Showing 7 results
Invoice Data Entry
WorkFusion's packaged solution streamlines the Accounts Payable process by collecting fields from invoice documents in a variety of layouts and structuring them for entry into a system of record....
Customer Inquiry Fax Intake
Increase efficiency in workflows that receive documents via fax, including account maintenance, payment, and transfer messages....
Customer Inquiry Fulfillment
After an inquiry is received via email, fax, and phone, some requests can be validated and completed via automation. This includes updating authorized signers, address changes, and other inquiry type...
Customer Inquiry Email Intake
Optimize the workflow that ingests and digitizes email inquiries and relevant attachments. Includes auto-classification of emails into common types, including the creation of a ticket for fulfillment....
New Account Document Handling
Streamline document handling for customer onboarding. WorkFusion's Intelligent Automation solutions collect pertinent data from various documents and systems (internal and external), reconciling the d...
Bespoke Documents
Lockbox processing can be tailored to very specific customer requirements, as is often requested by lockbox customers. An agile Intelligent Document Processing approach allows flexibility to potential...
Check Processing for Treasury Management
Automate the processing of paper checks received through the company’s lockbox. The Intelligent Automation solution reads the scanned checks, extracts data fields, and then reconciles the data....