In our March 2026 case study, the AI document processing agent we built for Caroline Gardner, a UK greeting card and stationery wholesaler, processed about 90% of orders in known formats straight through.
The job · Orders, forms and documents
AI Document Processing For Orders And Forms
An agent reads each order or form from email and PDF, enters it in your system and flags anything unusual for a person to approve.
- 01 · Buildfrom £15,0004 to 8 weeks, fixed price
- 02 · Scalefrom £3,000 a monthNo minimums. Cancel anytime.
Each order read from the email, line by line.
The Figure
90%Processed straight through
Source: B2B Sales Management: Order Processing with Agentic AI
How It Changes
What Changes When Orders Enter Themselves
The same orders, read as they arrive, checked against your catalogue and approved by your team.
- 01
Today
Every line retypedOrders arrive by email in every format, from PDFs to photos, and someone keys each one into the system.
Reads orders as they arrive
The agent reads email text, PDFs and spreadsheets, and photos of orders too.
- 02
Today
Mistakes found by customersA wrong product code or quantity shows up when the delivery does.
Matches your catalogue
It checks each line against your product list and the customer's past orders.
- 03
Today
Busy weeks you can't staff forA peak means a backlog or overtime.
Flags what's unusual
Anything it isn't sure of goes to a review queue, with the source beside the parsed lines, so your team handles the exceptions, even in a busy week.
- 04
Today
Formats that never settleEvery customer sends orders their own way.
Corrections become rules
When someone fixes a line, the agent saves the fix as a rule for the next order.
- 05
Enters it in your system
Approved orders go into your order or accounting system, such as Sage 200.
Proof
A Wholesaler's Emailed Orders, Read And Entered By An Agent
About 30% of Caroline Gardner's orders arrived by email in formats someone had to retype. Read the case study.
What It Costs
An order or document processing agent is a build at a fixed price, from £15,000, in 4 to 8 weeks. Scale runs it from £3,000 a month. No minimums. Cancel anytime.
- 01 · Buildfrom£15,0004 to 8 weeks, fixed price
- The agent, reading your orders and forms
- Your catalogue and rules connected
- Your team trained, and the rules in writing
- 02 · Scalefrom£3,000a month. No minimums. Cancel anytime.
- Monitoring, with a log of what the agent did
- Model and platform changes handled
- A new skill or agent each month
For comparison, a UK data contractor costs £490 to £575 a day.Source: ITJobsWatch, YunoJuno and Dataflos Contract Radar, read 22 September 2026.
See UK data consulting ratesFrequently Asked Questions
Software that reads documents such as orders and forms, pulls out the fields and enters them in another system. Our agent also checks each field against your own data and asks a person when it isn't sure.
We've built the export for Sage 200. Other systems depend on what they accept, and we agree the connection in the scope.
It flags lines it isn't sure of for review before anything goes in. When someone corrects a line, the agent saves the correction as a rule.
Yes, where it matters. Orders in known formats go straight through, and anything unusual waits for a person to approve it.
4 to 8 weeks, at a fixed price from £15,000.
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