Branded supplier portal
Invite suppliers by email or share one public link. They fill a mobile-friendly form under your brand — no account needed.
PW Document AI
Everything between the PDF and your system
Capture documents from email, WhatsApp, upload and API; read every page; extract and check the fields you need; and deliver them where your team works.
01The flow
Five steps, fully automatic
Every document takes the same path, whichever way it arrives.
- Step 01
Receive
Email inbox, drag-and-drop or REST API
- Step 02
Read
Text layer or OCR, then AI fills your fields
- Step 03
Check
GSTIN checksum, totals, balances, required fields
- Step 04
Review
Only doubtful documents wait for a person
- Step 05
Deliver
Excel, CSV, JSON or a signed webhook
02Capture
Documents arrive the way they already do
No new habits for suppliers, customers or your team.
See documents on WhatsAppEmail inbox per workspace
Every workspace gets its own receiving address. Forward emails or ask suppliers to send directly; PDF and image attachments are picked up automatically.
Documents on WhatsApp
Suppliers send invoice photos or PDFs to your WhatsApp Business number. They are read like email, and the sender gets a reply once each one is read.
Aliases per document type
Add an alias like .invoices or .bank to an address and documents skip auto-detection and go straight to the right type.
Sender allowlist
Optionally accept email only from listed addresses or domains, so nobody else can fill your queue.
Bulk upload
Drag many PDFs, PNGs or JPEGs into the dashboard at once and watch them process.
REST API
Upload from your ERP or app with an API key, add your own reference, and fetch results when ready.
Drive and SFTP folders
Point a workflow at a Google Drive folder or a folder on your file server, and new PDFs and images there are imported.
Duplicate detection
A file that was received before is flagged, so the same invoice is not processed and paid twice.
03Read
Text from every page, even scans
Exact where the PDF has text, OCR where it does not.
Text layer first
Digital PDFs are read from their own text, which is exact and fast, with the layout preserved.
OCR in English, Hindi and Tamil
Scanned pages and phone photos are converted page by page; the method used is shown for every page.
Text-only mode
Need just the words? Text mode skips AI extraction entirely and gives you a .txt file or JSON.
04Understand
The fields you need, in a fixed structure
Ready-made document types to start, and a builder for your own.
AI field extraction
Each document type defines its fields; results always come back in exactly that structure, including tables of line items.
Custom document types
Add fields with a label and type — text, number, date, yes/no or table — and a hint for anything unusual. No code needed.
Automatic document detection
Uploads and emails without a type are sorted into the best matching document type for you.
05Verify & learn
Checked before it reaches your books
Business rules catch problems; people handle only the exceptions.
Business-rule checks
GSTIN format and checksum, invoice line and tax totals, IGST versus CGST, bank opening-to-closing and running balances, IFSC codes, required fields.
Confidence and review queue
Each document gets a confidence score. Set the auto-approve level per type; anything below it waits for review with problems highlighted.
Learns from corrections
Approved reviews become private examples for your workspace and guide extraction of similar documents.
06Deliver
Into Excel, your ERP or your app
Pick the format that suits each team.
Excel, CSV and JSON
Download a single document, or export every document of a type to one Excel workbook with a sheet per table.
Signed webhooks
Get notified when a document is completed, needs review or fails. Each request carries an HMAC signature to verify.
API access to everything
Status, data, text, exports and reprocessing are all available through the documented REST API.
07Automate
Workflows that send each document onward
Draw what should happen next on a visual canvas — no code, no glue scripts.
Explore workflows and integrationsVisual workflow editor
Start from an inbox, WhatsApp, upload, API, Google Drive or SFTP folder, or a document event, then chain actions on a canvas.
Conditions and branches
Route by document type, status, confidence or any field — for example, large invoices to Slack and the rest straight to the books.
Field mapping
Map extracted fields to sheet columns, table columns or ledger fields, with line items as rows.
Ready-made connectors
Google Sheets, MySQL and PostgreSQL, Tally, Zoho Books, QuickBooks, SAP, Dynamics 365, NetSuite, Odoo, ERPNext, Slack, Teams, email, WhatsApp, SMS, Google Drive, S3, SFTP and webhooks.
Retries and run history
Every run is logged step by step; failed steps retry and can be re-run once the problem is fixed.
Encrypted connections
Credentials are saved once per workspace, stored encrypted and never shown again. Test runs check a flow before it goes live.
08Onboard suppliers
Supplier onboarding with the checks built in
Collect KYC documents through a branded portal and approve suppliers with every detail cross-checked.
See supplier onboardingKYC documents read for you
GST certificate, PAN card, cancelled cheque and MSME certificate are read and compared with what the supplier typed.
Cross-checks on every detail
GSTIN checksum, PAN inside the GSTIN, IFSC format, matching account numbers and names across documents.
Approve, reject or ask for changes
Review everything on one screen. Ask the supplier to fix something with a note, or auto-approve when all checks pass.
Synced on approval
A workflow creates the supplier in Tally, Zoho Books, QuickBooks or your ERP, adds them to your sheet or database, and tells your team.
History of every step
Submissions, decisions and change requests are kept on each supplier with who acted and when; workflows can start on any of them.
09AI calling
Voice agents that answer and make calls
The second product on the platform: AI agents for your phone lines, sharing the same workspace and workflows.
See AI callingInbound and outbound
Answers customer calls on your Exotel numbers and places follow-up and sales calls, with transfer to your team when asked.
Six Indian languages
Tamil, English, Hindi, Telugu, Kannada and Malayalam, following callers who switch language mid-call.
Gets things done on the call
Looks up customers and orders, raises tickets, books appointments and callbacks, updates leads; suppliers can ask about invoices.
Campaigns within the rules
Work through a contact list with your do-not-call list, calling hours, attempts and retry delay applied to every number.
Post-call analysis
Transcript and recording, plus a summary, outcome, sentiment, lead score and next action for every call.
In your workflows
An AI phone call step, for example to a supplier whose invoice does not match the PO, and an AI call finished trigger.
10Manage
Built for teams and resellers
Control who does what, and present it under your own brand.
Roles
Owners and admins manage settings, keys and people; members process and review documents.
API keys
Create named keys per integration, see when they were last used, and revoke them any time.
White-label
Set the name, logo, colour and custom domain for each workspace; login pages follow the same branding.
Usage at a glance
See text and AI extraction pages, and AI calling minutes, used this month against your plan.
