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

The Definitive Guide to Supply Chain Orchestration (SCO) in 2026

In 2026, supply chain orchestration closes the execution gap—unifying EDI, APIs, and AI to protect OTIF, speed resolution, boost resilience, and provide real-time data.

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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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Video

Charlie’s Produce Customer Story

See how Charlie’s Produce uses Cleo to automate order workflows, reduce manual effort, support EDI growth, and improve supply chain visibility.

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Video

Gourmet Foods Customer Story

See how Gourmet Foods International uses Cleo to support reliable, scalable EDI, flexible managed services, AI issue resolution, and customer service.

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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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Video

Charlie’s Produce Customer Story

See how Charlie’s Produce uses Cleo to automate order workflows, reduce manual effort, support EDI growth, and improve supply chain visibility.

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Video

Ben E. Keith Customer Story

See how Ben E. Keith used Cleo to rebuild EDI and ERP integrations, scale trading partner onboarding, and gain 24/7 managed services support.

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Video

Gourmet Foods Customer Story

See how Gourmet Foods International uses Cleo to support reliable, scalable EDI, flexible managed services, AI issue resolution, and customer service.

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Report/Survey

2026 Global Supply Chain Executive Report

Explore new research from Cleo on why supply chain orchestration is becoming the next frontier.

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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

The Supply Chain Performance Paradox

See the key stats behind Cleo’s 2026 supply chain research, including why revenue loss, software disruptions, limited visibility, and rising automation complexity are accelerating the shift toward AI-powered supply chain orchestration.

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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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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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Browse All Resources

Freight Order Execution Software for Carriers

Connect freight tenders, shipment status, and invoices in one view. Cleo helps carriers identify risk, protect revenue, and accelerate invoicing.

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White Paper

Cleo Harmony Containerization Whitepaper

How containerization helps organizations reduce 
operational cost, improve resilience, and modernize missioncritical managed file transfer infrastructure.

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Blog

Enterprise EDI Software ROI: Benchmarks + Calculator

Enterprise EDI software can pay back in 6–18 months, depending on costs, automation and onboarding. Calculate your year-one and three-year ROI.

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Blog

Fortify Your Business: Implement a Secure EDI System with End-to-End Encryption

A practical enterprise guide to secure EDI, including encryption in transit and at rest, payload encryption, AS2, SFTP, digital signatures, certificates, access controls, auditability, and implementation steps.

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Blog

EDI Platform for Order-to-Invoice Automation

See how an EDI platform automates the complete order-to-invoice cycle—from purchase order receipt and ERP entry to shipment, invoice submission, acknowledgment, and exception resolution.

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Webinar

Fireside Chat: How Eataly Transformed Its Supply Chain Using Cleo's Services Team

Antonino Marano, Solutions Architect at Eataly, joins Cleo CMO Tushar Patel to discuss how Eataly modernized its supplier operations with EDI while undergoing a major ERP transformation.

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Webinar

Chargeback Prevention—Live Demo Webinar 6.4.2026

Retail chargebacks often begin with small order-to-cash issues: late acknowledgments, incomplete ASNs, short shipments, or missed invoice deadlines.

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Video

Cleo WebEDI Portal Demo Session 3—Unlock Cash Flow & Get Paid Faster On Outstanding Invoices

In this live demo, we walk through how the Cleo Web EDI portal delivers end-to-end visibility into 3PL and warehouse transactions — closing gaps in ASN delivery, invoicing, and inventory feed processes required by your trading partners.

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