Automate documents across wholesale operations
Standardize capture, classification, extraction and routing for AP, orders, mailroom and logistics. Deploy on‑prem, cloud, or hybrid—built for partners, SSCs, and multi-entity groups.
Wholesale documents are messy. Your processes can’t be
Wholesale organizations operate in high-variance environments: multi-entity groups, thousands of suppliers, mixed formats, multiple channels, and demanding SLAs. When invoices, orders, delivery notes, claims, and correspondence arrive through disconnected entry points, teams end up manually sorting, keying, and chasing exceptions—creating delays, rework, and compliance risk.
IRIS provides a portfolio-wide document automation layer that standardizes intake and downstream routing. With multi-channel capture, hybrid AI classification & extraction, human-in-the-loop verification, and integration-friendly outputs, IRIS helps wholesale ecosystems move from “document chaos” to controlled, scalable operations—whether you run a shared service center, a BPO platform, or an embedded solution for customers.
Multi-channel intake
Capture documents from email, folders/SFTP, scanners/MFPs, portals, and APIs—without redesigning upstream habits.
Hybrid AI classification & extraction
Combine AI with deterministic rules to handle both standardized and highly variable wholesale documents.
AP-ready automation
Accelerate invoice processing with validation workflows and export into your financial stack.
Order-to-cash support
Classify and extract purchase orders and related documents to speed fulfillment and reduce manual touchpoints.
Digital Mailroom routing
Automatically route inbound correspondence to the right team, case, customer, or workflow.
Logistics document handling
Process delivery notes and transport documentation to improve reconciliation and downstream visibility.
Multi-entity & multi-tenant operations
Support shared services, BPO models, and partner offerings with clear segregation and governance.
ERP/WMS/ECM integrations
Export structured data (PDF/A + XML/JSON) to systems like SAP, Microsoft Dynamics, Therefore, SharePoint/OneDrive, and more.
Human-in-the-loop verification
Keep control of exceptions with review queues and auditable correction flows.
Compliance-grade traceability
Maintain audit trails and controlled processing across regulated value chains and multi-party environments.
Built for real-world wholesale: deploy, integrate, embed
IRIS supports wholesale automation across multiple operating models:
- On‑prem / private cloud IDP backbone (IRISXtract): enterprise-grade workflows for classification, separation, extraction, validation, and export—well-suited to SSCs, BPOs, and SAP-heavy estates.
- Cloud-native microservices platform (IRISPulse): multi-tenant architecture for modern intake, verification, and packaged apps like AP Suite and Digital Mailroom, with options to OEM/white-label for partners.
- Edge capture for high-volume scanning (IRIS Powerscan): deterministic separation and batch capture feeding centralized workflows.
- SDKs & toolkits: embed OCR/IDP capabilities into partner solutions (VAR/ISV/OEM) for wholesale-heavy ERPs and logistics platforms.
Integration patterns are designed for enterprise reliability: API-driven triggers, controlled export queues/retries, and structured outputs that decouple document intake from downstream systems—so you can scale volumes, add document families, and extend across regions without rebuilding your stack.
Your Questions Answered
Is this only for invoice automation?
No. IRIS supports end-to-end document automation for AP, orders, digital mailroom correspondence, logistics documents, and HR/records—common streams in wholesale ecosystems.
Can we run this in a shared services or BPO model?
Yes. IRIS supports multi-entity and multi-tenant operating models with controlled workflows, verification, and governance—ideal for SSCs and service providers.
How does IRIS handle document variability across suppliers and countries?
IRIS combines multi-channel capture with hybrid AI classification/extraction and validation workflows to manage layout diversity, languages, and exception handling.
How do we integrate with SAP, Dynamics, or our ECM?
IRIS outputs searchable PDFs and structured payloads (e.g., XML/JSON) and supports integration via APIs/connectors to ERP/ECM/RPA systems—adaptable to your architecture.
What about compliance, auditability, and traceability?
IRIS is designed for controlled processing with audit trails, verification steps, and compliance-grade outputs—important when wholesale operations sit inside regulated value chains.
A practical path to wholesale automation
Start with one stream, prove ROI, then standardize across entities and regions.
Assess document streams
Identify inbound channels, top document families (AP, orders, mailroom, logistics), and exception drivers.
Deploy in your preferred model
Choose on‑prem, cloud, or hybrid based on security, residency, and integration constraints.
Configure hybrid automation
Apply rules where standards exist, AI where variability is high, and define confidence thresholds.
Control exceptions with verification
Route low-confidence cases to human review with auditable correction and reprocessing.
Integrate and scale
Export structured outputs into ERP/WMS/ECM and expand across entities, tenants, and regions.
Integrate IRIS on your wholesale workflows
Get a tailored walkthrough for AP, orders, mailroom, or logistics—no obligation.