17 years helping Canadian businesses
choose better software

What Is Lucy?

Instantly and accurately process your inbound PDF purchase orders with AI Based Automation. Saving you time and money.

An incredibly fast and scalable solution, Lucy automation handles the PDF orders your customers send via email.

Around the clock, emails are opened, purchase orders are read, and sales orders are created in your ERP. Ready to pick, pack, and ship in seconds. No errors, no down time, no late orders, no overtime.

Who Uses Lucy?

Lucy was created for B2B businesses who receive emailed purchase orders from customers in PDF format. Lucy removes the burden of manual order entry, frees your staff & eliminates errors.

Lucy Software - Lucy manages purchase orders from your inbox through to your ERP
Lucy Software - Lucy interface allows you to review the original purchase order document and email
Lucy Software - Lucy notifies you whenever there's an issue with bad data. Order errors don't make it past Lucy.
Lucy Software - Lucy walks you through document mapping the first time a PO is received from a trading partner
Lucy Software - Lucy displays data from the order header on integration to the ERP

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Lucy

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Reviews of Lucy

Average score

Overall
4.5
Ease of Use
4.4
Customer Service
4.8
Features
4.4
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
63%
4
31%
3
3%
2
3%
Phillip
Phillip
General Manager - Operations in Australia
Verified LinkedIn User
Automotive, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Great solution to help scale order processing and easy implementation

5.0 3 years ago

Pros:

Lucy allows the team to eliminate data integrity issues and speed up repetitive order processing across hundreds of orders per day. This allows quicker turn around and reduced manual processing for the team, freeing them up to undertake higher more value-added tasks. The implementation team did a great job quickly onboard us (despite being on a new ERP) and helped to meet critical timelines. The software is easy to scale, with the ability to onboard new customers ourselves and a transparent pricing model.

Cons:

More in depth self-service reporting analytics (i.e. daily breakdown of orders processed over a timespan)

Bilgin
Business Development Manager in Australia
Wholesale, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Automating our B2B and B2C business

5.0 4 years ago

Comments: We initially hired Lucy to take care of our B2B emailed orders and then started using her for Amazon and other online marketplace orders. Allowing us to self-service and set up our own Trading Partners really accelerated our ability to see the value in Lucy.
Once our customers understood the speed of automatic purchase order processing they were all on board. Lucy has become an integral part of our business and has allowed us to focus on providing better customer service instead of tediously entering orders manually.

Pros:

I don’t need to worry about Lucy as a system. She doesn’t break or create complaints internally. She just works.

Cons:

It would be great if Lucy could expand to support other parts of our business, like invoices for the Accounts payable team.

Deja
Order Management Specialist in US
Printing, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Lucy review

2.0 3 years ago

Comments: There are some improvements in the cons I would like to see fixed, its better than our prev. software but could use some adjustments.

Pros:

I like that this software is easier to use and captures more data then the previous software we used previously. Love that it lets us know about duplicate PO's that are in Netsuite, so we do not duplicate orders.

Cons:

Integration for new parts does not happen in a timely manner. Lucy doesn't read day. month. year format well. It doesnt read the same po's accurately. PO's cant be zoomed in so makes it hard for reviewing orders to verify information due to it being so small. Skips lines dates, money , or stock codes. times it cant read city and state. data correction has had to be made on parts and or dates that did not capture accurately.

Tawny
Customer Service Manager in US
Electrical/Electronic Manufacturing, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Excellent solution for a great price!

5.0 2 years ago

Comments: I worked with [SENSITIVE CONTENT] initially, then [SENSITIVE CONTENT] to make sure Lucy was the right solution for our business. There was never any pressure. They were both very consistent and helpful. Always extremely transparent and have worked hard to make sure this has been a great solution for us.

Pros:

Lucy was very easy to implement with our ERP using EDI.

Cons:

The only real difficulty we've had is the time zone difference being in the US.

Mark
E-Commerce Manager in Australia
Wholesale, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Easy Processing of B2B Orders in PDF Format

5.0 3 years ago

Comments: Incredible service that has helped us process orders quickly while reducing keying errors. It alerts our team members when manual intervention is required (pricing errors, change of addresses, obsolete products). We use LUCY for processing B2B orders emailed in a PDF format from smaller customers without EDI capabilities.

Pros:

Easy integration to our ERP. Easy for our customer service team to use, with excellent support service. Will process orders (even with 100+ lines) within a few seconds.

Cons:

If customers don’t use our part numbers on their invoices, it does require a bit of work to load translation for future orders. However, this can be done in bulk or as a new order are received.

Praneal
Internal sales consultant in New Zealand
Consumer Goods, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Lucy AI - Order Processing and Memory Retention

5.0 2 years ago

Comments: Appreciate the ability of the software to process data from a PDF file.

Pros:

I appreciate the capability to physically scan and process an order from a pdf file

Cons:

Not using Lucy at a level where this evaluation can be honest and concise .

Anna
Sales-Northeast Region in US
Paper & Forest Products, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Anna McMullens review

5.0 3 years ago

Comments: Lucy has saved so much time on entering large cumbersome orders. It has also helped with making order entry errors on product codes so much more efficient.

Pros:

This product has saved so much time with entering orders with numerous items on them. As I continue to build my data base it is more invaluable each time I use it. It was easy to integrate with my existing business processes.

Cons:

I have several customers who ship to the same end user. The system only seems to remember the end user the first time its used. For example, if Atlantic Plywood shipped to their customer, the system only remembers it for that customer. If I enter an order for Rugby ABP, shipping to that same end user, the options only come up for the end user under Atlantic Plywood. I then have to bypass and enter "main" for the shipping address, and change it on the quote before I transfer it to an actual order.

Gracie
Customer Service Rep in US
Wholesale, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

My Friend Lucy

5.0 3 years ago

Pros:

Working the LetLucy team is a breeze. They worked with us to create a product that was specific to our needs and are always around to help with any issues that may arise (even from half way around the world). Testing was conducted for every addition to the product and issues have been few and far between since our implementation in 2019. Mapping is intuitive and Lucy learns to pick the correct map quickly.

Cons:

While we do wish Lucy could process other document formats, we understand the difficulty some of these provide and we appreciate how effectively she can process pdf files.

Catherine
Supply Chain Officer in Australia
Chemicals, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Helpful, timesaving for large orders

4.0 3 years ago

Comments: The customer service team are very helpful, addressing issues quickly and providing ideas for future development.

Pros:

This product is used daily, therefore it was essential this could be run easily throughout varying skill levels of our team. It's easy enough to understand and can be customised well.

Cons:

Not all features are possible, such as ignoring lines containing delivery fees. These still have to be manually deleted. Also reporting is a little limited. Some features could be better used if mass records could be selected at once.

jezreel
customer service in Australia
Pharmaceuticals, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Lucy review

4.0 2 years ago

Comments: Lucy is great for processing our purchase orders.

Pros:

it is relatively easy to use and understand

Cons:

lucy does freeze often causing delays in processing

Maeve
Customer Service Manager in Australia
Chemicals, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Jasol Customer Service

5.0 3 years ago

Comments: We are utilising Lucy for approximately 40-50% of our order entry which has allowed our team to be available for more important tasks.

Pros:

The speed and accuracy of order entry, and ease of mapping new orders.

Cons:

There are several features that we would love to implement, such as different order types (eg. Transfer order, direct ship order), item warnings that would show up on our ERP system when manually entering but dont currently show up on Lucy.

Kayla
Sales in US
Textiles, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Easy to use

4.0 3 years ago

Comments: Overall I have had a good experience with Lucy

Pros:

This software is easy to use once you get the right programming setup. It makes entering large orders easy and takes half the time

Cons:

Sometimes the software has trouble recognizing part numbers or certain data figures

Will
Sales in Australia
Wholesale, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Lucy Review

5.0 3 years ago

Comments: Overall experience has been great, its a product we now fund fundamental in our day to day operations.
Customer service was always very helpful if we ever encounter any issues, always sorted out quickly.

Pros:

The ease of use, user friendly interface and automated process as a whole - saves our team a lot of time entering orders, with more accuracy.

Cons:

Integration with our internal system took some time. Our PO's are all varied in regards to formatting and layout, but once we had it all mapped and automated it worked very well and has saved our team a great deal of time manually entering orders.

Jay
new Product Development in US
Transportation/Trucking/Railroad, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Big Time Saver

5.0 2 years ago

Pros:

Using Lucy saves our customer service team thousands of key strokes every day and eliminates order entry errors

Cons:

Lucy does have some quirks that occasionally slow us down but we have always been able to rectify or work around with the help of the Lucy team.

Brooke
Customer Service Representative in Australia
Wholesale, 501–1,000 Employees
Used the Software for: 1+ year
Reviewer Source

Good Program

5.0 2 years ago

Pros:

It saves me time when keying orders and helps with price descrepancys.

Cons:

Sometimes it is slow processing emails which means it could of been faster to key the order manually.

Daniel
Operations Manager in US
Warehousing, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Sales Order Entry Made Easy

5.0 3 years ago

Comments: We used to spend countless hours manually entering sales orders into our web based ERP system (which was laggy to begin with). Lucy has taken over 90%+ of this, freeing up our staff to operate more efficiently.

Pros:

Once set up, it is supper easy to use. Support is great.

Cons:

The set up and UI could be a bit more user friendly, but I'm just nitpicking at this point.

Debbie
Customer Service Rep in US
Automotive, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Lucy Auto Order Entry

4.0 2 years ago

Comments: Increased productivity

Pros:

We have dramatically improved our order accuracy

Cons:

Sometimes it is overwhelmed with multiple orders

Penny
Customer Service Officer in Australia
Wholesale, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Greatly approved efficiency in order processing.

4.0 2 years ago

Comments: Overall Lucy has been a great benefit to order processing here. She is quick and accurate. Support is helpful and timely. This software is very user friendly.

Pros:

Lucy is very easy to use. I have no IT background and have used Lucy from the get-go and have been able to pick it up quickly. She processes large orders quickly and without errors. Any problems Lucy support is very quick to help.

Cons:

The software is basic and cannot "read" orders. Also would be good if Lucy could identify an account from not just an email address.

Barb
C/S Rep in US
Automotive, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

C/S Order Entry-Lucy

5.0 2 years ago

Pros:

Prohibits duplication of purchase order numbers

Cons:

Inability sometimes to handle large load of emails at once

Emily
Customer Service Manager in US
Retail, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Learning Advantage

4.0 2 years ago

Comments: Using Lucy has been overall great with very little issue.

Pros:

The software is user-friendly and seems to operate itself. There are a few glitches and when there are errors, they are quite easy to fix.

Cons:

The coding issues are complex and usually take customer support to fix. This is not something an end user can fix.

Ben
UK General Manager in UK
Automotive, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

The virtual team member you didn't know you needed

5.0 3 years ago

Pros:

The ability to process orders with ease, allowing us to spend time on more important jobs and allow the data inputting to be automated. We receive a number of large orders and now save around 10 minutes each order. It has also removed the potential for human error when typing a code into the system. Lucy is software that I cannot imagine life without now

Cons:

In all honesty, everything is good. Once the intial mapping is in place, it's really easy to use

Sean
CIO in Australia
Health, Wellness & Fitness, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Easy to implement, super fast return for effort

5.0 3 years ago

Pros:

Lucy reduced the need for our staff to manually enter orders which meant they could focus on real customer value adding activities.

Cons:

There's nothing not to like. It's simple to implement & use plus the billing model is very transparent and easy to understand - there are no hidden fees or costs.

Milos
IT system Engineer in Australia
Hospital & Health Care, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Lucy - Good value

5.0 3 years ago

Comments: Customers who produce formatted PDF purchase orders are easily able to send through orders, which magically appear in our ERP!

Pros:

Easy integration and setup. Ongoing, the application just works with minimal intervention.

Cons:

No major short comings. All was easy to setup and integrate.

Rodney
Customer Service in Australia
Food & Beverages, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Processing order reviews

4.0 2 years ago

Pros:

Lucy is easy to use and saves a lot of time processing orders

Cons:

Sometimes units and cartons are not correct but that could be due to product changes etc

Stephanie
Inside sales rep in US
Wholesale, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Sales data usage

4.0 3 years ago

Comments: I am happy overall with Lucy. I am sure the kinks will be worked out in time

Pros:

It was a very long process to integrate our company models with Lucy but I feel it was worth it. We can take large orders and essentially automatically load them into our system with minimum effort.

Cons:

The program often has data recognition issues that block the transfer of orders into our system