Conexiom opens headless platform for order automation

Conexiom has opened early access to its Headless Platform for order and invoice automation. The product is aimed at manufacturers and distributors that want to add document processing to existing software systems.

The platform is designed for developers and IT teams that want to embed order and invoice automation in customer relationship management systems, internal applications, portals and AI agents. The approach is intended to spare companies from building their own document-processing tools for orders and invoices that arrive as emails, PDFs, spreadsheets and images.

The launch reflects a broader push by software suppliers to expose more functions through application programming interfaces and software development kits, as businesses look for ways to connect those functions to established workflows. In manufacturing and distribution, order entry and invoice handling still rely heavily on manual work when documents arrive in unstructured formats.

Conexiom said the Headless Platform has three main parts: software development kits for Java, .NET, Node.js and Python; a REST API; and an MCP Server for AI agents. The software development kits are intended to let developers embed Conexiom's extraction tools in applications they already maintain. The REST API is designed to check pricing, inventory and catalogue services during order processing and send alerts at different stages, including validation, exceptions and delivery. The MCP Server is intended to let AI agents read documents, including PDFs, spreadsheets and images, and return structured output.

The platform works within customers' existing security and access controls and is built on a SOC 2 Type II-audited platform, according to Conexiom. It also includes what the company calls its Harness, a layer that draws on Conexiom's historical data and operational logic to shape what an AI model sees, what it checks and how information is entered into enterprise resource planning systems.

Build or buy

A central issue for technology teams in this area is whether to build document automation internally or buy it from a specialist supplier. Conexiom is positioning the platform as an alternative to in-house development, arguing that pilot projects can understate the long-term work needed to maintain production systems, manage model changes and control processing costs.

Cliff Barrett, Chief Product Officer at Conexiom, said the economics of internal development can change once systems move beyond a trial phase.

"Building in-house looks cheap because a model can read an order as part of a simple pilot. But production is where the real cost starts. Order automation becomes a product that engineers must maintain indefinitely. AI model and cloud bills grow with every document, underlying models change on someone else's schedule, and when revenue depends on what the system enters, IT owns every miss. The Conexiom Headless Platform helps our customers avoid these problems and keeps critical orders and invoices moving," Barrett said.

Conexiom said the system is built to address edge cases in order processing, such as missing or inconsistent information on stock keeping units, pack sizes, customer pricing and shipping destinations. It also said the platform offers what it describes as proof-based governance, so users can see the reason behind a decision rather than relying only on a confidence score.

Another feature highlighted by Conexiom is two-way learning. Processing becomes faster as customer documents become more consistent, the company said, although it noted that the system can slow when a new or inconsistent document arrives and must be relearned.

Existing estate

The launch also broadens Conexiom's product set beyond its Relay offering, which provides a human-in-the-loop interface for processing order inboxes. Customers can use the Headless Platform on its own, use Relay to process incoming documents into ERP-ready data, or combine both approaches depending on how much of the workflow they want to embed in other systems, according to the company.

For manufacturers and distributors, that may matter because order capture often spans several disconnected systems. An order can originate in a customer relationship management platform, an order management tool, an internal application or an AI-driven workflow, while the checks needed to complete it, such as pricing, rebates or inventory, may sit elsewhere.

Michel Feaster, Chief Executive Officer at Conexiom, said the company sees a clear divide between the systems customers should tailor themselves and the tools they may prefer to buy.

"Every CIO I talk to has been asked whether to build or buy document automation. We believe manufacturers and distributors should build the parts that make them distinctive and buy the capabilities we've hardened over the past decade. With our Headless Platform, developers can work together with customer service leaders to bring order automation into the systems their business already uses. Both teams are essential to our vision that no customer should ever have to rekey an order, whether they work in Conexiom's apps or somewhere else," Feaster said.

Conexiom said it supports more than 600 customers and processes more than 1.5 billion line items each year.