AI operations automation for document-heavy workflows
Turn incoming documents into completed operational work.
FlowDocs understands, matches and validates incoming work, moves clean transactions into your ERP, TMS or WMS, and sends only exceptions to your team.
Automate the normal. Surface the abnormal.
For freight forwarders, distributors, importers and document-heavy supply chain teams.
FLOWDOCS
- PO number matched
- Quantity matched across all three
- Ship-to matched
- Price mismatch — USD 15.00 vs 14.25 per unit
- Delivery note missing
The problem is rarely reading the PDF.
Operational teams receive information from customers, suppliers, carriers, agents, warehouses and branches in dozens of different layouts. Reading one of those documents takes a moment.
Everything after that is the job. Somebody works out what the document belongs to, compares it with the other records, checks whether the numbers agree, finds what is missing, enters the transaction and decides what needs attention.
FlowDocs handles what happens after the document arrives
- 01Documents arrive
- 02Understand
- 03Match
- 04Validate
- 05Exceptions
- 06Clean transaction
- 07Existing system
Two markets
Built for document-driven operations.
Freight Forwarding
Catch shipment discrepancies before they become operational problems.
FlowDocs compares information across shipment documents and flags missing or conflicting data before consolidation, tender, manifesting, billing or any other operational handoff.
Air consolidation
- Destination agrees
- Consignee agrees
- Gross weight: 842 kg vs 824 kg
- Pieces: 14 vs 12
Dangerous goods pre-check
- UN number agrees
- Proper shipping name agrees
- Packing group differs — operator review
Ocean / NVOCC
- Container and seal agree
- Net weight differs on the HBL
- Certificate of origin not received
On dangerous goods and customs paperwork FlowDocs pre-checks and cross-checks the information and shows your operator what does not agree. The declaration and the final compliance decision stay with your team.
Explore Freight ForwardingSupply Chain & Distribution
Turn customer and supplier paperwork into transactions, not admin work.
FlowDocs handles the document work between your customers, suppliers, warehouses, branches and the systems your operation runs on.
A customer emails a PO
- SKU mapped to your item master
- Quantity and ship-to validated
- Line 7 price outside tolerance
- Draft sales order prepared
A supplier invoice arrives
- PO reference matched
- Invoiced 500, received 480
- Everything else clears to AP
A shipment arrives with a packing list
- Receiving record prepared
- Two SKUs not on the order
- Lot certificate not attached
Clean lines continue into your ERP. The exceptions go to the person who owns that customer or supplier, with the document and the record it disagreed with attached.
Explore Supply Chain & DistributionHow it works
Extraction is only the first step.
Extraction is only one step; the real work is matching, validating, resolving and moving the transaction forward.
Let the documents come to FlowDocs.
Forward an email. Upload a file. Send it through the API. Documents reach FlowDocs the way they already reach your team.
Turn documents into operational data.
FlowDocs identifies the document and reads what the workflow needs: parties, references, dates, line items, product codes, quantities, prices, weights, containers, delivery information.
Check what should agree.
FlowDocs connects related documents and records and compares the information between them. Matches move forward. Conflicts become exceptions. Missing information is surfaced before somebody discovers it by hand.
Send clean work forward. Send exceptions to people.
FlowDocs prepares the next operational record and sends it where it belongs. Your team spends its time on the cases that need judgment.
Exception-first
Your team shouldn’t review every document.
Document extraction removes the typing and still leaves somebody responsible for checking every result. FlowDocs is built around the exceptions instead: information that agrees moves on, and what is missing, conflicting or uncertain is surfaced for review.
Missing information is an exception too. Most document tools work on what is present, and operational problems usually come from what is not — FlowDocs knows which documents a workflow expects and says so before somebody goes looking.
Automate the normal. Surface the abnormal.
- 244Ready
- 28Need review
- 11Mismatch
- 4Missing document
Review 43 exceptions instead of reading 287 documents.
Shipment #FD-28419 — expected document set
- Commercial invoice
- Packing list
- Bill of lading
- Certificate of originMissing
- Purchase order
One exception requires attention.
Workflows
One platform. Many operational workflows.
Customer PO → Sales Order
FlowDocs reads incoming purchase orders, extracts line items, maps product references to your item master, validates quantities and prices, and prepares a draft order.
Best for
Distributors, manufacturers and contract manufacturers
Supplier Invoice → PO / Receipt
FlowDocs compares the supplier invoice against purchasing and receiving records and surfaces quantity, price and reference mismatches.
Best for
Procurement, AP and supply chain teams
Packing List → Receiving
FlowDocs extracts delivered items, quantities and lot or shipment references, prepares the receiving data and flags discrepancies before anything is posted.
Best for
Warehouses, distributors and manufacturers
Shipment Document Reconciliation
FlowDocs compares the same shipment facts across AWBs, BOLs, manifests, invoices and packing lists and highlights what does not agree.
Best for
Freight forwarders, NVOCCs and import teams
Document Pack Completeness
FlowDocs knows which documents a workflow expects and tells you what is missing before somebody has to chase it.
Best for
Import-heavy businesses and shipment operations
POD → Billing
FlowDocs captures delivery evidence, matches it to the correct order or shipment and prepares the record for billing or exception handling.
Best for
Distributors and transport-related operations
Master data
Part numbers should not require detective work.
Customers, suppliers and manufacturers describe the same item three different ways, and somebody in your team knows which is which. FlowDocs learns those relationships and applies them, so an incoming order maps to the correct internal item on the way in.
Where a code is genuinely ambiguous, FlowDocs surfaces the candidates for review rather than picking between them.
Customer codes. Supplier codes. Manufacturer numbers. Internal SKUs. One transaction.
Customer sends
A100-SS-12
Manufacturer prints
A100SS12
Supplier quotes
A-100/SS/12
FLOWDOCS
Your ERP
SKU-48172
One item. One transaction line.
Configuration
Rules for your operation, not somebody else’s.
Different customers, suppliers, branches and workflows check for different things. A FlowDocs workflow defines what has to be checked, what counts as an exception, and where each outcome goes.
A distributor
Price within 2% · quantity exact · ship-to must match
An air consolidation desk
Pieces and gross weight agree across MAWB, HAWB and manifest
An importer
Every import shipment carries invoice, packing list, BOL and certificate
A branch network
Orders over 50 lines route to the regional desk, not the shared inbox
Your workflow determines the rules. Not the PDF format.
Where it sits
Keep the systems your operation already runs on.
FlowDocs sits between the documents arriving and the data going into your systems. It does not replace either end.
Your ERP, TMS or WMS stays exactly where it is and keeps doing what it is good at. FlowDocs takes the document layer in front of it: the part that arrives from outside your company, in somebody else’s format, on somebody else’s schedule.
Validated records continue over direct integrations, APIs, webhooks or structured exports.
FLOWDOCS
Clean transactions
Exceptions
FlowDocs is not another system of record. It handles the messy document layer between outside parties and the software your operations already run on.
Not another OCR tool
OCR gives you fields. FlowDocs gives you a transaction or an exception
Basic document extraction
FlowDocs
Basic extractionReads individual documents
FlowDocsUnderstands operational workflows
Basic extractionExtracts fields
FlowDocsConnects related records
Basic extractionReturns rows
FlowDocsReturns transactions and exceptions
Basic extractionA human checks the output
FlowDocsA human reviews the exceptions
Basic extractionTreats every PDF independently
FlowDocsCompares documents with each other
Basic extractionStops after extraction
FlowDocsHands work into the next system
Basic extractionReads product codes
FlowDocsMaps customer and supplier codes to master data
Basic extractionFinds the fields that are there
FlowDocsDetects the information that is missing too
The goal isn’t to extract more data. It’s to remove more manual work.
Who runs on it
Built for document-heavy operations.
Freight Forwarding
Air, ocean and NVOCC desks reconciling a shipment across the documents that describe it.
ExploreDistribution
Distributors turning emailed customer and supplier paperwork into ERP transactions.
ExploreSupply Chain & Manufacturing
Import-heavy and manufacturing operations validating supplier documents before they post.
ExploreReview
FlowDocs doesn’t guess through an exception.
FlowDocs automates the reading, the matching, the validation, the routing and the preparation of the transaction. When a workflow contains an uncertain value, a discrepancy or a decision that needs judgment, it goes to a person rather than being asserted as correct.
On dangerous goods, customs and other regulated workflows FlowDocs pre-checks and cross-checks the information used to complete them, and shows the operator what does not agree across the documents. The final decision that requires specialist judgment stays with your team. FlowDocs does not sign the declaration and does not certify the shipment.
Every decision stays connected to the source documents and the workflow history behind it.
What an operator sees
- 01The original document
- 02The value FlowDocs read
- 03The record it was compared against
- 04Why it was flagged
How teams start
Start with one painful workflow.
You do not transform the whole operation on day one. Pick the document workflow your team touches over and over.
FlowDocs learns what comes in, what has to match, what happens next and what your team actually needs to see. Then it expands from there.
Automate one workflow first. Expand when it works.
First workflow
- Customer PO
- ↓
- Draft sales order
- ↓
- Exceptions to the desk that owns it
Then
- Supplier invoices
- Receiving
- PODs
- Credits
- Other branches
Fit
Where FlowDocs fits best.
FlowDocs works best where documents are part of the operation rather than an archive. We would rather you worked this out in a minute here than after a month of trying.
Strong fit
- Your team handles hundreds or thousands of recurring operational documents.
- People currently read, compare, rename, route or re-key them.
- The same information repeats across several documents or systems.
- A mismatch creates rework, delays, billing issues or operational exceptions.
- You already have an ERP, TMS, WMS or other system of record, and it stays.
- You want a person involved when a real exception needs judgment.
Probably not the right fit
- You process a handful of documents a week. The time this gives back is real but small.
- Your documents are mostly handwritten. Reading print is a different problem from reading handwriting.
- The workflow already runs end to end over EDI or a supplier portal.
- You are looking for an ERP, TMS or WMS to replace the one you have.
- You need FlowDocs to make the final legal or regulatory decision rather than pre-check it.
See it on the workflow your team still does by hand.
Tell us which document workflow costs your team the most time and roughly what passes through it. We will build the run against your document set rather than ours — no documents needed to have that conversation.
No need to start with a full implementation. One workflow is enough.
You can delete or paste over the names, values and routes first — FlowDocs still reads whatever is left. Use a tool that removes the text rather than a black box drawn on top: a drawn box hides it from you, not from a parser.
Pricing
Start with one workflow.
Managed plans based on document volume, workflow complexity and the integrations you need. Start with one narrow production workflow, prove the operational value, then expand to more documents, branches and processes.
FAQ
Common questions
What does FlowDocs do?
FlowDocs turns operational documents into validated transactions and exceptions. It reads incoming documents, extracts the information your workflow needs, connects related records, compares what should agree and prepares the result for your existing systems.
Is FlowDocs an OCR tool?
OCR and document extraction are part of the pipeline, but they are not the product. FlowDocs is built around what happens after the document is read: matching, validation, discrepancy detection, document completeness, exception handling and system handoff.
Does FlowDocs replace our ERP, TMS or WMS?
No. FlowDocs handles the document-driven work around those systems and sends clean records, or exceptions, into your existing workflow. It is not another system of record.
What happens if FlowDocs isn't sure?
The value is surfaced for review together with the document it came from and the record it was compared against. Uncertainty becomes an exception rather than being quietly treated as correct.
Can FlowDocs work with different document layouts?
Yes. Your customers, suppliers, carriers and agents do not need to agree on one template. FlowDocs reads the information rather than a fixed position on a page, and scanned or photographed documents go through OCR first.
Can FlowDocs compare several documents from the same shipment or order?
Yes. Related documents are grouped into one workflow and compared against one another, or against your operational records. That is the centre of shipment reconciliation, invoice matching, receiving and document-pack completeness.
Can FlowDocs map customer or supplier part numbers?
Yes. FlowDocs connects external part numbers and descriptions to your internal item master, and surfaces ambiguous matches for review instead of guessing between them.
Does FlowDocs automatically make compliance decisions?
No. FlowDocs extracts, cross-checks and pre-checks the information used in regulated workflows — dangerous goods and customs paperwork included — and shows your team what does not agree. The final decision that requires specialist judgment stays with your team.
How does FlowDocs connect to our systems?
Through APIs, webhooks, structured exports and direct ERP, TMS and WMS integrations. The objective is that a validated transaction continues into the system your operation already uses without another round of manual entry.
Can we test FlowDocs with our own documents?
Yes. Send a redacted document or document set and we will run it through a real workflow so you can see what FlowDocs reads, what it compares, where the exceptions appear and what the resulting record looks like.