Role-based access
Admins control who can manage setup and who can review or edit purchase orders.
Security
Designed for controlled pilots with operational traceability
The first concern is not flashy automation. It is whether customer orders, credentials, and downstream data are handled carefully.
Encrypted admin-entered secrets
Integration credentials and API keys are treated as runtime secrets, not source code.
Audit trail and source evidence
Reviewers can see change history and source context behind extracted fields.
Documents outside source control
Customer POs, uploaded files, tokens, local databases, and runtime logs stay out of Git.
Single-tenant/local deployment option
Pilot deployments can be scoped to a controlled customer environment.
Controlled ERP rollout
Export-first implementation avoids silent automated write-back before the process is trusted.
Pilot
Talk through your security and deployment requirements.
Send a representative set of scrubbed purchase orders and see the workflow: extraction, exceptions, matching, and clean export.