Quote
- Build and price quotes
- Send branded PDFs
- One click to order
For manufacturers and distributors with customer-specific items and product mixes
Turn hours of order entry into minutes of review
Mountain Goat checks every line against your item master.
Mountain Goat captures the POs your customers already send, routes the exceptions that need judgment, and exports clean, reviewed orders. Optional quoting and an AI copilot are built in.
- Cross-reference every customer's part numbers to your item master automatically
- Match each PO back to the quote you sent
- Catch duplicates, revisions, and missing fields before they ship
- More focus on the exceptions, less rekeying
- Keep accepting the PO formats customers already send
- Ask The Goat what needs review and what's ready
From: purchasing@acme-components.com
Subject: PO 7742 rev B, please confirm
PO-7742-revB.pdfTeam, rev B attached. Line 3 qty changed from 90 to 140.
Part ACM-8841-R2, need it by Aug 12. Everything else same as rev A.
Received48
Needs Review12
Booked36
StatusCustomerPO #Exceptions
Needs ReviewAcme ComponentsPO-7742 rev BQty change
ReceivedNorthwind Manufacturing104912
BookedSummit Supply889120
What manual entry costs today
20 min
to manually enter and validate each PO
33 hrs
per 100 POs a month
1 missed revision
away from shipping the wrong parts
Modules
One clear route from quote to cash
Mountain Goat pulls emailed POs from Gmail and Outlook, turns them into clean orders, and hands them to your ERP or CRM.
Every module works on its own. Add the next one whenever you're ready.
Purchase order
- AI extraction
- Customer part-number cross-reference
- Duplicate & revision checks
Sales order
- Auto-created from the PO
- Price and qty checks
- Ready to book
Invoice
- Bill from sales orders
- Payment tracking
Works with
or book orders straight into your ERP or CRM
ERP Integration
- Clean, structured export
- No rekeying
Included with every module The Goat AI assistant Reporting Role-based access Custom fields
Choose your path
Start with purchase order automation, or run the full route from quote to invoice.
The difference
Morning with and without Mountain Goat
Same morning, same purchase orders.
purchasing@acme-components.com PO 7742 rev B, please confirm
j.ortiz@northwindmfg.com FW: FW: updated order, see attached
orders@northwindmfg.com Resending our PO 2026-0104
orders@summitsupply.com PO#88912.pdf
k.chen@vailtool.com RE: RE: RE: qty change line 3??
buyer@regionalfasteners.com New PO, revised ship-to attached
shipping@cascade-tooling.com Scanned order (3 pages)
no-reply@edi-portal.com You have 6 new documents
rfq@summitsupply.com PO attached, please acknowledge
+43 more unread
Good morning, Avery Chen
Inbox synced 3 min ago
Assigned to you · 4 open View all in PO Dashboard
Regional Fasteners Co.
4 lines, 3 matched automatically. Review 1 unmatched line and 2 open exceptions.
Northwind Manufacturing
3 lines, 1 matched automatically. Review 2 unmatched lines and 7 open exceptions.
Northwind Manufacturing
2 lines, 0 matched automatically. Review 2 unmatched lines and 6 open exceptions. Appears to be a duplicate of PO 2026-0104.
Cascade Tooling
6 lines, 0 matched automatically. Review 6 unmatched lines and 10 open exceptions.
POs received
312 ▲ 12 today
last 30 days
POs booked
287 ▲ 8 today
$1.24M booked
Open backlog
23 ▼ 4 this week
$457K open
What Mountain Goat does
Three simple jobs, one clear workflow
Mountain Goat works with or without the quote module. Start with PO intake, then add quoting when you're ready.
Order
Turn POs into clean orders
Emailed POs are automatically extracted, cross-referenced to your item master, and reviewed, with errors flagged before they're booked.
Quote
Send quotes from one place
Build, revise, and send customer quotes as clean PDFs.
Ask The Goat
An AI copilot for operators
Answers your questions fast and helps you configure Mountain Goat to your specific needs.
Side-by-side review
Compare the original PO with extracted order data in one review view
Keep the customer document and structured fields together so operators can confirm exceptions quickly without bouncing between screens.
Exception queue
Keep attention on the orders that need judgment
Missing fields, duplicate risks, revised POs, weak item matches, and POs that don't match the quote move into a clear queue, so the team works the highest-priority orders first.
Missing PO number
1 affected order waiting for review.
Low-confidence ship-to address
2 affected orders waiting for review.
Unmatched customer part number
3 affected orders waiting for review.
Possible duplicate PO
4 affected orders waiting for review.
Price or line-total mismatch
5 affected orders waiting for review.
Quote matching
Every PO checked against the quote you sent
When a customer's PO cites your quote, Mountain Goat links the two and compares them line by line. Tolerances are configurable, so rounding differences stay quiet and real changes get flagged.
Unit price differs from what you quoted
Quantity differs beyond your tolerance
Units of measure don't line up
A quoted line is missing from the PO (or an extra line appears)
The PO cites a quote that can't be found or a different customer
Ask The Goat
An AI copilot that can answer all your questions
Ask The Goat what needs review, what's ready to export, or why a PO is flagged. It answers in plain language from your own configuration.
Meet The GoatWhat's my next order to work?
MGPO-7742 from Acme Components. It has 4 open exceptions and the earliest ship date.
Give me my morning brief.
MG12 POs arrived overnight. 9 are clean. 3 need review: 2 unmatched parts and 1 possible duplicate.
Why is this PO flagged?
MGThe ship-to is low confidence and line 3 has no part cross-reference. The source snippet is attached.
Built for manufacturers and distributors
Keep accepting the PO formats your customers already send
Mountain Goat is built for B2B manufacturers and distributors processing emailed POs across many customer formats, from dozens a month to hundreds a day.
It improves the internal workflow without forcing every customer into a portal, template, or EDI.
See sales order automation for manufacturers →
It fits the systems you already run. Reviewed orders push natively to Oracle, NetSuite, SAP, and Epicor, or export in a clean, standard shape that loads into QuickBooks and more. See Integrations & Data →
Connects to 
Time is money
See what manual order entry is costing you
Manually entering and validating an emailed PO takes 20 minutes. Move the slider to your monthly volume and see the hours and dollars. Mountain Goat matches and extracts the routine work, so operators only review the exceptions.
Dollar figures use a $30/hr fully loaded rate. Actual savings depend on PO formats, data quality, and matching coverage.
300
At 300 POs a month, that is about $36,000 a year in retyping.
100 hrsof manual entry today
$3,000a month in manual entry
$36,000a year in manual entry
Minutesto review what's left
Now accepting design partners
Be one of our first design partners
We're working hands-on with a small group of teams to shape Mountain Goat around real order desks. Join us and help define what comes next.
Get in touch for access to a free demo. Initial setup plus your first 3 months is $5,000. Most teams are online in 3 days.
Built by people who sat at order desks inside regulated medical device manufacturers.
Learn about us Built on trusted infrastructure 
Get started
Ready to get started?
- No inbox or ERP connection required to start
- Configured for your business
- Your data never trains AI models