Managing Documents Across Multiple Systems

Can't Find Essential Information When You Need It?

Professionals waste up to 20% of their workday searching for information across multiple systems, making it impossible to maintain a single source of truth.

Learn how to unify your business documents across your critical systems with document management software that works the way you do.

The Problem: Mission-Critical Information Missing in Action

You’re looking for a customer contract, a signed agreement, a critical report… And it’s somewhere. Just not where it should be.
Your Critical Documents Are Scattered Everywhere
  • Your business information lives in multiple disconnected locations by default
  • There's no single source of truth that integrates with your core business systems
  • Your team wastes countless hours trying to find what they need
  • Your files are scattered across: SharePoint, OneDrive, Google Drive, ERPs, CRMs, Email inboxes, Slack and Teams chats, Local desktop folders

"Workers spend an average of 28 minutes per day recreating documents that exist but can't be found." (Nintex Workplace 2020 Study)

The Real Cost of Document Fragmentation

When your documents live in multiple systems, your business pays the price:

Uncertainty

Critical context is lost between systems, leading to confusion between colleagues, clients, and third parties.

Wasted Time

Teams spend hours searching for information instead of using it.

Duplicated Effort

The same document exists in multiple versions across different systems.

Security Risks

Sensitive information lives in unsecured locations.

Damaged Relationships

Teams can't deliver the responsive service clients expect.

These challenges aren't just inconvenient - they create compliance risks and potential liability.

The Solution: Unify Your Business Systems

One Connected Source of Truth

Workiro creates a single, unified document ecosystem that connects with your core business systems:

  1. System Integration First: Workiro bridges NetSuite, Microsoft 365, Salesforce and other core business applications, eliminating information silos.
  2. Find Everything Instantly: Powerful global content search and smart tagging finds documents regardless of where they originated or who created them.
  3. Access From Anywhere: Work with documents directly from your mobile app, or any browser - no switching required.

Smart Organisation Without Traditional Folders

Workiro goes beyond traditional document management with intelligent organisation:

Automatic Organisation

Documents are intelligently categorised and linked to the right business records without manual intervention.

Smart Structure Without Folders

Move beyond traditional folder limitations with relationship-based document organisation.

Dynamic Updates

When information changes in your business systems, related documents automatically update to maintain accuracy.

We enhance the world's leading software

NetSuite colour logoCeligo logoOutlook iconPowerPoint iconWord iconExCel iconGlide logoCloudTamers logoTurnkey logoXero logoTaxCalc, tax
and accountancy software logoSalesforce logo
NetSuite colour logoCeligo logoOutlook iconPowerPoint iconWord iconExCel iconGlide logoCloudTamers logoTurnkey logoXero logoTaxCalc, tax
and accountancy software logoSalesforce logo
When I needed a document, I often need it immediately. It is fundamental to our business, and Workiro hasn’t let me down."
Andy Holland
Managing Director - Medical Assurance Bureau

Why Workiro is Different

Truly Centralised
One connected, secure location for every document - no matter which system, tool, or team it started in.
Embedded where you work
Smart folders and documents are accessible directly inside NetSuite, Salesforce, HubSpot, and Microsoft tools like Outlook, Word, Excel, and PowerPoint.
Organised by relationships, not folders
Workiro replaces outdated folder structures with smart tagging, linking files automatically to customers, projects, services, transactions, and more - so documents stay organised around the work that matters, not buried in silos.
Seamless across every device
Access files securely from any device via browser, desktop apps for Windows and Mac, or beautiful native mobile apps for iOS and Android.
PLUS Workiro gives you native e-signing, automatic email capture, as well as PDF markup and Office 365 Collaboration for increased productivity.

Book a personalised discovery call

Take control of your files

  • Stop wasting time searching.
  • Stop duplicating files.
  • Stop losing critical information.

Book today to see how Workiro transforms document management for your business.