Everything that happens between receiving a document and closing the task
Workpulsar covers the full back-office loop: ingestion, extraction, routing, approval, and data output. No integrations left for you to wire together.
Document Ingestion
Every channel your documents arrive through
Email attachments, direct PDF uploads, shared-drive folders (Google Drive and Microsoft 365), and web form submissions all feed into one document inbox. Each new document triggers processing automatically. Nothing sits unread in an inbox while someone is out of the office.
Extraction and Classification
Structured data out of unstructured documents
Document classification identifies each file as an invoice, purchase order, W-9, certificate of insurance, or expense form. Field extraction then pulls the values that matter: vendor name, invoice number, due date, line-item amounts, tax ID. When a document arrives with low extraction confidence on a key field, it goes to human-in-the-loop review rather than silently passing a bad value downstream.
Workflow Engine
Approval routing rules you define once
Build conditional routing without writing code: route POs above $5,000 to Finance before Operations; send international vendor onboarding packets to Legal for review; auto-approve recurring invoices from approved vendors below a set threshold. Rules are set through a form interface, not a script. The person running accounts payable can change them without IT.
Data Output and Sync
Approved documents sync to your accounting and ERP tools
Approved invoice data posts to QuickBooks, Xero, or NetSuite as a bill record. Purchase orders update open PO status in your ERP. Completed vendor onboarding packets sync to your vendor master list. Workpulsar is not a system of record. It is the processing layer that moves data into the systems your team already uses, without copy-paste.
Connects to the tools you already use
Workpulsar is not a general-purpose automation platform. It is a document processing layer that connects the inputs your documents arrive through to the accounting and operations tools you already use. No middleware, no iPaaS subscription, no custom connector to maintain.
Exceptions surface with context, not a raw email
Most document automation breaks on edge cases and leaves your team to figure out what happened. When Workpulsar encounters a vendor not in your approved list, a line-item total that does not match the PO, or a required field below the confidence threshold, it routes the exception to the right person with the extracted data attached and a plain-language note on what triggered the flag. Your team resolves it in one click. The rest of the queue keeps moving.
Document data stays where it belongs
Back-office documents carry sensitive data: tax IDs, bank account numbers, vendor contract terms. Workpulsar is built with that in mind. Data is encrypted in transit and at rest. Role-based access controls determine who can view, approve, or export each document type. Every view, approval, and data export is written to an immutable audit log. We are not SOC 2 certified yet, but the controls we have in place are designed to meet that standard as we grow.
- TLS encryption in transit, AES-256 at rest
- Role-based access per document type
- Full audit log of every view, approve, and export