PSIsafe

PSIsafe

Tungsten Automation
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About

Harold is a flexible automation tool for new and legacy ERPs, built to stop bad data from entering a business. It extracts, checks, and fixes documents before they hit the systems that depend on them. Most document tools extract data, but Harold is designed to make that data right: missing fields, incorrect totals, wrong VAT, bad supplier IDs, and manual checking are caught before they break downstream workflows. AI pulls data from any document, including invoices, receipts, purchase orders, and statements, then rules validate the information automatically, and clean data is sent straight to an ERP, accounting tool, or Zapier flow. Users can upload documents or email them to a unique Harold inbox; Harold extracts headers, totals, line items, and references into structured data; checks run automatically; and issues are flagged or fixed before export. Data can land cleanly as CSV, Excel, ERP output, or an automated Zapier flow.

About

PSIsafe’s rich features are configurable, flexible and scalable, allowing it to work in parallel with existing workflows, processes and company culture. No steep learning curve or an initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, accounts payable automation, secure information sharing, third-party integration, advanced capture and more. Available in the cloud or on-premise, PSIsafe offers enterprise-level document management and workflow capabilities True Business Automation: Do more with File Change Scheduling, Effortless Sharing of docs with non-users, Automated workflows, and Forms Management. Access client information during an off-site meeting or collect a legal signature from your phone or tablet. Make the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finance operations teams that need to extract, validate, fix, and export document data into ERPs without manual checking

Audience

Companies of all sizes looking for an advanced Document Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25.11 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Harold
United Kingdom
useharold.com

Company Information

Tungsten Automation
Founded: 1985
United States
www.tungstenautomation.com/products/psisafe

Alternatives

Alternatives

transcendAP

transcendAP

Optima Global Solutions
Kanverse

Kanverse

Kanverse.ai
Kanverse

Kanverse

Kanverse.ai
Conterra FIM

Conterra FIM

DIRECTUM

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Google Sheets
Microsoft Excel
Zapier

Integrations

Google Sheets
Microsoft Excel
Zapier
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