Best Document Management Software for Microsoft Power BI

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.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

At MyQ, the core belief is that print solutions should be automated, personalized, and easy to use, allowing people to focus on what matters most in their daily work. This principle is reflected in MyQ’s approach to our product design, combining intuitive user experiences with strong data security and efficient document workflows. MyQ’s print management solutions strengthen document security while helping organizations reduce costs, save time, and lower their environmental impact.

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.

Artintech ERP is a comprehensive enterprise resource planning solution designed to optimize and streamline your business operations across various departments. Tailored for small to medium-sized enterprises (SMEs), Artintech ERP offers robust functionality with a user-friendly interface, allowing businesses to seamlessly manage their resources, inventory, human capital, finances, and customer relations all in one integrated platform. Why Choose Artintech ERP? * User-Friendly Interface: Designed for ease of use, Artintech ERP minimizes the learning curve, ensuring a smooth transition and quick adoption across your organization. * Cloud-Based Flexibility: Access your ERP system anytime, anywhere, with our secure cloud-based solution, which provides the flexibility to manage your business on the go. * Comprehensive Support: Our dedicated support team is available to assist you every step of the way, from initial implementation to ongoing maintenance and updates.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

Gigasheet applies AI to healthcare price transparency data to deliver market intelligence for providers, payers, and consultants. The platform structures Transparency in Coverage datasets at scale and analyzes them to benchmark reimbursement rates, identify outliers, and surface opportunities for savings or growth. Organizations can integrate their own claims, contract, or network data within a high-scale spreadsheet-style interface to create a complete view of market dynamics. Gigasheet’s AI agent produces consultant-grade reports, dashboards, and executive summaries, allowing teams to improve contracting and strategy decisions without relying on complex technical workflows.

Assai's Document Management system (DMS or eDMS) is designed to help you easily store, manage, and access all of your important documents and information in one central, easily searchable repository. Whether you're looking for documents, drawings, correspondence, emails, contracts, or purchase orders, our system allows you to quickly find what you need using comprehensive search options on metadata and content. One of the key benefits of our DMS is that you have complete control over access to your documents and information. This means that you can easily manage who has access to what, ensuring that your team always has the latest versions of the documents they need. In addition to providing a central repository for your documents and information, Assai's Document Control system also allows you to streamline and control workflows. With our system, you can easily set up and maintain workflows, making use of user inboxes, automatic workflow assignments, and forwarding. And with our Enterprise Content Management capabilities, we're able to support even the most complex projects and operations. Get a grip on your projects, assets, documents and data with our Common Data Environment.

Kizeo Forms is a powerful, intuitive mobile data collection application designed to streamline your business processes. Whether you're in construction, real estate, healthcare, or any industry requiring field data collection, Kizeo Forms provides a comprehensive solution to create, customize, and manage digital forms with ease. Key Features: Customizable Forms: Design forms to suit your unique business needs using our user-friendly form builder. Add fields for text, photos, GPS coordinates, signatures, and more. Offline Functionality: Collect data in remote locations without internet access. Sync automatically once you're back online. Real-time Data Sharing: Instantly share collected data with your team, clients, or back-office systems. Improve collaboration and decision-making. Advanced Integration: Seamlessly integrate with various third-party tools and platforms like Google Sheets, Microsoft Excel, and cloud storage solutions. Automated Workflows: Automate data processing and workflows to save time and reduce errors. Generate custom reports and trigger email notifications effortlessly. Secure and Compliant: Ensure your data is protected with advanced security features and compliance with industry standards.

UniPhi serves as a comprehensive Portfolio Tracking Management application that showcases the performance of various projects. Its transparent interface allows clients, staff, and project owners to easily spot issues, foster collaboration, and conduct predictive analytics through the 'Summary Tools' available on the dashboard. By utilizing color-coded status indicators, leaders can swiftly differentiate between projects that are progressing well and those that may face potential setbacks. The entire suite is designed for mobile accessibility and is robustly cloud-based, ensuring reliability. Additional functionalities encompass Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management, making it an all-encompassing solution for project oversight. With its user-friendly features, UniPhi enhances the overall project management experience.

Powell 365, which is made up of two pillars * Powell Intranet for Corporate Communications and Employee Engagement * Powell Teams to improve Microsoft Teams with IT governance and better usage for end-users Our templates are both customizable and ready-to-use. They can be used to improve communication and collaboration and to transform business processes in the hybrid office. Powell 365 is a Digital Workplace that uses Microsoft 365 and is open to third-party cloud providers. This allows you to maximize the potential of your Microsoft 365 investment in order to get the most from your Digital Workplace. Powell 365 provides ready-to-use, fully customizable templates that can be used to bridge the Intranet with Microsoft Teams. It is easy to install and can be customized to meet your needs. It allows for the digitalization business processes, such as employee onboarding or sales RFPs.

Therefore™ information management software empowers organizations to efficiently, economically, and securely store, manage, and process all types of business information. Say goodbye to the hassle of searching for documents; instead, enjoy a seamless and rapid flow of information that provides a competitive advantage for your business. With our solution, you can reduce document-related operational costs while ensuring real-time and secure web access to vital company information. Missing documents will be a thing of the past, as you can rest assured that your data is securely stored and accessible only to authorized users. Developed by Therefore Corporation, our software is specifically crafted to enhance employee efficiency and productivity, minimizing the time spent on tedious administrative duties and paper-heavy processes. By converting traditional paper documents and workflows into digital formats, we facilitate a smoother transition to a more organized and effective work environment. This transformation not only streamlines operations but also fosters a culture of accountability and accessibility within your organization.

BIS, a company that has 35 years of experience in developing and delivering innovative technology, built Grooper from the ground up. Grooper is an intelligent data processing and digital data integration tool that allows organizations to extract meaningful information out of paper/electronic documents, and other unstructured data. The platform combines advanced image processing, capture technology and machine learning with optical character recognition to enrich data and embed human comprehension. Grooper is a foundation for many industry-first solutions, including in healthcare, financial services and education.

Leah, formerly ContractPodAi, provides agentic AI solutions that harmonize workflows, empower teams, and unleash enterprise potential through automation and domain expertise across legal, procurement, finance, and beyond. Leah Legal streamlines legal processes with: AI-driven drafting, guided review, redlining, multi-document data extraction, intelligent repository search, real-time analytics, and an always-available legal helpdesk. Teams get processing efficiencies, clearer insights, and immediate access to accurate legal information, reducing effort, improving consistency, and enabling smarter, more efficient decision-making across the organization. Leah Agentic CLM unifies the entire contract lifecycle into one intelligent solution bringing together AI-powered authoring, automated workflows, advanced search, dynamic analytics, smart repository management, and conversational legal assistance. Teams gain end-to-end visibility, faster creation and review cycles, structured governance, and real-time insights. With integrated dashboards, automated redlining, intelligent task management, and centralized data, organizations work more efficiently, reduce risk, and make decisions with clarity and confidence. Leah Agentic OS is an enterprise operating system that enables organizations to design, deploy, and govern intelligent AI agents across the business. Leah Agentic OS gives enterprises the infrastructure to move beyond basic automation by powering agents that reason, decide, and act across departments like Legal, Finance, Procurement, HR, IT, and more.

CRES represents a comprehensive integration of Real Estate Data, Documents, Business Processes, and Business Intelligence. By utilizing CRES Technology, real estate firms can effectively tackle challenges related to IT operations and boost their business productivity. Our solutions are seamlessly integrated with property management systems like MRI, Yardi, VTS, or RealPage, leveraging the power of Office 365 and Azure Cloud. The expertise of our principals and technical staff is rooted in the real estate sector, with decades of leadership experience spanning various domains, including technology, business process management, finance, human resources, and customer service. Our dedicated team, equipped with extensive experience in real estate, approaches technological challenges with high standards, providing solutions that enhance business processes and elevate the productivity of any real estate organization. Moreover, we are committed to continuous improvement, ensuring that our clients remain competitive in a rapidly evolving market.

Bigle is an innovative legal tech company. It offers 4 products in its software suite: Bigle CLM (a legal AI), Bigle Sign, and Bigle Academy. The company's goal is to streamline legal operations for companies, improve security and minimise the risk of legal contingencies. The platform allows professionals the ability to create documents automatically, share them with others for review, validate in real time, collaborate virtually, and negotiate. It also has its own electronic signing. Bigle has created a generative artificial-intelligence assistant, Libra. It is connected to the CLM platform developed for legal departments. Libra is an expert on the legal field, and offers a secure, confidential environment. The technology company is a leader and pioneer in the field of document automation without codes. It has a global reach and clients such as large corporations and law firms.

DocuQuest offers an entirely automated solution that manages the entire lifecycle of documents, starting from their creation, moving through the approval and issuance stages, and finally leading to archiving and destruction in accordance with retention guidelines. Documents often become disorganized, scattered across SharePoint drives and personal computers, making it challenging to verify that only authorized individuals can create controlled documents. Many organizations face issues like manual or absent approval processes, leading to confusion over which document version is the most current, and personnel may inadvertently access outdated versions. Additionally, the difficulties in locating documents often stem from a lack of structured processes for reviewing, initiating, or controlling content revisions, resulting in non-compliance with corporate retention policies regarding archiving and disposal. With DocuQuest, you can effectively oversee all your controlled documents from their inception through revisions and ultimately to archiving and destruction, ensuring that the right information is accessible whenever and wherever it is needed across any device. Moreover, the system guarantees complete version control and generates an automatic history log to maintain compliance. This approach not only streamlines document management but also enhances accountability and traceability within your organization.

With intuitive navigation and top-tier search capabilities, your intranet becomes an essential tool for enhancing productivity. Simplifying the process for users to locate necessary resources is crucial. Transform collaboration from mere jargon into tangible outcomes through Bonzai’s user-friendly intranet solution. Bonzai ensures that your team can effortlessly access vital people, content, and file-sharing resources, all supported by our exceptional search functionality. Maintain momentum with integrated team collaboration tools, streamlined workflows, and features for document access, editing, and downloading. Whether you aim to relay your business objectives to the entire organization or target a specific audience, Bonzai equips you with the necessary tools to amplify your message effectively. Boost employee engagement by enabling them to comment, like, and share posts, fostering a vibrant workplace culture. Ultimately, you can witness the success of your internal communication strategy like never before, leading to a more engaged and connected workforce.

Azquo represents a revolutionary advancement in Business Intelligence, designed to conserve both time and resources by merging processing, calculation, and analytics into one cohesive platform that integrates effortlessly with Excel. Featuring its distinctive Smart Data Store, it functions as a virtual ‘Satellite Data Warehouse,’ linking to all internal and external data sources without disrupting existing systems. The platform's control and reporting interface is based in Excel, allowing Line of Business Analysts to easily extract necessary information while ensuring complete transparency for their Data Scientist counterparts in the I.T. department. Azquo® introduces a fresh perspective on Business Intelligence, transforming the way data is stored, labeled, and utilized by computers. No other reporting system can match the adaptable efficiencies that Azquo offers. Instead of labeling it merely as a database, we emphasize that it lacks the dimensionality typically associated with traditional databases, highlighting its unique approach to data management. This innovative design fundamentally changes how businesses interact with their data, ultimately enhancing decision-making processes across the organization.

Document and Data Preservation. The NeoLedge ECM and EDM solution provides a robust electronic archiving system. Document and data preservation is a meticulously regulated process involving the recording, storing, and retrieving of information. In contrast to traditional physical archiving, which can be prohibitively expensive and cumbersome, electronic archiving offers a more efficient, cost-effective, and secure alternative. Nevertheless, this modern approach to document storage must comply with specific standards to ensure its effectiveness. What measures are in place to maintain the integrity of digitally stored documents throughout their entire lifecycle? The NeoLedge ECM archiving solution not only streamlines the process from scanning to electronic document archiving but also fortifies data confidentiality by implementing stringent retention policies. Furthermore, our archiving solution is designed to seamlessly connect with any external Electronic Records Management (ERM) system, providing a reliable method for securely archiving all your documents. In this way, organizations can ensure comprehensive compliance and security in their document management practices.

The adaptable Collaboration Suite designed for high-performing teams, SmartShare consolidates all essential updates into one centralized platform. Its renowned Company Overview feature provides a comprehensive snapshot of customer-related information on a single screen, including details about active projects, deals, contracts, and offerings. SmartShare enhances organizational structure by streamlining the way individuals collaborate and share data. With the centralization of information, teamwork among colleagues and departments sees significant improvement, leading to feedback from customers indicating an average time savings of one hour per employee each day. A sophisticated, integrated access rights management system ensures that data is safeguarded and accessible only to authorized personnel. Access permissions can be customized at various levels, including individual, team, binder, project, and document, providing flexibility and security. Moreover, the incorporation of email management within the shared environment significantly boosts productivity and fosters effective collaboration among team members. This innovative approach not only simplifies communication but also enhances the overall efficiency of the working process.

atQor Vault serves as a comprehensive document management solution that oversees the entire lifecycle of documents, manages information flow, and ensures compliance with industry standards and regulations. By facilitating secure collaboration, it enhances organizational productivity significantly. This Electronic Document Management System (EDMS) allows users to store electronic files on a centralized platform, enabling complete tracking from creation through to final approval and archival, complete with robust approval procedures, version control, and security measures. Designed to cater to the compliance and collaborative needs of various industries, atQor Vault is a ready-to-implement solution. Its integrated document management and workflow capabilities streamline the processes of editing, reviewing, approving, and publishing documents. Furthermore, it simplifies document creation, organization, and retrieval for users, who can conveniently access files from any device, anywhere, thereby enhancing overall operational efficiency. Overall, atQor Vault not only meets regulatory demands but also empowers users to manage their documents with ease and security.

In today's fast-paced environment, information evolves rapidly, compelling professionals to operate both efficiently and with a high degree of accuracy. The manner in which information is stored, shared, and accessed plays a crucial role in this process. With Zenya DOC, the document management system (DMS) from Infoland, users can manage information flows with ease, ensuring access to accurate and pertinent data from any location at any time. This allows them to engage with the most relevant information without unnecessary effort. Users can quickly locate data through a variety of filters and search suggestions, while also keeping documents and workflows current, whether working individually or collaboratively. The platform facilitates the sharing of documents with both internal teams and external stakeholders, ensuring that assessment and authorization processes are streamlined. Immediate access to the most pertinent information is enabled through focused inquiries. With over two decades of expertise in document management across multiple sectors, we are well-equipped to share best practices and provide guidance to help you embark on your document management journey effectively. Our commitment is to empower you to achieve your goals swiftly and efficiently.