Company lists · Data refreshed November 2026
Top 25 Document processing companies for finance based in the United States
RevenueBase identified 309 company matches for document processing companies for finance associated with the United States as of November 2026 and tracks 13,261 professional contacts across them, including 3,632 with verified work emails. New York is the largest hub.
This list covers company matches for document processing companies for finance associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest document processing companies for finance based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,482 contacts → | ||||
Exact match “Tungsten Automation is building the future of AI-powered document and workflow software.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,217 contacts → | ||||
Exact match “DEX helps customers Do Business Better.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 964 contacts → | ||||
Exact match “IIMI offers a wide range of services designed to help customers bridge the digital divide, enabling enterprises to harness the full power of technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 942 contacts → | ||||
Exact match “IST Management Services, Inc is an outsourcing company specializing in the life cycle management of your information: From incoming mail, to complex print jobs, to eDiscovery and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 698 contacts → | ||||
Exact match “Data Entry Solution is one of the leading back office solution providers based in California.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 544 contacts → | ||||
Exact match “Cabinet Document Management Solutions was acquired by PSIGEN Software, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 400 contacts → | ||||
Exact match “DataBank, a Kyocera Group Company, is a process automation and data solutions provider.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 398 contacts → | ||||
Exact match “codemantra is a global leader that provides an AI-driven Intelligent Document Processing (IDP) platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 301 contacts → | ||||
Exact match “Concord Technologies is a leading provider of secure document exchange, intelligent document processing, and interoperability solutions to healthcare providers, payers, and other…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 242 contacts → | ||||
Exact match “DTSV is a federal government contractor specializing in massive-scale document processing, review, imaging, and workflow management; Records Management of legal documents; FOIA…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 241 contacts → | ||||
Exact match “Foundation AI helps law firms and claims departments streamline the manual and error-prone process of managing inbound mail and emailed documents.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 231 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 192 contacts → | ||||
Exact match “Docufree is a services-led leader in digital transformation solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 191 contacts → | ||||
Exact match “PCI Group is a leading provider of mission-critical transactional communications for businesses where the security of customer-centric data is paramount, precision and accuracy…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 179 contacts → | ||||
Exact match “Alogent delivers end-to-end solutions for check payment processing, enterprise content and information management, and loan and exception tracking.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 92 contacts → | ||||
Exact match “Since 1996, InfoSend has provided innovative solutions for organizations seeking eBilling, ePayment, Data Processing, and BillPrint & Mail services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 91 contacts → | ||||
Exact match “We help financial institutions simplify the delivery of critical documents-including customer statements, notices, compliance communications, tax forms, and more.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 90 contacts → | ||||
Exact match “Gregg & Valby, LLP is a Houston, Texas-based law firm with more than 48 years of experience in providing mortgage loan document preparation, legal support, and nationwide…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 80 contacts → | ||||
Exact match “Command Financial, one of the country’s largest financial printers, offers the latest in fully integrated, technology-based solutions and personalized service related to data…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 72 contacts → | ||||
Exact match “DATAMATX - located in Atlanta, GA, Phoenix, AZ and Richmond, VA provides customized print and electronic document solutions for mission-critical customer communications for over…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 68 contacts → | ||||
Exact match “Recordsforce provides custom document management solutions for a wide variety of industries and company sizes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 66 contacts → | ||||
Exact match “NOVA Office Strategies, founded in is a document service and facilities management company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 63 contacts → | ||||
Exact match “AD Solutions is a professionally managed, privately held company with a tremendous history of exceptional customer service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 63 contacts → | ||||
Exact match “High-Volume Document Scanning, Enterprise-Grade Information & Data Records Management and Archiving, Digital Conversion Services, Cloud-Based Hosting & Workflow Automation and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 62 contacts → | ||||
Exact match “Blue Pineapple Technology's Data Professionals tackle multiple jobs ranging from Data/Order Entry and Data Conversion to Document Scanning, Processing, Transcription, Archiving…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “document processing companies for finance”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 309 document processing companies for finance based in the United States
See the full list, filter by size, metro and specialty, and access 3,632 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Document processing companies for finance based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 309 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “document processing companies for finance” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 3,632 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “document processing companies for finance”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many document processing companies for finance are there based in the United States?
RevenueBase identified 309 company matches for document processing companies for finance associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Tungsten Automation tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most document processing companies for finance?
New York leads with 14 company records, followed by Houston (9) and Atlanta (8).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,632 professional contacts with verified work emails tracked across these 309 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 309 document processing companies for finance based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Document processing companies for finance by geography
- Document processing companies for finance based in Brazil
- Document processing companies for finance based in Canada
- Document processing companies for finance based in France
- Document processing companies for finance based in Germany
- Document processing companies for finance based in India
- Document processing companies for finance based in Italy
- Document processing companies for finance based in Spain
- Document processing companies for finance based in the United Kingdom
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Document processing companies for finance based in Brazil
- Document processing companies for finance based in Canada
- Document processing companies for finance based in France
- Document processing companies for finance based in Germany
- Document processing companies for finance based in India
- Document processing companies for finance based in Italy
Company intelligence · public preview
Top 25 document processing companies for finance based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 309 matching company records for document processing companies for finance based in the United States, with 13,261 tracked contacts and 3,632 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 document processing companies for finance based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Tungsten Automationtungstenautomation.comHQ: Denver, CA, United StatesReported employees: 1,001-5,000 | Denver, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“Tungsten Automation is building the future of AI-powered document and workflow software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  DEX Imagingdeximaging.comHQ: Tampa, FL, United StatesReported employees: 1,001-5,000 | Tampa, FL, United States | 1,001-5,000 | Exact match | 1,217 contacts → |
“DEX helps customers Do Business Better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Intelligent Image Management, Inc. Iimi USAiimdirect.comHQ: Henderson, NV, United StatesReported employees: 5,001-10,000 | Henderson, NV, United States | 5,001-10,000 | Exact match | 964 contacts → |
“IIMI offers a wide range of services designed to help customers bridge the digital divide, enabling enterprises to harness the full power of technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  IST Managementistmanagement.comHQ: Atlanta, GA, United StatesReported employees: 1,001-5,000 | Atlanta, GA, United States | 1,001-5,000 | Exact match | 942 contacts → |
“IST Management Services, Inc is an outsourcing company specializing in the life cycle management of your information: From incoming mail, to complex print jobs, to eDiscovery and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Data Entry Solutiondataentrysolution.comHQ: Santa Clara, CA, United StatesReported employees: Not recorded | Santa Clara, CA, United States | Not recorded | Exact match | 698 contacts → |
“Data Entry Solution is one of the leading back office solution providers based in California.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cabinet Document Management Solutionspsigen.comHQ: Madison, AL, United StatesReported employees: 51-200 | Madison, AL, United States | 51-200 | Exact match | 544 contacts → |
“Cabinet Document Management Solutions was acquired by PSIGEN Software, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Databank IMXdatabankimx.comHQ: Huntingdon Valley, PA, United StatesReported employees: 501-1,000 | Huntingdon Valley, PA, United States | 501-1,000 | Exact match | 400 contacts → |
“DataBank, a Kyocera Group Company, is a process automation and data solutions provider.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Codemantracodemantra.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 398 contacts → |
“codemantra is a global leader that provides an AI-driven Intelligent Document Processing (IDP) platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Concord Technologiesconcord.netHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 301 contacts → |
“Concord Technologies is a leading provider of secure document exchange, intelligent document processing, and interoperability solutions to healthcare providers, payers, and other…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Dtsv, INCdtsv.comHQ: Newport News, VA, United StatesReported employees: 501-1,000 | Newport News, VA, United States | 501-1,000 | Exact match | 242 contacts → |
“DTSV is a federal government contractor specializing in massive-scale document processing, review, imaging, and workflow management; Records Management of legal documents; FOIA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Foundation AIfoundationai.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 241 contacts → |
“Foundation AI helps law firms and claims departments streamline the manual and error-prone process of managing inbound mail and emailed documents.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nanonetsnanonets.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 231 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Docufreedocufree.comHQ: Alpharetta, GA, United StatesReported employees: 501-1,000 | Alpharetta, GA, United States | 501-1,000 | Exact match | 192 contacts → |
“Docufree is a services-led leader in digital transformation solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  PCI Grouppcigroup.comHQ: Fort Mill, SC, United StatesReported employees: 201-500 | Fort Mill, SC, United States | 201-500 | Exact match | 191 contacts → |
“PCI Group is a leading provider of mission-critical transactional communications for businesses where the security of customer-centric data is paramount, precision and accuracy…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Alogentalogent.comHQ: Peachtree Corners, GA, United StatesReported employees: 201-500 | Peachtree Corners, GA, United States | 201-500 | Exact match | 179 contacts → |
“Alogent delivers end-to-end solutions for check payment processing, enterprise content and information management, and loan and exception tracking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Infosend, INCinfosend.comHQ: Anaheim, FL, United StatesReported employees: 201-500 | Anaheim, FL, United States | 201-500 | Exact match | 92 contacts → |
“Since 1996, InfoSend has provided innovative solutions for organizations seeking eBilling, ePayment, Data Processing, and BillPrint & Mail services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Printmailprintmailsolutions.comHQ: Newtown, PA, United StatesReported employees: 51-200 | Newtown, PA, United States | 51-200 | Exact match | 91 contacts → |
“We help financial institutions simplify the delivery of critical documents-including customer statements, notices, compliance communications, tax forms, and more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Gregg & Valby, LLPsecure.gregg-valby.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 90 contacts → |
“Gregg & Valby, LLP is a Houston, Texas-based law firm with more than 48 years of experience in providing mortgage loan document preparation, legal support, and nationwide…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Command Financialcommandfinancial.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 80 contacts → |
“Command Financial, one of the country’s largest financial printers, offers the latest in fully integrated, technology-based solutions and personalized service related to data…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Datamatx, INCdatamatx.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 72 contacts → |
“DATAMATX - located in Atlanta, GA, Phoenix, AZ and Richmond, VA provides customized print and electronic document solutions for mission-critical customer communications for over…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Recordsforcerecordsforce.comHQ: Dover, NH, United StatesReported employees: 201-500 | Dover, NH, United States | 201-500 | Exact match | 68 contacts → |
“Recordsforce provides custom document management solutions for a wide variety of industries and company sizes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nova Office Strategies, INCnovaoffice.netHQ: Charlotte, SC, United StatesReported employees: 51-200 | Charlotte, SC, United States | 51-200 | Exact match | 66 contacts → |
“NOVA Office Strategies, founded in is a document service and facilities management company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  AD Solutionsmyadsusa.comHQ: Orlando, FL, United StatesReported employees: 11-50 | Orlando, FL, United States | 11-50 | Exact match | 63 contacts → |
“AD Solutions is a professionally managed, privately held company with a tremendous history of exceptional customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Scantek Infomanagement Solutionsscantek.infoHQ: Willow Grove, PA, United StatesReported employees: 51-200 | Willow Grove, PA, United States | 51-200 | Exact match | 63 contacts → |
“High-Volume Document Scanning, Enterprise-Grade Information & Data Records Management and Archiving, Digital Conversion Services, Cloud-Based Hosting & Workflow Automation and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Blue Pineapple Technologybluepineappletechnology.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 62 contacts → |
“Blue Pineapple Technology's Data Professionals tackle multiple jobs ranging from Data/Order Entry and Data Conversion to Document Scanning, Processing, Transcription, Archiving…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 309 company matches
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Document processing companies for finance: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
308 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 309 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for document processing companies for finance?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many document processing companies for finance did RevenueBase find based in the United States?
The saved snapshot records 309 matching company records, 13,261 tracked contacts and 3,632 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Document processing companies for finance by geography
- Document processing companies for finance based in Brazil
- Document processing companies for finance based in Canada
- Document processing companies for finance based in France
- Document processing companies for finance based in Germany
- Document processing companies for finance based in India
- Document processing companies for finance based in Italy
- Document processing companies for finance based in Spain
- Document processing companies for finance based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 document processing companies for finance based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/document-processing-companies-for-finance/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Document processing companies for finance based in Brazil
- Document processing companies for finance based in Canada
- Document processing companies for finance based in France
- Document processing companies for finance based in Germany
- Document processing companies for finance based in India
- Document processing companies for finance based in Italy
Company intelligence · public preview
Top 25 document processing companies for finance based in the United States
RevenueBase records 309 matching company records for document processing companies for finance based in the United States, with 13,261 tracked contacts and 3,632 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 document processing companies for finance based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Tungsten Automationtungstenautomation.com HQ: Denver, CA, United StatesReported employees: 1,001-5,000 | Denver, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“Tungsten Automation is building the future of AI-powered document and workflow software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | DEX Imagingdeximaging.com HQ: Tampa, FL, United StatesReported employees: 1,001-5,000 | Tampa, FL, United States | 1,001-5,000 | Exact match | 1,217 contacts → |
“DEX helps customers Do Business Better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Intelligent Image Management, Inc. Iimi USAiimdirect.com HQ: Henderson, NV, United StatesReported employees: 5,001-10,000 | Henderson, NV, United States | 5,001-10,000 | Exact match | 964 contacts → |
“IIMI offers a wide range of services designed to help customers bridge the digital divide, enabling enterprises to harness the full power of technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | IST Managementistmanagement.com HQ: Atlanta, GA, United StatesReported employees: 1,001-5,000 | Atlanta, GA, United States | 1,001-5,000 | Exact match | 942 contacts → |
“IST Management Services, Inc is an outsourcing company specializing in the life cycle management of your information: From incoming mail, to complex print jobs, to eDiscovery and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Data Entry Solutiondataentrysolution.com HQ: Santa Clara, CA, United StatesReported employees: Not recorded | Santa Clara, CA, United States | Not recorded | Exact match | 698 contacts → |
“Data Entry Solution is one of the leading back office solution providers based in California.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cabinet Document Management Solutionspsigen.com HQ: Madison, AL, United StatesReported employees: 51-200 | Madison, AL, United States | 51-200 | Exact match | 544 contacts → |
“Cabinet Document Management Solutions was acquired by PSIGEN Software, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Databank IMXdatabankimx.com HQ: Huntingdon Valley, PA, United StatesReported employees: 501-1,000 | Huntingdon Valley, PA, United States | 501-1,000 | Exact match | 400 contacts → |
“DataBank, a Kyocera Group Company, is a process automation and data solutions provider.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Codemantracodemantra.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 398 contacts → |
“codemantra is a global leader that provides an AI-driven Intelligent Document Processing (IDP) platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Concord Technologiesconcord.net HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 301 contacts → |
“Concord Technologies is a leading provider of secure document exchange, intelligent document processing, and interoperability solutions to healthcare providers, payers, and other…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dtsv, INCdtsv.com HQ: Newport News, VA, United StatesReported employees: 501-1,000 | Newport News, VA, United States | 501-1,000 | Exact match | 242 contacts → |
“DTSV is a federal government contractor specializing in massive-scale document processing, review, imaging, and workflow management; Records Management of legal documents; FOIA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Foundation AIfoundationai.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 241 contacts → |
“Foundation AI helps law firms and claims departments streamline the manual and error-prone process of managing inbound mail and emailed documents.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nanonetsnanonets.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 231 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Docufreedocufree.com HQ: Alpharetta, GA, United StatesReported employees: 501-1,000 | Alpharetta, GA, United States | 501-1,000 | Exact match | 192 contacts → |
“Docufree is a services-led leader in digital transformation solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | PCI Grouppcigroup.com HQ: Fort Mill, SC, United StatesReported employees: 201-500 | Fort Mill, SC, United States | 201-500 | Exact match | 191 contacts → |
“PCI Group is a leading provider of mission-critical transactional communications for businesses where the security of customer-centric data is paramount, precision and accuracy…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Alogentalogent.com HQ: Peachtree Corners, GA, United StatesReported employees: 201-500 | Peachtree Corners, GA, United States | 201-500 | Exact match | 179 contacts → |
“Alogent delivers end-to-end solutions for check payment processing, enterprise content and information management, and loan and exception tracking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Infosend, INCinfosend.com HQ: Anaheim, FL, United StatesReported employees: 201-500 | Anaheim, FL, United States | 201-500 | Exact match | 92 contacts → |
“Since 1996, InfoSend has provided innovative solutions for organizations seeking eBilling, ePayment, Data Processing, and BillPrint & Mail services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Printmailprintmailsolutions.com HQ: Newtown, PA, United StatesReported employees: 51-200 | Newtown, PA, United States | 51-200 | Exact match | 91 contacts → |
“We help financial institutions simplify the delivery of critical documents-including customer statements, notices, compliance communications, tax forms, and more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gregg & Valby, LLPsecure.gregg-valby.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 90 contacts → |
“Gregg & Valby, LLP is a Houston, Texas-based law firm with more than 48 years of experience in providing mortgage loan document preparation, legal support, and nationwide…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Command Financialcommandfinancial.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 80 contacts → |
“Command Financial, one of the country’s largest financial printers, offers the latest in fully integrated, technology-based solutions and personalized service related to data…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Datamatx, INCdatamatx.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 72 contacts → |
“DATAMATX - located in Atlanta, GA, Phoenix, AZ and Richmond, VA provides customized print and electronic document solutions for mission-critical customer communications for over…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Recordsforcerecordsforce.com HQ: Dover, NH, United StatesReported employees: 201-500 | Dover, NH, United States | 201-500 | Exact match | 68 contacts → |
“Recordsforce provides custom document management solutions for a wide variety of industries and company sizes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nova Office Strategies, INCnovaoffice.net HQ: Charlotte, SC, United StatesReported employees: 51-200 | Charlotte, SC, United States | 51-200 | Exact match | 66 contacts → |
“NOVA Office Strategies, founded in is a document service and facilities management company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | AD Solutionsmyadsusa.com HQ: Orlando, FL, United StatesReported employees: 11-50 | Orlando, FL, United States | 11-50 | Exact match | 63 contacts → |
“AD Solutions is a professionally managed, privately held company with a tremendous history of exceptional customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Scantek Infomanagement Solutionsscantek.info HQ: Willow Grove, PA, United StatesReported employees: 51-200 | Willow Grove, PA, United States | 51-200 | Exact match | 63 contacts → |
“High-Volume Document Scanning, Enterprise-Grade Information & Data Records Management and Archiving, Digital Conversion Services, Cloud-Based Hosting & Workflow Automation and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Blue Pineapple Technologybluepineappletechnology.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 62 contacts → |
“Blue Pineapple Technology's Data Professionals tackle multiple jobs ranging from Data/Order Entry and Data Conversion to Document Scanning, Processing, Transcription, Archiving…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 309 company matches
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Document processing companies for finance: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
308 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 309 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for document processing companies for finance?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many document processing companies for finance did RevenueBase find based in the United States?
The saved snapshot records 309 matching company records, 13,261 tracked contacts and 3,632 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 document processing companies for finance based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/document-processing-companies-for-finance/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Document processing companies for finance based in Brazil
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