WhatsApp to Xero purchase orders with AI
Site teams sent material requests as WhatsApp photos and voice notes; purchasing retyped every one.
FusionETA project example · Client identity withheld · Pilot
The business problem
Site teams sent material requests as WhatsApp photos and voice notes; purchasing retyped every one.
How the workflow works
- The agent reads requests and quotation images sent on WhatsApp using AI vision OCR
- It builds a structured material requisition, matching items and suppliers
- On approval, it pushes a draft purchase order or bill straight into Xero
Reported outcome
Outcome: no retyping between site request and PO; approvers stay in control of spend.
This workflow is a pilot. Document quality, item matching and approval exceptions need to be tested before a wider rollout.
What a similar implementation needs
Sample purchase requests, supplier and item records, approval responsibilities and an agreed Xero document workflow.
We review access permissions, approval steps and exception handling with your team before agreeing the deployment scope.
Explore a similar workflow
Tell us which systems you use and which repetitive task you want to improve. We will assess the process and propose the next step.