Workiro customer profiles

Trusted by 65k+ Professionals

Award-Winning
Document Management
100% Inside Of NetSuite

Typically frees 19 working days PER employee.
Plus unlimited data – all inside NetSuite.

Get Your Free NetSuite ROI Score

Book 15-Min Expert Chat

Winner of NetSuite Partner Of The Year 2022 For NetSuite

Testimonial Workiro User – 53% cost reduction

Testimonial Workiro User – 220% more output

Testimonial Workiro User – 100% trust in our systems

PRODUCTIVITY

Typically saves 3 hours weekly per employee – that's 19 days a year.

Less than one minute search in Workiro document management

<1 Min Search

Powerful company-wide search inside NetSuite – including PDFs & email.

= More Time Back

AI filing in Workiro document management

Instant AI Filing

Auto-file files to the right NetSuite record: project, customer & entity.

= Less Manual Admin

1 click approvals in Workiro document management for NetSuite

1-Click Approvals

eSignatures inside NetSuite – including read-receipts.

= Faster Turn-arounds

Edit microsoft documents, excel and PDF's in Workiro document management for NetSuite

Live File Collabration

Securely share files and work with customers on live PDFs, docs, sheets.

= Faster Job Output

The Data Shows We Cut The Time To Find The Right File By Up To 97%

OLD WAY

10.5 MIN

To find a specific file.

OLD WAY

45.2 MIN

To find a file with email context

WITH WORKIRO

1 MIN

To find a specific file.

COMPLIANCE

Priceless protection – safeguard your business, and your job.

Capture emails in NetSuite

Email Capture

Capture & file emails in NetSuite for customer continuity & legal protection.

= Reduce Staff Leaving Risk

Tag all your files and emails in NetSuite

Everything Tagged

All your files tagged with AI, with clear audit-logs in NetSuite.

= 24/7 Audit-Ready

Version control in NetSuite

Version Control

1 version of each file, with historical edits saved to the right NetSuite record.

=No 'final20.pdf' Confusion

eSignatures in NetSuite

eSign In NetSuite

Court-admissible eSignatures directly from NetSuite.

= Legal Agreements

Showing the document management security certifications for Workiro including ISO, GDPR and SOC 2

Reduces Compliance Stress In NetSuite In Significantly Less Time

Certified: ISO 27001, GDPR, CCPA/CPRA, HIPAA, SOC 2 (SOON)

OLD WAY

Risky file sharing over email,
time-intensive filing,
broken audit trails.

WITH WORKIRO

Secure links & workflows, everything auto-files, uniquely matches NetSuite permissions.

SCALE

Unlock unlimited
data in NetSuite

Infinite Storage & AI-Filing

AI capturing emails and files from across the business and filing them to the correct record in NetSuite

UNREAL PRICING

Workiro gives you back 19 lost workdays per employee, every year – with zero risk.

Risk Free: with free implementation, training & migration always included for teams of 10+ users.

DOCUMENTS

BILLED ANNUALLY FROM

£35 Per User / Month

Unlimited Storage

Unlimited file sizes

Unlimited customer sharing

Unlimited templates

24/7 NetSuite FileSync

AI Doc Intelligence

SECURE: ISO 27001, GDPR, CCPA/CPRA, HIPAA

Book A 15-Min Chat

Over 100 users? Get In Touch

eSIGNATURES

BILLED ANNUALLY FROM

£20 Per User / Month

Unlimited eSignatures

Native in NetSuite

Real time comments & collaboration

Legally binding

Book A 15-Min Chat

Over 100 users? Get In Touch

24/7 FileSync to NetSuite

PLUS: 24/7 NetSuite FileSync™ Included – saving £10k’s

TRY IT OUT

See if you can spot Workiro – 100% embedded in NetSuite

Nobody wakes up wanting to manage their files and emails

there’s a better way to work

Book A 15-Min Discovery Call

Or Get Your Free NetSuite ROI Score Here