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.
Source Document (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 | 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 | 24 | CA | 32.00 |
| 4 | 8-84912-00305-8 | Matcha Energy · 16oz | 12 | CA | 42.75 |
| 5 | 8-84912-00480-2 | Herbal Tonic · 8oz | 18 | CA | 26.00 |
Structured Data Output
Order extraction that doesn't miss a single line item.
Upload any mix of PDF or Excel purchase orders. TradePath organizes details—including PO numbers, delivery dates, and every line item—and verifies them against your catalog.
Built-in accuracy checks
Our system performs an automatic "hand-count" of every document. If the number of lines extracted doesn't match the document total, it's flagged for your review.
Learns your retailers' quirks
TradePath remembers preferences—like which column means "Case Qty" vs "Units"—so the more you use it, the faster and more accurate it becomes.
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: Rapid Approval
Quickly review and import into your order pipeline.
Deal sheets to accurate rates. Minus the data entry.
Drop in a manufacturer deal sheet and let TradePath identify the per-product discounts, effective dates, and promotion types for you automatically.
Complex math made simple
Our system identifies unit-level discounts and handles tricky date ranges, flagging any potential conflicts so you never double-apply a discount.
Seamless catalog integration
Extracted deals are automatically matched to your products. Confirm the match and rates are live in your commission calculator instantly.
PDF, PNG, or Excel up to 10MB
Get answers, not reports.
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, TradePath understands the problem and drafts professional emails to your retail partners or manufacturer clients with all the facts attached.
Professional AI Standards
Auto line-count checks.
We verify every order by counting lines before and after extraction. Any mismatch is instantly flagged.
Limited data exposure.
Extraction is focused strictly on document text. We don't share your history with third-party models.
Always validated.
Automated data is checked against your specific catalog rules. We don't guess SKUs.
Secure Access
MFA is standard for every user. Only authorized team members can access data.
Plan Limits
We ensure you always have access to the features you need without surprise costs.
Smart Analysis
Systems process documents with precision, focusing only on the data needed.
Accuracy Guard
Extracted data is verified against your product catalog and manufacturer rates.
Private Storage
Data is stored in a private, encrypted environment that only your brokerage can access.
See AI run on your own documents.
Bring a real PO and a real deal sheet. We'll run them through TradePath during a 20-minute call and you'll keep the outputs.