DocumentIQ

DocumentIQ

Transactis
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About

Solutions that automate receivables, improve cash flow, and increase customer satisfaction, are delivered through the largest banks and business service providers. Transactis is the industry leader in electronic bill presentation and payment technologies. Our solutions simplify your receivables process, increasing your speed of pay and driving customer engagement. Transactis transforms traditional billing and payment processing with innovative, reliable, and secure digital solutions. Our advanced technology simplifies receivables management and is delivered to market through banks and service providers that support millions of businesses. Comprehensive functionality, tailored to your unique business needs. Reporting capabilities and data matching for quick reconciliation. Accounting system compatibility to seamlessly integrate your data. Easy-to-use portal for covenient bill presentment and payments.

About

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

About

Organisations want to be able to manage key business documents within their existing Financial Management System (FMS) / Human Capital Management (HCM) / Enterprise Resource Planning (ERP) / Customer Relationship Management (CRM) system. Our Cloud-enabled, end-to-end document management can seamlessly integrate with these systems. We combine the power of Robotic Process Automation (RPA) with the freedom of the Cloud, helping you develop touchless, automated processes. Our smart suite of business automation software helps you operate more effectively, cutting the cost of your processes in half by using cognitive capture technology.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to automate receivables, improve cash flow, and increase customer satisfaction

Audience

Medium to Large Businessses in Regulated Industries

Audience

Companies that need intelligent document management software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1500/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Transactis
United States
transactis.com

Company Information

Process Street
Founded: 2013
United States
www.process.st/

Company Information

V1
Founded: 1989
United Kingdom
www.wearev1.com

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Categories

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Quality Management Features

Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Requirements Management Features

Automated Functional Sizing
Automated Requirements QA
Automated Test Generation
Automated Use Case Modeling
Change Management
Collaboration
History Tracking
Prioritization
Reporting
Status Reporting
Status Tracking
Summary Reports
Task Management
To-Do List
Traceability
User Defined Attributes

Software Documentation Features

Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
reStructured Text Support
Version Control
Webhooks
WYSIWIG Editor

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Contractbook
Formstack
Formstack Documents
Google Docs
Google Workspace
HoneyBook
Insightly
Jira
Jira Align
Meltano
Microsoft Excel
Notion
PandaDoc
ProjectManager
Trello
UPilot
VisitorTrack
Workday HCM
Zendesk
monday.com

Integrations

Contractbook
Formstack
Formstack Documents
Google Docs
Google Workspace
HoneyBook
Insightly
Jira
Jira Align
Meltano
Microsoft Excel
Notion
PandaDoc
ProjectManager
Trello
UPilot
VisitorTrack
Workday HCM
Zendesk
monday.com

Integrations

Contractbook
Formstack
Formstack Documents
Google Docs
Google Workspace
HoneyBook
Insightly
Jira
Jira Align
Meltano
Microsoft Excel
Notion
PandaDoc
ProjectManager
Trello
UPilot
VisitorTrack
Workday HCM
Zendesk
monday.com
Claim DocumentIQ and update features and information
Claim DocumentIQ and update features and information
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Claim V1 Document Management and update features and information