Incoming documents are simply being forwarded to Workist. Workist can process a variety of formats (PDFs, Excel files, and plain-text emails).
Workist intuitively extracts all relevant data from your documents by recognizing patterns and layouts.
Workist validates the information from your documents with your master data – to guarantee accurate extraction.
Workist easily transfers data output to any ERP or CRM system through standard connections like EDI or API.
Whether simple e-mail forwarding or automatic workflow - Workist is now your central interface for all documents.
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.
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.
“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.”
Offer best-in-class service and rapid response times without affecting your client’s order experience
Cut processing time by up to 95%, allowing more focus on value-driven tasks like customer service, sales, and growth initiatives
Workist paves the way for scalable growth. Overcome skilled labor shortages while ensuring a future-proof, competitive edge
In just 2 days, Workist is ready for use. The plug-and-play approach eliminates the need for prior training or extensive IT projects
Workist works. Regardless of the used ERP system, file formats, document layout or language.
Built on 3M+ successfully processed docs, Worki uses machine learning to learn from user input, mastering even the most unique challenges