How FastifyPDF Works
Streamline your order processing pipeline from email inbox to accounting system in four simple steps.
Step 1
Link Email Inbox
Connect your email directly to FastifyPDF. Customers send orders the way they always have—via email with PDF attachments. We automatically detect and capture incoming purchase orders.
- Automatic PDF detection.
- Orders arrive in your inbox and are instantly recognized and queued for processing.
- No system change for customers.
- Your customers send orders exactly as they do today—no new portals or logins required.
Step 2
Intelligent Matching
Our AI reads the entire PDF order and intelligently matches each line item to your pricelist. Fuzzy matching handles supplier codes, partial descriptions, and variations—achieving 99.8% accuracy.
- Fuzzy matching technology.
- Handles supplier codes, alternate descriptions, and product variations automatically.
- 100% accurate price matching.
- All items matched to your pricelist with precision—no manual lookups needed.
Step 3
Customer Approval Loop
Once your team approves the matched order, send it back to your customer for final confirmation. They receive an email with the processed order details and can approve with a single click.
- Instant verification.
- Customers confirm orders via email link without accessing new systems.
- Closed-loop tracking.
- Know exactly which orders have been confirmed and which are pending customer approval.
Step 4
Accounting Integration
Once the order is approved, automatically send it directly into your accounting system. Eliminate manual entry, reduce errors, and keep your financial records synchronized in real time.
- Seamless system sync.
- Direct integrations with leading accounting platforms automatically record approved orders.
- No manual data entry.
- Eliminate the risk of transcription errors—orders flow directly from FastifyPDF to your books.
Ready to Transform Your Order Processing?
Start your free trial today and see how FastifyPDF can save your team hours every day.