Guide
6 posts on guide.
How to choose an automation vendor
Most automation projects fail on scoping and ownership, not technology. Here are the eight questions that separate a vendor who has shipped one from a vendor who has demoed one.
GuideHow to reconcile Shopify payouts to your sales
Your payout is never your sales number, and it is not supposed to be. Here is the bridge from gross sales to the amount that lands in your bank, and how to close it every week.
GuideHow to check a freight invoice before you pay it
A freight invoice audit is four checks: rate, weight, accessorials, duplicates. Here's the order to run them in, and why your own error rate beats the ones everyone quotes.
GuideHow to automate invoice matching (2-way and 3-way)
Automated invoice matching checks each invoice against its PO and goods receipt, posts what agrees within tolerance, and routes only mismatches to a person. Here's how it works.
GuideHow to automate air waybill data entry
Freight forwarders lose 25–40 minutes keying each air waybill. Here's how to automate AWB data entry with OCR and validation, and where the hours come back.
GuideHow to extract data from PDF invoices automatically
How to pull clean data from PDF invoices automatically: how extraction works, why scanned and multi-vendor invoices break simple tools, and how to reach numbers you can trust.