Company lists · Data refreshed September 2026
Top 11 Document workflow software companies based in New York, United States
RevenueBase identified 30 document workflow software companies headquartered in New York, United States as of September 2026 and tracks 451 professional contacts across them, including 85 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers document workflow software companies headquartered in New York, 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.
The 11 largest document workflow software companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 50 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 43 contacts → | ||||
Indirect evidence “Our teams are dedicated to helping organizations everywhere bring more value to their ECM content and business processes.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Partial evidence “BIMSER is offering a wide range of products that can seamlessly integrate with each other as well as other products, ranging from software packages for different sizes of…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Partial evidence “DocPlace is the first AI-native DMS (Document Management System) built to streamline how modern businesses manage documents at scale.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “Medforce Technologies, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Strong evidence “Central Business Solutions is an innovative technology company located at Time Square in Manhattan, CBS has been providing document management software products, IT services…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “Version Story is the primary utility layer for agentic legal workflows.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Welcome to DocuTable!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “Marrying the latest technologies with industry know-how, Operartis' software solutions boost your enterprise's level of transaction processing automation and control - saving your…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “MMC Receipt is a document management app that uses OCR, machine learning, and human check to capture and process receipts, invoices, and bank statements in real-time, allowing you…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 workflow 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 workflow software companies.
- Partial evidence
- Its own public description names part of document workflow 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 workflow 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 11 of 30 document workflow software companies based in New York, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 85 reachable decision-makers.
Free signup · no credit card
Document workflow software companies based in New York, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 30 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 workflow 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 New York, United States whose own description of what they do matches “document workflow 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 workflow 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 workflow software companies, and records with no verified work email. Companies headquartered outside New York 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, 85 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.
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 workflow 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 workflow software companies are there based in New York, United States?
RevenueBase identified 30 document workflow software companies headquartered in New York, 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?
Templafy, headquartered in New York, tops this list with the largest team on record.
Which city in the United States has the most document workflow software companies?
New York leads the United States with 30 headquartered companies, followed by Austin (24) and San Francisco (23).
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 85 verified decision-maker contacts tracked across these 30 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.
Ready to reach these companies? Verified emails and direct dials for all 30 document workflow software companies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Document workflow software companies by geography
- Document workflow software companies based in Sydney, Australia
- Document workflow software companies based in Sao Paulo, Brazil
- Document workflow software companies based in Toronto, Canada
- Document workflow software companies based in Bogota, Colombia
- Document workflow software companies based in Paris, France
- Document workflow software companies based in Berlin, Germany
- Document workflow software companies based in Johannesburg, South Africa
- Document workflow software companies based in Madrid, Spain
- Document workflow software companies based in Dubai, United Arab Emirates
- Document workflow software companies based in London, United Kingdom
- Document workflow software companies based in Argentina
- Document workflow software companies based in Australia
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Document workflow software companies based in Sydney, Australia
- Document workflow software companies based in Sao Paulo, Brazil
- Document workflow software companies based in Toronto, Canada
- Document workflow software companies based in Bogota, Colombia
- Document workflow software companies based in Paris, France
- Document workflow software companies based in Berlin, Germany