AI that turns everyday tasks into automated workflows.
From reading files and emails to triggering actions, Workbox automates the work that slows you down.
Workflows fully automated from input to action
Data accuracy across mixed formats
Smarter Than Just Parsing
Understands, Not Just Extracts
- Workbox goes beyond surface-level data, grasping context, priorities, and intent to make smarter decisions.
- It interprets contextual cues to apply business logic—like calculating timelines or recognizing tax rules—without needing hardcoded instructions.
- This reduces manual effort, prevents errors, and speeds up decision-making across your workflows.
Human-in-the-Loop by Design
Learns as You Work
Built Around Your Processes
Understands, Not Just Extracts
Workbox goes beyond surface-level data, grasping context, priorities, and intent to make smarter decisions.
It interprets contextual cues to apply business logic—like calculating timelines or recognizing tax rules—without needing hardcoded instructions.
This reduces manual effort, prevents errors, and speeds up decision-making across your workflows.
Human-in-the-Loop by Design
When in doubt, Workbox checks with you, keeping humans in control while reducing errors.
It pauses automation when confidence is low, flags uncertain fields, and asks for your input—ensuring accuracy without breaking the flow.
This builds trust, improves reliability, and keeps automation aligned with human judgment.
Learns as You Work
Every interaction makes Workbox smarter, continuously refining how your workflows run.
It remembers your corrections—like preferred field formats or vendor-specific variations—and improves future results automatically.
This leads to faster processing, fewer repetitive edits, and a system that adapts to your way of working.
Built Around Your Processes
No rigid templates. Workbox moulds to your existing workflows—fully customisable and enterprise-ready.
It adapts to your rules, layouts, and naming conventions—whether you're automating invoice reviews or quality checks.
This means faster adoption, minimal change management, and automation that truly fits your business.
Workbox for Supply Chain & Logistics
Quotations
Extract pricing and terms instantly for faster freight quote comparisons
Invoices
Capture key billing details and streamline accounts payable processing
Bills of Lading (BOL)
Read and record shipping terms, cargo data, and consignee info
Consignment Notes
Digitize and validate shipping details for transparent tracking
Packing Declarations
Automate data extraction to speed up customs clearance
Certificates of Analysis
Verify and archive quality assurance data without manual checks
Workbox for Supply Chain & Logistics
Quotations
Extract pricing and terms instantly for faster freight quote comparisons
Invoices
Capture key billing details and streamline accounts payable processing
Bills of Lading (BOL)
Read and record shipping terms, cargo data, and consignee info
Consignment Notes
Digitize and validate shipping details for transparent tracking
Packing Declarations
Automate data extraction to speed up customs clearance
Certificates of Analysis
Verify and archive quality assurance data without manual checks
Workbox for Manufacturing
Purchase Orders (POs)
Automatically pull order details to speed up procurement cycles
Work Orders
Route tasks and track execution status with zero data entry
Quality Control Checklists
Check compliance fields and flag deviations instantly
Equipment Maintenance Logs
Record service data and monitor recurring maintenance
Material Safety Data Sheets (MSDS)
Extract hazard data for safe handling and storage
Technical Drawings
Capture key specifications to support production planning
Workbox for Retail
Planograms
Analyze layout compliance and flag mismatches in real time
Vendor Invoices
Match orders to billing with minimal manual review
Delivery Receipts
Verify goods received and reconcile discrepancies automatically
Product Catalogues
Extract SKUs, descriptions, and categories for fast onboarding
Price Lists
Pull pricing data at scale to update internal systems
Inventory Reports
Convert raw counts into actionable stock updates across locations
The Workbox Advantage
Built for real-world operations, Workbox goes beyond data parsing to deliver smart, scalable workflow automation - designed to fit your business, not force you to change it
Why Teams Love Workbox
Real teams. Real workflows. Real results. Discover how Workbox transforms everyday operations across finance, logistics, retail, and procurement.
Easily Fits Into Your Tech Stack
Workbox seamlessly integrates with all the popular apps and platforms. Effortlessly export your data to Excel.
From our blog
FAQs
What exactly does Workbox automate?
Workbox automates repetitive tasks across your workflows—like reading emails, processing purchase orders, extracting key data from PDFs, and triggering follow-up actions. It's built for intelligent document processing, not just file reading.
Is Workbox just a document parser or PDF tool?
No. Workbox does far more than parse PDFs. It uses OCR with AI to understand content, extract context, and automate workflows—from approving freight quotes to processing invoices or verifying planograms.
Can Workbox handle logistics documents like the bill of lading?
Yes. Workbox is designed to read and process logistics documents including the bill of lading form, customs declaration, and related shipping paperwork—saving teams hours of manual work.
How does Workbox support finance workflows like invoicing or accounts payable?
Workbox streamlines tasks like invoice capture, matching quotes to invoices, and managing accounts payable and receivable—all within a single flow. It works well as a best-in-class invoice automation software for teams looking to move fast and reduce errors.
Can Workbox handle both purchase orders and proforma invoices?
Yes. Whether it’s a standard PO or a proforma invoice, Workbox can identify, extract, and route the relevant data to the right system—ideal for teams using purchase order software or managing vendor flows at scale.
Does Workbox integrate with our existing business process tools?
Absolutely. Workbox complements your current setup—whether you're using ERP, CRM, or business process management tools. It's a flexible layer of AI-powered business process automation, not a system overhaul.
What makes Workbox different from traditional business automation software?
Unlike static automation tools, Workbox uses AI to adapt, learn from human input, and improve over time. It's built for modern business automation where workflows aren't always linear and data comes in many forms.
How secure is Workbox for handling sensitive business documents?
Workbox follows strict security protocols including encryption and role-based access controls, making it safe for processing financial data, logistics documents, and other confidential records.