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Swap Document Processing

Woodrow reads swap and transfer documents, extracts the asset, location, and entity details, and creates the corresponding entries in your ERP—so transfers are recorded accurately without manual entry.
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Swap Document Processing: Execution Plan
step 1
Read Swap Documents
Capture each swap or transfer document and pull the asset, location, entity, and amount details needed to record it.
step 2
Map & Validate Entries
Match each item to the right accounts and entities, build the balanced transfer entries, and run validation checks.
Output
Draft Entries for Approval
Prepare the corresponding ERP entries, flag anything that needs review, and route the complete package for approval.

Swaps recorded accurately, every time.

Woodrow connects to your document sources, asset records, and ERP to process swaps and transfers from end to end. It extracts the relevant details, maps each item to the right accounts and entities, validates the entries, and routes them for approval, so your team can spend less time interpreting documents and preparing transfers manually.
+ Spreadsheets, Gmail, Outlook, and any other tool your team uses.
Transfer details extracted
Read swap and transfer documents and extract the asset, source and destination locations, entities, amounts, dates, and supporting references.
Consistent field mapping
Map each transfer to the appropriate assets, accounts, entities, cost centers, and locations using the rules and master data your team defines.
Review-ready ERP entries
Run balancing, completeness, and duplicate checks, then draft journal entries for your ERP and route them for review.
HOW WOODROW WORKS

Automate your processes with enterprise AI

Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.
01
Describe your workflow
Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.
02
AI works across your stack
Woodrow plugs into your existing tools, pulling and pushing data where it's needed and running every step in place. No manual handoffs or copy-paste between systems.
03
Woodrow keeps the workflow current
As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.
Auditable and secure
Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.
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Common questions

What kinds of swap and transfer documents can Woodrow process?

What data can Woodrow extract?

Can Woodrow process transfers between different entities?

What happens when an asset or entity cannot be matched?

Does Woodrow post entries directly to the ERP?

Can Woodrow update the asset records as well as the accounting entries?

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