Official Sage Tech Partner
OMR Reviews • 4,8 ★
150+ industry leaders trust Workist
Official Sage Tech Partner
The AI solution for Sage 100. Workist handles order entry, quote creation, and inquiry processing through AI document processing. When something's unclear, the agent asks instead of guessing.
Two core use cases for AI document processing in Sage 100, in production at customers like Primavera and Folia.
Three minutes: from incoming PDF to booked sales order in Sage 100.
The agent follows a clear flow. Every step is transparent and traceable in the Workist dashboard.
Emails arrive automatically in the Workist Smart Inbox or are forwarded to the agent. PDF, Excel, and EDI attachments are processed directly.
The agent reads header and line items contextually. Independent of layout, language, or supplier.
Customer, item, delivery address, and project lookup against your Sage 100 master data. When something's unclear, the agent asks instead of guessing.
A sales order or quote (VK-Beleg) is created via API in Sage 100. Workist stores the document number for full traceability.
Three things that set Workist apart from OCR, RPA, and middleware solutions as an AI solution for Sage 100.
Workist is an official Sage Tech Partner and AI specialist for Sage 100. The integration runs through the SAGE Connectivity Gateway with OAuth 2.0. Master data via API pull, order creation via API push, with no custom code changes in the Sage tenant. All custom fields are taken into account.
Customers, items, delivery addresses, contacts, and projects are synced overnight. Validation runs against your live master data, including all your custom fields.
As soon as a sales order is created in Sage 100, Workist stores the document number. Full traceability: which order from Workist became which sales order in Sage 100.
"We've actually managed to get more than half, 55%, of the orders we process through Workist to flow fully automatically into Sage."
The seven questions Workist prospects ask most often about Sage 100.
Workist processes sales documents using AI: orders, inquiries, and price requests from email or PDF are extracted by the AI agent, validated against Sage 100 master data, and posted as a sales order or quote (VK-Beleg) in the ERP. The integration runs through the SAGE Connectivity Gateway with OAuth 2.0. Workist is an official Sage Tech Partner.
Workist is a Sage Tech Partner. The integration runs through the SAGE Connectivity Gateway over HTTPS REST API with OAuth 2.0 (Authorization Code or Client Credentials). Your Sage partner installs the Connectivity Gateway plus the Workist development packages in the Sage tenant, no custom code changes to the Sage core.
Creates: sales orders and quotes (VK-Belege) via API in Sage 100. Reads: customers, contacts, items, delivery addresses, and projects are used for validation against master data. Workist stores the returned document number for full traceability.
At minimum Sage 100 version 9.0.8. Earlier versions don't support the Sage Connectivity Gateway API to the required extent.
No. Your Sage partner installs the SAGE Connectivity Gateway as well as the Workist development packages in the tenant. The Sage core stays untouched. Minimal additional licensing costs for the gateway may apply.
Typically a few weeks. Your Sage partner sets up the gateway, Workist provides the packages and configures the integration. Master data is synced overnight via job, sales orders are created in Sage 100 immediately after completion in Workist.
EU hosting. SOC 2 Type II certified, GDPR compliant, data processing agreement available. Workist handles maintenance and compatibility on Sage API updates, included in your Workist package.
