Tonkean Features
Customization (6)
Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
Process Design
The ability to create custom workflows aligned with business objectives.
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.
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.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Collaboration (6)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
-
Data Unification
Compile data from across all systems so that users can view relevant information easily.
Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
-
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Process Management (7)
-
Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
-
Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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.
Unstructured Processes
Provides the ability to manage unstructured processes.
API Connection
Connect with existing systems via API.
Intelligence
Gives user machine learning tools for intelligent process improvement
Document Approval
Streamline and simplify document approval processes.
User Interface Design (8)
WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Task Management
Create, manage and track all task activities and progression
Configurable Workflow
Configure existing workflows to meet your organization's needs
Deployment Management
Manage the processes involved when making the application ready for use
Integrations Management
Identify which applications need to exchange data and enable these data connections
Data Control (3)
Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
Data Synchronization
Continuously updates data as users or external data sources are edited.
Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (4)
Application Deployment
Releases the application for access on desktop or mobile devices.
Platform Compatibility
Lets users build cross-platform applications or provide specific templates for different device types.
Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
Planning (9)
Processes
Manage workflows and business processes for procurement.
Contracts
Provide standard procurement contracts that can be customized.
Content
Maintain a repository of content such as catalogs and other documents.
Requisition
Define requisition rules for various types of procurement.
Processses
Manage workflows and business processes for procurement.
Contracts
Provide standard procurement contracts that can be customized.
Content
Maintain a repository of content such as catalogs and other documents.
Requisition
Define requisition rules for various types of procurement
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Execution (8)
Sourcing
Identify and assess suppliers for different products and services.
Purchasing
Create and manage purchase orders for products and services.
Invoicing
Include features for procurement invoicing and e-invoicing.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Sourcing
Identify and assess suppliers for different products and services.
Purchasing
Electronically create and manage purchase orders for products and services.
Invoicing
Include features for procurement invoicing and e-invoicing.
Analytics (9)
Visibility
Improve visibility into procurement activities across the company.
Performance
Monitor the performance of procurement operations.
Spend
Analyze procurement spending and identify future trends.
Financial Reporting
Generate reports to assess the financial performance of an organization
Visibility
Improve visibility into procurement activities across the company.
Performance
Monitor the performance of procurement operations
Spend
Analyze procurement spending and identify future trends.
Due Dates
Track invoices based on due dates to identify overdue payments
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Automation Building (10)
Visual Editor
Provides a visual editor to easily create automation models.
Workflow Recording
Offers the ability to record processes performed by humans to be recreated by bots.
Pre-Built Templates
Provides templates for workflows and processes for easier automation creation.
Custom Automation
Allows developers to code custom automations.
Collaboration
Offers users the ability to reuse process automations and communicate with other team members around automation building.
Ease of Bot Creation
Allows non-technical users to create bots in an easy, intuitive manner.
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Bot Management & Execution (9)
Bot Scheduling
Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.
Attended Automation
Automates processes that supplement human action, often requiring human intervention and collaboration.
Unattended Automation
Automates processes completely without the need for human intervention.
Bot Performance Analytics
Allows users to analyze the performance of bots via dashboards.
Data and Product Security
Insures data remains secure and compliant with industry standards.
Scalability
Able to support large deployments.
Predictive Analytics
Predict future data based on historical data sets
Real-Time Analytics
Analyze and gain insights into data in real-time
Real-Time Data
Receive data and information in real time
Management (4)
Approval
Use criteria to add or remove suppliers to/from approved lists.
Communication
Manage communications with suppliers on multiple channels such as phone or email.
Documents
Capture and maintain documents related to suppliers and their products or services.
Receipt of Goods
Compare goods received with purchase orders and document variations
Invoice Management (3)
Capture
Provide features to capture and record invoices, such as import or scanning
Supplier Portal
Allow suppliers to submit invoices using an online portal
Repository
Deliver a central repository of AP documents, such as POs and invoices
Supplier Management (23)
Evaluation
Allows users to evaluate supplier performance using standard and custom KPIs.
Selection
Provide features to compare suppliers and choose the best option for various activities.
Risk Management
Identify potential issues and how they may impact relationships with suppliers.
Inventory Management
Track and manage inventory levels to maintain proper supply
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Purchase Order Management
Create, send, and track purchase orders and their statuses
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Auction Management
Allows businesses to create and manage auctions.
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Returns Management
Track and facilitate returns of products sold
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Contract/License Management
Track, store, and access client contracts or licenses
Supplier Management
Manage all supplier data and operations
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Shipping Management
Manage and track orders being shipped to customers
Warehouse Management
Manage and track operations and inventory within warehouses
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Receipt Management
Upload, track, and submit receipts in a central database
Invoice Processing (6)
Matching
Ability to match AP invoices to POs, contracts, or payments
Payments
Identify incomplete or late supplier payments
Workflows
Include workflows for approvals and invoice processing
Tax Compliance
Comply with local and global tax regulations for collections
Submittal
Electronically submit invoices to buyers
Configurable Workflow
Configure existing workflows to meet your organization's needs
Supplier Information (3)
Profiles
Create and manage supplier profiles that include contact and pricing information.
Qualifications
Identify the services and products provided by suppliers, as well as certifications.
History
Track history of all interactions and business transactions with suppliers.
Integration (4)
Accounting
Provide integration with accounting and financial management software
Payments
Integrate with payment gateways and enterprise payments software
ERP
Deliver integrations with accounting modules of ERP systems
Procurement
Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management
Digital Workflows (3)
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.
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.
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)
Data Mapping
Integrates data and processes from multiple sources into a single system.
Templates
Build interfaces once and use them across one or more processes.
Mobile-Friendly Forms
Gives the user the ability to build and use forms on mobile devices.
Automation (4)
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.
Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
Intelligent Automation (3)
OCR
Provides OCR capabilities in order to recognize text in documents and applications.
Machine Learning
Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.
NLP
Provides NLP capabilities in order to understand text in documents and applications.
Platform Content (12)
Matter Management
Provides comprehensive matter management capability trhrough the entire lifecycle
Spend Management
Manages legal department spend, specifically as it relates to outside counsel
Contract Management
Contains full lifecycle contract managemet capabilities
Template Library
Provides users with a pre-built library of useable legal document templates
Conflict Management
Search and check for conflicts of interest or statutes of limitations
Email Management
Manage, store and organize emails within the system or via third-party apps
Legal Case Management
Systematic approach to handling legal cases, matters, or projects within a law firm or legal department
Client Management
Manage contact details and communication with clients
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Task Management
Create, manage and track all task activities and progression
Platform Additional Functionality (3)
Cloud
Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities
Platform Data (3)
Visualization
Contains tools to visalize data sets or workflows
Dashboard
Has a centralized dashboard for users to interact with
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Purchase Requisition and Approval Workflow - Procurement Orchestration (3)
Notifcations
Notifies users of pending approvals with alerts and notifications
Workflows
Allows for predefined approval workflows based on roles, departments, or spending limits
Purchase Orders
Automates the creation, submission, and approval of purchase requisitions
Supplier Management - Procurement Orchestration (3)
Tracking
Monitors supplier compliance to guidelines and standards while also managing risks
Onboarding
Provides tools for suppllier onboarding and assessing their performance
Database
Maintains a repository for storing and organizing supplier details
Spend Management - Procurement Orchestration (2)
Analysis
Uses tools for examining expenditures and generation reports to identify trends
Visibility
Provides real-time insight into procurement costs within categories, departments or projects
Compliance and Risk Management - Procurement Orchestration (3)
Risk Assessment
Uses risk assessment tools for identifying potential supplier or contract risks
Compliance
Automates the enforcement of procurement policies, regulatory requirements, and compliance checks
Audits
Creates audit trails and reporting for transparency and accountability
Workflow Automation - Procurement Orchestration (3)
Routing
Provides onditional routing for purchase approvals, contract reviews, and supplier selection
Configuration
Allows for flexible workflow configurations to suit specific business needs
Approvals
Adjusts approval processes based on project, department, or spending thresholds
Agentic AI - No-Code Development Platforms (3)
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
Agentic AI - Procure to Pay (3)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Ability to autonomously complete end-to-end procurement tasks such as PO creation, invoice coding etc.
Proactive Assistance
Ability to proactively flag out-of-policy spend, duplicate invoices, and overdue approvals before issues escalate
Agentic AI - Procurement Orchestration (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Business Process Management (8)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Robotic Process Automation (RPA) (9)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Enterprise Legal Management (ELM) (8)
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
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Budgeting/Forecasting
Create budgets based on historical data and future projections
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 - Purchasing (3)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Budgeting/Forecasting
Create budgets based on historical data and future projections
Workflow Orchestration (5)
Configurable Multi-Step Workflows
Creates and executes structured legal processes composed of multiple tasks.
Multi-Stakeholder Approvals and Review Cycles
Manages structured review and approval processes involving multiple participants across defined stages.
Integrations
Integrates with document management, CLM, matter management, or eSignature platforms.
Rule-Based Routing
Routes tasks or approvals based on predefined criteria or data inputs.
Automated Task Creation and Progression
Automatically generates tasks and advances workflow stages without manual intervention.
AI-Powered Legal Work (3)
AI Legal Drafting
Generates legal documents using structured inputs, templates, or prompts.
AI Document Review and Analysis
Analyzes legal documents to identify issues, risks, or required actions.
AI Data Extraction
Extracts and structures key clauses, terms, or data points from legal documents.
Standardization and Governance (2)
Workflow Templates
Enables reuse of standardized workflows across matters or teams.
Role-Based Permissions
Controls access to workflows and features based on user roles and administrative policies.
Additional Functionality (169)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For No-Code Development
Build applications without the use of code
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Pre-Built Modules
Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
Trust Accounting
Manage bookkeeping for client trust accounts
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Case Notes
Access and track notes regarding case activities and updates within case files
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Integration Management
Identify which applications need to exchange data and enable these data connections
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Contract Lifecycle Management
Organize, track, and automate the entire contract process
Budgeting/Forecasting
Create budgets based on historical data and future projections
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Inventory Management
Track and manage inventory levels to maintain proper supply
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Order Tracking
Track orders throughout the fulfillment process
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Spend Analysis
Review and uncover trends in spending activity
Multi-Currency
Manage and handle various international currencies
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Reporting
Active reporting of data and metrics
Activity Tracking
Track and document all activities across devices, networks, and other systems
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Spend Control
Set allowances and ensure employees don't spend more than the allotted amounts
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Receiving
Manage all receiving processes within a warehouse
Document Storage
Store and organize documents in a centralized system
Quotes/Estimates
Generate quotes or estimates for customers
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Location
Manage and support multiple locations
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Purchasing Reports
Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Document Management
Store, manage, and track all electronic documents in a centralized location
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Multiple Data Sources
Allows users to manage data from a number of sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Address Extraction
Extract email addresses from multiple data sources
Forms Management
Store, manage and track all forms in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Process Builder
Outline and document business processes via step-by-step building blocks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Data Storage
Securely stores data to prevent data loss or breaches
Process Control
Monitor and manage manufacturing and production processes.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Ad hoc Analysis
Image Recognition
Ability of software to identify an image among other data
Data Storage Management
Manage and store data in a database
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Management
Create, manage and track all task activities and progression
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Reports
Alter the layout and content of reports
Version Control
Track revisions and updates made to files and navigate between different versions
Integration into Third Party Applications
Embed/link applications into third party software so it can be accessed within a third party system
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Role-Based Permissions (1)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Configurable Workflow (1)
Configurable Workflow
Configure existing workflows to meet your organization's needs
Automated Routing (1)
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Approval Process Control (1)
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval


