From quote to paid, faster
Part of the Finance module. Run the whole order-to-cash flow: quotes, orders, deliveries and invoices.
Quotes & orders
Turn quotes into orders with a single click.
Order-to-cash
Deliveries and invoices flow from the same order.
Customer pricing
Set price lists and discounts per customer group.
Sales in three modes
Pick the mode per task. Every automation starts manual.
- Manual
You work, relyd keeps order
Quotations, orders and invoices in one flow, across all your sales channels.
- Assisted
relyd proposes, you decide
The AI Steward checks new orders for plausibility before they reach the warehouse and proposes a release or a hold with a reason.
- Autonomous
relyd acts, you keep the overview
Once an order is fully paid, the AI Steward releases it to the warehouse. Prepayment, credit limit and holds are checked again.
What the AI Steward takes on for you
Order review
Checks new orders for plausibility before they reach the warehouse: release, hold with a reason, or a note.
Payment received
Releases fully paid orders to the warehouse after checking prepayment, credit limit and holds again.
Credit limit exceeded
Holds new orders above the customer's credit limit and notes whether a release looks justified.
Check address difference
Another delivery country or postcode than on the invoice? Held only when the pattern suggests fraud.
Quotation accepted
Accepted quotations without an invoice get a task to create the invoice or down-payment invoice.
Approve small return
Approves recent returns below your amount and age limit. Refunds stay with your team.
Examples from more than 180 AI Steward recipes
You stay in control
Guardrails
Limits per action and per day and its own role with only the rights you grant.
Approval
You decide which steps need a sign-off.
Audit trail
Every action is recorded with its reason.
Privacy
Personal data reaches the AI pseudonymised by default.
See it with your own data
Start free and switch on the first recipes whenever you are ready.