Best Document Management Software for Microsoft Power BI
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Compare the Top Document Management Software that integrates with Microsoft Power BI as of October 2025
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This a list of Document Management software that integrates with Microsoft Power BI. Use the filters on the left to add additional filters for products that have integrations with Microsoft Power BI. View the products that work with Microsoft Power BI in the table below.
What is Document Management Software for Microsoft Power 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 Microsoft Power BI currently available using the table below. This list is updated regularly.
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1
Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.Starting Price: $1500/month -
2
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
3
Artintech ERP
Artintech
Artintech ERP is a comprehensive enterprise resource planning solution designed to optimize and streamline your business operations across various departments. Tailored for small to medium-sized enterprises (SMEs), Artintech ERP offers robust functionality with a user-friendly interface, allowing businesses to seamlessly manage their resources, inventory, human capital, finances, and customer relations all in one integrated platform. Artintech ERP includes a wide range of modules designed to optimize business operations. Key modules include Procurement, Warehousing, CRM, Distribution, Quality Management (QMS), Workplace Safety, Document Control, Non-Conformance and Corrective and Preventive Actions (CAPA), Inspection, and Computerized Maintenance Management System (CMMS).Starting Price: $24.95/Module/Month -
4
MyQ
MyQ
MyQ X is the print management software that respects people – and knows their need for faster and more efficient print and scanned document workflows – regardless of device manufacturer, fleet size, or network type. From a management perspective, MyQ X enables closer oversight of costs and increased data security with its print and scanning settings. The MyQ X embedded terminal allows customization and secure work flows. For IT support staff, benefits start with automatic device detection and remote installation and continue with an admin web terminal with certified accessibility (WCAG) to give admins a single viewpoint of the fleet. End users gain from MyQ X in the office and on the go. The MyQ X Mobile Print Client (iOS and Android) enables users to add or remove documents from the print queues. In the office, MyQ X enables self-registration and QR code login. MyQ X includes the freemium SMART, ENTERPRISE for SMEs and large firms, and ULTIMATE with advanced workflows.Starting Price: $0 for MyQ X Smart -
5
Microsoft 365
Microsoft
Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for youStarting Price: $5 per user per month -
6
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.Starting Price: $14.00/month/user -
7
Microsoft Excel
Microsoft
Excel learns your patterns, organizing your data to save you time. Easily create spreadsheets from templates or on your own and use modern formulas to perform calculations. New charts and graphs help you present your data in compelling ways, with formatting, sparklines, and tables to better understand your data. Easily create forecasts to predict trends with just a click. Share your workbook with others and always work on the latest version for real-time collaboration to help get work done faster. With Office 365, work within an Excel file from the mobile or desktop app, and the web. You now can add data to Excel directly from a photo. Using the Excel app, just take a picture of a printed data table on your Android or iPhone device and automatically convert the picture into a fully editable table in Excel. This new image recognition functionality eliminates the need to manually enter hardcopy data.Starting Price: $8.25 per user per month -
8
Gigasheet
Gigasheet
Gigasheet is the big data spreadsheet that requires no set up, training, database or coding skills. If you can use a spreadsheet, you can find opportunities in big data. Best of all, your first 3GB are free! Use Gigasheet to filter, sort, group and aggregate data to gain insights. Create pivot tables by simply dragging columns around. Data cleanup tools and functions clean and insert data during analysis. Enrichments such as Email Validation and Geo IP Location look up make your data even more useful. Sharing and collaboration tools make distributing huge data sets a snap. Gigasheet integrates with more than 135 SaaS platforms and databases. Thousands of individuals and teams use Gigasheet to gain insights in minutes, not hours or days. You don't need to be a data scientist to get answers from big data.Starting Price: $95 per month -
9
Assai
Assai Software Services
Assai's DMS stores all your documents, drawings, correspondence, emails, contracts, and purchase orders in a central, easily searchable repository. You control access, and always have the latest versions available to your team. Search functions let you quickly find what you need using metadata or content. Our Document Control system streamlines workflows, with easy setup and maintenance, user inboxes, automatic assignments, and flowchart tracking. We offer Enterprise Content Management that enable complex projects and operations. Get a grip on your projects, assets, documents and data with our Common Data Environment.Starting Price: $5999/month -
10
Neota
Neota
Neota’s no-code technology and modular building blocks enable businesses to quickly develop, deploy, and scale solutions that seamlessly integrate with the rest of a company’s tech stack. Neota delivers proven tools to build powerful digital solutions. With Neota’s visual, enterprise-grade platform for business process automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables businesses to easily develop and deploy decision-making solutions to automate workflows, documents, decisions and processes. Built to empower individuals while meeting the requirements of the enterprise, Neota Logic ® is a powerfully robust and flexible self-service platform. As a true business partner, Neota experts are always available to offer professional service support to ensure clients realize the full value of the platform. -
11
Kizeo Forms
Kizeo
Kizeo Forms is a powerful, intuitive mobile data collection app designed to streamline business processes across industries like construction, real estate, and healthcare. Create, customize, and manage digital forms with ease. Key Features: Customizable Forms: Design forms with text, photos, GPS, signatures, and more. Offline Functionality: Collect data without internet access and sync later. Real-time Data Sharing: Instantly share data with your team and back-office systems. Advanced Integration: Integrate with Google Sheets, Excel, and cloud storage solutions. Automated Workflows: Automate data processing and workflows, generate reports, and trigger email notifications. Secure and Compliant: Protect your data with advanced security features and industry-standard compliance.Starting Price: 15$/month/user -
12
UniPhi
UniPhi
UniPhi is a Portfolio Tracking Management application, designed to demonstrate how well projects are running. With a highly transparent platform, the software gives your clients, staff, and owners the ability to identify issues, collaborate, and run predictive analytics with the use of the dashboard 'Summary Tools.' Using the color status indicators, leaders will quickly distinguish between projects that are on track and projects that can potentially be at risk for failures. The entire suite is mobile-friendly and fail-proof, as it's built to live in the cloud. Other features include Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management.Starting Price: $10.00/month/user -
13
Powell 365
Powell Software
Powell 365, made up of two pillars: • Powell Intranet for Corporate Communications and Employee Engagement • Powell Teams to enhance Microsoft Teams with governance for IT and improved usage for end-users. Our ready-to-use and customizable templates combine their use to take communication and collaboration to the next level and help transform business processes in the hybrid workplace. Powell 365 is a complete Digital Workplace based on Microsoft 365 and opened to 3rd party cloud providers that helps you leverage the full potential of your Microsoft 365 investment to get the most out of your Digital Workplace. Powell 365 offers ready-to-use and fully customizable templates that bridge the Intranet and Microsoft Teams. Easy to install and fully customizable, it will help you to provide the best user experience with advanced communication and collaboration features. It allows the digitalization of business processes such as Employee Onboarding or Sales RFPsStarting Price: $2.40 per user per month -
14
Therefore
Therefore
Therefore™ information management software enables you to store, manage and process all kinds of business information efficiently, economically and securely throughout your organization. No wasting time looking for documents. Just fast, efficient information flow that gives you a productive business edge. Lower document-related operating costs, real-time and secure web access to company information. No more missing information. Rest easy knowing your information is securely stored and only accessible to authorized personnel. Therefore Corporation produces Therefore™ Information Management software. Our software is designed to help employees achieve numerous gains in efficiency and productivity while decreasing time spent on burdensome administrative tasks and paper-intensive processes. This is done by transforming paper-based documents and business processes into electronic records and digital workflows.Starting Price: Free -
15
Grooper
BIS
Grooper was built from the ground up by BIS, a company with 35 years of continuous experience developing and delivering new technology. Grooper is an intelligent document processing and digital data integration solution that empowers organizations to extract meaningful information from paper/electronic documents and other forms of unstructured data. The platform combines patented and sophisticated image processing, capture technology, machine learning, natural language processing, and optical character recognition to enrich and embed human comprehension into data. By tackling tough challenges that other systems cannot resolve, Grooper has become the foundation for many industry-first solutions in healthcare, financial services, oil and gas, education, and government. -
16
ContractPodAi
ContractPodAi
Legal Reimagined - Step into the Future of Enterprise Legal ContractPodAi is a leader in AI-driven legal technology, empowering enterprises to manage risk, drive efficiency, and maximize ROI across the business. Powered by Leah, ContractPodAi’s advanced Agentic AI architecture, our solutions transform legal intelligence into a business accelerator—whether through our industry-leading Agentic Contract Lifecycle Management (CLM) platform or Leah, our Legal Agentic AI solution. Our adaptable approach ensures that organizations can start with their most pressing challenges and scale seamlessly as their requirements grow. Partnered with OpenAI, Anthropic, Google, Microsoft, DocuSign, and Salesforce, ContractPodAi is trusted by leading global organizations. Headquartered in London, with offices in New York, San Francisco, Glasgow, and Mumbai, we are your ally in legal transformation. -
17
CRES
CRES Technology
CRES is a consolidation of Real Estate Data, Documents, Business Processes, and Business Intelligence. CRES Technology empowers real estate companies to overcome IT operations and business productivity challenges. Leveraging Office 365 and Azure Cloud, we offer robust technology solutions fully integrated with your property management system such as MRI, Yardi, VTS, or RealPage. Our principals and technical resources specialize in real estate industry. We have decades of leadership experience in various roles within a range of business areas including technology, business process management, finance, human resources, and customer service. Our team of specialists, with extensive real estate backgrounds, approach technology with uncompromising standards to solve challenges and offer solutions that streamline the business processes and increase the productivity of any real estate company. -
18
Bigle
Bigle
Bigle is a legal tech company that offers a software suite with 4 products: Bigle CLM, the legal AI Bigle Libra, Bigle Sign and Bigle Academy. The company's mission is to streamline the legal operations of companies, improving security and minimising the risk of legal contingencies. The platform allows professionals to automatically create documents, share them for review, validate them in real-time, collaborate virtually, negotiate and has its own electronic signature. Bigle has developed a generative artificial intelligence assistant, Libra, which is connected to its CLM platform, developed for legal departments, which is an expert in the legal field and offers a secure environment of maximum confidentiality, minimising the hallucinations typical of other generalist tools. The technology company is a pioneer and leader in the field of no-code document automation, has a global presence and its clients include large corporations and large law firms. -
19
DocuQuest
IntellaQuest
DocuQuest provides a fully automated solution for the complete document lifecycle, from the creation of a document, through approval and issuing of a document to archiving and destruction based on retention policies. Documents scattered across SharePoint shared drives or individual computers. Difficult to ensure that only authorized people create controlled documents. Approval flows manual or non-existent. Which is the latest revision of the document? Personnel accessing earlier versions of the document. Don’t remember where that document is stored. No process for review, initiation, or control of content revision. No compliance with corporate retention policies, archiving, and disposal. Completely manage all your controlled documents from creation through revisions to archiving and destruction. Get the right information as to where it is needed and when it is needed on any device. Complete version control and automatic generation of history for compliance. -
20
Bonzai Intranet
Aurea
Intuitive navigation and best-in-class search make your intranet the key to getting work done. Make it easy for your users to find everything they need. Take collaboration from a buzzword to a reality with Bonzai’s easy-to-use intranet platform. Bonzai makes all the critical people, content and file sharing information your team needs for successful collaboration easily findable with our industry-leading search. Keep the progress moving with team collaboration tools, automated workflows and document access, downloading and editing features. Whether you need to communicate your business goals to the entire organization or just a specific group, Bonzai gives you the tools you need to get your message noticed. Improve engagement by giving employees the ability to comment, like and share posts. Now, you can finally see your internal communication strategy succeed. -
21
Azquo
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. -
22
DocFactory
Neoledge
Data and Document Archiving. Electronic archiving with the ECM and EDM solution by NeoLedge. Data and document archiving is a highly regulated and circumscribed activity with regard to the recording, storage and retrieval of documents. With physical archiving, paper storage is very costly and cumbersome, not to mention all the risks involved. This is why electronic archiving is a much more practical, economical and secure solution. However, this new way of storing documents must also meet certain standards. How do you guarantee the integrity of documents stored in digital format throughout their life cycle? From scanning to archiving electronic documents, the NeoLedge ECM archiving solution enhances data storage while ensuring data confidentiality by enforcing retention rules. Our archiving solution can interface with any external Electronic Records Management (ERM) system giving you an easy way to safely archive all your documents. -
23
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. -
24
atQor Vault
atQor
atQor Vault, a document management system captures and manages the entire document life cycle, information flow, and processes within an organization with major industry or regulatory compliances adhered to. It helps organizations to be more productive and more secure in collaboration. Using Electronic Document Management System (EDMS), you can store electronic documents at one centralized platform and track the complete lifecycle of the document starting from document creation to the final approval and archival with proper approval mechanisms, versioning, and security. atQor Vault is available as a ready-to-go solution to meet industry needs for compliance, secured collaboration, and regulatory requirements for most industries. Built-in document management and workflow(for editing, reviewing, approving, and publishing) Simplify document creation, organization, and discovery for the end user. Access files from anywhere, on any device. -
25
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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