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 and as a Knowledge source. No longer available as a Pulse widget source. |
| Xero, QuickBooks, Stripe, Flutterwave, Paystack, Google Sheets | 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. Not yet selectable 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. |
| 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. |