Workflow Automation and System Integration Built for Distributors

Your ERP, CRM, warehouse scanners, and phone system should share data automatically. We connect them. Less rekeying. Fewer order errors. Real-time inventory visibility.

25+ years of experience Epicor P21, SAP, NetSuite, Infor & more

85%

Reduction in Manual AP Processing

99.5%

Inventory Accuracy Achieved

5

Companies Unified Into One ERP & CRM

25+

Years of Experience

Problems We Solve for Distributors

Orders Fall Through the Cracks

Your CRM doesn't talk to your ERP. Reps promise what the warehouse can't see. Manual order entry creates errors, delays, and frustrated customers. Every disconnected handoff is a chance for something to go wrong.

AP and Back-Office Bottlenecks

Invoices are processed by hand. Approvals get stuck in email. Month-end close takes weeks instead of days. Your back office is drowning in paper while the rest of the business waits.

Inventory Numbers You Can't Trust

The warehouse says one thing, the ERP says another. Customers get wrong availability info. You're overselling, underselling, or carrying too much safety stock because nobody trusts the numbers.

If any of this sounds like your business, these are the exact problems we solve every day.

What We Do for Distributors

Every engagement is built around reducing manual work, connecting your systems, and giving you real visibility into your distribution operations.

AI Workflow Automation

Automate invoice processing, order entry, approval routing, and other repetitive back-office tasks. Your team stops re-keying data and starts focusing on customers.

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ERP & System Integration

Connect Epicor P21, SAP, NetSuite, or Infor with Salesforce, HubSpot, warehouse systems, and your phone platform so data flows automatically.

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Data Cleanup & Visibility

Consolidate data from acquisitions, fix duplicate records, and build dashboards that give you real-time visibility into inventory, orders, and performance.

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Custom Operational Apps

Scanner-to-ERP apps, customer portals, and warehouse tools built for how your operation actually works. Plugs directly into your existing systems.

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Featured Distribution Results

Real projects. Real numbers. Here's what happens when distributors fix their workflows and systems.

85% Reduction in Manual AP Processing

Epicor P21 Invoice Automation — Distribution

AI-powered invoice processing for a distributor on Epicor P21. Eliminated a full-time position worth of manual data entry. Invoices now flow from email to ERP with minimal human intervention.

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5 Companies Unified Into One ERP & CRM

Post-Acquisition Data Consolidation

Cleaned and merged data from five acquired distribution companies into a single source of truth. Unified customer records, pricing, and inventory across all divisions.

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99.5% Inventory Accuracy From 92%

Custom Scanner-to-ERP App — E-commerce Fulfillment

Built a custom app connecting warehouse scanners to the ERP in real-time. Inventory accuracy jumped from 92% to 99.5%. The ROI paid for the project in three months.

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What Distribution Clients Say

Uptimize integrated our Epicor P21 ERP with Salesforce and our phone system. What used to take our team hours of manual data entry now happens automatically. They understood our business from day one.

Mike R. — Operations Director
Building Materials Distributor

Uptimize automated our invoice processing with AI. We went from manually entering 200+ invoices a week to having 85% processed automatically. Saved us a full-time position worth of work.

Sarah M. — Controller
Regional Distributor

They built us a custom app that connects our warehouse scanners to our ERP in real-time. Inventory accuracy went from 92% to 99.5%. The ROI paid for the project in three months.

Chris P. — Warehouse Manager
E-commerce Fulfillment

Systems We Integrate

We connect the platforms your distribution business already runs on. No rip-and-replace — just systems that finally talk to each other.

ERP

SAP
Oracle
NetSuite
Epicor P21
Infor
Sage
Dynamics

CRM

Salesforce
HubSpot
Pipedrive

Phone / VoIP

8x8
RingCentral
Nextiva

Warehouse

Barcode scanners
WMS platforms
Shipping tools

Reporting

Power BI
Custom dashboards
SQL databases

Legacy

FoxPro
AS/400
Access DBs
Flat files

Distribution Workflow Automation FAQ

Common questions from distribution and industrial supply leaders evaluating automation and integration

Find Out Where Your Distribution Workflows Are Costing You

Book a free 30-minute audit. We'll map your order-to-delivery workflow, find the biggest automation opportunities, and show you what to fix first. No obligation.

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