Automation and workflow software
Automation and workflow software moves work through an institution without rekeying: process automation, robotic process automation, document processing and work management.
Covers: Process automation and RPA, Workflow and work management, Intelligent document processing, Low-code process platforms.
103 automation and workflow vendors
- 360Globalnet: No-code digital claims management platform and unstructured data analysis for insurers. (Whyteleafe, Surrey, United Kingdom)
- ABBYY: Intelligent document processing and process intelligence software, including KYC document capture and accounts payable automation. (Austin, United States)
- Accenture: AI-powered enterprise products and digital transformation services for banking, insurance, supply chain and other industries. (Dublin, Ireland)
- Acturis: Cloud-based SaaS platform for general insurance brokers, insurers and MGAs. (London, United Kingdom)
- Agiloft: AI-powered contract lifecycle management platform for enterprises. (Redwood City, United States)
- Aisera: Agentic AI for enterprise service: Aisera Assistant, Agent Assist, Agent Composer and AIOps automate IT, HR and customer support workflows, with packaged… (Palo Alto, United States)
- Alation: Data governance and AI agent platform for trusted enterprise data and compliance. (Redwood City, United States)
- Appian: AI-powered process automation, RPA, intelligent document processing, and business process management platform. (McLean, United States)
- Arinco: AI transformation, intelligent platforms and secure cloud services on Microsoft Azure. (Melbourne, VIC, Australia)
- Atlassian: Collaboration and service management software, including Jira, Confluence and Jira Service Management. (Sydney, NSW, Australia)
- Automation Anywhere: Agentic process automation platform combining RPA bots, AI agents and intelligent document processing. (San Jose, United States)
- AutoRek: Intelligent automation platform for financial reconciliation, controls and regulatory reporting. (Glasgow, United Kingdom)
- Baker Hill: Loan origination and risk management platform for commercial, small business and consumer lending. (Carmel, United States)
- Benekiva: End-to-end claims platform for life, annuity, and living benefits carriers. (United States)
- Boost.ai: Conversational AI platform for automating customer and internal support interactions in regulated industries. (Sandnes, Norway)
- Bottomline: Business payments automation, connectivity, cash management and fraud prevention solutions. (Portsmouth, United States)
- Bretton AI: Agentic platform and managed services for financial crime compliance and back-office workflows at regulated institutions. (San Francisco, United States)
- BriteCore: Cloud-native AI-embedded core platform for P&C insurance policy administration. (United States)
- BrokerEngine: Workflow automation software for mortgage brokers, including BrokerEngine and BrokerEngine Plus, with pipeline management, task automation, client… (Brisbane, QLD, Australia)
- BUSINESSNEXT: CRM, lending, and digital banking platforms built for banks and insurers. (Noida, India)
- Canonical: Open source Linux, cloud, Kubernetes and infrastructure software for enterprises. (London, United Kingdom)
- Celonis: Process intelligence platform that gives enterprise AI the operational context needed to analyze, design, and run business processes. (Munich, Germany)
- Checkbox: AI legal front door and no-code workflow automation software for in-house legal and compliance teams. (Sydney, NSW, Australia)
- Cogitate: AI-powered digital insurance platform for policy, billing and claims management. (Atlanta, GA, United States)
- Constantinople: AI-native, end-to-end banking platform delivering accounts, payments, cards, mortgages, loans, operations and compliance as a managed cloud service for banks… (Sydney, NSW, Australia)
- Creatio: AI CRM and workflow platform for marketing, sales, and service with no-code and AI capabilities. (Boston, United States)
- Cresta: AI agents and real-time assistance platform for customer contact center conversations. (Sunnyvale, United States)
- Cytora: AI-powered risk digitization and automation platform for commercial insurance intake and decisioning. (London, United Kingdom)
- Debtrak: Enterprise debt collection software automating consumer debt recovery at scale. (Sydney, NSW, Australia)
- Docmosis: Document generation engine that turns Word templates and data into PDFs and DOCX, as a cloud service, self-hosted container or Java library. (Australia)
- DoxAI: AI-powered document automation, fraud detection, identity verification and data processing for enterprises. (Sydney, NSW, Australia)
- DPDzero: AI-led full-stack collections platform for banks and NBFCs to recover loans end-to-end. (Bengaluru, India)
- Duco: Agentic operations platform automating data preparation, reconciliation and exception management. (London, United Kingdom)
- DXC Technology: Managed IT services, cloud infrastructure, core banking (Hogan, CoreIgnite), insurance platforms (Assure, AMBER), ERP and cybersecurity for large enterprises… (Ashburn, United States)
- Earnix: AI orchestration platform for insurance pricing, underwriting, rating and customer engagement. (Ramat Gan, Israel)
- Flexys: End-to-end debt collection software for banks, lenders and utilities with real-time insight. (Bristol, United Kingdom)
- GBST: Enterprise wealth management software platform for investment administration and advice delivery. (Sydney, NSW, Australia)
- Glia: Banking AI platform automating customer interactions for banks and credit unions. (New York, United States)
- Gloat: AI workforce agents for HR operations, talent management, and workforce planning. (New York, United States)
- Hexure: Digital sales automation platform for life insurance and annuity distribution. (Colorado Springs, United States)
- Hi Marley: AI-powered communication platform connecting carriers, policyholders, and service providers for P&C insurance claims and service. (Boston, MA, United States)
- Hyland: Enterprise content management, intelligent document processing, and process automation platform. (Westlake, United States)
- Hyperscience: Machine learning document processing platform automating extraction and classification for claims, lending and onboarding. (New York, United States)
- IBM: AI-powered software, infrastructure and consulting for hybrid cloud enterprise systems. (Armonk, United States)
- ICS Financial Systems: Modular core banking software solutions for universal, Islamic, digital, retail and specialized banking. (Amman, Jordan)
- Inbest: Benefits calculator and income maximisation platform for financial services and government organisations. (Edinburgh, United Kingdom)
- InfoTrack: Workflow automation, compliance and AI solutions for legal, property and financial services. (Sydney, NSW, Australia)
- Instabase: Agentic document automation platform turning unstructured documents into structured data for claims and onboarding. (San Francisco, United States)
- INSTANDA: AI-augmented no-code insurance platform for policy administration and digital distribution. (London, United Kingdom)
- ISIS Papyrus: Communication and process platform for customer document delivery and business automation. (Brunn am Gebirge, Austria)
- Ivalua: Cloud procurement and spend management platform for source-to-pay processes. (Redwood City, United States)
- Juniper Square: Fund operating system connecting software, data, and administration services for private markets managers. (San Francisco, United States)
- Kalepa: AI underwriting platform for insurers that automates submission processing and risk analysis. (United States)
- komgo: SaaS trade finance platform covering payments, KYC, document tracking, and deal distribution for banks and corporates. (Geneva, Switzerland)
- Kong: API and AI connectivity platform with gateways, management, and governance for enterprises. (San Francisco, United States)
- LAB Group: Digital onboarding, identity verification, and AML/CTF compliance platform for regulated entities. (Melbourne, VIC, Australia)
- Ledge: AI agents that automate financial close, reconciliation, and journal entry preparation. (New York, United States)
- Lextech: Mortgage settlement platform with end-to-end loan processing, automated documentation and e-signing for Australian lenders. (VIC, Australia)
- Lucanet: Cloud platform for financial consolidation, planning, reporting, and tax compliance, built for finance and tax teams. (Berlin, Germany)
- Marloo: AI-powered advice platform automating admin tasks for financial advisers in Australia. (Sydney, NSW, Australia)
- msg.Insurance Suite: Digital insurance operations platform with policy administration, claims, and automation across health, life and P&C. (Germany)
- Netcompany Banking Services: AI-embedded platforms for data management, process automation, and communications in regulated enterprises. (Copenhagen, Denmark)
- New Relic: AI-powered observability platform for monitoring applications, infrastructure, and AI systems. (San Francisco, United States)
- Newgen Software: Low-code process automation platform (NewgenONE) with retail, commercial and SME loan origination workflows. (New Delhi, India)
- NextGen: End-to-end loan origination platform (ApplyOnline) for digital lodgement, assessment, processing and open banking-powered income verification, serving… (Sydney, NSW, Australia)
- Numeric: AI-native financial data platform for close, revenue recognition, and cash management. (San Francisco, United States)
- Nymbus: Cloud-native core banking, digital banking, account opening, and managed services platform for banks and credit unions. (Jacksonville, FL, United States)
- Orgvue: Organizational design and workforce planning platform with AI-driven workforce transformation capabilities. (London, United Kingdom)
- Origence: Loan origination, decisioning and lending services platform for credit unions and dealers. (Irvine, United States)
- Origo: Integration, migration and connectivity solutions for financial services providers and platforms. (Edinburgh, United Kingdom)
- Pegasystems: Enterprise AI decisioning and workflow automation platform for business transformation. (Waltham, United States)
- PeopleStrong: Cloud HCM platform with payroll, talent acquisition, and AI-powered workforce management for Asia-Pacific. (Gurugram, India)
- Plexus: Legal automation platform (Plexus Gateway) for contract management, workflow automation and reporting. (Melbourne, VIC, Australia)
- Posh AI: AI platform selling voice, digital, and employee tools to banks and credit unions across more than 125 financial institutions. (Boston, United States)
- Prima Solutions: Cloud insurance core platforms for P&C, health, pension and borrower protection. (Paris, France)
- Rossum: Intelligent document processing platform: the Rossum Aurora AI model reads invoices, purchase orders and other transactional documents, then validates the… (London, United Kingdom)
- Sensedia: API management, integration platform and AI gateway for financial services and enterprises. (Campinas, Brazil)
- SEON: AI-powered fraud prevention and AML compliance platform with 1,100+ real-time data signals. (Budapest, Hungary)
- ServiceNow: Enterprise workflow platform (Now Platform) covering IT service management, customer service and integrated risk and compliance. (Santa Clara, United States)
- Signzy: AI-powered identity verification, KYC, KYB, AML and fraud detection APIs for financial services. (Bengaluru, India)
- Simetrik: AI-native financial control platform automating reconciliation and accounting operations across payment ecosystems. (Australia)
- Skaleet: SaaS core banking platform for accounts, cards, payments, lending, and savings, built for banks, neobanks, and payment providers. (Boulogne-Billancourt, France)
- Snapsheet: Cloud claims management platform with AI-powered automation and digital payments for P&C insurers. (Chicago, United States)
- Sopra HR Software: HR and payroll software with AI-powered employee experience, administration and analytics. (Paris La Defense, France)
- Sprinklr: AI-native unified customer experience management platform for omnichannel service, social, marketing and insights. (New York, United States)
- Squirro: Enterprise GenAI platform for semantic search, knowledge management, and intelligent automation. (Zurich, Switzerland)
- SS&C Blue Prism: Enterprise automation platform orchestrating digital workers, AI agents and APIs for banks and insurers. (Warrington, United Kingdom)
- SymphonyAI: Vertical AI applications for financial crime detection, compliance and risk management. (Palo Alto, CA, United States)
- Talkdesk: AI-powered contact center and customer experience automation platform for hybrid workforces. (San Francisco, United States)
- TCG Process: No-code process orchestration and document automation platform (OCTO), with claims processing and digital mailroom accelerators. (Switzerland)
- timveroOS: Loan and lease management platform with modular workflows, AI-assisted configuration, and private cloud or on-premises deployment. (London, United Kingdom)
- Topaz: Modular full banking platform (Topaz One) covering core banking, payments, fraud prevention, digital channels, origination and investments for banks, fintechs… (Brazil)
- Tractable: AI-powered damage assessment and vehicle appraisal software for insurers and repairers. (London, United Kingdom)
- Traydstream: AI-powered platform unifying trade execution, financing, and risk management. (London, United Kingdom)
- Tungsten Automation: Intelligent document processing and workflow automation software (TotalAgility), including invoice and accounts payable automation. (Irvine, United States)
- UiPath: Automation platform combining robotic process automation, document understanding and AI agents. (New York, United States)
- Uniphore: Business AI Cloud: data, knowledge, model and agentic layers that let enterprises, including banks and insurers, prepare data, build domain models and… (Palo Alto, United States)
- Unisys: Cloud, cybersecurity, AI, and enterprise computing services for financial institutions and other large organizations. (Blue Bell, United States)
- Workiva: AI-powered platform for financial reporting, audit, risk and sustainability with assured integrated reporting. (Ames, United States)
- Writer: AI agents and workflow automation for enterprise marketing, sales, and operations with built-in compliance and brand controls. (San Francisco, CA, United States)
- Zinnia: End-to-end life and annuity platform connecting product configuration, distribution, underwriting, administration and servicing. (Greenwich, CT, United States)
- Zip: AI platform for enterprise procurement orchestration from intake to pay. (San Francisco, United States)
- Zywave: AI-powered insurance workflow automation, rating, quoting and client engagement software. (Milwaukee, United States)
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Other categories
- AI software for financial services
- Core banking software vendors
- Insurance policy administration and claims software
- Superannuation administration software
- Digital banking platforms
- Loan origination and lending software
- Payments software and infrastructure
- AML, KYC and fraud detection software
- Regulatory reporting and risk management software
- Treasury and ALM software
- Wealth management and investment platforms
- Data and analytics platforms for financial services
- CRM and customer experience software for financial services
- ERP and finance software
- Collections and recoveries software
- Open banking and CDR software
- Cybersecurity vendors for financial services
- Cloud and infrastructure providers for financial services
- HR and payroll software
- Legal and contract management software
- Technology services and consulting firms