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WorkNivo

WorkNivo IntakeIn development — early access open

Less Work.More Flow.

Turn business paperwork into ready-to-approve work.

WorkNivo uses AI to understand documents, verify information, and prepare repetitive back-office tasks—so your team can spend less time on administration and more time running the business.

Explore the DemoSee How It Works
Intake
Waiting
  1. Received
  2. Extracted
  3. Verified
  4. Ready

Incoming

Email attachment

PURCHASE ORDER

PO-2291

ABC Trading

Order date

October 28

Deliver by

November 12

ItemQtyUnit
Monitor X-10224$45.00

Extracted record

0/7

Customer
PO reference
Product
Quantity
Unit price
Total
Requested delivery

Waiting for a document

Illustrative preview with sample data

01 — The difference

From copy-and-paste to review-and-approve.

The same incoming order, handled two ways: typed in by hand, or prepared for a person to check.

Without WorkNivo

7 manual steps
  1. 01Receives an email
  2. 02Downloads the PDF
  3. 03Reads the information
  4. 04Checks company records
  5. 05Copies data into Excel by hand
  6. 06Prepares documents
  7. 07Sends work for approval

With WorkNivo

5 steps, 1 review
  1. 01Upload the document
  2. 02AI prepares the information
  3. 03System flags missing details
  4. 04Employee reviews
  5. 05Approved record is exported

Illustrative workflow. A person always makes the final approval.

02 — Interactive demo

See one order go from inbox to approved.

Click through how WorkNivo Intake is designed to handle a customer purchase order. This is an interactive demonstration with fictional sample data — nothing is uploaded or processed.

Interactive demo · Sample data

Step 1 of 5 · Incoming order

A purchase order arrives

ABC Trading emails a PDF purchase order. It lands in the Intake inbox exactly as it was sent.

PO-ABC-2291.pdfPDF · 1 page

ABC Trading

Purchasing department

Purchase order

PO-2291

Date
October 28
Requested delivery
November 12
Contact
James Wilson, Purchasing
ItemQtyUnit priceAmount
X-102Monitor X-102, 27-inch24$45$1,080
Total USD$1,080

Please confirm availability for the requested delivery date.

Received

Queued for reading
Source
Email attachment
File
PO-ABC-2291.pdf
From
James Wilson · ABC Trading
Received
October 28

What WorkNivo does here

Picks up the attachment from your order inbox, keeps the original file unchanged, and queues it for reading. Nobody retypes anything.

Step 1 of 5

WorkNivo is in development. The flow above shows how the product is designed to work; names, numbers and records are fictional. Request early access

03 — How it works

Five steps. One clear workflow.

WorkNivo combines AI understanding with your business rules — and keeps your team in control at the final step.

  1. 01

    Receive

    Upload PDF purchase orders. Spreadsheets and other requests are planned.

    IntakeIllustrative

    Drop a PDF here

    PO-ABC-2291.pdf · 182 KBReceived
  2. 02

    Understand

    AI extracts and organizes the important information.

    Extracted fieldsIllustrative
    CustomerABC Trading
    ProductMonitor X-102
    Quantity24 units
  3. 03

    Verify

    Information is checked against company records, and uncertainties are flagged.

    ChecksIllustrative
    CustomerFound in recordsOK
    PriceMatches agreementOK
    DeliveryStock to confirmFlagged
  4. 04

    Prepare

    Structured records, documents, and draft actions are created.

    Draft sales orderIllustrative
    ItemQtyPriceTotal
    Monitor X-10224$45$1,080
    Draft
  5. 05

    Approve & Complete

    Employees review, approve, and export the work.

    ReviewIllustrative
    Ready for review

    Approved Approved by reviewer

04 — Benefits

Less administration. More capacity.

What WorkNivo is designed to improve — measured with real pilot data before we make any numeric claims.

Reduce avoidable errors

Check information against company records and flag problems before approval.

CustomerABC TradingOK
PricePrice differs from agreement: $48 vs $45Review

Illustrative

Save employee time

Reduce repetitive manual data entry and document preparation.

By hand7 steps
With WorkNivoReview only

Illustrative

Control administrative workload

Help employees process increasing amounts of work without proportionally increasing manual effort.

  • PO-2291Needs review
  • PO-2292Preparing
  • PO-2293Queued

Illustrative

Process requests faster

Prepare operational records more quickly.

  1. Received
  2. Prepared
  3. Ready

Illustrative

Keep work organized

Centralize processing statuses, reviews, and relevant business documents.

  • PO-ABC-2291.pdfApproved
  • SO-0412 draftDraft
  • Quote requestIn review

Illustrative

05 — Savings calculator

Estimate the time your team could get back.

Move the sliders to match your business. Results update instantly.

Your business

20 orders/day

Documents your team handles by hand.

7 min

After review time, not before.

$15/hour

Fully loaded cost of the person doing the work.

Estimate

hours

saved per month

estimated monthly labor-time value

How it is worked out

20 orders × 7 min × 22 working days ÷ 60
= 51.3 hours

51.3 hours × $15/hour ≈ $770

About 51.3 hours saved per month, an estimated $770 of monthly labor-time value.

Assumes 22 working days per month.

These are illustrative estimates of employee time value — not guaranteed payroll savings. Real results depend on your documents, review time and processes, and will be measured during pilots.

06 — Solutions

Built first for order-heavy teams.

WorkNivo Intake starts with one workflow — turning purchase orders into verified sales-order drafts. The same platform is designed to support more workflows over time.

  • Distributors

    First focus

    Input

    Customer purchase order (PDF)

    Output

    Sales-order draft + missing-info warnings

    Convert purchase-order PDFs into structured sales-order drafts.

  • Medical equipment suppliers

    First focus

    Input

    Hospital purchase order (PDF)

    Output

    Order record + documents ready for review

    Process order information and prepare documents for review.

  • Property management

    Planned

    Input

    Maintenance request (email or form)

    Output

    Work-order draft

    Organize incoming maintenance requests and prepare work orders.

  • Service businesses

    Planned

    Input

    Service request + job notes

    Output

    Organized job record

    Turn service requests and job information into organized records.

  • Agencies

    Planned

    Input

    Client brief

    Output

    Project requirements + task list

    Convert client briefs into structured project requirements and tasks.

Planned workflows are not yet available.

07 — Why WorkNivo

Not another chatbot. A workflow your team can rely on.

General AI assistants are powerful and flexible. WorkNivo aims to package that capability into a structured business workflow — so the same job runs the same way, every time, with your records and your approval.

  • Your business records

    General AI assistant
    You paste or upload them each time
    WorkNivo
    Stored once, used on every document

  • Structured processing

    General AI assistant
    Free-form answers
    WorkNivo
    A fixed format your systems can use

  • Repeatable validation

    General AI assistant
    Depends on how it is prompted
    WorkNivo
    The same rules run on every order

  • Human review

    General AI assistant
    Done manually, outside the tool
    WorkNivo
    Built-in review and approval step

  • Approval tracking

    General AI assistant
    Usually not recorded
    WorkNivo
    Who approved what, and when

  • Organized outputs

    General AI assistant
    Copied out by hand
    WorkNivo
    Records ready to export

  • Integrations

    General AI assistant
    Varies
    WorkNivo
    Export first; integrations planned Planned

  • Team collaboration

    General AI assistant
    Individual chats
    WorkNivo
    Shared queue; comments planned Planned

The WorkNivo column describes the intended design of a product that is still in development.

08 — Security & trust

Your business data, handled with care.

WorkNivo is being built with security as a foundation, not an add-on. Here's how it's designed — we'll publish more detail as each safeguard is implemented and independently reviewed.

  • Company-specific access

    Designed so each company's data is isolated at the database level, keeping one business out of another's records.

  • Review before approval

    Designed so nothing is finalized, sent, or exported until a person approves it.

  • Traceable activity

    Uploads, corrections, and approvals will be recorded with who did what, and when.

  • Private document storage

    Documents will be stored privately and opened only through short-lived, authorized links.

  • Secure by default

    Encrypted connections, strict access rules, and secrets kept on the server rather than in the browser.

NoteWorkNivo is in development. These describe how the product is designed; we don't claim certifications we haven't earned.

09 — Early access

Ready to spend less time on repetitive work?

Discover how WorkNivo could simplify the administrative tasks your team handles every day.

  • We're building WorkNivo Intake now.
  • We'll contact you to understand your workflow.
  • No payment, no commitment.

We'll only use these details to contact you about WorkNivo early access. Submissions are stored by our form provider, Netlify, and we never sell them.

10 — FAQ

Questions, answered honestly.

WorkNivo is still in development, so these answers describe what we are building, not a live product.

  1. WorkNivo reads incoming business documents, starting with customer purchase orders. It extracts the key details, checks them against your records and rules, flags issues, and prepares a draft record for your team to approve. The first product, WorkNivo Intake, is in development.

  2. Small and mid-sized businesses that handle repetitive documents. We are starting with distributors and wholesalers, including medical equipment suppliers. Other industries come later.

  3. No. WorkNivo prepares the work. People review and approve it. The goal is less repetitive admin and more capacity for the work that needs a person.

  4. Rules check the AI’s output against your records. Calculations are done by code, not by the AI. Anything uncertain is flagged, never guessed, and nothing is finalized without human approval. AI can make mistakes, which is why review is built in.

  5. Yes. Your team sees each draft side by side with the source document. They can edit, approve or reject it, and changes are recorded.

  6. The first version focuses on PDF purchase orders. Spreadsheets and other request types are planned.

  7. No. There are no prompts to write and no automation diagrams to build. Setup is guided, and we will help early-access customers get started.

  8. At first, WorkNivo will let you export approved records, for example as CSV or Excel files. Exports are planned for the first release. Direct integrations are planned too, prioritized by what our customers actually use.

  9. Pricing is not final. Early-access participants will get the details before any commitment.

  10. Not publicly. WorkNivo is in development. You can request early access.