Finding yourself caught up and overwhelmed with the wide range of documents you encounter day to day? Well, you’re not alone, as a Smartsheets survey suggests that 60% of workers estimate they could save six or more hours a week if repetitive aspects of their jobs were automated. That’s almost a whole workday!
Technological developments have now made it easier for you to streamline your document workflows, save time, and reduce errors by using the right document automation software to eliminate manual document handling.
To help you determine which document automation solution is the best fit for your needs, we’ve compiled a list of the eleven best options on the market.
Ready? Let’s begin!
What is Document Automation Software?
Document automation software is a technology that automates document creation, management, and processing. It eliminates manual intervention by using predefined templates and workflows to automate all document processes.
This software can handle various document types, including contracts, invoices, reports, and forms. It can often be integrated with your existing tools, such as customer relationship management (CRM) and enterprise resource planning (ERP) software.
Now that we know what it is, let’s jump straight into the best 11 automation as we examine the pros and cons of each solution.
11 Best Document Automation Software
1. Klippa DocHorizon
Klippa DocHorizon is your go-to Intelligent Document Processing (IDP) solution integrating OCR with cutting-edge AI technologies for smart and accurate document scanning, classification, anonymization, data extraction, and verification.
Simply upload your documents through email, web, or mobile applications, and allow the DocHorizon platform to help you automate every part of your document workflows with just a few simple steps. With our solution, you can easily make use of our out-of-the-box models or build your own OCR model to provide support for any document type you need.
Furthermore, this solution can be integrated into your existing mobile applications and tools through the low-code platform or via SDKs and APIs.
Pros
- Data extraction accuracy of up to 95% and seamless file conversion
- Human-in-the-loop automation for the highest level of accuracy
- Custom extraction models for any document type
- Support for documents in more than 150+ languages in various formats
- Multiple output formats including JSON, PDF/A, CSV, XML, XLSX, UBL
- Document sorting and classification to organize databases or archives
- Automatic document fraud detection and built-in document verification
- Key-value pair extraction and line item extraction
- Data masking and anonymization
- Low-code IDP platform with an easy-to-use drag-and-drop interface
- Seamless API and SDK integrations
- Well-documented and developer-friendly
- Extensive customer service and onboarding support
- Compliant with GDPR and ISO-certified (27001 & 9001)
Cons
- No support for non-Latin alphabets out-of-the-box
- No document storage options
- No document generation
Pricing
- €25 free credit to try out the platform
- License or usage-based pricing model
- Contact the team for pricing details
Best for: Automating document-centric workflows across a range of industries including but not limited to the legal industry, retail, and financial industry. Easily process financial documents, identity documents, price tags, logistic documents, and much more.
2. DocSumo
DocSumo is an Intelligent Document Processing solution specializing in data capture designed for SMB lenders, insurers, CRE lenders, and investors aimed at helping enterprises automate document processing. You can easily process documents with diverse layouts for various purposes including invoice processing and bank statement verification.
Pro
- Document conversion capabilities from PDF into Excel, CSV, or JSON
- Key-value pair extraction and line item extraction
- Easy-to-use interface
- Docsumo is SOC-2 certified and GDPR compliant
Cons
- Lack of documentation and onboarding support
- Limited document support for healthcare and logistic documents
Pricing
Free 14-Day Trial
- Growth: From $500 per month
- Business: Contact for pricing
- Enterprise: Contact for pricing
Best for: Small to medium-sized businesses that process unstructured financial documents such as invoices, financial statements, and tax returns.
3. Xero
Xero is an online accounting software primarily designed for small businesses and their advisors. It offers a range of features such as invoicing with quotes, bank reconciliation, purchase order and expense management, and tax management
Pros
- Cloud-based solution
- User-friendly interface
- Free 30-day trial
- Real-time bank reconciliation
- Provides unlimited user access
Cons
- Features take time to comprehend
- Slow with high sales volume or online operations
- Lacks support for expense claims, projects, and multi-currency features
Pricing
30 days free trial
- Starter: $14.50-$29 per month
- Standard:$23-$46 per month
- Premium: $31-$62 per month
Best for: Small businesses that require user-friendly, cloud-based accounting software that can be accessed from anywhere.
4. Gavel
Gavel is a no-code legal document management software with a user-friendly interface. A team of lawyers and engineers designed it to assist legal aid non-profit organizations in creating client-facing processes.
Gavel allows users to create custom online forms that automatically fill data into Word or PDF documents. Users can share their workflows or even embed them into a website, enabling them to create documents with external user input.
Pros
- Cross-platform compatibilities like Windows and Mac
- Intuitive and user-friendly documentation
- Troubleshooting guide support
- Well-trained in processing legal documents
- Updated regularly
- Predefined templates for document generation
- Customer service team for troubleshooting
Cons
- The Word add-in does not support creating variables directly
- Extensive implementation procedure
- Expensive for smaller law firms
Pricing
Free 7-day trial
- Lite: €76 – €90 per month
- Standard: €191 – €228 per month
- Pro: €264 – €319 per month
- Enterprise: From €379 per month
Best for: Gavel works best for midsized law firms and legal organizations that require a no-code solution with a straightforward user interface.
5. Templafy
Templafy is a Danish-based document processing solution designed to increase efficiency and reduce risk for its users. Through their intelligent document processing platform, their solution helps enterprises organizations create and process documents more efficiently.
Pros
- Platform to automate from document generation to storage
- User-friendly interface
- Customizable for your needs
- Easy to set up
- Good customer service
- Higher productivity
Cons
- Web-based interface
- Double authentication issues
- Costly for small enterprises
- Compatibility issues with Microsoft Outlook
Pricing
Contact for pricing
Best for: Enterprises seeking centralized control over their data. Additionally, it can only be used by larger organizations as it requires a minimum of 50 users.
6. PandaDoc
PandaDoc is a document automation tool developed to speed up the sales process from the approvals, reviews, and comments, to the signing, and tracking of various types of documents. PandaDoc allows users to track customer engagement with documents they’ve sent out and get real-time notifications when a document needs attention.
Pros
- UI is simple and intuitive
- Preloaded templates
- Easy to use
- 20+ Integration possibilities
- Content reporting
- Document tracking
- Document storage possibilities
Cons
- High cost for automation features
- Not suitable for document automation outside the sales process
- The mobile application has limited functionality *
- Demands a steep learning curve for the software features *
*based on user reviews
Pricing
14-day free trial
- Essentials: $19-$35 per month
- Business: $49-$65 per month
- Enterprise: Contact for pricing
Best for: Sales professionals in need of an efficient document management solution to avoid costs, and errors and save time.
7. TriNet Zenefits
TriNet Zenefits is an all-in-one HR document automation software designed to help small and mid-sized businesses simplify and automate administrative HR tasks. Zenefits offers a comprehensive suite of HR features, helping businesses manage their human resources needs, which can often be complicated and time-consuming.
Pros
- User-friendly interface
- Affordable pricing
- Great range of third-party integrations
- Centralized organization management
- Cloud-based software
Cons
- All plans have a minimum of five employees
- Few learning management tools
- Lacks features for task management
- Limited customizability
Pricing
- Essential: $8 – $10 per employee per month
- Growth: $16- $20 per employee per month
- Zen: $27- $33 per employee per month
Best for: HR professionals specially designed for small and mid-sized companies looking to streamline their HR processes, including benefits enrollment, payroll, compliance, and more.
8. Cflow
Cflow is a cloud-based document automation solution that automates and simplifies business processes to help increase productivity and reduce costs. They offer a strong integration facility that can easily map data from any external application or system.
Pros
- Customizable templates with predefined workflows
- Drag & Drop Form Builder
- The platform for document generation
- Strong integration with external applications
- Workflow customizations
Cons
- Lags with large volumes
- The interface can be confusing in sections
Pricing
14-day free trial
- Happy: $7- $12 per user per month
- Joy: $11-$16 per user per month
- Bliss: $16-$22 per user per month
Best for: Enterprises looking for a well-trained cloud-based document automation solution able to process a wide range of documents including receipts, contracts, invoices, and more.
9. ExperLogix
Experlogix’s solution automates the generation and processing of documents to simplify, optimize, manage, deliver, store, and more to increase productivity for organizations. Their solution can process a range of documents like purchase orders, bills, receipts, or quotes and can be well-managed using ExperLogix. The tool also encompasses an intelligent rule engine that helps the users to be relieved from errors.
Pros
- Complex products can be quoted with ease
- Integration with key CRM and ERP platforms
- Accurate document capture
- ISO 27001 certified
Cons
- The process of setting up can be difficult with plenty of features
- Limited integration possibilities
- The interface is not user-friendly
Pricing
Contact for pricing
Best for: Enterprises in search of an all-encompassing solution for the generation of complex documents and management and processing.
10. HotDocs
HotDocs is an American-based document management solution that specializes in transforming frequently used documents into effective and easy templates for a wide range of industries including legal entities, banks, insurance providers, government agencies, and more.
Pros
- All the existing data can easily be entered into simple templates
- Integration possibilities
- Best suits industries with complex documents
- Support for non-Latin languages
- Document storage options for quick generation and retrieval
Cons
- The interface is not user-friendly and outdated
- Creating templates is complex and time-consuming
Pricing
Starting at $25 per user per month
Best for: Small and medium-sized enterprises in need of generating and processing complex documents for a range of industries in a range of languages.
11. Tesseract OCR
Tesseract is an open-source OCR software designed to accurately recognize and extract text from scanned documents, images, and other sources. It is available freely available and can be customized and extended to meet specific needs or requirements.
Pros
- A free and open-source alternative to other solutions
- Supports non-latin alphabets
- Image preprocessing for better extraction
Cons
- Needs a lot of custom development
- Needs to be hosted and maintained in your environment
- No cross-checks with 3rd party database
- No standard SLA
- No signature and picture extraction
- No data masking
Pricing
Free
Best for: Small businesses looking for simple data extraction and automation for office environments recognizing and extracting text from documents such as invoices, purchase orders, income receipts, tax forms, and mortgage forms.
What to Look for in a Document Automation Software
So, now that we’ve given a good overview of some of the best document automation solutions on the market, you’ll need to decide on which solution works best for you. When selecting document automation software, you should consider several key features to ensure that you choose the best solution for your needs. Here’s what you should look for:
Integration Capabilities: Your software should easily integrate with your existing tools to reduce the need for human intervention in day-to-day tasks.
Customization and Flexibility: Look for software that allows for customizable templates and workflows to match your specific business processes.
User-Friendly Interface: Your solution should be intuitive and easy to use for you and your employees and require little to no intensive training.
Security and Compliance Features: Your chosen software should include security measures to protect sensitive information and keep your data secure.
Scalability: Ensure your solution can scale with your business, handling increasing document volumes and users without compromising performance.
By keeping these features in mind, you can select document automation software that meets your current needs and supports future growth and efficiency.
Remember that there’s no one-size-fits-all solution and you’ll need a solution that applies to your specific use case. That being said, Klippa DocHorizon ticks many of the boxes that you’ll need your chosen solution to have.
Automating Document Processing with Klippa
DocHorizon stands out among competitors in accuracy, functionalities, and capabilities for streamlining your document-related processes for a wide range of document types. With our platform, you can create seamless document workflows from document conversion to classification and anonymization to revolutionize your daily business activities.
With the benefits of automation, you can accurately extract information from a wide range of documents like identity documents, financial documents, logistics documents, and more, while remaining in total control of your workflow.
Are you ready to see how Klippa’s document automation solution can help you? Book a free online demo below or contact one of our experts for more information!