How it works

From emailed PO to clean order data

Mountain Goat organizes the practical path your team already knows with visibility at every step.

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.

Quote

  • Build and price quotes
  • Send branded PDFs
  • One click to order

Purchase order

  • AI extraction
  • Customer part-number cross-reference
  • Duplicate & revision checks
Start here

Sales order

  • Auto-created from the PO
  • Price and qty checks
  • Ready to book

Invoice

  • Bill from sales orders
  • Payment tracking

Works with QuickBooks

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

At any step, operators can ask The Goat what needs review, what's ready, and why.

Capture POs from
Gmail logoOutlook logo

Choose your path

Start with purchase order automation, or run the full route from quote to invoice.

Explore the product

Operator review

Review extracted order data without losing sight of the source PO

Keep the customer document and structured fields together so operators can confirm exceptions quickly without bouncing between screens.

Mountain Goat PO Entry View showing the original customer PO beside extracted order fields, with an extraction summary and flagged fields to review.
The PO Entry View with scrubbed sample data. The source document stays beside the extracted fields, and flagged values wait for review.

Exceptions

The system flags the work that should not be booked blindly

Reviewers can correct the underlying order, resolve the exception, and keep moving.

Missing PO number
Low-confidence ship-to address
Unmatched customer part number
Possible duplicate PO
Revised PO (see what changed)
Price or line-total mismatch

Workflow

Stop rekeying the purchase orders your customers email

Mountain Goat gives the team a clear route from messy inbound POs to reviewed, structured order data.

1

Capture POs from the inbox

Connect Gmail or Outlook, or upload PO files directly. Operators work from one inbound queue.

2

Extract headers and line items

Pull out customer, PO number, dates, addresses, parts, quantities, prices, and totals.

3

Match, then review the exceptions

Match customers, items, and the original quote. Then route only the duplicates, missing fields, and mismatches that need a person.

4

Export clean order data

Send reviewed orders downstream through a native ERP integration or by CSV, ready for your ERP process.

Accuracy

Extraction you can verify

We measure extraction against human-verified golden answers using a built-in evaluation harness. Operator corrections feed back to improve results.

When the system is unsure about a field, it becomes a flagged exception for review, so nothing is booked silently. Source evidence sits beside every field.

Scored against human-verified golden answers
Operator corrections improve results
Low-confidence fields become exceptions
Source evidence beside every field

Get started

Ready to get started?

We'll show you how it works

  • No inbox or ERP connection required to start
  • Configured for your business
  • Your data never trains AI models
Take the 3-minute tour