Top DocFinity Alternatives

ActiveBatch, developed by Redwood, serves as a comprehensive workload automation platform that effectively integrates and automates operations across essential systems such as Informatica, SAP, Oracle, and Microsoft. With features like a low-code Super REST API adapter, an intuitive drag-and-drop workflow designer, and over 100 pre-built job steps and connectors, it is suitable for on-premises, cloud, or hybrid environments. Users can easily oversee their processes and gain insights through real-time monitoring and tailored alerts sent via email or SMS, ensuring that service level agreements (SLAs) are consistently met. The platform offers exceptional scalability through Managed Smart Queues, which optimize resource allocation for high-volume workloads while minimizing overall process completion times. ActiveBatch is certified with ISO 27001 and SOC 2, Type II, employs encrypted connections, and is subject to regular evaluations by third-party testers. Additionally, users enjoy the advantages of continuous updates alongside dedicated support from our Customer Success team, who provide 24/7 assistance and on-demand training, thereby facilitating their journey to success and operational excellence. With such robust features and support, ActiveBatch significantly empowers organizations to enhance their automation capabilities.

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

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.

Doxis Intelligent Content Automation (ICA) represents the evolution of enterprise content management, leveraging artificial intelligence to connect and streamline content for an enriched contextual experience, ultimately fostering a digital workplace that is prepared for the future. The platform offers seamless integration with numerous business applications, enhancing efficiency across various functions. Among its advanced features, Doxis provides innovative solutions for managing documents, automating invoices, overseeing contracts, and supporting human resources, along with specialized suites that target critical business operations such as purchase-to-pay. Doxis's strategic approach aims to enable organizations to realize quicker results, minimize IT obstacles, and expedite their digital transformation journeys. By empowering business users—including line-of-business leaders, department heads, and project managers—to swiftly design and implement tailored content applications, the platform meets diverse organizational needs. These applications can be accessed through the Doxis Fast Starter library, which includes a variety of pre-configured and easily modifiable workspaces tailored for functions like sales, purchasing, and legal, as well as specific industries such as real estate and insurance. Furthermore, prominent market analysts have identified SER as a top contender in the enterprise content management sector, highlighting its significant contributions to the field. This recognition underscores the platform's commitment to innovation and excellence in facilitating effective content management solutions.

If coding isn't your strong suit, there's no need to worry. Kintone's intuitive visual application builder enables you to create tailored enterprise applications effortlessly using a simple drag-and-drop interface. You can either build an app from the ground up or modify an existing template that suits your needs. Additionally, you can work alongside your team to design, evaluate, and enhance your application, ensuring that you achieve an optimized workflow that meets your specific requirements. This collaborative approach not only fosters creativity but also helps streamline processes for better efficiency.

Optician Dynamics is set to transform how you manage your optical stores! Embrace simplicity as you effortlessly guide your customers through every stage of their experience. Our all-inclusive solution enhances sales and purchases, streamlines supplier and customer interactions, and provides insightful reports. With Optician Dynamics, your optical business is poised for growth, leading to increased efficiency and elevated customer satisfaction. Experience the future of optical retail management today!

A low-code platform designed for business automation enables the streamlining of corporate processes, facilitates the creation of custom CRMs, and accelerates app development by threefold while minimizing the need for extensive programming knowledge. This platform allows for the seamless integration of Business Process Management (BPM) and Robotic Process Automation (RPA) without requiring any coding skills, ultimately enhancing the efficiency of everyday operations. By automating both back-office and front-office functions effortlessly, businesses can achieve significant time savings. Moreover, the low-code platform simplifies the development of business applications, making it quicker and more accessible with reduced coding requirements. Additionally, software robots can effectively work within existing IT frameworks, automating tedious tasks such as data validation, document scanning, and form completion. As a result, RPA not only alleviates the burden of repetitive duties from employees but also boosts overall organizational productivity. This transformative approach to automation empowers businesses to focus on strategic initiatives rather than mundane tasks.

Securely authenticate users through SSO or SAML providers while exercising custom, granular control over permissions for any application. This powerful configuration enables you to implement on-premise solutions that utilize our rapid development tools, all while keeping your data protected within your secure network. Whether you are looking to improve customer-facing applications or refine internal workflows, it is essential to customize your onboarding processes to meet your specific requirements. You can effortlessly connect with your chosen services or manage all operations via Abstra. By automating various workflows, you can eliminate tedious and error-prone tasks. The integration of dynamic forms with streamlined processes enhances data collection, allows for timely reminders, and simplifies transactions. Furthermore, automating your reconciliation workflow not only conserves time but also guarantees data quality and transparency, which ultimately leads to better operational efficiency and accuracy. Additionally, harnessing these automation capabilities empowers teams to concentrate on more strategic initiatives rather than being overwhelmed by repetitive tasks, thereby driving overall productivity. In summary, adopting such a robust system not only elevates your operational capabilities but also positions your organization for sustainable growth and success.

Docutrax offers an innovative online platform for managing documents and certificates of insurance, tailored to fulfill the highest standards of risk management practices. This system streamlines numerous tedious, time-intensive, and error-prone tasks associated with obtaining and managing COIs and other essential documents. With proven effectiveness, Docutrax not only enhances compliance rates for insurance coverage but does so at a reduced cost, all while improving business processes in unprecedented ways. Its adaptable interface can cater to the unique needs of any organization. Additionally, all relevant parties receive automatic updates through tailored vendor and broker notifications, along with email alerts sent to the appropriate personnel. Our team of licensed insurance professionals is dedicated to providing knowledgeable support to our clients, including tenants, vendors, suppliers, contractors, and franchisees. This ensures that every aspect of the insurance process is handled with expertise and care, leading to greater satisfaction among all stakeholders involved.

Integrify is a cloud-driven, low-code platform designed for automating workflows, enabling businesses to streamline processes, create interactive forms, and establish self-service portals. Additionally, it provides capabilities to monitor performance metrics and track activity through detailed audit trails. With its open API, Integrify seamlessly connects with a variety of enterprise applications such as ERP, HRIS, and CRM, allowing clients to effortlessly exchange data across different systems within any workflow. To ensure the success of automation initiatives, we provide comprehensive support that includes dedicated account management, thorough implementation services, and training. Our platform offers numerous benefits, including unlimited forms, processes, file and document storage, transactions and requests, audit trails, reports, and dashboards, along with a branded self-service portal and API integration. Furthermore, we supply free starter templates for workflow apps and assign a dedicated account manager to each client to facilitate their journey.

Automating accounts payable processes revolutionizes your AP function, shifting it from a financial strain to a strategic cost-saving asset. With cutting-edge features such as invoice imaging, over 99% accuracy in index/capture OCR, and extensive digital document management, coupled with more than 90% auto-processing capability and an intelligent engine customized for your invoice handling requirements, your Accounts Payable operations will undergo a remarkable transformation. Furthermore, capital project management software facilitates the efficient oversight of projects, regardless of their scale. The implementation of a simple capital expenditure requisition system paired with real-time reporting ensures complete transparency for your team, all bolstered by business process improvement tools. Essential project management resources necessary for achieving your goals are included as standard! Take swift and effective control over your expenses with our enterprise-grade procurement software. The intuitive PO management system is crafted for ease of use by every member of the organization. Featuring real-time spend analysis, savings tracking, and pricing analytics, our purchasing software is perfectly suited for refining your procurement processes. In a rapidly changing business environment, enhancing these operations can result in significant, enduring efficiency and cost savings, ultimately leading to a more streamlined approach to financial management. With the right solutions in place, organizations can not only save money but also allocate resources more effectively for future growth.

The complete lifecycle of crucial business activities can be significantly improved by implementing process automation. Business process management software generally offers an array of modules designed to automate, manage, and optimize critical business functions. Moreover, it delivers essential assistance for project planning and timelines. BizProc, a business process automation solution created by SunSmart, allows for the configuration of various organizational processes, including accounts payable, accounts receivable, and legal contracts, using the Enterprise Workflow Foundation. This innovative tool removes monotonous and repetitive tasks, resulting in improved visibility and control over business functions. By facilitating the quicker completion of tasks, it lays a strong foundation for success in initial projects and empowers organizations to identify challenges and discover valuable opportunities. Ultimately, by refining these processes, businesses can attain heightened efficiency and productivity, leading to sustained growth and improvement in their overall operations.

Bautomate is an innovative automation platform crafted to improve and simplify business workflows across multiple industries. This cloud-based system harnesses cutting-edge technologies such as Artificial Intelligence (AI), Machine Learning (ML), and Natural Language Processing (NLP) to enhance operational effectiveness. By incorporating Robotic Process Automation (RPA), Business Process Management (BPM), and Document Management Systems (DMS), alongside Contextual Content Extraction, Bautomate successfully automates a wide range of business processes. The platform utilizes intelligent BOTS that enable adaptable and scalable workflows capable of efficiently managing numerous repetitive tasks by interfacing with various systems. Additionally, its Cognitive Content Capture function employs advanced extraction techniques to handle both structured and unstructured documents, including PDFs and images. The DMS element guarantees that documents are systematically organized, managed, and tracked securely throughout the organization, fostering a more unified operational structure. In summary, Bautomate stands out as a holistic solution for enterprises seeking to refine their processes, enhance productivity, and drive innovation across their operations.

Enable subject-matter experts (SMEs) to produce well-structured content effortlessly within the intuitive Microsoft Word environment, removing the barrier of needing to understand intricate markup languages such as DITA or XML. Meet specific demands, especially in regulated industries, by enhancing accuracy, consistency, and productivity through the implementation of modular content designed for reuse. Streamline the production process and cut costs by automating cumbersome, error-prone manual tasks suited for different content types. Guarantee that updates are consistently reflected across essential content components, such as legal text and disclaimers. Encourage seamless collaboration among SMEs and other stakeholders for the development, review, and management of content assets and their various elements. Avoid unnecessary repetition of text, visuals, graphs, and other content components. Maintain cohesive branding and messaging throughout multiple documents and platforms while cultivating a collaborative environment that yields higher content quality. This approach not only enhances the overall efficiency of content creation but also promotes innovation and adaptability within the organization.

Boost your company's productivity by tapping into proven process expertise combined with accessible business process and content solutions. Step into the digital age by eliminating paper-based workflows with our smart document and content management software. Esteemed by leading organizations worldwide for its sophisticated capabilities in document capture, electronic forms, e-signatures, workflow management, records handling, and security, Laserfiche Enterprise Content Management effectively manages a wide range of assets, including documents, videos, and photos, all while utilizing cutting-edge enterprise document management and innovative business process management tools. As a certified North American reseller of Laserfiche, Intellera distinguishes itself within the sector. Automating repetitive tasks through software robots allows your team to redirect their focus toward more valuable projects and responsibilities. Additionally, leveraging analytics enables you to monitor, evaluate, and enhance vital business processes, ensuring compliance, reducing risks, and generating insights that drive operational excellence. This comprehensive strategy not only increases productivity but also cultivates a business environment that is more agile and responsive to change, paving the way for long-term success. Ultimately, the integration of these technologies fosters innovation and adaptability, positioning your organization for future growth.

Complexity does not always correlate with growth, as demonstrated by Conga Orchestrate, which simplifies the automation, configuration, and management of numerous workflow steps and processes. By utilizing this tool, you can save valuable time and reduce the risk of errors that often arise from manual tasks. Salesforce also enhances process management by allowing the creation of repeatable workflows within its platform. Conga Orchestrate excels in automating intricate workflows that involve multiple steps, addressing the challenges posed by time-consuming, inconsistent, and error-prone manual processes. Additionally, this tool provides the ability to monitor these complex processes, enabling you to gain insights that highlight areas needing improvement. Built to integrate seamlessly, Conga's products allow you to automate and streamline commercial operations from start to finish. To truly understand the benefits, seeing the solutions in action can be invaluable, and we are eager to provide a demonstration tailored to your needs. Engaging with our demo will give you firsthand experience of how these automated processes can transform your operations.

Zapendo provides robust enterprise-grade tools for Contract Management and eSignature in a self-service format that remains accessible to companies of all sizes. Every organization, regardless of its scale, handles contracts, and Zapendo simplifies this by enabling users to swiftly track their contracts, monitor expiration dates, and recognize key stakeholders involved. With the platform, you can design tailored workflows to establish an approval process tailored to each contract, task, and deliverable your company creates within Zapendo. Additionally, all subscription plans come with unlimited eSignature capabilities, allowing users to attach signed documents to one or multiple contracts seamlessly, enhancing the overall management experience. This comprehensive approach ensures that managing contracts is efficient and straightforward for every business.

Delve into the domain of Technology Sustainability by utilizing expansive Content Services that allow for the efficient digital capture and management of documents, records, and cases. Improve Process Management by employing cutting-edge AI solutions to automate workflows and enhance operational processes seamlessly. Maintain strong Data Governance by embracing advanced technologies in cognitive search and analytics to ensure data integrity and accessibility. In the Public Sector, harness the latest technological advancements to drive progress within institutions, creating a beneficial impact on citizens, businesses, and the community at large. Within Healthcare, empower medical professionals to provide patient-centered services through diverse digital solutions while streamlining administrative and operational functions. For the Oil & Gas industry, manage essential information and maintain assets by embracing digital transformation and implementing effective strategies for sustainable operations. In the Engineering & Construction field, apply various automation tools from Intalio to strategically oversee engineering documentation and optimize construction project workflows, ensuring a cohesive and efficient process. By integrating these technological advancements across multiple sectors, organizations not only boost their operational effectiveness but also foster a culture of continuous innovation and improvement. This collective approach can lead to significant enhancements in service delivery and project outcomes across all disciplines.

Tessaract emerges as a powerful platform for business management, offering a cutting-edge cloud-based solution that streamlines workflow automation without requiring any coding skills, thus allowing B2B professional services firms to boost their growth through enhanced productivity and resource utilization. The platform features a comprehensive suite of modules, including practice management, case management, workflow management, document management, digital signature functions, and accounting capabilities. By placing a strong emphasis on client satisfaction, particularly in the legal sector, we ensure that our users experience optimal interactions. Our commitment to continuous development allows us to remain responsive to the evolving needs of our users, refining client, case, and document processes into an exceptionally streamlined solution. As a result, Tessaract not only keeps pace with the demands of modern businesses but also sets the standard for future innovations in business management. Ultimately, our dedication to ongoing enhancement solidifies Tessaract's position as a leader in the realm of business management solutions.

Effective software designed for forms and process automation significantly boosts efficiency within organizations. It emphasizes ease of use, speeds up workflows, and allows for a quicker attainment of benefits. With TAP's user-friendly drag-and-drop functionality, both workflows and digitized forms can be developed and deployed in just hours or days, a stark contrast to the months typically required by traditional methods, thus greatly accelerating operational execution. This improvement enhances collaboration and promotes rapid teamwork, even between different departments and external collaborators. Moreover, features such as automated alerts, electronic signatures, and role-specific access ensure that contributions are timely and relevant. Managers are equipped with insights into each workflow, enabling them to effectively oversee and refine performance. Users can easily access and share commonly stored resources, while all workflows and documents are securely archived for future retrieval and auditing purposes. Integration of best practices and compliance standards into each workflow helps to mitigate risks. Additionally, automating repetitive tasks not only reduces the likelihood of human error but also cuts costs, leading to a quick return on investment and realization of value. This forward-thinking strategy not only simplifies processes but also significantly boosts overall organizational productivity, fostering a culture of innovation and efficiency. Thus, embracing such automation tools can transform how businesses operate and compete in the market.

An Automated Document Management System (ADMS) leverages artificial intelligence and machine learning technologies to streamline the processes of indexing, extracting data, and validating essential information. This system effectively removes the need for labor-intensive manual processing, which often incurs high costs and takes considerable time. Users can conveniently examine the outcomes and trust the accuracy of the AI-driven evaluations. It is capable of handling extensive documents that can be managed, searched, accessed, and edited with ease. Cutting-edge natural language processing features are provided by top industry vendors. Furthermore, there is an option for pre-training on commonly encountered mortgage documents, and the system's capabilities can be adapted for various other sectors as well. This flexibility ensures that the ADMS can cater to a wide range of document management needs across different industries.

Jamio openwork is a comprehensive no-code platform that allows organizations to design, build, and deploy enterprise applications in a fraction of the time it would take with traditional development methods. The platform's user-friendly interface makes it easy to automate workflows, manage tasks, and digitize business processes without any coding knowledge. Jamio openwork offers seamless integration with existing systems, including ERPs and legacy tools, and helps businesses create tailored applications that streamline operations and boost productivity. With cloud-based deployment, real-time updates, and the ability to integrate a wide range of workflows, Jamio openwork empowers businesses to modernize and optimize their processes quickly and affordably.

FISPAN partners with your financial institution to provide seamless, automated solutions that enhance the management of accounts payable and cash flow. Bid farewell to the cumbersome and mistake-prone manual processes, and embrace a streamlined banking integration experience. Effortlessly link your banking services to your ERP or accounting software, which allows you to optimize your accounts payable operations, process vendor payments, manage expense reimbursements, and send out comprehensive remittance advice emails, all from your main system. This integration not only simplifies cash flow management but also improves reporting capabilities by embedding your banking portal directly into your ERP/accounting software. You'll find it easy to monitor account balances and transactions across multiple business entities, and you can conduct book transfers to simplify your daily accounting tasks. By collaborating directly with your bank, FISPAN ensures a secure and reliable flow of transactions into your ERP’s reconciliation module, eliminating the difficulties of bank statement formatting and enhancing financial efficiency. In the end, this collaboration equips businesses with the tools necessary to thrive in a rapidly evolving financial landscape, ultimately driving better decision-making and operational success.

Levity is a user-friendly, no-code platform that empowers you to develop personalized AI models, alleviating the burden of monotonous daily tasks. With Levity, you can easily train AI on various data types like documents, free text, or images without any programming skills. The platform seamlessly integrates intelligent automation into your existing workflows and connects with the tools you already utilize. Its design caters to non-technical users, enabling anyone to begin building automations in minutes without relying on developer assistance. For those overwhelmed by repetitive tasks that traditional rule-based automation cannot solve, Levity offers a swift solution for delegating these responsibilities to AI. You can explore Levity's comprehensive library of templates tailored for frequent applications like sentiment analysis, customer support, or document classification, allowing you to start quickly. By incorporating your unique data, you can customize the AI to meet your specific requirements, while remaining involved only in more complex scenarios, enabling the AI to learn and improve over time. This innovative approach not only enhances efficiency but also fosters growth in your automated processes.

ProcessMaker is an open-source platform designed for managing business processes and workflows effectively. Its user-friendly drag-and-drop interface allows individuals to improve their operational processes while they create, execute, analyze, and optimize various business functions. As a powerful BPM tool that accommodates multiple languages, it stands out as a top choice for organizations in need of a production-ready solution. Notable features include a REST API, a flexible form designer, essential dashboards, a document output generator, user portals, a case inbox, and various management tools for users, among other functionalities. This extensive array of tools not only enhances user experience but also positions ProcessMaker as an ideal selection for businesses looking to streamline their workflows and improve productivity. By leveraging its capabilities, organizations can effectively adapt to changing demands and achieve greater overall efficiency.

e-finity serves as our top-tier solution for data collection and inspections. This innovative application employs a structured form-based method for conducting inspections, presenting forms that detail particular devices alongside a series of questions for inspectors to answer. The platform is engineered to promptly detect any inadequate responses based on established criteria, which enhances both precision and effectiveness in the inspection workflow. Furthermore, e-finity optimizes the entire process, enabling inspectors to uphold exceptional quality standards while simplifying their tasks. The integration of this tool ultimately contributes to improved overall inspection outcomes.

The processing of invoices has consistently been acknowledged as one of the most demanding and error-laden tasks in organizations. Daily, billions of dollars in invoices are processed, creating challenges for accounts payable teams as they are required to manually check, extract details, download, and prepare data for payment systems. With the advent of digital transformation, the automation of this process has accelerated significantly, enhancing both efficiency and effectiveness while reducing human errors and allowing organizations to cut costs. HCL’s EXACTO™ Invoice stands out as a distinctive platform that employs patented artificial intelligence, deep learning, and natural language processing to optimize the data extraction from invoices, receipts, and purchase orders. It integrates smoothly with various sources and can handle documents in over 13 languages, featuring advanced AI and machine learning capabilities for document classification and digitization. This cutting-edge technology not only conserves time but also enables companies to dedicate their resources to strategic projects instead of mundane administrative duties. By embracing such innovations, businesses can significantly transform their operational landscape.

Many service providers offer self-service features that essentially place the responsibility on you. Understanding the demands of your hectic schedule, we are here to lend a hand. By utilizing our powerful Enterprise Hardened Expense Management software, MethodiCall, alongside our extensive industry expertise, you can achieve fast and accurate results. Unlike several companies that claim to deliver all-encompassing self-service options, they often just shift the responsibility onto you! Acknowledging your limited resources, our managed service is not only robust but also designed for ease of use. We streamline the process of obtaining invoices and electronic billing feeds directly into our leading platform, MethodiCall, while also integrating your corporate directory, which includes Divisions, Departments, and GL numbers. Our solution allows for the automated distribution of reports throughout your organization. Given that your carrier bills can be lengthy and intricate, often filled with errors, we convert them into actionable management insights, significantly lightening your administrative load. By enhancing internal business processes, you stand to gain considerable time savings and boost overall efficiency. This shift allows you to concentrate more on strategic initiatives, freeing you from the hassle of monotonous administrative duties. Embracing our service not only simplifies your workload but also empowers your team to achieve greater success.

BizOps software ensures a seamless flow of data, encompassing a wide array of processes from the creation and conversion of prospect files to quoting, ordering, scheduling, advanced inventory management, production supervision, purchasing, receiving, and access to customer and vendor portals, among various other capabilities. Additionally, we effectively integrate with accounting systems like Sage 50 and QuickBooks to manage data interactions. Aegis Commerce Solutions, Inc. not only creates innovative products but also provides bespoke software development services that enable us to tailor or enhance functionalities according to each client's specific needs. BizOps integrates all essential features and enhancements necessary to foster continuous improvements in business process automation, ensuring our clients can adjust effortlessly to the shifting landscape of market conditions and demands. This level of adaptability not only aids businesses in staying competitive but also enhances their ability to respond swiftly to changes in their operating environment, reinforcing their market position.

Symbio emerges as a pioneering software solution within the BPM sector, serving as a digital partner for every member of an organization. Our mission is to develop the most user-friendly business navigation platform that proficiently designs, examines, and improves all aspects of the enterprise. Together with the BPM community, we are embarking on a thorough renovation of our Business Manager. By utilizing automated process modeling, Symbio creates a digital representation of your entire organization, covering everything from strategic goals to critical documentation. When paired with real-time operational data, this business map transforms into a dynamic and actionable tool. This encompasses modeling workflows, integrating processes and risks with customer experiences, as well as overseeing document management. By laying down the groundwork of your business map, you are empowered to optimize daily operations effectively. Additionally, by linking operational data with the business map and targeted processes, you can identify and seize opportunities for optimization. This continuous improvement not only refines your organizational workflow but also equips you for sustained success in the future. In an ever-evolving business landscape, Symbio stands ready to adapt and grow alongside your organization.