FuseDocs

FuseDocs

FuseWorks
ThinkAutomation

ThinkAutomation

Parker Software
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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

Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.

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

Companies of all sizes

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

$2,700/year
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 4.6 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.7 / 5
support 4.8 / 5

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

Parker Software
Founded: 2003
United Kingdom
www.thinkautomation.com

Alternatives

Alternatives

Nividous

Nividous

Nividous Software Solutions
Parseur

Parseur

Parseur Pte. Ltd.

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 Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

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

OCR Features

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Text Mining Features

Boolean Queries
Document Filtering
Graphical Data Presentation
Language Detection
Predictive Modeling
Sentiment Analysis
Summarization
Tagging
Taxonomy Classification
Text Analysis
Topic Clustering

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

Microsoft 365
Azure Marketplace
FuseSign
MYOB
Microsoft Teams
MongoDB
MySQL
Nimbus Portal Solutions
Oracle Database
SQL Server
Salesforce
SendGrid
Slack
Sugar Market
Sugar Sell
SuiteFiles
Twilio
Virtual Cabinet
Zoho CRM
iManage

Integrations

Microsoft 365
Azure Marketplace
FuseSign
MYOB
Microsoft Teams
MongoDB
MySQL
Nimbus Portal Solutions
Oracle Database
SQL Server
Salesforce
SendGrid
Slack
Sugar Market
Sugar Sell
SuiteFiles
Twilio
Virtual Cabinet
Zoho CRM
iManage
Claim FuseDocs and update features and information
Claim FuseDocs and update features and information