PaperWise
PaperWise is a privately held U.S. software company that provides Symphony, an AI-assisted document management and workflow automation platform with deep ERP and TMS integrations. It serves mid-market and enterprise customers across transportation, manufacturing, healthcare, insurance, finance, property management, franchises, and utilities.
- Company typePrivate
- Founded2000
- HeadquartersSpringfield, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What PaperWise does
PaperWise is a privately held U.S. software company founded in 2000 and headquartered in San Antonio, Texas, that builds Symphony, an AI-assisted process automation and document management platform. The platform is structured as a core hub with modular add-ons spanning Document Management, Contract Management, eSignature (via a SignNow partnership), Forms, Intelligent Capture, Invoice Processing, Workflow, a REST API/Software Development Toolkit, and a recently launched iOS/Android mobile application. Underlying technology combines OCR/ICR, machine-learning-based intelligent capture, low-code workflow design, and pre-built integrations with major ERP (Microsoft Dynamics GP and Business Central, SAP, QuickBooks, Sage, AS400), TMS (Trimble TruckMate, TMW.Suite, TMT, McLeod, Omnitracs, MercuryGate), CRM (Salesforce, Applied Systems, Vertafore), HRIS (UltiPro, Lawson), EHR (Meditech, MediClick), eSignature (SignNow, DocuSign, AssureSign, AlphaTrust), and cloud storage systems.
The company targets mid-market and enterprise customers across at least eight verticals: transportation and logistics, manufacturing, healthcare, insurance, finance, property management, franchises, and utilities, with additional functional coverage in HR. Documented customer logos include Rawson Group (21 Wendy's franchises), G&D Integrated, K&B Transportation, Bayer, and SnapOn, supported by reference to 'hundreds of organizations' and over 20,000 users. Compliance posture includes HIPAA, SOC 2 Type II, GDPR, ESIGN, and UETA certifications, which support regulated-vertical sales.
Revenue is generated through a mix of subscription licensing for the Symphony platform, usage-based processing fees, and professional services for implementation and custom workflow design. Go-to-market is primarily sales-led with enterprise field sales and a demo-first conversion model, augmented by a self-serve 'Get Started' onboarding pathway that targets SMB adoption, and a channel ecosystem of ERP/TMS integration partners. No funding rounds, M&A activity, or revenue figures are publicly disclosed.
PaperWise firmographics
Firmographics- Name
- PaperWise
- Legal name
- Paperwise
- Website
- https://paperwise.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- PaperWise is a privately held U.S. software company that provides Symphony, an AI-assisted document management and workflow automation platform with deep ERP and TMS integrations. It serves mid-market and enterprise customers across transportation, manufacturing, healthcare, insurance, finance, property management, franchises, and utilities.
- Ownership category
- akta.pro rank
PaperWise industry classification
Industry- Product category
- Enterprise Content Management
- NAICS
- Document Preparation Services (56141)
- akta.pro primary industry
- Document Workflow, Routing & Approvals (Content-Centric Workflow) (HDAEAGAG)
- akta.pro secondary industries
- Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF), Document Scanning & Imaging (Paper-to-Digital Conversion) (BPAAAKAA), Print, Mailroom & Document Workflow Services (Inbound/Outbound Processing) (BPAAAKAL)
Keywords
Where PaperWise is headquartered
LocationHeadquarters
- HQ city
- Springfield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PaperWise business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Software Subscription (Symphony Platform): Subscription-based access to the Symphony document management and process automation platform, likely with tiered pricing based on features, users, or document volumes.
- Usage-based Processing: Volume-based pricing potentially tied to document processing volumes, invoices processed, or API call volumes for integration-heavy deployments.
- Professional Services: Custom implementation, integration, and workflow design services to deploy solutions tailored to specific enterprise environments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based pricing for enterprise deployments with custom feature sets |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
PaperWise product offering
Product offeringCore offering
PaperWise provides an AI-powered intelligent document processing platform called Symphony that automates document management, contract management, invoice processing, and digital workflows for enterprise and mid-market organizations across multiple industries.
Product overview
Paperwise offers Symphony, a unified process automation platform for document management and workflow automation. The platform operates as a platform-plus-modules architecture with the core Symphony platform serving as the central hub, complemented by specialized modules including Document Management, Contract Management, eSignature Tool (via SignNow partnership), Forms by Symphony, Intelligent Capture, Invoice Processing, and Workflow modules. The platform also offers a Software Development Toolkit (REST API) for custom integrations and a Symphony Mobile App for iOS and Android. Symphony connects with major ERP systems (Microsoft Dynamics, SAP, QuickBooks), CRM platforms (Salesforce), transportation management systems (Trimble TruckMate, McLeod, Omnitracs), and e-signature solutions (SignNow, DocuSign) to streamline document-intensive processes across industries including transportation, manufacturing, healthcare, insurance, and finance.
Differentiator
Problem solved
Functional benefit
Brands
- Symphony: Paperwise Symphony is the company's flagship process automation and document management platform that digitizes paper-based processes and automates workflows, offering features like business process automation tools, centralized document access, intelligent capture, workflow management, and eSignature integration.
Products and services
- Symphony Platform AI-powered intelligent document processing platform that serves as the foundation for PaperWise's enterprise content management solutions, enabling automation of document-centric workflows.
- Document Management Centralized document repository and management module within the Symphony platform for organizing, storing, retrieving, and controlling business documents.
- Contract Management Module for managing the full contract lifecycle, including authoring, approval workflows, obligation tracking, and renewal management.
- eSignature Tool Electronic signature capability enabling digital signing of documents within the Symphony platform.
- Forms by Symphony Digital forms solution for designing, distributing, and capturing structured data through web and mobile interfaces.
- Intelligent Capture AI-driven data capture capability that extracts information from unstructured documents and routes it into business workflows.
- Invoice Processing Automated accounts-payable invoice capture, validation, approval routing, and ERP integration solution.
- Workflow Configurable business process automation module enabling routing, approvals, notifications, and task management around documents.
- Software Development Toolkit API toolkit for developers to integrate Symphony capabilities into third-party applications and custom solutions.
- Symphony Mobile App Mobile application providing on-the-go access to Symphony document management, approvals, and workflow tasks.
Quantifiable outcome
- Improve accuracy and efficiency by up to 40% with automation capabilities
- +2 more outcomes
Companies that use PaperWise
Customer profileNamed customers4 records
Segments10 records
Ideal customer profiles1 record
PaperWise technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration25 records
AI capability8 records
Feature8 records
PaperWise partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core.
- SignNow (by airSlate)coreSignNow by airSlate provides the eSignature technology integrated directly into the Paperwise Symphony platform. This partnership enables legally binding eSignatures compliant with ESIGN, UETA, HIPAA, SOC 2 Type II, and GDPR standards, fully embedded within Symphony's document workflows.
- Microsoft Dynamics 365 Business CentralcoreNative integration connecting Paperwise Symphony with Business Central for automated invoice capture, PO matching, approval routing, and single-click document retrieval from within the Business Central interface.
- Microsoft Dynamics GP (Great Plains)coreIntegration enabling Paperwise Symphony to automate AP invoice capture, approval routing, and document storage directly within the Dynamics GP environment, with complete audit trail logging.
- Trimble TruckMatecoreIntegration connecting Symphony document management with Trimble TruckMate TMS for LTL, intermodal, and complex carriers. Enables automatic document-load linking, mobile capture from drivers, and one-click retrieval from within TruckMate.
- Trimble TMW.SuitecoreIntegration with Trimble's enterprise TMS for truckload carriers, brokers, 3PLs, and private fleets. Captures rate confirmations, settlement statements, and owner-operator agreements linked to corresponding TMS records.
- McLeod SoftwarecoreIntegration with McLeod transportation management systems for document management and workflow automation within freight operations.
- OmnitracscoreIntegration with Omnitracs TMS platform for transportation document management and compliance documentation.
- SAPcoreIntegration with SAP ERP systems for enterprise document management and financial document workflows.
- QuickBookscoreIntegration with QuickBooks accounting software for SMB invoice processing and financial document management.
- SalesforcecoreCRM integration for connecting document management workflows with customer relationship management processes.
- MercuryGatecoreTransportation TMS integration with MercuryGate for freight management and document automation.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
PaperWise competitors and assessment
Company assessmentDirect peers
- ABBYY: ABBYY provides AI-based OCR, intelligent document processing, and data capture technology that directly parallels Paperwise's Intelligent Capture and invoice automation capabilities.
- Hyland: Hyland's OnBase platform is a direct competitor in enterprise content management and process automation, serving regulated industries with document workflow, intelligent capture, and ERP integration capabilities comparable to Paperwise's Symphony.
- Laserfiche: Laserfiche offers a document management and business process automation suite closely comparable to Symphony, targeting mid-market and enterprise with intelligent capture, workflow, and ERP integrations.
- DocuWare: DocuWare provides cloud document management and automated workflow solutions with intelligent indexing and ERP/TMS-style integrations, directly overlapping Paperwise's Symphony platform in mid-market segments.
- M-Files: M-Files delivers an intelligent document management platform with metadata-driven organization, workflow automation, and ERP integrations, competing head-to-head with Symphony for mid-market document-centric buyers.
- Tungsten Automation (formerly Kofax): Tungsten Automation specializes in intelligent document processing, capture, and AP automation — directly overlapping Paperwise's Intelligent Capture and Invoice Processing modules at enterprise scale.
- DocuSign: DocuSign's Intelligent Agreement Management and eSignature platform overlaps with Paperwise's eSignature module (built on SignNow) and broader contract management workflow capabilities.
- Box: Box provides cloud content management and workflow automation (Box Sign, Box Relay, Box AI) targeting enterprise document workflows similar to Symphony, with stronger brand and broader platform reach.
Broad incumbents
- OpenText: OpenText is a broad enterprise content management incumbent with extended ECM, workflow, and capture capabilities that overlap Symphony but serves larger enterprises across a much wider portfolio.
- Microsoft (SharePoint / Power Automate): Microsoft bundles document management and workflow capabilities via SharePoint, Power Automate, AI Builder, and Dynamics — a broad incumbent whose native features Paperwise must integrate with and differentiate against.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
PaperWise social profiles
Digital presencePaperWise compliance and trust
Trust signalCompliance4 records
PaperWise financial estimates
Financial estimateRevenue estimate
Valuation estimate
PaperWise leadership team
Management profileNumber of profiles
Profiles1 record
PaperWise funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PaperWise M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PaperWise
What does PaperWise do?
PaperWise provides an AI-powered intelligent document processing platform called Symphony that automates document management, contract management, invoice processing, and digital workflows for enterprise and mid-market organizations across multiple industries.
Is PaperWise a public or private company?
PaperWise is a private company. It is classified as unknown and is currently operating.
When was PaperWise founded?
PaperWise was founded in 2000. It employs 101 to 250 people.
Where is PaperWise based?
PaperWise is headquartered in Springfield, United States, in the North America region.
How does PaperWise make money?
Three revenue lines are on record. Software Subscription (Symphony Platform) is the primary driver. The others are usage-based Processing and professional Services.
Who are PaperWise's main competitors?
Direct peers on record are ABBYY, Hyland, Laserfiche, DocuWare, M-Files, Tungsten Automation (formerly Kofax), DocuSign and Box. Broad incumbents are OpenText and Microsoft (SharePoint / Power Automate).
Does PaperWise have an API?
Yes. Paperwise Symphony offers a REST API that enables developers to integrate document management functionality into existing applications. The API supports OAuth 2.0 authentication, user authentication and validation, document search and viewing, document import and categorization, precise document indexing, and dynamic filtered queries for detailed reporting. The API enables secure data exchange, scalable integrations, seamless system interoperability, front-end data capture and validation, automated processing with one- or two-way syncing, and complete process with back-end updates. Developer documentation is at www.paperwise.com/software-development-toolkit.
What industry is PaperWise in?
PaperWise's product category is Enterprise Content Management. Its primary akta.pro industry code is HDAEAGAG, Document Workflow, Routing & Approvals (Content-Centric Workflow), with a secondary code of HDAEAHAF, Digital Process Automation (DPA) & Orchestration Suites. Its NAICS code is 56141.