PDF Digitalization

PDF Digitalization for ERP-Connected Workflows

Transform PDF-based business documents with intelligent extraction and automated routing into ERP, AP, procurement, and supply chain systems — eliminating manual rekeying across every document workflow.

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Intelligent PDF extraction

Any document type supported

ERP-connected delivery

What is it?

PDF digitalization that turns static documents into ERP-connected workflow data

Cleo PDF Digitalization helps businesses extract structured data from PDF invoices, purchase orders, receipts, and other business documents and route it automatically into ERP, AP, procurement, and supply chain systems. Open ECX adds intelligent document extraction while Cleo orchestrates workflow, integration, visibility, and exception handling. The result: digital workflows for every PDF-based process — without manual rekeying.

See It in Action

Watch how PDF digitization turns documents into connected workflow data

See how Cleo helps transform static PDF documents into structured data that can be validated, routed, and delivered into ERP-connected workflows.

Capture PDFs and recurring business documents

Extract, structure, and validate business data

Route clean data into ERP and downstream systems

How It Works

Turn static PDFs into structured, routable business data

PDF digitalization helps organizations eliminate manual data entry across every document type — connecting extracted data directly to the systems and workflows that run the business.

Ingest PDF Documents

Capture PDFs, scanned images, and digital documents from any source — email, portal, file drop, or partner transmission — across any document type.

Extract & Structure Data

Intelligently extract fields, line items, amounts, and references from each document — then map and validate against business rules before routing downstream.

Route to ERP & Systems

Deliver structured data into ERP, AP, procurement, WMS, TMS, or custom workflows automatically — with full visibility and exception handling built in.

Document Types

PDF digitalization for every document workflow

From invoices and purchase orders to shipping documents and remittances — Cleo PDF digitalization handles any recurring PDF workflow and connects extracted data to your systems automatically.

Document Type	Cleo-Enabled Workflow Creates
PDF invoice	Structured invoice data for AP, ERP, or EDI processing — with PO matching and exception routing.
PDF purchase order	Structured order data for ERP, WMS, or order management — routed directly into fulfillment workflows.
Shipping or delivery document	Extracted shipment data for WMS, TMS, and receiving workflows — connected to ASN and inventory systems.
Remittance or payment document	Structured remittance data for AR and accounting reconciliation — matched against open invoices automatically.

Why Cleo

Why Cleo instead of a standalone PDF extraction tool?

A standalone extraction tool digitizes a PDF. Cleo connects that digitized data to the ERP, AP, and trading partner workflows that run your business — with full visibility and exception management at every step.

ERP Integration

Connect digitalized document data directly to ERP, AP, and supply chain systems — not just export it to a spreadsheet for re-entry.

Explore integration capabilities

Any Document Type

Handle invoices, POs, shipping docs, remittances, and any recurring PDF business document — from a single platform with consistent workflows.

Explore document automation

Operational Visibility

Track extraction status, validation results, and workflow exceptions across every document type — from receipt through ERP posting.

Explore visibility capabilities

ERP-Connected Digitalization

PDF digitalization becomes more valuable when it connects to your ERP

Extracting data from a PDF is only the first step. Cleo turns digitalized document data into ERP-connected workflows, so validated data moves into the finance, procurement, fulfillment, and supply chain systems that run the business — automatically.

SAPOracleNetSuiteMicrosoft DynamicsInforJD EdwardsEpicor+ more

PDF Ingestion

Invoice, PO, shipping, remittance

Input

↓

Extract & Structure Data

Fields, line items, amounts, references

Extract

↓

Validate & Route

Business rules, exception handling

Validate

↓

Deliver to ERP / AP / WMS

SAP, Oracle, NetSuite, Dynamics & more

Deliver

Validate Before Posting

Apply business rules, required-field checks, and duplicate detection before digitalized data reaches the ERP or downstream system.

Eliminate Manual Rekeying

Stop re-entering PDF data into ERP, AP, and supply chain systems. Extracted and validated data flows directly into workflows automatically.

Full Workflow Visibility

Track document status, extraction quality, and workflow exceptions across every PDF type and every downstream system from one dashboard.

Explore the full document automation suite

PDF digitalization is one part of a broader document automation capability — all connected through Cleo Integration Cloud.

Document Automation

Non-EDI Document Automation

Automate PDFs, invoices, purchase orders, and other manual supplier documents and connect validated data into ERP and supply chain workflows.

Explore Document Automation

PDF Intelligence

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-EDI

AP Automation

Invoice Automation

Reduce manual AP processing and automate supplier invoice workflows with validation, exception handling, and ERP integration.

Explore Invoice Automation

Order Management

Purchase Order Automation

Convert inbound purchase orders into structured workflows connected to ERP, WMS, TMS, and order management systems.

Explore PO Automation

FAQ

Frequently Asked Questions

Everything you need to know about PDF digitalization and ERP-connected document workflows.

What is PDF digitalization?

PDF digitalization is the process of automatically extracting structured data from PDF business documents — invoices, purchase orders, shipping docs, remittances — and converting it into formats that can be processed by ERP, AP, and supply chain systems without manual data entry.

What types of PDF documents can be digitalized?

Any recurring PDF business document — including invoices, purchase orders, advance ship notices, remittance advice, delivery receipts, contracts, and others. Cleo handles both structured PDFs and image-based or scanned documents.

How is PDF digitalization different from OCR?

OCR converts document images to readable text. PDF digitalization goes further: it identifies and extracts specific business fields, validates the data against business rules, maps it to target system formats, and routes it into ERP and workflow systems automatically — rather than producing raw text for manual review.

What ERP and AP systems does Cleo connect to?

Cleo connects digitalized document data to major ERP and AP systems including SAP, Oracle, NetSuite, Microsoft Dynamics, Infor, JD Edwards, and Epicor — as well as WMS, TMS, and procurement platforms.

How does Cleo handle documents with errors or missing data?

Documents that fail validation — due to missing required fields, unrecognized formats, or data quality issues — are automatically routed to exception queues for human review before posting. Clean documents process automatically without interruption.

Ready to eliminate manual data entry from your PDF-based document workflows?

Cleo helps organizations digitalize PDFs and connect extracted data to ERP, AP, procurement, and supply chain systems — automatically, with full visibility and exception management at every step.

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