PaperWise

PaperWise Symphony is a low-code process automation platform designed to optimize workflows and enhance productivity for businesses of all sizes. According to the vendor, the platform offers intelligent automation tools to streamline recurring and manual business processes. It caters to a wide range of professions and industries, including transportation, healthcare, franchisees, mortgage lenders, and any industry that requires efficient document management and workflow automation.

Key Features

Intelligent Capture: According to the vendor, PaperWise Symphony allows users to capture content from various sources, such as paper, email, EDI, and handwritten notes. The platform digitizes and indexes content in various formats without the need for specific setups or templates. It also utilizes supervised machine learning to identify and acquire all content associated with a specific transaction, facilitating collaboration and approvals.

Data Integration Services: The vendor claims that PaperWise Symphony reduces or eliminates the need for manual data lookup and entry. It enhances data validation accuracy and empowers users to audit and override automated activities in real-time using user-friendly interfaces. The platform enables users to search and incorporate existing data for contextual enrichment and accuracy. It also automates content indexing and categorization using data from business systems.

Workflow Automation: PaperWise Symphony enables users to create and connect software, people, workflows, collaboration, and communication. The vendor states that the platform streamlines repetitive tasks and improves efficiency with a low-code drag-and-drop rule builder. Users can design and implement workflows to boost productivity and minimize errors. The platform provides dashboards for monitoring status, timelines, and workloads, facilitating informed decision-making. It also includes a rules engine to ensure adherence to business processes.

Document Management: According to the vendor, PaperWise Symphony automates the acquisition, digitization, indexing, sorting, and matching of content. Users can securely store and retrieve documents in a centralized digital file cabinet, accessing them seamlessly from any location. The platform facilitates collaboration with internal and external stakeholders through customizable forms and links. Users can also design tailored forms for efficient data collection and integration with existing forms.

Integrations and REST API: The vendor claims that PaperWise Symphony reduces manual data entry and enhances data validation by seamlessly integrating with third-party software systems. The platform enables users to consolidate information, simplifying storage, retrieval, and utilization of corporate data. It also automates the population of index fields and database updates with minimal user intervention. Users can leverage the REST API to authenticate and validate users, search and view documents, import and file documents, and synchronize data with Symphony.