FuseDocs

FuseDocs

FuseWorks
+
+

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About

When you integrate FuseDocs with your practice management and document management platforms you can prepare an entire annual report package collation in a matter of seconds. Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate. Electronic documents are the cornerstones of your business, but that doesn’t mean your team need to spend time creating them when they could be focusing on work that matters. You might have lots of ideas on ways you can make process improvements in your firm, especially in the response of unprecedented change and need for digital transformation. But how do you prioritise them? We’ve had a lot of feedback from clients over the past year that there is opportunity to add more automation into your workflow in the areas of reviews, approvals, and finalisation – and our new Workflow feature is the outcome of that feedback.

About

Neota Logic’s no-code, logic-driven platform enables businesses to rapidly develop, deploy, and scale deterministic workflow and document automation solutions that seamlessly integrate with, and orchestrate across, their entire tech stack. Neota Logic provides proven tools that drive business transformation through powerful, trusted digital solutions. Leveraging our enterprise-grade automation platform, customers worldwide turn their ideas into secure, sophisticated applications. Our intuitive platform makes it simple for organizations to build and deploy decision-making solutions that automate the work behind their most critical processes. Built to empower self-service users while meeting enterprise requirements, Neota Logic® is a robust and flexible digital transformation platform. Paired with our expert professional services, Neota enables clients to fully realize the value of the platform.

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

Robotic process automation platform for accountants, financial planners, and professional services businesses wanting to compile, format and send client ready documents

Audience

Organizations in need of tailored business process automation solutions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Standard 3-Year SaaS Subscription Agreement. Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Ease of use - its ease of use allows anyone to build their own custom solution regardless if you're a professional developer or someone who has no experience coding at all. Users are given the option to use Canvas to create simple and straightforward applications or Workflows and Studio for more customization. Maintenance - Neota's built in Revision History allows anyone to review previous changes for reference. Also with Neota's autodocs feature, it documents the whole application in word format that allows application authors and subject matter experts review the content easilly. Learning Curve - Neota's learning academy guides every new user on how to navigate around the platform. Its certification courses ensures everyone to fully maximize the Neota's capabilities in building custom solutions. Built in layout components for engaging interfaces - Users are able to edit and apply themes with Neota's theme editor enabling them to customize the look and feel of their application. For developers and programmers, Neota's HTML view allows them to implement custom CSS and javascript codes to further enhance their solution. Data Management and Analytics - Neota's workbench allows application authors and administrators to view each application's data and analytics via graphs and charts together with its Data Manager that stores the data in a table format which can be exported to an excel document. Document Automation - Its document automation functionalities is on par when compared to other tools in the market. However with Neota's capability to customize forms and layouts, users can enjoy a more user friendly interface designed by its application authors. Support - Working with Neota's support team and Account Manager has been a pleasure every time I raise concerns to them. Their 24/7 coverage ensures a prompt response with assurance that your concern is being worked on. Their expertise has been a great help, explaining every step how a fix is implemented rather than just giving the solution.

Cons

  • User interface of Studio - I might not find it as a con but for some especially for young professionals, the user interface of studio might seem to be outdated when compared to other tools offering the same package. However with future updates coming to Neota, this will be addressed by moving it via web really soon.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FuseWorks
Founded: 2013
Australia
fuse.work/fusedocs/

Company Information

Neota
Founded: 2010
United States
www.neota.com

Alternatives

Alternatives

VisiRule

VisiRule

Logic Programming Associates Ltd
Tungsten TotalAgility

Tungsten TotalAgility

Tungsten Automation

Categories

Categories

Robotic Process Automation (RPA) Features

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

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

Data Management Features

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

No-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

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

Integrations

NetDocuments
iManage
Adobe Acrobat Sign
Amazon QuickSight
Box
Docusign
Gemini
Google Docs
Google Maps
GreatSoft CRM
HighQ
HubSpot CRM
HubSpot Customer Platform
Kira
MYOB
Microsoft Entra ID
Nimbus Portal Solutions
Stripe
Virtual Cabinet
Xakia

Integrations

NetDocuments
iManage
Adobe Acrobat Sign
Amazon QuickSight
Box
Docusign
Gemini
Google Docs
Google Maps
GreatSoft CRM
HighQ
HubSpot CRM
HubSpot Customer Platform
Kira
MYOB
Microsoft Entra ID
Nimbus Portal Solutions
Stripe
Virtual Cabinet
Xakia
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