20 Best Document Automation Software Reviewed in 2025
Best Document Automation Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Managing a project means juggling countless documents, and you’re probably tired of dealing with repetitive tasks and manual data entry. That's where document automation software steps in.
In my experience, these tools save you time, reduce errors, and help your team focus on what really matters. I’ve tested and reviewed various software options to find the best ones for you.
In this article, I’ll share my unbiased reviews of top document automation solutions. You'll discover their strengths, weaknesses, and what makes each one unique.
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Compare Specs Side-by-Side
This comparison chart summarizes pricing details for my top document automation software selections to help you find the best software for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for handling diverse document types | Free demo available | Pricing upon request | Website | |
| 2 | Best for non-complex workflows | 14-day free trial available | Pricing upon request | Website | |
| 3 | Best for reducing document errors | Free demo available | Pricing upon request | Website | |
| 4 | Best for OCR capabilities | Free demo available | Pricing upon request | Website | |
| 5 | Best for app integrations | Free plan available | From $19.99/month (billed annually) | Website | |
| 6 | Best for small business automation | 14-day free trial | From $11/user/month (billed annually) | Website | |
| 7 | Best for enterprise document management | Free demo available | Pricing upon request | Website | |
| 8 | Best for compliance management | Free demo available | From $35/user/month | Website | |
| 9 | Best for end-to-end document automation | Free plan available | From $399/month (billed annually) | Website | |
| 10 | Best for invoice processing | 14-day free trial | Pricing upon request | Website |
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Forecast
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Accelo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Document Automation Software Reviews
Below are my detailed summaries of my picks for the best document automation software. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Klippa DocHorizon is an AI-driven document automation platform designed to handle a wide range of document processing tasks. It offers tools for extracting, converting, classifying, and verifying data from various document types.
Why I Picked Klippa DocHorizon: One of the key features of Klippa DocHorizon is its ability to process over 50 types of documents, including invoices, receipts, ID cards, passports, and contracts. Users can also train models to handle custom document types, allowing for tailored data extraction. The platform enables you to define specific data fields to extract, such as document numbers, dates, names, addresses, and total amounts, providing flexibility to meet various business needs.
Standout features & integrations:
Features include data anonymization, which helps in complying with GDPR and other data privacy regulations by masking sensitive information in documents. The platform also offers document verification capabilities, allowing you to detect fraud through methods like EXIF data analysis and cross-checking with external databases.
Integrations include Google Workspace, Dropbox, Zoho, Xero, Odoo, Microsoft Teams, Slack, Discord, OpenAI, Jira, monday.com, and Stripe.
Pros and cons
Pros:
- Supports processing of over 50 document types, including custom docs
- Combines AI with human-in-the-loop automation for better data accuracy
- Data anonymization to comply with GDPR and other privacy regulations
Cons:
- Setting up custom workflows might be complex for non-technical users
- No option to try the software before buying
Document360 is an AI-powered knowledge base platform built for teams creating and managing documentation like SOPs, user manuals, and product guides. Its focus on content workflows, analytics, and structured collaboration makes it a solid fit for document automation use cases.
Why I Picked Document360: I picked Document360 because it gives you full control over your documentation workflows without adding complexity. The platform includes a role-based portal for editors, reviewers, and publishers to collaborate clearly—plus a custom workflow builder to standardize the publishing process. Its analytics help you prioritize content based on usage trends, while SEO settings improve discoverability. I also liked the AI editor for fast content generation and the decision tree tool for guiding users through multi-step processes.
Standout features & integrations:
Features include a built-in knowledge base site, article versioning, interactive decision trees, glossary management, and “Ask Eddy,” an AI assistant that provides instant, ChatGPT-style responses from your documentation. It also supports internal and external knowledge sharing, ticket deflection, and health check metrics.
Integrations include Zendesk, Freshdesk, Intercom, Drift, Slack, GitHub, Make, Salesforce, and Microsoft Teams.
Pros and cons
Pros:
- Provides robust version control with audit trails
- Offers powerful reporting and analytics
- Smart file management features
Cons:
- Most integrations are only available on higher-tier plans
- Can be pricey for teams on a budget
New Product Updates from Document360
Document360's TOC with Collapsible Sub-headings
Document360 introduces collapsible sub-headings in Table of Contents for improved navigation. For more information, visit Document360's official site.
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Mitratech HotDocs is a document automation platform built to simplify legal and business document creation. It helps organizations reduce manual drafting, maintain compliance, and manage templates efficiently across teams.
Why I Picked Mitratech HotDocs: I chose Mitratech HotDocs for its ability to significantly reduce document errors and improve compliance. Its centralized template management ensures your documents follow business rules and branding standards. The platform also supports secure document storage, making it especially useful for teams handling sensitive legal data. Additionally, HotDocs provides flexible deployment options, so you can work seamlessly across desktop, cloud, or hybrid environments.
Standout Features & Integrations
Features include robust APIs for easy integration with your existing systems, centralized control over templates to maintain compliance, support for multiple deployment environments, and advanced error-reduction tools that improve document accuracy.
Integrations include TeamConnect, iManage, AbacusLaw, and CARET Legal.
Pros and cons
Pros:
- Robust integration capabilities with legal and business tools
- Flexible deployment options (cloud, desktop, hybrid)
- Centralized template management for better compliance
Cons:
- Steep learning curve for beginners
- Limited advanced features in the basic version
Nanonets is an AI-powered document automation software designed for industries like finance, healthcare, and logistics. It specializes in data capture and workflow automation, and focuses on reducing manual tasks and improving efficiency.
Why I picked Nanonets: Its standout feature is the optical character recognition (OCR) capabilities, which allow you to capture data from various document types accurately. This feature is complemented by automated workflows for tasks like invoice processing and document approvals. It offers a significant reduction in manual effort, which is valuable for teams looking to save time.
Standout features & integrations:
Features include a high accuracy rate in document processing, and a no-code platform that allows for easy setup. The software provides strong customer support to assist your team.
Integrations include Zapier, QuickBooks, Salesforce, Slack, Google Drive, Dropbox, HubSpot, Microsoft Dynamics, Box, and Asana.
Pros and cons
Pros:
- High accuracy rate
- Strong customer support
- No-code platform
Cons:
- Limited customization options
- Learning curve for new users
Zapier is a workflow automation tool that connects various applications so you can automate repetitive tasks. It caters to businesses of all sizes and lets you integrate your apps and improve productivity.
Why I picked Zapier: Its capability to integrate numerous apps makes it perfect for teams that rely on multiple software solutions. You can set up automated workflows, known as zaps, to connect apps and trigger actions. This reduces manual data entry and allows your team to focus on more important tasks. It offers a wide range of app connections, which is invaluable if you have a diverse tech stack.
Standout features & integrations:
Features include the ability to create custom workflows without coding, a user-friendly interface for easy setup, and real-time activity monitoring to keep track of your automations.
Integrations include Google Sheets, Slack, Mailchimp, Trello, Asana, Salesforce, QuickBooks, HubSpot, Shopify, and Dropbox.
Pros and cons
Pros:
- Easy to set up
- Reduces manual data entry
- Connects a wide range of apps
Cons:
- Limited functionality without paid plan
- Requires ongoing management
Cflow is a cloud-based workflow automation tool designed for small businesses. It helps automate repetitive tasks and improve efficiency in approvals and document management.
Why I picked Cflow: Its focus on small business automation makes it accessible for teams without extensive technical resources. You can create workflows using a visual drag-and-drop interface. It offers pre-built templates to get you started quickly. The software's flexibility in customizing workflows is ideal for small teams with unique needs.
Standout features & integrations:
Features include a visual workflow builder that simplifies process creation, real-time analytics for tracking performance, and automated notifications to keep your team informed.
Integrations include Google Drive, Dropbox, Slack, QuickBooks, Salesforce, Zapier, Microsoft Teams, Trello, Asana, and Box.
Pros and cons
Pros:
- Quick setup process
- User-friendly interface
- Suitable for small teams
Cons:
- Not ideal for large enterprises
- Limited advanced features
Square 9 is a document management solution designed for enterprises that want to improve their document workflows. It helps large organizations manage, store, and retrieve documents efficiently.
Why I picked Square 9: Square 9's platform provides centralized, secure document storage, so your team can access information instantly. Its dynamic web forms facilitate easy data capture and routing, which improves workflow efficiency. Additionally, the platform's workflow automation keeps information moving throughout your organization and reduces manual intervention.
Standout features & integrations:
Features include AI-powered data extraction that minimizes manual data entry, a user-friendly interface that simplifies document management tasks, and scalability to accommodate growing business needs.
Integrations include Salesforce, Microsoft Dynamics, QuickBooks, SAP, NetSuite, Docusign, Adobe Sign, Google Workspace, Dropbox, and Box.
Pros and cons
Pros:
- Automates complex workflows
- Suitable for large organizations
- Secure document storage
Cons:
- Limited customization options
- May need regular updates
M-Files is a document management solution designed for businesses that need strong compliance and data governance. It serves various sectors and makes sure documents meet regulatory requirements and are managed efficiently.
Why I picked M-Files: Its focus on compliance management makes it essential for industries with strict regulatory needs. You can organize and control documents based on metadata to reduce the risk of non-compliance. The software offers automated workflows so documents are reviewed and approved according to standards. It also provides audit trails, which help maintain accountability in your organization.
Standout features & integrations:
Features include automated workflows for document-centric processes, intelligent information management that uses AI for better data organization, and mobile access, so your team can manage documents securely from any device.
Integrations include Microsoft Office, Salesforce, SharePoint, SAP, NetSuite, Docusign, Adobe Sign, Google Workspace, Autodesk, and Okta.
Pros and cons
Pros:
- Provides detailed audit trails
- Automated document workflows
- Metadata-driven organization
Cons:
- May need regular updates
- Requires training for new users
airSlate Workflow is a no-code platform designed to help businesses automate document-related processes from creation to completion. It provides tools for generating, routing, and managing documents without requiring programming skills, making it accessible for teams across industries.
Why I Picked airSlate Workflow: I picked airSlate Workflow because it covers the full lifecycle of document handling—creation, routing, and signing—in one platform. You can build dynamic documents that adjust based on recipient data, which is especially useful for contracts or forms that vary by case. I also like its automatic filling capability, which pulls information directly from spreadsheets or Customer Relationship Management (CRM) systems. This reduces manual entry, helping you minimize errors and speed up repetitive tasks.
Standout features & integrations:
Features include secure document attachments, which automatically link signed files to records in your connected systems, and smart routing, which directs documents to the right person based on predefined rules. The platform also complies with industry security standards, including encryption and HIPAA compliance, making it a reliable option for handling sensitive information.
Integrations include Salesforce, Microsoft Dynamics 365, UiPath, HubSpot, Google, AirTable, Smartsheet, Pipedrive, ServiceNow, Mailchimp, and Zoho.
Pros and cons
Pros:
- No-code builder supports custom workflows
- Integrates with popular CRMs and business apps
- Strong document generation and contract lifecycle tools
Cons:
- Limited customization compared to enterprise-grade platforms
- Initial setup can feel complex
Rossum is a document automation tool designed for businesses that focus on invoice management and processing. It serves finance teams by automating data capture and reducing manual entry.
Why I picked Rossum: It excels in invoice processing, which is crucial for finance teams dealing with high volumes. You can automate data extraction from invoices, minimize errors, and speed up the accounting process. The platform supports multi-format documents, so it’s versatile for different invoice styles. It also offers a user-friendly interface that simplifies the onboarding process for your team.
Standout features & integrations:
Features include real-time validation against your business rules to make sure data is accurate and comprehensive audit logs that maintain compliance by tracking all document interactions.
Integrations include SAP, Oracle, QuickBooks, Microsoft Dynamics 365, Xero, NetSuite, Salesforce, FreshBooks, Workday, and HubSpot.Handles high invoice volumes
Pros and cons
Pros:
- Reduces manual data entry
- Multi-format document support
- Handles high invoice volumes
Cons:
- Higher cost for small businesses
- May need training for complex tasks
Other Document Automation Software
Here are some additional document automation software options that didn’t make it onto my shortlist, but which are still worth checking out:
- PandaDoc
For sales teams
- Inkit
For print and mail automation
- Formstack
For form generation
- Docupilot
For template-based documents
- HotDocs
For legal document creation
- DocuWare
For invoice management
- Revver
For secure document storage
- Jotform
For customizable online forms
- Conga
For contract lifecycle management
- MasterControl
For regulated industries
Related Reviews
If you still haven’t found what you’re looking for here, check out these other tools that we’ve tested and evaluated:
Document Automation Software Selection Criteria
When selecting the best document automation software to include in this list, I considered common buyer needs and pain points like reducing manual data entry and keeping documents accurate. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Automating document generation
- Providing electronic signatures
- Managing document templates
- Offering document storage and retrieval
- Allowing workflow automation
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Advanced data extraction
- Multi-language support
- Integration with CRM systems
- Customizable reporting tools
- Mobile access and functionality
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Ease of navigation
- Clear and concise instructions
- Minimal learning curve
- Aesthetic design
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Access to templates and guides
- Interactive product tours
- Presence of chatbots for support
- Regular webinars and workshops
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered whether each tool offered the following:
- Live chat support
- 24/7 customer service
- Comprehensive help center
- Dedicated account managers
- Response time to queries
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the availability of the following for each tool:
- Competitive pricing
- Key features at each price point
- Free trial
- Discounts for longer commitments
- Transparent pricing structure
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Feedback on ease of use
- Reviews on customer support quality
- Comments on reliability and uptime
- User experiences with features and tools
How to Choose Document Automation Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Make sure the software can grow with your company. Check if it can handle increased document volumes and additional users without compromising performance. |
| Integrations | Look for tools that connect with your existing systems like CRM, ERP, or cloud storage solutions. This will streamline workflows and reduce manual data entry for your team. |
| Customizability | Choose software that allows you to tailor templates and workflows to fit your specific business needs. This flexibility can save time and improve efficiency. |
| Ease of Use | Opt for intuitive interfaces that require minimal training. Make sure team members can quickly adapt to the system in order to reduce downtime and maximize productivity. |
| Budget | Evaluate total costs, including subscription fees, setup charges, and potential add-ons. Make sure the solution fits within your financial constraints while meeting your needs. |
| Security Safeguards | Prioritize software that offers robust security features. Look for data encryption, access controls, and compliance with standards like GDPR to protect your sensitive information. |
| Support | Consider the level of customer support available. Check for 24/7 assistance, availability of training materials, and the responsiveness of the support team to help your team succeed. |
Trends in Document Automation Software
In my research, I sourced countless product updates, press releases, and release logs from different document automation software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-driven insights: Vendors are offering AI features that can analyze document data and provide actionable insights. This helps you identify patterns and optimize processes. Some tools also offer predictive analytics to forecast trends and improve decision-making.
- Blockchain integration: Tools are using blockchain technology to improve document security and authenticity. This trend is particularly relevant for industries like finance and legal, where document integrity is crucial.
- Voice recognition: Voice-activated document management is gaining traction. This feature allows you to manage and retrieve documents hands-free, which improves accessibility and efficiency, especially in busy work environments.
- Collaboration: More tools are offering real-time editing and collaboration on documents. This trend supports remote work by allowing your team to work together regardless of location.
- Eco-friendly features: There's a growing focus on reducing paper usage. Vendors are introducing features that promote digital signatures and electronic documentation, which is great if your business wants to reduce your environmental impact.
What Is Document Automation Software?
Document automation software, unlike document generation software, is a tool that streamlines the entire process of creating, managing, and processing documents using predefined rules and workflows. These tools are commonly used by professionals in legal, finance, and business sectors to save time and reduce errors.
Features like AI-driven insights, real-time collaboration, and eco-friendly options help with efficiency, collaboration, and sustainability. Overall, these tools provide significant value by improving productivity and maintaining accuracy in document handling.
Features of Document Automation Software
When selecting document automation software, keep an eye out for the following key features:
- AI-driven insights: This feature analyzes document data to provide actionable insights and help you optimize processes and make informed decisions.
- Collaboration: Allows multiple users to edit and collaborate on documents simultaneously to improve teamwork and productivity.
- Automated workflows: Streamlines document processing by automating repetitive tasks and reducing manual intervention and errors.
- Customizable templates: Provides the ability to tailor document templates to specific business needs, which saves time and maintains consistency.
- Metadata-driven organization: Organizes documents based on metadata, which means faster and more accurate retrieval.
- Audit trails: Tracks document history to maintain accountability and compliance, which is essential for regulated industries.
- Security safeguards: Offers features like data encryption and access controls to protect sensitive information and maintain compliance with standards like GDPR.
Benefits of Document Automation Software
Implementing document automation software provides several benefits for your team and your business. Here are a few you can look forward to:
- Increased efficiency: Automating document workflows reduces manual tasks, which saves time and allows your team to focus on more important work.
- Improved accuracy: Features like AI-driven insights and automated data extraction minimize errors to make sure your documents are accurate and reliable.
- Better collaboration: Real-time collaboration tools let your team work together effectively, no matter where they are located.
- Cost savings: Reducing paper usage and manual labor cuts down on expenses, so your operations are more cost-effective.
- Stronger security: With features like blockchain and security safeguards, your documents are protected against unauthorized access and data breaches.
- Environmental impact: Eco-friendly options promote digital processes, so you can reduce your carbon footprint and support sustainability goals.
- Better compliance: Audit trails and metadata-driven organization help maintain compliance with industry regulations and standards and reduce legal risks.
Costs and Pricing of Document Automation Software
Selecting document automation software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in document automation software solutions:
Plan Comparison Table for Document Automation Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic document creation, limited storage, and community support |
| Personal Plan | $5-$25/user/month | Document templates, basic integrations, and email support |
| Business Plan | $30-$60/user/month | Advanced workflows, better security features, and priority support |
| Enterprise Plan | $70-$120/user/month | Customizable solutions, dedicated account management, and comprehensive compliance tools |
Document Automation Software FAQs
Here are some answers to common questions about document automation software:
How do I automate documentation processes?
Automating the documentation process involves several steps. Start by improving document quality with pre-processing techniques like noise reduction. Use classification to separate pages and identify content. Use extraction tools to capture data accurately, and then validate the data using rules and AI to make sure it’s accurate.
What data is used in document automation?
Document automation pulls data from various sources and inserts it into document templates. These templates can include text, tables, graphs, and images. The data used depends on the document’s purpose and the information required for its completion.
What does a document automation specialist do?
A document automation specialist implements and manages process automation tools. They design, plan, and deploy these tools, provide training, and handle maintenance and upgrades. Their role makes sure document processes are efficient and meet organizational needs.
How can document automation improve compliance?
Document automation improves compliance by making sure your documents meet regulatory standards. Automated workflows reduce human error, and audit trails provide a history of document changes. This helps your team maintain accountability and adhere to legal requirements.
How does document automation affect productivity?
Document automation boosts productivity by reducing manual tasks and errors. It allows your team to focus on higher-value activities and use time and resources more efficiently. Automated workflows also speed up document processing and approvals.
What industries benefit most from document automation?
Industries like finance, legal, and healthcare benefit greatly from document automation. These sectors handle large volumes of documents and require high accuracy and compliance. Automation helps manage these demands efficiently and securely.
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