AI-Powered Document Automation

B2Sell AI Document Processing Built for Distributors

B2Sell AI reads incoming documents, extracts key data fields, validates them against ERP records, and routes exceptions to the right team member. Automate high-volume document processing without adding staff.

Documents Are Just Data in an Inconvenient Format.

Distributors deal with a large number of documents every day, including:

  • Supplier invoices in PDF format
  • Purchase order confirmations via email
  • Bills of lading with shipping details
  • RFQs from customers requesting quotes
  • Packing slips and delivery documents
  • Credit memos and remittance advices

Right now, someone has to open each document, read it, and type the data into the ERP. This manual process repeats hundreds or thousands of times every week.

The result?

  • Data entry errors
  • Slower order processing
  • Invoice mismatches
  • Operational delays
  • Higher labor costs

The information is already in the documents—it just needs to be extracted and validated automatically.

Automate Data Extraction From Every Document

B2Sell AI processes your operational documents just like an experienced team member—faster, smarter, and at scale. It identifies document types, extracts the right information, validates it against your ERP, and routes exceptions automatically.

Invoice Processing

AI captures every key detail from supplier invoices, including:

  • Vendor name
  • Invoice number and date
  • Line items, quantities, and unit prices
  • Totals, taxes, and payment terms

It validates the data by matching invoices to POs, checking prices, and confirming quantities, so most invoices can be processed automatically with minimal manual effort.

Purchase Order Processing

Customer purchase orders are automatically converted into structured ERP records. AI extracts:

  • Customer name and PO number
  • Line items and quantities
  • Shipping address
  • Requested delivery dates

Validation ensures inventory availability, pricing accuracy, and delivery feasibility. Orders that pass validation flow directly into your ERP workflows.

Bills of Lading & Shipping Documents

Shipping documents are processed to extract:

  • Carrier and tracking information
  • Shipment dates
  • Weights, package counts
  • Delivery addresses

The system matches shipments to orders, updates tracking in ERP, and confirms shipment details for real-time logistics updates.

RFQs & Quote Requests

AI extracts all necessary details from customer RFQs to streamline quoting:

  • Customer information
  • Requested products and quantities
  • Specifications and deadlines

It checks product availability and routes requests to the right sales team member, delivering structured RFQs instead of raw emails.

Remittance Advice Processing

Remittance documents are processed to extract payment details:

  • Payment amounts
  • Referenced invoice numbers
  • Adjustments or deductions
  • Payment dates

AI matches payments to open invoices, applies them automatically, and flags discrepancies—dramatically reducing time spent on accounts receivable reconciliation.

B2Sell AI ensures accurate data, faster processing, and fewer manual errors, giving your team more time to focus on high-value tasks.

How B2Sell AI Document Processing Works

B2Sell AI follows a structured, end-to-end workflow to turn your documents into accurate, actionable ERP data. The system handles everything—from intake to validation—so your team only focuses on exceptions, not every single document.

Receive

Documents arrive automatically from multiple sources:
  • Email inboxes
  • Supplier portals
  • Shared folders
  • File uploads
  • EDI feeds
No manual downloads or uploads are needed. The system detects and collects incoming documents automatically.

Classify

AI analyzes each document to determine its type: invoice, purchase order, bill of lading, RFQ, or remittance advice. Once identified, the document is routed to the appropriate processing workflow.

Extract

Using advanced OCR and AI models, B2Sell reads the document—whether it’s a scanned PDF, digital PDF, email body, image, or multi-page file—and extracts structured data fields ready for ERP integration.

Validate

Extracted data is checked against your ERP to ensure accuracy:
  • Vendor verification
  • Purchase order matching
  • Pricing validation
  • Customer record matching
  • Inventory checks
Any inconsistencies are flagged automatically for review.

Route

Documents that pass validation are processed directly into your ERP. Documents with issues are routed to the right team member with context, so exceptions are handled quickly and efficiently.

Learn

Every correction your team makes trains the AI system. Over time, the platform adapts to:
  • Vendor invoice formats
  • Customer document styles
  • Product naming variations
  • Layout changes
This continuous learning improves accuracy and reduces exceptions, making document processing faster and more reliable.

B2Sell AI turns repetitive, error-prone manual work into a seamless, automated workflow—saving time, reducing errors, and scaling with your business.

Built to Work With Your Existing Systems

Once documents are processed, the structured data integrates directly into your existing systems.

Automated actions include:

  • Creating invoice records
  • Updating order status
  • Posting receiving transactions
  • Updating shipping details
  • Generating exception reports

There is no middleware, no CSV files, and no manual transfers.Data flows directly into your operational systems.

Supported ERP integrations include:

  • Epicor Prophet 21
  • SAP Business One
  • NetSuite
  • Infor
  • Sage
Realistic Automation Built for Distribution Operation

B2Sell AI Document Processing delivers highly reliable data extraction while setting realistic expectations. Accuracy depends on the type and quality of the documents.

Structured documents (digital PDFs with consistent layouts)
95%+ extraction accuracy immediately
98%+ after vendor-specific tuning

Unstructured documents (scanned PDFs or variable formats)
85–90% accuracy initially
Improves to 95%+ with training

Handwritten or very poor-quality scans

Automatically flagged for manual review
Ensures human eyes handle the exceptions

We focus on maximizing automation while ensuring exceptions are managed efficiently, so most documents flow seamlessly, saving time and reducing errors.

Frequently Asked
Questions

What is AI document processing?
How does AI extract data from invoices and PDFs?
Can AI process scanned or image-based documents?
Can AI document processing integrate with ERP systems?
What happens if the AI cannot read a document correctly?
Does AI document processing reduce manual data entry?
How are poor-quality scans handled?
Is AI document processing secure for business documents?
Can B2Sell AI search across ERP and documents?

Who’s using B2Sell

Join the growing community of businesses thriving with B2Sell solutions.

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