Grounded in your SOPs and approvals, agents 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
Build agents around the paperwork paths your team already runs — collect, classify, validate, review, and sync.
Watch email, shared mailboxes, FTP/SFTP, EDI, upload forms, or API endpoints.
Identify the document, account, request type, and route to the right workflow.
Compare extracted data against your SOPs, records, and approval rules.
AI can make mistakes, so route uncertainty, approvals, and missing fields to people before sync.
Send structured data to ERP, CRM, EDI, spreadsheets, or custom systems.
Start with one workflow or combine several. Each agent can be tuned to your documents, approvals, systems, and handoff rules.
Processes invoices, receipts, approvals, payment packets, and exception queues.
Turns emailed POs, quote requests, order forms, and customer updates into structured work.
Collects tax forms, banking details, certificates, contracts, contacts, and approvals.
Watches email, shared mailboxes, FTP/SFTP, EDI, upload forms, and API endpoints, then routes each file to the right workflow.
Matches statements, remittances, invoices, payments, and open exceptions.
Handles work orders, inspection forms, service reports, checklists, and status updates.
Reviews certificates, licenses, policies, audits, renewals, and approval packets.
Converts PDFs, CSVs, spreadsheets, EDI files, and custom templates into clean output.
Common starting points for finance, operations, vendors, customers, and compliance — all on the same intake, review, and integration layer.
Invoices, receipts, statements, payments, approvals, and reconciliation work.
Order forms, customer requests, vendor setup, supplier packets, and contact updates.
Inspections, certificates, work orders, audit packets, renewals, and policy records.
The same core actions work across finance, operations, compliance, sales, support, and admin teams.
Agents turn messy files into fields your team can approve and your systems can accept.
Missing data, approvals, and unclear matches become assigned tasks instead of silent blockers.
Agents can monitor email, FTP/SFTP, EDI, uploads, forms, and API submissions from one intake queue.
Connect documents, requests, approvals, and updates to the right customers, vendors, suppliers, and internal owners.
Kanban-style lists make queues, reviews, EDI submission, vendor replies, and exceptions easy to scan.
Give finance, accounting, sales, operations, and read-only users the right level of control.
Generate import files, EDI, spreadsheets, contact updates, or API-ready payloads.
