Workist
Workist automates document processing, increasing efficiency in handling orders, confirmations, and invoices by capturing, verifying, and transferring data seamlessly to ERP systems.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Automates document processing with sensitive data.
- Data shared with third-party servers.
- Standard privacy policy but lacks strong enterprise controls.
Recommendations
5- Request SOC 2 and ISO reports from sales
- Execute DPA with EU SCCs
- Scope access to required ERP fields only
- Enable logging for extraction quality review
- Define retention window in contract
Data handling
- Storage
- Not publicly documented
- Retention
- Not publicly documented
- Training on inputs
- Not publicly documented
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