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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transform your concepts into tangible outcomes using Collavate, a reliable cloud-based platform designed for seamless collaboration and document review processes. You can create, edit, and draft your documents while easily sharing them with other teams for additional feedback. By tagging specific individuals, you can guarantee their valuable insights are included! All documents uploaded through Collavate are managed by the Document Manager, which oversees permissions for each submission. The design of the approval workflow is straightforward and user-friendly. Collavate is compatible with various devices, including web browsers, mobile phones, printed copies, and e-ink displays. Our aim is to enable approvers to concentrate more on the content of the documents rather than the logistics of accessing them. Tailored to your specific requirements, Collavate allows customization of the approval process to align with your team’s structure and workflows, ensuring optimal collaboration and oversight. With Collavate, your team can streamline their processes and enhance productivity.

Description

The most powerful digitization tool on the market. Processes a wide range digital, scanned, or printed document types. Submit documents in any format and file type. With hundreds of integrations available, you can stay hands-off when it comes to data entry, manual validation or account code tagging. Stay in control of your import and export with automatic notifications and approvals. You can trigger approvals based upon events. Send approvals at once to team members, stakeholders, or clients. Multi-layered approvals in your preferred format (email, mobile app, or in app) will reduce friction. You can now see your finances in real-time every time you use your preferred tools. This eliminates human error and allows you to report accurately.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Docs Yes 
Google Drive Yes 
DinePlan No 
Google Chat Yes 
JSON No 
Lavu No 
Lightspeed Retail No 
Loyverse POS No 
Mindbody No 
Model Context Protocol (MCP) No 
Mosaic No 
NetSuite No 
QuickBooks Online No 
Revel No 
SAP Cloud Platform No 
Slack Yes 
Snowflake No 
StoreHub No 
TCPOS No 
Tableau No 

Integrations

Google Docs Yes 
Google Drive Yes 
DinePlan Yes 
Google Chat No 
JSON Yes 
Lavu Yes 
Lightspeed Retail Yes 
Loyverse POS Yes 
Mindbody Yes 
Model Context Protocol (MCP) Yes 
Mosaic Yes 
NetSuite Yes 
QuickBooks Online Yes 
Revel Yes 
SAP Cloud Platform Yes 
Slack No 
Snowflake Yes 
StoreHub Yes 
TCPOS Yes 
Tableau Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Collavate

Founded

2013

Country

United States

Website

www.collavate.com

Vendor Details

Company Name

fileAI

Country

Singapore

Website

www.file.ai/

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly No 
Document Indexing No 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Data Preparation

Collaboration Tools No 
Data Access No 
Data Blending No 
Data Cleansing No 
Data Governance No 
Data Mashup No 
Data Modeling No 
Data Transformation No 
Machine Learning No 
Visual User Interface No 

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