Alternatives to globalDoc Solution
Compare globalDoc Solution alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to globalDoc Solution in 2026. Compare features, ratings, user reviews, pricing, and more from globalDoc Solution competitors and alternatives in order to make an informed decision for your business.
-
1
Exactera
Exactera
Exactera Transfer Pricing takes the burden out of global transfer pricing compliance by delivering an AI-driven platform that automatically produces robust, audit-ready reports aligned with current tax legislation in every jurisdiction. It features a real-time regulation tracker that monitors and applies local transfer pricing rule changes, localized documentation that formats master and local files in country-specific templates and languages, and automated benchmarking that uses AI to generate indisputable arm’s-length ranges by comparing functional profiles across thousands of companies in minutes. A secure, cloud-based repository centralizes storage and access to all reports, while seamless integration with world-class experts provides on-demand strategic support. The intuitive, all-in-one interface guides users through documentation requirements, regulatory updates, and benchmarking workflows, streamlining every step of the transfer pricing process.Starting Price: $15,400 per year -
2
TPGenie
Intra Pricing Solutions
TPGenie is an AI-powered SaaS platform offering an all-in-one transfer pricing documentation solution that simplifies the creation, updating, and management of master files, local files, benchmarking studies, intercompany agreements, Pillar Two compliance, and country-by-country Reporting in accordance with OECD and local regulations. For more than a decade, hundreds of multinationals, tax advisors, and local entities have used TPGenie to automate document generation, streamline benchmarking analyses, assess risk, and ensure audit-ready compliance. It provides free master files and local file templates, easy four-step local file creation, integrated high-quality benchmarking databases, TP Copilot’s AI-driven validation to detect discrepancies and enforce compliance, automatic translation of documents, real-time currency conversion, Excel export for reconciliation, and a compliance tracker that monitors deadlines and country-specific requirements. -
3
Reptune
Reptune
Reptune is a plug-and-play web application for efficient global transfer pricing documentation that requires no installation and delivers rapid time-to-value by guiding you through project setup, login provisioning, and interactive workshops. Its intuitive, modular interface centralizes all TP data to automate the preparation of master and local files, support country-by-country reporting, and perform gap analyses, while online dashboards let you monitor progress, identify risks, and track updates in real time. Designed by TP experts and engineers, Reptune streamlines every step, from data consolidation and risk management to report generation and audit-ready deliverables, in just a few days, and offers flexible engagement models ranging from full insourcing to complete outsourcing by the Reptune team. -
4
Aibidia
Aibidia
Effectively collect data, cooperate with other teams and partners, and manage every element of your transfer pricing, all in one place, because smart tax management is smart business management. Minimize time wasted on automatable manual tasks, and cut costs by reducing reliance on expensive local consultants. Set parameters that align with your company strategy, then manage your transfer pricing to optimize your ETR accordingly. Reduce potential tax risks with fully compliant documentation, audit-ready data trails, and the visibility to preemptively manage potential tax issues. The Aibidia platform connects all of your company’s data, plus trusted third parties, in one central hub. It provides a singular common language, allowing teams across organizations and jurisdictions to collaborate. So you can manage every element of your transfer pricing in-house and on-platform. Improve the quality of your transfer pricing compliance processes, whilst still saving time and money. -
5
TPcbc
TaxModel International
TPcbc delivers a secure, three-step country-by-country reporting workflow: first, download and complete the annually updated, OECD-compliant Excel template (available for 20+ jurisdictions) in TPcbc’s fully encrypted portal; next, upload the workbook for automatic validation that highlights missing or misformatted entries and then convert the cleaned data into XML; finally, export or directly file the XML report with local tax authorities, TPcbc supports standardized XML output for over 20 OECD member states and offers a built-in Dutch filing module that visualizes submission details, captures request IDs and archives the exact XML sent. By centralizing template updates, validation, conversion, and (where supported) electronic filing in one intuitive interface, TPcbc minimizes manual errors, ensures up-to-date compliance, and accelerates the end-to-end CbCR process. -
6
Commenda
Commenda
Commenda is an AI‑powered global business console that centralizes entity formation, incorporation, tax compliance, and financial reporting across multiple jurisdictions into a single, intuitive platform. It automates the end‑to‑end lifecycle of global expansion, from setting up subsidiaries and drafting transfer pricing agreements to filing VAT, GST, sales tax, and corporate tax returns, while delivering real‑time dashboards for continuous compliance monitoring, automated reminders for upcoming deadlines, and centralized document management. Built‑in workflows enforce governance controls such as segregation of duties and risk assessment, and API integrations with leading ERP and accounting systems ensure seamless data synchronization, audit trails, and budget‑to‑actual variance analysis. Users can generate standardized filings, custom reports, and cross‑border financial statements without manual spreadsheets, tapping a on‑demand network of local experts for guidance. -
7
TPdoc
TaxModel International
TPdoc provides a central platform for transfer pricing documentation, generating automated, customized OECD-compliant master and local files in Microsoft Word with vertical (future and past) and horizontal (country and entity) roll-forwards, dynamic templates that expand per transaction, and one-time setup of intercompany transactions per fiscal year. Its intuitive workflow management visualizes sequential tasks, file status, planner-reviewer roles, deadline monitoring, and notifications, enabling segmented P&L analysis complete with audit trails. User roles linked to document status and least-privilege access controls ensure secure, multi-stakeholder collaboration, while in-tool training capabilities support junior professionals. A rich content library of reusable text cards, annex templates, and step-by-step guidance ensures consistency and full compliance with the OECD Transfer Pricing Guidelines. -
8
ONESOURCE Transfer Pricing
Thomson Reuters
ONESOURCE Transfer Pricing automates the end-to-end transfer pricing workflow by collecting data from internal systems and external sources into a centralized repository that houses foreign transaction details and all supporting documentation. It grants instant access to more than 2.1 million private and public company records to power comparable databases and benchmark search tools that automatically consolidate, filter, and analyze benchmarks against relevant global peers. A BEPS Action Manager monitors evolving regulatory requirements, streamlines digital documentation preparation and submission, and ensures policy updates are tracked and communicated across the organization. Tax professionals can evaluate, create, implement, and track transfer pricing policies with clear, standardized documentation; plan future pricing using continuously refreshed comparables; and maintain a granular audit trail for every accounting step. -
9
Zanders
Zanders
Zanders Transfer Pricing Suite is a cloud-based platform that lets treasury, finance, and tax teams price and document intercompany financial transactions in under 15 minutes. It combines bespoke rating analysis with best-in-class comparable searches powered by Refinitiv data, customizable search strategies aligned to internal policies, and advanced methodologies for cash pools, guarantees, leases, and debt capacity. The suite automates OECD Chapter X compliance by generating audit-ready documentation, supports modules for intercompany loans and rating models, and delivers real-time insights via an intuitive interface. With do-it-yourself deployment, full control over timelines, seamless access to expert-vetted data sources, built-in audit trails, and regular regulatory updates included in the subscription, teams eliminate manual processes, avoid hidden costs, and reduce reliance on external advisors, all while staying ahead of evolving transfer pricing requirements. -
10
Coperitas
Coperitas
Coperitas is a flexible transfer pricing solution developed by transfer-pricing and software experts to consolidate all relevant data and documents in one professional environment, providing a clear overview and deep insights into corporate structures, intercompany transactions, and financial systems. Its interactive, customizable dashboards and monitoring tools streamline the entire transfer pricing lifecycle, from policy design and implementation to ongoing compliance monitoring, control, and documentation, by automating data integration, report generation, and regulatory processes. By minimizing manual errors and dependency on key personnel, Coperitas ensures consistent, efficient handling of benchmarks, reports, and country-specific requirements, while its adaptable architecture accommodates each multinational’s unique business model. Accessible via an intuitive web interface, it empowers tax teams to save time, reduce risk, and allocate resources more strategically. -
11
SyncDay
SyncDay
SyncDay is a specialized, automated platform designed to simplify transfer pricing (TP) for finance and tax teams, focusing on reducing manual spreadsheet work, automating calculations, and centralizing documentation. It offers low-lift, turnkey deployment with modular features to scale with growing businesses. Key Aspects of SyncDay: - Automation: Automates pricing calculations and allocations, ensuring consistency and traceability across entities and transactions. - Centralization: Acts as a single, centralized hub for all transfer pricing processes, data, documentation, and audit trails. - Scenario Modeling: Allows users to conduct advanced what-if analysis, model scenarios and reporting without disrupting core models. - Usability: Designed to be intuitive for tax and finance teams, reducing the need for heavy, specialized TP technology training. - Integration: Designed to fit into existing financial ecosystems with ERP integrations. -
12
TPIL Genetics™
TPI Lab
TPIL Genetics™ is an AI-powered, end-to-end transfer pricing platform used by corporates globally to simplify, strengthen and scale compliance in a more efficient and cost-effective way. Built to be industry-agnostic, it brings consistency across transfer pricing policy, implementation and documentation through one centralised ecosystem. The platform streamlines data collection, automates TP calendars and workflows, supports real-time management of intercompany policies, and delivers defensible benchmarking, Pillar Two readiness and global compliance. It produces complete three-tier documentation, supports jurisdiction-specific disclosures, and enables localisation in English and additional local languages. With integrated knowledge management, audit trails and collaboration tools, TPIL Genetics™ helps multinational groups reduce risk, improve transparency and achieve audit-ready compliance across all entities and jurisdictions. -
13
RiskConfidence
Moody's Analytics
The RiskConfidence ALM system offers integrated enterprise asset and liability management (ALM), funds transfer pricing (FTP), liquidity risk management, market risk and Value at Risk (VaR), and business and regulatory reporting. These are all presented in a single unified platform, with a common data source and a single engine strategy. Organize and classify financial instruments on a balance sheet into a tree-like structure to input client behavior models and define business forecasts, using the chart of accounts (COA) structure. Set up and manage a rule-based strategy for specific balance sheet items with parameter deal mapping (PDM). Apply transformation logic to interest rate curves, macroeconomic indices, foreign exchange rates, transaction characteristics, and volatility matrices to use in scenarios. Model client behavior such as loan prepayments and renegotiations, loan commitments, transaction rollovers, and term deposit early redemption with the variables that influence them. -
14
PlaidCloud
Tartan Solutions
Rapidly assemble and integrate datasets from different sources, including flat files, internal database, and publicly available data. Create repeatable workflows that perform simple to complex data quality transformations along with insight generation without writing any code. Native parallel operations make fast work of any size data. Work with global teams in a secure and controlled workspace allowing rapid development and knowledge sharing. Reuse data generated by teams who own it without moving it. Track work progress and execution of both automated and manual workflows. Apply Activity-Based Costing methods to allocate fixed & variable cost and construct a full granular P&L. Understand and forecast cost changes at component and assembly levels across all products, suppliers, and locations. Flexible workflows, standard transforms, and the ability to write your own makes for a highly adaptable and successful platform to solve problems. -
15
GATHER.nexus
GATHER.nexus
GATHER.nexus is a financial reporting and consolidation accounting software platform. The platform is for Finance teams in multi-entity businesses, which use Xero and Quickbooks as their core accounting software. The GATHER.nexus platform solves several pain points faced by these teams. Using the GATHER.nexus platform, teams can effortlessly consolidate multiple entities with speed, flexibility, and accuracy across various currencies. The GATHER.nexus platform incorporates an intercompany management tool that allows teams to post and manage intercompany transactions, recharges, transfer pricing, and loan arrangements centrally. The tool also enables the smooth matching of intercompany transactions between entities to ensure intercompany balances are reconciled.Starting Price: £150 -
16
Longview Transfer Pricing
insightsoftware
Longview Transfer Pricing automates and streamlines operational transfer pricing by integrating data from multiple sources into a centralized environment where data collection, allocations, segmented reporting, and profitability analysis are handled via intuitive, configurable modules. Its rules-driven engine calculates transfer price targets and adjustments at product, entity, and counterparty levels, supports intraperiod testing and goal-seek scenarios, and leverages historical data to monitor margins and ensure global compliance. Users can map intercompany transactions, define multi-dimensional segments (such as product, region, and cost center), and apply real-time currency conversions with embedded FX rate management. With dynamic dashboards, interactive visualizations, and drill-down analytics, finance and tax teams gain clear insights into pricing strategies while maintaining full audit trails and BEPS-compliant documentation. -
17
t0 by Supernomial
Supernomial
t0 by Supernomial is an AI-native generative interface purpose-built for transfer pricing consultancies and in-house tax teams. It streamlines compliance, planning, and operational workflows with fully customizable, end-to-end solutions. t0 supports seamless team collaboration, integrates with existing tools and systems, and ensures enterprise-grade security for sensitive financial data. t0 defines the category of customizable transfer pricing solutions and is built from the ground up for flexibility, depth, and control. Users can flexibly configure data collection and storage, analysis preparation, automated report generation, and operational intelligence. Build agentic applications to produce audit-ready deliverables and implement engines that monitor transfer pricing operations in real time. Reduce manual effort and focus on what truly matters—creating more robust and sustainable policies.Starting Price: $200/month -
18
Optravis
Optravis
Optravis Operational Transfer Pricing software automates the end-to-end transfer pricing process by calculating product-and-partner-level prices across simple and complex supply chains using an intelligent rules engine that embeds transfer pricing methods, customs tariffs, anti-dumping rules and bespoke logic; its automated forecasting engine projects ex-ante margins per article and trading partner with drill-down to invoice and material granularity to minimize year-end adjustments; a fit-for-purpose TP data model with intelligent master-data cleansing ingests raw data from SAP R/3, SAP S/4HANA and non-SAP systems without manual preparation; it also handles service charges and license fees, maintains a full audit trail for arm’s-length compliance, and presents insights through customizable dashboards. Delivered as ISO 27001-certified SaaS with rapid deployment, high-speed data processing, and seamless integration into existing IT landscapes, Optravis ensures accurate tax compliance. -
19
Transfer Pricing Manager
Transfer Pricing Manager
TPM is a unique transfer pricing risk management software designed by SWGK experts. The program speeds up the process of collecting and analyzing information regarding transactions with related entities and creating transfer pricing documentation. TPM also provides the possibility of flexible reporting for tax and internal purposes. Transfer Pricing Manager it is an advanced program for comprehensive management of the process of preparing transfer pricing documentation. The application supports the User in all stages of the – transfer pricing risk management process, from identifying the scope of obligations related to transactions with related entities, through collecting and analyzing information about transactions, to creating a coherent package of documents and providing controlling information in the field of transfer pricing in the company and in the capital group of related entities. -
20
Synergen
Synergen Technologies
Synergen is a transfer pricing solution for cash pools. It helps treasury and tax teams automate the daily calculation of OECD-compliant, arm's length interest rates, and allocates cash pool synergies across participating entities. The platform monitors structural balance positions, applies customisable thresholds, and generates alerts to identify concentration and position risks within the pool. Configurable interest settlement periods automatically compute accrued intercompany interest payments for defined periods, simplifying operational settlement. One-click exports generate transfer pricing documentation, detailed reports, balance analyses, and visualisations to support audit readiness and tax compliance. Synergen complements treasury management systems by providing specialised transfer pricing calculations for intercompany cash pooling. The platform supports physical and notional cash pools, floating interest rates, and multiple currencies. -
21
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. -
22
TP Accurate
TP Accurate
TP Accurate is a web-based SaaS platform designed to streamline and enhance financial transfer pricing for loans, guarantees, and cash pools. It delivers a unified environment where users can achieve full compliance with OECD guidance and best-practice financial theory, optimize net positions, and eliminate the human error inherent in manual approaches. By automating price calculations and documentation, TP Accurate ensures defensible, arm’s-length results across all intercompany financial transactions. It reduces reliance on external advisors, freeing up internal resources by consolidating modelling, analysis, and reporting in one interface. Built for finance and tax departments, it offers configurable workflows, real-time monitoring of pricing positions, and comprehensive audit trails, all accessible via a modern web interface. With TP Accurate, organizations gain improved quality, faster turnaround, and stronger governance over financial transfer pricing processes. -
23
ArmsLength AI
ArmsLength AI
ArmsLength AI is a web-based platform that makes benchmarking studies efficient and consistent by harnessing AI to analyze hundreds of companies in minutes. Users upload a list of candidate companies and instantly receive transfer-pricing-ready–ready descriptions complete with screenshots, while the system automatically locates and verifies missing websites. The AI suggests which companies qualify as comparables and which do not, providing fully traceable rationales and supporting evidence from original sources to establish a verifiable audit trail. Throughout the process, users retain full control, reviewing accept/reject decisions and observing in real time how each decision affects the interquartile range. Key features include automatic discovery of missing websites, high-quality company descriptions, screenshot capture of all referenced webpages, detailed audit-trail generation for every decision, and interactive range-impact tracking.Starting Price: €469 per month -
24
ARKK
ARKK
Leverage technology to eliminate tedious, repetitive tasks. Our platform allows your team to automate manual and error-prone processes to achieve greater efficiency, accuracy, and insights. Aggregate data from multiple sources, ensure data quality, calculate your VAT obligations and submit returns to the HMRC. Wrangling ERP data to calculate TP charges or intragroup pricing? Use the platform with any data source, apply your version of any TP method and visualize the impact. Instead of a precarious spreadsheet to calculate your PAYE Settlement Agreement (PSA) use managed employee data to process expenses. Feed salary data through and make sure never to miss a calculation. ARKK helps automate processes of the finance function. By replacing outdated tools with smart technology, finance teams are empowered to unify, process, and gain insights from their data more quickly and accurately than ever before. -
25
TPbenchmark
TaxModel International
TPbenchmark is a cloud-based software solution that automates the transfer pricing benchmarking process, reducing turnaround time by two-thirds while ensuring consistency, quality, and complete audit trails, and is compatible with any local or global database provider. Its AI review assistant swiftly processes large volumes of transactions, surfaces intelligent insights and recommendations, and helps you stay compliant with evolving regulations. TPbenchmark replaces repetitive workstreams with a unified interface that loads and translates live company websites on a single screen, automatically generates audit trails, confirms database exports, and logs acceptance or rejection reasons. Its proprietary crawler highlights user-defined parameter hits across corporate sites and trade descriptions via detailed Boolean searches. It then applies formula-driven analysis, calculating margins based on selected transfer pricing methods, profit-level indicators, and working-capital adjustments. -
26
Caribou
Caribou
A new way for multi-entity companies to request intragroup agreements, transfer pricing policies, and benchmarking. Transfer funds between entities compliantly. Do away with conflicting and unclear advice from accountants and investors. Move money and license IP to your regulated entity without conflicting advice from lawyers. All while keeping your compliance team happy. Get full support when designing and implementing your transfer pricing policy. Enter your next phase with a tax framework that scales with your growth. Get 24/7 access to international tax experts, without the pay-per-hour awkwardness. Get clear instructions on who signs, what, and when, minus the chase. Go from firefighting to real-time international tax monitoring as your entities grow. Kill lengthy information requests and save time by uploading a few documents. Request transfer pricing documents and intragroup agreements, monitor work across teams, and learn how to structure your entities in a few clicks.Starting Price: $5,000 per month -
27
EXA Operational Transfer Pricing (EXA OTP) is SAP-standard software tailored for controlling, accounting, and tax experts to automate and optimize intercompany transfer pricing management. It delivers a single source of truth through an SAP Fiori interface, deployed on-premise or in the public cloud, seamlessly integrating with SAP ERP via an ETL plug-in or flat-file uploads. Users can configure entities, charts of accounts, product hierarchies, transaction groups, TP methods, functions, and profit level indicators with a built-in OPEX allocation engine. Real-time monitoring presents segmented P&L results by transaction group, TP function, partner, or IP owner, while forecasting harnesses historical or newly generated material/SKU-level data. Transfer price setting is streamlined via customizable multi-level approval workflows for single or bulk SKUs, and year-end adjustments automatically recalculate group ETR and align customs value.
-
28
Serviceware Financial
Serviceware
Ever wondered how you can optimally manage your company's service finances? Serviceware. That's how. Excellent Enterprise Service Management Serviceware stands for a unique portfolio of solutions for digitizing and automating service processes, no matter what challenges you face in IT, HR, or Customer Shared Services. Serviceware serves more than 900 customers. Eight out of the thirty companies listed on the German DAX-30 stock index are already valued customers. Serviceware is crucial for corporate performance planning and financial management of IT and shared services. Scheduling app launch. Pain free appointments for your patients and customers with the Serviceware Resources scheduler! Serviceware and KPMG extend cooperation. Find out about our joint service offering for companies in the field of transfer pricing! BARC Planning Survey 20. Serviceware Performance receives 37 top-ranks as an effective planning and analytics vendor in DACH!Starting Price: $1000 per month -
29
Kamakura Risk Manager
Kamakura
All major branches of risk management are dependent on the same core analytics techniques. Kamakura recognized this in 1993 when we launched our company as the world’s first vendor to provide a fully integrated enterprise risk management system. Kamakura Risk Manager (KRM) completely integrates credit portfolio management, market risk management, asset and liability management, Basel II and other capital allocation technologies, transfer pricing, and performance measurement. KRM is directly applicable to operational risk, total risk, and accounting and regulatory requirements using the same analytical engine, GUI and reporting. Kamakura’s risk management vision: completely integrated risk solution based on common assumptions and methodologies -
30
Solutions for Financial Risk Management from Fiserv support asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk. Every balance sheet is exposed to risk. Since financial services professionals do not have psychic powers, you must evaluate multiple balance sheet structures under alternative interest rate scenarios. Why? Financial institutions need to understand how much risk exposure is embedded in their balance sheet. Certain balance sheet compositions perform better in rising rate environments, and others in falling rate environments. Whether you choose to actively assume financial risk for income opportunities or minimize financial risk by immunizing it, you must be able to assess the embedded amount of risk in your balance sheet. This allows your organization to adjust and/or control the risk to suit business goals and plans.
-
31
Ryan Software
Ryan Software
Ryan Software is rooted in the knowledge and experience gained by Ryan professionals solving the most complex issues for many of the Global 5000 corporations. U.S. and Canadian indirect tax calculation and reporting software. Sales and use tax exemption certificate software for collection, validation, customer and vendor communication, and reporting. U.S. and Canadian indirect tax rate software available as a flat file, real-time API, or via user interface for rate lookups. Harness the multistate sales and use tax expertise of Ryan’s trained professionals to streamline the collection, review, and validation of tax certificates. Push-button service within Tracker PRO for automating due diligence letter mailing via U.S. Postal Service. Assessment appeal and property tax management software for portfolios in Canada, Europe, and Australasia. Digital delivery of your property tax values and bills via a secure, online portal. -
32
EASY DMS
EASY Software
Together, we digitize your paper-based business processes. We provide software solutions for document management, human resources, invoice processing, and contract management. For legally compliant and decentralized document processes. EASY DMS brings structure to your documents and transforms your company into an efficiency powerhouse. Accompanied by an EASY archive in compliance with local and international requirements (EU-GDPR). Archive data and documents, audit and legally compliant. Reliable, proven, and certified. All documents related to a single business transaction are bundled in one e-file, stop searching, and start working. From paper invoice to email. Structure your unstructured documents. EASY DMS integrates into many business processes. With countless interfaces, it will speak the language of your ERP or CRM system as well. The workflow management system reliably controls even complex business processes and keeps track of all deadlines and legal requirements. -
33
DocBridge Conversion Hub
compart
No unnecessary printing and scanning of existing digital data and documents. Establishment of scalable conversion processes for different document types via a central platform. Possibility of interlocking with Output Management (OM) processes. Preservation of the content, structure and metadata of the input as a basis for automated further processing on the basis of AI. Standardized preparation and conversion of content to fully searchable documents as a basis for intelligent research and modernization or consolidation of heterogeneous archive systems. Generation of barrier-free documents according to PDF/UA and Section 508 as well as for revision-proof long-term archiving according to PDF/A-3. Protection of sensitive data by "blacking out" or anonymizing document contents according to DSGVO (in combination with DocBridge® Gear). The high-performance, scalable and seamlessly integrated DocBridge® Conversion Hub platform goes beyond conventional document conversion software. -
34
Quest's Archive Manager for Files is an enterprise-grade solution designed to automate the archiving, management, and retrieval of unstructured data across file systems. It seamlessly integrates with Windows Server environments, supporting NTFS, ReFS, NetApp, and EMC VNX file systems. It employs Hierarchical Storage Management (HSM) to move infrequently accessed files to cost-effective storage tiers while maintaining user access through lightweight shortcuts. Key features include single-instance storage to eliminate duplicate files, automatic versioning to track document changes, and retention policies to ensure compliance with legal and regulatory requirements. Archive Manager for Files also offers centralized administration via the Archive Manager Administration Center (AMAC), remote server management, and a web-based interface through ArchiveWeb for end-user access.
-
35
DocBridge Mill Plus
Compart
Universal Document Processing for every Format and every Channel. DocBridge® Mill Plus is scalable software that empowers high-volume companies and organizations to reconcile different input formats with different output channels and prepare documents in a receiver-friendly manner. Thus, DocBridge® Mill Plus bridges the gap between the old world and modern customer communications. DocBridge® Mill Plus analyzes, separates, classifies, indexes, modifies and converts data streams and documents of various origins and prepares them for display and output on all digital and physical channels, including Web, archive and mobile devices. DocBridge® Mill Plus supports all common document-processing formats including HTML5, which is becoming increasingly popular for display and output on electronic media, regardless of display and screen sizes. And: DocBridge® Mill Plus automatically generates valid barrier-free documents in PDF / UA format. -
36
TIS eArchive
Bluebird IT Solutions
TIS eArchive is a Croatian-developed electronic archiving solution designed to manage and preserve business documents, including invoices, purchase orders, contracts, and travel orders. Developed by the TIS Consortium in collaboration with Objektni informacijski sustavi, SV Group, and FINA, it is the first commercial system in Croatia for digital archiving intended for both legal and natural persons. It integrates with ERP systems, enabling the creation, certification, and archiving of documents, and supports browsing and processing of archived materials. TIS eArchive facilitates compliance with regulatory requirements and streamlines business processes by automating document handling and ensuring secure long-term storage. -
37
Continia Expense Management
Continia
Continia Expense Management is a fully embedded Microsoft Business Central solution that automates the entire employee expense process by eliminating manual data entry, spreadsheets, and paper receipts. With AI-powered receipt scanning and autofill, employees can capture and submit expenses, per diems, and mileage in under 30 seconds via a mobile app or browser-based expense portal, while managers and controllers approve reports anywhere through a dedicated web approval portal. Corporate credit card transactions are imported automatically and matched to receipts, with missing receipts flagged and reminders sent. Secure digital archiving preserves original documents in an audit-proof repository, and Google Maps integration calculates mileage with customizable “via” points and route templates. Per diem rates for accommodation and meals are applied automatically, and approval workflows route reports through predefined chains to speed reimbursements.Starting Price: Free -
38
MinuteBox
MinuteBox
MinuteBox is a cloud-native legal entity and minute book management platform that helps organizations centralize all corporate records, automate compliance monitoring, and streamline entity administration in one secure system so teams can confidently track filings, manage corporate governance, and stay audit-ready without juggling spreadsheets or disconnected files. It continuously monitors legal entities, calendars, and compliance obligations while offering automated workflows for tasks like company formation, registration renewals, bulk document generation, ownership chart creation, and compliance reminders, and keeps all minute books, ledgers, registers, and cap tables updated and easily accessible from anywhere with enterprise-grade security and granular permissions. MinuteBox’s centralized dashboard, global search, and calendar views give a real-time snapshot of entity status and deadlines, while built-in tools for document assembly, e-signatures, and secure sharing. -
39
Hornetsecurity Email Archiving
Hornetsecurity
Legally compliant, fully automated and audit-proof email archiving. For long-term, unchangeable and secure storage of important company information, data and files. Retrieval and recovery of archived emails. If a user’s emails are accidentally deleted from the mail server, they can be restored from the archive – at any time with the simple push of a button. Fully automated and 100% secure cloud archiving. Automatic archiving of all incoming and outgoing email messages eliminates the need for administrators to perform archive-related tasks. In the cloud, all data is stored securely, unalterably and completely. Automatic archiving: unaltered and unalterable. In accordance with audit-proof archiving, all incoming and outgoing emails are stored automatically and in their original form in Hornetsecurity’s data centers immediately upon arrival and dispatch. This ensures that no important documents are lost and archiving is complete. -
40
Gestão de Documentos
ASPLAN
Get the complete solution for the organization of documents in your company, with agility, practicality and high technology! Document storage, document management is a branch of the document archive responsible for the administration of documents in the current, intermediate or Permanent phases (Archive). It is a document produced, received and maintained in order to prove and / or inform by an organization or person, in the fulfillment of their legal obligations or in the conduct of their activities. It is the smallest archival unit, indivisible from the functional point of view. Complete solutions involving the capture of images until the purge or final storage of the process. Services and equipment for document scanning; Software for electronic / ecological document management; Mapping, optimization and control of document flows; Processing of forms involving OCR, optical character recognition. Online reports. Reports in files and not on paper. -
41
contractSILO
contractSILO
contractSILO: Smart, Secure & Simple Contract Management for SMBs & Freelancers contractSILO simplifies and secures contract management for freelancers, small, and medium-sized businesses (SMBs/KMU) in Germany and globally. Designed for non-legal users like owners, sales, purchasing, and admin staff, this user-friendly web platform ends the frustration of scattered documents, missed deadlines, and tedious manual data entry. Centralize all your contracts effortlessly in one secure, easily searchable online repository. Leverage the power of our unique AI Scan feature, powered by OpenAI, which automatically reads your contracts upon upload, extracts critical information like dates, values, and parties, and populates the system – saving significant time and ensuring data accuracy. Stay reliably informed with automated reminders for important deadlines, renewal dates, and notice periods, preventing costly oversights.Starting Price: €47/month -
42
Galactica
The Shams Group
Galactica is a versatile document imaging and archiving software that assists organizations in managing the move toward a more digital workplace. With powerful batch scanning and OCR capabilities, this centralized data repository doesn’t just ensure that you can find the right documents easily; it eliminates the hassle of indexing and can support the digital record management needs of every department across an enterprise. Ultimately, Galactica will help you turn folders, file cabinets, and paper records within any department into structured electronic data that can be stored virtually, retrieved quickly, and shared easily. Retrieve documents in seconds with enhanced tools that search and identify pertinent content for you. Digitizing archives allows staff across your enterprise to save time and focus on patients rather than processes. Rapidly index high volumes of documents with agile batch scanning and automatic archiving tools. -
43
Lawcus
Lawcus
Empower your team with best in class case management software that provides everything, including contacts management, advanced reporting, document management, crm, client intake, billing, and trust accounting. From robust billing and trust accounting to managing cases, Lawcus simplifies your entire process. Convert more leads into clients using our intake forms, eSignatures, text messaging, and document automation. Say goodbye to your busy-ness by automating consistent and repeatable processes with our workflows. Lawcus gives you a kanban style bird's-eye view to quickly see all your matters and instantly know what needs your attention. Collaborate with your team with matter-centric conversations. Keep all your team and client communications in one place. Organize and delegate tasks, establish deadlines, add sub-tasks, keep track of work in progress, and get it done faster.Starting Price: $34 per user per month -
44
TurboDocx
TurboDocx
TurboDocx is an AI-powered document automation and templating platform designed to help businesses rapidly create, customize, and manage professional documents and presentations using reusable templates, centralized content, and intelligent automation. It enables users to pull data from multiple sources, such as CRMs, meeting transcripts, and project tools, and automatically populate templates with accurate, up-to-date information, eliminating manual copy-paste work and reducing errors. It supports both AI-driven and manual workflows, allowing users to auto-fill variables, generate custom sections, and adapt tone and style, or assemble documents by selecting pre-approved content from a shared knowledge base to ensure brand consistency. It integrates with tools like Microsoft Word, PowerPoint, Google Docs, and cloud storage systems, allowing teams to work within familiar environments while automating document generation.Starting Price: $10 per month -
45
PBworks Legal Hub
PBworks
See the summary of a client matter on a single, visual screen. Access key documents from any computer, smartphone, or tablet. Track and delegate key tasks to meet court deadlines. Monitor the progress and status of every active matter. Get closer to your clients and boost billable hours. View a visual, up-to-date single-screen summary of your project. Assign and track deliverables with tasks linked to content. Bring together your customers, partners, and vendors. Store, discuss, search & share text, files, and documents. Every file you need is accessible by computer, .smartphone, or tablet. Secure legal collaboration without servers or programming. Search across all matters and within all documents. Customizable to your standard legal process. More organization - more security, comprehensive security, access control, and centralized administration and control.Starting Price: $40 per month -
46
TaskAnyone
Task Solutions
TaskAnyone makes tracking your day-to-day tasks simple! Organise your tasks & subtasks into easy to use checklists. Track personal to do lists, delegate to your team and even send tasks to third parties. Organise your tasks & subtasks into easy to use checklists. Track personal to do lists, delegate to your team and even send tasks to third parties. TaskAnyone maintains an open concept for assigning tasks to third parties. Outside team members are not forced to create accounts or go through any complex process to be a part of your team. TaskAnyone's ease-of-use is perfect for tracking and planning personal tasks. Creating email reminders and personal to do lists will help you be pro-active and stay on top of your busy schedule. Sort tasks into multiple folders, create subtasks and set recurring tasks to optimize any project. Stay in the loop and keep team members current with automated email alerts the instant tasks are updated.Starting Price: $9.95 per user per month -
47
PDF Generator 3D
PROSTEP
PDF Generator 3D from PROSTEP takes your complex 3D CAD data, metadata from existing backend systems, various file formats and interactive content and turns it into dynamic PDF documents. PDF Generator 3D is a server solution that centrally manages the creation, merging, distribution and archiving of engineering product data in a single PDF document. Any CAD file can be easily converted into a more secure Adobe PDF file. Further, you can easily connect to leading PLM, ERP and ECM systems to view, manage and archive metadata and CAD files in PDF. PROSTEP PDF Generator 3D makes it easy to incorporate the centralized creation of PDF files into your business applications and processes. Companies can use PDF documents as part of an archiving solution or to safely and securely share product information. PDF Generator 3D has flexible deployment options – network-monitored folders, e-mail, web user interfaces and Java APIs easily plug into existing business systems and processes. -
48
Ascend ECM
Ascend Software
SmartTouch ECM™ enables you to connect and capture, distribute, archive, and automatically manage volumes of documents, reports, and images across the enterprise. Unlimited indexing gives you more search options and allows you to organize and find the desired information quickly and easily. Each user can organize their data and view information in just a keystroke. Reduce or eliminate paper printing, copying, handling, storage, and distribution. Eliminate unauthorized access or distribution of sensitive documents. Link and access virtually any file directly from your ERP. Get fast access to information from Workday or through your browser. Ensure compliance, auditing requirements, and legal standards while archiving your employees’ documents. Simplify deployment with browser-based viewing, nothing gets downloaded to the user’s end point. Automate retention aligned with corporate policies, procedures, and legal requirements. -
49
GO Data Hub
Global Office Data Hub
Get things done by delegating and keeping track of tasks, deadlines, and appointments. Be on top of all the work and communications in your office so you can make the right decisions fast. Keep track of all communications with leads. Know what you told them and when. Always have a detailed overview of each customer’s specific situation so you never get caught off guard. See at a glance who is doing what on your team. Get the status of jobs and projects fast. Manage, track and sort every communication within your organization in a fast and simple way. This is a one-stop solution that allows you to see all phone calls, emails, parcels, appointments, and team collaboration in one place. Break down every item that requires attention into actionable steps using jobs, tasks, and subtasks. Assign responsibility to ensure things get done. Stop the endless to-do lists. Communicate about the progress of a job, task, or subtask in real-time with an easy-to-use system.Starting Price: $27 per month -
50
docuvita
docuvita
docuvita is a powerful cutting-edge document management system for the centralized management of data from different sources. Due to its easy adaptability and scalability, docuvita is the perfect document management system for SMEs.docuvita offers various useful functions to improve your teamwork, boost productivity, ensure regulatory compliance and – of course – to streamline your daily work with documents. In short, you can save a lot of time and money with docuvita. Become active and start the Digitalization of your business processes today with docuvita. A whole range of Benefits is waiting for you. Organize your office life effectively – with docuvita. Switch from complex paper-based archives to an electronic system that automatically archives your documents. Easy, flexible, safe and cost-saving. The best thing about it is our solutions are customized to your requirements – for an optimal implementation of your processes and minimal training time.
