How it works

From inbox to ERP, step by step.

What happens to one order, invoice or delivery note once a VALOR agent is in place. Scroll through the six steps.

One document, start to finish

  1. 01Connect
  2. 02Read
  3. 03Check
  4. 04Draft
  5. 05Approve
  6. 06Log and improve
  1. Step 01

    Connect

    We connect the agent to the inbox where documents arrive and to your ERP, through its API or a test environment first. Your team keeps working in the tools it already uses.

    • Shared inbox, e.g. orders@
    • ERP: SAP, Pantheon, Business Central or any system with an API
    • Test environment before production
  2. Step 02

    Read

    When an email arrives, the agent reads the message and every attachment: PDF, scan, Excel or plain text. It understands the document, not just the characters on it.

    • Email body and attachments
    • PDF, scans, Excel, Word
    • Slovenian, English, German and more
  3. Step 03

    Check

    The extracted data is checked against what your systems already know: customers, item codes, price lists, stock and your own rules. Anything that does not match is flagged.

    • Customer and item codes matched
    • Prices and quantities compared
    • Your business rules applied
  4. Step 04

    Draft

    The agent prepares the result where your team works: a draft order in the ERP, prepared customs data, or a reply in the inbox. Nothing is final yet.

    • Draft sales order in the ERP
    • Prepared data for the declarant
    • Reply drafted, not sent
  5. Step 05

    Approve

    A person on your team reviews the draft, with every flag explained, and approves it or corrects it. Only then is anything booked or sent.

    • Flags explained in plain language
    • Approve or correct in one place
    • Nothing leaves without a person
  6. Step 06

    Log and improve

    Every step is logged: what was read, what was drafted, what changed and who approved it. Corrections become rules, so the same exception is handled better next time.

    • Full audit trail
    • Corrections become rules
    • Minutes per document measured

What we need from you

  • A sample of real documents for the one-week test
  • Access to one inbox and a test environment of your ERP
  • One person who knows the process and can answer questions

What stays the same

  • Your ERP, inbox and tools stay where they are
  • Your team decides; the agent prepares
  • Your data stays on EU infrastructure

See it on a sample document

The interactive demo runs these steps on a fictional order, shipment file or delivery schedule.

Open the demo

Let's run it on your documents.

Book a discovery call