Orders Agent: Automate order and invoice management so every transaction is handled flawlessly

Automate order and invoice processing from purchase to payment, ensuring accuracy and compliance across your systems.

Listen

Detect new orders and invoices from forms, emails, and systems.

Decide

Validate data, apply business rules, and spot anomalies.

Act

Extract details, update systems, send confirmations, and track payments.

Learn

Monitor processing metrics, refine rules, and report insights.

Listen for Transactions

The Orders Agent monitors your channels to detect incoming orders and invoices and gather all necessary details.

Detect new order or invoice

Monitor new orders in Shopify or invoice creation in QuickBooks.

Capture order details

Extract product items, quantities, prices and customer information.

Create or update order record

Add or modify order data in an ERP like NetSuite or a CRM like Salesforce.

Validate & Decide

Business rules validate orders, apply compliance checks, and identify anomalies before processing.

Apply business rules & compliance

Verify tax codes, shipping regulations and discount policies.

Identify missing or incorrect data

Detect missing shipping addresses or invalid payment details.

Flag anomalies or exceptions

Flag high‑value orders, potential fraud or duplicate orders for review.

Process & Notify

Extract order and invoice details, update systems, send confirmations, and track payments.

Extract and populate order/invoice data

Populate invoice fields in accounting software like Xero or FreshBooks.

Send confirmations & updates

Send order confirmation emails via Gmail and shipping updates via SMS.

Track payment status & follow up

Monitor payment statuses in Stripe and send payment reminders.

Continuous Learning

Monitor processing metrics and outcomes to refine rules and improve efficiency over time.

Measure processing times & errors

Calculate average order processing time and track error rates.

Refine rules & thresholds

Adjust fraud detection thresholds and shipping cut‑off times.

Generate compliance & audit reports

Generate financial compliance reports for auditors.

Privacy & Control

Runs in your stack with least-privilege access

Full audit trail of messages and updates

Opt-out and quiet hours respected

Use standard models or private model

What you get

Delivered ready to run, documented, and easy to maintain.

Automated Order Flows

End-to-end workflows to capture, process, and follow up on orders and invoices.

Invoice & Payment Handling

Extraction, validation, and synchronization of invoice and payment data across your systems.

Anomaly & Compliance Monitoring

Set up rules to flag exceptions and maintain a full audit trail for compliance.

Training & Support

Runbooks and sessions to help your team manage and monitor automated order processes.