Non-EDI Document Automation for Any Trading Partner
Transform supplier PDFs, emails, and manual documents into structured data for ERP, AP, and supply chain workflows — without requiring EDI or API connectivity from your partners.
Document automation that bridges partner flexibility with internal process control
Cleo Non-EDI Document Automation helps businesses convert PDFs, emails, and other manual supplier documents into structured transaction data — XML, JSON, EDI, or application-ready payloads — that flow into ERP, AP, procurement, WMS, TMS, and trading partner systems. Open ECX adds intelligent document transformation while Cleo orchestrates workflow, integration, visibility, and trading partner connectivity. The result: digital automation even when partners aren't EDI-capable.
See how Cleo turns non-EDI documents into automated workflows
Watch how PDF and document-based partner transactions can be captured, transformed, validated, and routed into the systems your teams already use without requiring every supplier or customer to become EDI-capable.
Enable digital automation even when partners send PDFs
Non-EDI document automation helps organizations support suppliers and customers that send PDFs, emails, or manual documents while maintaining structured digital transaction processing internally.
Capture Supplier Documents
Ingest PDFs, emails, and image-based documents from partners through any channel they already use — no new systems required on their end.
Extract & Map to Format
Transform extracted data into structured formats — XML, JSON, EDI X12, EDIFACT, or application-ready payloads — validated against business rules before moving downstream.
Deliver to ERP & Systems
Route transactions to ERP, AP, WMS, TMS, trading partners, or internal workflows with full visibility into status, exceptions, and integration health.
Document automation for non-EDI partner onboarding
Trading partners vary widely in digital maturity. Document automation gives teams a practical bridge between partner flexibility and internal process control — without requiring EDI from every supplier.
| Partner Sends | Cleo-Enabled Workflow Creates |
|---|---|
| PDF invoice | Structured invoice transaction for AP, ERP, or EDI processing — including EDI 810 format where required. |
| PDF purchase order | Structured order data for ERP, WMS, order management, or EDI workflows — mapped to EDI 850 or custom formats. |
| Email with attachment | Automated intake flow that starts extraction, transformation, and downstream routing without manual handling. |
| Image-based document | Extracted, validated fields routed into exception or approval workflows before downstream delivery. |
Why Cleo instead of a standalone document capture tool?
A standalone capture tool extracts data. Cleo connects that data to the systems, partners, and workflows that run your business — across every integration pattern you need.
Integration Orchestration
Connect converted data to ERP, AP, WMS, TMS, and trading partner flows that run the business — not just extract it into a file.
Explore integration capabilitiesHybrid B2B Support
Support EDI, API, MFT, and document-based workflows in one broader integration strategy — handling every partner format from a single platform.
Explore PDF-to-EDIOperational Visibility
Track the status of transactions, exceptions, and workflows across the full document lifecycle — from intake through ERP posting.
Explore visibility capabilitiesDocument automation becomes more valuable when it connects to your ERP
Document capture is only the first step. Cleo helps turn extracted and mapped data into ERP-connected workflows, so validated transactions move into the systems that run finance, procurement, fulfillment, and supply chain operations.
Validate Before Posting
Apply business rules, required-field checks, duplicate detection, and exception handling before converted data reaches the ERP or trading partner.
Automate System Handoffs
Route approved transaction data into ERP, AP, procurement, order management, WMS, TMS, VANs, and accounting workflows automatically.
Improve Visibility
Track document status, transformation status, and exceptions across the full document-to-ERP process from a single dashboard.
Explore the full document automation suite
Non-EDI document automation is one part of a broader capability — all connected through Cleo Integration Cloud.
PDF-to-EDI Automation
Transform supplier PDFs into structured EDI transactions for trading partner and ERP workflows — without requiring EDI from partners.
Explore PDF-to-EDIPDF Digitalization
Automate PDF-based workflows with intelligent extraction and ERP-connected automation for invoices, purchase orders, and more.
Explore PDF DigitalizationInvoice Automation
Reduce manual AP processing and automate supplier invoice workflows with validation, exception handling, and ERP integration.
Explore Invoice AutomationPurchase Order Automation
Convert inbound purchase orders into structured workflows connected to ERP, WMS, TMS, and order management systems.
Explore PO AutomationFrequently Asked Questions
Everything you need to know about non-EDI document automation for trading partners.
What is non-EDI document automation?
What documents can be automated?
Does document automation replace EDI?
What systems does Cleo connect to?
How is Cleo different from standalone OCR tools?
Ready to automate document-heavy supplier workflows without requiring EDI?
Cleo helps organizations automate PDF and manual document workflows by combining intelligent extraction with integration orchestration across EDI, API, MFT, ERP, AP, WMS, TMS, and procurement systems.