Resource Library

Learn more about Cleo’s unique approach to B2B integration in these case studies, thought leadership blogs, guides, videos, and more.

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Featured Resources

Blog

How to Onboard EDI Trading Partners Faster (Without Errors)

Learn how to onboard EDI trading partners faster without errors. Reduce delays, improve accuracy, and streamline onboarding with proven strategies.

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Blog

Best AI EDI Platforms in 2026: Top EDI Software Compared (Cleo vs Orderful & More)

Compare the best AI EDI platforms in 2026. Learn how Cleo AI, Orderful, and others stack up for automation, scalability, APIs, and chargeback reduction—plus how to choose the right EDI solution for your business.

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Blog

Best EDI Solutions for Food & Beverage Companies (2026)

Compare the best EDI solutions for food and beverage companies. Reduce chargebacks, improve ASN accuracy, and streamline partner onboarding.

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Video

Trimble Insights Technology Showdown: Cleo Integration Cloud Demo

Watch team Cleo present a demo of Cleo Integration Cloud at Trimble Insights Technology Showdown 2025.

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Video

Leverage AI to Power Growth and Profitability

In this live demo webinar, you'll discover how leading manufacturers, logistics providers, and distributors are using AI-powered automation to drive growth, reduce costs, and boost efficiency.

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Video

Cleo Integration Cloud: AI-Powered Supply Chain Orchestration

Cleo Integration Cloud (CIC) is an AI-powered supply chain orchestration platform that digitalizes, automates, and unifies every transaction across your ecosystem. Learn more!

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Video

Leverage AI to Power Growth and Profitability

In this live demo webinar, you'll discover how leading manufacturers, logistics providers, and distributors are using AI-powered automation to drive growth, reduce costs, and boost efficiency.

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Webinar

The B2B Integration Playbook for Microsoft Dynamics

This in-depth webinar covers topics like how to choose the right approach to Dynamics integration, and the importance of being able to see what’s going on after you’ve integrated.

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Report/Survey

2025 Supply Chain Executive Report

This report highlights how leading organizations are leveraging technology to build agility, resilience, and efficiency, so customers’ needs aren’t just met, they’re exceeded.

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Infographic

Benefits of Cleo's Managed Services Approach

Curious about the secret to effortless integration? Explore our infographic to uncover Cleo's Managed Services advantage.

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Infographic

Outgrowing OpenText? You’re not alone.

OpenText is a black-box EDI provider that controls every aspect of integration including initial setup, mapping, map changes, onboarding, and error resolution — leaving customers reliant on OpenText's timelines with little room for self-service.

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Infographic

The Truth About SPS Commerce EDI Integration

Understanding the strengths and weaknesses of an EDI provider before you commit is crucial to avoid business constraint. If you're considering SPS as a provider, you need to see this.

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Case Study

Victrola Case Study

One of Victrola's biggest challenges was labor intensive and sluggish order management processes, with tons of manual intervention, that is until they leveraged Cleo's integration solution.

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Case Study

Four Hands Case Study

For years, Four Hands was using TrueCommerce to connect to EDI trading partners. While this solution proved viable for a time, as the company continued to grow and had greater goals to achieve, issues started to appear.

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Case Study

Purolator Case Study

Purolator recognized their EDI was starting to require higher degrees of maintenance to keep pace with rapidly evolving technologies while people with EDI development skills and troubleshooting expertise were becoming harder to find. 

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Blog

EDI Build vs Buy Decision Matrix: Parser TCO Guide

Should developers build an in-house EDI parser or buy an EDI platform? Compare six-month build costs, hidden maintenance, risk, and Cleo deployment paths.

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Video

Cleo WebEDI Portal Live Demo: Simplify Invoicing with ERP Integration on 5.12.26

In this live demo, Cleo experts show how Web EDI helps teams create and send invoices, batch process documents, organize trading partner activity with Smart Folders, explore ERP integration options, and support faster payment with Cleo InvoicePay.

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Modern EDI: How to Fix EDI Mapping Errors with APIs & AI

Learn what modern EDI is, why EDI mapping errors happen, how to troubleshoot 997 functional acknowledgments, and how AI-assisted mapping and API visibility reduce EDI failures.

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Blog

EDI for QuickBooks: Web EDI Integration Guide

Learn how Web EDI for QuickBooks helps small and growing businesses automate purchase orders, invoices, ASNs, acknowledgments, labels, and trading partner compliance.

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Blog

Best SAP EDI Integration for Orders, Invoices & ASNs

Learn the best SAP EDI integration approach for automating purchase orders, invoices, ASNs, and trading partner workflows across SAP S/4HANA, ERP, WMS, TMS, and EDI/API ecosystems.

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Blog

What EDI Platforms Support X12 and EDIFACT?

Compare EDI platforms with built-in support for X12, EDIFACT, TRADACOMS, acknowledgments, validation, mapping, routing, and enterprise integration.

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Blog

Enterprise Trading Partner Onboarding Playbook

Learn how enterprise teams can standardize and accelerate trading partner onboarding across EDI, API, MFT, ERP, TMS, WMS, and supplier ecosystems with Cleo Integration Cloud.

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Blog

How to Fix EDI Errors: Troubleshooting Guide

Learn how to fix common EDI errors, from rejected 997/999 acknowledgments and invalid data to mapping, routing, AS2/SFTP, ERP, WMS, and TMS integration failures.

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