Finance
Accounts Payable Agent
Processes invoices, receipts, approvals, payment packets, and exception queues.
Invoices
Approvals
EDI 810
ERP
paperwork ▪ bot
AI that handles your paperwork
the way your team does.
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.
Invoice Processing
Customer POs
Renewal Packets
Expense Receipts
Vendor & Supplier Onboarding
Tax Forms
Claims Packets
Contract Requests
Invoice Processing
Customer POs
Renewal Packets
Expense Receipts
Vendor & Supplier Onboarding
Tax Forms
Claims Packets
Contract Requests
Invoice Processing
Customer POs
Renewal Packets
Expense Receipts
Vendor & Supplier Onboarding
Tax Forms
Claims Packets
Contract Requests
Order Entry Automation
Spreadsheet Cleanup
Certificate Tracking
Account Updates
Bank Statement Reconciliation
ACH Remittance Advice
Support Forms
HR Onboarding Forms
Order Entry Automation
Spreadsheet Cleanup
Certificate Tracking
Account Updates
Bank Statement Reconciliation
ACH Remittance Advice
Support Forms
HR Onboarding Forms
Order Entry Automation
Spreadsheet Cleanup
Certificate Tracking
Account Updates
Bank Statement Reconciliation
ACH Remittance Advice
Support Forms
HR Onboarding Forms
Safety Data Sheets
Insurance Certificates
Policy Acknowledgements
Inspection Checklists
Work Orders
Real Estate Abstracts
File Format Conversion
Field Mapping Templates
Safety Data Sheets
Insurance Certificates
Policy Acknowledgements
Inspection Checklists
Work Orders
Real Estate Abstracts
File Format Conversion
Field Mapping Templates
Safety Data Sheets
Insurance Certificates
Policy Acknowledgements
Inspection Checklists
Work Orders
Real Estate Abstracts
File Format Conversion
Field Mapping Templates
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
From intake to delivery
Build agents around the paperwork paths your team already runs: collect the file, check the context, route exceptions, and sync the clean result.
Intake source
Agent inbox
Watch email, shared mailboxes, FTP/SFTP, EDI, upload forms, or API endpoints.
Document type
Classify
Identify the document, account, request type, and next workflow.
Business rules
Validate
Compare extracted data against SOPs, records, and approval rules.
Exception queue
Review
Assign exceptions, missing fields, approvals, and follow-ups.
System handoff
Sync
Send structured data to ERP, CRM, EDI, spreadsheets, or custom systems.
Agents for recurring paperwork across your business
Start with one workflow or combine several. Each agent can be tuned to your documents, approvals, systems, and handoff rules.
Sales Ops
Order Entry Agent
Turns emailed POs, quote requests, order forms, and customer updates into structured work.
POs
EDI 850
CSV
ERP
Admin
Vendor & Supplier Onboarding Agent
Collects tax forms, banking details, certificates, contracts, contacts, and approvals.
W-9/W-8
COI
Banking
ERP Sync
Shared Services
Document Intake Agent
Watches email, shared mailboxes, FTP/SFTP, EDI, upload forms, and API endpoints, then routes each file to the right workflow.
Email
FTP/SFTP
EDI
API
OCR
Accounting
Reconciliation Agent
Matches statements, remittances, invoices, payments, and open exceptions.
Statements
EDI 820
Exceptions
ERP
Operations
Operations Agent
Handles work orders, inspection forms, service reports, checklists, and status updates.
Work Orders
Inspections
PDFs
CSV
Compliance
Compliance Agent
Reviews certificates, licenses, policies, audits, renewals, and approval packets.
Certificates
COI
Audits
Renewals
Data Ops
Data Conversion Agent
Converts PDFs, CSVs, spreadsheets, EDI files, and custom templates into clean output.
PDF
CSV
EDI
XML
API
Useful across teams and industries
Common starting points for finance, operations, vendors, customers, and compliance work, all running on the same intake, review, and integration layer.
Finance & Accounting
Invoices, receipts, statements, payments, approvals, and reconciliation work.
Customer & Vendor Operations
Order forms, customer requests, vendor setup, supplier packets, and contact updates.
Operations & Compliance
Inspections, certificates, work orders, audit packets, renewals, and policy records.
What agents do inside a workflow
The same core actions work across finance, operations, compliance, sales, support, and admin teams.
Extract, check, and prepare structured data
Agents turn messy files into fields your team can approve and your systems can accept.
Route work that needs review
Missing data, approvals, and unclear matches become assigned tasks instead of silent blockers.
Run a shared agent inbox
Agents can monitor email, FTP/SFTP, EDI, uploads, forms, and API submissions from one intake queue.
Maintain a shared contact book
Connect documents, requests, approvals, and updates to the right customers, vendors, suppliers, and internal owners.
Track every workflow by status
Kanban-style lists make queues, reviews, EDI submission, vendor replies, and exceptions easy to scan.
Set access by role
Give finance, accounting, sales, operations, and read-only users the right level of control.
Send clean output anywhere
Generate import files, EDI, spreadsheets, contact updates, or API-ready payloads.
