Document AI for sales
Capture orders automatically and accurately
Stop manually entering incoming customer orders – let them be automatically extracted, validated, and transferred directly into your ERP. With AI, GDPR-compliant, and ready to use immediately.
Sales teams across Germany already use smartextract in their daily work.
The manual entry of customer orders
slows you and your sales team down.
- Your sales team loses valuable time for customer conversations and consulting.
- Input errors cause unnecessary extra work – e.g., follow-up questions, corrections, and reversals.
- As order volumes grow, your team reaches its limits.
Good news: processing documents and emails has never been easier.
Extract all relevant information from your documents and emails in seconds. Transfer the validated data to your ERP seamlessly at the push of a button — without training or major IT effort.
You are 6× faster than before.
Deviations are immediately visible to you.
You reduce costs.
and become future-proof.
Developed in collaboration with hundreds of sales professionals – with smartextract, tasks that used to take hours are completed in seconds.
Ideal for small to medium-sized companies.
- 100% GDPR-compliant
- No effort required from IT.
- Runs in your ERP
- Requires no AI training data
- Runs without complex template configuration.
Document processing in sales
has never been easier.
90% time savings compared to manual methods
No more manual typing or line-by-line comparisons.
Processes email texts and any document layouts.
PDFs, emails, and more in 80+ languages — out of the box
Works with your
existing ERP
Seamless integration into your IT landscape
GDPR-compliant &
Made in Germany
GDPR-compliant and developed in Germany
Ready to use immediately
and flexibly adaptable
Without complex setup or template configuration
No AI training data required
Your document data remains private
How it works
Receive documents or emails
You forward incoming orders – the rest happens automatically.
Automatically extract data
smartextract extracts all relevant order data: items, quantities, prices, delivery dates, and more.
3.
Match with your master data
The captured data is automatically checked against your master data. In case of uncertainties, the AI asks for clarification – you remain in control.
4.
Approval by you — automatic transfer to the ERP system
You decide: once approved, smartextract writes the verified data directly into your ERP.
Which data smartextract checks – flexible and comprehensive
smartextract processes PDFs, emails, and ERP data – whether 2-way or 3-way matching. All relevant documents are automatically checked and reconciled.
Order Confirmations
Automatic matching of quantity, price & delivery date with your order.
Invoices
Detects price deviations before approval – for maximum transparency.
Delivery Notes
Optional matching for goods receipt in 3-way matching.
Orders (ERP)
Serves as a reference: structured ERP data for automatic comparison.
Bills of quantities
For validating item numbers, units, or long descriptions.
Notes and accompanying text
Even informal comments or notes (e.g., changed deadlines) are taken into account.
Seamless integration into your system landscape
Built by SMEs for SMEs
As an owner-managed company, we are deeply rooted in the SME sector ourselves. Our goal is not rapid growth or an exit like many VC-funded startups, but long-term partnerships and genuine support for companies like yours.
Ready for the next step?
We are happy to help you.