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AIS Business Corp | SAP B1 Automation | Vertical Process Flows | Intelligent OCR
AI-Powered Intelligent Automation

SAP Business One Automation Solutions for Sales, Documents, Finance & Enterprise Workflows

Automate Enquiry or lead master creation from PDF, WhatsApp, Email and B2B Portals into SAP Business One

Convert customer enquiries into SAP Business One leads, enquiries, sales quotations, and sales orders automatically using OCR and intelligent document automation.

AIS Business Corp helps businesses eliminate manual data entry by capturing enquiries from PDF documents, reading WhatsApp messages, reading emails, receiving website forms, and B2B portals. Our OCR automation engine extracts key information, validates the data through a web portal, and posts it directly into SAP Business One after approval. Easy is it?

Business Challenge & Our Automation Solution

Sales teams often receive enquiries in multiple formats โ€” manually reading and entering data into SAP Business One takes time, delays response, and increases errors.
AIS Business Corp uses OCR, AI-assisted extraction, and workflow automation to process incoming enquiries and create ERP transactions automatically.

Enquiries Received In These Formats

PDF files
Customer emails
WhatsApp messages
RFQ documents
Excel sheets
Website forms
B2B marketplaces
Customer portals

We automated Transactions just a second in SAP B1

Lead Master
Sales Opportunity
Enquiry
Sales Quotation
Sales Order
Business Partner Creation
Approval Workflow
Document Generation

Intelligent Process Flow (Step-by-Step)

Customer Enquiry Received
OCR Data Extraction
Data Validation in Web Portal
User Review and Confirmation
Lead Master / Enquiry Creation in SAP B1

โœ” Fully automated end-to-end with audit trail

Key Features

OCR-based extraction
AI-assisted recognition
Web validation portal
Duplicate detection
Auto document creation
Audit trail

SolidWorks & Engineering Drawing Integration

Automate Item Master and BOM Creation from SolidWorks

Integrate SolidWorks and other CAD applications with SAP Business One to eliminate manual BOM entry and ensure accurate engineering-ERP sync.

SolidWorks / CAD Design
Drawing Management Portal
Design Approval Workflow
Item Master Creation in SAP B1
BOM Creation & Production Planning
SolidWorks integration
Multi-level BOM generation
Revision control
Engineering approval workflow

OCR-Based Document Automation

Automate Sales Orders, Vendor Invoices, Bank Receipts & Packing Lists

๐Ÿ“„ Sales Orders๐Ÿงพ Vendor Invoices๐Ÿฆ Bank Receipts๐Ÿ“ฆ Packing Lists
PDF / Email / Scanned Document
OCR Data Extraction
Validation Portal
User Confirmation & Upload to SAP B1
Transaction & Document Creation
Sales Order
A/P Invoice
Incoming Payment
Delivery Documents

Incoming & Outgoing Email Integration

Connect Outlook, 365, Gmail, SMTP โ€” full email thread history inside SAP B1

Auto email generation
Capture incoming replies
Thread by subject
Outlook/Office 365
SAP B1 Document Created
Automatic Email Generation
Customer Reply Received
Linked to Same Subject Thread
Complete History in SAP B1

Why Automate SAP Business One?

Reduce manual effort
Minimize errors
Accelerate processing
Improve ERP adoption

Supported Automation Technologies

OCRAI & MLRPAPython Workflows API IntegrationsMobile AppsWeb Portals

Global SAP Business One Automation Delivery Network

Middle EastAsiaEuropeAfrica USAIndiaGermanyUK AustraliaSingaporeDubaiQatar FranceNetherlandsSwitzerlandSouth Africa

Frequently Asked Questions

SAP B1 Automation | OCR | SolidWorks | Email Integration

What is SAP Business One automation?

Automation converts customer enquiries, documents, emails, PDFs into ERP transactions like leads, quotations, sales orders automatically.

Can PDF documents automatically create transactions in SAP B1?

Yes. OCR extracts data from PDFs and creates Sales Orders, A/P Invoices, Payments, and logistics documents.

Can WhatsApp enquiries become SAP B1 leads?

Yes. WhatsApp messages are captured, validated, and auto-converted into Lead Masters or Opportunities.

Can SolidWorks integrate with SAP Business One?

Yes. SolidWorks integration auto-creates Item Masters, multi-level BOMs, engineering approvals, and MRP data.

Does SAP Business One support email integration?

Yes. Outlook/365/Gmail integration automates quotations, invoices, reminders, and keeps full email history.

What technologies are used?

OCR, AI/ML, RPA, Python workflows, APIs, web portals, mobile apps, approval workflows, and AI copilots.
AIS Business Corp ยท SAP B1 Automation | OCR | SolidWorks | Email Intelligence