Our productMarine dealer SaaS
HelmDMS
POS, service work orders, scheduling, parts, boat sales, texting, and an AI agent that answers the phone, in one multi-tenant platform we designed, built, and run.
- SaaS product
- AI phone agent
- POS & payments
Turn vendor invoices into customer bills: forward the email, AI does the rest.
An AI invoice-processing platform that reads supplier invoices, matches the customer, applies markup, and produces a branded bill. Built from our own contracting experience.

Contractors buy materials from a dozen suppliers and then re-type every line of every vendor invoice into a customer bill. It eats evenings, introduces errors, and lets materials slip through unbilled.
Generic OCR tools stop at "here is some text." Nobody connected extraction to the actual job: matching the customer, applying the right markup, and producing a bill ready to send.
ExoInvoice gives each company a dedicated inbox. Forward a vendor invoice (or upload a batch or a ZIP) and a layered pipeline reads it: the PDF text layer first, OCR for scans, then AI to structure every line item, with a second model as fallback.
The platform then fuzzy-matches the customer from the ship-to address, applies per-vendor, per-category, or per-customer markup rules, runs a math sanity check on quantities and totals, and outputs a branded customer invoice. The same engine is exposed as a public API that powers receiving inside HelmDMS.
Each company gets a signed inbound address. Forward an invoice, upload a batch, drop a ZIP, or call the API.
PDF text layer, OCR for scanned documents, and large language models with an automatic fallback model, plus output repair and file hashing so nothing is processed twice.
Fuzzy matching auto-assigns invoices at high confidence and creates new customers from ship-to addresses.
Percentage or fixed rules scoped by vendor, category, or customer, so every bill comes out priced the way the business actually charges.
Quantity times unit price and invoice totals are verified before anything goes to a customer.
Hashed API keys and modes for parts, boats, motors, trailers, rebates, and fuel receipts, with Redis-cached results.
Roles and permissions, 2FA, job costing, P&L reporting, audit logs, CSV/XLSX import and export, and Stripe subscription billing with plan limits.
We scope it with you, build it, host it, and stay on the hook after launch. Local to Murray, Kentucky, working with businesses anywhere.
Our productMarine dealer SaaS
POS, service work orders, scheduling, parts, boat sales, texting, and an AI agent that answers the phone, in one multi-tenant platform we designed, built, and run.
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Let’s talk about what you want built
Describe the problem, not the tech. We will tell you honestly whether custom software is the right answer, what it would cost, and how long it would take.
Ready to discuss your technology needs? Our team of experts is here to help you find the perfect solution for your business. Contact us today for a free consultation.
Phone
(270) 807-1000Service Area
Murray, KY & Western Kentucky — Remote Support Available Nationwide
Support Hours
24/7 Emergency Support
For urgent technical issues or emergency support, our team is available 24/7 to ensure your systems stay operational.