RFQ to estimate or sales order
Turn a customer’s quote request into an estimate, or create a sales order when the request is ready to move forward.
For inventory-heavy businesses on QuickBooks
Turn emails and documents into QuickBooks transactions.
Atelion automates the entry behind quoting, purchasing, sales, and receiving. Connect your inbox or upload a document. The platform reads the details, matches your items, and creates the QuickBooks transaction your team needs.
Book a demo
Connect the inbox your team already uses
Outlook
Gmail
Outlook
Gmail
Three founders.More than 30 years of combined QuickBooks experience.
One platform for the documents that move inventory.
Every workflow can start with an email, an attachment, or an uploaded document. Atelion turns the details into the right QuickBooks transaction.
Email or document to purchase order
Turn replenishment requests and purchasing instructions into purchase orders, with supplier, item, and quantity details carried into QuickBooks.
Email or document to sales order
Turn customer order emails and attached order documents into sales orders, without entering each line by hand.
Email or document to item receipt
Turn receiving emails, packing slips, and delivery documents into item receipts, so incoming stock is recorded in QuickBooks.
We’ll map the transaction types and workflow to your QuickBooks setup.
Your team shouldn’t be the connection between your inbox and QuickBooks.
Quote requests, customer orders, and receiving documents arrive throughout the day. Someone has to read each one, find the right items, and enter the same details into QuickBooks.
When descriptions don’t match your item names, the work slows down. Your team digs through records to figure out what a customer or supplier means.
Atelion handles the document entry, so your team can focus on the requests and exceptions that need their attention.
From incoming document to QuickBooks transaction.
Document to transactionWorkflow illustration
Explore the steps. This illustration doesn’t connect to QuickBooks.
- Step 1
Start where the work arrives.
Connect Outlook or Gmail, or upload a PDF or CSV. Atelion reads the email and document details your team would otherwise enter by hand.
- Step 2
Match against your QuickBooks items.
Atelion matches extracted line items to your QuickBooks catalog. For customer requests, sales history adds context when descriptions are unclear.
- Step 3
Handle the exceptions.
Review uncertain matches and correct details that need attention before they reach QuickBooks. Confidence scores help your team decide what to check.
- Step 4
Create the right transaction.
Atelion automatically turns the processed details into an estimate, sales order, purchase order, or item receipt, based on your workflow.
Context behind the match
The customer’s description
Your QuickBooks item list
What they ordered before
A suggestion for your team to review
See why an item was suggested.
A customer’s previous orders can help make sense of an unclear request. Atelion uses that sales history when assessing matches, giving your team more context than a product description alone.
You can review the confidence scores and override a suggestion before it reaches QuickBooks.
30+
years of combined QuickBooks and inventory experience
We know QuickBooks. We know inventory.
Each of Atelion’s three founders has spent more than a decade building inventory solutions for businesses that run on QuickBooks.
We understand how inventory and accounting fit together, from item records to the transactions behind every purchase and sale. That experience shapes Atelion, from reading incoming documents to creating the transactions your team works with.
Get help fitting it to your business.
Atelion combines the platform with implementation and customization support. We work with your team to connect your inboxes, map your documents and items, and set up the transactions that fit your operation.
Start with the workflow that takes the most manual entry. Add others as you need them.
Book a demo
Bring a real email or document.
Choose something your team enters into QuickBooks by hand: a quote request, customer order, purchasing request, or receiving document. We’ll walk through how Atelion can turn it into the transaction you need.
Or email hello@atelion.com