CocoonFlow
PDF or document added to CocoonOPS
Supplier, invoice number, charge lines and values
Costs checked against shipment and supplier data
Ready for review before finance workflow
Built into CocoonOPS
Not a separate document scanning tool
Purchase order preparation
Supports the finance workflow
Exception handling
Users stay in control of unclear matches
Overview
AI Document Processing.
Inside the Freight Workflow.
Document Processing
Extract key data from supplier invoices and operational documents.
Connected to Shipments
Match document data to consignments, suppliers, costs and finance records.
Less Manual Admin
Reduce repeated re-keying, checking and chasing of freight paperwork.
User Control
Keep manual review points where confidence is low or approval is needed.
Purchase Invoice Automation.
Built for Freight Costs..
Read Supplier Invoices
Extract invoice numbers, supplier details, charge lines and cost values.
Identify Costs
Recognise relevant supplier costs and connect them to the finance workflow.
Match to Consignments
Check extracted data against consignments, suppliers and cost information.
Prepare Purchase Orders
Help create purchase orders for review or posting into accounting workflows.
From Document Upload
To Finance Review.
Documents are added to CocoonOPS through the available document workflow.
The AI Agent extracts key information from the document.
Purchase invoice data is checked against supplier, cost and consignment information.
When a match is found, CocoonFlow helps create the purchase order for the next finance step. Send to Xero/Quickbooks/Sage
Anything that cannot be matched confidently is sent to an exception area.
Automation With Guardrails.
Not Blind Posting.
Exception Area
Unmatched or low-confidence items are held for user review.
Manual Review
Users can check suppliers, rates, costs and consignment links.
AI Assistance
Automation supports the user instead of replacing operational control.
Controlled Approval
Move items forward only when the user is satisfied with the match.
From Invoice Processing
To Wider Automation.
More Document Types
Expand AI support beyond supplier invoices into wider freight paperwork.
Email Bookings
Use AI to support future booking creation from email workflows.
Quote Creation
Support future AI-assisted quote creation from email and structured requests.
Faster Consignments
Reduce repetitive data entry and speed up consignment creation.
Common questions about CocoonFlow
What is CocoonFlow?
CocoonFlow is the AI Agent inside CocoonOPS. It helps process freight documents and starts with purchase invoice automation.
What does CocoonFlow do?
It reads supplier invoices, identifies costs, matches them to consignments and helps prepare purchase orders.
Is CocoonFlow just a document scanner?
No. CocoonFlow works inside CocoonOPS and connects document data to freight workflows, including consignments, suppliers, costs and finance records.
What happens if CocoonFlow cannot match something?
The item is sent to an exception area for manual review.
Does CocoonFlow replace users?
No. It supports users by reducing repetitive admin while keeping key checks and approvals in place.
Which workflow is supported first?
Purchase invoice automation is the first supported workflow.
Will CocoonFlow support more processes?
Yes. CocoonFMS plans to expand CocoonFlow into other areas of CocoonOPS, including more document types, bookings and quote creation from email.
Does CocoonFlow work with accounting software?
CocoonFlow supports workflows that can pass purchase order information into platforms such as Xero and QuickBooks.