LevelOps automates B2B purchase order entry for wholesalers and distributors by converting customer POs sent as PDFs, emails, Excel files, or EDI into clean, priced draft orders in Shopify or ERP systems. The AI-powered platform matches products to SKUs even with vague descriptions, applies account-specific pricing rules, and flags mismatches for review. Users report processing 100+ line orders in under four minutes, reclaiming up to three hours of daily manual work per team member.
Funding
Funding not disclosed
Founders
Product
Problem
Wholesalers and distributors lose hours daily manually transcribing customer purchase orders from PDFs, emails, and spreadsheets into their order management systems. This repetitive work drives high error rates—typically 6%—leading to costly shipping mistakes, delayed confirmations, and cash trapped in unprocessed orders. Fragile macros and templates break whenever customers change their PO formats, and account-specific pricing rules often exist only in employees' heads.
Solution
LevelOps provides an AI-powered purchase order automation platform that reads incoming POs in any format—PDF, email body, Excel, CSV, or Word—and converts them into validated, priced draft orders in Shopify or ERP systems like Odoo. The AI extracts product names, quantities, customer details, and order notes, then matches each line to the customer's exact SKUs even when descriptions are vague or partial. Account-specific pricing, units, and terms are applied automatically, turning tribal knowledge into systemized rules. Users review and approve draft orders in their existing workflow, with no template setup or system migration required. When customers change their PO formats, the AI adapts automatically without maintenance.
Target Audience
Primary customers are wholesalers, distributors, and manufacturers using Shopify or ERP systems like Odoo who receive B2B orders via email, PDF, or EDI and need to eliminate manual order entry.
Features
- AI product matching that identifies SKUs from partial codes, alternate names, or vague descriptions without requiring exact matches
- Template-free document processing that handles any PO format including PDF, Excel, CSV, Word, and plain email text
- Automatic customer recognition by email domain, creating draft orders even for new accounts not yet in the system
- Error prevention alerts that flag uncertain product matches before they become shipping mistakes
- Native Shopify integration using existing pricing rules, customer catalogs, and inventory with no sync issues
- ERP compatibility with Odoo and other systems, dropping into existing workflows without migration
- Bilingual English and French support with response times under 24 hours on all plans