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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DocWizz is an all-inclusive document processing solution tailored for operational teams managing routine paperwork across various sectors, including finance, distribution, manufacturing, freight, healthcare, and insurance. It efficiently gathers documents such as PDFs, scans, and emails from different sources like inboxes, portals, or SFTP, extracts relevant fields and line items, validates them against established business rules and records, and subsequently transmits the organized data to customer systems like ERP, accounting software, and bespoke applications. The team at DocWizz is responsible for configuring and managing each processing pipeline, making necessary adjustments when document layouts are modified, and ensuring seamless connections are maintained. Client teams are involved in reviewing any fields with low confidence and resolving discrepancies prior to final data submission. The service encompasses a range of workflows, including the entry of purchase orders, processing supplier invoices and acknowledgments, managing receiving documentation, remittance matching, and handling claims paperwork. Unlike traditional software that clients need to install and manage, DocWizz is offered as a fully managed service, allowing businesses to focus on their core operations without the burden of document processing logistics. This comprehensive approach not only enhances efficiency but also ensures that data accuracy is prioritized throughout the entire workflow.

Description

Harold serves as a versatile automation solution for both modern and traditional ERP systems, aiming to prevent erroneous data from infiltrating businesses. It processes documents by extracting, verifying, and correcting them prior to their integration into dependent systems. Unlike most document processing tools that merely pull data, Harold ensures accuracy by addressing issues such as missing fields, incorrect totals, erroneous VAT rates, invalid supplier IDs, and the need for manual verification, all before they disrupt downstream operations. By utilizing AI, it can gather information from various document types like invoices, receipts, purchase orders, and statements, while automated rules confirm the accuracy of the data, ensuring that only clean, validated information is transmitted directly to an ERP system, accounting software, or through a Zapier integration. Users have the convenience of uploading documents or sending them to a dedicated Harold inbox; once received, Harold meticulously extracts essential information such as headers, totals, line items, and references into a structured format, automatically performing checks and addressing any discrepancies before the data is exported. The result is that data can be seamlessly delivered in formats like CSV, Excel, ERP outputs, or through automated workflows in Zapier, making Harold an invaluable tool for maintaining data integrity and efficiency in business operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Google Sheets No 
Microsoft Excel No 
NetSuite Yes 
Zapier No 

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
NetSuite No 
Zapier Yes 

Pricing Details

$10
Pricing varies with document volume; a quote is provided after a free document audit.
Free Trial Yes 
Free Version No 

Pricing Details

$25.11 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DocWizz

Founded

2025

Country

United States

Website

docwizz.ai/

Vendor Details

Company Name

Harold

Country

United Kingdom

Website

useharold.com

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