Morgan Stanley Expansion Capital is a private equity platform targeting late-stage growth investments in technology, health care, consumer, digital media and other high-growth sectors. For nearly three decades, Morgan Stanley has successfully pursued growth investment opportunities. Expansion Capital’s experienced investment team combines extensive growth equity and franchise experience to pursue a value-creation strategy focused on operational and financial measures. The team works closely with the successful entrepreneurs and business professionals underlying its investments to assist in building proprietary advantage for portfolio companies. Expansion Capital also leverages the brand and global network of Morgan Stanley to source investment intelligence and opportunities.

Morgan Stanley Expansion Capital

General Catalyst is a venture capital firm that provides early-stage and growth equity investments. The company provides ongoing momentum that accelerates ideas, careers, and companies toward standout success.

General Catalyst

HighSage is a venture capital firm funded by permanent capital and invests in public and private companies. The company was founded in 2019 and is based in Boston, Massachusetts, United States.

HighSage Ventures

Founded in 2011, G Squared is aligned with a fundamental shift: venture-backed companies stay private longer. As a result, private companies need both primary capital to continue their growth trajectory and transitional capital to provide liquidity to early investors, current and former employees, and other sellers. Positioned at the crux of this liquidity access challenge, G Squared partners with portfolio companies throughout their lifecycle using a fundamentally different approach than traditional VCs. The company invests in companies that challenge the status quo and demonstrate a clear path to superior returns, partnering with world-class entrepreneurs tackling big problems. G Squared funds have invested in household names such as 23andMe, Coursera, Instacart, Lyft, Pinterest, and Spotify, as well as in the next generation of disruptors, including Asana, Blend, Bolt, Brex, Capsule, Flexport, Impossible Foods, Toast, and Turo.

G Squared

UiPath Ventures is an investment arm of UiPath.

UiPath Ventures

airSlate

airSlate is a global SaaS technology company that provides no-code business process automation and document management solutions. The company's PDF editing, e-signature workflow, and business process automation solutions empower users to digitally transform their businesses to run faster and easier. airSlate, pdfFiller, signNow, and USLegal make up the company's portfolio of award-winning products.

airSlate is a no-code business process automation platform that enables organizations to digitally transform their document-based processes. The company's solutions encompass e-signing, automation, contract negotiation, document generation, and web forms within a single platform. airSlate's technology does not require advanced technical knowledge or programming skills, allowing users to configure and automate processes without writing code. This user-friendly approach provides organizations with faster and more efficient operations, enabling them to focus on higher-value goals instead of mundane paperwork and time-consuming tasks. For educational institutions specifically, airSlate's solutions help streamline processes such as Individualized Education Programs (IEPs), teacher contracts, purchases, resolutions, staff hiring, and work orders through digital transformation.

COVID-19 and the digital transformation of education: An interview with Brian Lawrence, airSlate’s VP of sales

Tools for streamlining or improving one or more aspects of contractual agreements

Contract Management Tools

<div>airSlate is a no-code framework-derived workflow automation platform that offers solutions for document generation, contract management, contract negotiation, and robotic process automation (RPA) across all types of business functions, including but not limited to HR, accounting, and marketing. Users can build automation for a number of different document workflows via the platform&rsquo;s drag-and-drop interface and use pre-built RPA bots to automate routing, approvals, data analytics, and notifications. Moreover, the platform also enables users to build web forms and online surveys to collect feedback, run evaluations, and launch online registrations.&nbsp;</div>

Automation to improve business efficiency

Workflow Automation Platforms

GMO GlobalSign and airSlate Announce Webinar: Combatting Digital Fraud: Advanced Cryptography, AI, and Secure Digital Signatures

airSlate is a no-code business process automation platform that enables organizations to digitally transform their document-based processes. The company's solutions encompass e-signing, automation, contract negotiation, document generation, and web forms within a single platform. airSlate's technology does not require advanced technical knowledge or programming skills, allowing users to configure and automate processes without writing code. This user-friendly approach provides organizations with faster and more efficient operations, enabling them to focus on higher-value goals instead of mundane paperwork and time-consuming tasks. For educational institutions specifically, airSlate's solutions help streamline processes such as Individualized Education Programs (IEPs), teacher contracts, purchases, resolutions, staff hiring, and work orders through digital transformation.
Key customers and partnerships
airSlate has partnered with educational institutions like the University of Michigan and San Diego's NewSchool of Architecture and Design to digitally transform their processes and enhance the learning experience for students, teachers, and staff.

DocuCollab offers a contract management software solution designed specifically for the healthcare and pharmaceutical industries. The company's platform allows companies in these sectors to effectively manage their contractual processes, from patient admissions to sourcing patented drugs. DocuCollab's software facilitates real-time collaboration, document sharing, and change tracking, enabling users to engage with technology and collaborate securely. The software's ease of use and ability to streamline document management processes have helped businesses take their operations to the next level.

DocuCollab

Concord is a cloud-based contract lifecycle management (CLM) platform that enables users to create, collaborate, sign, and manage all types of contracts within a single platform. It streamlines the entire contract workflow process, from drafting and negotiation to execution and analysis. Concord's key offering is an intuitive, user-friendly interface that simplifies contract collaboration among teams, clients, and third-party vendors.
The platform integrates with over 5,000 applications through plug-and-play integrations, allowing users to pull in customer data, generate agreements in bulk, and automate custom workflows via Zapier or Concord's open API. As of November 2021, Concord claimed to have over 1 million users, primarily small and medium-sized businesses (SMBs), utilizing its agreement intelligence solution.
Concord's pricing model is designed to be cost-effective, with all plans including unlimited agreements and e-signatures. Users pay only for the features they require, without incurring additional add-on costs. In February 2020, Concord highlighted its ability to manage various types of online contracts, including employment contracts, non-disclosure agreements, licensing agreements, bills of sale, promissory notes, and residential leases.

Concord

Ironclad is a leading provider of contract management software that enables companies to digitize and streamline their contract lifecycle processes. The company's platform allows users to create, collaborate, negotiate, execute, and manage contracts within a single, browser-based environment. Ironclad utilizes advanced technologies such as artificial intelligence and conditional logic to facilitate the generation and management of complex contract variations at scale.
One of Ironclad's key product offerings is its Workflow Designer, a no-code tool that enables users to customize and automate approval workflows, regardless of the complexity of their contracts and processes. Additionally, the platform features a DOCX-native, browser-based editor, facilitating seamless collaboration through shared drafts, track changes, version history, and commenting functionality.
Ironclad caters to a wide range of industries, including technology, healthcare, media and entertainment, and financial services. Companies like L'Oréal, Mastercard, and Dropbox have leveraged Ironclad's platform to streamline their contracting processes, drive business impact, and gain valuable operational insights.
As of April 2022, Ironclad had processed over one billion contracts on its platform and was on track to process another one billion contracts within the same year, solidifying its position as a leading player in the contract lifecycle management (CLM) space. In April 2024, Ironclad announced its selection by Salesforce as the company's CLM platform, further underscoring its industry-leading capabilities.

Ironclad

INHUBBER is a contract management and digital signature platform that leverages blockchain technology and artificial intelligence to offer secure and efficient contract handling. The company's solution allows users to create, sign, store, and manage contracts securely with features like end-to-end encryption, two-factor authentication, and secure cloud storage. INHUBBER's platform supports multiple file formats, including PDF, Excel, Word, JPEG, and MP4, enabling users to sign an unlimited number of contracts while tracking their progress.
The AI-powered platform automates various contract-related tasks, such as document analysis, obligation management, and deadline reminders. It streamlines collaboration by allowing users to share contracts within the company or with specific departments securely. Additionally, INHUBBER provides template management capabilities, enabling users to create, upload, and share templates for efficient contract creation and processing.
The platform's digital signature functionality ensures compliance with legal requirements, such as qualified electronic signatures for rental agreements with stepped rents. INHUBBER's solution caters to businesses across various industries, offering contract lifecycle management, digital signatures, and obligation management in a unified, secure, and user-friendly platform.

INHUBBER

Oneflow is a Software-as-a-Service (SaaS) company that offers a contract automation platform powered by artificial intelligence (AI). The platform aims to help businesses streamline and optimize their contract management processes. In May 2024, Oneflow launched Oneflow AI, an AI-powered platform designed to assist businesses in writing, reviewing, and analyzing contracts 10 times faster and at scale.
Oneflow's interactive platform addresses every step of the contract lifecycle, from pre-signing to signing and post-signing activities. By creating contracts in data-rich formats, the platform provides a robust foundation for fully automated workflows. The company's AI technology not only eliminates expensive routine contract work but also minimizes the risk of oversight and reveals actionable insights at a speed that humans cannot match.
Oneflow's mission is to liberate businesses from the frictions associated with managing their core business documents, specifically contracts. The company believes that while the world is undergoing digital transformation, contracts remain stuck in a frustrating cycle involving PDFs, legacy systems, and inboxes, solely to get a contract signed.

Oneflow

Platforms that provide an "all-in-one" contract management solution, providing a variety of functions across the CLM system

Platforms that provide specialized contract management (procurement, sales etc.) solutions, which include terms and conditions that are industry-specific

Tools that allow users to put their signature on digital contracts with multiple authentication and certifications, providing a safe and secure electronic record

Platforms that use AI-powered tools to identify potential breaches, entitlements, obligations, and changes in conditions to ensure that agreements are in compliance throughout the life cycle of the contract

Remote workers can access information and stay connected without physical storage or meetings

Personalization tools can be used to create and manage contracts tailored to specific clients

AI/ML solutions can streamline contract processes by extracting data, identifying risks, and enabling predictive analytics

<div>
 
 airSlate is a no-code framework-derived workflow automation platform that offers solutions for document generation, contract management, contract negotiation, and robotic process automation (RPA) across all types of business functions, including but not limited to HR, accounting, and marketing. Users can build automation for a number of different document workflows via the platform&rsquo;s drag-and-drop interface and use pre-built RPA bots to automate routing, approvals, data analytics, and notifications. Moreover, the platform also enables users to build web forms and online surveys to collect feedback, run evaluations, and launch online registrations.&nbsp;
 
 
 In September 2021, 
 <a href="https://sp-edge.com/updates/5720">
 airSlate launched new workflow automation packages
 </a>
 and e-signature solutions for the healthcare sector, which offers ready-made workflows and healthcare-specific solutions including appointment scheduling, medical claims processing, reporting, billing, and document management. In July 2023, the company went on to launch &ldquo;Document Automation Hub,&rdquo; a tool for users to access, manage, and automate document workflows from a unified platform.&nbsp;
 
 
 The company has also made a number of acquisitions to expand its portfolio of products. These include SignNow, an e-signature solutions provider, US Legal Forms, an online legal form database, and 
 <a href="https://sp-edge.com/updates/11933">
 DocHub
 </a>
 (July 2022), an online PDF editing and document signing platform. The company claims to have increased the market reach and individual revenues of each of these subsidiaries after each respective acquisition. Moreover, the company went on to acquire 
 <a href="https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Finstapage.com%2F%3Futm_source%3Dweb%26utm_medium%3Dpr%26utm_campaign%3Dinstap-acq&esheet=53590140&newsitemid=20231011486818&lan=en-US&anchor=Instapage&index=2&md5=82337cf740aba1fa486f804fc330133e">
 Instapage
 </a>
 , a platform for creating personalized landing pages, in October 2023 for an undisclosed amount.&nbsp;
 
 
 Key customers and partnerships
 
 
 The company caters to a number of industries, such as education, legal, and construction, and healthcare.
 
 As of November 2023, airSlate has more than 100 million users. Its customer base amounted to around 250,000 enterprises, including the Australian government, Xerox, CBS Sports, and GoFundMe.&nbsp;
 
 
 In May 2022, airSlate 
 <a href="https://sp-edge.com/updates/10437">
 partnered with UiPath
 </a>
 to offer business process automation solutions to small businesses through RPA. The companies also released an integration with UiPath that allows customers to add automated documents into UiPath processes.&nbsp;
 
 
 The company provides integrations with a number of third-party solutions providers, such as NetSuite, Microsoft, Salesforce, and UiPath. In April 2021, the company expanded the availability of its e-signature solution, &ldquo;signNow,&rdquo; to Microsoft Cloud applications. This enabled Microsoft users to electronically sign and manage documents directly in Dynamics 365, Teams, Microsoft Power Automate, and Microsoft SharePoint. In May 2022, airSlate went on to add a new integration within its signNow API with Notarize, a remote online notarization service, to enable users to legally notarize documents signed with an e-signature.
 
 
 Funding and financials
 
 
 <a href="https://sp-edge.com/updates/11166">
 In June 2022
 </a>
 , AirSlate raised USD 51.5 million in funding led by G Squared with UiPath&rsquo;s participation at a valuation of USD 1.25 billion. The company earmarked the funding to double its workforce of 1,000 employees and full-time contractors across Ukraine, Poland, and the US, among other countries.&nbsp;&nbsp;
 
 
 
</div>

Headquartered in Berlin, Levity provides a no-code development platform (NDP) for building AI models to automate repetitive tasks. The platform is designed for managing customer service, marketing, and operations workflows, which deal with unstructured data such as images, text, and PDFs such as sales quote automation, direct order entry, and customer track and trace. Users can use simple templates to automate workflows and leverage the platform’s modular AI components (called AI blocks) that combine NLP and computer vision to parse unstructured data types.Levity offers 4 “AI blocks,” which enable users to create deep learning models based on their data to extract, classify, summarize, and generate text. Although the models come pre-trained out of the box, Levity allows users to fine-tune each model based on their requirements.Key customers and partnershipsAs of November 2023, Levity has automated workflows at companies such as HP, Mr. Beast, Reformation, Hear.com, BerlinCusine, and Gelato.It provides integrations with business applications such as Gmail, Outlook, and Zendesk.Funding and financialsIn October 2022, Levity <a href="https://sp-edge.com/updates/13740">raised USD 8.3 million </a>in seed funding, co-led by Balderton Capital and Chalfen Ventures to expand its employee base and invest in product development.

Levity

<div>
 
 Danish company Leapwork offers a no code workflow automation platform that uses robotic process automation to design, manage, and scale workflows. The company&rsquo;s design &lsquo;language&rsquo; uses flowcharts to graphically represent steps in a workflow and allows users to record processes, validate steps, and input data where needed. The platform also allows users to build web apps, desktop apps, and mobile web and virtual desktop solutions to automate workflows. Moreover, Leapwork&rsquo;s automation solutions can be integrated with a range of third party technologies including SAP, Oracle, Salesforce, and ServiceNow, among others. 
 
 
 Key customers and partnerships
 
 
 The company offers its services to a range of industries including financial institutions, logistics, healthcare, and retail, among others. As of August 2021, around 40% of its customers were part of the banking, insurance, and finance sector, and included companies such as PayPal, Mercedes Benz, BNP Paribas, and Accenture.
 
 
 The company reportedly doubled the number of customers year-over-year (YoY) since 2017 to over 300 customers as of August 2021 of whom around half were North American. The company claims that, with the use of their technology, businesses can achieve a 10x quicker time to market, 97% productivity gains, and a 90% reduction in application errors. As of August 2021, the company operates nine offices throughout Europe, North America, and Asia.
 
 
 Funding and financials
 
 
 In August 2021, Leapwork raised USD 62 million in Series B financing led by KKR and Salesforce Ventures, at a USD 312 million valuation. The company intends to use these funds to recruit new full-time employees in key markets, invest in global expansion, and open tech hubs to advance product development efforts.
 
</div>

Leapwork

<div>
 
 Anvil offers a workflow-building platform that allows users to transform paper processes and PDF documents into digital workflows, using a no-code building tool as well as an API suite with more technical features for developers. The no-code workflow-building tool named &ldquo;Workflows&rdquo; enables users to convert PDF and paper forms into logic-driven web forms to streamline digital data collection and request signatures. Users can then share the completed, signed PDFs and/or data from a secure link.&nbsp;
 
 
 The tool eliminates the repetition of information in entries on multiple documents by using a logic engine that ensures interlinked forms are filled out properly. Moreover, Anvil&rsquo;s own &ldquo;Etch E-sign&rdquo; features, as well as integration with DocuSign, allow users to share and sign forms directly on the platform.&nbsp;
 
 
 In March 2023, Anvil launched a new suite of enterprise products, which include APIs and no-code tools, to enable users to collect data, generate PDFs, and gather signatures within any application. These tools include conditional logic, lists, hidden fields, multi-field editing, single sign-on (SSO), and the ability to embed workflow and template builders.
 
 
 Key customers and partnerships
 
 
 Anvil&rsquo;s integration with Zapier allows users to connect &ldquo;Workflows'' to over 6,000 applications. Anvil provides targeted solutions for the banking and wealth management industries with clients such as Citi, Ameritrade, and Catalyst Wealth Management.&nbsp;
 
 
 Funding and financials
 
 
 In March 2023, Anvil 
 <a href="https://sp-edge.com/updates/17421">
 raised USD 10 million
 </a>
 in Series A funding from Craft Ventures and Gradient Ventures to secure more enterprise customers, grow its market, and expand its employee base.
 
</div>

Anvil

UiPath offers a low-code process automation platform that includes a suite of products that&nbsp;spans the entire automation lifecycle—from process discovery to automation development and management. These include: 1)&nbsp;process discovery tools that include process and task mining tools, as well as idea capture and management; 2) development tools that include robotic process automation (RPA) software, process orchestration, and intelligent document processing; and 3) operations tools that include automation performance analytics.&nbsp;Users can build automation for a range of repetitive tasks, such as logging into applications, data extraction, moving folders, filling forms, and updating information fields, across a range of business functions like HR, IT, and compliance.&nbsp;In October 2023, the company launched “Autopilot,” a GenAI-powered tool that enables users to automate using natural language. Users can convert documents such as PDFs and images into automation applications, accelerate process testing, and filter, summarize, and create dashboards for process mining.&nbsp;<a href="https://sp-edge.com/updates/27785">In March 2024</a>,&nbsp;UiPath, launched new features for Autopilot that enable users to create automations,&nbsp;code, and expressions with natural language. Users can generate step-by-step test cases from requirements and any other source documents, generate automations from test steps, and surface insights from test results.&nbsp;Additionally, the company launched&nbsp;several new&nbsp;GenAI features in its&nbsp;platform, including:&nbsp;1) context grounding, which enables users to improve the accuracy of GenAI models via retrieval augmented generation, 2) new large language models (LLMs), specifically designed for document and communications&nbsp;processing, and 3) connectors, which enable users to leverage a number of foundation models from IBM's watsonx.ai platform.UiPath has also expanded its presence in the automation space through acquisitions. In March 2021, the company acquired Elements, an API integration platform, for an undisclosed amount. It leveraged the acquisition to provide API-based automation capabilities to its clients. UiPath went on to acquire Re:infer, a natural language processing platform, in August 2022 to provide its users with the capability to deploy custom machine-learning models to analyze documents and communications data.Key partnerships and customersUiPath has an extensive partner ecosystem with a range of&nbsp;companies, including technology partners that develop integrations for the platform, such as Adobe, Alteryx, DocuSign, Salesforce, and OutSystems, as well as cloud providers like AWS, Google, and Microsoft. The platform provides users access to over 1,400 reusable automation integrations and components to multiple applications, databases, and systems (as of October 2023).&nbsp;In February 2024, the company&nbsp;<a href="https://sp-edge.com/updates/27109">extended its partnership with Google Cloud</a> to make its platform accessible to a wider range of users via the Google Cloud Marketplace. The partnership also enabled the company to leverage 1) Google’s Vertex AI platform to enable users to infuse GenAI insights into their automations and 2) Google Workspace to offer users access to over 100 Google Cloud and Google Workspace integration activities.&nbsp;In March 2024, the company&nbsp;<a href="https://sp-edge.com/updates/27554">partnered with Deloitte</a> to introduce a new implementation methodology for enterprise resource planning (ERP) software developed by SAP. It went on to&nbsp;<a href="https://sp-edge.com/updates/34847">launch an integration</a> with SAP's "Build" process automation software, in October 2024, to enable customers to migrate to SAP S/4HANA Cloud and automate processes across various SAP-based enterprise applications.&nbsp;The company has also entered a number of GenAI-focused partnerships with cloud and AI infrastructure providers.&nbsp;<a href="https://sp-edge.com/updates/29849">In May 2024</a>, UiPath integrated Microsoft’s GenAI assistant, Copilot for Microsoft 365, into its automation platform to provide joint customers direct access to UiPath’s automation capabilities directly within Copilot for Microsoft 365 and Teams.&nbsp;<a href="https://sp-edge.com/updates/35133">In October 2024</a>, it went on to integrate Anthropic's Claude 3.5 Sonnet language model into three key products: UiPath Autopilot, Clipboard AI, and a new GenAI healthcare solution. Moreover, during the same period, it&nbsp;<a href="https://sp-edge.com/updates/35134">partnered with Inflection AI</a>, an LLM developer, to offer an integration that enables users to keep their data on-premises while accessing Inflection AI's system and agentic automation capabilities.As of January 2023, UiPath served over 10,800 customers across a range of industries, including the American Red Cross, BMW Group, Carlsberg, Fujifilm, Japan Airlines, Korea Telecom, and the US Department of Defense.&nbsp;&nbsp;&nbsp;

UiPath

<div>
 
 Appian offers a low-code platform that provides a suite of products that enable users to build, automate and optimize internal workflows and business processes across the finance, sales, and procurement functions. Users can leverage Appian&rsquo;s low-code declarative programming language named &ldquo;SAIL&rdquo; to build end-to-end process automation, including robotic process automation (RPA) bots, as well as connect customers, employees, systems, and AI. The platform also enables continuous monitoring of processes, tracking business metrics, performance, and return on investment via process dashboards and scorecards.&nbsp;
 
 
 In May 2023, the company released an AI Skill Designer, a low-code tool that enables users to build, train, and deploy custom machine-learning (ML) models. Users can leverage the company&rsquo;s native AI/ML services to integrate AI into existing business functions and automate repetitive tasks such as document classification, email classification and document extraction. Moreover, the company went on to launch &ldquo;AI Copilot,&rdquo; a GenAI-powered assistant, in August 2023. Through this, the company aims to allow users to create workflows using natural language as well as query Appian's data fabric architecture for self-service analytics with instant reports.
 
 
 Appian has expanded its offerings through acquisitions. The company acquired Novayre Solutions, an RPA platform, in 2020 and Lana Labs, a process mining company, in 2021, for undisclosed amounts. It leveraged these acquisitions to expand its automation and RPA, as well as process mining and optimization solutions respectively.
 
 
 Key partnerships and customers
 
 
 Appian has an extensive partner ecosystem with a range of companies, including service partner companies, such as FDM and Revature, and industry-specific technology companies to expand its services for enterprises. In 2021, the company partnered with Redox, a healthcare data platform, to enable health systems and payer entities to securely share patient medical record information. Appian also went on to partner with Swiss Re in October 2023 to launch &ldquo;Connected Underwriting Life Workbench.&rdquo; The solution enables insurers to evaluate and classify risk and handle exceptions and decisions on applications via a single interface.&nbsp;
 
 
 In February 2024, Appian 
 <a href="https://sp-edge.com/updates/27108">
 partnered with Symphony
 </a>
 , a provider of financial services workflow management solutions, to offer secure communication solutions and automated processes to financial institutions. The partnership enables users to embed auditable omnichannel communications on a number of popular platforms into their workflows on the Appian platform. This includes messaging and voice networks such as WhatsApp, WeChat, and SMS. In April 2024, the company went on to 
 <a href="https://sp-edge.com/updates/28503">
 partner with AWS
 </a>
 , to combine its own in-built AI capabilities and data fabric with large language models (LLMs) and machine learning services offered by Amazon Bedrock and SageMaker. Appian users can leverage these capabilities to host LLMs while ensuring compliance and data security and create, train, and fine-tune proprietary AI models using their own data. During the same period, the company also
 <a href="https://sp-edge.com/updates/28530">
 expanded its partnership with TELUS international
 </a>
 , a Canadian IT services company, to develop an automation-as-a-service product.&nbsp;
 
 
 Appian&rsquo;s data fabric comprises a library of integrations to enterprise systems (such as AWS, Oracle, Salesforce, and DocuSign) that can be used to connect and unify data.&nbsp;
 
 
 As of December 2022, the company served 925 enterprise customers, including Aon, Bayer, Deloitte, Union Bank, Sanofi, and Munich Re, across a range of industries.&nbsp;
 
 
 Funding and financials
 &nbsp;
 
 
 The company generated USD 468 million in revenue in 2022. However, the company was yet to turn profitable with an operating loss of USD USD 145 million in 2022. The company expected revenue to reach USD 538 million&ndash;543 million in 2023 (implying YoY growth of ~15%&ndash;16%).
 
</div>

Appian

Platforms that automate accounting and finance operations such as accounts receivable, reconciliation, transaction matching, financial close management, and intercompany financial management

Software to streamline and automate sales, marketing, and customer relationship management processes, such as qualifying leads, renewal, sales forecasts, pipeline tracking, and identifying overdue closing dates

Platforms that govern repetitive HR and admin processes such as recruitment management, employee onboarding, surveys, HRIS records, and assigning buddies

Platforms to automate operational workflows such as task monitoring and flows, streamlining facility requests, and supply chain management

Platforms that specialize in automating functions other than the four identified segments. These include platforms that automate IT, compliance, claims processing, cybersecurity, and product development

Platforms that offer a range of workflow automation and RPA bots that are not specifically targeted at any business function

Companies which utilize GenAI as a core part of their product offering for workflow automation

Offers solutions for businesses to build workflows and delivers them on a SaaS basis

Used together with RPA bots to optimize existing workflows and build new ones

Uses NLP to understand the information, especially unstructured information, present in workflows

Can automate workloads for several business functions for employees regardless of where they are

Used to extract data, understand and analyze unstructured data, and also deal with high-volume workflows

PROMINENT_CATEGORY

The airSlate business process automation firm has announced partnerships with four independent software vendors (ISVs) for its signNow API. This collaboration aims to expand airSlate's API solution into the financial, HR, non-profit, and software industries. LendSaaS, TeamBridge, Middi Mainframe Associates, and America Learns are the four companies expected to benefit from airSlate's document workflow automation solutions. These collaborations aim to improve efficiency and productivity for the respective companies.

airSlate

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