Inbox / upload ingestion
Bring in Gmail, Outlook, or uploaded PO files without changing the customer's process.
Product
Streamlined for operators
Mountain Goat turns the purchase orders your customers email into clean, reviewed order data, checks them against the quotes you sent, and gives your team straight answers along the way.
Only pay for the modules you need.
Order: the core
Automatically turn emailed POs into clean order data
See sales order automation for manufacturers and Mountain Goat with QuickBooks.
Capture it
See this screen in the tour →Extracted headers & lines
Capture customer, PO number, dates, addresses, parts, quantities, prices, and totals.
Shared PO Dashboard
Track received, review, booked, and rejected orders from one operational view.
Check it
See this screen in the tour →Accuracy checks
Every extracted field is checked, and anything uncertain becomes an exception for a person to answer. Nothing is booked silently.
Customer / item matching
Match each customer's part numbers to your item master through cross-references.
Duplicate detection
Catch likely duplicate POs before they are booked twice.
Revision handling
When a customer sends a revised PO, link it to the original and see what changed in price, quantity, dates, and lines.
Book it
See this screen in the tour →Exceptions Queue & Open Next
Route missing fields, low-confidence values, duplicates, and mismatches, then jump to the next actionable order.
Editable PO review
Let operators correct fields before downstream export.
Source evidence & audit trail
Show the snippet behind important values and keep a record of review actions.
Capture from your inbox, send to your ERP 
Side-by-side review
Review the original PO and extracted fields side by side
Easy review without bouncing between screens
Quote: optional module
Send quotes and match the PO back to them
Build & send quotes
Create a quote and send it as a clean PDF from the same system you process orders in.
Revisions, tracked
Revise a quote without losing the original (Rev A, B, C…) and keep the history.
PO-to-quote match
When the PO comes back, flag price, quantity, UOM, and line differences against the quote.
Salespeople & status
Assign a salesperson and reply-to, and track each quote from draft to accepted.
Product preview
Built around the screens operations teams actually live in
Home
- Assigned to you
- 8 POs
- Needs review
- 3
- Quotes awaiting reply
- 5
- Inbox synced
- 12m ago
See what's assigned to you, what needs review, and what's ready the moment you log in.
PO Detail Review
- Customer
- Acme Components
- PO Number
- PO-7742
- Ship To
- Needs confirmation
- Total
- USD 18,420.00
Edit extracted fields, review line items, and keep source context close to the order.
Customer / Item Match
- Customer part
- ACM-8841-R2
- Internal part
- MG-2048-B
- Status
- Exact cross-reference
Turn customer-specific ordering habits into reusable matching data.
Item master & cross-references
Speak every customer's part numbers
Customers order with their part numbers. Mountain Goat matches each line to your item master through customer part cross-references, so operators stop looking up internal part numbers by hand.
Unmatched parts become exceptions. Create a cross-reference or item straight from a PO line, and the next order matches on its own.
- Customer part
- ACM-8841-R2
- Internal part
- MG-2048-B
- Match
- Exact cross-reference
- ACM-9920
- Unmatched, needs review
Analytics & reporting
See how the order desk is running
Track throughput, days-to-book, exception reasons, and top customers. Filter by date and export any view to CSV.
POs processed1,284
Avg days to book1.3
Exception rate9%
Booked this month
Top customers by value
The whole order desk
Configure it to how your team works
Automatic PO assignment
Route each incoming PO to the right owner automatically, by customer, sales territory, or criteria you define. A default assignee catches everything else.
Promise & ship dates
Compute promise dates from lead-time rules and working-day business calendars.
Custom fields with formulas
Add your own fields across orders, quotes, and master data, no code required.
Role-based access
Admin, edit, and view-only roles control who manages setup and who can review or edit orders.
Ask The Goat
An AI copilot that answers operators
Ask a question in plain language. The Goat searches your live data and answers, grounded in your POs, exceptions, and source evidence.
How do I auto-assign customer POs?
MGSet an assignment rule: route each incoming PO to the right owner by customer, sales territory, or criteria you define.
Plain-language answers
Ask what's next, why a PO is flagged, or whether an order is ready to export.
Grounded in your data
Every answer comes from your live POs, exceptions, and source evidence.
Read-only by design
It never edits, sends, deletes, changes setup, or reveals secrets.
Faster ramp
New reps get answers without weeks of shadowing a senior operator.
Get started
See the workflow with your own PO examples
- No inbox or ERP connection required to start
- Configured for your business
- Your data never trains AI models