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.
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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
Invoice Processing
Purchase Order Processing
Bills of Lading & Shipping Documents
RFQs & Quote Requests
Remittance Advice Processing
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.
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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
Receive
- Email inboxes
- Supplier portals
- Shared folders
- File uploads
- EDI feeds
Classify
Extract
Validate
- Vendor verification
- Purchase order matching
- Pricing validation
- Customer record matching
- Inventory checks
Route
Learn
- Vendor invoice formats
- Customer document styles
- Product naming variations
- Layout changes
B2Sell AI turns repetitive, error-prone manual work into a seamless, automated workflow—saving time, reducing errors, and scaling with your business.
How Your Team Uses B2Sell AI Intelligent Search
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
A streamlined implementation approach enables B2Sell AI to quickly understand your business documents, automate data extraction, and reduce manual processing. From document recognition to intelligent validation, every step is designed to improve accuracy, speed, and operational efficiency.
Week 1: Document Classification Setup
The system learns to recognize your invoices, purchase orders, packing slips, acknowledgments, and other business documents.
Week 2: Field Extraction Training
AI maps vendor-specific layouts and document formats to the corresponding Prophet 21 fields.
Week 3-4: Validation Rules & Exception Routing
Business rules determine when documents can be processed automatically and when human review is required.
Day 30 Success Criteria
- 80%+ of documents processed without manual review
- 95%+ field extraction accuracy
- Processing time reduced from 15 minutes to under 2 minutes per batch
- Complete audit trail for every extraction and validation decision
- Faster document flow into Prophet 21 with fewer data-entry errors
What Makes This Different
Generic OCR solutions simply extract text from documents.
B2Sell AI goes further by understanding document context and validating information before it reaches your ERP.
- Recognizes vendor-specific invoice and purchase order formats
- Maps extracted data directly to Prophet 21 fields
- Validates customers, products, pricing, and quantities against ERP records
- Flags unusual quantities, price variances, duplicate documents, and exceptions
- Routes uncertain fields to human review rather than guessing
The result is higher accuracy, lower risk, and dramatically faster document processing.
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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.
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Frequently Asked
Questions
Who’s using B2Sell
Join the growing community of businesses thriving with B2Sell solutions.
View showcase
Delve deeper into B2Sell's extensive feature set. From robust Product Information Management to seamless multichannel publishing, discover how our features can revolutionize your B2B eCommerce operations.
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Ready to Stop Keying in Data?
Send us a few sample documents—supplier invoices, purchase orders, RFQs, or shipping documents.
We’ll show you exactly how AI extracts the data and integrates it into your ERP.
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