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BizAutomation
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The suite Includes:
  • Order Management
  • Procurement
  • CRM
  • Complete Accounting
  • Manufacturing / MRP
  • Inventory & Warehouse Mgt.
  • B2B & B2C Ecommerce
  • Human Resources
  • Project Management / PSA
  • Analytics & Reporting
  • Workflow Automation & Document Management
  • AI Powered Automation
The all-Inclusive cloud business suite for growing small businesses
AI Powered Automation

Automate Business Messaging & Document Conversion / Processing

Available Q4-2022

Does your business manually process POs, RFQs, Vendor Invoices, and / or expense recipts daily ? If so, give BizIQ a try. It uses AI, OCR/IDR to:

  • Dramatically increase quantitative / qualitative message, document, and image processing.
  • Increases employee productivity by replacing monotonous error prone manual work.
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Vendor Invoicing & Billing

Vendors typically attach invoices after shipping orders which are emailed to their A/P contact at the customer organization. Everything that happens from the point an invoice is received to when a bill is issued against the PO for payment, typically requires a series of manual integrity checks.

Here’s how Biz IQ can help streamline things:

  • Classify email messages containing vendor invoices.
  • Extract and structure the data from the Invoice in the email attachment (Usually a PDF, and occasionally an image) using AI to make sense of it all.
  • Link the message and invoice document to the corresponding PO.
  • Take structured data from an invoice and reconcile it against the matching PO, laying the groundwork for the receiving departments QC.
  • Automate QC integrity checks in order to generate a vendor bill.
Customer Purchase Orders & RFQs

Customers and qualified Prospects typically send purchase orders (POs) and requests for quotations (RFQs) via email to their sales representative. These then have to be converted into Sales Opportunities and Orders (SOs).

Here’s how BizIQ can help streamline things:

  • Classify email messages containing customer POs and prospect RFQs.
  • Extract and structure the data from the email attachment (Usually a PDF, and occasionally an image) using AI to make sense of it all.
  • Use extracted data to help automate the process of building the SO.
  • Link the message and RFQ/PO document to the corresponding SO.
Employee Expense Receipts

Reimbursable expense receipts such as food and lodging bills, are typically entered by employees into expense forms when they get back to the office.

What if instead, they could take snap shots with their phones and email the receipt as an attachments (which phones are so good at these days) and have that email automatically parsed and added to an expense form in BizAutomation’s Time & Expense module ?

BizAutomation

BizAutomation Cloud ERP Software provides the full suite of integrated business management software applications, including ERP, CRM, Financials, E-commerce, Distribution, Order Management, Manufacturing, Project Accounting, and Inventory Management software. There is only one true Cloud ERP platform designed for smaller SMB (Small to medium sized) customers - BizAutomation.

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PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States

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