and more. But manually sifting through inboxes wastes time. With UpBrains Extractor, you can automate the extraction of relevant email content and power your workflows with clean, actionable data.

Sales quotes often arrive in various formats—PDFs, images, emails—containing valuable yet unstructured data. Manually entering quote details into your CRM or ERP system slows your team down. With UpBrains AI, you can extract key quote information in seconds, helping you accelerate your sales pipeline and reduce human error.

In the logistics world, time is everything. Manually processing documents like Bills of Lading, Delivery Notes, and Shipping Manifests slows down operations and increases the risk of error. With UpBrains AI, your team can instantly extract structured data from transportation documents—streamlining your supply chain from dock to delivery.

Processing purchase orders (POs) manually can overwhelm procurement and finance teams—especially when documents arrive in various formats via email. UpBrains AI solves this with smart extraction tools that automate PO reading, line item capture, and system entry—minimizing delays, errors, and administrative workload.

Invoices don’t have to be a bottleneck anymore. With UpBrains AI’s Extractor feature, you can automatically read, interpret, and process invoices of any format—reducing manual effort, minimizing human error, and accelerating your finance operations.

Document overload? UpBrains AI makes it effortless to extract structured data from unstructured files. Whether it's PDFs, images, or plain email text, you can now train your own extractor or use a prebuilt one to automate the capture of valuable information—turning messy documents into clean, actionable data.

UpBrains AI offers wholesale distributors a powerful suite of AI-driven agents that streamline the entire Order-to-Cash process—from rapidly responding to Request for Quotes (RFQs) in multiple formats (PDF, EDI) to automating order data entry, customer support, and compliance documents (CoAs, Safety Sheets, etc.) and transportation and shipping documents (Bills of Lading, and more). By integrating seamlessly with major ERP and CRM systems (e.g., Datacor, Infor, Oracle, Microsoft Dynamics), UpBrains AI reduces manual effort, enhances accuracy, and centralizes key transaction data for real-time visibility. This end-to-end transparency significantly cuts down on ETA inquiries and frees Customer Service Representatives to focus on higher-value tasks, enabling greater operational efficiency, improved customer satisfaction, and increased profitability.

AI-powered email automation is revolutionizing how businesses handle and process daily communications. With features like instant email classification, routing, and auto-responses, plus the ability to read and interpret attachments using OCR and data extraction, organizations can streamline workflows and reduce manual tasks. UpBrains AI goes a step further by integrating seamlessly with existing systems to automate processes such as order data entry, RFQ responses, and document generation—making it invaluable for industries like supply chain, distribution, travel, finance, and more.

Certificates of Analysis (CoAs) are essential documents verifying that products meet specified quality standards, widely used in industries like pharmaceuticals, food, and chemicals. Managing CoAs manually can be time-consuming, error-prone, and challenging to keep audit-ready. With automated solutions like UpBrains AI’s CoA Agent, organizations can streamline data extraction and collaboration for faster, more reliable quality control.

UpBrains AI for Zendesk revolutionizes customer support by automating document-centric processes such as OCR, translation, and data extraction from invoices, receipts, and supply chain documents. By leveraging ticket information and custom fields, UpBrains AI seamlessly routes tickets, triggers workflow automations, and connects with back-office systems—streamlining everything from document processing to compliance-related tasks. Teams benefit from increased efficiency, fewer errors, and faster resolution times. Additionally, UpBrains offers free onboarding assistance and a consultation session to ensure a smooth and successful integration.

This blog post delves into the intricacies of client onboarding in the financial sector involving KYC (Know Your Customer) and KYB (Know Your Business), emphasizing why client onboarding is especially challenging. It highlights the shortcomings of rigid, one-size-fits-all SaaS solutions and introduces UpBrains AI as a highly customizable, in-house deployable alternative. By leveraging AI-powered agents, a flexible rules engine, and end-to-end workflow automation, UpBrains AI helps financial institutions streamline onboarding, maintain strict compliance, and deliver a more efficient, user-friendly experience for fund managers worldwide.

In this article, we will review challenges that customer support and operations teams in supply chain and distributors face in managing customer and supplier communications in team inboxes, and how AI can help them signifincantly transform their operations.

In today’s fast-paced world, managing an email inbox or a help desk inbox can be an overwhelming task even for most organized teams, especially for businesses that receive a high volume of customer correspondence and document attachments.

The journey of document processing in supply chain management is a fascinating tale of evolution, marked by continuous innovation and adaptation to the changing business landscape.

In the dynamic sectors of distribution and manufacturing, achieving high efficiency and ensuring customer satisfaction are of utmost importance. Manual work practices and reliance on outdated software solutions can result in inefficiencies, delays, and financial losses due to errors and mistakes, ultimately leading to dissatisfied customers.

Invoice reconciliation is a critical business process that involves comparing and matching invoices from vendors to corresponding payment and charge records within a company’s accounting and payment systems.

In recent years, Artificial Intelligence (AI) has undergone a seismic shift, driven by the rise of Generative AI (Gen AI). The true potential of Gen AI lies in the ability to enable the next generation of software through AI agents. AI agents represent a paradigm shift, acting as intelligent software entities that integrate LLMs with broader AI ecosystems, external data, and tools.

In the realm of supply chain management, and for any supplier, merchant or distributor, order processing stands as a critical function, acting as the heartbeat of operations.

Certificates of Analysis (CoAs) documents show that a product meets predetermined quality standards. Many distributors still manage CoAs manually, which is time-consuming, error-prone, and risky in terms of compliance and customer satisfaction. AI-driven solutions, like those from UpBrains AI, automate document processing, validation, and tracking, drastically reducing errors and administrative burdens. This allows Quality and Compliance Teams to focus on strategic initiatives rather than paperwork management.