5 Best Solutions for Document Automation
Here, we’ll compare the pros and cons of some of the best document workflow automation solutions.
1. Document AI
Unlike any other solution on this list, Document AI is completely custom to every business. Rather than offering a ready-made solution, we build it specifically for your custom schema and documents.
It’s also incredibly versatile. We can train it to handle any type of document, from receipts to bank statements, and perform any document task relevant to your business. This can include anything from document classification to data normalization.
Finally, we either host the solution on our cloud or integrate it with your other systems, depending on what matters more – wider-scale automation or cost-efficency?
- Trained on your data
- Customized for your specific use case
- Able to learn on its own thanks to machine learning capabilities
- Requires bigger investment than ready-made solutions
DataSnipper simplifies data extraction and cross-referencing between documents and Excel data. It has a user-friendly interface and performance metrics dashboard, which can come in handy. Cross-referencing helps maintain data integrity and accuracy; performance metrics help optimize your workflow.
However, DataSnipper is by and large focused solely on Excel. It works as an Excel add-in and requires users to import documents, such as PDFs or images, into Excel in order for it to work.
Once the documents are imported, DataSnipper can identify, extract, and reconcile data found in those documents.
- Automates critical document tasks
- Easy to use
- Not customized for different use cases
- Low versatility
- Poor integration capabilities
Docsumo is an AI platform that automates a number of document processing tasks, including document classification and data extraction. It offers a satisfying level of versatility, allowing users to send documents via emails, API, cloud drive, or local machine and process unstructured data, too.
Customers can choose between using pre-trained models and training the models on their data. While this is a great option to have, not all businesses are ready to train AI models themselves. It requires significant technical expertise, not to mention time-consuming — data preparation alone, for example, can take months.
Still, Docsumo probably offers a satisfying level of accuracy even when powered by pre-trained models.
- Very versatile
- Good integration capabilities
- Machine learning capabilities
- Only a DIY, and no done-for-you customization option
- Can’t be adapted to other use cases by users
- Can’t be hosted on company infrastructure
PandaDoc offers an all-in-one document automation solution that streamlines the creation, distribution, and electronic signing of documents. It's particularly useful for teams looking to enhance their document workflow while maintaining brand consistency.
The platform provides a range of templates and customization options, enabling businesses to create professional, branded documents quickly. Its electronic signature feature also expedites the approval process, making it easier to close deals and finalize agreements.
With that said, PandaDoc is probably not the best solution if you’re looking for a more robust and feature-rich tool. It may not be suitable for companies with document-heavy workflows, or those who need ways to extract and preserve important data.
- Drag-and-drop document builder
- Intermediate integration capabilities (native CRM integrations)
- Document creation is template-based
- Doesn’t seem to have any document classification or data extraction capabilities
Avokaado could be described as a contract management system, providing a secure and efficient way to manage contracts from creation to execution. Its focus on collaboration and integration with external systems makes it a good choice for industries that rely heavily on contractual agreements.
It simplifies contract management by automating the drafting, negotiation, approval, and storage of contracts. Its centralized system ensures that all parties have access to the most up-to-date versions of documents, reducing the risk of miscommunication and errors.
The platform's dynamic template library and clause library also make it easy to build contracts using pre-approved content. However, if you’re looking for a more multi-purpose solution — i.e., need to automate other document tasks, and not just those pertaining to contracts — you should probably choose another one.
- Helps streamline content management
- Semi-flexible integration capabilities
- Doesn’t support other document types
- Contact drafting is based on ready-made templates and may lack personalization
Get Your Custom Document Automation Tool Today
The right automation tool can transform your document management system — and make you drastically more efficient. To get those results faster, choose a tool that adapts to your needs, like Document AI.
Instead of coming ready-made, Document AI is entirely customized for your specific workflow and trained on your data by our experts. Development takes as little as 6 to 8 weeks.
See how it works live today.