SMTX Process Management Platform vs. SwiftCase Comparison Chart

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

ActiveBatch by Redwood makes setting up and launching automation easy with no custom scripting required. With a low-code Super REST API adapter, over 100 pre-built job steps and a user-friendly drag-and-drop workflow designer, you can integrate across any system, application and data source, on-prem, in the cloud or in hybrid environments. Maintain complete control and visibility and meet SLAs with monitoring of all automation from a single pane of glass and get custom alerts via emails or SMS. Managed Smart Queues dynamically scale resources for high-volume workloads, reducing process times while the self-service portal enables business users to run and monitor workflows independently. ActiveBatch meets security and compliance standards, with ISO 27001 and SOC 2, Type II certifications, encrypted connections and regular third-party tests, always keeping security at the forefront. Along with ongoing product advancements, get the added benefit of 24x7 support and on-site training.

MindCloud is a software company that builds and maintains custom connections between your software and other platforms so you can eliminate manual data entry and start automating and scaling your business. As technology continues to advance, the modern business owner is using more and more online software tools to manage their business. MindCloud creates a seamless flow from one software platform to the next, saving time and money by connecting your software and automating your business process. We have over 50 prebuilt connectors and can add new connectors within 2-3 weeks of starting a project. What makes us different is we provide a full service that doesn't take extra technical resources on your end. We specialize in Salesforce, Hubspot, Monday.com, QuickBooks, Method:CRM, Zapier, Amazon, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many others. Integrate your business. Simplify your life.

Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!

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’.