Alternatives to UPNavigator
Compare UPNavigator alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to UPNavigator in 2026. Compare features, ratings, user reviews, pricing, and more from UPNavigator competitors and alternatives in order to make an informed decision for your business.
-
1
Datasite Diligence Virtual Data Room
Datasite
Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions. -
2
Sovos
Sovos
For over four decades, Sovos has helped organizations of every size meet their tax and regulatory obligations with confidence. Our cloud-native compliance platform handles the full spectrum of requirements — from indirect tax and e-invoicing to information reporting and unclaimed property — across more than 19,000 jurisdictions worldwide. Half of the Fortune 500 rely on Sovos. With three billion transactions processed annually, a 400-member partner ecosystem, and a presence spanning the Americas and Europe, we deliver the scale and expertise that complex compliance demands. Beyond our enterprise offering, the Sovos family of eCommerce brands makes professional-grade compliance accessible to smaller organizations: TINCheck validates taxpayer identification numbers in real time against IRS, OFAC, and Death Master File data. Monthly plans begin at $19.95 with prepaid and high-volume options available. eFileMyForms handles eFiling for 1099, W-2, ACA, 1042-S, and CA 592-B forms on a pay-per-form basis — no subscriptions required. Per-form rates drop as low as $1.19 for high-volume orders. ReportMyUP automates unclaimed property reporting across all 50+ states with NAUPA-compliant outputs and direct eFile capability. Annual plans begin at $299, with a 7-day trial included. 1099Pro is a full-featured cloud platform for 1099, W-2, 1098, and 1042 filing, supporting 15+ form types with built-in TIN validation and corrections. Annual plans start at $449 with no setup fees. Aatrix delivers W-2 and 1099 eFiling through direct integrations with Sage, NetSuite, Acumatica, and 30+ other platforms. Pricing is per filing with no annual commitment. All products are backed by Sovos Compliance, LLC. -
3
Kollate-it
Werkflo
Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate due diligence, compliance, risk management and audit activities and create reports at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs given the versatility. Kollate-it helps all regulated companies document their processes for review across the business. The software solves a number of problems, including: (1) data input dramatically reduces (2) work tasks speed up (3) activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) information silos collapse (7) reporting becomes faster and 24/7 and (8) document retrieval is immediate. Kollate-it allows users to meet continuous requirements in real time with tools to collaborate, collate information and report with ease.Starting Price: $300 AUD per month -
4
ReportMyUP
Sovos
ReportMyUP simplifies unclaimed property reporting from start to finish with expert-backed guidance and an easy process to stay compliant with unclaimed property reporting requirements. It helps businesses upload data, auto-validate records in minutes, track dormancy deadlines across all states and property types, automate due diligence letters, generate NAUPA-compliant reports for all 50 states, and eFile directly with over 30 states. Its workflows simplify the escheatment process with clear, step-by-step guidance tailored to each state’s requirements, helping teams stay compliant and on track all year long. ReportMyUP provides complete property management, centralized tracking, built-in status fields, reporting history, audit-ready records, and automatic updates as regulations change. Users can import unclaimed property through bulk upload or manual entry, view and filter records in one place, edit records, add comments, track state-specific deadlines, and monitor reporting.Starting Price: $299 per year -
5
AUPTC
DMA
Automate your unclaimed property management workflow with an award-winning unclaimed property software solution. Abandoned & Unclaimed Property Total Compliance (AUPTC) addresses the management of unclaimed property and ensures compliance with unclaimed property regulations in the United States and Canada. Mishandling of unclaimed property greatly increases a company’s likelihood of costly audits. Advanced workflow solution managing the flow and audit trail of property through due diligence, payment, and escheatment. System logic driven by state regulations, ensuring unclaimed property total compliance. Customizable dashboards that report on records in need of formal due diligence, check reissuance, and state reporting. -
6
HRS Pro
HRS Pro
HRS Pro is an off-the-shelf unclaimed property reporting solution that streamlines compliance across all U.S. jurisdictions—including Puerto Rico and the District of Columbia—by generating NAUPA II-format reports tailored to each state’s statutory requirements. Available as web-based or desktop applications, it lets you import data using supplied templates, access a getting-started guide, FAQs, and how-to videos, and automatically produce cover sheets and due diligence owner letters. The Enterprise edition supports unlimited companies (FEINs), multiple users, and unlimited properties per state report, and enables exports to Excel or CSV with phone and email support, while the Standard edition offers the same comprehensive reporting features for a single company and user (up to 100 properties) without export capabilities or direct support. -
7
Simple Escheat
Simple Escheat
Unclaimed property reporting is made easy with Simple Escheat. A do-it-yourself, automated solution built for organizations of any size. We’ve made unclaimed property compliance easier. Simple Escheat is a software solution that enables you to manage the entire process in-house with little or no training. It's SimpleTips with step-by-step guidance that allows you to train as you go. Users go through a simple, one-time setup, and the system is ready to do all the work. Built by experts, CPAs, and attorneys who specialize in state tax and unclaimed property reporting, Simple Escheat automates every compliance step. Your unclaimed property filings will always be accurate and meet the most up-to-date state requirements. Our flexible pricing fits the needs of companies of all sizes and complexities, from those with straightforward requirements to those wrestling with the complexity of escheat filings in every state.Starting Price: $1,200 per year -
8
Eisen
Eisen
Eisen is the first escheatment automation solution that proactively manages account offboarding by unifying escheatment, disbursement, and outreach into a single platform. It streamlines compliance with state-by-state unclaimed property regulations by identifying inactive and dormant accounts, tracking and resolving stale checks, automating large-scale wind-down disbursements, and managing force-out closures, with comprehensive audit trails and an accuracy guarantee. It connects seamlessly to existing data systems through a growing library of integrations, quantifies risk in real time, and provides proactive customer outreach to prevent accounts from becoming liabilities. By automating every step, from data ingestion and risk assessment to personalized communications and payment execution, Eisen keeps financial institutions ahead of regulatory deadlines, reduces manual effort, and mitigates costly penalties associated with escheatment. -
9
KAPS
Kelmar
Kelmar’s KAPS unclaimed property management system is a fully scalable, configurable SaaS platform engineered specifically for government unclaimed property programs. It enables administrators to manage the entire lifecycle, from initial loading of reports and receipts through due diligence mailing, escheatment, claim processing, and payment execution, via a relational database interface tailored through system configurations rather than custom code. KAPS supports integration with public-facing state websites and cloud-based document imaging, automated owner outreach, built-in LexisNexis identification verification, and the Kelmar Fraud Index AI-driven risk profiling. Delivered over secure, industry-standard authentication protocols, it undergoes annual SOC 2 Type 2 and ISO 27001:2022 audits and holds GovRAMP authorization. Additional modules streamline auction close processes, manual online reporting for smallholders, and tangible property management. -
10
Tax.com
Tax.com
Tax.com proven solutions can help you resolve tax and unclaimed property issues in a few clicks. Empower and transform your property tax compliance and productivity with innovative tax management solutions. Discover the industry-leading solution for U.S. real and personal property tax management. File your first returns in just 15 minutes. With global properties, a variety of tax laws, and multiple languages and currencies, transparent reporting can be a challenge, until now. Efficiently manage U.S. personal and real property tax data, forms and filing, and jurisdictional requirements from end to end. Automate your property tax assessments and bills with data directly from tax authorities. Save up to 75% of time spent on processing notices. Up-to-the-minute data sets across multiple jurisdictions, market value comparisons, and property tax consulting leads, are all at your fingertips. -
11
Roost
Roost
Automate your cash security deposit management to reduce costs by up to 80%, stay compliant, and provide your residents with meaningful financial amenities. Automate the repetitive, time-consuming security deposit tasks with Roost so your team can focus on revenue-generating activities instead. Save your site and accounting team time by streamlining payments, holding interest, jurisdictional compliance, processing refunds and organizing unclaimed property. No more manual deposit requests, payment reminders, or refund issuance—Roost does it for you. Say goodbye to check printing, envelopes, postage and time spent following up on uncashed checks. Smart notifications and deep integrations automate existing workflows so your team doesn’t miss a beat. -
12
Diligent Risk Intelligence Data
Diligent
Automated real-time monitoring and search tool for negative news, watchlist, sanction, and politically exposed person data. Protect your institution from reputational, AML, and financial crime risks. Diligent’s patented search and monitoring capability offers real-time, accurate negative news and risk information using machine learning and relevancy score calculation. Screen against 1400+ watchlists, sanctions, and embargo lists in real-time with our comprehensive screening capability. Utilize automated monitoring for sanctions, watchlists, and state-owned entities. Map beneficial ownership and detect risks during crises for customers and vendors. We are committed to providing a robust and secure service that protects all our customers’ data. Diligent’s Security Program is governed based on the NIST Cybersecurity Framework and Diligent follows ISO/IEC 27001 standards to keep information assets secure by implementing an Information Security Management System (ISMS). -
13
Wealth-X Diligence
Altrata
Wealth-X Diligence provides a unique combination of in-depth intelligence on individuals spanning all levels of wealth for organizations looking to meet regulatory or best practice requirements and mitigate reputational and commercial risk. Our expert global research team helps you close the gaps in your compliance approach, including a comprehensive analysis of a client’s net worth and source of wealth, and identifying whether it has been accumulated legitimately. With increasing regulation and trends toward greater transparency, understanding the source of wealth is a cornerstone of due diligence. Organizations should not only be concerned with non-compliance and regulatory penalties but by the costs of reputational damage. The Wealth-X Diligence dossier helps to avoid information overload during the diligence process by providing concise and relevant intelligence and removing unnecessary noise. -
14
Inkvex
Darkcode AI Media LLC
Inkvex is purpose-built legal AI for self-funded searchers in live SMB acquisition diligence. It reviews APAs, commercial leases, employment agreements, seller notes, FDDs, and related diligence materials, and returns a risk score 1-10, quoted red flags, jurisdiction citations, a structured first-pass report, and an attorney-ready Diligence Memorandum (PDF) on every paid tier. Ask Inkvex answers follow-up questions about the analyzed document and can cite Verified Sources. Premium tiers add an Executive Deal Verdict, a Cross-Reference Map, and Negotiation Points with Market Benchmarks. Built for searchers, not freelancers. Inkvex is a first-pass for your attorney, not a substitute for counsel. Legal information, not legal advice.Starting Price: $99.99 -
15
Accord
Accord
Measuring the numerous periods that determine eligibility requires focused resources on ACA fundamentals. Multi-source data assembled on the best ACA platform in the industry means your 1094-C & 1095-C are accurate. Prevents incorrect forms from being issued to employees by instantly examining code combinations. Accord has created and continues to evolve a first-class platform for employers and licensees to manage the complexities of ACA reporting. View your dashboard where ongoing eligibility and affordability data associated with multiple measurements, stability, and wait periods are displayed. Generate all necessary ACA reporting and filing from our easy-to-use interface, no software to load and all upgrades come online seamlessly. Be prepared for IRS inquiries by maintaining diligent internal audit management. With easy access to historical data and your Accord team, audits are quickly performed when needed. -
16
DOBS AI
DOBS AI
Dobs is an end-to-end AI platform for financial due diligence, built with AI agents that turn messy data rooms into production-ready workbooks in minutes instead of weeks. It helps transaction teams analyze proof of cash, payroll, EBITDA, and other diligence workflows with 99%+ accuracy, reducing manual spreadsheet work and accelerating review cycles. Dobs is designed to parse inconsistent financial documents, extract structured data, map accounts, reconcile information, and generate analysis-ready outputs that teams can use for diligence, reporting, and decision-making. Its agents support use cases across financial due diligence, construction, real estate, and property management, helping users review T12s, benchmark performance, recover hidden costs, eliminate covenant risk, and capture change orders. For real estate investment decisions, Dobs provides AI-powered parsing, automatic account mapping, live benchmarking, and an interactive deal chat. -
17
WorldCompliance Online Search Tool
LexisNexis
WorldCompliance Online Search Tool connects you to structured, human‑curated financial crime compliance data with expansive, up‑to‑date coverage of global sanctions, enforcement actions, politically exposed persons, state‑owned enterprises, and adverse media. It expedites compliance workflows by enabling unlimited searches across more than 60 risk categories, supports easy foreign‑language queries, and uses unique identifiers, such as photos and dates of birth, to tailor risk‑based due diligence. The platform strengthens KYC, customer identification, customer due diligence, and AML programs with continuous updates aligned to the USA PATRIOT Act, Fifth EU AML Directive, FATF guidelines, MAS, and the ACRA Act, while improving audit readiness through comprehensive record keeping. Users can identify and assess anti‑money laundering and terrorism‑financing risks, automate 24/7 adverse media monitoring across over 30,000 global feeds, and leverage profiles updated daily. -
18
VATBox
Blue dot
Blue dot VATBox is an enterprise VAT management solution that identifies and calculates eligible VAT spend, enabling companies to optimize, manage, and analyze both global and local VAT recovery processes while identifying unclaimed returns and avoidable costs. The platform offers VAT assurance by providing detailed breakdowns of invoices and VAT reclaims, granting users an in-depth overview of all VAT reclaim statuses. Users can easily navigate various sections of the VATBox portal to gain insights into transactional data and VAT submissions, leveraging available business applications to enhance VAT recovery potential. VATBox's VAT potential analytics deliver insights based on past trends of submitted VAT refund requests versus actual refunded VAT, allowing companies to benchmark against industry averages and compare invoice data with expense records to determine validity using Blue dot Matcher. -
19
URS Agents
URS Agents
URS Compliance has worked diligently since 2003 to provide the most comprehensive compliance solutions for Corporations, Limited Liability Companies, Partnerships, and Non Profit Organizations. We can manage your Annual Reports, also referred to as Annual Registrations, at the Secretary of State level. We can also take care of your Charitable Registrations and Renewals. Whatever your compliance needs, our experienced staff is here for you! We scan your documents upon receipt and send them to you electronically, so you'll get them faster. In addition, we will forward you the hard copy for your records. We offer our Annual Registration Management Services (ARMS) to help keep you in compliance. We will keep track of your Annual Report due dates and handle the filings for you. Never worry about missing a due date again! You will have a dedicated account representative and a team of service experts available to assist with any of your filing needs. -
20
TruDiligence
TruDiligence
Your selection of a background check company is an important one. Your choices will be many so the obvious question is… why use TruDiligence? The short answer is, we fully understand that running background checks on your applicants is a barrier to immediate placements. Everyone wishes background checks were not a necessary step, but they are, in order to ensure the safety of your organization and compliance within your processes. Our single most important role is to support you in those efforts and to streamline that process as much as possible. We want to be your total applicant screening solution which blends cost, technology, compliance, turnaround time and customer service. TruDiligence users report a far superior overall user experience. 9 out of 10 indicate they would highly recommend TruDiligence. TruDiligence is more than just a “data provider.” It all boils down to overall user experience. -
21
BKMS System
EQS
The BKMS System (Business Keeper Monitoring System) is a highly secure, web-based whistleblowing platform designed to facilitate the anonymous submission, receipt, processing, and documentation of reports, ensuring compliance with European data protection legislation and the Whistleblower Protection Act. It enables organizations to prevent and combat corruption and misconduct by allowing employees to report incidents securely and anonymously. The system offers features such as secure report submission accessible 24/7 from any internet-enabled device in over 70 languages, a protected dialogue function for anonymous communication between reporters and case managers, and integrated translation functions for efficient processing of reports in multiple languages. Additionally, the BKMS System provides customizable configurations to align with complex corporate or public institution structures, and supports compliance with the German Supply Chain Due Diligence Act. -
22
GenVisory
DiligenceX GmbH
DiligenceX's AI-powered platform GenVisory augments M&A and corporate strategy advisory by automating due diligence and strategic analysis. The platform generates tailored red flag reports and full-scale 300+ slide due diligence decks from inputs such as information memoranda, financial models, and complete data-room contents, including direct export into clients’ own Word and PowerPoint templates. DiligenceX also places strong emphasis on GDPR-compliant, EU-hosted data security, operating in a closed environment with dual encryption, multi-factor authentication, and regular independent penetration testing to ensure data sovereignty. -
23
Encamp
Encamp
Encamp’s end-to-end compliance platform makes it unbelievably easy to manage and automate all of your EHS documents, deadlines, permits, and tasks. With Encamp, you can achieve a 360-degree view of your EHS program so you can see exactly what you need to do every day to stay in compliance, with more consistency and confidence. From keeping up with Tier II reporting and EPCRA deadlines, to coordinating different teams across multiple facilities, Encamp helps EHS professionals deliver consistent processes and first-rate compliance programs, across all 50 states. Create site-specific compliance profiles and consolidate your data across every site in your organization. Stay on track with tasks tied directly to your compliance deadlines and obligations. Quickly access up-to-date state and federal forms for reporting, without searching through government websites. Automatically view compliance applicability across every facility in your organization. -
24
Qredible Q-Trust
Qredible
Qredible, Inc. builds compliance management automation systems and merchant monitoring solutions purpose-built for regulated industries. Qredible's Q-Trust is a compliance-driven, cloud-based, repository of business licenses, critical federal and state compliance documents, COAs and more secured by blockchain and with AI-powered real-time monitoring. We connect your entire supply chain for safer digital commerce by speeding up your due diligence and automatically monitoring supply chain changes. Q-Trust compliance automation software for regulated industries includes: Q-Vault - A blockchain digital registry of immutable licenses, certifications, lab reports, and other critical documentation bringing trust and transparency to your financial institutions, merchant processors, and regulators; Q-Monitor - Enabling the efficient tracking, monitoring, and management of counter-party risk via real-time analysis and automated compliance monitoring.Starting Price: $149 per month -
25
FindGrants
Palavir LLC
FindGrants is an AI-powered grant search engine with 46,000+ federal, state, and foundation grants. Search by keyword, eligibility, funding amount, and deadline. Features include grant matching, saved searches, deadline alerts, and AI-powered application assistance. Free to search with paid plans for advanced features.Starting Price: $29/month -
26
Orbit Diligence
Thomas Murray Network Management LTD.
Create and customize your own questionnaires through Orbit Diligence, either by importing your own or by using our extensive library of industry-standard questionnaires. Save time for you and your respondents by allowing them to reuse applicable answers from previous submissions. Put an end to misplaced emails, incomplete spreadsheets, and corrupted files. Don’t let due diligence end once the contracts are signed or the deal closes with the target company. Continuously monitor your third-party network for new and emerging vulnerabilities, while managing due diligence responses, communication, project statuses, and market-by-market summaries. Create question tags according to regulation, department, or risks and flag answers for follow-up. Set up tasks to manage issues and keep on top of your risks. Track completion rates and live projects in real-time, and use Orbit Diligence to communicate across teams and departments and with your respondents. -
27
Legal Monster
Legal Monster
Stay compliant with our cookie and consent collection solution. Collect consent for your cookies, email marketing, privacy policy and T&Cs. Everywhere. Every time. Make sure you always collect the right consent Sign up consent us. Ensure compliance and avoid fines. Stay compliant with local marketing, cookie, consumer and privacy laws, when collecting sign-ups and marketing leads. Exercise due diligence to avoid fines and protect your reputation. Collect the right consent everywhere Automate consent collection no matter where you operate. We keep track of consent requirements based on the sign-up context, customer type and jurisdiction. Keep track of your consents. Access all the collected data points you need with the audit trail. You maintain a record of all the necessary consent data you collect. Easily manage and update your documents. Easily create, add, update and manage multiple document revisions. Access all your documents at all times through the dashboard.Starting Price: $29 per month -
28
Brico
Brico
Brico is an AI-powered regulatory licensing platform that helps financial services companies, including fintechs, lenders, money transmitters, collection agencies, mortgage providers, and crypto businesses, manage the entire financial licensing lifecycle from initial application through ongoing maintenance, reporting, and renewals across all 50 states in a centralized, automated system. It collects and harmonizes real-time regulatory requirements, intelligent checklists, and state-by-state rules so teams can prepare submissions accurately and efficiently, eliminating manual tracking, reducing paperwork, and navigating inconsistent forms and deadlines without spreadsheets or disparate tools. Brico provides intelligent automation such as auto-filling forms via smart data mapping, built-in project and task management for team collaboration, automated periodic reporting and compliance flags, and a centralized source of truth for deadlines, documents, and audit trails. -
29
DiligenceVault
DiligenceVault
Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale. -
30
1099Pro
Sovos
1099 Pro Cloud is an IRS-compliant eFiling platform designed to simplify tax form reporting and compliance for businesses of all sizes. The platform supports electronic filing for forms such as 1099-NEC, 1099-MISC, 1098, 1042-S, W-2, and many additional tax forms. Businesses can automate TIN matching to validate recipient information and reduce costly IRS penalties, corrections, and compliance issues. The software streamlines tax reporting workflows through bulk uploads, automated validation, electronic filing, recipient delivery, and real-time tracking tools. Users can import data through CSV files, Excel spreadsheets, or manual entry while the system checks for errors and compliance issues before submission. 1099 Pro Cloud also offers print and mail services along with secure eDelivery options to simplify recipient distribution and communication. The platform supports direct state reporting and Combined Federal State Filing programs.Starting Price: $269 one-time payment -
31
Diligent Entities
Diligent
Diligent Entities enables organizations to centralize and manage their corporate subsidiary data management to simplify entity governance throughout the entire organization improving compliance and mitigating risk. Diligent Entities helps organizations to centralize, manage and effectively structure their corporate record to improve entity governance to better ensure compliance, mitigate risk and improve decision making through an integrated governance solution. Store entity information, documents and organizational charts in a highly secure format to create a single source of truth. Manage the ongoing accuracy of the corporate record using compliance calendars, reminders and workflows for better data. Surface the right information, to the right people at the right time in order to complete routine business processes. Report on governance and compliance requirements and electronically file statutory forms into global regulatory bodies. -
32
CenterTrack
Controltec
CenterTrack is a cloud-based, fully-secure software solution that enables childcare professionals to streamline and automate repetitive, labor-intensive reporting, data collection, and invoicing tasks. CenterTrack automatically determines eligibility for multiple programs, calculates parent income information, loads attendance by center and classroom, tracks absence types and rates per child, and more. Complete and file state-required reports with the click of a button, or swiftly generate paperwork such as attendance sheets, fiscal data, and meal benefit forms. CenterTrack was designed with intuitiveness in mind, with well-defined areas, big buttons, appropriate spacing, and a directory tree menu. Manage your state contract requirements and close reporting gaps instantly. All forms and reports generated in CenterTrack are state-compliant. Users receive automated alerts in the event of a missing document or when an action such as recertification is required. -
33
Orbital
Orbital
Orbital is an AI-powered tool that enables legal and property professionals to simplify and accelerate property due diligence. It offers solutions that instantly generate client-friendly reports using AI and that can analyze title data. Orbital allows users to quickly analyze, flag, and query property documents with AI. These solutions empower users throughout the diligence process by facilitating the search, visualization, review, and reporting of property information, ultimately saving time, boosting capacity, and reducing risk exposure. Whether you are a real estate lawyer, conveyancer, surveyor, or lender, we have a solution for you. Orbital products are your second pair of eyes, helping to identify and highlight risks, so you can ensure the quality of your diligence remains uncompromised, even when you’re working against the clock. -
34
Wokelo AI
Wokelo AI
Wokelo is an AI-powered research platform that enhances the efficiency and speed of data analysis and intelligence gathering, crucial for activities like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large language model-based technology, Wokelo automates and streamlines the collection, curation, synthesis, and triangulation of data, delivering client-ready outputs and collaborates with leading private equity funds, investment banks, consulting firms, and corporates to facilitate data-driven decision-making, thereby providing efficient, accurate, and comprehensive research solutions, enabling clients to focus on strategic initiatives and achieve better investment outcomes. Wokelo's AI technology generates due diligence reports for mergers and acquisitions, producing detailed, multi-page reports in minutes. The idea is to reduce the grunt work of M&A due diligence, creating more time for high-level analysis and human expertise. -
35
CourtListener
Free Law Project
CourtListener is a free legal research website containing millions of legal opinions from federal and state courts. With CourtListener, lawyers, journalists, academics, and the public can research an important case, stay up to date with new opinions as they are filed, or do deep analysis using our raw data. Search millions of opinions by case name, topic, or citation. 406 Jurisdictions. Sponsored by the Non-Profit Free Law Project. Free Law Project seeks to provide free access to primary legal materials, develop legal research tools, and support academic research on legal corpora. We work diligently with volunteers to expand our efforts at building an open source, open access, legal research ecosystem. Currently Free Law Project sponsors the development of CourtListener, Juriscraper, and RECAP. -
36
ShareControl Contract
ShareControl
We help CFOs create and manage agreements and contracts throughout the contract lifecycle in one unified system to drive financial results. The future success of your business is written into the contracts signed. Secure, complete, fast, and accurate financial reporting, cash flow, cost forecasts, risk, and compliance. Optimize routines for accounting, due diligence, and compliance. Manage contract renewals, terminations, and performance reviews proactively. Eliminate operational risk, costly penalties, and lost compensation. The company’s contracts are a vision of the company’s future, with the benefits realized in the sum of all customer, employee, and supplier contracts. You have signed more contracts than you realize, and more often than not these contracts are not easily accessible, which means inaccurate cash flow forecasting, budgeting, and financial reporting. Unwavering systematic support for the contract management process. -
37
Managing leave requires precision in compliance, up-to-date knowledge of employee eligibility and payroll coordination. This can create a big drain on your organization's resources. If leave of absence is managed incorrectly, your organization can face large penalties for noncompliance, and your workers could perceive HR practices as unfair or biased. ADP can help you administer leave in accordance with federal- and state-mandated regulations (as well as your own company policies). Every FMLA transaction may impact time, payroll, benefits and ACA compliance; This is best handled by a true HCM expert. A fully outsourced solution allows you to be more strategic, while giving you full visibility. ADP provides insight to get ahead of absences rather than simply reacting; Once we share the data behind leaves, we can help you look for ways to reduce absenteeism and the associated costs.
-
38
Paradigm
Paradigm
Paradigm Senior Services offers a full-service, AI-powered revenue cycle management platform specifically tailored to home-care agencies that bill third-party payers such as the U.S. Department of Veterans Affairs (VA), Medicaid, and other managed-care payers. It automates and streamlines every step of the billing and claims process: from eligibility/authorization verification, state- or payer-specific enrollment and credentialing, to submission of clean claims, denial handling, and payment reconciliation. It integrates with common agency management software and electronic visit verification tools to scrub shifts, verify authorizations weekly, and reconcile payments, reducing denials and minimizing administrative burden. Paradigm also supports “back-office as a service” for providers; even if they already have internal billing staff or scheduling software, Paradigm can take over claims processing as a specialized, expert billing department. -
39
COGENCY GLOBAL
COGENCY GLOBAL
We offer a full range of statutory representation, compliance and corporate services, including nonprofit, UCC & IP due diligence in the U.S., as well as, document authentication, lien searching and registered agent services internationally. Have a look around to see how we can best assist you. It’s easy for paperwork to get in the way of accomplishing your goals. There are so many state and federal requirements you have to meet and keep track of when establishing and maintaining a nonprofit. It’s time-consuming and risky to do it all yourself, and the rules dictating how you operate often change. That’s why we work hard to provide the single-source solution for the services you need, at different levels of assistance. No matter what your mission is, you’re normally required to register with the charity office in the states where your nonprofit will be soliciting donations, a process known as charitable solicitation registration. -
40
CEBS
Calyx Solutions UK Ltd
Best Currency Exchange Software you can find in today's world. You focus on business, we manage the accounting & compliance CEBS makes sure you have the right checklist of KYC documents by setting up Simple Due Diligence, Customer Due Diligence and Enhanced Due Diligence as and when required. System alerts the cashier if the same customer is transacting above threshold. Customer name is searched against HMRC, UN, EUand US OFAC SDN sanctions list. Fast and intelligent are characteristics of CEBS. Before finalising the deal currency system tells you how much profit you may earn; system also notifies you what your current stock level is and alerts if you are trying to sell more than your stock value. Receipt and reports are precisely formatted and catered to give you real insights of your trading. And yes the system is Accountant friendly. Security of the system and protecting customer data is our prime motive. We carefully partner with service providers and do not share any data. -
41
FirmsData
FirmsData
FirmsData is a virtual data room provider for sharing sensitive business data. It enables secure document sharing for due diligence, mergers and acquisitions, licensing deals, strategic partnerships, audits, business valuations, legal events, and ongoing corporate document storage. We are ISO 27001 certified, the world's best-known standard for information security management systems. Also, we ensure SOC 1&2, HIPAA & GDPR compliance and follow government guidelines. Further, being hosted on state-of-the-art AWS Virtual Private Cloud and with servers hosted in India, we deliver the best security and data localization to our customers. Here is how we enable easy, streamlined & secure file sharing: - Advanced reporting dashboard with real-time activity tracking - Ability to set limits on views, shares, prints & downloads within secs - Custom watermarks to prevent asset misuse - Clear & complete audit trail of the system to future-proof our clients against litigation challenges -
42
Diligent Workflow
Diligent
Diligent Workflow is a market-leading workflow solution designed to streamline secure management, approval, compliance and storage of sensitive or regulatory documents. By automating document and media creation, Diligent Workflow improves efficiencies in project management, approval, distribution, archiving and audit trail of all your policy documents, contracts, RFPs and external-facing content and announcements. See how Diligent Workflow’s features can automate your approval processes to improve efficiency & transparency in document and content creation. -
43
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. -
44
PwC Risk Detect
PwC
You could be more agile, more adept at identifying opportunities and better able to anticipate change. All powerful drivers of competitive advantage and growth. Risk Command is a suite of PwC Products that identify and monitor potential threats, helping you respond and remediate with speed and confidence. Identify potential high-risk third parties and movements before they impact your business. Address regulatory requirements and save your business from potential financial or reputational damage. Incorporate Integrity Due Diligence, providing the ability to request due diligence reports and conduct focused risk-based monitoring. Bring your data and operations to a single view, helping you capitalize on areas of convergence across compliance and fraud programs and aligning operational data with corporate strategies. -
45
Diligent One Platform
Diligent
The Diligent One Platform (formerly HighBond by Diligent) is the end-to-end GRC platform, designed by industry experts, to create stronger IT security, risk management, compliance, and assurance. Built by industry experts who wanted a better way to work. Diligent One Platform streamlines collaboration across organizations, automates repetitive tasks, and delivers best practices in a seamless, award-winning interface—all powered by ACL Robotics and Rsam technology. Diligent One Platform is made up of a number of different products, each covering a different area of your organizational governance. All together, these products create the collective HighBond software platform. The Diligent One Platform is the only unified solution designed to centralize and unify all your board management and GRC activities. Get a consolidated view of risk across your entire organization. Curate and deliver it right to the board — so they can make better decisions. -
46
Kintsugi
Kintsugi
Kintsugi is an AI-powered sales tax automation tool that helps companies worldwide streamline their sales tax processes. With its cloud-based platform, Kintsugi automates the entire sales tax lifecycle across multiple sales channels, including calculations, nexus tracking, reporting, filing, and remittance. The platform also offers automatic state registration in every jurisdiction and real-time nexus tracking alerts, providing businesses with valuable insights on their nexus locations and economic thresholds. By automating filing and ensuring accurate and prompt tax filing, Kintsugi saves valuable time and effort for businesses, reducing errors, fees, and penalties. The tool offers transparent and competitive pricing based on analyzing SaaS company data, with additional charges per state per month. Kintsugi is compatible with e-commerce platforms, billing systems, and invoicing tools, and offers a user-friendly API for seamless integration.Starting Price: $500 per month -
47
PeopleG2
PeopleG2
PeopleG2 services range from employment screening and background checks, the origins of our business, to more strategic and advanced Human Capital Due Diligence services like Executive Screening. We also offer a select amount of consulting and advisory support for HR-M&A and changing company culture. All of this is powered by industry leading technology, integrations and FCRA Compliance. Federal legislators have proposed such laws on a nationwide basis, but so far none has passed. While your company will bear ultimate responsibility for compliance, we’re here to advise you. Criminal background checks must comply with the Fair Credit Reporting Act (FCRA), Equal Employment Opportunity Commission (EEOC) guidelines, as well as local, state and federal fair hiring (ban the box) laws. If a credit check compels you to deny employment, follow the steps outlined by the FCRA. Some local laws also outline specific steps for adverse action. -
48
Zinc
Zinc Work
Book a demo with Zinc and we can recommend the best checks for you. Or create an account and connect Zinc to your ATS. Request checks at the click of a button directly from your ATS. Automated email/SMS reminders mean speedy responses. Zinc collects checks from previous employers and government bodies, then analyses your check data and delivers your report. Put a consistent checking process in place that offers data driven diligence, with technology that can enhance your employer brand. We help talent teams mature, through enhanced diligence. Zinc offers a high level of flexibility for you to modify checks. To get started, click request in your ATS. Then receive real-time updates and a report when complete. Zinc offers unparalleled transparency for candidates. You'll receive real time notifications on each check and candidates can keep a digital copy of their referencing and checking data. -
49
Diligent’s library of science-backed microlearning content grabs employee attention and ensures that key information sticks. Draw from a library of over 4,000 pieces of multimedia content in 60+ languages that educate and entertain. Each piece is backed by powerful behavior-change science. Leverage articles, blogs, case studies, brochure templates, illustrations, and many more to amplify your compliance program in your brand. From ESG and anti-bribery to annual code of conduct training, our library keeps employees in the know.
-
50
Veritable
314e Corporation
Veritable accelerates patient insurance eligibility verification and claims-status checks by providing instantaneous results in a clean, intuitive interface. It supports real-time, batch uploading of patient lists to verify eligibility across more than 1,000 payers (including national Medicare and all state Medicaid) and multiple service types. It also enables tracking of claims status, from submission through reimbursement, so practices and billing companies can proactively identify issues to reduce payment delays and denials. Key benefits include automating eligibility and claims workflows to reduce manual entry and phone calls, improving front-desk patient experience by validating coverage and copayments at check-in, and offering seamless integration for both technical and non-technical users with strong data-security controls. It includes a “Code Explorer” for instant lookup of ICD-10-CM, ICD-10-PCS, HCPCS Level II, and CPT codes.Starting Price: $50 per month