AI Operations Workspace for Industrial and Equipment Distributors
UpBrains AI is equipment dealer software for equipment dealers and industrial distributors: customer POs become sales orders and supplier invoices are matched.
AI reads. Your business logic decides. Your team approves.
For equipment dealers and industrial distributors selling parts and machines.
Customer POs and RFQs from email become quotes and sales orders in your ERP.
Supplier and freight invoices matched to the purchase order and receipt before payment.
An equipment dealer or industrial distributor lives on two transactions: the customer’s purchase order coming in and the supplier’s invoice to be paid.
UpBrains AI reads both from email and portals, matches each line to your parts, prices and receipts, and routes the exceptions to the person who decides.
Your ERP stays the system of record: quotes, sales orders and matched invoices post there once your team approves.
Each machine and part is sold against a quote and a manufacturer price book, and the supplier invoice must agree with the order and the packing slip before it is paid.
Each parts order is priced from the manufacturer price book and your contract terms, and each supplier invoice is checked against both before it is paid.
Challenge: Processing orders manually took up to 48 hours and led to errors and delays.
Solution: 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 |
| 3 months | to ROI |
It is software that reads the customer POs and RFQs a dealer receives by email and posts them as quotes and sales orders in your ERP. UpBrains AI matches each line to your part, price and stock, flags the exceptions and lets your team approve the rest.
The customer’s PO is read in whatever format it arrives, each line is matched to your part number and price, and the order is posted to your ERP. A line that fails a match waits for a person, and the rest post.
Yes. Supplier and freight invoices are read, matched to the purchase order and the receipt, and checked against the agreed price and tolerances. A clean invoice posts to payables, and an exception waits for the approver.
Quotes, sales orders and matched invoices post to NetSuite, Acumatica, Epicor, SAP, Microsoft Dynamics and a custom ERP. Part numbers, prices and stock are read from the same ERP before anything posts.
Orders, supplier invoices, CoAs per lot and the SDSs you re-issue, filed in your ERP.
Resin orders, supplier invoices, lot CoAs tracked to the customer and the SDSs you issue.
Orders, supplier invoices and mill certificates checked per roll against the plant’s spec.
Sample requests logged from email, and certificates issued in each client’s own format.
Walk us through one of your transactions, and see it run on your own data.