List of the Top 18 Business Process Automation Tools for Microsoft Excel in 2025

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

With the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.

Linx is a robust integration platform as a service (iPaaS) designed to facilitate the connection of various data sources, systems, and applications within organizations. Renowned for its flexibility akin to programming, the platform excels in managing intricate integrations on a large scale. As a result, it has become a favored option for expanding businesses that aim to adopt a cohesive integration strategy, streamlining their processes and enhancing operational efficiency. Additionally, Linx empowers users by providing the tools necessary to customize their integrations to meet specific business needs.

Discover the next level of automation with Wrk, which delivers exceptional simplicity along with an extensive suite of features. Utilize an array of intuitive drag-and-drop API connectors, intelligent AI bots, robotic process automation (RPA), optical character recognition (OCR) bots, and human-assisted tasks, all integrated into one cohesive automation platform. With the easy-to-navigate Wrkflow Designer, you can seamlessly connect Wrk Actions, enabling the creation of a tailored end-to-end automation solution that perfectly fits your specific workflows. Embrace the future of automation by starting your journey with Wrk today, completely free of charge! Plus, you can explore various templates to kickstart your automation experience.

monday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.

ElectroNeek emerges as a pioneering Intelligent Automation Platform that is transforming business process management in organizations. The platform's primary goal is to integrate AI bots with the workflows of employees, which leads to the automation of mundane tasks and allows human resources to focus on more innovative and strategic activities. By offering a wide range of cutting-edge low-code automation tools, ElectroNeek leverages the power of RPA, IDP, AI, and GPT-4 technologies, both conversational and generative. This unique combination enhances operational efficiency and drives businesses toward greater productivity and creativity. As a result, organizations can streamline their processes while freeing up valuable human capital for higher-level thinking and problem-solving.

BizAutomation streamlines every aspect of your business without resorting to the typical "Good, Better, Best," "Sell by the App," or "Teaser Pricing" tactics that are often seen with major tech companies today. If this concept resonates with you, consider exploring our cloud business suite, which stands out as the most all-encompassing solution in the market. It features a range of functionalities including operations management, ERP, order management with shipping and fulfillment, procurement, accounting (eliminating the need for QuickBooks), warehouse management, inventory management, eCommerce, MRP, and workflow automation, all integrated into one cloud suite tailored specifically for emerging small businesses. As a transparent, family-owned software company based in the U.S., we uphold traditional values and actively engage in ensuring our customers' success, positioning ourselves as advocates who prioritize our customers over mere consulting partnerships. If you operate as a wholesale distributor, retailer, or run a shop floor for assembly or manufacturing—or even a blend of these roles—you may discover that we are the ideal solution for your business needs. In addition, our commitment to excellence ensures that every client receives dedicated support tailored to their unique challenges and aspirations.

AgilePoint's Low-Code Digital Process Platform enables organizations to expedite their digital transformation journeys. This platform provides diverse teams with the tools to automate, optimize, or integrate workflows and processes, leading to ongoing enhancements in customer satisfaction, greater operational efficiency, boosted revenue growth, and a solid foundation for resilience and scalability. By leveraging these capabilities, businesses can adapt more swiftly to changing market demands and evolving customer needs.

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.

Ultimus stands as a premier innovator in the realm of low-code digital process automation, specializing in BPM technology. Their solutions are crafted to not only automate but also enhance business processes, effectively addressing both routine and critical operational challenges faced by organizations. What sets Ultimus apart is their emphasis on the effectiveness of business processes, which plays a vital role in boosting revenue and fortifying customer relationships. The Ultimus Digital Automation Suite represents a holistic set of tools designed specifically for the requirements of contemporary digital enterprises. This suite expedites the delivery of workflows while amplifying both business agility and overall effectiveness. Furthermore, it facilitates seamless automation of processes at an enterprise scale, applicable across various devices and scenarios, making it beneficial for collaboration within the organization as well as with external stakeholders like customers, suppliers, and partners. Such versatility ensures that businesses can adapt to a rapidly changing environment while maintaining strong operational efficiency.

Cflow is a cloud-based business process management and workflow automation software enhanced by AI technology, designed to optimize and simplify operations for organizations of various scales. This innovative platform helps businesses increase efficiency and improve productivity through its user-friendly features.

Creatio stands out as a global provider of an innovative no-code platform designed to streamline workflow automation and customer relationship management, delivering unparalleled flexibility. Its user-friendly no-code UI builder, combined with a drag-and-drop business process builder and an array of integrated tools, empowers users to develop business applications of varying complexity and scale, effectively managing both structured and unstructured workflows while supporting extensive reporting, diverse machine learning applications, and adaptable analytical dashboards. By utilizing Creatio, organizations can significantly reduce application development time by as much as tenfold. Moreover, Creatio offers a marketplace filled with pre-built solutions, connectors, and templates tailored to common business requirements and scenarios. The platform is constructed on a contemporary technology stack, ensuring that it seamlessly integrates within an organization's digital ecosystem for maximum adaptability. Additionally, Creatio CRM comprises a comprehensive suite of products that facilitate automation in marketing, sales, and service, all integrated onto a single no-code platform. These products can be implemented as a complete CRM package or as independent solutions, allowing businesses to tailor their use of the platform to meet specific operational demands. This level of customization ensures that organizations can optimize their workflows effectively while leveraging the full potential of the Creatio ecosystem.

The Decisions Platform serves as a no-code solution for business automation, emphasizing data management, process automation, and the implementation of business rules. This platform features a comprehensive suite including a workflow engine, form designer, report/dashboard builder, along with an open API and SDK. It is designed to provide an all-encompassing business process management framework tailored for both large enterprises and software partners. Additionally, Decisions employs a user-friendly, drag-and-drop interface that facilitates the automation of numerous business workflows, making it accessible for organizations seeking efficiency. Ultimately, this innovative technology aims to simplify complex processes and enhance operational productivity.

RPA software robots seamlessly connect with existing systems to enhance efficiency, accelerate decision-making, and reduce error rates. By enabling organizations to assign mundane, repetitive tasks to automated robots, businesses can significantly broaden their operational capabilities. This technological automation represents a genuine digital transformation in how companies function. TheEye distinguishes itself through its adaptability and its ability to integrate workflows without necessitating policy changes, making it a valuable tool for various organizations. Serving as a technological conduit, it facilitates the consolidation of both old and new systems, all while eliminating the need for costly software licenses. Once the robots are integrated into the workforce through TheEye, they adeptly manage undesirable tasks that often hinder productivity. By doing so, they not only minimize operational costs but also enhance accuracy, allowing human talent to focus more on strategic initiatives, thus increasing the overall value of the business. This shift ultimately fosters a more innovative and productive workplace environment.

Craft intricate automations at incredible speed, removing the burden of managing APIs. The long hours spent untangling scripts are now a thing of the past. By harnessing JavaScript, you gain improved flexibility while the user-friendly interface takes care of the rest. n8n allows you to create versatile workflows that focus on thorough data integration. Furthermore, with readily available templates and an easy-to-use interface, even those with less technical knowledge can engage and collaborate effectively within the team. Unlike many other platforms, complexity will not stifle your creativity; you can bring to life any concept your mind envisions—without the stress of financial constraints. Effortlessly link APIs using no-code methods for straightforward task automation, or explore vanilla JavaScript for more complex data handling. You have the capability to establish various triggers, diverge, combine workflows, and even pause actions to wait for external events. Engage with any API or service through tailored HTTP requests, while also protecting your live workflows by keeping distinct development and production environments with separate authentication keys. Embrace the limitless possibilities for innovation, and enjoy the satisfaction of realizing your unique ideas without barriers. The platform encourages exploration and experimentation, paving the way for groundbreaking solutions.

This short video showcases how our all-encompassing AP automation solution revolutionizes and simplifies your accounts payable workflow, boosting your AP department's productivity by an incredible 500 times! Our software seamlessly integrates with your current business processes, managing invoices and a variety of workflows with ease. You can effortlessly receive invoices electronically, enter invoice data, and approve them—all from the comfort of your own home! Moreover, CoreIntegrator alleviates the tedious task of repetitive data entry through advanced automation techniques. Utilizing state-of-the-art technologies like optical character recognition (OCR), Verified Automated AP Data Capture, Smart AP robotic process automation, and our cloud-based A/P One platform, we significantly reduce the time dedicated to data entry tasks. This robust collection of tools could save your organization over $6.00 per invoice while allowing your AP team to continue functioning effectively from remote locations. With these innovative solutions, your company can realize unmatched efficiency and substantial cost reductions in its accounts payable process, paving the way for a more streamlined financial future. As a result, embracing these technologies not only enhances productivity but also positions your organization for long-term success in managing financial operations.

Fieldguide revolutionizes assurance and advisory services by offering an all-encompassing platform that facilitates workflow automation and collaboration. Say goodbye to tedious tasks and enhance your productivity while reducing errors through automation across the entire engagement lifecycle, including everything from initial requests to final reporting. If you're tired of dealing with information scattered across multiple disconnected applications, you can centralize your entire engagement process using a single, cloud-based solution. The technological landscape has seen remarkable changes since the 1990s, making it essential to provide the seamless, collaborative experiences that clients expect. You have the flexibility to implement Fieldguide for a specific practice or roll it out organization-wide. Tailored specifically for modern assurance and advisory firms, Fieldguide digitizes the entire engagement workflow on a unified, cloud-native platform. Built by a team of former Big Four professionals and adept technology specialists, our platform has earned the confidence of top CPA firms, making it a trusted solution for contemporary business challenges. As the industry evolves, embracing innovative tools like Fieldguide is crucial for maintaining a competitive edge. By integrating such advancements, firms can not only streamline their operations but also enhance client satisfaction and drive growth.

Utilize straightforward and user-friendly language to create automations and manage exceptions effectively. Kognitos enables you to effortlessly automate tasks that involve both organized and disorganized data while efficiently handling substantial transaction volumes and complicated workflows that typical automation solutions might struggle with. Historically, managing exceptions in processes—especially those needing detailed documentation—has posed notable challenges for robotic process automation due to the extensive groundwork required for effective exception management. Kognitos transforms this landscape by allowing users to communicate with automation systems about how to tackle exceptions using natural language. This method reflects our innate way of teaching one another to resolve issues and manage irregularities, employing intuitive prompts to ensure human oversight remains integral. Furthermore, automation can be developed and honed similarly to how we train people, drawing on shared experiences and practical instances to significantly boost its performance. This groundbreaking approach not only streamlines the automation process but also nurtures a collaborative atmosphere, empowering users to feel more involved and in command of the technology while enhancing overall efficiency. By bridging the gap between human intuition and technological capability, Kognitos redefines the future of automation.