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

Infographic

A Nightmare on EDI Street

Trapped in a haunted house full of EDI nightmares? You're not alone. Uncover the terrors of traditional EDI and explore how companies are breaking free.

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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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Webinar

LIVE October 23rd: CIC for Logistics & Transportation

Join us for the CIC for Logistics & Transportation Live Demo / Q&A Session on October 9th! 12:00 - 12:30pm CT

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Webinar

Redefining Managed Services for B2B Integration

Stop settling for slow onboarding, missed deadlines, and hidden costs. ‍This webinar will show you how Cleo has redefined managed services to empower your business.

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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

Supply Chain Earnings Report 2025 Infographic

Cleo’s first ever Supply Chain Earnings Impact Report presents findings from research of over 1,000 quarterly earnings reports from...

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Report/Survey

Supply Chain Earnings Report 2025

Cleo’s first ever Supply Chain Earnings Impact Report presents findings from research of over 1,000 quarterly earnings reports from...

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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 in 2025 and beyond, so customers’ needs aren’t just met, they’re exceeded.

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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

NetSuite EDI Integration: Essentials & Best Practices Guide

Understand how to build EDI integrations to your NetSuite ERP for seamless EDI exchange between your trading partners and internal business systems.

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Blog

EDI Transactions Guide

Master the art of B2B communication with our comprehensive guide to EDI transactions, unlocking the secrets to streamlined and efficient business interactions.

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Blog

EDI Integration & Why It’s Important to Your Business

Learn how EDI integration works & the 4 indicators that you need a new EDI solution.

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Video

Cleo Integration Cloud Demo Video

See how easy it can be to quickly onboard and automate API and EDI integrations directly into any back-office application and gain complete end-to-end visibility for every B2B transaction.

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Data Sheet

Cleo InvoicePay™ Data Sheet

Pressure is increasing as customer payment terms stretch from Net 30 to 60, or even 90 days. Large buyers improve their working capital by delaying supplier payments which holds back your business.

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Blog

Embedded Lending and the Future of Supply Chain Financing

Discover how embedded lending and Cleo InvoicePay empower suppliers to unlock cash flow to reinvest in R&D, payroll, procurement, and growth initiatives.

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Case Study

Universal Metal Products Case Study

While their Unix MRP system could download EDI files, all subsequent steps in the fulfillment processes were manual and taking more than four hours a day, that is before they contacted Cleo.

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Video

Moving AI from Experimentation to Implementation

Supply Chain Orchestration Series Part 5: Moving AI from Experimentation to Implementation. Watch now!

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Video

What Makes Cleo Different

Watch Part 4 of the Supply Chain Orchestration Series: What Makes Cleo Different? Watch now!

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Video

How Orchestration Creates Real Business Value

Watch Supply Chain Orchestration Series Part 3 : How Orchestration Creates Real Business Value. See now!

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Video

The Missing Link Between Planning & Execution

Part 2 of the Supply Chain Orchestration Series: The Missing Link Between Planning & Execution. Watch now!

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Video

Disruption Is the New Normal—Agility Is Key to Survival

Part 1 Supply Chain Orchestration Series: Disruption Is the New Normal—Agility Is Key to Survival. Watch now!

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