Modern EDI software built for AI-native orchestration
Cleo helps companies launch EDI faster, onboard trading partners with less manual work, resolve exceptions with Agentic AI intelligence, and gain end-to-end visibility across every transaction.
Start with the EDI capabilities you need today — from Web EDI to fully integrated EDI automation — and scale into broader supply chain orchestration as your business grows.
From EDI compliance to intelligent orchestration
EDI is no longer just about connecting to trading partners. Modern EDI teams need to launch quickly, keep transactions moving, reduce manual work, and understand what is happening across every partner, system, and workflow.
Cleo gives teams a practical path from EDI compliance to fully integrated, AI-assisted supply chain orchestration.
- Launch trading partners faster with no-code onboarding
- Automate EDI and API transactions across ERP, TMS, WMS, and other systems
- Gain end-to-end visibility and control over partner workflows
- Detect and resolve exceptions before they impact the business
- Use AI-powered mapping, intelligent exception management, and contextual supply chain intelligence
Onboard trading partners faster
Launch new trading partners with less manual work using no-code onboarding, AI-powered mapping, and reusable partner workflows. Cleo helps teams move from trading partner requirements to active transactions faster.
No-code onboarding
Reduce technical lift for common trading partner setup and document-flow configuration.
Reusable partner workflows
Avoid rebuilding every connection from the ground up with reusable patterns and partner support.
Validation and testing
Help teams catch issues earlier in the onboarding lifecycle before they become production problems.
Flexible support
Choose self-service, managed service, or a blended model depending on your internal EDI resources.
Go beyond onboarding with integrated EDI and API automation
Onboarding is only the beginning. Cleo helps orchestrate EDI and API transactions directly into your ERP, TMS, WMS, accounting, shipping, marketplace, and warehouse systems — reducing manual effort and giving teams more control over every workflow.
Connect the systems that run your business
- ERP, WMS, TMS, accounting, shipping, and marketplace integration
- EDI, API, MFT, and application workflows
- Automated order-to-cash and procure-to-pay processes
- End-to-end visibility across business-critical partner transactions
Resolve EDI issues faster with Agentic AI intelligence
Cleo helps teams proactively detect EDI errors, exceptions, and failed transactions before they disrupt operations. AI-enhanced visibility helps surface what went wrong, where it happened, and what action to take next.
Identify errors faster
Surface failed, delayed, or at-risk EDI transactions before they create downstream disruption.
Understand likely root causes
Use AI-enhanced visibility to help determine what caused an exception, from mapping issues to partner-specific document problems.
Take action with confidence
Give teams clearer resolution paths so they can reduce manual investigation and avoid repeat firefighting.
See every transaction. Control every workflow.
Cleo gives teams visibility across partner activity, document flow, transaction status, and exceptions. Track orders, invoices, ASNs, acknowledgments, and other business-critical EDI documents as they move across partners and systems.
- Monitor transaction and integration status
- Track partner activity and document flow
- Identify failed, delayed, or at-risk transactions
- Reprocess transactions where supported
- Support operational reporting and audit visibility
- Improve control across EDI, API, and application workflows
Need a simpler way to become EDI capable?
Not every business needs fully integrated EDI on day one. Cleo Web EDI gives small and growing businesses a browser-based way to meet trading partner requirements, manage EDI documents, and reduce manual work.
Start with Web EDI when you need fast compliance and a simple portal experience. Move into integrated EDI automation when transaction volume, partner complexity, or system integration needs grow.
Web EDI is a fit when you need:
- A browser-based EDI portal
- A simple way to manage common trading partner documents
- Support for supplier, retailer, distributor, marketplace, or logistics EDI mandates
- A practical path to deeper ERP, WMS, TMS, accounting, and shipping integration as needs grow
Scale from portal-based EDI to connected business automation
Cleo supports businesses at different stages of EDI maturity. Start with Web EDI when you need fast compliance and manageable transaction volume. Move into deeper integration when you need automated workflows, real-time system connectivity, higher transaction volume, and more operational control.
| Business stage | Best-fit Cleo option | What it helps with |
|---|---|---|
| Need to meet a new trading partner mandate | Web EDI portal | Become EDI capable quickly and affordably. |
| Need EDI with QuickBooks | Web EDI + QuickBooks EDI Integrator | Reduce manual entry across orders, invoices, ASNs, labels, and acknowledgments. |
| Need to connect EDI to ERP, WMS, or TMS | Integrated EDI | Automate data flow across business systems. |
| Need broader supply chain orchestration | Cleo Integration Cloud | Connect EDI, API, MFT, applications, and partner ecosystems in one platform. |
Adapt as partner requirements change
Partner requirements change. EDI versions change. Backend systems change. Cleo helps teams adapt with flexible transformation, reusable templates, automated validation, and orchestration across B2B data flows.
- Any-to-any B2B data transformation
- Reusable templates and map logic
- Automated validation, transformation, and orchestration
- Support for changing partner data requirements
- End-to-end visibility across data flows
Run EDI your way — with expert support when you need it
Every team operates EDI differently. Cleo supports flexible EDI operating models so you can choose the level of control and support that fits your business.
Self-service
For teams that want direct control over EDI workflows, partner changes, and operations.
Managed service
For teams that want expert help operating and supporting EDI processes.
Blended support
For teams that want internal visibility and control with Cleo expertise available when needed.
Project-based support
For teams that need help with onboarding, migration, modernization, or optimization initiatives.
Why modern EDI teams choose Cleo
Start with modern EDI. Scale into AI-native orchestration.
Tell us what you need to connect, automate, or modernize. We’ll help you identify the right path — from Web EDI to fully integrated EDI and broader supply chain orchestration.
What we can help you map out
- Which EDI option fits your business today
- How to onboard partners faster with less manual work
- Where AI-enhanced exception management and transaction visibility can help
- How to scale from portal-based EDI to integrated automation
Talk to an EDI expert
Complete the form and a Cleo team member will follow up.
EDI software FAQs
What is EDI software?
EDI software helps businesses electronically exchange documents such as purchase orders, invoices, ASNs, acknowledgments, remittance details, and planning schedules with trading partners.
What is Web EDI?
Web EDI is a browser-based way to manage EDI documents through an online portal. It is often a good fit for small and growing businesses that need to meet trading partner requirements without immediately implementing a fully integrated EDI system.
When should a business move from Web EDI to integrated EDI?
A business should consider integrated EDI when order volume, partner count, fulfillment complexity, manual exception work, or system-integration needs become too large for a portal-first workflow.
Can Cleo support both Web EDI and integrated EDI?
Yes. Cleo can support businesses that need a browser-based Web EDI portal as well as companies that need deeper integration across ERP, WMS, TMS, accounting, shipping, and other business systems.
How does Cleo help reduce manual EDI work?
Cleo helps reduce manual work through no-code onboarding, reusable partner support, AI-enhanced exception visibility, automated transformation, system integration, and flexible service models.