Datapolis Process System vs. Aurea Process

onPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.

Docubee, a brand under Accusoft, serves as an advanced platform for automating contracts, allowing companies to efficiently create, oversee, sign, and monitor digital agreements all within a single secure environment. This innovative tool empowers users to collect essential customer information, generate contracts through generative AI or customizable templates, and streamline processes with adaptable workflows. Furthermore, Docubee offers seamless integration with users' current websites or systems through its API, as well as compatibility with numerous applications and CRMs via both native and webhook integrations. This combination of features enhances operational efficiency and fosters better contract management for businesses of all sizes. For further details, please visit docubee.com.

QuickApps serves as a robust no-code solution for developing SharePoint applications and automating business processes, featuring powerful web applications. This platform empowers business professionals to swiftly create applications and streamline workflows with an impressive 80% reduction in development time, all through an intuitive point-and-click interface. By simplifying and expediting the app creation process, QuickApps plays a crucial role in the digital transformation of organizations. It is compatible with both SharePoint On-Premise and SharePoint Online, allowing users to: Design insightful dashboards and charts, Automate the generation of business reports, Consolidate and aggregate data, Develop dynamic navigation and forms. With over 75,000 professionals and more than 200 organizations already leveraging QuickApps, it is evident that this solution significantly enhances and simplifies the app development experience on SharePoint, making it accessible for everyone involved.

Process Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified. With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control. Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale. Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement. Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control. If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

StackAI is an enterprise AI automation platform built to help organizations create end-to-end internal tools and processes with AI agents. Unlike point solutions or one-off chatbots, StackAI provides a single platform where enterprises can design, deploy, and govern AI workflows in a secure, compliant, and fully controlled environment. Using its visual workflow builder, teams can map entire processes — from data intake and enrichment to decision-making, reporting, and audit trails. Enterprise knowledge bases such as SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected directly, with features for version control, citations, and permissioning to keep information reliable and protected. AI agents can be deployed in multiple ways: as a chat assistant embedded in daily workflows, an advanced form for structured document-heavy tasks, or an API endpoint connected into existing tools. StackAI integrates natively with Slack, Teams, Salesforce, HubSpot, ServiceNow, Airtable, and more. Security and compliance are embedded at every layer. The platform supports SSO (Okta, Azure AD, Google), role-based access control, audit logs, data residency, and PII masking. Enterprises can monitor usage, apply cost controls, and test workflows with guardrails and evaluations before production. StackAI also offers flexible model routing, enabling teams to choose between OpenAI, Anthropic, Google, or local LLMs, with advanced settings to fine-tune parameters and ensure consistent, accurate outputs. A growing template library speeds deployment with pre-built solutions for Contract Analysis, Support Desk Automation, RFP Response, Investment Memo Generation, and InfoSec Questionnaires. By replacing fragmented processes with secure, AI-driven workflows, StackAI helps enterprises cut manual work, accelerate decision-making, and empower non-technical teams to build automation that scales across the organization.

This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.

PBRS is a powerful third-party application that significantly boosts the capabilities of Power BI reports by offering sophisticated options for scheduling, automation, and distribution. With PBRS, users can set Power BI reports to run at designated times or establish repeating schedules tailored to their needs, such as executing a report hourly, bi-daily, or on specific days like the third Monday of each month. Furthermore, it allows for the automation of report generation in response to particular triggers or conditions, such as changes in a database, incoming data through a port, the existence of unread emails in designated folders, or the presence of specific files. In addition, PBRS facilitates the distribution of Power BI reports in a variety of formats—including Excel, PDF, or CSV—to multiple destinations, enabling users to apply unique filters and select recipients for each scheduled report. This extensive flexibility in report distribution ensures that the specific requirements of organizations are effectively met. Moreover, PBRS integrates smoothly with different Power BI environments, encompassing Power BI Service (Pro and PPU), Power BI Report Server (On-Premises), Power BI Premium, and all versions of SQL Server Reporting Services, making it a versatile tool for any reporting needs.

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.

Transforming your operations can be achieved by implementing workflows and ensuring real-time visibility, enabling your teams to adapt swiftly to change. To enhance insight and automation within intricate systems and processes, it's essential to integrate and connect data, workflows, and procedures effectively. This will allow you to quickly adjust your operations to seize new opportunities while also mitigating potential risks. Customizing workflows to align with the evolving needs of your workforce is crucial. You can develop new workflows in just days, instead of weeks, to tackle emerging challenges and support innovative work methods. Establish a connected, governed ecosystem of digital solutions designed to safeguard your most critical data and operational processes. By revolutionizing the way your data is utilized, you can empower your workforce to generate real-time insights through a cohesive platform. Unlock your team's full potential and enhance collaboration. Quickbase is now at your disposal, ready to propel your organization forward.