Company lists · Data refreshed September 2026

Top 25 Document automation software companies based in the United States

Name: Document automation software 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 1, 2026 404 companies tracked

RevenueBase identified 404 document automation software companies headquartered in the United States as of September 2026 and tracks 9,463 professional contacts across them, including 3,064 with verified work emails and 2,470 with mobile numbers. New York is the largest hub.

This list covers document automation software 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 1, 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 RevenueBase Smart Search rating on every row Refreshed Sep 1, 2026 86% judged on-target in blind review

404Companies

9,463Contacts tracked

3,064Verified emails

2,470Mobile numbers

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The 25 largest document automation software companies based in the United States

Ranked by team size

Top 25 of 404 document automation software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 1, 2026. RevenueBase Smart Search rates how each company's information relates to document automation software 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 States	1,001-5,000	1,305 contacts →
	Strong evidence “Tungsten Automation is building the future of AI-powered document and workflow software.” Source: RevenueBase Database · checked Sep 1, 2026
2	Banctec	Strong evidence	Irving, TX, United States	10001+	868 contacts →
	Strong 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 1, 2026
3	Apryse	Partial evidence	Denver, CO, United States	501-1,000	499 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 1, 2026
4	FOXIT	Strong evidence	Fremont, CA, United States	501-1,000	480 contacts →
	Strong 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 1, 2026
5	Intellistack	Indirect evidence	Denver, CO, United States	201-500	247 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 1, 2026
6	Formassembly	Indirect evidence	Bloomington, IN, United States	51-200	146 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 1, 2026
7	Infoimage, INC	Indirect evidence	Brisbane, CA, United States	201-500	138 contacts →
	Indirect evidence “Founded in 1984, InfoIMAGE, Inc, headquartered in the Bay Area, located in Brisbane, CA, with a regional production facility in the Dallas Metro Area, brings decades worth of…” Source: RevenueBase Database · checked Sep 1, 2026
8	Softdocs	Strong evidence	Columbia, SC, United States	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 1, 2026
9	Pdffiller	Partial evidence	Brookline, MA, United States	501-1,000	133 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 1, 2026
10	Open BEE	Indirect evidence	New York, United States	51-200	131 contacts →
	Indirect evidence “Open Bee™ accompagne les entreprises dans leur transformation digitale afin de fluidifier et sécuriser les échanges d’information avec leur écosystème (clients, fournisseurs…” Source: RevenueBase Database · checked Sep 1, 2026
11	Global 360	Indirect evidence	Dallas, TX, United States	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 1, 2026
12	Accusoft	Strong evidence	Tampa, FL, United States	51-200	96 contacts →
	Strong evidence “Accusoft is a software development company specializing in content processing, conversion, and automation solutions.” Source: RevenueBase Database · checked Sep 1, 2026
13	Microsystems	Strong evidence	Chicago, IL, United States	51-200	90 contacts →
	Strong evidence “Litera Microsystems is a leading provider of software and services that help document-intensive organizations.” Source: RevenueBase Database · checked Sep 1, 2026
14	Revver	Partial evidence	Lehi, UT, United States	51-200	85 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 1, 2026
15	IFS Assyst	Indirect evidence	Herndon, United States	1,001-5,000	84 contacts →
	Indirect evidence “Global brands trust IFS assyst to automate complex business processes easily without fuss.” Source: RevenueBase Database · checked Sep 1, 2026
16	Doclink By Beyond Limits	Partial evidence	Laguna Hills, CA, United States	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 1, 2026
17	Knowledgelake	Strong evidence	Saint Louis, MO, United States	51-200	68 contacts →
	Strong evidence “KnowledgeLake is an AI-powered document automation company.” Source: RevenueBase Database · checked Sep 1, 2026
18	Docpath	Strong evidence	Suwanee, GA, United States	51-200	67 contacts →
	Strong evidence “DocPath is leading provider of document software geared towards Document Lifecycle Management (DLM) and Customer Communications Management (CCM/CXM).” Source: RevenueBase Database · checked Sep 1, 2026
19	Gimmal	Indirect evidence	Houston, TX, United States	51-200	53 contacts →
	Indirect evidence “At Gimmal, we believe organizations deserve to spend time on what really matters to them.” Source: RevenueBase Database · checked Sep 1, 2026
20	Clarifire	Partial evidence	Clearwater, FL, United States	51-200	50 contacts →
	Partial evidence “At Clarifire, the long-standing leader in workflow processing software, we transform chaos into clarity by combining your business expertise with our technology solution…” Source: RevenueBase Database · checked Sep 1, 2026
21	Boostdraft	Partial evidence	San Francisco, United States	51-200	50 contacts →
	Partial evidence “With BoostDraft, lawyers can finally review, draft, and edit complex legal documents within MS Word in an efficient, focused, consistent, and secure manner.” Source: RevenueBase Database · checked Sep 1, 2026
22	S-Docs	Partial evidence	New York, NY, United States	51-200	49 contacts →
	Partial evidence “S-Docs is a document operations platform that helps thousands of organizations-from small shops to global enterprises-scale smarter.” Source: RevenueBase Database · checked Sep 1, 2026
23	Intellaquest	Indirect evidence	Boca Raton, FL, United States	51-200	49 contacts →
	Indirect evidence “Shaping the Future of Business Operations At IntellaQuest, we don't just adapt to change-we lead it.” Source: RevenueBase Database · checked Sep 1, 2026
24	ICM Document Solutions	Partial evidence	Phoenix, AZ, United States	51-200	45 contacts →
	Partial evidence “ICM Document Solutions is a document management business.” Source: RevenueBase Database · checked Sep 1, 2026
25	Fairfax Software	Partial evidence	Tampa, FL, United States	51-200	42 contacts →
	Partial evidence “Fairfax Imaging's award winning Quick Modules software optimizes processing workflows by electronically identifying, capturing, validating, and updating critical information our…” Source: RevenueBase Database · checked Sep 1, 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 software 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 software companies.
Partial evidence: Its own public description names part of document automation software 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 software 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 404 document automation software companies based in the United States

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Document automation software companies based in the United States at a glance

As of Sep 1, 2026

32.4%Verified-email coverage

26.1%Mobile-number coverage

23.4Average contacts per company

11-50Median size (employees)

3.7%Largest-city concentration · New York

Sep 1, 2026Page data refreshed

Companies by employee count

1-10

167

11-50

158

51-200

201-500

501-1,000

1,001-5,000

10001+

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 software 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 software 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 software 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 software 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, 3,064 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 1, 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 software 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 software companies are there based in the United States?

RevenueBase identified 404 document automation software 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 software companies?

New York leads with 15 headquartered companies, followed by San Francisco (12) and Austin (11).

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 3,064 verified decision-maker contacts tracked across these 404 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 1, 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.