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File Management (17)
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Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
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Web Interface
Ability to access documents via a web interface without a client being installed on a device
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Search
Can easily find files via a simple and/or advanced search
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Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
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OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
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Versioning
Keep track of incrementally changing versions of the same file.
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Collaboration
Multiple users can collaborate on document creation, annotation, and review.
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Document Assembly
Autogenerate documents based on templates and form submission.
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Form Creation
Able to create and manage submittable user forms.
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Portals and Sites
Able to create user portals and sites.
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Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
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Search
Can easily find files via a simple and/or advanced search.
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Web Interface
Ability to access documents via a web interface without a client being installed on a device.
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Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Collaboration (8)
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File following
Allows users to receive updates when files have been updated, added, deleted or moved.
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File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
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Simultaneously Editing
Users can work simultaneously on files.
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Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
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Permissions for Sharing
Enable decision-makers to easily share processes with the proper employees.
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
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Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Administration (6)
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User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
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Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
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Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
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Storage Limits
Administer storage limits by user or group
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Storage Zones
Choose data center your files should be stored at
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Security
Stores and transfers files in secure environment
Platform (9)
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Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
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System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
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APIs
Enables custom integration to external systems
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Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
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Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
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System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
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APIs
Enables custom integration to external systems.
Workflow (5)
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Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
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Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
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Activities
Any action a user can perform in the system can be specified as an automated action.
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Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
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Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Customization (9)
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Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
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Process Design
The ability to create custom workflows aligned with business objectives.
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Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
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No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
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Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
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Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
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Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
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Multi-page Forms
Allows users to create forms with more than one page
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Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Process Management (7)
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Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
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Unstructured Processes
Provides the ability to manage unstructured processes.
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API Connection
Connect with existing systems via API.
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Intelligence
Gives user machine learning tools for intelligent process improvement
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Document Approval
Streamline and simplify document approval processes.
Edit (4)
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File Type
Save documents in a variety of file types
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Color
Offer the choice between color and black and white scanning
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Crop
Allow users to crop and edit document formatting
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Size
Give users the option to adjust scanning size
Logistics (5)
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Upload
Allow users to upload documents directly to the platform
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Email Attachment
Send as an email attachment
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Direct Send
Send directly from the platform
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Document Management
Store and manage previously scanned documents
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Search
Let users search for documents within the platform
Invoice Management (3)
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Capture
Provide features to capture invoices such as import or scanning
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Supplier Portal
Allow suppliers to submit invoices using an online portal
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Repository
Deliver a central repository of AP documents, such as POs and invoices
Invoice Processing (4)
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Matching
Ability to match AP invoices to POs, contracts, or payments
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Payments
Identify incomplete or late supplier payments
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Workflows
Include workflows for approvals and invoice processing
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Tax Compliance
Comply with local and global tax regulations for collections
Analytics (3)
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Due Dates
Track invoices based on due dates to identify overdue payments
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Benchmarking
Ability to compare AP automation metrics with other companies
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KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Integration (3)
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Accounting
Provide integration with accounting and financial management software
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Payment Integration
Integrate with payment gateways and enterprise payments software
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ERP
Deliver integrations with accounting modules of ERP systems
Digital Workflows (3)
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Logic and Conditions
Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.
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No-Code Or Low-Code
Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
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Document Management
Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
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Data Mapping
Integrates data and processes from multiple sources into a single system.
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Templates
Build interfaces once and use them across one or more processes.
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Mobile-Friendly Forms
Gives the user the ability to build and use forms on mobile devices.
Automation (4)
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Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
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Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
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Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
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Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
Risk (3)
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Analysis
Reduces future risks through root cause analysis and process improvement
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Identification
Reduces frequency of errors, identifies risk and improves efficiency
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Scoring
Scores suppliers and employees based on risk factors
Recovery (2)
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Recoup
Identifies and recoups funds and prevents errors from happening again
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Reporting
Offers reporting to aid in minimizing future lost profits and process breakdown
Audit (4)
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Filters
Includes a library of audit-tested filters to identify AP outliers that are outside company policy
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Post Audits
Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims
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Overpayments
Detects and prevents a wide range of overpayment errors
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Duplicates
Detects and prevents a wide range of duplicate payments
Fraud (3)
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Vendor Checks
Enables automatic checks of new vendors being set up in the system to combat potential billing schemes
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Data Generation
Generates comprehensive data needed to conduct a thorough investigation
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Monitoring
Provides continuous, proactive fraud monitoring across multiple systems and data formats
Process Development (1)
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Operating System (3)
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PC Operating System
Supports Microsoft Windows operating system
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Mac Operating System
Supports macOS operating system
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Linux Operating System
Supports Linux operating system
Document Processing (5)
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File Type
Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)
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Data Extraction
Processes data from unstructured and semistructured data sources
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Mobile Capability
Allows for mobile upload of documents and images
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Intelligent Processing
Provides AI and machine learning tools to accelerate data analysis
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Image Enhancement
Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)
Platform Additional Functionality (3)
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Integration
Integrates with other applications to support document storage, document management, process automation and/or workflow management
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File Conversion
Supports the conversion of uploaded documents to other file types
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Windows and Mac
Supports operations on both Windows and Mac
Additional Functionality (5)
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Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
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Offline Capability
Can used without an internet connection
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Notifications
Sends notifications when a completed form is recieved
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Payments
Contains integrations with payment processors, enabling users to accept payments through forms
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Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Generative AI (2)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Cloud Content Collaboration (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Business Process Management (7)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - OCR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Digital Process Automation (DPA) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AP Automation (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives






