AI that knows the document, the desk, and the database.
Four production features, each pointed at a real broker chore: parsing POs, ingesting deal sheets, answering reporting questions, and drafting customer emails with the right context attached. Smart Actions that scale with your agency.
Source · sample PO (PDF)
1400 Industrial Pkwy
Boulder, CO 80301
250 Logistics Way
Allentown, PA 18106
| # | UPC | Description | Qty | UOM | Price |
|---|---|---|---|---|---|
| 1 | 8-84912-00102-3 | Sparkling Yerba · 12oz · Orig | 48 | CA | 18.50 |
| 2 | 8-84912-00104-7 | Sparkling Yerba · 12oz · Mint | 36 | CA | 18.50 |
| 3 | 8-84912-00211-2 | Cold-Brew Concentrate 32oz | 24 | CA | 32.00 |
| 4 | 8-84912-00305-8 | Matcha Energy · 16oz · 12-pk | 12 | CA | 42.75 |
| 5 | 8-84912-00480-2 | Herbal Tonic · 8oz · Variety | 18 | CA | 26.00 |
Structured output · ExtractedPo
Order extraction that doesn't miss a single line item.
Upload any mix of PDF or Excel purchase orders. TradePath automatically organizes the order details—including PO numbers, delivery dates, and every individual line item—and verifies them against your product catalog before they ever hit your books.
Built-in accuracy checks
Our system performs an automatic "hand-count" of every document before processing. If the number of lines extracted doesn't match the document total, it's flagged for your review. This ensures high-volume, complex orders are processed with total precision.
Learns your retailers' quirks
Every retailer formats their orders differently. TradePath remembers these preferences—like which column means "Case Qty" vs "Units"—so the more you use it, the faster and more accurate your order processing becomes.
Smart item identification
Whether a retailer uses UPCs, their own internal codes, or your manufacturer's item numbers, our smart matching system identifies exactly which product is being ordered, eliminating manual lookup errors.
Step 1: Document Upload
Drop in your PDF or Excel orders from any retailer.
Step 2: Smart Extraction
Details are identified and verified against your catalog.
Step 3: One-Click Approval
Quickly review and import into your order pipeline.
Deal sheets to accurate rates. Minus the data entry.
Stop manually typing in promotion dates and discount amounts. Drop in a manufacturer deal sheet and let TradePath identify the per-product discounts, effective dates, and promotion types for you.
Privacy by design
We process only the relevant order and promotion data from your files. Your brokerage information and manufacturer details are kept private and secure throughout the process.
Complex math made simple
Our system identifies unit-level discounts and handles tricky date ranges, flagging any potential conflicts with existing promotions so you never double-apply a discount.
Seamless catalog integration
Extracted deals are automatically matched to your specific products. You simply confirm the matches and the rates are live in your commission calculator instantly.
Manufacturer-ready records
Every promotion you create is linked back to the original deal sheet, giving you an instant audit trail for every manufacturer payment conversation.
PDF, PNG, or Excel up to 10MB
"Which reps earned the most this quarter?" Get answers, not reports.
Tired of digging through spreadsheets to answer simple business questions? Our natural language reporting allows you to simply ask for the information you need. TradePath understands your business structure and provides instant charts and data summaries.
Emails that already have the context.
When an order has an issue—like a quantity mismatch or a pricing error—you don't need to go hunting for details. TradePath understands the problem and can draft professional, clear emails to your retail buyers or manufacturer partners with all the facts attached.
Your data is protected at every step.
We treat your business data with the same level of care as a bank. Every automation and insight is built on a foundation of strict privacy and security.
Secure Access
Only authorized members of your team can access your data. Multi-factor authentication is standard for every user.
Plan Verification
We ensure you always have access to the features your brokerage needs to thrive, without any surprise costs.
Smart Automation
Our specialized systems process your documents with precision, focusing only on the data needed to run your business.
Accuracy Guard
Extracted data is verified against your product catalog and manufacturer rates before anything is finalized.
Private Storage
Your data is stored in a private, encrypted environment that only your brokerage can access.
Reliable tools, not experimental toys.
Our automation is built for the high-stakes world of CPG brokerage. We prioritize accuracy and reliability over everything else.
Automatic line-count checks.
We verify every order by counting lines before and after extraction. Any mismatch is instantly flagged for your review.
Limited data exposure.
Our extraction process is focused strictly on the document text. We don't share your manufacturer list or internal pricing history with third-party models.
Data is always validated.
Every piece of automated data is checked against your specific catalog rules. We don't guess SKUs or ignore pricing variances.
Optimized for volume.
Our system is built to handle heavy order batches. Whether you have 5 POs or 500, the speed and accuracy remain consistent.
Your data is strictly private.
We use hardware-level isolation to ensure that your brokerage data is never visible to or mixed with anyone else's.
Clear, visible usage.
We provide full visibility into your system usage. You can track your activity and see the value being delivered to your team.
See all four features run on your own documents.
Bring a real PO, a real deal sheet, and a real reporting question. We'll run them through TradePath during the call and you'll keep the outputs.