Platforms for automating document-centric business processes and approvals.
Attio is a data-driven, AI-native CRM built on a flexible relational data model that enables teams to customize their sales workflows, automate processes, and manage complex relationship net...
AI-powered SaaS that delivers M&A workflow automation plus startup tools for cap-table management, virtual data rooms, and investor engagement.
E-signature and contract workflow platform with mobile-first experience and integrations with Google Workspace, Salesforce, and Teams.
Cloud document management system with version control, approval workflows, and full-text search for small businesses.
E-signature and document tracking software (now Signaturely) for small teams and freelancers.
Document workflow automation for field teams with mobile forms, digital signatures, and PDF annotation.
Cloud document management with folder templates, automated workflows, SecureDrawer client portal, and compliance features.
End-to-end document automation and e-signing for Indian banks and NBFCs.
Automated AI agents for KYC and document processing in fintech.
ActiveCampaign is a marketing automation and CRM platform that combines email marketing, automation workflows, sales CRM, and messaging. It helps businesses personalize customer experiences...
Salesforce-native approval management with visual workflow builder and mobile approvals for Salesforce processes.
Document generation and e-signature platform native to Salesforce.
Cloud-based agency management system providing certificate management, CRM, and automation for insurance agencies.
No-code form builder for product teams with conditional logic, custom styling, and embedded form components.
Open-source document management system with metadata extraction, workflow automation, and full-text search capabilities.
Public records request management software helping agencies process FOIA and public records requests.
Alora Home Health is the highest-rated home health EMR solution, providing clinical documentation, scheduling, billing, and compliance tools for skilled and non-skilled agencies.
Workflow automation platform with electronic forms, dynamic routing, and approval management for business processes.
Developer platform for extracting structured data from documents with SDKs and configurable extractors.
AI document processing platform automating data extraction and workflow automation for enterprises.
Cloud document management for HR departments with scanning automation, employee file management, and e-signatures.
Dropbox Sign electronic signature platform for contracts, NDAs, and simple document workflows.
Tax document automation and organization for CPAs.
Objectif Lune provides document output management and content automation solutions for enterprise document creation, assembly, and multi-channel delivery.
Workflow tool for disability and IME providers.
Enterprise e-signature and document automation platform with smart tags, complex routing, and API-driven workflows.
Alfresco is an open-source enterprise content management platform that provides document management, collaboration, and process automation for modern enterprises.
Low-code digitization platform for document management, process automation, and data management with extensive ERP integrations.
Canon's enterprise print and scan management platform with secure printing, cost tracking, and workflow automation.
Document automation platform for creating, managing, and e-signing business documents with template libraries and workflow automation.
Electronic notarization and signing platform.
Document automation and collaboration platform for law firms and corporate legal departments.
Chinese enterprise office automation and collaborative management platform (E-cology, E-office) serving large corporations with OA, workflow, and document management.
End-to-end mortgage platform with LOS, POS, closing, and document management for banks, credit unions, and mortgage companies.
Appian is a low-code automation platform for business process management that enables organizations to rapidly build enterprise applications, automate workflows, and orchestrate processes.
Automated document classification and data extraction platform for mortgage lenders and servicers.
Taiwan-built e-signature platform popular across APAC SMBs and enterprises.
Brazilian electronic signature platform serving enterprises with document workflows.
ATLED's Japanese enterprise workflow BPM platform on-premises or cloud.
Infotech's Japanese corporate web workflow system for approvals.
Document collection platform used in education admissions to automate gathering of application materials and supporting documents.
AI workflow automation platform for document processing, data extraction, and content generation tasks.
Simple tool for documenting procedures, processes, and policies so teams can focus on consistent execution rather than firefighting.
AI workflow automation for solo law practices.
Digital signature and KYC for regulated industries in the Nordics.
Blockchain-based trade finance platform connecting commodity traders, banks, and inspection companies for digital trade workflows.
Automation Anywhere is a leading RPA platform that combines traditional robotic process automation with AI-powered intelligent automation for enterprise-scale process automation.
Airplane is a developer-first platform for building internal tools with a library of UI components, SQL queries, API calls, and scheduled tasks that deploy instantly from code.
No-code automation platform for legal and compliance teams to automate document workflows and approvals.
Polish blockchain-based document and e-signature platform for regulated workflows.
Mortgage point-of-sale platform providing branded borrower portals and document management for loan officers.
SOP and workflow management tool for documenting, running, and tracking standard operating procedures with team collaboration.
Document management for Salesforce with capture, indexing, version control, and workflow automation on the Salesforce platform.
Automated tax return assembly and delivery platform for CPA firms eliminating manual printing, collating, and mailing of client tax returns.
Vasion provides enterprise print management and document capture solutions that modernize print infrastructure and automate document workflows.
Document management platform with automated filing, secure sharing, and workflow tools for small and mid-size businesses.
ArchiCAD by Graphisoft provides BIM authoring software for architects with integrated design and documentation in a single model.
Document management solution for small to mid-size businesses with capture, indexing, retrieval, and workflow automation.
Document management and AP automation suite from API Outsourcing delivering invoice capture and workflow automation for mid-market companies.
AI email and document parser that extracts structured data.