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From inbox to ERP
Workist automates the entire process from the inbox to the ERP, including email inquiries and phone orders.
In short: Workist or Conexiom?
Both capture incoming orders automatically and transfer them to the ERP. These are the advantages of Workist:
Human-in-the-Loop
Your team reviews unclear cases with one click. The AI learns from every correction.
Built for DACH ERPs, data in Frankfurt
Workist is built for SAP, proALPHA, abas and Sage and hosts in Frankfurt and is SOC 2 Type II certified.
When Conexiom fits
Conexiom is a natural choice if you sell mainly in North America and use a distribution ERP such as Epicor Prophet 21.
Workist vs. Conexiom at a glance
The key differences across nine criteria.
| Criterion | Conexiom | |
|---|---|---|
| Focus | Sales back office of manufacturers and wholesalers in DACH and the US | Order automation for manufacturers and distributors, focus on North America |
| Input channels | Email, PDF, fax, Excel, phone (Voice Agent) | Email and order documents in almost any format |
| Approach | AI agent from inbox to ERP, human-in-the-loop | Automated processing aiming for no-touch, corrections via Conexiom Assist |
| Validation | Matching against ERP master data (customers, items, terms) | Matching against business rules and master data |
| ERP systems | 40+ integrations, incl. SAP, Microsoft Dynamics, Oracle NetSuite and Sage. Further ERP systems via the Workist REST API. | 40+ integrations, incl. SAP, Oracle, Microsoft, Epicor, Infor, Sage |
| Implementation | 30 days on average | 30 days on average |
| Hosting and compliance | EU (Frankfurt), SOC 2 Type II, GDPR-compliant, DPA | Microsoft Azure Cloud |
| Pricing | On request · Core, Professional and Enterprise plans, tiered by document volume, users and teams | On request · individual quote, no public plans |
| Reviews | 4.8 out of 5 (OMR Reviews) | 4.6 out of 5 (G2) |
When is Workist the better Conexiom alternative?
Workist is the better fit for manufacturers and wholesalers in the DACH region who want to get orders and inquiries from email, PDF and phone into the ERP without manual typing, while keeping control over every order.
From inbox to ERP
You want to automate the entire way from inbox to ERP
Workist reads incoming emails, recognizes the request and creates orders and inquiries as sales orders or quotes in the ERP. The Voice Agent also takes phone orders, even outside business hours.
ERP integration
You work with SAP, Microsoft Dynamics, Infor or Sage
Workist connects to the ERP systems common among German mid-sized companies, via native API, file interface or middleware such as Lobster or Seeburger.
Data protection
Your data should stay in Germany
Workist hosts in Frankfurt, is SOC 2 Type II certified and works in compliance with GDPR. Master data is only read for validation and is not used for AI training.
Human-in-the-Loop
Your team wants to stay in control
Unclear cases go to your team for approval. Only checked orders are posted, and the AI learns from every decision.
When is Conexiom the better fit?
Conexiom is the better fit if your business operates mainly in North America and uses a distribution ERP such as Epicor Prophet 21 or Eclipse. Conexiom has a strong presence there and many prebuilt integrations. If you sell mainly in the DACH region and work with SAP, proALPHA, abas or Sage, Workist is the more natural choice.
What sets Workist apart from Conexiom?
AI instead of templates: Workist recognizes new document layouts without templates and matches every line item against your ERP master data.
- 200+
- customer projects
- 96%
- less time per order
- 15M+
- processed transactions
How does Workist process an order?
From receipt to the finished sales order in the ERP in five steps.
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The order arrives
Orders reach Workist by email, PDF or phone , in any format.
-
The AI extracts the data
Workist recognizes customer, line items, quantities, prices and delivery dates, even with new document layouts.
-
Matching against your master data
Workist matches every line item against your customer and item master data in the ERP and catches errors.
-
Approval by your team
Unclear cases go to your team for review with one click. Only checked orders are posted.
-
The order lands in the ERP
The checked order is created automatically in your ERP , without manual typing.
How does switching to Workist work?
Switching to Workist takes four phases, usually within a few weeks.
Kickoff and master data
Define goals, document types and contacts. Workist reads the customer and item master from your ERP.
Configuration
Document types, fields and rules are set up for your processes.
Test with your orders
End-to-end test with your real orders before anything goes live.
Go-live
Workist takes over order entry, with final adjustments during live operation.
Test Workist with your own orders
See in a demo how Workist reads, checks and transfers your real orders to the ERP.
Human-in-the-Loop Interface
Machine Learning
Intuitive document understanding
Variant configurations
ERP master-data matching
Order-data validation
Seamless integration