SideQuest Automation is an AI-powered order processing platform built for wholesale distributors and manufacturers using QuickBooks Online. It eliminates manual data entry by automatically reading purchase orders from Gmail, extracting order details from PDFs, scanned documents, Excel files, and handwritten POs, then matching items to your QuickBooks catalog to create draft Estimates in seconds.
Using advanced AI and intelligent SKU matching, SideQuest identifies customer part numbers, validates quantities and pricing, flags discrepancies, and continuously improves accuracy through user feedback. Teams can review suggested matches before approving or enable automated workflows for trusted customers.
Beyond purchase order automation, SideQuest helps streamline operations across sales and finance. The platform generates customer email drafts, assists with order confirmations, organizes open invoices, drafts collection emails, and helps reduce administrative work for inside sales and customer service teams.
SideQuest also provides operational insights through dashboards that track processing volume, time saved, customer activity, pricing inconsistencies, and catalog health. Businesses can identify duplicate products, pricing anomalies, stale inventory, at-risk customers, and opportunities to improve margins.
**Key Features**
* AI-powered purchase order processing
* Gmail integration for automatic PO retrieval
* Supports PDF, scanned, handwritten, and Excel purchase orders
* Intelligent SKU and customer part number matching
* QuickBooks Online Estimate creation
* Pricing and quantity validation
* Human review or automated approval workflows
* AI-generated customer communication drafts
* Accounts receivable follow-up assistance
* Open invoice organization and collection email drafting
* Operational dashboards and reporting
* Customer health and activity monitoring
* Product catalog cleanup and pricing intelligence
* Learns from corrections to improve matching accuracy over time
By automating repetitive order entry and back-office workflows, SideQuest enables distributors to process orders faster, reduce manual errors, improve customer response times, and increase productivity without adding headcount. The platform is designed specifically for B2B distributors, manufacturers, and industrial suppliers looking to modernize order processing while keeping their existing QuickBooks workflow.
