Docupace
docupace.com
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
Revver
revverdocs.com
Revver, formerly known as eFileCabinet, is the pioneer of solutions that help companies digitize and automate their document-dependent work. The company’s award-winning and category-redefining platform, also called Revver, transforms document-dependent work from a burdensome task to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. With strengths in organization, findability, automation, collaboration, and security and compliance, Revver empowers teams to efficiently and effectively handle all aspects of document work. Revver is a document management solution that combines advanced OCR, secure file sharing, and powerful workflow automation tools to transform how businesses deal with paperwork. Revver can recognize any document type, so when they’re scanned or uploaded, the system knows what to name it and where to file it. With strengths in organization, findability, automation, collaboration, and security and compliance, Revver empowers your team to handle all aspects of document work. Revver is a document management solution that combines advanced OCR, secure file sharing, and powerful workflow automation tools to transform how your business deals with paperwork. Revver can recognize any document type, so when you scan or upload it, the system knows what to name it and where to file it, and can retrieves it in an instant, so you don't have to deal with the setbacks of lost or misplaced documents. Share documents with coworkers and clients alike with encryption-backed file sharing and complete documemnt tasks with Revver's native eSignature and one-click approvals. Coupled with intuitive automation and compliance tools, and Revver is one of the most comprehensive, all-in-one business applications on the market. Additionally, Revver's award-winning support helps you with your software implementation every step of the way, so you can get the most out of your document management solution.
Aquant
aquant.ai
Aquant’s Service Co-Pilot platform helps enterprise organizations reduce service costs, improve customer experiences, and identify the best solution to any service-related issue. Using a service domain-specific natural language processing model, Aquant’s best practice engine mines service data, including work orders, logs, manuals, and notes. Then, it improves AI performance by converting expert knowledge into synthetic data, training Service Co-Pilot to adapt based on feedback rather than hard-coded workflows. Aquant empowers every stakeholder (e.g., the end customer, contact center agent, or field technician) to diagnose and resolve problems like an expert. The platform enables business leaders to analyze service performance trends and make strategic decisions informed by data.
Iris
heyiris.ai
Iris is revolutionizing the deal desk for businesses around the world. As deal cycles have become more complex (more buyers, more competition, and tighter budgets), the role of GTM teams have drastically changed. To win today, sellers need to be able to customize content to specific buyers using institutional knowledge that has historically been dispersed throughout a business. Every company sells. Iris makes the hardest parts of selling easier with AI. Using your institutional knowledge, Iris generates highly-tailored content like RFPs, security questionnaires, and other sales enablement and support content to accelerate deal cycles, win more business, and enable higher-performing and more knowledgable teams.
WorkfloPlus
intoware.com
WorkfloPlus is a connected worker platform that ensures processes are done right first time, every time: driving productivity, connectivity and simplicity. WorkfloPlus provides greater insight for data informed decision making, while ensuring standardised, repeatable and auditable processes. * Digitised Processes: Using paper is a thing of the past. Ensure your tasks and work instructions are captured and followed correctly while creating a dynamic audit trail to drive better communication and compliance. * Powerful Insight: WorkfloPlus captures detailed data on how each and every task is carried out to provide a powerful new source of business intelligence and enable data-informed continuous improvement. * Data Automation: Generate reports as soon as tasks are completed and instantly send the information to exactly where it needs to be. So you’ll always have a 100% accurate real-time view of your operations.
FAT FINGER
fatfinger.io
FAT FINGER - Create procedures, checklists and workflows in seconds. Drag & drop digital procedures that drive operational excellence. In seconds anyone can build and deploy enterprise-grade mobile applications using an easy drag-and-drop no code builder. FAT FINGER uses machine learning to coach app users in real-time to make safer and improved decisions. Based in Houston, Texas FAT FINGER streamlines industrial operations with an initial focus in manufacturing and energy. Institutional investors include the Mercury Fund, Correlation Ventures and SURGE Ventures. Try building your digital procedure on FAT FINGER for free: - Waste Management - Asset Inspections - Field Tickets - Health Safety Environment / HSE workflows - Oil & Gas / Petrochemicals - Manufacturing What do they do? * FAT FINGER mobile app for easy procedures and data capture in the field on any device * Integration into existing systems providing the user with one FAT FINGER front end app for all processes/systems * Real-time analytics and reporting providing operational performance to management * Empower users to create and modify their own processes rapidly with our drag and drop builder
ChekRite
chekrite.com
A sustainable, simple, affordable, and scalable digital inspection platform, specifically built for site, that allows you to instantly capture reliable data anywhere in the field. ChekRite changes the way that you do inspections, checklists and audits for your business lowering costs by up to 95% over traditional paper-based systems
Simpli inspect
simpliinspect.com
Optimize O&M across sites with AI-driven CAFM platform via cloud-based controls, intelligent management, resource conflict resolution, and compliance. Experience the future of portfolio scale operations and maintenance with Simpliinspect’s unified O&M applications powered by a AI, IoT overlay platform. Simpliinspect is an inspection audit platform for O&M and safety and compliance. Simpliinspect helps to improve Productivity and Operation and Safety.
1st Reporting
1streporting.com
1st Reporting is a digital form and checklist solution for mobile audits, inspections, incidents, or any other reporting of your business needs. With organizations spanning multiple departments taking advantage of the 1st app solution, you can trust this customizable mobile reporting app to accelerate your company processes. Report incidents, fill out custom-built forms, do inspection reports and site audits, all on the go with our pre-built templates and instant notifications. Make fully customizable checklists and more in an elegant and intuitive user interface your team will love. Don’t know where to start? Select from our expansive list of pre-built templates. Customize your notifications so your inspections, forms, field reports, and more all alert the right person in your team in real-time. No more missed incident reports with this app in your corner. With organized workflows and real-time notifications, it’s no wonder so many teams are adopting this mobile reporting app for both small businesses and corporations.
Next Matter
nextmatter.com
Next Matter workflows are built to handle complex jobs. Its workflows are reliable, scalable and audit-ready, and are used in critical areas like Compliance, Customer Service, and Operations. Companies like Trade Republic, WeFox, Stuart, Dance, Onto and Aerones automate workflows with Next Matter to run reliably – every single day – across teams, systems, and external parties. It’s simple to optimize, infinitely flexible, and robust for enterprise-scale. Next Matter is powered by veteran operations and tech experts, and a market-leading customer success team who go the extra mile to help companies achieve operational excellence. Next Matter is proud to be backed by OMERS Ventures, Crane, and BlueYard, a team of investors who believe in its mission: enabling every company to build better operations.
Kizeo Forms
kizeo-forms.com
Kizeo Forms is a mobile forms application to automate various activities. Available for any industry, easily automate processes with this data collection tool! The solution allows you to: * Create your forms and collect data * Create workflows and optimise your processes * Share and transfer data, recover filled out form data and analyse * Integrate with various software at no additional cost It is the ideal solution for field workers. Kizeo's customers: * Save 2 hours per day by avoiding data re-entries * See a 30% increase in productivity by managing data more efficiently * Generate reports 5 times faster * Complete a day’s worth of paperwork in 30 minutes
Joyfill
joyfill.io
Joyfill provides you with ready-to-use embeddable UI SDKs, APIs, and Services that empower you to add powerful Form and PDF capabilities directly inside your own application on web and mobile. To your end users, Joyfill is an easy-to-use interface that allows them build any form, digitize any legacy PDF and then fill those documents out on web or mobile directly in your own applications. To customer success teams, Joyfill is an easy-to-use drag-and-drop form builder that allows them to build any kind of form or digitize any PDF provided by your customers. No need to wait on the developers anymore. Everything can be managed, prepared, and published directly inside the Joyfill Manager. And to developers, Joyfill is a powerful set of ready-to-use Embeddable UI Components and APIs that can used to add powerful form and digital PDF solutions directly inside your own product on web and mobile without the 1000s of hours spent on development and support.
naturalForms
naturalforms.com
naturalForms is a user friendly mobile data capture solution that makes it easy for businesses to make the transition from paper forms to digital data. naturalForms provides an optimal user experience for capturing data on iPad and Android tablets by providing a natural human machine interface using handwriting, gestures, images, and voice. naturalForms allows users to easily and efficiently complete business forms using natural input methods (photos, drawings, notes, GPS, and electronic signatures). Captured information is immediately converted to digital data, verified for accuracy, validated with enterprise rules, and available in standard file formats for integration. This straight-through processing capability eliminates cycle time delays, resulting in unsurpassed workflow optimization and significant cost savings. Key features of naturalForms: * Use your own business forms to automate any workflow (sales, service, inspections, HR, etc). * Pre-populate form data by importing from a .csv file or using the naturalForms Integration API. * Collect data naturally using checkboxes, radio buttons, drop‐down option lists, date/time wheels. * Capture and annotate photos, make notes, mark up diagrams, or create freehand drawings. * Collect handwritten signatures and GPS coordinates for enhanced accountability and operational control. * Make your forms work for you with advanced field features such as calculations, auto fill, and conditional mandatory fields. * Automatically review forms and get immediate notification if a form is incomplete or does not adhere to the business rules. * Send data wherever you need it in standard file formats or integrate directly to your backend systems using a complete library of APIs in our Software Development Kit. * Collect and process forms even when wireless and Wi-Fi network services are not available (works on and offline). * Print and email forms directly from the application or export a PDF to Dropbox. * Easily administer your naturalForms solution with a robust administrative module.
Appenate
appenate.com
The rapid mobility platform for IT solutions, software vendors and enterprise. Appenate is the rapid mobility platform for IT solutions providers, software vendors and enterprise. * Mobilise business processes * Drag 'n Drop App Builder * Seriously Dynamic * Built for Data * Ready for Real Business * Easy Data Templates
Appify
appify.com
Appify is your partner relationship management solution. Appify is the best platform to build rich web & mobile solutions that are sophisticated, easy to use, and can connect to any system of record.
Lumiform
lumiformapp.com
Lumiform is the first and only Workflow Automation Platform for frontline workers. It improves quality, occupational safety & digitalization for frontline teams in every industry. They are changing the direction of workflow automation procedures from analogue to fully digital.
ProcessMaker
processmaker.com
ProcessMaker is an American multinational corporation headquartered in Raleigh-Durham, North Carolina. The company's low-code intelligent automation platform empowers organizations to design business processes in seconds—no experience necessary. ProcessMaker effortlessly automates mission-critical processes, capitalizes on the next generation of AI-powered innovation, and unlocks the full productivity of your skilled workforce. The platform also offers a range of free trials to showcase ease of use and technical innovation.
Forms On Fire
formsonfire.com
Forms On Fire is a mobile app for capturing and dispatching mobile forms such as inspections, audits, safety reports, orders, and many other tasks. Designed for businesses in construction, agriculture, field service management, food safety, manufacturing, transportation, facility / property management, utilities, and oil & gas industries. Users design their forms, and then use the forms on their iOS, Android, or Windows device to capture information. The mobile app works both offline and online. Users can select from a library of more than 140 pre-designed form apps, or produce their own custom form and data-driven apps using the drag-and-drop form designer. No coding experience is required. Forms can be designed to align precisely with existing forms created in Word or Excel. Your apps will capture text, numbers, dates, photos, video, audio, annotations, barcodes, near-field communication (NFC), signature, GPS locations, mapping, and more. Users can automatically dispatch forms to other remote users and send notifications back to the office via email, with the ability to send emails instantly, after a delay, or according to user-specified conditions. Email layouts can be customized, and form fields can be used for email body, attachments, and file names. Multiple file types can be attached, including PDF, TXT, CSV, DOCX, and XLSX. Save time by choosing from thousands of connectors to your data systems and pre-populate data to your forms. Save time by eliminating travel back to the office. Save 100% of the time it takes to re-enter, re-assemble, file, and distribute forms to those who need them.
Xtracta
xtracta.com
Xtracta provides technology, powered by artificial intelligence that automatically captures data from documents. Supporting scanned, photographed or digital documents, the technology is designed to be embedded into mobile, cloud or desktop applications via an easy to use API. Utilising machine learning and Big Data, the technology doesn't require manual template setup and can scale to a limitless count of document designs; perfect for document types like invoices, receipts, contracts and more. Xtracta's technology is typically used by software companies, outsourcing providers or business process solution providers. Delivered over the cloud, the technology is simple to deploy for many applications including those in the cloud or on-premise.
Whitevision
whitevision.com
𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 With our automation solution you work much more efficiently on your financial administration. Our passion: eliminating monotonous, repetitive work. Meanwhile, more than 1600 customers trust our mission: they use our software satisfactorily to process their purchase invoices. Per year, we process 𝟭𝟳.𝟬𝟬𝟬.𝟬𝟬𝟬 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 such as purchase invoices, service orders, packing slips and expense claims. 𝗢𝘁𝗵𝗲𝗿𝘀 𝗮𝗿𝗲 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝘀𝗮𝘃𝗶𝗻𝗴 𝗮 𝗹𝗼𝘁 𝗼𝗳 𝘁𝗶𝗺𝗲 Partnering with Whitevision has several benefits: ✔️ Never retype data again thanks to SMART-OCR. ✔️ Time savings through automatic pdf invoice linking. ✔️ Lower error proneness because you do not perform manual operations. ✔️ Approve invoices whenever and wherever you want. ✔️ Short implementation time, allowing you to get started very quickly. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗹𝗲𝗮𝗱𝗲𝗿 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗳𝗼𝗰𝘂𝘀 Through our industry focus and far-reaching partnerships, we connect to nearly every 𝗘𝗥𝗣-𝘀𝘆𝘀𝘁𝗲𝗺. In this we go a step further than other scanning and recognition parties. We work intensively with our partners for this, and that works to your advantage! We are market leader in the construction and installation, education, healthcare, cleaning and flex industry.
Retica
retica.ai
Retica is a revolutionary cloud platform based on artificial intelligence, designed to automate the import of documents such as orders, invoices and delivery notes into your company management system. With Retica, you will no longer need to dedicate staff to manually entering these documents, saving time and reducing errors. Our advanced system is able to recognize texts, tables and information, regardless of the structure of the document, and convert them into data that can be read and used by your management system. This means that Retica can manage documents of various formats and layouts, making the integration process extremely flexible and adaptable to the specific needs of your company. Trust Retica to fully automate manual data entry in your company, improving operational efficiency and focusing on what really matters to your business.
Klippa DocHorizon
klippa.com
Klippa DocHorizon offers a platform with various modules to automate document-related workflows. Solutions include mobile scanning, OCR, data extraction, classification, document conversion, anonymization and verification. The software can be used by various industries to tackle their document automation challenges. Document scanning software features: - Capture data from a multitude of document types using high-accuracy OCR - Automatically anonymize data and images for maximum privacy regulations compliance - Convert documents to the desired format, such as CSV, XML, JSON or PDF - Benefit from seamless integration with existing software solutions via SDK or API - Prevent fraud in your organization with automated document verification - Classify and categorize a multitude of document types - Process documents based on specific data fields Identity Verification software: - Accurately verify the authenticity of ID documents - Use AI algorithms to detect document fraud - Selfie checks by comparing facial biometrics with the picture on an ID document - Eliminate the risk of identity spoofing through liveness checks - Use data masking to add an extra layer of security and be GDPR compliant - Achieve 100% accuracy with NFC checks by reading encrypted data of ID documents - Easy to integrate into existing software through API or SDK
Thena
thena.ai
Thena is the modern ticketing platform for B2B customer support with AI super powers. Leading B2B brands like Vercel, Amplitude, LaunchDarkly, RudderStack and incident.io use Thena to enhance their customer experience with AI and real-time messaging.
Dynamsoft
dynamsoft.com
Dynamsoft is a Canadian company specializing in computer vision developer tools. We aim to help developers integrate barcode scanning and document capture into web, desktop, and mobile applications to streamline workflows and cut costs. Our SDKs are optimized for speed, accuracy, and scale in the most demanding enterprise settings. Dynamsoft has been quietly powering digital transformations and driving cost savings for global financial, logistics, retail, government, healthcare, and companies across various verticals for the past 20 years. We're renowned for our no-obligation tech support to get your POC up and running quickly. Our dedication to supporting every step of your journey has won us a Stevie Award for outstanding customer service. A Gold-certified Microsoft Partner and a TWAIN working group associate member, we have developed cutting-edge software and contributed to the evolution of imaging industry norms during the past two decades.
Docugami
docugami.com
Docugami is Generative AI for business documents. Docugami's patented AI is designed and trained exclusively for business scenarios, to automatically unlock the critical information in your company's documents and use that information to generate reports, insights, new documents, and data streams to power your business processes. Docugami provides a family of Large Language Models (LLMs) trained on millions of Business Documents, ranging from 2.7B to 20B parameters. Docugami is designed to provide immediate value to front-line business users and managers, without costly investments in IT projects or training. Docugami turns your unique business documents into data; all content generated is derived exclusively from your own business documents -- not random content on the Internet -- minimizing any potential for erroneous or inappropriate content generation. Each customer's data, feedback, and generated content are completely separate and secure. Docugami is cross-segment and in the market today in a variety of vertical industry segments, including Commercial Insurance, Commercial Real Estate, Technology, a wide range of Professional Services sectors, and more.
DigiParser
digiparser.com
DigiParser is a document processing solution that automates document workflows. It enables businesses to extract data from various document formats and integrate it with their existing business tools. Users can define custom extraction schemas based on the specific data types in their documents, ensuring they capture the information they need. DigiParser uses pre-trained and custom artificial intelligence and machine learning models to extract and interpret data from a diverse range of document formats, including PDFs, emails, and images.
Collatio
collatio.scryai.com
Intelligent Document Processing factory with straight through processing. Automated ingestion, extraction, harmonization, and reconciliation of data and its lineage coming from various financial, legal, and operating documents. Applications of Collatio: 1. Automated financial spreading enterprise application for high accuracy data extraction, collation, and financial statement spreading. 2. Automated financial invoice digitization with data reconciliation features across documents such as SoWs, Purchase Orders, and MSAs 3. Automated Contract Digitization and Analysis for high accuracy extractions, aligning, and compliance security in complex contracts 4. AI based reverse engineering application for COBOL and other Legacy Languages with 85% faster automated code modernization 5. AI based automated data processing for verification and validation across global, external and internal databases, watchlists, and PEP lists for varied identity documentation
Auditoria
auditoria.ai
Auditoria is an AI-driven SaaS automation provider for corporate finance that automates finance processes in vendor management, accounts payable and receivable, and accruals to accelerate cash performance. By leveraging natural language processing, generative artificial intelligence, and machine learning, Auditoria supercharges ERP systems, adding value to corporate investments. Auditoria removes friction and repetition from mundane tasks by automating complex functions, and providing real-time visibility into cash performance. Corporate finance and accounting teams at leading companies including use Auditoria to accelerate business value while minimizing IT involvement, improving business resilience, lowering attrition, and accelerating business insights. Purpose-built for finance, with next-gen advanced Auditoria integrates with systems of record and shared inboxes to engage key stakeholders to streamline and automate collections and payment processing, add controls to procurement spend, optimize spend and vendor management, and handle finance inquiries using automation that generates data to provide key insights into cash performance. Auditoria’s SmartFlow Skills and SmartBots allow organizations to regain thousands of hours the finance team would otherwise spend on administrative, transaction-based non-value-added tasks to help alleviate pressures and elevate the state of the finance back office. Auditoria's SmartCustomer improves cash flow, reduces DSO, and increases efficiency for accounts receivable teams. Auditoria's SmartVendor reduces manual work, reduces risk, and improves accuracy for vendor management. Auditoria's SmartGL reduces risk, improves accuracy, and simplifies close in the finance office. AP and AR Helpdesk automation works 24/7 to process email content and understand finance-specific intent, continuously checking inboxes and responding conversationally to items such as approval status, invoice payments, short pay issues, and missed invoices.
Airparser
airparser.com
Airparser is an AI-powered tool that extracts data from emails, PDFs, and other files—no coding skills required. Just tell Airparser the information you need, and it'll extract and convert that data into a structured format for use in spreadsheets or other apps. It's even easier to start using that data with Airparser and Zapier. Create a simple Zap (our word for automated workflows) that automatically creates new rows in a Google Sheet whenever Airparser parses a file. That way, you can spend less time cleaning and jump right into the insights.
dexi.io
dexi.io
Dexi transforms any website into data that helps brands, retailers and data-driven organizations boost sales, optimize pricing, availability and assortment, and expand share-of-shelf. Dexi’s vision is to provide enterprise organisations with the tool that enables them to navigate and execute their strategy on a level normally reserved for a few giant tech companies who have until this date been leading the digital revolution. In the past years Dexi has helped global enterprises, governments and even new business being transformed or built on the back of the Dexi core solution. Dexi has truly enabled digital transformation where it matters the most, revenue and market growth.
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