Carixa Retriever™

Robotic Process Automation for

Supplier Portals  -  Shipper Portals  -  Logistics Portals  -  Internal Systems

Most large companies and carriers have self-serve internet Vendor Portals -Supplier Portals for order capture, accounts payable, deduction, and delivery information. We have automated this entire process, which we provide as a turnkey service.

Using Robotic Process Automation, we identify, capture, interpret and process transactions based on configurable rules and learning,  triggering responses and actions and processing to completion. We perform a complete service for you.

Our Carixa Retriever RPA/AI tools are very flexible so whatever your problem, talk to us as we can provide a scalable, custom solution to achieve your goals.

 

Portal Solutions using RPA/AI

Carixa Retriever RPA/AI connects to your customer, shipper or disparate internal systems to extract, interpret, complete or assign (via powerful workflow) the critical documents and information need to accelerate your cash flow. For example, we monitor your receivables and anticipate or determine what needs to be done and then resolve. No longer will your staff need to navigate to customer or carrier sites and logon, search, download, cut, paste, and print documents.

100% of this manual labor can be eliminated so your team can direct its efforts to more important work.

  • Order Capture - Monitor portals and download new orders.
  • Pre-Deduction Claims Resolution - Monitor and acquire pre-deduction notices for resolution before they are deducted.
  • Deduction-Credit Memo Reconciliation - Acquire claim, rebate, and return detail from customer and processing centers and reconcile the claims with receiving data and your credit memos.
  • Proofs of Delivery – When invoices are past due, acquire proof of deliveries (POD) from the carrier and transmit them to the customer for payment.
  • Skipped Invoice Intervention - Identify skipped invoices proactively and submit an invoice copy and acquire a POD.
  • Cash Flow Forecaster - Monitor customer payment systems to forecast cash and timing.
  • Reconcile Returns or Receiving Data - Reconcile receiving vs. debit memo and invoice detail and issue a debit/credit memo or A/P transaction.
  • Reseller Sales Tax Certificates - Acquire and update certificates, which are indexed, reviewed, scanned, and digitally stored.
  • Digital imaging and Indexing - Scan, index, and store documents from any source for access when needed.
  • EDI Translation - Convert EDI data to your internal formats, codes, and custom forms.
  • Appending - Documents downloaded and automatically attached to Invoices, Deductions, Contracts, or Workflow.

Benefits

Improve your cash flow and profits

Accelerate the speed of processing

Improve customer satisfaction

Eliminate tedious manual work

 

Ready to find out more?

Drop us a line today to arrange a no-obligation, no-sales pressure discussion!