Company lists · Data refreshed September 2026

Top 25 Document automation platforms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 437 companies tracked

RevenueBase identified 437 document automation platforms headquartered in the United States as of September 2026 and tracks 21,806 professional contacts across them, including 11,348 with verified work emails. San Francisco is the largest hub.

This list covers document automation platforms 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 28, 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 28, 2026 86% judged on-target in blind review

437Companies

21,806Contacts tracked

11,348Verified emails

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The 25 largest document automation platforms based in the United States

Ranked by team size

Top 25 of 437 document automation platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to document automation platforms: 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	Docusign	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	8,156 contacts →
	Indirect evidence “Docusign brings agreements to life.” Source: RevenueBase Database · checked Sep 28, 2026
2	Tungsten Automation	Strong evidence	Denver, United StatesHQ checked Sep 28, 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 28, 2026
3	Nintex	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,154 contacts →
	Indirect evidence “Nintex helps organizations unlock the power of agentic business orchestration by combining workflow orchestration, agentic AI, low-code development, and process intelligence to…” Source: RevenueBase Database · checked Sep 28, 2026
4	Pandadoc	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
5	M-Files	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	501-1,000	735 contacts →
	Partial evidence “M-Files is redefining document management with a Context-First approach that eliminates operational friction and gives business and IT leaders a performance advantage.” Source: RevenueBase Database · checked Sep 28, 2026
6	Apryse	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 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 28, 2026
7	FOXIT	Partial evidence	Fremont, CA, United StatesHQ checked Sep 28, 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 28, 2026
8	Vasion	Indirect evidence	St. George, UT, United StatesHQ checked Sep 28, 2026	201-500	406 contacts →
	Indirect evidence “Vasion enables organizations to digitize content and automate workflows to drive compliance, scalability, and accountability.” Source: RevenueBase Database · checked Sep 28, 2026
9	Nitro Software	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	385 contacts →
	Indirect evidence “At Nitro, we’re revolutionizing digital productivity for individuals and organizations worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
10	Progress Sharefile	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	5,001-10,000	377 contacts →
	Indirect evidence “ShareFile is now part of Progress.” Source: RevenueBase Database · checked Sep 28, 2026
11	Intellistack	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 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 28, 2026
12	Templafy	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	228 contacts →
	Strong 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 28, 2026
13	KDAN	Partial evidence	Irvine, CA, United StatesHQ checked Sep 28, 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 28, 2026
14	Access	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
15	Formassembly	Indirect evidence	Bloomington, IN, United StatesHQ checked Sep 28, 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 28, 2026
16	Pdffiller	Strong evidence	Brookline, MA, United StatesHQ checked Sep 28, 2026	501-1,000	136 contacts →
	Strong 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 28, 2026
17	CODA	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	130 contacts →
	Indirect evidence “Coda is now Superhuman Docs!” Source: RevenueBase Database · checked Sep 28, 2026
18	Landingai	Partial evidence	Mountain View, CA, United StatesHQ checked Sep 28, 2026	51-200	109 contacts →
	Partial evidence “LandingAI provides infrastructure for production-grade document AI pipelines.” Source: RevenueBase Database · checked Sep 28, 2026
19	Aodocs	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
20	Accusoft	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
21	Microsystems	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 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 28, 2026
22	ADLIB	Strong evidence	Grapevine, TX, United StatesHQ checked Sep 28, 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 28, 2026
23	Revver	Partial evidence	Lehi, UT, United StatesHQ checked Sep 28, 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 28, 2026
24	Doclink By Beyond Limits	Strong evidence	Laguna Hills, CA, United StatesHQ checked Sep 28, 2026	51-200	78 contacts →
	Strong 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 28, 2026
25	Simpligov	Strong evidence	Sacramento, CA, United StatesHQ checked Sep 28, 2026	51-200	71 contacts →
	Strong evidence “We’re SimpliGov, the government forms and workflow automation platform that helps agencies ditch the paper and move faster with automated workflows.” Source: RevenueBase Database · checked Sep 28, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of document automation platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name document automation platforms. 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 437 document automation platforms based in the United States

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Document automation platforms based in the United States at a glance

As of Sep 28, 2026

52.0%Verified-email coverage

49.9Average contacts per company

11-50Median size (employees)

7.3%Largest-city concentration · San Francisco

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

155

11-50

184

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 437 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 11,348 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 28, 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.

Document automation platforms by metro

Document automation platforms in San Francisco32

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 platforms, 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 platforms are there based in the United States?

RevenueBase identified 437 document automation platforms 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?

Docusign, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most document automation platforms?

San Francisco leads with 32 headquartered companies, followed by New York (23) and Austin (13).

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 11,348 verified decision-maker contacts tracked across these 437 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 28, 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.