New collaboration eliminates manual data entry by converting unstructured logistics communications into structured data that integrates directly with enterprise systems.
Cleo and Everest AI have partnered to pitch ‘unique capabilities’ to meet customer needs by converting unstructured communications (emails, PDFs, spreadsheets and other documents) into structured data that flows directly into TMS, ERP, CRM and other enterprise systems of record.
Coordinating such flows is foundational for making today’s AI-driven supply chain orchestration solutions effective, a capability Cleo is championing.
Everest AI’s intelligent automation platform processes high volumes of repetitive communications – including quotes, bookings, orders and tracking updates – and feeds them into Cleo’s integration ecosystem. The result: reduced manual input, faster operations and happier logistics teams.
“We’ve never met someone who said they love data entry,” said Dan Tram, CEO and Founder, Everest AI. “Our partnership with Cleo brings automation to where it’s needed most – the emails and documents piling up in inboxes – and helps logistics teams get back to work they actually enjoy.”
While many logistics teams still rely on email, spreadsheets and PDFs – especially from non-EDI partners – Everest AI’s platform can extract and process that information in real time, dramatically improving efficiency. Highlights of the partnership include:
• Self-service mapping for new document types and trading partners
• Fully automated quoting, booking, order entry and tracking workflows (e.g., automated extraction from booking confirmation emails into TMS)
• Real-time data flow from unstructured documents to enterprise systems
• Enhanced operational efficiency and reduced costs for joint customers
“Partnering with Everest AI extends Cleo’s ability to offer our customers more choices to unify every intersection of their supply chain,” said Mahesh Rajasekharan, President and CEO, Cleo. “Handling unstructured data from non-EDI partners has long been a challenge for many logistics companies. Together, we’re resolving this through supply chain orchestration – transforming outdated, manual processes into seamless, automated workflows- and helping our joint customers achieve new levels of speed, accuracy and agility in their logistics operations.”
Together, Everest AI and Cleo say they are redefining what’s possible with logistics automation. Cleo’s structured system-to-system capabilities, paired with Everest AI’s document intelligence, open up new opportunities for supply chain digitalization – especially for teams still bogged down by manual processes.
Everest AI’s solution complements Cleo’s capabilities across B2B/EDI, API, ERP and cloud integrations by giving customers another option for creating value from unstructured data. This partnership helps logistics providers achieve the holy grail of automation – turning every piece of information, regardless of format, into actionable, system-ready data.
“We value Cleo’s commitment to innovation and partner support,” said Tram. “Their platform and team enable us to jointly deliver high-impact automation to customers at scale. As we grow together, we’re excited to bring even more automation and insight to an industry ready for change.”
