Cleo

What Cleo does

Cleo offers AI-native supply chain orchestration software, anchored by the Cleo Integration Cloud platform and 18 purpose-built AI agents. The platform unifies EDI, API/REST, AS2, SFTP, and MFT protocols with no-code partner onboarding, intelligent exception management, document automation, and a chargeback prevention module. Cleo generates revenue primarily through SaaS subscriptions to CIC, supplemented by managed services (24/7/365 EDI operations with a 1-hour response guarantee), professional services for implementation, and acquisition-driven additions such as DataTrans Solutions for procurement automation. Go-to-market combines an enterprise field-sales motion targeting organizations with $100M-$2B in revenue, a self-service platform option for mid-market customers, and a growing channel of implementation and consulting partners (e.g., Strategic Information Group, Beyond Cloud Consulting, Logan Consulting) plus technology alliances (Everest AI, CloneOps.ai, Bear Cognition, Saksoft, Navix.io, Open ECX). The company has been PE-backed since H.I.G. Capital's June 2021 growth investment, has executed three disclosed acquisitions (EXTOL in 2016, ECS International in Dec 2023, DataTrans in Feb 2025), and maintains enterprise-grade security certifications including SOC 1, SOC 2 Type II, SOC 3, and ISO 27001.

Name

Cleo

Legal name

Cleo

Website

https://cleo.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

251–500 employees

Short description

Cleo is a privately held, PE-backed B2B integration software company that provides the AI-native Cleo Integration Cloud platform, unifying EDI, API, and MFT protocols to automate supply chain workflows for manufacturers, logistics providers, and retailers across 4,000+ customers globally.

Ownership category

akta.pro rank

Product category

Supply Chain Integration Software

NAICS

Computer Systems Design and Related Services (54151), Computer Systems Design and Related Services (5415)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

B2B/EDI & Supply Chain Process Automation Platforms (HDAEAHAK)

akta.pro secondary industries

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)

Keywords

• EDI integration software
• Supply chain orchestration
• B2B integration platform
• Managed file transfer
• API integration solutions

Headquarters

HQ city

Loves Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Platform Subscription (SaaS): Cloud-based subscription licensing for Cleo Integration Cloud platform with tiered service levels including self-service, managed services, or blended models
2. Managed Services: 24/7/365 expert support, trading partner onboarding, monitoring, issue resolution, and ongoing optimization with flexible service models
3. Professional Services: Implementation, onboarding, mapping, and consulting services to support platform deployment and optimization

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Cleo provides an AI-native supply chain orchestration and B2B integration platform — Cleo Integration Cloud — that unifies EDI (X12/EDIFACT), API/REST, AS2/SFTP, and Managed File Transfer protocols on a single cloud platform for manufacturers, distributors, logistics providers, retailers, and healthcare organizations. The platform automates trading partner onboarding, EDI compliance, document processing, exception management, and chargeback prevention, complemented by 24/7 EDI Managed Services and the Cleo AI layer of 18 purpose-built AI agents for predictive anomaly detection and autonomous remediation.

Product overview

Cleo offers a unified platform architecture centered on Cleo Integration Cloud (CIC), an AI-native Supply Chain Orchestration platform. The portfolio includes the core Cleo Integration Cloud platform for ecosystem integration and orchestration, complemented by Cleo AI for AI-powered automation featuring 18 purpose-built agents. Key modules include EDI & API Automation, Trading Partner Onboarding, Intelligent Exception Management, Chargeback Prevention, Document Automation, Visibility & Analytics, Procurement Orchestration, Supplier Scorecarding, Web EDI, and Managed File Transfer. The company also offers EDI Managed Services as a service layer. Following the acquisition of DataTrans Solutions in February 2025, Cleo expanded its procurement automation capabilities. The platform supports EDI (X12/EDIFACT), API/REST, AS2, SFTP, and MFT protocols, connecting ERP (SAP, NetSuite, Microsoft Dynamics), TMS, WMS, marketplace, and trading partner ecosystems.

Differentiator

Problem solved

Functional benefit

Brands

• Cleo Integration Cloud: The company's primary platform for ecosystem integration and supply chain orchestration
• Cleo AI
• Cleo Non-EDI Document Automation
• Cleo Managed Services
• Chargeback Prevention

Products and services

• Cleo Integration Cloud (CIC) AI-native Supply Chain Orchestration platform that unifies API, EDI, and MFT on a single cloud platform, enabling brands to automate partner onboarding in hours and resolve operational disruptions 85% faster than legacy integration middleware. Supports EDI (X12/EDIFACT), API/REST, AS2/SFTP/MFT protocols with deep connectors for SAP, NetSuite, Microsoft Dynamics, Shopify, Amazon, Walmart, and TMS/WMS systems. Targeted at enterprise manufacturers, logistics providers, retailers, and distributors.
• Cleo AI AI-powered automation layer across supply chain workflows featuring 18 purpose-built AI agents for intelligent exception management, document automation, natural language intelligence, predictive anomaly detection, and autonomous remediation. Includes Natural Language Intelligence conversational agent, deep operational context grounding, and prescriptive recommendations. Targeted at enterprise supply chain and IT leaders.
• EDI Managed Services 24/7/365 expert support service that extends customer teams with Cleo specialists managing trading partner onboarding, monitoring, issue resolution, mappings, and day-to-day EDI operations with a 1-hour response guarantee. Available in self-service, managed, and blended service models. Targeted at organizations lacking dedicated EDI integration staff.
• Supply Chain Orchestration Console and Chargeback Prevention Supply Chain Orchestration Console coordinates end-to-end supply chain execution with real-time performance monitoring and control across the supply chain. Chargeback Prevention uses AI-powered real-time monitoring of orders, shipments, ASNs, and invoices to identify compliance risks before retailer penalties occur, reducing chargeback exposure by 20-30% and recapturing 40-50% of team time from reactive work. Targeted at retail suppliers and consumer goods manufacturers.
• DataTrans Solutions (DTS) Acquired cloud-based procurement automation and EDI solutions provider; technology integrated into Cleo's CIC platform for enhanced supply chain management and procurement automation, helping businesses reduce costs, improve efficiency, and minimize supply chain risks.
• Relationship Management Solutions Suite of supplier relationship management capabilities including Supplier Scorecarding — measuring partner performance, compliance, onboarding progress, operational health, and business outcomes with actionable scorecards — to reduce supply chain risk and enhance revenue for suppliers.

Quantifiable outcome

• Resolve operational disruptions 85% faster than legacy integration middleware
• +7 more outcomes

Named customers17 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability10 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Everest AIcoreTechnology or Integration · 19 May 2026Partnership announced May 2025 to automate manual data entry processes in logistics communication. Collaboration converts unstructured communications (emails, PDFs, spreadsheets) into structured data that integrates directly into TMS, ERP, CRM, and other enterprise systems, enabling automated workflows for quotes, bookings, orders, and tracking updates.
• Strategic Information GroupcoreImplementation/ SI/ Consulting Partner · 1 September 2025Strategic partnership with Strategic Information Group (SIG), a provider of ERP consulting and implementation services, focused on delivering EDI initiatives and supply chain capabilities to manufacturing and distribution clients through Cleo's Integration Cloud platform. Collaboration began September 2025 with long-term commitment to innovation.
• Effective DatacoreTechnology or Integration · 13 July 2025Strengthened longstanding partnership announced July 2025 to advance ecosystem integration and B2B connectivity, enhancing supply chain management capabilities.
• Corsica TechnologiesminorChannel Partner/ Reseller/ Distributor · 21 May 2025Partnership announced May 2025 to simplify B2B integration for supply chain organizations. Corsica Technologies achieved 105% year-over-year growth in managed services bookings partly driven by strategic partnerships with Cleo.
• Beyond Cloud ConsultingcoreImplementation/ SI/ Consulting Partner · 1 March 2025Strategic partnership with Beyond Cloud Consulting, an Oracle NetSuite Alliance Partner, announced March 2025. Collaboration aims to deliver seamless, scalable supply chain integration capabilities for NetSuite customers including end-to-end connectivity, automated EDI and B2B workflows, and improved visibility into cross-system operations.
• DataTrans SolutionscoreStrategic or Co-development Partner · 3 February 2025Cleo acquired DataTrans Solutions, a cloud-based procurement automation and EDI solutions provider, to enhance its Ecosystem Integration platform and help businesses reduce costs, improve efficiency, and minimize supply chain risks through automation.
• Logan ConsultingminorImplementation/ SI/ Consulting Partner · 13 November 2024Partnership with Logan Consulting for ERP and e-commerce integration, helping organizations connect back-office systems with supply chain workflows.

Scale indicators14 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• TrueCommerce: EDI and supply chain integration provider offering managed EDI services, trading partner network, and ERP connectors, overlapping directly with Cleox's EDI automation, managed services, and trading partner onboarding offerings.
• Boomi: Cloud-native iPaaS platform offering EDI, API, and B2B integration with AI-driven automation, directly competing with Cleox Integration Cloud in enterprise and mid-market integration categories (Cleox publishes explicit Boomi comparison content).
• SPS Commerce: Retail-focused EDI and supply chain integration platform serving thousands of retailers and suppliers, directly competing with Cleox in retail EDI compliance, chargeback prevention, and trading partner onboarding.
• OpenText (Business Network / GXS): Large incumbent B2B integration and EDI platform acquired via GXS, providing managed EDI services and trading partner networks that compete head-on with Cleox's CIC platform (Cleox publishes explicit OpenText comparison content).
• IBM Sterling: IBM's B2B integration, managed file transfer, and supply chain suite, directly competing with Cleox in EDI, MFT, and partner onboarding; Cleox runs explicit IBM comparison pages indicating direct overlap.
• MuleSoft (Salesforce): Enterprise iPaaS leader for API-led integration, increasingly competing with Cleox in API/REST B2B workflows, ERP connectivity, and supply chain integration as customers shift from EDI to API.

Emerging players

• Orderful: Cloud-native EDI modernization platform targeting the same EDI replacement opportunity that Cleox positions against, with API-first architecture appealing to digitally transforming supply chain teams.
• Workato: Enterprise automation and iPaaS platform expanding into supply chain and EDI workflows, increasingly competing with Cleox in API-led B2B integration and partner onboarding.

Broad incumbents

• SAP Business Network / Integration Suite: Broader enterprise platform with deep ERP integration, B2B/EDI capabilities, and a large installed base. Competes with Cleox for large enterprise supply chain integration deals, especially where SAP S/4HANA is the system of record.
• Oracle Integration Cloud / NetSuite: Oracle's integration cloud plus NetSuite's ERP suite offer EDI and B2B capabilities that overlap with Cleox; Cleox even has a NetSuite partnership, indicating direct competition alongside collaboration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/moveviewact
• Facebookfacebook.com/cleocommunications
• LinkedInlinkedin.com/company/cleo-communications

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds4 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cleo