Best Data Extraction Software for Microsoft Dynamics 365

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

It shouldn't take long to analyze data from your business solutions. Zuar Runner allows you to automate your ELT/ETL processes, and have data flow from hundreds of sources into one destination. Zuar Runner can manage everything: transport, warehouse, transformation, model, reporting, and monitoring. Our experts will make sure your deployment goes smoothly and quickly.

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

Nintex Process Platform is used by enterprise organizations all over the world to automate, manage and optimize their business process. Nintex Process Platform features include process mapping, workflow automation and document generation. It also includes mobile apps, process intelligence, forms and forms generation, and forms. All of this is done with a drag and drop designer. Nintex Workflow Cloud, the latest version of Nintex Workflow Cloud, accelerates your organization's journey towards digital transformation. Put The Power of Process™ in the hands of your ops and IT professionals, process analysts, business analysts, power users, and more. Digitize forms, workflows and more. The Nintex Process Platform provides the most comprehensive platform for automation and process management. Nintex makes it easy to automate and optimize business processes.

Parseur is the best email parser and document processing platform. With Parseur, automatically extract text from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur will save your business hundreds hours of manual data entry and lets you automate your business. Parseur comes loaded with ready made templates for many industries including food delivery orders (e.g. Grubhub, DoorDash), Google Alerts, real estate leads (e.g. Zillow, Apartments.com), Job applications (e.g. LinkedIn), Bookings (e.g. Airbnb) and many more!

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

Rossum is an AI-based cloud document gateway for automated business communication. Rossum solves four key steps in document-based processes at once: receiving documents across multiple channels, automated understanding, two-way communication to resolve exceptions, and acting on the data using in-depth integrations. Trusted by: Pepsico, Veolia, Siemens, Cushman & Wakefield, and other companies that prefer to build rather than type. What does Rossum bring to the table? Zero-friction deployment: See high AI accuracy right out of the box in Rossum’s free trial and cut down on most maintenance effort thanks to cloud hosting and automated self-learning.
 Highly customizable: Implement powerful configuration APIs while enterprise users can engage Rossum’s dedicated Global Services team. Unified document gateway: Solve everything from security and compliance to IT and user training in one place by adopting a universally capable document solution.
 End-to-end solution: Rossum’s cloud platform takes care of the entire document lifecycle from receiving to internal IT systems posting.

Finmatics is a specialized AI layer for automated document processing that slots into the accounting system you already use, rather than a platform you migrate to. What sets it apart from ordinary OCR is that it understands accounting logic instead of just scanning text: it reads each line item, applies tax rules and most standard charts of accounts (SKR), and proposes traceable bookings in seconds — handling even complex, multi-line documents via promptable AI split bookings. Invoices and receipts of every kind (paper, PDF, e-invoice) are captured centrally, then automatically separated, sorted, and matched to the right client, roughly 99% without manual work. Continuous background checks catch duplicates, missing VAT IDs, and mismatches through automatic VIES lookups. Its Training Center learns your firm's booking behavior over time. Connects natively to DATEV, BMD, RZL, and Agenda. EU-hosted, GDPR-compliant, part of the Visma Group, trusted by 1,300+ firms.

Hyland RPA is an end-to-end automation suite designed to empower an enterprise in the digital transformation journey by automating tasks and streamlining the overall business processes implementation. It features Hyland RPA Attended Automation , which puts the power of task automation in the hands of the business user, enabling the user to remain engaged in the core business process or application while Attended Automation digital assistant performs related required tasks

When you have the expertise of an enterprise partner combined with a scalable, easy-to-use data management suite, you can take back control of your data, access it from anywhere, ensure security and compliance, and unlock its power to grow your business. Why Use Sesame Software? Relational Junction builds, populates, and incrementally refreshes your data automatically. Enhance Data Quality - Convert data from multiple sources into a consistent format – leading to more accurate data, which provides the basis for solid decisions. Gain Insights - Automate the update of information into a central location, you can use your in-house BI tools to build useful reports to avoid costly mistakes. Fixed Price - Avoid high consumption costs with yearly fixed prices and multi-year discounts no matter your data volume.

Automai offers a Robotic Process Automation (RPA) solution that simplifies the automation and management of complex front and back office tasks across various applications. There’s no need for scripting; simply record your processes and refine or enhance them using straightforward commands within a user-friendly interface. Uniquely, Automai's RPA product operates on a shared platform that integrates testing and monitoring tools, enabling scenarios to be created once and applied across multiple functions within the same organization. With Automai's RPA, you can effectively streamline those mundane tasks and processes. Our commitment to evolving robotic automation technology dates back to 2000, when we began mimicking human actions for automated testing purposes. This extensive experience has led to the development of a superior automation solution. Our intelligent robotic automation adapts to the changing variables that humans navigate in decision-making daily, understanding what matters to your business and allowing you to concentrate on more significant challenges. Furthermore, this adaptability ensures that your processes remain efficient and effective even as your business evolves.

Mozart Data is the all-in-one modern data platform for consolidating, organizing, and analyzing your data. Set up a modern data stack in an hour, without any engineering. Start getting more out of your data and making data-driven decisions today.

Connect and centralize data. Transform your data landscape into a flexible powerhouse. Data Virtuality is a data integration platform that allows for instant data access, data centralization, and data governance. Logical Data Warehouse combines materialization and virtualization to provide the best performance. For high data quality, governance, and speed-to-market, create your single source data truth by adding a virtual layer to your existing data environment. Hosted on-premises or in the cloud. Data Virtuality offers three modules: Pipes Professional, Pipes Professional, or Logical Data Warehouse. You can cut down on development time up to 80% Access any data in seconds and automate data workflows with SQL. Rapid BI Prototyping allows for a significantly faster time to market. Data quality is essential for consistent, accurate, and complete data. Metadata repositories can be used to improve master data management.

Crunchafi Data Extraction is a powerful automation tool that enables accounting and audit teams to retrieve, standardize, and analyze client financial data in minutes. By connecting directly to client ERPs via a secure, read-only API, it instantly pulls validated data for trial balances, income statements, and general ledger transactions. The platform delivers a pre-built Excel workbook, saving teams hours of manual formatting while ensuring consistency across engagements. Advanced enrichment features automatically calculate financial ratios, AR/AP agings, and cash flow trends, allowing firms to identify risks and opportunities faster. With real-time visualizations and completeness checks, teams can quickly uncover anomalies and present data-backed insights to clients. Crunchafi maintains enterprise-grade data protection—sensitive information is never extracted unless manually entered, ensuring full confidentiality. Whether used for audits, CAS, or transaction services, the software simplifies every step of financial analysis. Trusted by top CPA firms, Crunchafi turns raw client data into reliable, decision-ready intelligence.

Effortlessly extract vital information from supply chain documents and correspondence without code, allowing data synchronization with any IT infrastructure. This includes business communications that feature forecasts, orders, and delivery confirmations. Spreadsheets can effectively capture all the nuances of your workflow, but a cohesive structure is essential for growth. It is important to establish and uphold consistent data entry standards across various departments. Our AI technology can automatically extract data from emails that include attachments and fill spreadsheets. Since each customer operates differently, adhering to your established protocol may prove difficult. Nonetheless, AI can seamlessly adjust to these variations on your behalf. For instance, you can provide a sample document to create a straightforward template in Excel and ensure the accuracy of the results. By directing emails to a designated and secure email address, templates can be populated with data extracted from incoming messages. Additionally, data can be synchronized with enterprise software, enabling the effective use of structured information throughout your organization while enhancing efficiency and productivity. Implementing such a system not only streamlines operations but also fosters better collaboration among departments.

Kapiche is an analytics and insights product that makes sense of customer feedback data. It empowers you to make better decisions and positively impact your bottom line. Combine multiple data sources to quickly analyze 1000s of customer feedback responses. No setup, no manual coding, no code frames. Discover insights in minutes and not weeks. You can have complete confidence in your analysis. Answer business questions quickly with deep, actionable insights from all customer data sources. It takes only minutes, not weeks. Your insights analysts will provide insight to help ensure buy-in for your CX programs throughout the organization and drive customer-centric, impactful change. It is impossible to make the most effective business decisions using only quantitative customer information. The best insights come from combining qualitative and quantitative data at every stage of the customer journey.

Jump to our product page for more information about our data integration software. This includes solutions for Active Directory and SharePoint. Our data integration solutions offer developers the opportunity to use the flexibility and power offered by the SSIS ETL engine to connect almost any application or data source. Data integration is possible without writing any code. This means that your development can be completed in minutes. Our integration solutions are the most flexible on the market. Our software has intuitive user interfaces that make it easy and flexible to use. Our solution is easy to use and offers the best return on your investment. Our software has many features that will help you achieve the highest performance without consuming too much of your budget.