# ALK Knowledge Base

> Documentation for ALK, Wamiri's intelligent operations platform

## Docs

- [Inviting & Managing Team Members](https://help.alk.work/admin/inviting-managing-team-members.md): How to invite new users to your ALK workspace, assign them roles, and remove them when needed.
- [Setting Up Your Workspace](https://help.alk.work/admin/setting-up-your-workspace.md): How to create and configure a new workspace in ALK.
- [Understanding Roles & Access](https://help.alk.work/admin/understanding-roles-access.md): How role-based access control works in ALK, at both the organisation (Entity) and Workspace level.
- [Workspace & Admin](https://help.alk.work/admin/workspace-admin.md): An overview of workspace administration in ALK, covering roles, workspace setup, team management, and integrations.
- [Analyst](https://help.alk.work/features/analyst.md): Upload Excel files and perform AI-driven analysis, trend finding, and visualisation
- [Chat](https://help.alk.work/features/chat.md): ALK's AI-powered question and answer interface across your connected sources
- [Knowledge](https://help.alk.work/features/knowledge.md): How to manage data connections and file sources that ALK uses to answer questions in Chat and Pulse workflows.
- [Pulse](https://help.alk.work/features/pulse.md): ALK's monitoring and visualisation dashboard for connected data
- [Getting Started With Acumatica](https://help.alk.work/getting-started/connect-acumatica.md): Connect your Acumatica account to ALK for reconciliation and as a Knowledge source
- [Welcome to the ALK Knowledge Base](https://help.alk.work/index.md): Documentation for ALK, Wamiri's intelligent operations platform
- [Managing Integrations](https://help.alk.work/integrations/managing-integrations.md): How to connect and disconnect integrations in ALK at the workspace level.
- [Integrations Overview](https://help.alk.work/integrations/overview.md): Integrations available in ALK, what each one is used for, and where to find setup guides
- [Glossary](https://help.alk.work/reference/glossary.md): Definitions of key terms used across the ALK platform
- [Before You Escalate](https://help.alk.work/support/before-you-escalate.md): A checklist of steps to try before contacting support
- [Error Reference](https://help.alk.work/support/error-reference.md): Common ALK error messages, what they mean, and how to resolve them
- [FAQs](https://help.alk.work/support/faqs.md): Common questions from ALK clients and partners
- [How to Get Help](https://help.alk.work/support/how-to-get-help.md): How to contact the Wamiri support team and what to include for the fastest resolution
- [ALK Platform Status](https://help.alk.work/support/platform-status.md): Current status of ALK platform components
- [25% Lumpsum Withdrawal](https://help.alk.work/workflows/applications/25-lumpsum-withdrawal.md): Screen and extract key information from 25% RSA balance withdrawal (job loss) application documents
- [Accounts Payable Automation](https://help.alk.work/workflows/applications/accounts-payable-automation.md): Extract vendor and invoice data, run 2-way or 3-way matching, and route invoices for approval
- [Annuity Application](https://help.alk.work/workflows/applications/annuity-application.md): Process retirement annuity applications and verify retiree details for consistent, fast review
- [AVC Application](https://help.alk.work/workflows/applications/avc-application.md): Review Additional Voluntary Contribution (AVC) withdrawal requests, extracting member identity, request details, and payout information.
- [BOL - POD Reconciliation](https://help.alk.work/workflows/applications/bol-pod-reconciliation.md): Reconcile Bills of Lading (BOL) against Proof of Delivery (POD) documents to validate deliveries quickly and consistently.
- [Claims Intake & Payment Authorization](https://help.alk.work/workflows/applications/claims-intake-payment-authorization.md): Intake, screen, and extract key claim information, then route approvals and authorize payment in one workflow
- [Contract Clause Extraction](https://help.alk.work/workflows/applications/contract-clause-extraction.md): Automatically identify and extract key clauses from contracts so legal, procurement, and operations teams can review obligations and risks quickly.
- [Credit & Loan Application Intake](https://help.alk.work/workflows/applications/credit-loan-application-intake.md): Extract applicant, income, and debt data from loan documents, compute DTI, and get a first-pass credit decision recommendation
- [Deal Screening](https://help.alk.work/workflows/applications/deal-screening.md): Extract and summarise key information from investment memos to evaluate opportunities quickly
- [Document Classification](https://help.alk.work/workflows/applications/document-classification.md): Classify and validate document types for quality control before extraction or downstream review workflows.
- [Due Diligence](https://help.alk.work/workflows/applications/due-diligence.md): Perform comprehensive analysis of deal documents and investment materials to support a clear, evidence-backed investment decision.
- [Enbloc Application](https://help.alk.work/workflows/applications/enbloc-application.md): Process full RSA balance withdrawals for low-balance accounts, from applicant capture through eligibility, compliance checks, and final decisioning.
- [Equity Mortgage](https://help.alk.work/workflows/applications/equity-mortgage.md): Screen and extract key information from equity mortgage application documents
- [Expense Receipt Digitization](https://help.alk.work/workflows/applications/expense-receipt-digitization.md): Capture, extract, and categorize employee expenses from receipts, then check them against expense policy
- [FNOL](https://help.alk.work/workflows/applications/fnol.md): First notice of loss intake, initial claims assessment, and structured claim triage
- [Motor Claims](https://help.alk.work/workflows/applications/motor-claims.md): Intake, extract, and validate motor own-damage accident claims, and determine registration eligibility for claims teams.
- [NDA Review](https://help.alk.work/workflows/applications/nda-review.md): Extract parties, key terms, and obligations from Non-Disclosure Agreements to assess risk quickly
- [Surrender Claims — Life Business](https://help.alk.work/workflows/applications/surrender-claims-life-business.md): Process life insurance surrender and policy loan claims with automated eligibility assessment and discharge voucher generation
- [Tax & Compliance Validation](https://help.alk.work/workflows/applications/tax-compliance-validation.md): Verify tax calculations, flag missing deductions, and surface compliance risks before filing across corporate income tax, payroll, and VAT returns.
- [Creating a Custom Workflow](https://help.alk.work/workflows/custom-workflow.md): Build a new workflow from scratch: define details, generate fields, and assign validations
- [Reconciliation](https://help.alk.work/workflows/reconciliation.md): Match bank transactions against your General Ledger to confirm they align
- [Account Reconciliation Step-by-Step Guide](https://help.alk.work/workflows/reconciliation-guide.md): How to run a bank-to-GL reconciliation in ALK, review results, and export a report
- [Setting Up a Workflow](https://help.alk.work/workflows/setting-up-a-workflow.md): Step-by-step guide to accessing, configuring, running, and exporting any ALK workflow, excluding the Reconciliation workflow.