Supercharge Your NetSuite Workflows
NetSuite SuiteApp for Intelligent Document Management
Workiro brings your documents, tasks, signatures, and conversations together in NetSuite. Always secure, searchable, and linked to the right record. No more chasing email threads, switching apps, or losing track of what’s done.
65,000 Professionals, 4 million e-signatures, 1 billion documents.
Get more from NetSuite, with less admin.
Before
Important documents are buried in emails or stored outside NetSuite in shared drives
Approvals are slow, lost across email chains and spreadsheets
No clear audit trail for decisions or document versions
Collaboration happens across disconnected tools
After
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All files, emails, and approvals stored directly against the relevant NetSuite records
Add comments, assign tasks, and request signatures directly from a record
Complete audit trails with version history and secure storage plus ISO 27001 certification
Bring Microsoft editing and PDF markup into NetSuite for faster collaboration
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Deep NetSuite Integration
Unlimited Storage and Intelligent File Management
File emails, contracts, PDFs, approvals and more directly against customers, suppliers, projects, and any custom record in NetSuite. AI-powered tagging keeps everything organised, searchable, and fully audit-ready.
Real-Time Visibility and Reporting
Stay ahead with live updates on approvals, project milestones, document actions and task completions. Instant notifications ensure no opportunity or deadline is ever missed.
Instant collaboration and approvals.
Capture approvals, manage conversations, and keep updates organised, all directly against NetSuite records. Shared Threads make every action visible, trackable, and in motion, without the back-and-forth of email chains.
Access control, your way.
Set permissions on documents, chats, and threads to mirror or complement NetSuite’s native roles and access controls, keeping sensitive information secure.
Stop jumping between systems.
Workiro is the only app you need to work together seamlessly and access all your NetSuite documents from anywhere.
Keep Chats
and Files Together
Trusted by over 4 million clients and third parties.
Simple Sharing
and Sign-Offs
Over 3 million e-signatures completed every year.
Stay in Control
With Version History
1.2 billion unique content assets securely managed.
Integrated into your workflow
Browser
Bring Workiro to your browser to create tasks and manage your work effortlessly.
Mobile
Everything you need, designed for your pocket. Always stay connected on-the-go.
In-App
Native integrations with leading software - NetSuite, Microsoft365, and more.
Workiro is for every team.
Provide a seamless professional service. Enjoy the advantage of a single, reliable view of key projects, assignments or cases.
Sales love Workiro
Focus on customers, not managing admin tasks across multiple systems. From RFIs to contracts, everything’s complete, every requirement’s logged. Everyone’s up to speed.
Finance value Workiro
Track and reconcile essential transactions easily across different software tools. From Billing and Reports to Tax Returns, record-keeping is simple, accurate, and efficient.
IT recommend Workiro
Connect data across shared systems and specialist departmental software. Synchronise workflows and databases. Always stable, secure, and compliant.
Leaders trust Workiro
A reliable, single source of truth across the whole business. Unite people, processes, and communications. Automate manual tasks. Reduce expensive errors and oversights.
Trust that's proven.
20+ years
hands on experience
We’ve worked with firms in regulated sectors and operated in some of the most demanding environments, including private banks, the NHS, and the military.
Up and running
in 21 days
Workiro integrates into your existing systems, simplifying your tech stack and optimising workflows with no disruption to your operations.
Trusted
and secure
Workiro meets or exceeds the highest standards for security and confidentiality, including ISO27001, CSA STAR and GDPR, ensuring your data is always protected as you streamline your systems.
FAQ’s
What is a NetSuite SuiteApp?
What is a NetSuite integration?
Is Workiro's integration with NetSuite native?
Is Workiro's NetSuite SuiteApp ISO compliant?
What features does Workiro's SuiteApp include?
Do I need a NetSuite account to use the Workiro app?
Does NetSuite have a document management system?
What storage capacity does Workiro have?
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