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Solution · PO & back-office automation

Stop retyping purchase orders. Let AI read, sort and route them into the systems you already run.

We deploy AI and workflow automation around your ERP, accounting and scheduling tools, so orders, approvals and invoices move on their own and your team stops re-entering data.

The problem

This is where the most hours disappear every week, and where growth turns into more paperwork.

Every customer, a different format

POs arrive as PDFs, spreadsheets and emails, and someone retypes each one.

Systems don't talk

The ERP doesn't talk to the CRM, quotes live in spreadsheets and orders get re-entered between systems.

Manual everything downstream

Scheduling, purchasing, invoicing and payment follow-up all wait on a person.

How it works

Built around the software you already run. Nothing goes out in your name without your approval.

1

Review & inventory

We map your current workflows and every system in play: ERP, CRM, accounting, scheduling, email.

2

Design & scope

We design which steps to automate and which integrations to build, with a defined scope and timeline.

3

Prototype on your real orders

You see it work on your own POs and validate it before full deployment.

4

Deploy & optimize

We connect and test everything, onboard your team, and keep refining the system with monthly check-ins.

Fixed-price Statement of Work. No payment beyond setup until the prototype works.

What it looks like in practice

Examples of what we deploy. The free call tells us which ones fit your business.

PO intake in any format

AI reads purchase orders from every customer, whatever the format, standardizes them and creates the job or order with no retyping.

System Bridge

Connects NetSuite, Oracle, Dynamics, Salesforce, ServiceTitan, QuickBooks and more, so data entered once flows everywhere it's needed.

Procurement & invoicing on autopilot

Purchase orders are created and sent when stock hits threshold, work is scheduled by job stage, and invoices and payment follow-ups go out at each milestone.

Results

Real Deep Lake Software engagements. Client names withheld.

Case study

Multi-state HVAC contractor · PO automation

The situation. Builders sent purchase orders in their own formats. Scheduling, permits, equipment orders and invoicing were all handled by hand.

What we built. AI that reads every incoming PO and standardizes it, workflow automation that triggers scheduling, permits and equipment orders by job stage, builder portal sync, and automated invoicing and payment follow-up.

$50K+
saved in year one
92%
of manual PO processing eliminated

Frequently asked questions

Do we have to replace our ERP or accounting system?

No. We build around the software you already run. No rip-and-replace.

What if our customers all send POs differently?

That's the point. The AI reads each format and standardizes it into a small number of workflows.

Will we see it working before we commit to full deployment?

Yes. We build a working prototype on your real data, and nothing proceeds to full deployment without your sign-off.

How much does it cost?

Fixed-price Statement of Work. No payment beyond setup until the prototype works. The exact price depends on the workflows and systems involved, and we'll walk through it on the call.

What happens on the call?

We talk through where orders and paperwork slow you down today and whether automation is a fit. No pressure.

Related

Ready to stop retyping orders?

Book a 20-minute call and we'll show you which parts of your back office AI can take over first.

Book a 20-minute call