Compare Breeze vs. MySmartPlans

Questionnaires, audits, and RFPs consume a significant amount of your experts' time. Turn this administrative burden into an engine to win. Optivalue.ai reduces response times by up to 90% by automating information discovery and response drafting, allowing your experts to focus on the high-impact personalization that wins bids. Here's how it works: Understanding: Connected to your systems, it acts as an expert librarian. It reads and understands your entire knowledge base to know precisely where the best information is for any question. Submission: You submit a questionnaire to it. Response: In minutes, it generates a complete draft response using the most relevant excerpts from your own documents. Every answer becomes a verified fact. For perfect traceability, every statement is substantiated. Optivalue.ai precisely cites the source document, page, and date. You don't just answer correctly—you prove it. It’s an engine for organizational improvement. Optivalue.ai performs a gap analysis to identify weaknesses in your documentation. The proposed improvements build your team's expertise. By implementing these recommendations to update your internal documents, you drive lasting progress across your entire organization. Your data security is guaranteed. Optivalue.ai is built with enterprise-grade security, compliant with strict standards like GDPR, HIPAA, ISO, and FedRAMP, allowing you to manage your most sensitive data with complete confidence. All our plans include unlimited users and projects. Start your 14-day free trial. No credit card required. No commitment.

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration AUTOMATED SALES PROPOSALS & SOWs Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.

Newforma provides specialized project information management software designed to improve collaboration and efficiency for professionals in the AECO industry. Its flagship products—Newforma Konekt, Project Center, and Constructex—offer tools for BIM coordination, real-time project communication, document control, and submittal management. Newforma Konekt’s 2D/3D viewer allows users to view multiple IFC models with a single click, facilitating enhanced BIM collaboration. The platform integrates email management directly into project workflows, helping teams eliminate email chaos and improve accountability. Newforma’s cloud-hosted and on-premise options allow firms to manage data securely while accelerating project delivery times and reducing risk. Widely adopted by the world’s largest firms, Newforma supports millions of projects and billions of emails, demonstrating its scalability and reliability. Customer testimonials highlight significant time and cost savings achieved through streamlined workflows. Overall, Newforma fosters improved communication, organization, and risk mitigation for construction projects.

Since 2022, ShapeNet management software has been implemented in hundreds of health clubs, country clubs and wellness centers. Services include Texting, Mobile Apps, Scheduling, POS, Door Access, Loyalty Points, Sales CRM, Billing, Fitness Videos, and the ability to pass CC fees to your members. Our software will increase Employee Productivity and Improve your Member retention.

Our AI is your best agent, trained to answer all questions and guide customers through every step of their journey, 24/7. Our AI is cost-effective, quick, and offers out-of-the-box domain knowledge and integration. Enterprise Bot's conversational AI is superior and can understand and respond to user requests in multiple languages. Our domain knowledge allows for high accuracy and record-breaking time-to-market. We offer automation solutions that integrate into core systems, whether it's commercial or retail banking, asset, or wealth management. You can check the status of trades, pay your credit card bills, send offers and much more. To increase sales and cross-sell, provide simple answers to complex questions about insurance products. Our smart flows will allow customers to quickly report claims using our smart flows. Our AI interface allows customers to ask questions about ticketing, book tickets, check train schedules and provide feedback.

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

SurveyLegend is the next generation of online surveys -- engaging, platform-independent, & beautiful. We empower individuals and companies to create beautiful, mobile-friendly surveys. You can create stunning surveys, forms and polls, polls, voting and questionnaires, NPS customer satisfaction, customer experience surveys, employee satisfaction surveys... using your computer or tablet. You can also customize the look of your survey with eye-catching graphics that are informative. Drag and drop is all you need to create questionnaires. It's never been easier to listen to customers, measure employee satisfaction, manage client experience, and maintain student & employee engagement. SurveyLegend is used by thousands of people all over the globe, including amazing companies like L'Oreal and Universal, Harvard, Greenpeace and Airbnb, as well as individuals and start-ups like CocaCola, Roche, Sony, Universal, Harvard, Greenpeace and Greenpeace.

ONLYOFFICE Docs is a secure online office suite for teams and businesses of all sizes. Create and edit docs, sheets, slides, fillable forms and PDFs. Collaborate with your teammates in real time using two co-editing modes, version history and other tools. Enable the AI assistant of your choice — ChatGPT, DeepSeek, Mistral, Groq AI, etc. Generate new content, summarize, translate and do more with your favourite AI tool while working on office files. Integrate ONLYOFFICE Docs into your business platform, whether it be Odoo, Alfresco, Confluence, Pipedrive, Nextcloud, Redmine, SuiteCRM, etc., via an integration app (40+ available integrations). Use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform equipped with the online office suite. Create dedicated spaces for different purposes, invite your teammates, assign access permissions and collaborate the way you like. With DocSpace, you can store, share and co-edit office files, and even interact with third parties.

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.