If you do not see a term listed here, contact support@wamiri.com, and we will add it.
| Term | Definition |
|---|---|
| ALK | Wamiri’s intelligent operating system for emerging and high-growth markets. The core platform through which all workflows and features are accessed. |
| Entity | An organisation or tenant in ALK. Each entity has one or more workspaces. |
| Workspace | A scoped environment within an entity. Used to control what specific team members can see and access. |
| Entity Owner | The highest organisation-level role in ALK. Full control over all workspaces and settings. Assigned automatically to the first person who signs up. |
| Entity Admin | Same permissions as Owner except cannot remove Owners. Best for IT leads and team managers. |
| Entity Member | Day-to-day contributor. Can upload files, edit, and save insights but cannot manage users or integrations. |
| Entity Viewer | Read-only access. Can view content they’ve been given access to. No uploads or edits. |
| Workspace Admin (ws_admin) | Can manage members, assign roles, and connect integrations within a specific workspace. Cannot delete the workspace. |
| Workspace Member (ws_member) | Can upload, view, and delete files and create conversations within a workspace. Cannot manage members or integrations. |
| Workflow | A document intelligence process in ALK that automates a specific operational task. Examples include Account Reconciliation and Equity Mortgage. |
| Reconciliation | The process of matching bank transaction records against a General Ledger to confirm consistency and accuracy. |
| GL (General Ledger) | A complete record of all financial transactions for an organisation. Used as the reference document in reconciliation. |
| Mono | A financial data integration available in ALK. Used to connect bank accounts for reconciliation and Pulse widgets. |
| Acumatica | A cloud ERP integration available in ALK. Used to connect GL accounts for reconciliation, as a Knowledge source, and as a Pulse dashboard data source. Not available as a source for pre-made Pulse widgets — existing Acumatica widgets still render, but new ones cannot be added. |
| Xero, QuickBooks, Stripe, Flutterwave, Paystack, Google Sheets, Microsoft Dynamics 365 | Accounting and payments integrations available in ALK. Used as Knowledge sources and as Pulse dashboard data sources. See Integrations Overview. |
| ClickHouse | A data warehouse integration available in ALK. Used as a Knowledge source and as a Pulse dashboard data source. |
| Knowledge | The ALK feature where data source connections are managed. Sources connected here are available in Chat and workflows. |
| Chat | ALK’s AI-powered question and answer interface. Queries connected sources and uploaded documents. Does not search the web. |
| Analyst | ALK’s data analysis feature. Accepts Excel files and performs AI-driven analysis, trend finding, and visualisation. Currently in Early Preview. |
| Pulse | ALK’s monitoring and visualisation dashboard. Displays connected data as customisable widgets and dashboards across Finance and Inventory tabs. |
| Widget | A pre-made, single-purpose visual data card in Pulse. Available widgets are Balance, Cashflow, and Transactions (Mono). |
| Dashboard (Pulse) | A set of Pulse widgets built from one or more data sources, either generated by ALK from a prompt (“Generate dashboard”) or built by hand (“Create manually”), with a refresh schedule. |
| Block Review | The card-based review view for a workflow session’s extracted fields, used to verify, reject, edit, or retry individual extractions. |
| Extraction Status | The state of an extracted field: Pending, Extracted, Verified (reviewer-confirmed), Edited (reviewer-corrected), Rejected (reviewer-flagged as incorrect), or Failed. |
| Confidence Level | ALK’s rating of how much corroborating evidence it found for an extracted value: High (green), Medium (amber), or Low (red). Shown only on fields nobody has reviewed yet. See Confidence Levels. |
| Text recognition | Reading text off a scanned page or image, also known as OCR. Where a scan is poor, ALK warns that the source text was hard to read and asks you to check the value against the document. |
| Collection | A group of documents uploaded together because they belong to the same subject, producing one merged answer per field from the evidence across all of them. The alternative on upload is Separate rows, where each document is treated independently. |
| Simple Builder | The guided workflow builder: details, fields, then stages. The default choice for document extraction workflows. |
| Advanced Builder | A free-form canvas for connecting triggers, AI tasks, actions, and logic as blocks. Currently in Beta. See Creating a Custom Workflow. |
| Reference Input | A block in the Advanced builder holding source-of-truth text — a job description, policy, or rubric — that other steps cite by name as {{name}}. |
| Stage | A named stop in a workflow used to group and route items, optionally requiring reviewer approval before an item moves on. |
| Onboarding Tour | A guided walkthrough of ALK’s main features shown to new users on first login. Can be replayed from Settings. |
| Fuzzy Matching | An advanced matching option in Reconciliation. Matches similar transactions even if descriptions differ slightly. |
| Date Tolerance | An advanced matching option in Reconciliation. Allows a ±2 day window when matching transaction dates. |
| Amount Tolerance | An advanced matching option in Reconciliation. Allows a $0.50 variance when matching amounts. |
| OAuth | An authorisation protocol used to connect third-party applications like Acumatica to ALK securely. |
| Client ID | A unique identifier generated when registering an OAuth app. Required when connecting Acumatica to ALK. |
| Client Secret | A secure credential generated alongside a Client ID. Required when connecting Acumatica to ALK. Must be copied immediately, as it is not shown again. |
| Early Preview | A label applied to features that are functional but still being refined. Analyst is currently in Early Preview. |
| Beta | A label applied to features that are functional and safe to use but still changing. The Advanced workflow builder is currently in Beta. |