AI operations for distributors

Keep your ERP.
Hand off the work around it.

Kelwick connects to the ERP your team already runs and prepares the routine work — orders, invoices, matches — so your people spend the day deciding, not retyping.

What arrives today

  • Customer email with a PO attached
  • Handwritten takeoff from the counter
  • Vendor invoice against last week's PO

Kelwick prepares and queues

Inbox 3 need a decision
  • Alder Mechanical · PO 10482Needs review
  • Brookline Industrial · PO 8821Ready
  • Ferris Supply · Invoice 44120Matched
  • Cedar Pipe & Supply · PO 77309Waiting for ERP

Source beside the proposed record. A person decides what goes through.

Your ERP, as the record

Epicor Eclipse
  • Bid 10471 created · reviewed by Sam
  • Invoice 44098 posted against PO 9930
  • PO 77309 · waiting for Eclipse confirmation

Nothing changes here without a reviewed action and a confirmed status.

Illustrative workflow and sample data.

Workflows

One workflow at a time. The same workspace throughout.

Turn on the workflow that eats the most of your day. Add the next when the first has earned it. Each prepares routine work, names what needs a decision, and reports what reached the ERP.

01 / Order entry

Available

PDF or handwritten to an Eclipse bid

Bring in the purchase order however it arrived. Kelwick matches lines to your catalog, drafts the bid, and flags what needs a person first.

See how it works

02 / Accounts payable

Available

PO matching for AP

Vendor invoices matched to the PO and the receipt. Clean matches are ready to post; quantity and price exceptions are queued with the reason.

See how it works

Have a workflow in mind that is not listed? Bring it to the walkthrough.

How it works

A layer that prepares. A team that decides. An ERP that keeps the record.

01

The source sits next to the decision.

The original email, PDF, or page is always beside the proposed record. Anything uncertain is named with the reason and requires human approval.

02

Your team is always in the driver's seat.

Decide which records Kelwick may create, which need a person, and who can approve what. Pause a workflow or take a record over at any point.

03

Every status means something.

A prepared draft and a saved ERP transaction are different events. Kelwick says which one you are looking at, and never reports "done" before the ERP confirms it.

The states a record can be in

  1. PreparedDraft ready for review.
  2. Needs reviewOne specific detail blocks the next step.
  3. ReviewedDecisions complete. Nothing sent yet.
  4. SubmittedWaiting for ERP confirmation.
  5. ConfirmedThe ERP acknowledged the record.