Best Business Process Automation Tools for Microsoft Excel

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.

A powerful iPaaS platform for integration and business process automation. Linx is a powerful integration platform (iPaaS) that enables organizations to connect all their data sources, systems, and applications. The platform is known for its programming-like flexibility and the resulting ability to handle complex integrations at scale. It is a popular choice for growing businesses looking to embrace a unified integration strategy.

AgilePoint Low-Code Digital Process Platform empowers businesses to accelerate digital transformation. It empowers its multidisciplinary teams with the ability to automate, streamline or consolidate workflows and process, continuously improving customer outcomes, increasing operational effectiveness, driving revenue growth, and ensuring resilience and scalability.

Ultimus is a global leader in low-code digital process automation (BPM) technology. Ultimus solutions automate business processes and optimize them to solve everyday and mission-critical business problems. Ultimus solutions are unique in that they focus on business process effectiveness. They help companies increase revenue and customer relationships. The Ultimus Digital Automation Suite is a comprehensive suite of technologies that was designed to meet the needs of modern digital enterprises. The Ultimus DPA Suite accelerates workflow delivery and maximizes business agility and effectiveness. It enables seamless, enterprise-scale process automation across all devices and use cases. This is possible both within an organization and with customers, suppliers, or partners outside it.

ElectroNeek stands as an Intelligent Automation Platform that is reshaping the landscape of business process management within enterprises. Its core mission involves the fusion of AI bots with employee workflows, resulting in the automation of repetitive tasks and empowering human resources to concentrate on creative and strategic endeavors. ElectroNeek presents a comprehensive array of innovative low-code automation tools, harnessing the capabilities of RPA, IDP, AI, and GPT-4 (Conversational and Generative) technologies.

Planview AdaptiveWork, formerly Clarizen, allows PMOs and professional service delivery teams of any size to gain real-time transparency across all their work. It automates workflows, proactively controls risks, and delivers greater business impact. Align your workforce to the company strategy, and ensure that they are focused on delivering the right things at just the right time. Track, manage and prioritize work requests, and ensure that all requests include all relevant information needed to execute. Bi-directional integration using custom triggers for capturing opportunity details to plan your client's projects. Automate and manage all stages of the request process (submission, scoring and routing) to be considered as projects, tasks, or work.

Cflow is an AI-powered, cloud-based BPM and workflow automation software that streamlines business processes for companies of all sizes.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Experience the ultimate automation platform with Wrk, offering unparalleled ease and comprehensive capabilities. Gain access to a wide range of drag-and-drop API connectors, AI bots, RPA & OCR bots, and even human-based tasks, all consolidated within a single automation platform. Effortlessly connect Wrk Actions through the user-friendly Wrkflow Designer, empowering you to construct a fully customized end-to-end automation solution that precisely aligns with your unique processes. Start automating today with Wrk, for FREE!

The Decisions Platform is a no code business automation solution that focuses primarily on data handling, process automation and business rule execution. The Decisions Platform includes a workflow engine, a form designer, form designer, report/or dashboard builder and an open API and SDK. It offers a complete business process management solution for large companies and software company partners. Decisions is a visual, drag-and-drop, no-code design technology that was built and tested to help organizations automate a variety of business processes.

RPA software robots integrate with pre-existing systems to increase productivity, speed up decision making, and lower error rates. This allows companies to delegate repetitive and manual tasks to robots, which is a great way to expand. It allows companies to automate their processes technologically, a true digital revolution. TheEye's flexibility and ability to seamlessly integrate workflows without having to change policies is what makes it stand out. It also acts as a technological bridge that allows you to centralize all your existing and new systems without having to purchase expensive licenses. Once the robots have been integrated with their team via TheEye, they can take care of tasks that nobody wants to do. They also save money and don't make mistakes. This allows talent to be aligned with the business and increases its value.

This video explains how our end to end AP automation digitizes, improves and makes your AP department 500x more efficient. Our software integrates seamlessly into your business and takes control over your invoice process and any other workflow. All you need to do is work from home and receive invoices electronically, enter details, and approve invoices. CoreIntegrator automates a lot of the repetitive and tedious data entry! To save time, we use optical character recognition technology, Verified Automated AP data capture, Smart AP robotic process automation, and our cloud-based AP automation tool, A/P One. This combination of tools can help your company save $6.00 per invoice, or more, even if your AP staff works remotely.

Build complex automations up to 10x faster without battling APIs. The days of slogging through a mess of scripts is over. JavaScript is the best choice when you want flexibility, and UI for all other tasks. n8n lets you build flexible workflows that are focused on deep data integration. With a user-friendly interface and templates that can be shared, even the less technically minded members of your team can work together on them. Contrary to other tools, complexity does not limit you. You can build anything you want, without worrying about budget. Connect APIs without code to automate basic functions. You can also use vanilla Javascript to manipulate complex data. You can implement more than one trigger. You can branch and merge your workflows. You can even pause flows while you wait for external events. Custom HTTP requests allow you to easily interface with any API or service. Separate dev and production environments with different sets of authentication data to avoid breaking live workflows.

Fieldguide automates the assurance and advisory processes by providing a collaborative platform and workflow automation. Eliminate routine work. Automated engagements can improve productivity and eliminate errors throughout the engagement lifecycle, including reporting and requests. Are you tired of data scattered across multiple applications? All your engagements can be consolidated on one, cloud-native platform. Since the 90s, technology has advanced a lot. Your clients expect seamless, collaborative experiences. Fieldguide can be used by one practice or the entire firm. Fieldguide is an automation platform and collaboration platform that modern advisory and assurance firms can use. Fieldguide digitizes all aspects of engagement, from requests to reporting, on a single cloud-native platform. Our platform has been trusted by top CPA firms by ex-Big Four practitioners and technology leaders.

Create automations and manage exceptions in intuitive English. Automate in a simple and intuitive way processes that have large volumes of transactions, unstructured and structured data, and workflows with complex exceptions. RPA has historically had difficulty automating processes that encounter exceptions. Document-heavy workflows are a good example. Kognitos uses a fundamentally new approach, allowing users to teach automation how to handle exceptions by using natural language. Kognitos mimics how we teach each other to resolve errors and edge-cases by using intuitive prompting, which puts humans in charge. Automation can be trained just like you would train a human to work through experience and examples.