Alternatives to Canoe
Compare Canoe alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Canoe in 2026. Compare features, ratings, user reviews, pricing, and more from Canoe competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail. -
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Blox.ai
Blox.ai
Business data is usually present in different formats, across sources. A lot of business data is unstructured and semi-structured. IDP (Intelligent Document Processing) leverages AI, along with programmable automation (such as repetitive tasks), to convert data into usable, structured formats, and for consumption by downstream systems.Using Natural Language Processing (NLP), Computer Vision (CV), Optical Character Recognition (OCR) and machine learning tools, Blox.ai identifies, labels and extracts relevant data from any type of document. The AI then maps this extracted information into a structured format while configuring a model which can be applied to all similar document types. The Blox.ai stack is set up to reconcile the data based on business requirements and to push the output to downstream systems automatically.Starting Price: $650 -
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codemantra
codemantra
codemantra is a global leader in Intelligent Document Processing (IDP). Its AI-driven platform automates digital document accessibility compliance; captures, classifies, and extracts data; and transforms documents into any output format. codemantra facilitates the conversion of documents (scanned images/documents & digitally native content) to editable and easily accessible materials which helps improve learning, the end-to-end user experience, and direct cost savings for the institutions. Remote and hybrid learning is the fast-evolving future of education. Creating an accessible learning experience with technologies such as analytics, AI, and machine learning will be key to hyper-personalizing the student experience. codemantra delivers these solutions that improve the learning experience and knowledge dissemination. -
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Accelex
Accelex
Data-driven alternative investment insights, faster, with greater transparency, and at scale. From acquisition to analytics, redefining alternative investing. Accelex allows investors and servicers in alternative assets to quickly and easily acquire, extract, and analyze investment data. Using artificial intelligence and machine learning, Accelex allows clients to automate the accessing, extracting, organizing, and analyzing of data from alternative investment portfolios. This offers clients a more complete picture of investments from the overall portfolio all the way down to the underlying assets. The Accelex platform empowers portfolio insights and better investment decisions, faster, more accurately, and securely. Accelex's cutting-edge technology allows investors and servicers to integrate data from their private investment portfolios. Firms can automate the process of accessing, extracting, and organizing unstructured performance and transaction data. -
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Juris V-Box
Juris Technologies
Juris V-Box is an all-in-one solution that enables financial institutions to collect, track, and secure customer documents throughout a relationship between the customer and the financial institution. It is a cloud-based solution with benefits to financial institutions, insurance providers, credit leasing companies, and other organizations that include: - Reduces human interaction in the document collection process. - Encrypt and secure all collected documents - Centralize documents in a cloud-based repository - Quick solution implementation - Save operational cost - Reduce the time taken to submit and manage financial products applications -
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Tungsten Transact
Tungsten Automation
Tungsten Transact is an industry-leading intelligent document automation technology that simplifies the processing of information that flows into your organization every day. Available in the cloud or on-premises, Transact supports a variety of use cases using advanced AI-powered OCR and supervised machine learning classification to quickly recognize and extract data from a variety of document types with as few as one sample. Transact can process documents for any business or government use case. Tungsten's invoice processing solution puts AI and OCR to work to capture and extract data from invoices automatically within seconds. We automate accounts payable, accounts receivable, and remittance processing. Government agencies are burdened with archives of paper documents but want to modernize. Tungsten's breakthrough capture and extraction technology is here to help transform any document-heavy process. -
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Solovis
Solovis
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. -
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Sigixtract
Sigixtract
SigiXtract is an AI-powered Intelligent Document Processing platform that transforms unstructured documents into structured, actionable data through advanced artificial intelligence, machine learning, and OCR technologies. Unlike traditional OCR solutions that only capture text, SigiXtract understands document context and extracts meaningful business information with high accuracy. The platform automates the processing of invoices, purchase orders, financial documents, compliance records, and other enterprise documents without requiring predefined templates. Businesses can streamline document-intensive workflows, reduce manual data entry, and accelerate operational processes through intelligent automation. SigiXtract integrates with ERP and enterprise systems, enabling seamless data transfer into existing business applications. By combining AI-driven document understanding with workflow automation, SigiXtract helps organizations improve efficiency, accuracy, and scalability. -
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Sybrin AI
Sybrin
Sybrin AI is a fully integrated technology stack powered by computer vision, machine learning, and data science designed to intelligently automate business processes. A comprehensive framework for extracting and understanding data from non-traditional data sources, documents, images, and video. Seamless, real-time ID capture and extraction of any ID document across the globe. Sybrin intelligent document capture is designed to enable the integration of image capture, clean up, recognition, and data extraction into your application. Verify that the person behind a remote interaction is a real person and is physically present through active or passive liveness detection using image processing techniques and neural networks to prevent spoof attacks. Sybrin Identity Verification validates the identity of the person who is actioning the transaction by matching the person’s identity document details against a live selfie and third-party database. -
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InSight Intelligent Document Processing
Iron Mountain
Iron Mountain InSight is an AI-powered Intelligent Document Processing (IDP) platform designed to streamline the management of both physical and digital documents across organizations. It leverages advanced Optical Character Recognition (OCR) and machine learning to convert unstructured data into structured, actionable information. It offers capabilities such as data capture annotation, text extraction, signature detection, forms and contract parsing, automated machine learning, template-based model extraction, GenAI-powered document understanding, document splitting, data validation, and human-in-the-loop (HITL) support. InSight's low-code environment enables users to create customized workflows, automate document routing, and identify process delays or missing documents. It integrates seamlessly with existing IT infrastructures, including cloud providers like AWS and Google Cloud, and supports compliance by applying updated records retention rules through integration. -
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Intelgic
Intelgic
Extract data from invoices, receipts, and scanned documents and automate workflow with RPA. Invoice and receipt data extraction API Ready invoice and receipts data extraction API for AP automation. Doc Dog is a document-processing AI platform. Capture actionable data from invoices, and receipts with our readily available AI model through API. Our document AI technology can process any unstructured documents. Contact us for other document processing. Design and develop powerful bots to automate repetitive, rule-based, and mundane tasks with the Intelgic RPA platform. Simplicity, accuracy, and flexibility are our key focus. All of our tools are designed for citizen developers and programmers and built by developers, AI researchers, and functional experts. We provide digital transformation products, toolkits, and AI solutions to businesses, digital transformation companies, and software development firms for their digital transformation projects. -
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Ephesoft
Ephesoft
Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Thousands of customers worldwide use Ephesoft to save costs, improve accuracy, and fuel their journey towards autonomous enterprise. Ephesoft is headquartered in Irvine, Calif., with regional offices throughout the US, EMEA and Asia Pacific. Ephesoft Transact is an enterprise capture and data extraction automation platform, in the cloud, hybrid or on-premises, that automates any content-based business process and makes meaning out of unstructured data for decision-makers worldwide. -
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Solvas Digitize
Alter Domus Data Solutions Inc.
Solvas Digitize is an intelligent document processing solution designed to help financial organizations manage complex documentation with greater accuracy and efficiency. By fully automating document intake, data extraction, validation, and reconciliation, it transforms unstructured, semi-structured, and structured documents into clean, ready-to-use information. The system centralizes every step of the workflow, allowing teams to control extraction quality, resolve missing data quickly, and eliminate manual errors. Its above-industry-average accuracy delivers reliable digitized data that supports faster, more strategic decision-making. As a managed service, Solvas Digitize combines advanced technology with expert support, reducing operational burden and eliminating the need for large capital investments. It is built to handle high-volume, high-complexity documents across investor reporting, accounting, compliance, and portfolio management use cases. -
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Doculayer
Doculayer
Forget about manual content classification and data entry. Doculayer.ai offers a configurable pipeline with document processing services like OCR, document type classification, topic classification, data extraction and data masking. Doculayer.ai puts business users in the driver's seat by making training/learning easy via an intuitive user interface for labeling of documents and data. With our hybrid data extraction approach machine learning models can be combined with rules, patterns and library scripts to obtain better results with less training data in less time. For the protection of sensitive data within documents, data masking can be anonymized or pseudonymized. Doculayer.ai adds document intelligence to your Content Services Platform, Business Process Management systems, and RPA solutions. Supercharge your existing IT environment for document processing with machine learning, natural language processing, and computer vision technologies. -
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PaperEntry
Deep Cognition
PaperEntry Platform is an AI-based document data capture platform that allows businesses to automate data entry and eliminate the need of having human data entry operators. It is designed to work with different types of documents. The documents can be extracted from email, shared folders, and can be integrated via APIs. PaperEntry’s core technology is based on Artificial Intelligence. The technology enables relevant data extraction from documents. The extracted data can be quickly validated (if required) by a human validator using built-in validation software, and the validated data can then be routed to a client or a post-processing engine for further digital transformation. Finally, the extracted, validated, transformed (optional) data can be integrated into ERP (Enterprise Resource Planning) or TMS (Transport Management System), or AP (Accounts Payable) systems. The diagram below illustrates the overall flow. -
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Bautomate
Bautomate
Bautomate is an intelligent automation platform for streamlining and automating business processes in a variety of industries. Cloud-based Bautomate is built on Artificial Intelligence (AI), Machine Learning (ML), and Natural Language Processing (NLP) technologies for improving operational efficiency. Bautomate combines Robotic Process Automation (RPA), Business Process Management (BPM), Document Management System (DMS) and Contextual Content Extraction to automate business processes. BPM with intelligent BOTS: Flexible and scalable Workflow with BOTs automates a wide range of repetitive tasks by interacting with different systems. Cognitive Content Capture: An intelligent content extraction (OCR) from structured and unstructured documents such as PDFs, Images, etc. Document Management System: Organize, manage and track your documents securely throughout the organization. -
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OptiDox
Zietra
With this smart data extraction software and image-to-text converter, integrated with machine learning OCR, you can add any documents to convert it into smart, structured, searchable and editable text or data that provides actionable insights for your business. Can be edited electronically, searched, stored more compactly & displayed online. Can unlock data from even the most unstructured & complex documents. The system understands what and where to extract and improves over time using ML. Fully AI-driven to automate the process, offer more accuracy and provide actionable insights & business intelligence.Starting Price: $250 per month -
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Hubdoc
Hubdoc
With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.Starting Price: $12 per month -
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Amazon Textract
Amazon
Amazon Textract is a fully managed machine learning service that automatically extracts text and data from scanned documents that goes beyond simple optical character recognition (OCR) to identify, understand, and extract data from forms and tables. Many companies today extract data from scanned documents, such as PDF's, tables and forms, through manual data entry (that is slow, expensive and prone to errors), or through simple OCR software that requires manual configuration which needs to be updated each time the form changes to be usable. To overcome these manual processes, Textract uses machine learning to instantly read and process any type of document, accurately extracting text, forms, tables, and, other data without the need for any manual effort or custom code. With Textract you can quickly automate manual document activities, enabling you to process millions of document pages in hours. -
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Acodis
Acodis
Intelligent document processing automates the processing of data within documents, contextualizing the document, understanding the information, extracting it, and sending it to the right place. With Acodis, you can do all of this in just a few seconds. The world is full of unstructured data hidden in documents and it will be for a long time to come. That's why we built Acodis so that you can extract data from any document, in any language. Get structured data from any document with machine learning, in seconds. Build and combine document processing workflows with a few clicks, no coding required. Once you capture and automate your document's data, integrate the process into your existing systems. Acodis offers an easy-to-use user interface. This enables your team to automate document-related processes and enables you to make faster decisions based on machine learning. Use the REST client in the programming language that you are using and integrate it with your existing business tools. -
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Veri5 V-CIP
Veri5Digital
An AI-driven Customer Identification process that was incepted after RBI approved VCIP. You can now speed-up customer on-boarding by automating document collection and face match. Enterprises can now do KYC verification across India. Complete VCIP process in less than one minute by digitizing document collection and AI face authentication. Accurately extract details from ID cards using smart integration with supported government databases. Authenticate identity details by matching photo on ID document with live video with the agent. Ensure person is present through liveness check. Record declaration and terms & conditions (T&C) acceptance for non repudiation check. We offer in person verification over and above the AI algorithmic verification where final KYC approval is done by your agent. Integrate your existing customer applications, be it mobile or web, using APIs and SDKs. -
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docAnalyzer.ai
docAnalyzer.ai
docAnalyzer.ai is an innovative cloud-based platform that transforms how professionals interact with documents. Our AI-powered solution enables intelligent, context-aware conversations with your documents (PDFs, Word, PowerPoint, and more), extracting valuable insights with minimal effort. Key features include multi-document analysis for comparing and synthesizing information across file collections, workflow automation with customizable AI agents that streamline repetitive tasks, and advanced OCR capabilities for analyzing scanned documents. With docAnalyzer.ai, you can chat directly with your documents, extract structured data, and share insights with team members, all while maintaining complete data privacy and security. Our platform continuously improves, adapting to your specific needs. Perfect for researchers, legal professionals, analysts, and anyone dealing with document-heavy workflows, docAnalyzer.ai dramatically reduces manual processing time.Starting Price: $6/month/user -
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Brainware
Hyland
For enterprise organizations who need to capture paper and digital documents, Brainware Intelligent Capture provides fast, accurate and efficient capture to help organizations get to what they really need, the data. Brainware advances the document capture process by using automation technologies, such as machine learning, to automatically classify, extract, verify and validate that data. This puts documents and data more quickly into the hands of the personnel who need it, improving response time to partners and customers and elevating business intelligence, all while reducing costs. -
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XtractEdge
EdgeVerve
Scale up and process millions of documents across the length and breadth of your enterprise. A one size fits all approach to document extraction, processing and comprehension does not apply in most enterprise scenarios. To successfully unlock business value from enterprise documents regardless of their complexity or domain specificity, a purpose-built document extraction, processing and comprehension platform like XtractEdge Platform is required. With its advanced AI capabilities that use an ensemble of various Machine Learning and Deep Learning based techniques, flexible data management and analytics pipelines, XtractEdge Platform structures world’s complex multi-document data, makes it consumption ready to unlock the latent business value. XtractEdge Platform optimizes the document extraction, processing and comprehension pipeline to help enterprises unlock business value faster. -
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Graip.AI
Graip.AI
Graip.AI is an advanced Intelligent Document Processing platform that turns unstructured documents into reliable, actionable data without templates or manual effort. It extracts, validates, enriches, and classifies information across 140+ languages, enabling high-accuracy processing even for complex and handwritten documents. With a library of 50+ specialized AI agents, Graip.AI automates end-to-end document workflows, from data capture and verification to system integration. Agents can work independently or together to support multi-step processes across finance, logistics, procurement, operations, and compliance. Powered by LLMs, machine learning, and proprietary extraction engines, Graip.AI reduces manual workload, minimizes errors, and significantly boosts operational productivity. -
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Axix IDP Engine
Axix Technologies LLC USA
Axix IDP Engine is an AI-powered intelligent document processing platform that automates the extraction, classification, and validation of data from invoices, contracts, forms, and unstructured documents. Using computer vision and machine learning, it eliminates manual data entry, reduces processing errors, and accelerates document-heavy workflows across finance, HR, procurement, and operations. The platform supports multi-format document ingestion, custom field extraction, automated validation rules, and seamless integration with existing ERP and business systems. Built for enterprises handling high volumes of paperwork, Axix IDP Engine converts unstructured content into structured, actionable data in minutes instead of hours. Designed for global deployment across Pakistan, GCC, and UK markets, it helps organizations cut operational costs, improve accuracy, and free teams from repetitive document handling tasks.Starting Price: $0.29/page -
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DocStar
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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Documente
Envistudios
Documente is an AI-powered document processing platform designed to revolutionize the way businesses handle information. By harnessing the power of natural language processing (NLP) and machine learning, Documente effortlessly extracts valuable insights from any document format. From invoices and contracts to reports and emails, our intelligent system accurately extracts, classifies, and organizes data, saving you time and resources.Starting Price: $7.99 per user per month -
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IxorDocs
Ixor
IxorDocs captures data from documents (e.g. e-mail, text, PDF and scanned documents), categorizes them and extracts relevant data for further processing. We do this using AI technologies such as computer vision, OCR, Natural Language Processing (NLP), and Machine/Deep Learning. Our solution is non-invasive and can be integrated with internal applications, external systems and various automation platforms. Many business functions and verticals find applications of IxorDocs for a wide range of use cases.Starting Price: $1 -
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Consilio Complete
Consilio
As a global leader in legal consulting and services, Consilio is committed to helping propel our clients further with proven solutions & expertise. The culmination of multi-year, multi-million dollar investments, Consilio Complete is a proven end-to-end legal services & technology platform bringing together world-class expertise, innovations in technology & data, along with robust workflows. Eight capabilities are tightly integrated to drive efficient outcomes, reduce client risk & control cost for investigations, eDiscovery and workflows -all designed to deliver as one complete experience. Powerful modules working together to form a robust experience ― proven to perform by the world’s most rigorous law firms and global corporations. Proven expertise across practice types, challenges and industries delivering at scale for clients of all sizes. Fully supported by a full-stack of seasoned experts — from data operations engineers to analytics experts. -
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DocExtractor
DocExtractor
At DocExtractor, we leverage advanced AI and machine learning technologies to quickly extract key information from your documents—be they PDFs or scanned images. Whether you’re dealing with invoices, receipts, forms, contracts, Pos, resumes, or reports, our platform automates the extraction process, saving you time, increasing accuracy, and improving efficiency.Starting Price: $35/month -
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Moonoia docBrain
Moonoia
The docBrain platform brings together machine learning, data science, solution engineering and DevOps for document-centric productive purpose. Deep learning technology allows you to train AI models from the bottom up and create unique solutions that address your specific document challenges. Use docBrain's pre-trained models to access years' worth of learning and ensure a minimum return on investment prior to any training. Whether you train the AI yourself or use the models off-the-shelf, the solutions you deploy with docBrain will easily integrate with your business systems. docBrain was created in-house to solve Moonoia’s own document processing challenges created mainly by error-prone and costly manual data validation that was slowing down end-to-end processes, making automation impossible. Market-available OCR technologies were unable to achieve the accuracy levels required for straight-through processing, especially for handwritten, unstructured or low-quality documents. -
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Keito Kapture
Keito
Unique solutions for your organization through a personalized process. Turning nightmares into sweet dreams, from complex manual paperwork to intelligent document processing machine. Robotizing business processes with advanced AI. Kapture is a cloud-based self-service for enterprise-grade form extraction platform. Using AI based OCR for a human intense activity like automating the data classification and data extraction for various industries. We handle forms and images of various formats and sizes from your pngs, tiff, pdf, docx, doc etc. A classifier is an engine that can be created under Kapture, for segregating your various types of documents. Differentiating your invoices from your kyc, loan document and so on. The bulk of composite data can be split and segregated into its respective classifier folder for further processing. Extractor captures specific values which are critical from your forms and printed content at 80% automation. -
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CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
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Aluma
Aluma
Easily extend the scope and value of your solutions and platforms with the latest in document automation techniques and powerful tools to fuel business intelligence. Our technology delivers structured data from unstructured documents, increasing the efficiency of a wide variety of systems and processes. Our document automation tools are ready to go and easily embedded into your solutions, devices and workflows. With our decades of experience, you are assured of practical yet innovative technology that works, is reliable, and is scalable over time. From fast OCR to powerful document classification and data extraction, Aluma features can be accessed individually or in combination so you can easily use what you need when you need it. An innovative blend of machine learning and automation technologies that capture, classify and manage information in new and more profitable ways. -
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Infinia ML
Infinia ML
Document processing is complicated, but it doesn’t have to be. Introducing an intelligent document processing platform that understands what you’re trying to find, extract, categorize, and format. Infinia ML uses machine learning to quickly grasp content in context, understanding not just words and charts, but the relationships between them. Whether your goal is process automation, predictive insights, relationship understanding, or a semantic search engine, we can build it with our end-to-end machine learning capabilities. Use machine learning to make better business decisions. We customize your code to address your specific business challenge, surfacing untapped opportunities, revealing hidden insights, and generating accurate predictions to help you zero in on success. Our intelligent document processing solutions aren’t magic. They’re based on advanced technology and decades of applied experience. -
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Inscribe
Inscribe
Tedious document reviews add friction to account opening and underwriting processes, but automation alone isn’t the answer. We believe automation without fraud detection is reckless, which is why Inscribe is the total Risk Intelligence package that helps you detect fraud, automate processes, and understand creditworthiness so you can approve more customers, faster. Rely on educated guesses to identify manipulated documents, leaving your business open to fraud and credit losses. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. It’s where our focus began and we’ve spent years perfecting our machine learning models — and they keep evolving. Because we got here first, you can trust that our models will remain the best and most reliable in the industry. -
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AlphaTrust e-Sign
AlphaTrust
AlphaTrust e-Sign™ allows you to automate document and signature processes ranging from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants. Electronic signature is a wonderful capability, but getting work done means more than just stamping signatures on documents. Truly automating your work means dealing with how documents are created, how users are authenticated, how data is captured and validated, how compliance rules are followed, how signatures are captured, and how documents and data flow after signing. For organizations that need to process documents for signature, approval, data collection, and/or secure delivery AlphaTrust e-Sign™ offers a better way. AlphaTrust e-Sign™ is designed to function as a central workflow automation platform for service provider and enterprise applications to support more advanced use cases and high volume transactions. -
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Pype
Pype
Pype’s suite of construction software solutions elevates your efficiency from preconstruction through closeout. AutoSpecs gives you immediate access to action submittals, product data, and more during precon. Throughout project planning and takeoff, the versioning tool easily keeps track of changes between multiple versions and identifies added, removed, and modified requirements. Automatically scan drawings for submittals, schedules, and more with SmartPlans, utilizing advanced Pype AI to identify potentially missing submittals. At the end of your project, use Closeout to automate the document collection process before turning over a polished and branded package to your client. As part of Autodesk Construction Cloud, Pype rounds out a comprehensive tech stack by automating critical workflows, reducing risk, and helping break down data silos across your entire project portfolio. -
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Harold
Harold
Harold is a flexible automation tool for new and legacy ERPs, built to stop bad data from entering a business. It extracts, checks, and fixes documents before they hit the systems that depend on them. Most document tools extract data, but Harold is designed to make that data right: missing fields, incorrect totals, wrong VAT, bad supplier IDs, and manual checking are caught before they break downstream workflows. AI pulls data from any document, including invoices, receipts, purchase orders, and statements, then rules validate the information automatically, and clean data is sent straight to an ERP, accounting tool, or Zapier flow. Users can upload documents or email them to a unique Harold inbox; Harold extracts headers, totals, line items, and references into structured data; checks run automatically; and issues are flagged or fixed before export. Data can land cleanly as CSV, Excel, ERP output, or an automated Zapier flow.Starting Price: $25.11 per month -
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Collect
Collect
Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.Starting Price: $39 /month -
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Azure AI Document Intelligence
Microsoft
AI Document Intelligence is an AI service that applies advanced machine learning to extract text, key-value pairs, tables, and structures from documents automatically and accurately. Turn documents into usable data and shift your focus to acting on information rather than compiling it. Start with prebuilt models or create custom models tailored to your documents both on-premises and in the cloud with the AI Document Intelligence studio or SDK. Learn how to accelerate your business processes by automating text extraction with AI Document Intelligence. This webinar features hands-on demos for key use cases such as document processing, knowledge mining, and industry-specific AI model customization. Accurately extract text, key-value pairs, and tables from documents, forms, receipts, invoices, and cards of various types without manual labeling by document type, intensive coding, or maintenance. Use AI Document Intelligence custom forms, prebuilt, and layout APIs to extract information.Starting Price: $1.50 per 1,000 pages -
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Docugami
Docugami
Document engineering empowers business users with an impact on day one, without any massive investment in machine learning, staff training, or IT development. Analyze agreements for risk, pricing, and obligations. Avoid costly penalties, and escalators due to delays. Transform carrier plans into data, so your brokers can focus on selling, not data entry. Cut costs, and improve quality vs annual temp staffing. Scour your MSAs and SOWs for deliverables, pricing, liabilities, and legal risk. Avoid expensive surprises. Cut the cost of diligence in transactions. Identify price variations, renewal deadlines, sub-lease options, and tax issues across entire portfolios. Comply with tax laws, optimize rents, and avoid fees. Unlock the data in your unique documents to increase productivity, compliance, and insight. Re-paper legacy licenses to comply with new regulatory and customer requirements. Assure quality reviews and documentation. -
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Pipefile
Pipefile
Pipefile streamlines the collection of personal, financial, or otherwise sensitive documents for business professionals. Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving. Create a checklist or leave it open-ended. Save your templates to make it super simple to request standard forms. No usernames or passwords required. With reminders, documents always show up on time. Pipefile will automatically remind your clients so you don't have to. Just sit back and wait for everything to arrive. You'll receive an email once everything is ready. Just click the link and download the documents directly from Pipefile or sync with your existing cloud storage. Your security is our top priority. All files are stored with 256-bit AES encryption. Additionally, we offer custom PGP key management to give you complete ownership of your data.Starting Price: $14.99 per user per month -
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FutureVault
FutureVault
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. -
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Zuva DocAI
Zuva
Everything you need to capture critical data across your organization. Access context-aware machine learning models to extract relevant information from your documents. Use our specialized classifiers to identify business document types. Distinguish across employee contracts, leases, supply agreements, and more. Quickly identify the language your document is written in. Know if your documents are in English, Portuguese, German and other languages. Create and retrieve OCR text and images from over 20 file types including email, word documents, and PDFs. Use any AI model from our library of 1000+ built-in clause and provision models, trained by our in-house team of experts to decrease initial uplift. Zuva DocAI is powered by Zuva’s patented ML technology trusted by top law firms and enterprises to identify, extract, and analyze content in documents with unparalleled accuracy. Build your own AI applications that meet your unique needs. -
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IBM Datacap
IBM
Streamline the capture, recognition and classification of business documents. IBM® Datacap software is a key capability of the IBM Cloud Pak® for Business Automation. It streamlines the capture, recognition and classification of business documents. Its natural language processing, text analytics and machine learning technologies identify, classify and extract content from unstructured or variable paper documents. Supports multichannel input from scanners, faxes, emails, digital files such as PDF, and images from applications and mobile devices. Uses machine learning to automate the processing of complex or unknown formats and highly variable documents difficult to capture with traditional systems. Enables you to export documents and information to a range of applications and content repositories from IBM and other vendors. Offers configuration of capture workflows and applications using a simple point-and-click interface to speed deployment. -
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QDox
Quantiphi
QDox automates the extraction and processing of information from unstructured documents such as invoices, contracts, receipts, and more. The system utilizes artificial intelligence and machine learning algorithms to achieve high accuracy and efficiency in document processing. With QDox, enterprises can create custom document processing workflows to extract essential information from various documents and utilize the data as required. QDox has pre-trained models for more than 100+ documents across industries. The QDox Developer Tool Suite, human-in-the-loop architecture, and pre-built components reduce existing development time by 70% without compromising accuracy. -
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Hyperscience
Hyperscience
What is Hyperscience? Hyperscience offers the most accurate Intelligent Document Processing platform using proprietary ML models to classify and extract printed and handwritten text from any document, from structured forms to complex and unstructured documents. Hyperscience is built to ensure that humans and AI work collaboratively through an intuitive, user-friendly interface (human-in-the-loop); involving employees at any stage of the process only when the software is not confident enough to meet the accuracy SLAs predefined by the customer. Hyperscience’s platform capabilities go well beyond data extraction, helping customers act on that data through bespoke workflows to do things like validating, enriching, and discovering that data - ultimately, ensuring that accurate data flows into downstream systems to enable better decisions. -
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MagicDocs
Formally
Accurately organize documents in an instant with intelligent labeling. Organize files in an instant with our advanced language learning model. Organize, rename, summarize, and extract key data from any document with MagicDocs, your secure, AI-powered solution for time-saving document management. Within seconds, MagicDocs can effortlessly generate concise summaries for lengthy documents, saving you time. Instantly create document summaries using MagicDocs AI. Ideal for personal use or collaboration. Use MagicDocs to easily gather and store documents for yourself or with a collaborator. Real-time updates when a collaborator makes changes keep everyone in sync, every step of the way. We prioritize protecting your data at the highest level. This includes our guarantee that your data will never be utilized for training, safeguarding your clients' confidentiality, and setting a new standard of security.
