Turn messy charge sheets & POs into clean data inside your ERP

Your work gets done before the email is read

Typing data into the ERP is 20% of the work. The other 80% is the investigation — chasing missing lot numbers, reconciling pricing, going back and forth with reps before a single case can be invoiced. Deviceflow handles both — extracting the data and closing the gaps. No EDI required. No ERP changes. No new apps for your reps.

No commitment. No sales pitch. Just a walkthrough with your data.

For the teams that keep revenue moving

Medical device distributors and manufacturers run on the same loop: reps send emails and texts, someone copies data into the ERP, someone else chases what's missing. Deviceflow works in the space between what your field team sends and what your systems need — reading emails and texts, extracting the data, and pushing it into your ERP. No app downloads. Minimal friction.

Your team is doing the work your systems can't do for themselves

Your ERP can tell you a PO is unmatched. It can't read the PDF, find the case, check the contract price, and chase the rep for the missing lot number. That's the 80% — the investigation, reconciliation, and back-and-forth that buries your team. At $360K/year for a mid-size operation, hiring another person just puts them in the same inbox. Deviceflow closes the gaps your systems can see but can't fix.

What arrives
PhotoCharge sheet snapshots

A handwritten form, snapped after surgery.

Out: Case ID · lot numbers · implants · surgeon

PDFPurchase orders

A PDF buried in an email thread.

Out: PO number · line items · contract price · ship-to

TextInventory threads

A group text about transfers and trunk stock.

Out: Transfer ID · lot · source and destination site

EmailCase detail emails

Back-and-forth with a hospital scheduler.

Out: Patient initials · surgery date · kit · special requests

Deviceflow
Read

Emails, PDFs, photos, and texts.

Structure

Pulls the fields. Identifies cases, and aligns to customers.

Validate

Checks contracts, pricing, and stock — live from your ERP or CRM.

Act

Writes records into the ERP, GL and CRM. Triggers the next step.

Systems of record
Microsoft Dynamics
ERP
Microsoft Dynamics
NetSuite
ERP, General Ledger
NetSuite
QuickBooks
Accounts Receivables
QuickBooks

Clean records land where your team already works — no re-keying, no new app to learn.

$1.4M was sitting in trunks and storage rooms

60-80% of field inventory has zero ERP visibility. Every unaccounted unit is revenue you can't bill. Deviceflow extends your systems into rep trunks, hospitals, and consignment sites — one customer recovered $1.4M in previously unaccounted inventory within weeks of going live.

Our field inventory and our system inventory don't match. We're constantly doing physical counts to figure out what's actually there. It costs us thousands in the reconciliation process.

VP Operations, Orthopedic Manufacturer
Every bill-only costs $100+ in labor before it becomes cash

Each touch costs $25-$50. Each transaction passes through 3-4 hands. One enterprise ortho division has 5 full-time analysts — $300K+ in salary — doing nothing but manual bill-only matching. Deviceflow converts texts, emails, and photos into automated workflows. Customers cut billing errors 60% and shorten payment cycles by 15+ days.

The order entry and transcribing isn't too bad — it's all the investigative work and follow-up. You might have multiple cycles of that before you have everything you need to submit usage.

VP Operations, Mid-Size Orthopedic Manufacturer
The revenue you're losing isn't from customers who won't pay — it's from cases you bill late or never bill at all.

POs sit in inboxes. Charge sheets never get submitted. Cases close and nobody sends an invoice. One Fortune 500 orthopedic division found over $100M in stalled, unmatched bill-onlys — revenue sitting in a queue because nobody had reconciled them. Deviceflow tracks every case from surgery to cash. Unmatched bill-onlys surface automatically. Nothing slips through.

By the time we collect the data, get it out to the customer and wait for them to return payment — our normal cycle is right about 45 days, which is brutal.

CEO, Surgical Services Company
The math behind every transaction

What does your coordination work actually cost?

Every bill-only passes through multiple hands before it becomes cash. Adjust the sliders to see what that costs your company.

300
501,000
4
28
$25
1550
Your annual processing cost
$360,000
$30,000 / month
Estimated annual savings with Deviceflow
$252,000
Based on 70% reduction in manual processing

The formula: 300 cases × 4 touches × $25 per touch × 12 months = $360,000/year in processing labor.

Get a custom savings estimate for your team

20-min call. We'll use your real numbers, not these defaults.

The Space Between

What happens between what your field team sends and what your systems need — and what your team can stop doing manually.

    What your team stops doing manually

    PO matching, charge sheet entry, inventory transfers, compliance tracking, approval chasing. Deviceflow reads the unstructured inputs your team gets every day — emails, photos, texts — and turns them into actions in your systems. Your team handles what actually needs their expertise.

    Built for reps who live on their phone

    Your reps aren't sitting at a desk — they're between cases. Deviceflow gives them a mobile-first experience to submit bill-onlys in 60 seconds, check inventory, and track orders from the parking lot. No app to download. No login to remember. Just open, tap, and move on to the next case.

    Deviceflow mobile experience for field sales reps

    Automated case processing & set readiness

    When a rep requests a set, Deviceflow confirms availability, routes approvals, and coordinates fulfillment—automatically. Self-service audits, replenishment alerts, and real-time location tracking mean the right sets are ready when cases are scheduled. No more last-minute scrambles.

    Order Processing & Inventory Management

    Unified case scheduling & coordination

    One calendar for every case across your organization. Reps schedule from their phone. Preference cards stay current for every surgeon. Bill-only and PO processing happens automatically after usage. No more chasing paperwork after the case.

    Case Scheduling & Management

    Intelligent purchase order automation

    POs come in by email or portal. Deviceflow extracts the data, matches to cases and inventory, verifies contract pricing & any exceptions. What used to take 7-14 days now takes minutes. Fewer billing errors. Faster payment cycles.

    Purchase Order Automation

    Automated set coordination across locations

    When a case needs a set from another location, Deviceflow finds the nearest available, coordinates the transfer between reps, and confirms delivery timing—automatically. What usually takes multiple calls and emails happens in minutes. Cases don't get cancelled because a set was stuck somewhere.

    Inventory Transfers & Logistics

    Returns & incident tracking

    When a rep needs to return or report a defective device, Deviceflow handles the paperwork — logs the incident, notifies quality, triggers a replacement, and maintains the audit trail for MDR requirements. No more back-and-forth between field, quality, and shipping.

    Returns & Incident Tracking

    Compliance that runs itself

    Deviceflow tracks expiration dates at the lot and serial level, sends proactive alerts before anything expires, and blocks expired products from being allocated to cases. When a recall hits, the system identifies affected units across your entire network—warehouses, hospitals, rep vehicles—and coordinates retrieval automatically. Complete audit trail for FDA inspections.

    Compliance & Quality Control

    Works with your existing systems

    Connect Deviceflow with your ERP, accounting software, and communication tools. Automate SMS and email notifications to customers and reps, sync with shipping carriers for real-time tracking, and integrate with QuickBooks, SAP, and other enterprise systems. One platform that works with everything you already use.

    System Integrations

    Revenue, visible from case to cash

    Your general ledger sees revenue once the PO is processed — often weeks after the case. Deviceflow sees it as soon as it happens: bill-only submitted, PO matched, invoice sent, paid. Every dollar in your pipeline is on a single dashboard, by stage, in real time, broken down by order type. You stop waiting for month-end to know where revenue is sitting.

    Deviceflow revenue dashboard showing pipeline stages from bill-only through paid
    HIPAA Compliant
    SOC 2 Aligned
    QMSR Validated

    Human oversight by design

    Deviceflow automates the repetitive coordination work your team shouldn't be doing manually. When a decision matters — recall execution, compliance submissions, billing exceptions — the system routes it to your team for approval. Every automated action has a complete audit trail. No irreversible decisions happen without a human in the loop.

    Validated for QMSR audits

    Deviceflow ships with a full GAMP5 Category 4 validation package — URS, IQ/OQ/PQ protocols, requirements traceability matrix, supplier qualification, Part 11 access provisions, and tamper-evident audit-trail exports. Walk into your next QMSR inspection with the supplier documentation already prepared. Your quality team stays focused on the device, not on validating your ops stack. Read the validation burden brief →

    A Big-4 orthopedic distributor recovered $1.46M in 60 days

    Medical device distributors and manufacturers use Deviceflow to eliminate the coordination work that buries their ops teams — and start seeing results in weeks, not quarters.

    $1.46M
    recovered inventory value
    80%
    reduction in compliance workload
    80%
    decrease in inventory variance
    50%
    decrease in expedited fulfillment
    David Elleman
    COO, Big-4 Orthopedic Distributor

    From scattered spreadsheets to $1.46M in recovered assets - without changing how their team works

    Discover how a large medical device distributor transformed years of logistics debt and scattered spreadsheets into clean, automated workflows — without changing how their team communicates.

    Why medical device teams switch from spreadsheets and legacy tools

    Your ERP is a financial system — it stores clean data, it doesn't create it. The tools in the middle column still need someone to read, type, and match before anything happens. And most require EDI from trading partners who don't support it. Deviceflow reads whatever arrives — emails, PDFs, photos — and pushes structured data into your ERP. No EDI. No ERP changes. No 12-month implementation.

    Order Processing
    Deviceflow: Automated from inbound email and SMS — no manual entry
    Legacy Tools: Manual entry from emails, sms, basic forms
    Manual Ops: Manual entry from phone calls & emails
    Inventory Visibility
    Deviceflow: Real-time tracking from shipment to delivery
    Legacy Tools: Delayed sync
    Manual Ops: Spreadsheets, maybe never
    Case Coordination
    Deviceflow: Automated workflows & notifications
    Legacy Tools: Email reminders
    Manual Ops: Manual follow-ups
    PO & Billing
    Deviceflow: Automated entry from emailed PDFs into Quickbooks
    Legacy Tools: Manual entry of emailed PDFs into Quickbooks
    Manual Ops: Manual entry of emailed PDFs into spreadsheets
    Compliance
    Deviceflow: Automated compliance with complete audit trails
    Legacy Tools: Basic logging, time intensive collection
    Manual Ops: Error-prone, time-intensive manual compliance
    Returns & incident reports
    Deviceflow: Updates QMS + ERP, creates a replacement order & notifies rep
    Legacy Tools: Multiple places to record incidents, get replacements & see shipment status
    Manual Ops: Emailed return requests and endless back-and-forth
    Time to Value
    Deviceflow: <4 weeks
    Legacy Tools: 6+ months
    Manual Ops: N/A
    Team Adoption
    Deviceflow: 80% in 90 days — works through text and email
    Legacy Tools: ~15% — requires app downloads and training
    Manual Ops: Already adopted (it's all manual)
    Implementation Risk
    Deviceflow: Pilot in 30 days, live in 48 hours, cancel anytime
    Legacy Tools: 6-12 month rollout, high switching cost
    Manual Ops: N/A
    Data Exchange
    Deviceflow: No EDI required — reads emails, PDFs, photos, and faxes as-is
    Legacy Tools: Requires EDI — most trading partners don't support it
    Manual Ops: Copy-paste from emails into spreadsheets
    ERP Integration
    Deviceflow: Overlay — works alongside SAP, NetSuite, Business Central, Fishbowl, or QuickBooks without modifications
    Legacy Tools: Requires ERP modifications and IT project
    Manual Ops: Your ERP is the only system
    Outcome
    Deviceflow: Team handles exceptions, revenue moves faster, systems stay in sync
    Legacy Tools: Partial visibility, still manual, marginal improvement
    Manual Ops: Lost inventory, slow billing, team buried in data entry

    Live in 48 hours. Proving value in 30 days.

    Most platforms take 6-12 months to deploy and years to see ROI. Deviceflow runs a pilot with your real data, your real workflows, and your real team — before you sign anything.

    Start with a pilot

    Pick a territory or a team. We configure your real inventory, your real workflows, your real data. See results in 30-60 days before expanding.

    Live in 48 hours

    No 6-month IT project. No infrastructure changes. Reps onboard via a 30-minute call. Operations gets a 30-minute dashboard walkthrough. We then support your adoption of the product.

    Risk-free guarantee

    Cancel anytime. Your data stays yours — full export, no lock-in. We deploy before formal contracts because we'd rather prove value than negotiate terms.

    Start a risk-free pilot

    No contract required. Cancel anytime. Your data stays yours.

    Frequently Asked Questions

    Still have questions?

    We'll walk you through your actual workflows — not a generic demo. Bring your messiest process and we'll show you what it looks like handled.

    How many hours a week does your team spend turning emails and photos into ERP data?