Automatic Celigo Integration

Easily connect NetSuite and Workiro using Celigo. Automatically transfer customer and transaction data, making your work smoother and more efficient.

Instant NetSuite Transaction Matching

Automatically link NetSuite transactions to the right customer records. Access this organised information from any device, from anywhere.

A visualisation of information flowing between Workiro and NetSuite

Easy Collaboration Inside and Outside NetSuite

Use a simple interface to find and work together on records. Collaborate easily with team members, customers, and suppliers, whether you're in NetSuite or not.

NetSuite and Workiro in the centre surrounded by all the Workiro product features

Smart Record and Relationship Management

Automatically sync new relationships from NetSuite to Workiro, creating a central hub for all customer and transaction information. This seamless integration enables your team to collaborate more effectively, access comprehensive customer profiles, and manage business relationships with ease. With all relevant data in one place, you'll have a complete view of each customer interaction and transaction, enhancing your ability to provide top-notch service and make informed business decisions.

Workiro and NetSuite in the centre surrounded by stakeholders and customers all feeding into both apps.

Secure Document Storage in NetSuite

Automatically save and manage copies of important documents in NetSuite with unlimited storage capacity. Keep Sales Orders, Purchase Orders, and Invoices safe, version-controlled, and easily accessible as they move through your system. Benefit from a complete audit history, ensuring you can track changes and maintain compliance effortlessly.

An image of the Workiro modal within NetSuite alongside documents

Workiro and NetSuite in the centre surrounded by stakeholders and customers all feeding into both apps.

FAQ’s

Get more from your software

Enhance document management
Store and manage documents securely, with features like version control and collaborative editing. ​
Streamline communication
Centralise communications, including emails and instant messaging, directly from your existing software. ​
Automate workflows
Implement automated workflows for tasks such as approvals and document routing, reducing manual intervention.
Ensure compliance
Maintain an auditable trail of all interactions and document changes, aiding in regulatory compliance. ​
PLUS Workiro gives you native e-signing, automatic email capture, as well as PDF markup and Office 365 Collaboration for increased productivity.
"Workiro has made my working day much more productive!"
Adam Elliott
Head of Resourcing
Socitm Advisory