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onPhase
onPhase
Maximize efficiency with intelligent automation for finance teams.
Revolutionizing the management of essential financial documents like contracts, invoices, receipts, financial statements, and purchase orders, DocuPhase streamlines the process by converting paper records into digital formats. This transformation allows for the consolidation of documents into a user-friendly repository, making data storage and retrieval more straightforward while improving security and ensuring compliance.
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Interfacing’s IMS is an AI-enabled platform that combines business process modeling, quality management, controlled documentation, and governance/risk capabilities in a single hub. Organizations rely on IMS to document and automate workflows, maintain versioned records, manage risk programs, and keep compliance activities aligned with regulatory requirements through full lifecycle traceability.
Developed for industries where accountability and oversight are essential, including aerospace, pharma/biotech, finance, and government, IMS delivers operational insight, workflow automation, and intelligent recommendations that help reduce risk and improve quality outcomes. The platform holds ISO 27001 certification and includes 21 CFR Part 11 validation, supporting secure use in high-compliance environments. Additional capabilities include low-code app creation, AI-based process mining, audit management, CAPA and training modules, and performance dashboards. AI improves governance accuracy, strengthens compliance posture, and supports ongoing improvement.
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Square 9
Square 9
Managing information can be hard. We make it easy.
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.
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Avanquest
Transform your document workflow with seamless PDF solutions.
SodaPDF offers a comprehensive software solution designed to help businesses efficiently accomplish their document-related tasks with ease. Whether you need to edit, create, convert, or sign PDFs, this versatile tool caters to all your specific needs. By utilizing the top PDF editor and converter available, you can seamlessly modify your documents. The user-friendly PDF tools streamline any document workflow, enhancing productivity. Notably, our Batch tool stands out as the quickest Microsoft Office-to-PDF converter on the market, enabling you to generate or convert multiple PDFs simultaneously. Additionally, you can effortlessly add page numbers, watermarks, and Bates numbering to numerous files or folders in one go. The E-Sign feature facilitates the remote signing, management, and tracking of electronic signatures, making it an invaluable asset for modern business practices. With OCR Edit, you save valuable time by eliminating the necessity to retype text, as it allows for quick searching, recognition, and modification of images or scanned documents. Furthermore, you can access the complete suite of Soda PDF tools and services from your desktop or any web-enabled device, ensuring flexibility and convenience in managing your documents. This adaptability makes SodaPDF an essential resource for any organization looking to enhance its document efficiency.
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Apryse
Effortlessly edit, create, and secure PDFs on any platform.
Experience seamless creation, review, and editing of PDF documents with this comprehensive PDF editor designed for Windows, Mac, and Linux platforms. PDF Studio offers an intuitive interface and serves as a reliable alternative to popular PDF editors like Adobe® Acrobat®, providing all essential PDF functionalities at a more budget-friendly price while ensuring complete adherence to PDF standards.
Among its standard features, PDF Studio allows users to create PDFs, convert scanned documents to PDF format, and annotate or markup files with ease. Additionally, it includes precise measuring tools, the ability to fill out and save PDF forms, and options to secure documents through password protection. Users can manipulate pages by appending or deleting them, as well as create custom watermarks, headers, and footers. Advanced tools like loupe, pan & zoom, and rulers enhance the user experience, while integration with document storage solutions and DocuSign adds further convenience. Notably, it also supports PDF 2.0 standards, ensuring compatibility with the latest PDF advancements.
For those seeking even more functionality, PDF Studio Pro encompasses all standard features with the addition of advanced tools. Users gain access to an interactive form designer, optical character recognition (OCR) for text recognition, and the ability to edit content, including text and images. Furthermore, the Pro version allows for redaction and sanitization of sensitive information, comparing multiple PDFs, optimizing document size, and digitally signing PDFs. Enhanced imposition features round out this powerful PDF editing suite, making it suitable for professionals in need of robust document management solutions.
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Klyck
Klyck
Empower your sales team, streamline processes, close deals efficiently.
Klyck empowers businesses to secure more deals while fostering robust relationships. By ensuring that sales teams access the appropriate sales and marketing materials at critical moments, Klyck enhances the quality of customer interactions. Its insightful data analytics enable sales and marketing leaders to grasp customer engagement levels and formulate effective sales strategies. By merging content intelligence with training integration and customer segmentation, Klyck transforms any sales representative, whether experienced or novice, into a competent sales professional. Discover how Klyck’s automated sales solutions assist B2B clients in refining their sales processes, increasing deal closures, and optimizing the use of sales materials. Navigating a complex B2B sales cycle can be challenging; however, our platform streamlines customer dialogues by enhancing sales alignment, significantly minimizing the time needed to locate sales content, and delivering impactful data analytics on customer engagements. Moreover, Klyck’s innovative approach ensures that sales teams are not just equipped but are also empowered to excel in a competitive marketplace.
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Perftech.DocSay
Perftech d.o.o.
Streamline your documentation processes with flexible, efficient solutions.
Perftech.DocSay is a versatile document management solution designed for efficient handling of information in contemporary settings. This solution offers extensive customization options, enabling it to align seamlessly with your organizational workflows and requirements.
With Perftech.DocSay, you can oversee a variety of documentation needs such as managing ISO-related documents, invoices, project management files, and quality assurance records. Additionally, it provides a secure space for storing original documents like contracts and quotations.
The system facilitates the processing of incoming mail along with all necessary associated procedures, ensures accurate validation and capture of invoices, and allows for the electronic archiving of ERP documents. It also supports the management of project documentation and quality systems, including ISO standards. Moreover, the automation of document workflows enhances operational efficiency, while the system's open architecture allows for easy integration with ERP solutions. This flexibility further enhances its utility across diverse business environments.
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Document360
Kovai
Empower your organization with intelligent, efficient documentation solutions.
Document360 serves as an intelligent platform for building a comprehensive knowledge base. Equipped with robust AI capabilities and sophisticated tools, it empowers organizations to develop, administer, and disseminate high-quality documentation across various applications effectively.
Potential Applications
Knowledge Base for Clients and Internal Teams
Establish a unified knowledge repository featuring AI-enhanced search capabilities and automatic tagging, ensuring quick access to information and boosting team efficiency. Utilizing analytics enables the identification of content gaps and facilitates optimization.
Technical Documentation (Including API Guides)
Enhance technical writing with markdown compatibility, version management, and developer-friendly features such as code snippet integration. AI technology plays a crucial role in maintaining the accuracy and relevance of the content produced.
Standard Operating Procedures (SOPs)
Ensure uniformity in processes across departments with a centralized location for SOPs. The AI-driven system aids in categorizing and suggesting content, simplifying both creation and updates.
User Manuals
Craft professional-grade manuals with diverse customization features, AI-driven summarization, and localization options, catering to the varying preferences and needs of users. This versatility guarantees that the documentation is not only informative but also accessible to a broader audience.
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Zendoc
Zendoc
Transform your document management with effortless automation and insights.
Zendoc represents a cutting-edge document automation solution designed to enhance business workflows through actionable insights. Founded by tech entrepreneur Laurent Lathieyre and senior software engineer Olivier Colle, Zendoc emerged from a team of experienced professionals and received support from Techstars Seattle, a global leader in innovation and investment.
Our goal is to simplify the process for teams to locate their documents, access necessary information swiftly, and stay on top of their responsibilities. With a user-friendly interface, no-code features, and seamless integrations, Zendoc empowers teams to turn every document into actionable data, thereby restoring control and visibility during crucial moments.
The capabilities of Zendoc include the ability to:
Effortlessly find and retrieve documents.
Facilitate collaboration among team members for contract management, organization, and viewing.
Integrate seamlessly with popular applications, enhancing overall productivity and efficiency.
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Assembly Neos
Assembly Software
AI-Powered Practice Management for Modern Law Firms
For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.
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Zapendo
Zapendo
Streamline contract management with effortless eSignature capabilities today!
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.
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Hopted
Hopted
Automatically pull Amazon data into Google Sheets and sync real time
Hopted is a powerful data automation platform that transforms Google Sheets into a live business dashboard by connecting it directly with the tools your business relies on — including Amazon Seller Central, Shopify, and more. Built for operators, analysts, and business owners, Hopted simplifies how teams access, update, and act on their data — all from the comfort of a spreadsheet.
Instead of exporting CSVs, formatting reports, and manually refreshing dashboards, Hopted pulls real-time data directly into Google Sheets. Track performance metrics, financial data, ad spend, inventory levels, and more — always up to date, always reliable. Whether you’re reporting on sales, analyzing profitability, or collaborating on growth initiatives, your team gets the full picture without version chaos or stale data.
What sets Hopted apart is its 2-way sync capability. You can not only extract data from your apps into Sheets, but also push updates back — whether it’s adjusting listings in Amazon Seller Central or syncing changes to other tools in your stack. This turns your spreadsheet from a static report into an active control center.
For Amazon sellers, this means syncing FBA, AWD, and Ads data directly into Sheets, calculating true profitability, managing inventory in real-time, and spotting operational inefficiencies fast. For agencies and consultants, it means scaling insights across multiple accounts with standardized workflows and fewer errors.
Hopted is cloud-based, easy to implement, and designed to work for teams of all sizes. With customizable workflows, scheduled syncs, and full visibility into your data, Hopted helps you save time, reduce risk, and make smarter decisions faster — right where your team already works.
Say goodbye to CSV chaos and manual workflows. With Hopted, your spreadsheets become a true source of operational clarity and control.
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FileHold
FileHold Document Management Software
Streamline your enterprise with powerful, paperless document management.
FileHold is a robust document management and workflow system tailored for large enterprises aiming to move towards a paperless environment. This versatile solution can be implemented on-site, in a secure public or private cloud, and boasts an extensive array of features such as document scanning, indexing, version control, and advanced searching capabilities. Additionally, it allows for seamless document linking and is designed to work effortlessly across all web browsers, providing a rich desktop experience while being fully optimized for mobile devices. Furthermore, integration with popular platforms like MS Office, SharePoint, Active Directory, and Teams is readily available without requiring extensive setup. With a comprehensive API documentation, FileHold ensures that organizations can customize and extend its functionality to meet their specific needs effectively. Moreover, its user-friendly interface simplifies the adoption process for staff, promoting a smoother transition to digital document management.
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Gavel
Gavel
Revolutionize your legal practice with seamless document automation.
Transform your legal practice by automating various processes, enabling you to manage your time more effectively, and enhancing your ability to serve a greater number of clients. Gavel is an innovative document automation tool designed to create tailored web forms that automatically fill in data for your Word or PDF documents, allowing users to reduce their drafting time by an impressive 90%.
Key features include:
Enhanced document creation: Instantly produce precise, tailored, and impeccably formatted documents.
Robust workflows: Optimize and collaborate on both internal operations and client-facing tasks seamlessly.
Effortless client engagement: Simplify the onboarding process and maintain communication with clients via a client intake system and online portal.
New revenue streams: Bundle, deliver, and monetize digital legal services efficiently.
Secure and centralized information: Manage, search, and link client data from any location, ensuring accessibility and organization.
By embracing these solutions, legal professionals can not only improve their efficiency but also elevate the overall client experience.
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Axelor
Axelor
Streamline operations and boost productivity with unmatched flexibility.
Axelor is a customizable Open Source ERP, CRM, and BPM solution that features over twenty business applications. It boasts a sleek modern design paired with user-friendly navigation. This innovative management tool is designed to provide both simplicity and efficiency, making it easy for users to operate. Axelor stands out due to its exceptional flexibility, offering a fresh approach to business management. With its built-in BPM capabilities, you can swiftly adapt to changes in your business environment with minimal configuration and little custom development required. This adaptability empowers organizations to stay agile and responsive to evolving demands. Overall, Axelor not only streamlines operations but also enhances overall productivity.
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dMACQ DMS+
dMACQ Software
Streamline workflows, enhance visibility, empower informed decisions.
Meet dMACQ DMS+ – The AI-Driven Document Management Revolution
Tired of clunky, outdated document systems? dMACQ DMS+ is here to change the game. Harnessing cutting-edge AI, our next-generation platform redefines how businesses digitize, secure, and optimize their critical documents—smarter, faster, and effortlessly.
Why dMACQ DMS+ Stands Out:
✔ Lightning-Fast AI Search & OCR – Find any file in seconds with NLP-powered search and precision text recognition.
✔ Intelligent Metadata & Tagging – Automatically categorize, label, and organize documents for instant access and airtight compliance.
✔ Seamless Automation – Say goodbye to manual work with AI-driven workflows, smart routing, and real-time compliance tracking.
✔ Bulletproof Document Control – Track every edit, restore previous versions, and maintain a flawless audit trail—effortlessly.
The Future of Document Management is AI. The Future is dMACQ DMS+.
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Folderit DMS
Folderit
Streamline your documents effortlessly with secure e-signing solutions.
Experience the world's most intuitive document management software. Enjoy limitless e-signing capabilities. It's both budget-friendly and secure—sign up now for a complimentary 14-day trial!
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Everleagues
Everleagues
Achieve seamless collaboration and boost productivity, anywhere, anytime.
Collaborating remotely with your clients and team is entirely achievable. Within just a few minutes, you can establish a private workspace tailored to your company’s needs. By consolidating all your essential tools in one location, you can significantly enhance productivity while working from different locations. EverLeagues serves as a hub that connects all users within your organization, whether they are internal staff or external partners, facilitating collaboration on daily tasks through a secure platform. This integration leads to improved service delivery, minimized time expenditure, and decreased operational costs. Communication is streamlined through various channels, allowing employees, clients, and other stakeholders to interact seamlessly within groups or teams. Features like secure messaging, video conferencing, and file sharing make it simple to stay connected. EverLeagues prioritizes the security of all your communications and documents, ensuring that productivity remains high. You can easily organize and oversee your business operations using a structured role- and tier-based system. Additionally, EverLeagues allows for the straightforward assignment of team members to specific organizations, catering to various locations or departments, while also enabling the allocation of clients to designated professionals or team members for personalized service. This adaptability ensures that your team can function effectively, regardless of geographical barriers.
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Jalios
Jalios
Transform collaboration with a secure, unified digital workspace.
Jalios provides a powerful Digital Workplace ecosystem built to help organizations modernize communication, streamline teamwork, and centralize knowledge in a secure and customizable environment. Its platform unifies intranet communication, social interactions, project management, document collaboration, and real-time discussions under a single digital roof. Through AI-enhanced publishing tools, tailored interfaces, and easy integration with Microsoft 365 and other enterprise systems, Jalios ensures every team can work more intelligently and consistently. It supports diverse use cases—from internal communication and document governance to project tracking and extranet community management—making it adaptable to organizations of all sizes and sectors. Frontline workers, remote teams, and distributed networks all benefit from tools designed to improve engagement, access to information, and productivity. Jalios also excels in knowledge management, enabling teams to capture, enrich, and share expertise across the organization. With its CSPN certification and governance-focused architecture, the platform prioritizes security, sovereignty, and responsible digital practices. Its approach empowers businesses to maintain high standards of data protection while enabling innovation and collaboration at scale. Trusted by more than 500 organizations and millions of users, Jalios has become a cornerstone solution for those seeking a modern, unified, and resilient digital workspace. From administrations to enterprises and educational institutions, Jalios supports organizations in creating more connected, efficient, and engaged work environments.
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Legal Suite
Legal Suite
Revolutionize legal management with seamless document digitization solutions.
Legal Suite offers innovative solutions tailored for corporate legal departments and law firms. As a member of the Septeo Group, a significant force in technology for legal professionals, real estate managers, and IT teams, Legal Suite brings expertise to over 120,000 users worldwide. Eliminate the hassle of searching for documents and emails by digitizing all paper files, making them easily searchable and accessible. Gain a comprehensive view of all client interactions in a single location, enabling prompt responses to inquiries. Streamline the document naming process to ensure uniformity; unlike humans, who may produce varied names for similar documents, our software guarantees consistent naming conventions, simplifying the retrieval process. Enhance the security of your communications by utilizing a private and interactive workspace portal designed for the safe exchange of information with both internal clients and external partners. This secure environment not only facilitates effective collaboration but also fosters trust among all parties involved.
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docEdge DMS
Pericent
Streamline document management, boost productivity, embrace digital transformation.
Embracing digital transformation is undoubtedly a crucial move for any organization aiming to keep up with industry demands and remain competitive. As businesses expand their goals daily, the rapid increase in content and processes makes managing documents manually increasingly challenging.
docEdge Document Management Software provides an excellent solution for efficiently handling all business-related documents, allowing users to manage them conveniently from any location.
By transitioning to a smarter, digital approach, you can delegate the burdensome task of document management to docEdge and liberate yourself from the chaos of traditional methods. This shift not only enhances productivity but also enables you to focus on more strategic initiatives within your organization.
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OnBase
Hyland
Transform your business with seamless content and process management.
OnBase, the flagship solution from Hyland, serves as a comprehensive enterprise platform designed to oversee your content, processes, and cases seamlessly. This platform consolidates all business-related content, ensuring that essential information is accessible to you anytime and from anywhere. By utilizing OnBase, organizations can enhance efficiency, deliver superior customer experiences, and mitigate risks effectively. It is a versatile platform that empowers users to create content-enabled applications and complements existing core business systems. This integration is beneficial not only to various business units but also to the IT department, fostering collaboration and synergy. The low-code development environment enables the rapid creation of content-driven solutions, significantly cutting down on development time, costs, and departmental silos. Moreover, OnBase can be deployed in cloud environments, extended to mobile devices, and integrated with pre-existing applications. Thus, organizations can enjoy the robustness and security that the OnBase platform inherently offers, all while optimizing their operational capabilities. In this way, OnBase represents a pivotal tool for businesses aiming to streamline their processes and enhance overall performance.
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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.
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Smart Record
Smart Record
Transform your record management with seamless digital efficiency.
Smart Record is an advanced software platform that fundamentally changes how organizations manage records by digitizing and automating the entire record-keeping process. Moving beyond outdated paper-based systems, Smart Record ensures that all records are accurate, reliable, and easily accessible throughout their full life cycle. The platform allows authorized personnel—whether employees, customers, or partners—to create, edit, and collaborate on records seamlessly, using intuitive tools such as a drag-and-drop form builder and a wide array of pre-built templates tailored for various business needs. Users benefit from a personalized calendar that helps schedule and track record-related tasks efficiently, supported by customized notifications that keep stakeholders informed in real time. The transactional audit log meticulously documents every action and change to maintain full transparency, compliance, and data integrity. By automating workflows and eliminating the physical handling of documents, Smart Record reduces operational delays, human errors, and security risks. This streamlined approach not only protects sensitive corporate assets but also enhances productivity by simplifying record-related processes. Smart Record’s modular design can adapt to different organizational requirements, making it suitable for businesses of all sizes and industries. The platform’s focus on collaboration, automation, and compliance helps enterprises maintain control over their information assets in an increasingly digital world. Ultimately, Smart Record empowers organizations to modernize record management, turning it into a strategic advantage rather than a logistical challenge.
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DocuSoft
DocuSoft
Streamline your document management with cutting-edge cloud solutions.
Docusoft partners with financial experts to design software and develop cutting-edge solutions tailored to their needs. We tackle challenges related to document management, cloud storage, client data administration, workflow optimization, and safeguarding information. Our offerings encompass a variety of services, including file sharing, document distribution, electronic signatures, and more. By collaborating closely, we aim to deliver top-notch software solutions for accountants, insolvency experts, financial consultants, and various professional service firms globally. Each interaction or business dialogue generates or alters files and documents, underscoring the importance of efficient management. Docusoft CloudFiler stands out as an exceptional tool for cloud document management, adept at handling your business communications seamlessly. Users can conveniently search, retrieve, create, automate, and process business documents from any web browser, ensuring accessibility and efficiency. Additionally, our advanced OCR search functionalities enhance the ability to review and manage documents effectively, streamlining workflows even further.