Products

Mitratech HotDocs is enterprise document automation and document assembly software designed for organizations that generate high volumes of complex, regulated, or frequently repeated documents. Widely used across legal, financial services, insurance, and government sectors, HotDocs improves document accuracy, consistency, and production efficiency at scale. HotDocs converts frequently used documents into intelligent templates using rules-based logic and guided interview workflows. This struct

Docparser specializes in automating slow, error-prone and manual processes to help businesses save valuable time and money that can be spent on more impactful activities. Our top use cases are extracting data from invoices to automate a billing process, extracting data from purchase orders to automate a purchasing process, and extracting data from bank/investment statements to automate and expense process or to help finance departments manage their costs. We also do a lot of work with logistics

LoanPro is a modern credit platform used by over 600 financial organizations. The platform automates the full loan lifecycle, including servicing, collections, payments, and reporting, all through a single configurable system.

Litera Transact is a comprehensive transaction management platform designed to streamline and secure the entire lifecycle of legal transactions. By centralizing checklists, document tracking, and status reporting, it enhances organization and visibility for legal teams. The platform automates key processes such as signature collection and closing set creation, reducing manual errors and administrative burdens. This efficiency not only mitigates risks but also increases profitability and client s

Banktrack is an intuitive financial management platform designed to help businesses, startups, and freelancers gain comprehensive control over their finances. By aggregating data from multiple bank accounts, Banktrack provides real-time insights into cash flow, expenses, and income, enabling users to make informed financial decisions. Its user-friendly interface and automation features streamline treasury management, reducing manual effort and enhancing financial oversight. Key Features and Fun

Ideagen Disclose is an automated accounts disclosure checklist tool that cuts the risk of non-compliance. It gives accountants and auditors a more efficient way to tailor, review, and approve financial and ESG disclosures. Users save time and produce more accurate statements because they only see the disclosures specific to their entity..

Self-hosted AI assistants and agents for regulated industries. HIPAA, SOC2, ISO 27001 compliant. Your data never leaves your infrastructure. Every team wants AI. But if you work in healthcare, legal, insurance, or financial services, the math doesn't work: cloud-based AI tools send your most sensitive data - patient records, legal matters, claims files, financial documents - to someone else's servers. That's a compliance violation waiting to happen. Compass is a self-hosted AI assistant that r

Eltropy is a comprehensive digital communications platform designed specifically for community financial institutions (CFIs) such as credit unions and community banks. By integrating various communication channels—including text messaging, secure chat, video banking, and voice—into a unified interface, Eltropy enables CFIs to engage with their members securely and efficiently. The platform leverages artificial intelligence to automate routine tasks, enhance member interactions, and streamline op

Archera is a cloud cost management and procurement platform designed to help organizations optimize and de-risk their cloud spending on AWS and Azure. By offering tools for automated savings plan and reserved instance management, as well as unique commitment insurance and financing products, Archera enables businesses to achieve significant cost savings while maintaining flexibility in their cloud resource commitments. Key Features and Functionality: - Free Cloud Management Platform: Provides

RapiPay Fintech Pvt. Ltd. is a leading financial technology company in India, specializing in assisted digital payment solutions. With a focus on enhancing financial inclusion, RapiPay offers a comprehensive suite of services designed to cater to the diverse needs of consumers, retailers, and micro, small, and medium enterprises (MSMEs. By leveraging an extensive network of Direct Business Outlets (DBOs and cutting-edge technology, RapiPay facilitates seamless and secure financial transactions a

CallFinder is the leading provider of cloud-based speech analytics technology that is powerful, affordable, and easy to use. It enables small and medium size businesses to improve agent performance, automate quality monitoring, and provide a superior customer experience. We deliver our highly scalable technology across a wide range of industries including retail & wholesale, healthcare, travel, finance and banking, insurance, manufacturing, utilities, education, and more. CallFinder indexes

UpSlide is an AI-enabled, easy-to-use document automation add-in used by finance companies for PowerPoint, Excel, Word, Power BI, and Outlook. It helps teams across the business improve productivity whilst ensuring firm-wide brand compliance. Our solution makes document creation considerably more efficient, whether building pitchbooks, due diligence reports, or other deliverables. Our features enable you to link refreshable data from Excel or Power BI to PowerPoint/Word, quickly find brand-ap

Studio by Gan.AI offers a cutting-edge platform for personalized video outreach, enabling businesses to connect with their audience at scale. Leveraging AI, the platform transforms a single recording into personalized videos for thousands of recipients, complete with personalized names, companies, or more. With tools like dynamic scrolling backgrounds, personalized thumbnails, and branded landing pages, Studio ensures every video feels unique and aligned with brand identity. Designed for seamles

Macrobond automates the process of turning macroeconomic and financial data into dynamic and sharable intelligence – helping you save time, reduce error, enhance collaboration and stay competitive.

TeamOhana is an AI-powered headcount management platform designed to unify Finance, HR, and Talent teams, providing a single source of truth for workforce planning. By integrating data from various systems, it offers real-time visibility into headcount, enabling organizations to plan, hire, promote, and retain their workforce efficiently. The platform automates workflows, reducing manual tasks and enhancing collaboration across departments. With features like dynamic org charts, compensation pla

Sera™ is a Field Service Management software company based in Grapevine, Texas that helps small to large-sized HVAC, Plumbing, Electrical, and Home Service businesses grow their financial health. We use automated intelligence (AI) to enhance dispatching efficiencies and ensure your jobs are profitable by using a pricing model based on P&L statements, margin pricing, and the labor rate.

Digiparc is a comprehensive, cloud-based Enterprise Resource Planning (ERP) solution designed to streamline and optimize automotive fleet management. By centralizing critical operations such as maintenance, fuel management, claims processing, driver human resources, and custom workflows into a single intuitive platform, Digiparc empowers organizations to reduce total fleet costs, automate processes, and make informed decisions based on reliable data, eliminating the need for Excel spreadsheets o

Banner Finance is a financial management software that enables higher education institutions to access and manage their financial information, automate all financial processes, monitor budget, and grant-related activity.

Vroozi's procurement and accounts payable automation platform makes business purchasing and invoice processing easier, more efficient and effective. Vroozi's platform digitizes procurement and vendor invoice management processes by bringing powerful, enterprise-grade functionality to companies of all sizes. With Vroozi, companies reduce transaction costs, maximize efficiency and improve business margins while uncovering powerful financial insights. Vroozi's SpendTech™ platform is designed for co

Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve qual