Process Automation: best apps and software

Rollstack

Rollstack automates the creation and updating of slide decks and documents using BI tools, CRMs, and data warehouses, requiring no manual or engineering effort.

Billtrust

Billtrust is an app that streamlines invoicing, collections, and payments for businesses, automating accounts receivable processes to enhance cash flow and customer experience.

Energy Payables

Energy Payables automates invoice processing and vendor management for the oil and gas industry, enhancing accuracy and workflow efficiency in accounts payable.

StringBean

StringBean is a workflow management app for property operators, streamlining operations and reducing costs associated with facility management and documentation.

Hunch

Hunch is a no-code AI app that automates workflows and improves task management efficiency through visual tools for complex tasks.

AutomatedRules

AutomatedRules automates task management by allowing users to set rules that trigger actions based on specific conditions, reducing manual work and enhancing efficiency.

Aline

Aline is a senior living operating system that centralizes workflows for sales, billing, care, and operations, aiding productivity and revenue for senior living facilities.

ComputerX

ComputerX is an AI app that automates various computer tasks, helping users save time and reduce manual effort across platforms and applications.

Daloopa

Daloopa is a financial data platform that automates data updates and analysis, helping users streamline financial reporting and improve decision-making.

AUTOMY

AUTOMY is a no-code app that automates tasks and workflows to enhance productivity and accuracy, reducing manual work for users.

Avasam

Avasam is a UK-based dropshipping app that connects sellers with verified suppliers, automating product sourcing, order processing, and shipping.

Paystand

Paystand is a B2B digital payment platform that simplifies payment acceptance, automates collections, and integrates with financial systems to reduce costs and improve cash flow.

Dvina

Dvina unifies documents, real‑time data and 120+ apps to automate governed, multi‑agent workflows for reporting, data updates and checks across CRM and ERP systems.

ProhostAI

ProhostAI automates guest communications and hosting tasks for vacation rental hosts, helping them to improve their hosting efficiency.

Orion AI Agent

Orion AI Agent automates real-time customer conversations, captures and qualifies leads, schedules appointments, manages calendars, and syncs interactions across channels and CRMs.

Supern8n

Marketplace of ready-to-use n8n automation workflows across categories, helping teams implement and start automations with less effort.

IrisAgent

IrisAgent automates customer support with AI for faster ticket resolution, proactive issue discovery, and improved communication between support teams and customers.

Pocket HRMS

Pocket HRMS is an HR Payroll software that automates payroll, attendance, and employee management for businesses, enhancing efficiency and compliance.

MindPal

MindPal is an app for creating custom AI agents and workflows to automate tasks, manage information, and enhance productivity in business and personal organization.

SalesPro

SalesPro is an in-home sales app that automates sales processes and helps manage customer interactions, improving efficiency and deal closure rates.

Vitally

Vitally is a customer success platform that integrates real-time data and automates workflows to help teams manage customer relationships effectively.

2Chat

2Chat automates WhatsApp interactions for small teams, enabling seamless customer communication and marketing integration without changing phone numbers.

Actively AI

Actively AI is a custom AI tool that imitates top-selling strategies to enhance sales pipelines and revenue for businesses.

Workiva

Workiva is a cloud-based platform for streamlining financial and ESG reporting, compliance, and collaboration across business functions.

FlowAI

Create, deploy, and monetize multi-agent AI workflows to automate complex tasks, integrate external tools and memory (e.g., SQLite), handle errors, and run reliably in real-world applications.

PatentRenewal

PatentRenewal is an app that automates and manages global patent renewals, tracking payments and costs while storing relevant documents in one centralized platform.

Grooper

Grooper is an intelligent document processing app that automates data extraction from paper and digital documents to improve workflow efficiency and accuracy.

GovernGPT

GovernGPT uses AI to pre-fill due diligence questionnaires and review marketing materials for compliance with SEC and FINRA regulations, streamlining the fundraising process.

Troops

Troops is a workflow automation platform that integrates with business systems to provide real-time insights and streamline operations for teams.

DeepCura

DeepCura automates clinical documentation, streamlining workflows for healthcare providers through AI tools, enhancing efficiency and decision-making across patient care stages.

DeepRFP

DeepRFP analyzes RFPs and assists in writing proposals more efficiently, offering document management, automated workflows, and collaboration tools.

Lightyear

Lightyear is a cloud platform that automates purchasing and accounts payable processes, allowing fast approvals and real-time data insights for better financial decisions.

Gleen AI

Gleen AI is a generative AI tool that helps customer success teams automate workflows, create chatbots, and improve productivity and efficiency.

Ploomes

Ploomes is a CRM platform that integrates process automation and proposal generation to manage sales operations and improve customer relations.

CopyCat

CopyCat is a no-code platform that enables users to create browser automations by combining AI prompts with step-by-step actions.

DecisionRules

DecisionRules is a cloud-based rule engine that enables users to create and manage business rules quickly and efficiently, supporting automation and integration across industries.

Fixably

Fixably is a cloud-based software that automates repair processes, managing tickets, inventory, and customer communications to improve efficiency in repair shops.

Day Off

Day Off is an app for managing team leaves and absences, enabling easy requests, approvals, and tracking of paid time off across devices.

Project Migrator

Project Migrator automates the migration of project management data between popular tools, ensuring a seamless transition with minimal disruption.

Ziflow

Ziflow is an online proofing and collaboration platform that streamlines creative workflows for teams, enabling efficient review and approval of various assets.

Notis

An AI assistant that converts voice/messages into notes, tasks, meeting summaries and drafts, and syncs or updates Notion and other apps via iMessage, WhatsApp, Telegram, and email.

SourceWhale

SourceWhale automates candidate and lead sourcing and outreach across multiple platforms, enabling personalized communication and integration with CRM systems.

SherlockHR

SherlockHR is a recruitment solution that automates hiring processes and centralizes employee data to enhance HR management and decision-making.

ReviewBot

ReviewBot automates the process of collecting customer reviews, allowing businesses to request and manage feedback efficiently across multiple platforms.

BitTitan

BitTitan provides tools for automating and managing cloud migrations, including mailbox and document transfers, streamlining IT processes for businesses.

Latenode

Latenode is a low-code platform for automating business workflows, integrating APIs, and using custom code with a visual drag-and-drop design.

FloQast

FloQast is a cloud-based platform that streamlines and automates the financial close process for accounting teams, enhancing collaboration and efficiency.

Future AGI

Future AGI is an AI platform that facilitates the development, evaluation, and deployment of autonomous AI workflows for enterprises.

Joiin

Joiin is a platform for automating financial data consolidation and reporting, compatible with various accounting software, enabling easy multi-entity management.

gPanel

gPanel by Promevo is a management tool for Google Workspace that streamlines user management, automates tasks, and enhances security and reporting for administrators.

GEP

GEP provides AI-enabled procurement and supply chain software to manage source-to-pay, contracts, suppliers, and analytics, integrating with ERP systems to improve efficiency and visibility.

Harper

Harper is a platform that automates and streamlines processes in commercial insurance, utilizing AI for tasks like quoting, binding, and managing insurance transactions.

Fomogo

Fomogo runs AI-assisted interviews, automating scheduling, question selection, and candidate evaluation to speed and standardize hiring.

Inrō

Automates Instagram messaging and workflows: manage and segment audiences, convert comments into DMs, send targeted multimedia campaigns, set event-triggered automations, integrate and track engagement.

Breezy HR

Breezy HR is a cloud-based recruitment tool that streamlines hiring by automating tasks like resume screening, candidate tracking, and interview scheduling.

Airbyte

Airbyte is an open-source data integration platform that enables seamless data transfer between various sources and destinations with pre-built connectors.

Zoho DataPrep

Zoho DataPrep is a no-code ETL tool for data preparation, enabling users to import, cleanse, and transform data from multiple sources for analysis.

Tipalti

Tipalti automates accounts payable and global payments, simplifying supplier onboarding, invoice processing, and compliance for businesses.

ChatDaddy

ChatDaddy is an AI-powered automation tool for WhatsApp that enhances customer support for e-commerce, managing inquiries and orders 24/7.

Dagster

Dagster is an open-source data orchestrator for developing, executing, and monitoring data workflows, emphasizing modularity and integrations.