Instant NetSuite Transaction Matching
Automatically link NetSuite transactions to the right customer records. Access this organized information from any device, from anywhere.
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.
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.
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.
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