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.
New email from Acme Freight Co. in the AP shared inbox
Recognized the sender in your contact book CONTACT-58 and matched open order PO-7731
Paused — your rules say amounts over $10,000 need a person
Action required Approve amount over the $10,000 limit Assigned to AP TeamWorkflow completed — generated EDI 810 and delivered it to the ERP
Objectives
Extracted data
Monthly statement received from Beacon Building Services
Checked all 96 line items against the ERP TASK-2563
82 matched 14 exceptions 0 errorsWorked the exceptions — most weren’t invoices at all:
11 mapped automatically — 3 left for your team
Routed what’s left to your team
Resolve 3 exceptions TASK-2564 Assigned to AP TeamWorkflow completed — exceptions report delivered to the AP team
Objectives
Extracted data
Heads up — Lakeside Catering’s insurance certificate expires in 18 days
Emailed the vendor for a renewal — it will follow up until one lands
Renewal came back — extracted the new policy and checked it against your rules
Coverage $1,000,000 ✓ Expires Jun 30, 2027 ✓Workflow completed — contact record updated, next check scheduled
Objectives
Extracted data
Purchase order from a sender you haven’t seen before
No contact on file — matched the ship-to address to an existing account and saved the sender
Read 14 free-text lines and mapped them to your catalog:
12 exact matches, 2 close — confirmed against past orders
Workflow completed — sales order created in the ERP
Objectives
Extracted data
Your purchasing team asked for a new vendor — meet Juniper Print Co.
Assigned the paperwork to the contact — the agent does the chasing, not your team
Provide W-9, COI, and banking details TASK-3105 Assigned to Juniper Print Co.They uploaded everything two days later — extracted and checked it overnight
W-9 complete ✓ COI on file ✓ Banking details → human reviewWorkflow completed — vendor synced to the ERP, ready for a first PO
Objectives
Extracted data
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.
