Best Document Management Software for Bold BI

Compare the Top Document Management Software that integrates with Bold BI as of May 2026

This a list of Document Management software that integrates with Bold BI. Use the filters on the left to add additional filters for products that have integrations with Bold BI. View the products that work with Bold BI in the table below.

What is Document Management Software for Bold BI?

Document management software is a type of software that helps organizations manage their documents. It allows users to store, index, retrieve and manipulate digital files, as well as organize them in ways that make sense for the organization. Document management software can help an organization keep track of versions and revisions, ensuring the most up-to-date documents are being used. Different document management systems offer different features, so it is important to research which one will best suit the needs of the organization. Compare and read user reviews of the best Document Management software for Bold BI currently available using the table below. This list is updated regularly.

  • 1
    Microsoft 365

    Microsoft 365

    Microsoft

    Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.
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    Starting Price: $9.99/month
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  • 2
    Dropbox

    Dropbox

    Dropbox

    Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.
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    Starting Price: $12.50 per month per user
  • 3
    Box

    Box

    Box

    Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.
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    Starting Price: $5 per month
  • 4
    Smartsheet

    Smartsheet

    Smartsheet.com

    Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.
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    Starting Price: $14.00/month/user
  • 5
    Microsoft Excel
    Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.
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    Starting Price: $8.25 per user per month
  • 6
    Google Sheets
    Create and collaborate on online spreadsheets in real-time and from any device. Establish a ground truth for data in your online spreadsheet, with easy sharing and real-time editing. Use comments and assign action items to keep analysis flowing. Assistive features like Smart Fill and formula suggestions help you analyze faster with fewer errors. And get insights quickly by asking questions about your data in simple language. Sheets is thoughtfully connected to other Google apps you love, saving you time. Easily analyze Google Forms data in Sheets, or embed Sheets charts in Google Slides and Docs. You can also reply to comments directly from Gmail and easily present your spreadsheets to Google Meet.
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