Page 5 | Best Document Management Software for Microsoft Excel

Omi

Omi offers a centralized platform for complete oversight and management of your finances, contracts, and vendors with simple onboarding and powerful controls. Level up your contract and vendor management workflow. Omi makes it easy to keep track of our vendors and gives us actionable insights into our finances where we don’t have to open excel. Contracts consolidated in one place and always up to date. Automatically see new renewals & notifications on one page. Powerful financial controls to help you budget and plan. Easily search and collaborate on contracts. Cut down on waste and increase your savings. Incorporate your financial policies into every purchase and request, achieving precise cash flow control through invoice reconciliation, accounting integration, and payment orchestration. A single source of truth for all of your finance and operations. Integrate your procurement tech stack with Omi for greater visibility and control, without disrupting your stakeholders.

Starting Price: $99 per month

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Jspreadsheet

Jspreadsheet is a robust full-stack JavaScript data grid solution that directly integrates the functionality and user-friendly experience of spreadsheet applications like Excel and Google Sheets into your web applications. It offers a smooth, efficient user interface, enabling batch actions, table manipulation, and a host of other features that ensure flawless compatibility between your web application and Excel/Sheets. This familiar environment enhances productivity, simplifies user adoption, and minimizes the need for extensive training. Jspreadsheet is a comprehensive solution designed to meet a variety of application requirements in spreadsheet and data management for web platforms. It optimizes workflow development, streamlines process automation, and facilitates the smooth transition of tasks from Excel to the web. Additionally, Jspreadsheet provides a wide range of extensions to address diverse needs within the data grid and spreadsheet ecosystem, making it a versatile choice.

Starting Price: $49 per developer

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AlphaSheet

AlphaSheet is a powerful platform that enables users to render live data from any source directly into MS-Excel or Google Sheets. It eliminates the need to manually download data repeatedly by connecting once to various data sources like CRM, social media, SQL databases, and accounting software. Users can refresh hundreds of data metrics with a single click, empowering smarter, data-driven decisions. AlphaSheet supports complex formulas, pivots, and charts, turning spreadsheets into dynamic business intelligence tools. The platform is user-friendly, secure, and backed by 24/7 support. Trusted by over 5,000 users, AlphaSheet saves time and increases productivity across industries.

Starting Price: $5/user/month

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Templafy

Templafy offers a desktop and mobile-based software that aids business in centralizing document and asset database, as well as offering templates that unify all business documents. Templafy's platform integrates seamlessly with many other IT infrastructures, which allows employees to easily access business document templates and thus creates policy compliant documents. Templafy also provides document automation, which streamlines the work based on certain choices employees make.

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Centralpoint

Oxcyon

Centralpoint is a Digital Experience Platform, and in Gartner's Magic Quadrant. It is used by over 350 clients worldwide going beyond Enterprise Content Management, securely authenticating (AD/SAML,OpenID, oAuth) all users for self service interaction. Centralpoint automatically aggregates your information from disparate sources, applying rich metadata against your rules, yielding true Knowledge Management; allowing you to search and relate disparate sets of data from anywhere. Centralpoint offers the most robust Module Gallery, out of the box, and can be installed on premise or in the Cloud. Be sure to see our solutions for Automating Metadata, Automating retention Policy Management, and simplifying the mash up of disparate data for the benefit of AI (Artificial Intelligence). Centralpoint is often used as an intelligent altternative to Sharepoint, allowing easy Migration tools. It can also be used for any secure portal solution for your public sites, Intranets, Members or Extranets.

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DocFly

Everything you need to edit, convert and create PDF files with DocFly (formerly PDF Pro). Choose a DocFly plan to email, print or download an unlimited number of files. Add, erase or highlight text. Add images and signatures. Merge, split and rotate PDFs. Create PDFs from Word, Excel, PowerPoint and more! Convert PDF to Word and images. Add, change or remove passwords on your PDFs. Access your PDFs from anywhere. We offer both monthly and annual subscriptions. These are recurring subscriptions that will auto-renew at the end of each set term. Cancelling your subscription is really easy. Cancel anytime by clicking the link on your 'My Account' page. Then your subscription will not be auto-renewed at the end of the subscription term. Wondering how to edit a PDF file? Our PDF editor online tools allow you to create, convert and edit PDF documents for free online. Upload your files to our platform and start editing PDFs right away. Create PDFs in one click and convert PDFs to Word & more.

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Virtual Cabinet

What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions and electronic signature software. Virtual Cabinet helps businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide document management software you will love that is easy to use and will save you time and money. Virtual Cabinet serves over 70,000 users worldwide and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments.

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AceThinker PDF Converter Pro

AceThinker

This all-in-one PDF converter and creator software enable you to convert PDF documents into a variety of formats or processes and create PDF files from other formats in just a few clicks. The super high output quality is ensured as all the original layouts, images, texts, hyperlinks, etc. will be preserved without any quality losing. Thanks to the built-in OCR technology, now it’s possible to extract text from image-based PDF documents with the original format and graph. This PDF file converter comes with an obvious interface, and it takes only 3 simple steps to complete the PDF conversion. You don't need to worry even if you're a newbie, as you can convert your PDF documents like a pro in seconds! Meanwhile, with the lasted technology, the software can convert PDF at ultra-fast speed while the quality won't be compromised. It works stable and has been trusted by numerous personal and business users.

Starting Price: $29.95

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ExcelAnalyzer

Spreadsheetsoftware

Check the ExcelAnalyzer features to see how to locate and fix all issues in just a few clicks. ExcelAnalyzer highlights all Unique Formulas which allows the user to quickly see how the worksheet was built and makes it very simple to identify inconsistencies when formulas are different from each other. In this example the green highlighted formulas in cells F7-G7 don’t add up all rows above and should be fixed. ExcelAnalyzer’s Formula report lists all unique formulas and helps in detecting inconsistent formulas and it contains a link to easily navigate and correct the issues in formulas. ExcelAnalyzer uses a colour-coding method to make each formula easier to read. ExcelAnalyzer uses a colour-coding method to make each formula easier to read. Combines powerful error detection with investigative capabilities to comprehensively analyze spreadsheets. ExcelAnalyzer reduces material errors and possible fraud. It identifies errors and risks with great accuracy in seconds.

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Esker

Built with industry-leading AI and RPA technology, Esker's intuitive cloud platform allows businesses to power their digital transformation across procure-to-pay (P2P) and order-to-cash (O2C) processes and unite customers and suppliers like never before. Companies use Esker's solutions to drive greater efficiency, accuracy, visibility and cost savings throughout P2P & O2C processes. Benefits to your bottom line include: Improved customer experience & supplier relationships. More productive, proactive & engaged team members. Higher employee morale & increased talent retention. Enhanced global visibility, scalability & compliance.

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Azquo

Azquo is a ground-breaking Business Intelligence tool that saves time and resources by combining processing, calculation and analytics in a single platform which integrates seamlessly with Excel. Its unique Smart Data Store acts as a virtual ‘Satellite Data Warehouse’ which connects with all your internal and external data sources/repositories without any disruption to existing systems. Its control and reporting interface is Excel-based, meaning that Line of Business Analysts can extract the information they need simply, whilst providing total transparency for their Data Scientist colleagues in the I.T. department. Azquo® is an innovative new approach to Business Intelligence and to the way in which data is stored, labelled and used by a computer. No other system for reporting is capable of the flexible efficiencies that can be achieved by Azquo. We don’t call it a database as such – because that suggests a dimensionality that simply doesn’t exist in Azquo.

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GoFileRoom

Thomson Reuters

It’s time to banish paper files and storage fees. Thomson Reuters GoFileRoom is cloud-based electronic document storage software designed for tax and accounting professionals. GoFileRoom offers an arsenal of features to give your firm 24/7 access to document storage in the cloud. Your staff can quickly associate client documents to workflows while uploading files to the web-based DMS. Streamline your processes and create a truly paperless office. Plus, integrate GoFileRoom with other products to save even more time and money. Use highlighted text from any application to query documents and workflows or locate documents via keywords or saved searches. You access GoFileRoom online, so you're always using the latest software version. Reduce costs by eliminating paper files, storage fees, postage, and manual administrative tasks. Establish flexible document retention policies that meet business requirements but include exceptions when necessary.

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PaperTrail

Egis Software

Document management designed to fit your business. Spend less time managing paper and more time focusing on your business. Save time with quick and easy access to all of your data. Search, retrieve, and send documents without ever touching a piece of paper. Route your documents to the right people at the right time. Be up and running with out of the box technology. Get all the set up, training, maintenance, and ongoing support your employees need to get their jobs done. You need a system that keeps every document in its place. PaperTrail is a powerful electronic document management system that supports and organizes your critical business processes. Spend less time managing paper and more time managing processes. Automate business operations ensuring compliance and increase efficiency. Customizable workflows and powerful form capability. Allocate incoming correspondence to initiate business procedure. Collect critical data for customized reports and intelligent searching.

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nTireDMS

SunSmart Global

Document Management Software Dubai - one of the most intelligent & innovative document management system. Helps in standardizing information sharing process like SOPs, MIS reports, business plans, product profiles, customer related information, project documents, proposals, contracts, employee records, policies and procedures, manuals and guides, reports etc. nTireDMS is a 100% web-based, highly scalable, complete solution for managing / publishing all your documents / circulars / processes electronically. Our document management software enables you to quickly, efficiently and securely manage documents of any type. With nTireDMS you can share the documents with the highest security, track their reviews & comments. Quick and Advanced Search of Documents, Edit (with version (check-in/out) and audit trail), and Approval for release, etc. make your Document Publishing and Managing Process simple and standardized.

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SmartShare

EASI

The flexible Collaboration Suite for efficient teams. SmartShare brings all crucial information about what's going on together in one single, centralized system. The famous Company Overview feature shows all possible information about a customer in one single screen: ongoing projects, deals, contracts, offerings, etc. SmartShare brings structure in the way people work and share information. Collaboration between colleagues and teams is drastically improved thanks to the centralization of information in the shared environment. Customers report a time gain of 1h per day per employee. An advanced integrated access rights management system allows to make sure that information is only accessible to persons with sufficient access rights. Access rights can be managed at multiple level: individual, team, binder, project, document, etc. Emails are managed in the shared environment, which brings a huge productivity gain and efficient collaboration.

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Qualis DMS

Agaram

Qualis document management system ensures secure documentation with controlled distribution to end-users. It provides workflow-based document approval with revision control. End users have the latest approved version of any document reducing the risk of obsolete documentation. The activity workflow can be configured with Roles as per needs. Multiple workflows can be configured to associate with the respective document type. Reduce paper and storage space, secured storage and recovery. Distribution of approved documentation, reduced risk of obsolete copies. Improved regulatory compliance, controlled access with ease of search. All metadata is stored in a central database. Database agnostic (supports MS SQL, Oracle, Postgre SQL). Overall organization-level document management and controlled distribution solution. Qualis DMS is a single platform for integrated document management and control.

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Lido

Connect, analyze, and visualize all of your data in a single spreadsheet. Connect your data with clicks, not code. Easily join and populate company data from 20+ of the most popular databases and SaaS applications, including Facebook, Google, and Snowflake. Create dashboards you want to share. Say goodbye to ugly charts and hours of formatting. Instantly tie data across multiple sources. Just like Excel & Google Sheets. Slice and dice your data into different views. Build a dashboard in less time than it takes to create a Jira ticket. We proxy the requests sent to external databases to monitor things and send your credentials securely over the server-side. None of the data returned by your database or third-party SaaS integrations are stored on Lido's servers. We encrypt all data, which means your in-transit data is encrypted with TLS and your at-rest data is encrypted with AES-256 making it unreadable to outside people.

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Lumelixr.ai

Your time is important. Your projects have due dates. You can’t always immediately reach your spreadsheet genius friends when you get stuck. Lumelixr can help! Ask your question–just like you’d ask a friend who knows All of the Formulas–and Lumelixr will convert your plain English question into Excel & Google Sheets formulas in seconds. Simply put – Lumelixr uses AI technology to match your question in plain English to the formula that will create that result in your spreadsheet project. You type what you want to do with your data (Eg: find the average of A2 to A50) and Lumelixr.ai will give you the formula.

Starting Price: $5.29 per month

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xlCompare

Spreadsheet Tools

xlCompare is a spreadsheet compare utility that finds and highlights differences in Excel files, CSV and XML files. xlCompare is a fast and efficient tool for comparing and merging Excel workbooks. It gives you a perfect color-coded report for the differences found. Command line mode makes this tool suitable for integration into other applications, that require external diff viewer for Excel files. Primary functions of the xlCompare: - Find differences in Excel files (XLS, XLSM, XLSX) - Find differences in CSV and XML files - Compare Visual Basic code in Excel files - Compare VBA Forms and controls in Excel files - Merge several Excel files - Compare Excel files from command line - Compare 3 Excel files (3-way comparison) - Extract matching and unique rows in Excel worksheets - Compare specific segments of worksheet data - Create presentation report for compared files - Explore Formula Logic xlCompare saves your working time and increases productivity!

Starting Price: $49

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SheetGod

BoloForms

Create complex Excel formulas using plain English with SheetGod. Our AI-powered tool also allows you to create macros, regular expressions, and basic tasks, as well as Google Appscript code snippets to automate your daily manual work. Try it now and experience the power of SheetGod. SheetGod uses AI to help users create Excel formulas from plain English, saving time and effort when working with data in Excel. SheetGod can generate Appscript and VBA code to automate tasks in Google Sheets and Excel, making it easy to manage large sets of data. SheetGod supports regular expressions, allowing users to extract specific pieces of information from their data and apply complex transformations. SheetGod provides step-by-step tutorials for basic tasks in Excel and Google Sheets, making it easy for users to learn how to use these tools effectively.

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Tomat AI

You don’t have to be a Data Scientist to Explore your CSV Excel-like interface. If you have ever worked with spreadsheets, your can start working with Tomat right away. No need to upload large CSVs to the cloud, no ZIPs, and no timeless loaders. Just open Tomat app, select your local files, and start exploring them with point-and-click UI. Become a data pro! Explore your sheets without writing any code or formulas! Use advanced filters, sort rows, and group by categories easily with our intuitive and powerful visual interface. Easily combine your CSVs into a single file. Stack your tables even if column order is a mess, Tomat will do the work for you. Or add columns from one table to another without formulas. Tomat works without hitting the cloud. Your files never leave your laptop. You are in a safe place and you are the sole owner of your sensitive data.

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BigHand Document Creation

BigHand

BigHand Document Creation is a DMS-integrated legal document solution that simplifies Microsoft Word, PowerPoint, and Excel for streamlined legal document production. Standardized templates can be created without the need for complex code, and deployed firm-wide in a single click for consistency, branding and improved version control. Users can access key design features such as unlimited numbering, bullet points, styling, and more. The solution builds on familiar Microsoft environments, for increased adoption and minimal training. Ribbons are organized into intuitive workflow options, making it easy for users to work left to right without extensive training. Safely reuse content from other documents into branded templates and instantly apply firm-approved styling. Numbering, formatting, and sections are made easy with helpful tools to fix even the most difficult documents.

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Zenya DOC

Zenya

Information changes quickly in today’s world. Professionals are expected to work efficiently and as flawlessly as possible. The way information can be stored, shared, and accessed makes all the difference. With Zenya DOC, Infoland’s document management system (DMS), professionals have control over information flows anytime and anywhere. In this way, they always work with correct, relevant information without making any effort. Find information quickly thanks to various filters and search suggestions. Keep documents and processes up to date; independently or together. Share documents, internally and externally, with stakeholders, and guarantee assessment and authorization. Find the most relevant information immediately thanks to targeted questions. We have over 20 years of experience with document management in various industries. We can share best practices with you and help you to get you started right away.

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Omnidocs

With Omnidocs, you can create WCAG 2.2-compliant PDF/UA documents directly from Microsoft 365. Omnidocs audits the Microsoft 365 document and creates an intuitive task list with suggested solutions and an integrated PDF export feature for the users. PDF/UA compatibility ensures that online PDFs are fully accessible to individuals with disabilities, including those who use assistive devices such as screen readers or text-to-speech software. PDF/UA compatibility can enhance the user experience for individuals with disabilities by making it easier for them to access and interact with online PDFs. In most countries, organizations are legally obligated to make their online documents and materials accessible to individuals with disabilities. PDF/UA compatibility can enhance the visibility and ranking of online PDFs in search results, as search engines prioritize content that is accessible to users with disabilities.

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PDF7

PDF7 is an online platform offering a comprehensive suite of free, user-friendly PDF tools designed to streamline document management tasks. Users can merge multiple PDFs into a single file, rotate pages, remove specific pages, and organize documents effortlessly. It also provides features to compress PDFs without compromising quality, convert images (such as HEIC, JPG, PNG) and documents (including Word, PowerPoint, Excel) to and from PDF format, and extract or repair PDF files. Additional functionalities include adding or removing passwords for document security and transforming PDFs to grayscale. With a commitment to privacy, PDF7 ensures that no files are stored on their servers during processing.

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Clever CSV

Clever CSV is an AI-powered platform that helps users generate content, clean spreadsheet data, translate text, and format columns in bulk—using Excel files, Google Sheets, or WordPress posts. No coding, formulas, or API key required. Ideal for e-commerce teams, marketers, and anyone working with large datasets. Powered by the latest OpenAI models.

Starting Price: $19/month

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Velixo

Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.

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PyMuPDF

Artifex

PyMuPDF is a high-performance, Python-centric library for reading, extracting, and manipulating PDFs with ease and precision. It enables developers to access text, images, fonts, annotations, metadata, and structural layout of PDF documents, and to perform tasks such as extracting content, editing objects, rendering pages, searching text, modifying page content, and manipulating PDF components like links and annotations. PyMuPDF also supports advanced operations like splitting, merging, inserting, or deleting pages; drawing and filling shapes; handling color spaces; and converting between formats. The library is lightweight but robust, optimized for speed and low memory overhead. On top of the base PyMuPDF, PyMuPDF Pro adds support for reading and writing Microsoft Office-format documents and enhanced functionality for integrating Large Language Model (LLM) pipelines and Retrieval Augmented Generation (RAG).

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Ghostscript

Artifex

Ghostscript is a powerful PostScript and PDF interpreter developed by Artifex, offering a rendering engine and comprehensive graphics library for high-quality document processing. It handles interpreting, processing, and rendering PostScript files and PDFs, supports complex page description language features, and includes utilities for converting, rasterizing, and manipulating documents. Ghostscript also has .NET bindings (Ghostscript.NET) so it can be integrated into .NET applications, and there’s an enterprise version (Ghostscript Enterprise) that extends capabilities to reading and processing common office documents like Word, PowerPoint, and Excel. The product is designed for precision rendering, color space management, and reliable output, making it suitable for both programmatic document workflows and production environments.

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DocStar

Manage all your content easier and smarter with DocStar ECM and DocStar AP Automation. Scalable, collaborative, and feature-rich, DocStar ECM empowers growing businesses to make better and smarter business decisions and to deliver quick ROI with intelligent data capture, smart workflows, and retrieval and deep business insights. Available as a cloud-based service and on-premises solution, DocStar ECM allows teams to work more efficiently, anywhere and anytime, using any device. The solution can also be integrated with accounting, ERP, HRIS, EMR, and other business applications. Document management and automated AP solutions in the cloud or on-premises. Powerful, affordable, easy to use. Empower your team with DocStar AP Automation. Learn all about automating accounts payable with AP360. Create and process secure, easy to use e-forms to capture, verify, approve, and integrate data with core business systems.

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Best Document Management Software for Microsoft Excel - Page 5

Compare the Top Document Management Software that integrates with Microsoft Excel as of October 2025 - Page 5