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AI FOR LOGISTICS

Keep information moving
as fast as your cargo.

AI agents that turn orders, packing lists and emails into clean records, draft quotes, check every delivery is billed and keep certificates and permits from expiring. Built around your warehouse system, Xero and WhatsApp.

Book a free audit See the agents

Your tools. Your rules. Your team approves.

GmailSearch mail
DO-1045: delivery Friday 2pmInbox
C

Customer to ops

Attached DO-1045, three lines of machine parts. Deliver Friday 2pm.

Draft · prepared by Rizeon AI

Order created for Friday 14:00. I’ve sent you the job number.

Send
Job 24-0871 · DO-1045From PDF packing list
  • Customer matchedAccount 0142
  • 3 lines enteredParts A, B, C
  • Delivery slotFri 14:00
Order readyEntered in the warehouse system
View order

THE WORK BETWEEN THE WORK

Your team has better
things to do.

Orders arrive in every format.

Emails, spreadsheets, PDFs and photos of paperwork. Someone retypes each one into the system, and mistakes travel down the line.

Deliveries slip past billing.

Partial orders, duplicates and jobs that were delivered but never invoiced. Revenue leaks quietly when nobody can trace order to invoice.

Specialist work waits on one person.

Drawings, quotes and safety documents depend on the few people who know how. Everything else queues behind them.

THE AGENTS

One less thing
to chase.

Each agent takes care of one part of the work. Start where your team needs the most help, then add the next.

01 / Order & document entry

Orders in any format, entered once and correctly.

Reads orders, delivery orders and packing lists from email, PDF or photo and enters them in your system.

  • Excel, PDF and photo capture
  • Checks against the customer and job number
  • Exceptions go to a person
GmailSearch mail
DO-1045: delivery Friday 2pmInbox
C

Customer to ops

Attached DO-1045, three lines of machine parts. Deliver Friday 2pm.

Draft · prepared by Rizeon AI

Order created for Friday 14:00. I’ve sent you the job number.

Send
Job 24-0871 · DO-1045From PDF packing list
  • Customer matchedAccount 0142
  • 3 lines enteredParts A, B, C
  • Delivery slotFri 14:00
Order readyEntered in the warehouse system
View order

02 / Order-to-billing checks

Every delivery traced to an invoice.

Matches orders, deliveries, supplier invoices and customer invoices so nothing goes unbilled.

  • Unbilled deliveries
  • Partial orders and duplicates
  • Xero matching and summary reports
billing

Rizeon AIAPP

Job 24-0871 delivered 2 of 3 lines. Line C is outstanding.

F

Finance

Hold the invoice until line C ships.

Message #billing
Order to billing · Job 24-0871Matched against Xero
  • Lines A and B deliveredSigned DO
  • Line CNot delivered
  • Invoice draftOn hold
Partial deliveryReview before invoicing
Review

03 / Quote desk

Quotes out the same day, on your template.

Drafts quotations from your templates, pricing and images, and tracks which were won or lost.

  • Template-based quotes
  • Pending PO reminders
  • Win and loss tracking
GmailSearch mail
Quote request: 40 pallets, 3 monthsInbox
C

Customer to ops

Can you quote storage for 40 pallets for three months?

Draft · prepared by Rizeon AI

Drafted from your rate card. Sending it for approval now.

Send
Quote Q-221040 pallets · 3 months
  • Rate card appliedStandard
  • Handling and transportAdded
  • Manager approvalPending
Quote ready to sendFollow-up set for 3 days
Approve quote

04 / Drawing assistant

From a plain description to a draft layout.

Drafts warehouse layouts and lifting plans from plain instructions for your engineer to refine.

  • Dimensions, racks and forklifts described in words
  • CAD-style draft to review
  • Engineer makes the final call
engineering
E

Engineer

30m × 18m bay, 6 racks along the north wall, forklift access from the east door.

Rizeon AIAPP

Draft layout ready, with forklift turning space marked.

Message #engineering
Layout draft · Bay 3CAD-style draft
  • Dimensions30 × 18 m
  • Rack positions6 racks
  • Engineer checkPending
Draft ready to refineThe engineer makes the final call
Open draft

05 / Compliance tracker

No certificate or permit expires unnoticed.

Watches certificate, permit and road-tax expiry dates and the SOPs and safety documents behind each job.

  • ISO and permit expiry alerts
  • Risk assessment and SOP drafts
  • Document status per project
Compliance registerNext 60 days
  • ISO 9001 certificateValid
  • Forklift licence · Truck 721 days
  • Road tax · Lorry 3Overdue
1 item overdueRoad tax · Lorry 3
Review

A WORKFLOW, AS WE BUILD IT

Quote requests answered the same day.

A request lands in Outlook. The agent prices it from your rate card, drafts the quote on your template and chases the customer for a PO if they go quiet.

Logistics/Sales/Quote deskEditorExecutionsTest workflow
Quote requestOutlook
Read the jobPallets, dates, route
Apply rate cardExcel
Manager signs offOver $5k
Send quoteOutlook
Chase the POAfter 3 days

HOW WE START

You know your business.
We’ll handle the build.

01 /

Show us the bottleneck.

We look at how the work happens today: who does it, where it gets stuck and what still needs a person’s judgement.

02 /

Build around your team.

We connect your existing tools, agree the rules and test real scenarios together before anything goes live.

03 /

Keep it working.

We train your team, document the setup and refine it as your workload changes. Start with one agent, then add the next.

WORKS WITH WHAT YOU ALREADY USE

XeroWarehouse management systemExcelWhatsAppGmailOutlookAutoCADGoogle DriveHR software

YOU STAY IN CONTROL

Agents prepare.
People decide.

People handle the exceptions.

Agents do the routine entry and checking. Anything that doesn’t match, or needs judgement, goes to the right person with the context attached.

Built around your job number.

We design around how your operation is actually organised, whether that is by job, project, customer or shipment.

No new system to learn.

We connect the warehouse system, accounting and messaging you already use, so your team keeps working the way they do now.

DNKH LOGISTICS

CAD drawings and order-to-billing for a specialist logistics company.

Drawing automation for warehouse layouts and lifting plans, and order-to-invoice matching against Xero.

See the work

THE HOURS-BACK GUARANTEE

We put the hours in writing.

Your plan states how many hours a week we’ll give your team back. If we miss them within 60 days of going live, we keep working at no charge until we hit them. If we still can’t by day 90, we refund half your build fee, and you keep everything we built.

BEFORE WE TALK

Fair questions.
Straight answers.

Start with a conversation

Show us what
keeps getting stuck.

No presentation needed. Tell us where your team is losing time. We’ll tell you straight whether we can help.

Book a free audit 30 minutes. Straight answers. No pressure.