Product
Order, Supplier and Quality Workflow Software
The Transaction Workspace gives each customer order, supplier order and lot its own transaction, with your ERP as the system of record.
For teams in sales, purchasing and quality at specialty manufacturers.
AI reads. Your business logic decides. Your team approves.
The Transaction Workspace
A customer transaction keeps the conversation, attachments, approvals and exceptions of one order together, with a suggested next action.
A supplier transaction holds the purchase order, receipt, supplier invoice, freight bill and supplier conversation, plus the approver's decision.
A lot's quality record holds its certificates, specification and verdicts, linked to the order it ships with.
What You Get
Agents & Automations
Prebuilt and custom agents for orders, invoices and quality work.
Document Reading
Fields extracted and files classified, scanned or digital.
Integrations
Your ERP, inbox, helpdesk and file storage, connected.
Security & Trust
Security practices and compliance information for your review team.
Results for 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
Works with Your ERP
Status written back where the connector supports it.
- Oracle NetSuite
- Dynamics 365 Business Central
- Dynamics 365 Finance & SCM
- Epicor P21
- Infor
- Acumatica
- SAP Business One
- SAP ECC
- SAP S/4HANA
- Odoo
- QuickBooks
- Xero
Frequently Asked Questions
What is the Transaction Workspace?
It is one place per customer order, supplier order or lot where the conversation, attachments, approvals and exceptions stay together. Results post to the ERP you already run.
Does it replace our ERP?
Your ERP stays the system of record. UpBrains reads from your inbox and portals, checks each transaction against your business logic, and posts the result to your ERP.
Who decides and who approves?
AI reads. Your business logic decides. Your team approves, and exceptions reach a person with the reason already written.
What are Agents & Automations?
Prebuilt and custom agents that classify, read and route the paperwork behind orders, invoices and quality work. Your team builds on the same blocks the product sections use.
How does Document Reading work?
Document Reading extracts fields and classifies files, scanned or digital, so your rules can act on them. Low-confidence reads go to a person.
Which ERPs does it work with?
UpBrains works with the ERP you run, including NetSuite, Microsoft Dynamics, Epicor, Infor, Acumatica, SAP and Odoo. It also connects to the accounting systems QuickBooks and Xero. Status is written back where the connector supports it.
Your Walkthrough
Walk us through one of your transactions, and see it run on your own data.