Case Study
UniPro Foodservice×Nanonets

From manual order confirmation review
to 93% touchless, across 400+ suppliers

UniPro Foodservice coordinated order confirmations across 400+ trading partners sending documents in different formats — a workflow that broke every time layouts or contracts changed. A Nanonets agent reads plain-English business rules, extracts from any format, and reconciles against Dynamics 365 — 93% fully touchless.

93% Touchless10,000 hrs/yr Saved15× Faster TurnaroundDynamics 365 Native
About the customerUniPro Foodservice

UniPro Foodservice is one of the largest foodservice distribution cooperatives in North America, coordinating procurement and order management across hundreds of independent distributor members. Their supplier network spans 400+ trading partners, each sending order confirmations in different formats and layouts.

400+
Trading partners
Foodservice
Distribution
Dynamics 365
ERP
93%
Touchless rate

The Problem

UniPro's procurement team received order confirmations from 400+ suppliers — each in a different format, layout, or schema. Rules around pricing tolerances, substitution policies, and shipping terms varied by contract. Any change to a supplier's format or contract broke existing automation and required manual rework.

  • 400+ different supplier formats — no single template could handle the variety of document layouts.
  • Contract rule changes broke automation — pricing tolerances, substitutions, and shipping terms varied per supplier.
  • Manual reconciliation against Dynamics 365 SO records for every confirmation received.
Email
Confirmation arrives
Manual
Parse document
Manual
Check rules
Dynamics 365
Lookup PO
Manual
Reconcile lines
Dynamics 365
Update SO
Manual process repeated per supplier confirmation
400+
Supplier formats
10K hrs
Saved annually
Stack
Outlook
Dynamics 365
Manual Review

Nanonets reads our business rules in plain English and applies them to every supplier confirmation — regardless of format. We went from manual review for every document to 93% fully touchless.

Procurement Operations
UniPro Foodservice
UniPro Foodservice

The solution

One rules-aware agent. Any format, reconciled against Dynamics 365.

Nanonets replaced the manual confirmation loop with one agentic pipeline. The agent reads plain-English business rules, extracts from any supplier format, matches against Dynamics 365 purchase orders, validates pricing tolerances and substitutions, and posts confirmed orders — with 93% requiring zero human intervention.

Supplier Confirmation
Agent Reads Rules
Extract & Match
Validate Order
Finalize in Dynamics

Pipeline overview

Member
Member PO submitted
Purchase order placed
Outlook
Supplier sends confirmation
PDF, email, spreadsheet — any format
Nanonets
Agent reads plain-English rules
Loads supplier-specific operating procedures
Nanonets
Extract & match
All 400+ formats handled, no templates
Nanonets
Apply business rules
Pricing, substitutions, shipping validated
Dynamics 365
Order finalized
SO updated · member notified
93% Touchless
Zero human intervention
Nanonets
Escalate to human
Rule fails — exception flagged
7% exceptions
Resolution learned
93% touchless · 10,000 hrs/yr reclaimed · 15x faster · 400+ trading partners

Impact

93%
touchless processing
Order confirmations automated
10K
hours/year saved
Across the team
15×
faster turnaround
Order confirmation processing
400+
trading partners
All formats handled
Metric
Before
After
Improvement
Touchless processing
~0%
93%
93% automated
Processing speed
Manual review
15× faster
15× turnaround
Team hours
10,000+ hrs/yr
Minimal oversight
10K hrs saved
Supplier formats
Fixed templates only
400+ formats
Any format handled
Rule maintenance
Code changes per contract
Plain-English rules
No IT involvement

AGENT ANATOMY

Nanonets Agent
Autonomous action-taking
After validation
Agent decides path and acts
Auto-posted
Validated invoice
Nanonets
Receive invoice
PDF attachment detected
Pipeline triggered ✓
Nanonets
Extract fields
Invoice #INV-2024-4829
Amount$1,240.00
Nanonets
Validate
Amount match ✓
Vendor approved ✓
No duplicate ✓
Nanonets
GL assign
GL Code6100
DeptFinance
Accounting Seed
Salesforce posted
RecordCreated ✓
JournalPosted ✓
Accounting Seed
Payment queued
VendorOffice Depot
StatusQueued ✓
Approval needed
High-value invoice
Nanonets
High-value invoice
⚠ Amount exceeds threshold
Nanonets
Route to approver
Routed toFinance team
Nanonets
listening…
Nanonets
Awaiting sign-off
StatusPending ⏳
Accounting Seed
Post to Salesforce
Loops to posted
Duplicate detected
Duplicate flag
Nanonets
Duplicate flag
Invoice # already posted ✗
Nanonets
Hold invoice
StatusOn hold
Nanonets
listening…
Human
Human review
Reviewed manually
Nanonets
Cleared → Validate
Loops to Validate

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