paperwork ▪ bot
AI that handles your paperwork the way your team does.
Grounded in your SOPs and approvals, bots follow your business logic from intake to delivery — turning paperwork into validated updates across systems and removing manual entry.
Built on Industry Leading AI Models From
"Some of our suppliers still email PDF invoices — not everyone is EDI-ready. Paperwork bridges the gap, automatically turning those email attachments into validated EDI documents that our ERP can understand."
Daniel LaBare
CTO, FinditParts
How It Works
Ingest
Documents flow in automatically from any source your trading partners use.
Email Inbox
Monitor dedicated inboxes and automatically process incoming documents.
Hosted FTP/SFTP
We host your FTP server with full notifications when files arrive.
EDI Integration
Enable EDI for non-technical trading partners who only send PDFs.
API & Webhooks
Connect directly with your existing systems via REST API.
Process
AI bots extract, validate, and route documents according to your rules.
Data Extraction
AI extracts structured data from any document format with validation.
Knowledge Base
Ground bots in your SOPs and reference documents for accurate decisions.
Web Research
Bots can search the web to verify information and enrich data.
Human Review
Route exceptions to the right team members for approval.
Integrate
Validated data flows directly into your ERP and business systems.
EDI Generation
Generate EDI transactions (810, 850, 856) for ERP import.
Inventory Feeds
Normalize supplier inventory, pricing, and catalog data in any format.
Contact Management
Maintain a synchronized contact book across all your systems.
Format Conversion
Convert between CSV, Excel, EDI, PDFs, and custom templates with field mappings.
Approvals
Built-in approval workflows with optional eSignature support.
Custom Integration
Connect to any ERP via our flexible integration framework.
Built for Your Industry
Paperwork automation tailored to the documents and workflows that matter most to your business.
Finance & Accounts Payable
Automate invoice processing, 3-way matching, and approval workflows. Convert emailed PDFs to EDI-ready data for your ERP.
Supply Chain & Procurement
Enable EDI for non-technical trading partners. Normalize inventory feeds, price sheets, and shipping documents automatically.
Operations & Compliance
Streamline inspections, certifications, and compliance documentation with intelligent routing and approvals.
Smart Features
Purpose-built automation for messy, high-volume paperwork.
AI Data Extraction
Extract structured data, then map and convert it into the formats your systems expect.
{
"invoice_number": "INV0000123",
"purchase_order_number": "PO12345678",
"subtotal_amount": 639.21,
"invoice_amount": 690.35,
"due_date": "2024-08-10",
...
}
Intelligent Task Assignment
Bots follow your pre-programmed instructions and intelligently assign tasks to the right team members.
Smart Inbox
Send or CC documents to your Paperwork inbox to process them automatically to your rules.
Decision Support
Bots evaluate workflows, make recommendations, and flag exceptions for review.
Contact Management
Automatically create, sync, and integrate contacts across your CRM, ERP, and supplier systems.
FTP & EDI Pipelines
Move files through FTP/SFTP and generate EDI outputs on schedule or event.
