Best Compliance Software for Microsoft Excel

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Intelex delivers a unified software system for overseeing Environmental, Health, Safety, and Quality (EHSQ) initiatives. Its expandable platform is crafted to consolidate, oversee, and scrutinize EHS and Quality data comprehensively. The solution works on any device to meet the realities of your workplace. With Intelex, your organization can: Elevate your EHSQ program outcomes by supervising workflows for superior performance and command. Discern patterns and propensities through goal-setting to deepen understanding and improve decision-making in your EHSQ program. Diminish occurrences and cut down on administrative tasks by efficiently supervising, managing, refining, and extracting insights from your safety data via our intuitive safety software. Simplify the management and reporting of air, water, and waste emissions, and oversee environmental outputs to fulfill sustainability objectives. Foster ongoing improvements in quality by seamlessly logging and monitoring all instances of nonconformity within a unified, web-based system. Investigate trends across various departments, sites, or locations. Intelex can help you manage compliance with international standards and regulations such as: OSHA, WCB, ISO 45001, EPA, ISO

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Your Safety & Compliance Made Simple! Businesses that operate in the construction, oil & gas, mining, manufacturing, electrical, plumbing, heating, and excavating industries know all too well how important it is to comply with all mandatory documentation. It is also important to know how a company organizes everything. SiteDocs is an interactive safety management system that transforms organizations from pen-and paper archiving to a fully cloud-based, digital workspace. The system is accessible from any device running iOS or Android and features allow users to work remotely, on mobile, or offline. Employees can now sign and upload photos, add comments, and acknowledge receipt of important documentation. Administrators can also ensure that records, reports and certifications of staff are automatically updated by using the web-based panel's system parameters.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate their due diligence, compliance, risk management and audit activities and reporting into at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs. Kollate-it gets rid of user frustration. The software helps all regulated companies document their processes for review across the business. The software solves a number of problems including: (1) data input dramatically reduces (2) work tasks speed up (3) Activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) Information silos collapse (7) reporting is faster and 24/7 and (8) document retrieval is immediate. The software is agile, adaptable and allows a user to add their own compliance framework. The document management module helps the user to upload their documentation to match their obligations so they can stop switching between multiple applications or trying to locate documents to show how the business meets to its obligations. Customized automation can also be done.

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

You can manage your needs, epics and user stories through a series sprints. Each sprint uses your choice of requirements management, model-based systems engineering (MBSE), and test management. You can also choose to use formal change control, configuration management, and change tracking. Cradle®, our requirements management and systems engineering software tool, integrates your entire project lifecycle into one, highly scalable, integrated, multiuser product. Cradle can handle all your requirements management, model driven, defect tracking, and test management needs, no matter how small or large your projects may be. Cradle's unrivaled feature list, flexibility, simplicity, and low cost make it the perfect choice for anyone new to agile methods, systems engineering, or requirements management.

Kaia is a specialized AI-driven compliance tool focused solely on federal banking regulations and associated regulatory information, which can be accessed through an easy-to-use browser interface that ensures the protection and confidentiality of your business data. This innovative platform allows banks and credit unions to inquire about various regulations, such as Truth in Lending, BSA/AML, or CRA, using natural language, and in return, they receive clear, accurate, and context-aware answers along with practical recommendations. Additionally, users can quickly create new policy and procedure documents that align with the most current requirements, upload existing policies for automated compliance reviews, obtain suggested revisions, and generate updated drafts that can be exported in an editable Microsoft Word format for straightforward customization. Moreover, Kaia has the capability to remember prior questions and corrections related to the same regulatory topic, which enhances its guidance accuracy over time, ensuring that users receive increasingly tailored support as they engage with the tool. This continuous learning aspect not only streamlines compliance efforts but also fosters a deeper understanding of regulatory complexities.

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

Secure and manage all your content across distributed teams, devices and apps. Uncover new business insights, scale compliance and governance, reduce costs, and increase productivity. Right out of the box. Flexible deployment models, robust integration ecosystem, and open APIs to address the business needs of companies in diverse industries and regions, and at different levels of cloud adoption. Egnyte helps thousands of customers take their cloud office strategy into hyper-drive. Transform your approach to content governance, privacy, compliance, and workflow automation with a single, turnkey platform.

It can seem like a never-ending series of tradeoffs to bring breakthrough products to market within highly regulated industries. MasterControl's GxP software simplifies workflows, so you don't have to compromise quality for cost or innovation with regulation. Complete and connected meets flexible and fast. MasterControl Quality Excellence transforms quality data and processes to a competitive edge. Modern software is the first step in modernizing your manufacturing operations. MasterControl Manufacturing Excellence, from work orders to production records (EBR/eDHR), to logbooks and work instructions, is the easiest way to digitalize manufacturing.

Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.

Parapet provides a single platform to manage your enterprise's safety, compliance, audit, and health. Parapet helps you develop a culture of risk awareness and prepare for the worst. Parapet helps enterprises adopt technologies that will improve their decision-making and performance.

Enterprise software to improve business agility. objectiF RPM features include portfolio, requirements, test and risk management. UML/SysML diagrams allow you to visualize requirements, goals, and processes. You can also manage backlogs at different levels (from business use case, user story), plan taskmanagement with Kanban boards and run queries across multiple projects. This allows you to collaborate with distributed teams using one source of information. The software can be customized to meet your corporate needs. It is flexible, extensible, and integrable. It provides templates for agile and mixed project management, digitization programs, and projects following Scaled Agile Framework®, SAFe.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

The Ecobot wetland mapping app is the only platform or software that can provide true efficiency and accuracy for wetland scientists at AEC. This includes counties, state and Federal DOTs, mitigation banking, utility and oil and Gas companies, as well as natural resources consulting firms. Ecobot is available on the Apple App Store for iPhone and iPad. Ecobot is an Esri Startup partner. Spend 50% less time on projects Your reference guides are no longer necessary. Instant, accurate USACE PDFs. Intuitive. There is nothing new to be learned. Ecobot has been used to submit over 7,500 USACE wetland determination forms. Ecobot has cut down on total workload and saved AEC and Environmental consulting over 4,500 hours.

Unify quality processes with QT9's all-in-one cloud-based QMS Software Suite. QT9 QMS is a user-friendly quality management software that includes 25+ modules with unlimited scalability. Automate ISO & FDA Compliance with email alerts, To Do lists and FDA 21 CFR Part 11 Compliant Electronic Approvals. QT9 QMS enables Life Sciences, Biotechnology Companies, Medical Device Manufacturers and Pharmaceutical Companies to digitally transform operations. Get real-time status updates and visualize quality metrics up-to-the-minute. QT9 QMS comes with built-in document control, revision-level controls, corrective actions (CAPAs), Nonconforming products and more. Advance product releases with Deviation Management, Engineering Change Orders, FMEA, Inspection Management Modules Included. Go paperless & put time-consuming tasks on autopilot. QT9 QMS comes ready-to-use. Get a free product tour! Start a Free Trial. Visit QT9qms.com

DNV's Synergi Life HSE and Quality, Risk Management and ESG software solution provides the platform for sharing, collaborating and continuously improving your organization's HSE, risk and sustainability initiatives. Synergi Life is custom-built to help companies effectively monitor risk, incident, quality and operational initiatives, enabling the ability to act on challenging requirements in a fast-moving and high-risk business environment. Synergi Life's HSE software solution is a solid solution for flexible process and workflow implementation across the value chain, contributing to streamlined operations and increased efficiency. • Synergi Life HSE and Quality Management Software: Improve safety standards and elevate quality assurance to attain operational excellence. • Synergi Life Risk and Barrier Management Software: Ensure compliance to regulations and gain control over both business and operational risks. • Synergi Life ESG Software Solution: Effortlessly record and communicate ESG data with assurance and accuracy. For decades, our customers have relied on Synergi Life to gain actionable insights, protect their workforce and embed workflows and processes throughout their organization.

Wildnote offers a robust software solution for the collection and management of environmental field data, particularly suited for projects involving Construction Compliance, Wetland Delineation, and Cultural Resource Management. Its advanced web and mobile applications enable users to: - Accurately and efficiently gather field data, even without internet connectivity - Organize survey images and record GPS metadata with ease - Generate agency-specific reports that meet exact requirements effortlessly By expediting fieldwork and providing thorough data management alongside quality control, Wildnote simplifies the reporting process, making environmental projects more profitable and efficient. Furthermore, the platform has garnered recognition for its contributions to advancing environmental technology through innovation and sustainability, particularly with specialized tools designed to enhance productivity while reducing environmental footprints. In addition, Wildnote’s user-friendly interface ensures that all team members can quickly adapt to its features, maximizing the benefits it offers across various environmental initiatives.

RiskyProject is a complete suite of project risk analysis and project risk management software in one seamless package that is easy to use, integrates with Microsoft Project, Primavera, and other scheduling and planning tools, and covers the complete risk life cycle. RiskyProject includes qualitative risk analysis and risk management as well as quantitative Monte Carlo schedule and cost risk analysis. RiskyProject also includes comprehensive Risk Register. With RiskyProject, you no longer need two or more applications to perform Monte Carlo project risk analysis and manage your project risks. They are now in one easy to use and affordable desktop software. Project risk analysis is a process of defining and analyzing threats and opportunities affecting project schedules. Project risk analysis helps to determine how uncertainties in project task and resources affect project scope, deliverables, cost, duration, and other parameters. Project risk analysis also helps to ranks project tasks and resources based on their risk exposure, calculate overall project risk exposure, and determine efficiency of risk mitigation and response efforts. RiskyProject supports both quantitative and qualitative risk analysis and management. Cost and sch

Fulfill your AML, KYC, and CTF duties with dilisense. For compliance officers, steering through the intricate world of sanctions, along with AML, KYC, and CTF regulations, poses a significant challenge. dilisense delivers a streamlined and dependable solution for sanctions screening and PEP checks, ensuring your organization remains compliant and effectively minimizes risks. Our comprehensive sanctions database encompasses OFAC, EU, OFSI, UN, and beyond, covering more than 80 different sanction lists. Additionally, our PEP and criminal watchlist database spans global, regional, and local sources. dilisense not only offers access through REST API but also allows for the complete database to be downloaded directly to your premises, with frequent updates throughout the day. With competitive pricing starting at just 0.01 EUR per screening, financial considerations become a negligible factor in your compliance and sanctions screening strategy. To facilitate an immediate beginning, we additionally provide Batch Screenings directly from Excel files, requiring no integration or setup effort to get started.

RizePoint stands out as a highly regarded software solution for managing brand, quality, and safety compliance, aimed at assisting businesses in overseeing their entire quality management process—from conducting audits to implementing automated corrective actions. By combining the RizePoint Mobile Auditor application with a cloud-based Management Console, RizePoint offers companies an all-encompassing perspective on their compliance data through a unified platform. This innovative solution is particularly beneficial for organizations operating within the food, hospitality, and retail sectors, ensuring they meet industry standards effectively. With its user-friendly interface and robust features, RizePoint equips businesses with the tools necessary to enhance their compliance efforts and improve overall quality management.

In-STEP BLUE can manage corporate processes, workflows, or standards such as the German V-Modell XT or Automotive SPICE. You can tailor activities and artifacts according to your needs. The software features include project, requirements, document and resource management. You can also manage risk by modifying the version of the software from a central, multi-user Oracle database. Gantt-Charts and dashboards as well as cost planning and resource charts are all available to facilitate tracking progress. Remote access to progress data, scheduling, and other information is possible via the webapp.