Company lists · Data refreshed September 2026

Top 25 Document automation companies based in the United States

Name: Document automation companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 525 companies tracked

RevenueBase identified 525 document automation companies headquartered in the United States as of September 2026 and tracks 13,225 professional contacts across them, including 4,230 with verified work emails. New York is the largest hub.

This list covers document automation companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

525Companies

13,225Contacts tracked

4,230Verified emails

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The 25 largest document automation companies based in the United States

Ranked by team size

Top 25 of 525 document automation companies based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to document automation companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Tungsten Automation	Strong evidence	Denver, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,315 contacts →
	Strong evidence “Tungsten Automation is building the future of AI-powered document and workflow software.” Source: RevenueBase Database · checked Sep 21, 2026
2	Pandadoc	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	501-1,000	859 contacts →
	Partial evidence “Stand out with the top‑rated solution for creating, managing, tracking, and esigning every important document you handle.” Source: RevenueBase Database · checked Sep 21, 2026
3	Banctec	Partial evidence	Irving, TX, United StatesHQ checked Sep 21, 2026	10001+	855 contacts →
	Partial evidence “Exela Technologies, Inc.("Exela") is a location-agnostic global business process automation ("BPA") leader combining industry-specific and multi-industry enterprise software and…” Source: RevenueBase Database · checked Sep 21, 2026
4	Apryse	Partial evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	501-1,000	503 contacts →
	Partial evidence “Apryse, previously known as PDFTron, takes document solutions to the next level, making work better and life simpler.” Source: RevenueBase Database · checked Sep 21, 2026
5	FOXIT	Partial evidence	Fremont, CA, United StatesHQ checked Sep 21, 2026	501-1,000	480 contacts →
	Partial evidence “Foxit is a software leader delivering a fast, secure, AI-powered document suite that brings greater control, speed, and value to the way people work with documents.” Source: RevenueBase Database · checked Sep 21, 2026
6	Codemantra	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	501-1,000	386 contacts →
	Partial evidence “codemantra is a global leader that provides an AI-driven Intelligent Document Processing (IDP) platform.” Source: RevenueBase Database · checked Sep 21, 2026
7	Nitro Software	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	201-500	385 contacts →
	Indirect evidence “At Nitro, we’re revolutionizing digital productivity for individuals and organizations worldwide.” Source: RevenueBase Database · checked Sep 21, 2026
8	Intellistack	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	201-500	253 contacts →
	Indirect evidence “Founded with the belief that work should be simplified, Intellistack (formerly Formstack) has grown into a leading provider of powerful, no-code productivity solutions that help…” Source: RevenueBase Database · checked Sep 21, 2026
9	Foundation AI	Partial evidence	Irvine, CA, United StatesHQ checked Sep 21, 2026	51-200	230 contacts →
	Partial evidence “Foundation AI helps law firms and claims departments streamline the manual and error-prone process of managing inbound mail and emailed documents.” Source: RevenueBase Database · checked Sep 21, 2026
10	Templafy	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	228 contacts →
	Partial evidence “Templafy is the leading AI-powered document generation platform, enabling professionals to create accurate, compliant, and on-brand documents with maximum efficiency and ease.” Source: RevenueBase Database · checked Sep 21, 2026
11	KDAN	Partial evidence	Irvine, CA, United StatesHQ checked Sep 21, 2026	201-500	220 contacts →
	Partial evidence “KDAN (TPEx: 7737) is committed to providing a diverse range of AI-driven workflow and data solutions, including digital document management, eSignature, and data analytics…” Source: RevenueBase Database · checked Sep 21, 2026
12	Access	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	n/a	208 contacts →
	Partial evidence “Access is the world’s leading electronic forms management, automation and workflow provider.” Source: RevenueBase Database · checked Sep 21, 2026
13	Nanonets	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	207 contacts →
	Partial evidence “Nanonets agents understand key details in files – like invoices, POs, BoL & clinical documents – work through complex processes and act with transparency, making them the most…” Source: RevenueBase Database · checked Sep 21, 2026
14	Formassembly	Indirect evidence	Bloomington, IN, United StatesHQ checked Sep 21, 2026	51-200	145 contacts →
	Indirect evidence “FormAssembly helps organizations move faster by eliminating the manual work of data collection, form building, and workflow creation.” Source: RevenueBase Database · checked Sep 21, 2026
15	Pdffiller	Partial evidence	Brookline, MA, United StatesHQ checked Sep 21, 2026	501-1,000	136 contacts →
	Partial evidence “pdfFiller is a comprehensive online document management platform that provides the services of an online editor, cloud storage platform, and a signature request manager all in one…” Source: RevenueBase Database · checked Sep 21, 2026
16	Softdocs	Strong evidence	Columbia, SC, United StatesHQ checked Sep 21, 2026	51-200	133 contacts →
	Strong evidence “Softdocs provides document management and process automation solutions to colleges, universities, K-12 school districts, and state and local governments.” Source: RevenueBase Database · checked Sep 21, 2026
17	Global 360	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	201-500	120 contacts →
	Indirect evidence “As the leader in business process and case management solutions, Global 360 specializes in eliminating the annoying productivity killers that prevent businesses from delivering…” Source: RevenueBase Database · checked Sep 21, 2026
18	Aodocs	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	51-200	98 contacts →
	Partial evidence “AODocs brings trust and efficiency to organizations by ensuring their most essential documents are controlled, easily retrievable, and follow the right business processes, with…” Source: RevenueBase Database · checked Sep 21, 2026
19	Accusoft	Partial evidence	Tampa, FL, United StatesHQ checked Sep 21, 2026	51-200	92 contacts →
	Partial evidence “Accusoft is a software development company specializing in content processing, conversion, and automation solutions.” Source: RevenueBase Database · checked Sep 21, 2026
20	Microsystems	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	90 contacts →
	Partial evidence “Litera Microsystems is a leading provider of software and services that help document-intensive organizations.” Source: RevenueBase Database · checked Sep 21, 2026
21	Infosend, INC	Indirect evidence	Anaheim, CA, United StatesHQ checked Sep 21, 2026	201-500	90 contacts →
	Indirect evidence “Since 1996, InfoSend has provided innovative solutions for organizations seeking eBilling, ePayment, Data Processing, and BillPrint & Mail services.” Source: RevenueBase Database · checked Sep 21, 2026
22	Digitech Systems, LLC	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 21, 2026	11-50	86 contacts →
	Partial evidence “Digitech Systems is the most trusted choice for intelligent information management and business process automation.” Source: RevenueBase Database · checked Sep 21, 2026
23	ADLIB	Strong evidence	Grapevine, TX, United StatesHQ checked Sep 21, 2026	51-200	84 contacts →
	Strong evidence “Adlib is the accuracy authority in AI-driven document automation for high-stakes, regulated industries.” Source: RevenueBase Database · checked Sep 21, 2026
24	Revver	Partial evidence	Lehi, UT, United StatesHQ checked Sep 21, 2026	51-200	80 contacts →
	Partial evidence “Revver, formerly known as eFileCabinet, is the pioneer of solutions that help companies digitize and automate their document-dependent work.” Source: RevenueBase Database · checked Sep 21, 2026
25	Doclink By Beyond Limits	Partial evidence	Laguna Hills, CA, United StatesHQ checked Sep 21, 2026	51-200	78 contacts →
	Partial evidence “DocLink by Beyond Limits is a powerful content and process automation platform that helps businesses save important time and money through better data management.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: document automation companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names document automation companies.
Partial evidence: Its own public description names part of document automation companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name document automation companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 525 document automation companies based in the United States

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Document automation companies based in the United States at a glance

As of Sep 21, 2026

32.0%Verified-email coverage

25.2Average contacts per company

11-50Median size (employees)

3.8%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

214

11-50

204

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 525 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among document automation companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “document automation companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names document automation companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among document automation companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 4,230 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names document automation companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many document automation companies are there based in the United States?

RevenueBase identified 525 document automation companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Tungsten Automation, headquartered in Denver, tops this list with the largest team on record.

Which city has the most document automation companies?

New York leads with 20 headquartered companies, followed by San Francisco (17) and Austin (12).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,230 verified decision-maker contacts tracked across these 525 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.