Illustration featuring the Workist mascot. Various document formats such as PDF and emails are shown on the left side, flowing into the Workist mascot. The mascot processes these formats into EDI, API, and XML, which then integrate seamlessly with ERP systems such as SAP, Microsoft, Sage, Oracle, ProAlpha, and Abas ERP on the right side. This image highlights the capability of Workist to convert and integrate various document formats into different ERP systems efficiently.

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With little effort to automatic order processing

Type less, automate easily. With Workist
Step 1

Forward to Workist

Incoming documents are simply being forwarded to Workist. Workist can process a variety of formats (PDFs, Excel files, and plain-text emails).

Illustration showing multiple documents being forwarded towards the Workist mascot, representing the first step in the Workist workflow where documents are forwarded to Workist for processing. The mascot is positioned at the bottom right, ready to receive and handle the incoming documents. This image emphasizes the initial action of forwarding documents to the Workist system for further processing.
Step 2

Extract the data

Workist intuitively extracts all relevant data from your documents by recognizing patterns and layouts.

Illustration of the Workist software analyzing a digital document containing company data, billing address, and line items. The Workist mascot or symbol is positioned to the right of the document, pointing towards a section labeled "Analyzing...". This image illustrates the process of business document analysis by the Workist software.
Step 3

Validate the data

Workist validates the information from your documents with your master data – to guarantee accurate extraction.

Illustration of the Workist software validating extracted data with the ERP's master data. A stylized Workist mascot is shown on the left, with a question mark indicating data analysis. The mascot points towards an ERP system represented by a database icon on the right, with a checkmark indicating successful validation. Below, the document sections display various data fields with checkmarks, signifying that the extracted data has been verified against the ERP's master data.
Step 4

Transfer to your ERP system

Workist easily transfers data output to any ERP or CRM system through standard connections like EDI or API.

Illustration of the Workist software transferring extracted and validated data to various ERP systems. On the left, a stylized Workist mascot holds a data cube. Arrows from the mascot point to three labeled data transfer methods: EDI, API, and XML. These methods connect to logos of different ERP systems on the right, including SAP, Microsoft, Sage, Oracle, PRO ALPHA, and abas ERP, indicating the integration of data into these systems.
Illustration showing multiple documents being forwarded towards the Workist mascot, representing the first step in the Workist workflow where documents are forwarded to Workist for processing. The mascot is positioned at the bottom right, ready to receive and handle the incoming documents. This image emphasizes the initial action of forwarding documents to the Workist system for further processing.
Illustration of the Workist software analyzing a digital document containing company data, billing address, and line items. The Workist mascot or symbol is positioned to the right of the document, pointing towards a section labeled "Analyzing...". This image illustrates the process of business document analysis by the Workist software.
Illustration of the Workist software validating extracted data with the ERP's master data. A stylized Workist mascot is shown on the left, with a question mark indicating data analysis. The mascot points towards an ERP system represented by a database icon on the right, with a checkmark indicating successful validation. Below, the document sections display various data fields with checkmarks, signifying that the extracted data has been verified against the ERP's master data.
Illustration of the Workist software transferring extracted and validated data to various ERP systems. On the left, a stylized Workist mascot holds a data cube. Arrows from the mascot point to three labeled data transfer methods: EDI, API, and XML. These methods connect to logos of different ERP systems on the right, including SAP, Microsoft, Sage, Oracle, PRO ALPHA, and abas ERP, indicating the integration of data into these systems.

Software functional in 2 days

No extensive IT project necessary: thanks to state-of-the-art EDI technology and our plug-and-play approach, you can integrate Workist seamlessly into all common ERP systems. Direct, fast and uncomplicated.
Set up document transfer

Whether simple e-mail forwarding or automatic workflow - Workist is now your central interface for all documents.

Create master data export

Workist uses master data to validate, automatically correct and complete incoming documents. To do this, we regularly need up-to-date data. Simply set up an export job in the ERP to provide Workist with a CSV. Alternatively, you can use the Workist API directly.

Configure results import

Workist provides the results as XML or directly via API. You can retrieve the result from an SFTP server and/or import it into the ERP system via EDI or API interfaces. You can also use a workflow to retrieve the original document for archiving.

Illustration depicting step 1 of the Workist technical implementation: setting up document transfer. On the left, an icon of a factory represents the origin of documents. Below the factory, icons show various document types, including images, emails, and calculators, all leading to a PDF icon. Arrows from the PDF icon point to a stylized Workist mascot on the right, holding a data cube, indicating Workist as the central interface for document processing.Illustration depicting step 2 of the Workist technical implementation: creating master data export. In the center, a stylized Workist mascot is shown holding a data cube and reading a document. Surrounding the mascot are icons representing various ERP systems, including Microsoft, SAP, Oracle, Infor, proALPHA, and abas ERP. Arrows point from each ERP system towards the mascot, indicating the creation and centralization of master data exports from these systems into Workist.Illustration of the Workist software transferring extracted and validated data to various ERP systems. On the left, a stylized Workist mascot holds a data cube. Arrows from the mascot point to three labeled data transfer methods: EDI, API, and XML. These methods connect to logos of different ERP systems on the right, including SAP, Microsoft, Sage, Oracle, PRO ALPHA, and abas ERP, indicating the integration of data into these systems.

“Before Workist, we were dealing with an order backlog of 300 unprocessed documents. We had a solution in place, however it was static, and needed constant quality assurance; there were always errors to review.”

Projekt Manager IT

Brennenstuhl

Why you should bet on Workist AI

How procurement and sales teams benefit from Workist
Improved customer experience

Offer best-in-class service and rapid response times without affecting your client’s order experience

Minimized time investment

Cut processing time by up to 95%, allowing more focus on value-driven tasks like customer service, sales, and growth initiatives

Future proof growth

Workist paves the way for scalable growth. Overcome skilled labor shortages while ensuring a future-proof, competitive edge

Effortless connectivity

In just 2 days, Workist is ready for use. The plug-and-play approach eliminates the need for prior training or extensive IT projects

Seamless compatibility

Workist works. Regardless of the used ERP system, file formats, document layout or language.

Continuous improvement

Built on 3M+ successfully processed docs, Worki uses machine learning to learn from user input, mastering even the most unique challenges

Real stories, real successes

How our customers benefit from using Workist to automatically process their documents

Transform your document processing

Say goodbye to inefficient and error-prone document processing. Get started now with Workist and make better use of your time.