How it works

From email to invoice —
assisted workflow

FAOS runs an assisted workflow that captures orders from email, validates them against your rules, generates purchase orders, and produces export-ready invoices. The pipeline reduces manual re-entry where possible.

Workflow

Assisted workflow: 4 steps from order to invoice

From email to PO to invoice, every step is logged and traceable.

Capture
Capture orders from email (or API) with structured parsing. No copy-paste required.
Validate
Validate customer, SKU, quantity, and pricing using your rules. Exceptions are flagged.
Generate PO
Generate PO and sync to CRM, inventory, and factory queues automatically.
Invoice + Export
Generate invoice on completion and export history. One source of truth.

Built-in governance

Audit trail with timestamps and user actions at every step.
Role-based access with company-level data isolation.
Shortage flags and exception tracking for inventory mismatches.

Setup

Set up once. Assisted pipeline runs automatically.

Initial setup typically takes less than one working day. After that, the pipeline handles order intake, validation, PO, and invoice without manual steps.

Initial setup steps

Create company profile and basic settings (name, address, currency).
Connect your Gmail account (App Password or OAuth).
Import customers: names, billing addresses, payment terms, credit limits.
Load inventory: SKUs, units, cost, and current stock levels.
Configure subaccounts and permissions for your team.

What runs automatically after setup

Email orders are captured and parsed without manual input.
Orders are validated against customer rules and inventory SKUs.
POs are generated on release — no re-entry from order data.
Invoices are generated on order completion, ready to export as PDF.
Activity logs are written at every step for audit and traceability.

After setup, the assisted pipeline supports the full order → PO → export-ready invoice flow. No annual contract; cancel anytime.

Security

Secure, isolated, and auditable

Secure access, encryption in transit, tenant isolation, and activity logs are included in every plan.

Encryption in transit and secure access controls for all connections.

OAuth or App Password options for connecting your Gmail account.

Tenant-level data isolation — your data is never shared across companies.

Full activity log and worklog for traceability of every user action.

Deployment & support

Cloud-ready rollout with onboarding, training, and SLA tracking included.

Dedicated implementation support for key workflows.
API export for your operations and BI tools.
Multi-region support for cross-border teams.

From email to invoice —assisted workflow