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Never lose track of files, electronic signatures, tasks and communication again. Workiro integrates with NetSuite so teams can collaborate, approve and record work faster than ever before!
Awarded NetSuite’s SuiteCloud Partner of the Year 2022 for Document Management – typically unlocks USD$7.8k per employee annually in extra time alone.
Workiro is award-winning document management software built natively inside NetSuite.
With more than 1 billion documents filed and 65,000+ users worldwide, Workiro is proven to cut admin waste, slash audit risk, and free staff to focus on meaningful work.
Workiro is built entirely in NetSuite – making it your single source of truth for documents, emails, and e-signatures. And it’s extremely easy to install, with immediate impact.
Get 1k’s of hours back: Customers typically save US$7.8k per employee annually in wasted admin time.
24/7 audit-ready with AI-powered filing: Fewer headaches, less manual work – with trails, versioning, and court-ready eSignatures built in.
Remove data limits: Unlimited storage in NetSuite.
The most complete Document Management built for NetSuite: means less complex ‘work-arounds’.
ESSENTIAL INSIGHT:
With our unique 24/7 hour ‘NetSuite FileSync’ – Workiro never misses any file you put into NetSuite. 100% confidence in compliance and continuity – without your team lifting a finger.
Getting started is simple. Speak to our award-winning team of experts today.
Everything in One Place – Every document, email, and signature lives in NetSuite. No silos, no hunting. Just one secure source of truth.
Hours Back, Every Week – Stop chasing files and approvals. AI filing and instant search save ~$7.8k per employee, per year.
Business Continuity Built In – Every client and vendor email is captured in NetSuite, so knowledge never leaves with staff turnover.
Audit-Ready by Default – Full trails, versioning, and court-ready eSignatures protect your business (and leadership) from risk.
No Limits, No Surprises – Unlimited storage and eSignatures. One flat fee. Predictable, scalable, stress-free.

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Workiro
Store and manage every document directly in NetSuite – with full audit trails, version control, and contextual links to customers, vendors, projects, and transactions. No duplication, no silos – just one secure, central source of truth.
Send, track, and manage eSignatures without leaving NetSuite. Unlimited, court-admissible signatures – with reminders, receipts, and full compliance logs built in.
File client and vendor emails directly into NetSuite, automatically linked to the right records. Stop losing critical information in inboxes — every conversation, attachment, and approval is captured and searchable.
Find any file or email in under a minute. Workiro auto-tags and files documents to the correct NetSuite record with AI, saving hours of admin and eliminating version chaos.
Share files, contracts, and financials directly from NetSuite – no risky attachments, no Dropbox chaos. Every share includes trails, versioning, and audit-proof logs.
Work on documents, spreadsheets, and approvals directly inside NetSuite. Conversations, signatures, and updates stay tied to the right record – so knowledge never disappears with staff turnover.
Access, capture, and collaborate on documents from anywhere… Perfect for distributed teams, consultants, and field staff who need NetSuite in their pocket – without sacrificing compliance or control.
Every document and signature comes with a complete audit log. ISO 27001, GDPR, and HIPAA aligned — so your team is always audit-ready.
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ERP Success Partners Inc.
PDF Builder is a powerful, user-friendly solution designed to simplify the creation of professional PDF printouts directly from NetSuite. With PDF Builder, users can easily generate customized PDF documents based on selected fields within a transaction, all without needing any technical knowledge.
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