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Workist

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End-to-End AI Document Processing for Sales and Procurement

Category: Productivity Gain

What is Workist ?

Workist is an AI-driven solution designed to automate the processing of business documents such as orders, invoices, and inquiries. By capturing, validating, and transferring data directly into ERP systems, Workist eliminates manual data entry, reduces errors, and accelerates document handling processes. Its AI, known as Worki, can intuitively understand various document layouts and languages, ensuring seamless integration into existing workflows without the need for prior training.

Workist Features:

  • End-to-End Automation: Automates the entire document processing workflow—from receiving documents via email to transferring data into ERP systems—streamlining operations and reducing manual intervention.
  • Seamless ERP Integration: Compatible with major ERP systems like SAP, Microsoft, Oracle, and Sage, ensuring smooth data transfer and system compatibility.
  • Intuitive Document Understanding: Worki can interpret documents in over 60 languages and various layouts without prior configuration, thanks to its experience processing over 3 million documents.
  • Precise Data Validation: Validates extracted data against master data to ensure accuracy before integration into ERP systems, reducing the risk of errors.
  • Human-in-the-Loop: In cases of uncertainty, Worki prompts for human assistance, allowing users to review and correct data through an intuitive interface, combining automation with human oversight.
  • Scalable Integration: Supports various file formats including PDFs, emails, and Excel sheets, and offers APIs for custom integrations, making it adaptable to different business needs.

Workist Benefits:

  • Significant Time Savings: Automating document processing can lead to up to 90% time savings, allowing teams to focus on strategic tasks.
  • Error Reduction: By validating data against master records, Workist reduces errors by up to 80%, enhancing data reliability.
  • Enhanced Operational Efficiency: Streamlines workflows, reduces manual workload, and accelerates document handling processes.
  • Future-Proof Solution: Adapts to varying document formats and languages, ensuring scalability and long-term usability.

Use Cases:

  • Sales Order Processing: Automate the extraction and entry of sales orders into ERP systems, reducing manual effort and processing time
  • Procurement Document Handling: Streamline the processing of purchase orders and invoices, ensuring timely and accurate data entry.
  • Customer Inquiry Management: Efficiently process and respond to customer inquiries by automating data extraction and routing.
  • Wholesale and Manufacturing Operations: Enhance document processing efficiency in industries with high volumes of transactional documents

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