Automation studio for B2B companies
Quotes in minutes. Data entry, gone.
Swepety builds custom automations for B2B companies. AI reads the quote requests, orders and documents your work arrives in — and hands your team clean results to approve.
Free 30-minute call · No commitment · Bring your slowest process.
Alpine Goods Co.
Back-office automations
| Customer | Status | Source | Work |
|---|---|---|---|
NO Nordic Outfitters RFQ-4821.pdf· just arrived | Extracting | Quote | |
HP Harbor & Pine Quote · 12 items | Ready | Quote | |
CV Casa Verde Home Invoices · 8 files | Ready | Excel | Invoices |
BB Bloom Beauty Co. Data entry · 36 rows | Done | Data entry | |
MP Mesa Provisions Order · 15 lines | Needs review | Text | Order |
The problem
Every quote, built by hand.
Someone opens the request, digs through catalogs and price lists, builds the quote line by line — and still double-checks, because a wrong number burns margin.
One 10-line B2B quote
where the time goes · illustrative
Hours per quote
The same read-search-copy-paste ritual, every single request.
Slow quotes lose deals
While you're building it, a faster competitor is already in the buyer's inbox.
No two requests alike
Every customer's Excel, PDF and email names your products differently.
How it works
Messy process in. Clean output out.
Six steps — and nothing touches your systems before you approve it.
Map
We map your process end to end and spot what a machine can take over.
Build
We build the automation around your tools — email, sheets, CRM, ERP.
Test
It runs on your real documents, side by side with the manual way.
Approve
Uncertain lines are flagged with their closest candidates.
Run
It runs day in, day out. You watch a clean queue, not the inbox.
Improve
New formats, new rules — we tune it as your process grows.
What we automate
The work we take off your team’s plate.
If it arrives as a document and leaves as data, we can automate it. Most teams start with one — then keep going.
Quotation automation
Request in, quote out: items, tiers, discounts and a clean PDF — ready to send.
Data entry
Emails, PDFs, scans and spreadsheets keyed into your systems — no re-typing.
Order & invoice intake
Customer orders and supplier invoices read, checked and entered for you.
CRM & ERP updates
Leads, customers and deals kept current without the copy-paste.
Email triage & routing
Invoices to finance, requests to sales, noise to nowhere.
Reports & dashboards
Weekly numbers pulled from everywhere into one place, on schedule.
Inside Swepety
The customer’s words, your exact prices.
What “Blue Hoodie Large — 12” actually is, what’s uncertain, and what lands in the quote. Click through.
Nordic Outfitters · RFQ #4821
RFQ-4821.pdf · 5 items
| Customer asked | Catalog item | Qty | Confidence |
|---|---|---|---|
| Cloud tee S — 24 pcs | Cloud Tee / White / S CT-WHT-S · $20/pc | 24 | exact SKU |
| Blue hoodie large, 12 | Hoodie / Navy / L HD-NVY-L · $80/pc | 12 | 92% match |
| grey beanie ×36 | Beanie / Heather BN-HTG · $15/pc | 36 | buyer wrote “grey” |
| insulated bottle 24 | — pick a variant — | 24 | no match |
| Tote XL · 10 | Canvas Tote / XL CTOT-XL · $25/pc | 10 | exact SKU |
Every uncertain line is flagged — nothing is priced or sent silently
Why Swepety
Built for the way B2B work actually arrives.
Not a portal your customers must join, not a new system to install — just the gap between their documents and your systems.
Your customers change nothing
Requests keep arriving by email, PDF and spreadsheet exactly as today. You change your side of the workflow, not theirs.
Flagged, never guessed
Unknown SKUs and ambiguous lines wait for a human. Nothing is ever applied or sent silently.
Learns each customer
Confirm a mapping once — the next request from that customer resolves itself.
FAQ
Straight answers.
What does Swepety do?
We build and run custom automations for B2B companies — quotation generation, data entry, order and invoice intake, CRM updates. You keep approving the output; the re-typing disappears.
Do I need to install software?
No. We build the automations around the tools you already use — email, spreadsheets, your CRM, your store or ERP. Your team and your customers change nothing about how they send work in.
What happens when something is ambiguous?
It's flagged with its closest candidates and waits for you. Nothing is ever matched, sent or written silently — a human approves every uncertain line.
Which formats can the automations read?
Email bodies, PDFs, Excel and CSV files, scans and screenshots, and text pasted directly in. If your work arrives in it, we can usually read it.
How long does it take to build an automation?
We scope on a discovery call, then run a pilot on your real documents — most first automations go live within days, not months. You see it work side by side with the manual way before it takes over.
How do we get started?
Book a free discovery call and bring your slowest process — a quote you built by hand, a spreadsheet you re-key, an inbox full of orders. We'll show you what it looks like automated.
Send us your slowest process.
We’ll show you what it looks like automated — your documents, your tools, your numbers.