Intelligent automation

Take a look at our market map

We have extended our database from 120 to 716 companies, to better represent the wider software automation space as a whole. Focus has been on companies with an estimated valuation of >$100M, as well as the most exciting early-stage startups.

The categorization has been updated to include three top-level categories, a) automation building blocks, b) E2E automation players, whose offering include most of the automation building blocks and horizontal / function specific solutions.

Read more about the automation map here.

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Total raised
Artificial Intelligence

Spillman Technologies

Developer of law enforcement and public safety software. The company offers cloud based Computer-Aided Dispatch, Records Management Systems, Fire, Mapping and Jail Management Systems software for police departments, sheriff's offices, communication centers, fire departments and correctional facilities in the United States.

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Otto (Road)

Developer of an automated truck driving technology intended to reduce human error in commercial transportation. The company develops a technology that can be fitted into trucks to automate driving, enabling truck drivers to take a break from long hours of driving and increasing safety.

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MRO Software

Developer and provider of asset and service management technology designed for managing industrial equipment. The company's products are built using a services-oriented architecture (SOA), and offered to customers in the energy, manufacturing, pharmaceuticals and aerospace and defense, utility and transportation industries for keeping tabs on physical assets such as power plants and refineries, enabling the clients to make product integration easier.

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Datasul

Developer of management and enterprise resource planning software. The company engages in the development of software integrated technologies for corporate management. The company's software is used to manage processes such as finances, human resources, logistics and manufacturing.

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Ansoft

Developer of electronic-design automation software designed to streamlines the design of electronic products. The company's software helps to o achieve first-pass system success when designing mobile communication and internet devices, broadband networking components and systems, integrated circuits (ICs), printed circuit boards (PCBs) and electromechanical systems, enabling technology companies to save time and achieve faster results.

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docSTAR

Developer of document management software products. The company provides enterprise content management, document management, automated accounts payable and electronic forms technology as a cloud hosted service in the Software As a Service (SaaS) model. It offers software suites which comprise features such as document control, records management, document imaging, data capture, invoice processing, workflow and business process automation.

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Transaction Tax Resources

Developer and operator of a website intended for quickly finding tax answers and tax rates. The company runs a subscription-based website that allows its clients to look up any taxes their company will pay, or be exempt from, for any product it buys or sells, enabling them to address the tax questions of clients.

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Sparkling Logic

Developer of a decision management platform intended to enable rapid deployment of enterprise artificial intelligence, predictive analytics, and decision models. The company's platform offers a low-code and no-code user interface to allow business users to integrate machine-learning models with business rules, create dynamic forms and instantly deploy intelligent applications across the enterprise, enabling users to collaborate while rapidly discovering, and testing, and deploying artificial intelligence-driven applications.

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SAS Institute

Provider of analytics, business intelligence and data management software and services intended to help access, manage, analyze and report on data to aid in decision-making. The company's platform makes analytics accessible to anyone seeking insights from data regardless of skill or experience via a rich interface and easily tackles both modern and legacy data types so a user can unify the data they need to generate successful actions from analytics and also handles analytical problems of any size or complexity with an extensive suite of proven methods, enabling customers at more than 75,000 locations around the world to improve performance and make better decisions quickly.

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Pardot

Developer of a marketing automation software intended to create meaningful connections, generate more pipeline and empower sales to close more deals. The company's software offers a range of services including email marketing, social media marketing, sales intelligence, and return on investment reporting, thereby enabling businesses to create, deploy, and manage online marketing campaigns.

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Top of Mind Networks

Developer of marketing automation and customer relationship management (CRM) software designed to help organizations win new business, earn repeat business and gain referral business. The company's software offers a wide range of functions including email marketing, social media marketing, lead generation and pipeline management to the real estate and mortgage industries, enabling clients to handle all of their customer relationship management needs and remain in contact after closing.

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Exstream Software

Provider of enterprise personalization solutions that allow businesses to provide timely, relevant, and coordinated communications across the spectrum of media channels. The company's software solutions including Dialogue, WebVerse, and AFP Studio, companies can create any kind of customer communication, from high-volume statements and bills to on-demand fulfillment and correspondence; personalize it based on customer buying patterns, preferences, and previous interactions; and deliver it through mail, e-mail, and the Internet. The company also provides software consulting and custom application programming services. The company sells products and services to the financial services, banking, insurance, telecommunications, utilities, and retail industries. The bulk of revenue is derived from activity in the computer software industry. The company has direct sales and services offices in the United States, United Kingdom, France, Germany, the Czech Republic, Norway, and Australia.

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Encoda Systems

Provider of automation and media management software. The company supplies automation, sales, traffic, programming and financial software for the broadcast, cable and satellite industries.

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Dynamo Software

Developer of a cloud-based front, middle and back-office software designed for alternative asset managers. The company's configurable CRM(Customer Relationship Management), investment management and reporting platform allows alternative asset investment firms to consolidate their operational lifecycle onto a single platform, enabling fund administrators, pension funds, private equity and venture capital funds, real estate investment firms and family offices to solve complex challenges across the private investment landscape.

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OpenText

Provider of business process management and optimization solutions. The company provides organizations with a competitive edge by automating, measuring and improving resource-intensive business processes across different communities, including customers, employees and partners. Its core technologies are content management, process management, goal management, process modeling, forecasting, simulation, analysis, reporting and optimization.

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StereoLOGIC

Designer and developer of software robots. The company's software robots helps in visualizing the business processes, measures process time and provides the information about process errors and delays, enabling enterprise operational managers to solve critical and complex challenges related to customer service acceleration, productivity improvement, post-transformation stabilization and quality management in a fraction of time and cost.

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StereoLogic

Designer and developer of software robots. The company's software robots helps in visualizing the business processes, measures process time and provides the information about process errors and delays, enabling enterprise operational managers to solve critical and complex challenges related to customer service acceleration, productivity improvement, post-transformation stabilization and quality management in a fraction of time and cost.

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Cicero (PINX: CICN)

Cicero Inc provides desktop activity intelligence and improvement software that helps organizations isolate issues and automates employee tasks in the contact center and back office. It provides a combination of application and process integration, automation and desktop analytics capabilities, technical support, training and consulting services. Geographically, it operates in the United States, and Europe. The company generates revenue from three categories: software, maintenance, and services; out of which a vast majority is earned from Software within the United States.

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Soroco

Developer of a work graph platform intended to power digital transformation. The company's platform gives organizations a structured view of how work happens on the ground and identifies benefits from applying a portfolio of change levers, thereby offering businesses an automation technology that is designed to automate at an unprecedented scale.

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Innowera

Operator of a global software provider started to empower SAP users with agile data management and productivity tools. The company's Process Runner dramatically reduces the total cost of ownership (TCO) of SAP systems and makes SAP easier for users on all levels of business by simplifying complex problems and driving efficiencies with automation.

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Automate.io

Developer of a SaaS-based platform designed to help companies in automating their workflows. The company's platform helps in one-to-one integration of various applications or multi-application workflows, thereby enabling clients to automate marketing, sales, and business processes by using their online tools.

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EnableSoft

Developer of robotic process automation software. The company's software-as-a-service (SaaS) solution offers a no-code library of hundreds of actions that enables managers to build automation for desktop apps, web apps, Excel workbooks, PDF forms and more.

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Loop AI Labs

Developer of a cognitive computing system designed to change how machines can autonomously learn and understand the human world. The company's system automatically interprets natural language, and extracts a ready-to-use, structured representation of the concepts and their relationships contained in small or large stores of text, enabling organizations to capitalize on their data, unlabeled data with no human guidance and without requiring expensive and time-intensive human-generated labels.

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NICE (Israel) (TAE: NICE)

Nice is an enterprise software company that serves the customer engagement and financial crime and compliance markets. The company provides data analytics-based solutions through both a cloud platform and on-premises infrastructure. Within customer engagement, Nice's CXOne platform delivers solutions focused on contact center software and workforce engagement management, or WEM. Contact center offerings include solutions for digital self-service, customer journey and experience optimization, and compliance. WEM products optimize call center efficiency, leveraging data and AI analytics for call volume forecasting and agent scheduling. Within financial crime and compliance, Nice offers risk and investigation management, fraud prevention, anti-money laundering, and compliance solutions.

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Whale Cloud

Provider of telecom software development and delivery, cloud computing, big data analytics, AI-enabled service operations, IoT and smart city solutions. The company's software offers business support, operations support, big data and managed services, enabling the telecom operators to achieve operational agility and deliver innovative services quickly in a challenging and quickly changing market.

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Primarius (SHG: 688206)

Primarius Technologies Co Ltd is committed towards delivering innovative EDA solutions to tighten the linkage between advanced process development and high-end chip designs.

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Perpetuuiti

Developer of software products designed for the digital transformation of organizations. The company offers comprehensive platforms that deliver automation solutions for modernizing resiliency management and turbocharging the performance of applications, IT, and business operations at speed and scale, enabling clients to drive exponential efficiencies.

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Ikarus

Developer of an accounts payable automation platform intended to automate manual repetitive tasks for businesses. The company's platform uses a cognitive process automation framework that leverages advanced machine learning algorithms to work on unstructured text documents like invoices, forms, contracts, and emails, enabling clients to improve productivity and save costs while ensuring the workforce is engaged in creative work.

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NTT Advanced Technology

Provider of information technology services intending to provide technical business solutions. The company's services include system integration, security maintenance, cloud and IoT business, offering innovative solutions to modern technological problems related to business.

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SmartStream Technologies

Provider of transaction lifecycle management Services. The company offers software services that bring automation and control to the middle and back office. It offers lifecycle management services for cash management, compliance management, corporate actions, exception management, reconciliations, trade finance and trade process management. It's services also include business consulting, customer support, customer training and outsourced reconciliations.

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Numeca International

Developer of computational fluid dynamics (CFD) software intended for turbomachinery, marine, aeronautics, aerospace and multi-physics applications. The company's software facilitates simulation, design and optimization of fluid flow and heat transfer and offers automated flow integrated environments (FINE), including FINE or Turbo for the simulation of rotating and turbomachinery flows.

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Telerik

Vendor of development, automated testing, and team productivity tools, as well as UI components and content management solutions. The company's services include enterprise, enterprise account manager, on-site training, consulting, and go-to-meeting sessions.

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T.Plan

Developer of a test management software designed to optimize the performance of the operating system. The company's software aids to manage every aspect of the robotic process automation and testing process as well as provides a consistent and structured approach to automation and testing at the project and corporate level, enabling users to maximize their information technology potential.

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SafeBoot

Provider of enterprise security software intended to protect data, devices, and networks against the risk associated with loss, theft, and unauthorized access. The company's SaaS based platform offers a suite of mobile data-security software that is scalable, utilizes encryption and access-control techniques and is designed to integrate seamlessly with existing enterprise systems, enabling users to prevent unauthorized access to sensitive data, and stops data loss and exposure.

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Intelliflo

Developer of business management and cash flow planning software intended for the financial advisory industry. The company offers tools to streamline business management systems as well as for portfolio and cash flow management, enabling clients to reduce manual processes and improve efficiency.

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1E

Developer and provider of real-time endpoint management platform and solutions headquartered in London, United Kingdom. The company's platform offers solutions including digital experience monitoring and employee engagement, real-time remediation and servicenow endpoint automation, unified endpoint management augmentation, software asset intelligence and work from anywhere management, enabling clients with visibility and control of all endpoints.

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Fluxicon

Provider of process mining, analysis, compliance and improvement software and services intended for process owners and consultants. The company can analyze business processes in a bottom-up fashion using historical data in the IT systems and create a process model from these data to find deviation on plans or to produce detailed usage data, enabling clients to get valuable insight on which functionality the users access, and how they navigate your product.

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Lana Labs

Developer of a process mining platform designed to change the way companies analyze and improve their processes. The company's platform describes the visualization and analysis of traces that leave processes in information technology systems, enabling customers with a flexible and fully automated method of process analysis.

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kyp.ai

Developer of process automation technology intended to apply artificial intelligence to achieve process benefits in operational reality. The company's technology provides insights into resource utilization, automation potential, and monitoring resources, enabling clients to significantly improve transparency on their own processes and free up resources.

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Integromat

Developer of an online automation platform intended for automating manual processes. The company's platform helps to connect apps, services and devices with each other and automate workflows using a no-code visual builder, thereby helping companies move data between apps without effort to focus on growing their business.

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HotDocs

Developer of document automation software designed to offer flexible options to enable organizations of any size to deploy the best product fit for their document assembly requirements. The company's software is widely used in the legal, banking, insurance, government, public and corporate sectors, for increasing accuracy, reducing cost, mitigating risk and improving efficiency in the generation of complex documentation. It also allows its users to quickly and efficiently generate customized documents such as contracts, sales agreements, government forms, and loan documentation.The company's software automates document assembly for increasing accuracy, reducing cost, mitigating risk and improving efficiency in the generation of complex documentation enabling users in legal, banking, insurance, government, public and corporate sectors to get quickly and efficiently generate customized documents such as contracts, sales agreements, government forms and loan documentation and transform into intelligent templates.

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VisualCron

Developer of automation and task scheduling tool for Windows designed to solve and automate everyday task scheduling for businesses. The company's tool manages data, information, and processes to reduce investment, cost, and resources, thereby enabling businesses to increases productivity by making use of computing technology.

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Another Monday

Provider of customized intelligent process automation systems intended to offer robotic process automation technology. The company's services use intelligent process automation to relieve employees from monotonous, manual tasks with the help of virtual assistants, enabling companies to improve the effectiveness of processes, increase productivity and lower costs.

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Automic Software

Developer of an automation software platform created to help companies automate tasks across various apps and servers. The company's automation software platform offers software for data automation, finance automation, cloud automation, business processes, applications and infrastructure-regardless of complexity or location, on-premise or in the cloud, enabling businesses to deliver their big ideas and stay competitive by automating day to day business processes.

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Colang

Developer of robotic digital software intended to automate all desktops and web-based tasks. The company's software is based on robots that run on the computer, using applications and websites and are always online and accessible even through Whatsapp, can do various tasks like invoice processing, monthly tax reports, timesheet management, customer interaction, and more, enabling SaaS companies to automate repetitive desktop, save time for their customers and increase engagement.

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Voximplant

Developer of web-based VoIP applications intended to provide phone calls through browsers without phones. The company's applications offer seamless voice calling capability to website operators and its multifunctional serverless platform empowers developers to build scalable applications at low costs, enabling clients to make phone calls through any computer device, directly from a web page.

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41

Packet Design

Developer of internet protocol network route analytics software designed to transform the way network operators plan, deploy and assure services. The company's software provides visibility into routing and traffic behavior across the entire cloud, enabling network managers, mobile operators, cable and broadband providers, enterprises and government agency tools to optimize the performance, control their networks and provide critical services across the cloud.

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65

Gluware

Developer of a cloud-based network orchestration platform intended to automate and orchestrate large multi-vendor, mission-critical networks. The company's platform simplifies multi-vendor network complexity while reducing life cycle costs and boosting network agility, enabling service providers and value-added resellers to provide enterprise-grade cloud networking services to their customers.

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109

Mavenir Systems

Developer of a multimedia communications and information processing software intended for communication service providers and enterprises. The company offers a cloud-native network software, a mobile communications software stack that runs on cloud infrastructure and connects devices, as well as people to the internet and apps also offer multimedia messaging, operating in the Americas, Europe, the Middle East, Africa and Asia-Pacific.

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500

Orb Health

Developer of a collaborative care platform designed to offer scalable chronic care management (CCM) that helps deliver improved patient outcomes. The company's platform offers a collaborative healthcare data interface that aims to optimize clinical workflow, drive layered patient engagement programs, maximize chronic care management reimbursements, and can be fully integrated into existing technology infrastructure and care teams, enabling clients to practice without additional overhead while maximizing revenue and gaining efficiency.

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11

Madaket

Developer of a healthcare data management platform designed to streamline the slow process of managing provider data. The company's platform automates the healthcare enrollment process and sends the right information to each applicable payer, thereby enabling healthcare organizations to save time, correct manual errors, and track down the status of enrollments.

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20

Aesynt

Provider of integrated platform to automate the supply and medication-use processes in community and university hospitals. The company offers software and services for supply chain management, clinical and financial operations and pharmacy and health care management.

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35

Element5 (Enterprise Systems (Healthcare))

Developer of an intelligent process automation platform designed for simplifying work for post-acute care organizations. The company's platform leverages Artificial Intelligence (AI) and Robotic Process Automation (RPA) to deliver intelligent automation and analytics, enabling organizations to improve operational efficiency, recognize revenue and help their resources focus on enhanced patient outcomes.

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49

Qventus

Developer of hospital management software designed for hospital teams to make better operational decisions in real-time. The company's platform helps to address operational challenges across the hospital including emergency departments, preoperative areas, patient safety, inpatient, outpatient, and pharmacy, enabling clients to turn data into action and make better operational decisions in real-time.

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95

nirvanaHealth

Developer of robotic process automation cloud platform designed to perform core business functions and drive automation. The company combines deep healthcare domain expertise with proven platform-building experience to deploy robotic process automation across the payer and PBM industries, thereby enabling healthcare companies to reduce cost and improve quality across the payer and pharmacy benefit management ecosystems.

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124

PatientSafe Solutions

Provider of point-of-care (POC) mobile platform designed to help care teams communicate and work together reliably and efficiently. The company's platform unifies communication with workflow by consolidating text, talk, alerts, EMR data, clinical workflows and customizable care interventions, all in one mobile application and on one device, enabling clinicians to deliver measurable safety and quality improvements.

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150

ikaSystems

Provider of cloud-based software for business automation and process services for the healthcare market. The company provides an enterprise-level platform to support healthcare payers' commercial and Medicare requirements through the automation of sales, marketing, regulatory compliance, claims administration and customer service procedures.

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188

Olive

Developer of process automation software designed to build meaningful artificial intelligence that empowers and scales humans. The company's software acts as a router between systems and data by automating repetitive, high-volume tasks and workflows to eliminate denials for no coverage as well as improve cash collections, enabling healthcare organizations to improve efficiency and patient care while reducing costly administrative errors.

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852

Plutoshift

Developer of a cloud-based operational data platform designed to empower operators to automate performance monitoring for any industrial workflow. The company's platform makes businesses drive return on investment by reducing resource consumption and operating costs and also provides data-driven operations by moving insights and AI from the back office to front line operators, managers, and executives, enabling operators to automatically monitor the performance of critical processes and have access to actionable information.

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15

Tidal Software

Provider of application scheduling and performance management software in the United States. The company's services include job scheduling for ERP/CRM, business intelligence, ETL, databases, storage management, management frameworks, and service oriented architecture (SOA) based applications and Tidal intelligent reporting software, enabling clients to optimize the critical business outcomes associated with automation in the enterprise.

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17

Surglogs

Developer of a healthcare platform designed to digitize administration, management, and operations. The company's platform helps healthcare organizations to become organized and efficient by reducing paperwork, automating processes and streamlining compliance, enabling clients to have a regulatory compliance suite for streamlining administration in healthcare facilities.

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18

Vela Systems

Provider of construction field software that automates the execution and oversight of field activities on construction and capital projects. The company offers software products in the areas of issues and punchlists, field report, materials tracker, safety, commissioning, owner handover and customer service, document sync project document, field building information models, extra work order, and quality assurance and quality control checklists.

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19

inthinc Technology Solutions

Provider of telematics services focused on driver safety, efficiency, and compliance. The company's telematics services offer account management services, data services, field services and training and resources for customers and technicians and specialize in fleet management, driving safety services, telematics, GPS tracking, driver mentoring and monitoring.

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33

LogiNext

Developer of a logistics management software designed to track the workforce in real-time on a single map interface. The company's software offers logistics data analytics, warehouse management, and asset tracking services, enabling businesses to plan and manage their dispatch schedule, delivery routes, and capacity in a cost-optimized way.

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49

Dexterra

Provider of a portfolio mobile workforce software solutions to manage and optimize mobile operations. The company offers mobile business applications, such as mobile field service software applications; service scheduling and dispatch software applications for provisioning, scheduling, and dispatching workers; location-based services software applications for visibility into the location and status of resources and assets in the field; mobile sales force automation software applications that provides sales force with the tools to manage their customer and prospect relationships; and mobile asset management software applications.

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109

Shiftboard

Developer of online scheduling and hourly workforce management software designed to manage workforce needs. The company's software produces optimized schedules and simplifies tracking and reporting needs, enabling clients to engage, schedule, and manage communications with their workers in a hassle-free way.

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31

ProntoForms (TSX: PFM)

ProntoForms Corp provides mobile business software solutions for enterprises and small and medium businesses. Its products deliver scalable web-centric solutions for mobilizing workforce applications, making them accessible anywhere in the world. The flagship ProntoForms platform allows mobile workers to connect with corporate business systems and databases via their mobile devices, simplifying field sales, service, and data collection. It delivers its solutions through Tier I service providers, business-to-business wireless resellers, device manufacturers, and information technology solution providers. The company operates in the United States, Canada, Latin America, Europe, and other countries, of which the prime revenue is derived from the United States.

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36

Fieldglass

Provider of a vendor management system. The company's solutions include InSite Contingent, a software as a service platform that automates the process of procuring and managing contingent labor, from requisition through invoice and payment.

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39

UpKeep

Developer of an enterprise maintenance management software designed to improve and simplify the work order process. The company's mobile work order and asset management platform is built from the ground up as a mobile application for field and remote technicians to collaborate with their peers and managers and allows workers to snap a picture of equipment needing maintenance, create a work order, and send it to be processed, all from their mobile device, enabling maintenance technicians and managers to speed up the maintenance work order process, increase visibility, enhance productivity and save money and time.

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49

ClickSoftware Technologies

Developer of automated mobile workforce management and optimization services. The company offers end-to-end visibility and control of the service management chain by optimizing, forecasting, planning, shift and task scheduling, mobility and real-time management of resource and customer communication for enterprise and small businesses both for mobile and in-house resources.

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58

Plex Systems

Developer of a cloud-based enterprise resource planning platform intended to automate business processes for discrete manufacturers. The company's platform connects suppliers, machines, people, systems and customers with ERP and manufacturing automation capabilities, manages manufacturing operations, keeps accounting and finance system in sync, tracks all program activities and improves inventory accuracy, enabling clients to increase production, improve product quality, gain real-time access to data and run their businesses at maximum efficiency.

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184

Estify

Developer of an automation software designed to bridge the gap between insurance carriers and collision repair shops. The company's software offers a transfer tool that automates the integration of estimate data between auto insurance companies and body shops along with making automotive repair safer and efficient, enabling collision repair shop owners and employees to improve their everyday business practices.

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13

Mynd(software)

Provider of insurance software. The company provides software systems for the automation of many basic insurance processing functions such as underwriting, claims accounting, financial and regulatory reporting, and cash management.

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38

PlanSource

Developer of a SaaS cloud-based benefits administration platform. The company's platform automates various benefit transactions and connects with the insurance carriers for benefits administration and human capital management, enabling employers, brokers and insurance carriers to get affordable, intuitive and highly configurable benefits strategy.

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68

Groundspeed

Developer of insurance data automation software intended to help clients accelerate their commercial insurance submission process. The company's software uses machine learning technology that automatically requests, receives, processes, and analyzes loss run data from carrier PDFs and other document types in order to inform users about important claims, trends, underwriting profit pools, and carrier profitability, enabling insurance brokers and carriers to improve financial performance and understand the placement of risk.

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86

AgentSync

Developer of modern insurance infrastructure intended to connect carriers, agencies, MGAs, and producers. The company solutions create onboarding, licensing, and appointing processes for insurers and producers while ensuring growth and compliance, thereby providing customer-centric design, seamless APIs, automation, and unparalleled service to its clients.

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111

Zywave

Provider of software-as-a-service (SaaS) enterprise automation software for the employee benefits and property and casualty insurance distribution industry. The company's cloud-based insurance and financial planning software offers agency management, claims data and benefit plan analysis, compliance, risk management, client communication, agency marketing and pharmacy benefits management, enabling brokers and their clients to increase initial prospect meetings, better close rates and shortened selling cycles in the intensely competitive independent brokerage market.

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122

Applied Systems

Developer of cloud-based insurance software designed for the insurance industry. The company specializes in insurance automation software for agency and brokerage management systems that automate the exchange of information and data throughout the insurance life cycle between agencies, brokerages, carriers and their clients, enabling clients to have greater access to information and streamlining workflows.

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2466

Candor (Financial Software)

Developer of loan engineering software designed to replicate the critical thinking required during underwriting to make lending decisions. The company's platform uses robotics to tackle staffing challenges, eliminate repurchase risk, conducts full underwriting, extract and analyze data and assess program eligibility, enabling clients to easily transform expert thinking and problem solving to underwrite a loan.

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14

Finomial

Developer of a cloud-based client life cycle management platform designed to connect the critical interactions between institutional and individual investors, fund managers, fund administrators, and custodians. The company's platform automates the hedge-fund subscription process, as well as offers investor analytics services, enabling clients to maximize returns on their investments, promote profitability and automate investor servicing from end to end.

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17

Harvest Savings & Wealth Technologies

Developer of an investment platform designed to provide integrated savings and wealth management. The company's platform uses a unique, rule-based logic to execute trades that are compliant, tax-aware, meet fiduciary obligations, and accommodate mutual funds and equities, thereby enabling financial businesses to easily create, update and assign model portfolios to reflect their unique investment strategies.

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29

CMG (Financial Software)

Developer of a workflow management and data analytics platform designed to enhance productivity in the public capital markets. The company's platform incorporates client feedback into an integrated roadmap, enabling banks, asset managers, and broker-dealers to gather insights on data and analyze it properly.

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39

SurePrep

Developer of professional tax automation software designed to provide tax technology services that transform the tax and accounting industry. The company specializes in software-powered services to the professional tax return preparation market that offers online tools based on OCR (Optical Character Recognition) which are used for tax filing, income calculations, loan underwriting and mortgage processing, enabling individuals to submit tax returns.

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66

Nymbus

Developer of a core banking software designed to transform the way traditional banks and credit unions support and interact with their customers. The company's software is an all-in-one core processing system with a single sign-on combined with a modern user-friendly interface, enabling financial institutions to automate their workflows and upgrade into a digital banking system, evolving with their customers.

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134

Amber Road

Amber Road Inc is a provider of cloud-based global trade management solution. Its solution modules and services include import and export management, global sourcing, risk and quality management, production management, transportation management, supply chain visibility, duty management, and professional services. The firm generates revenue from the sale of subscriptions and subscription-related professional services and geographically from the United States.

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137

ICE Mortgage technology

Developer of software products and services designed to be used by mortgage lenders to process mortgage applications. The company's cloud-based platform offers services that include customer relationship management, loan processing, underwriting, compliance and overall enterprise management to the residential mortgage industry, enabling banks, credit unions and mortgage lenders to originate and fund mortgages.

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366

Black Knight (NYS: BKI)

Black Knight Inc is a technology company that, through its subsidiaries, provides software, data, and analytics solutions to the mortgage and consumer loan, real estate, and capital markets industry. The company's product portfolio includes software solutions to support loan origination, processing and servicing, and data and analytics solutions such as automated valuation models, data integration, risk assessment, among others. Black Knight's business is organized in two segments: software solutions and data/analytics. The majority of revenue comes from the company's software solutions segment, and most of the company's revenue is earned in the United States.

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441

XtraCHEF by Toast

Developer of a restaurant management platform designed to offer cost management and back-of-house digital transformation. The company's platform leverages a combination of machine learning, data science and a deep understanding of restaurant finance to capture, digitize, map and auto-code vendor invoices and purchase inventory in real time, enabling restaurant operators, caterers and accountants to save time and money by eliminating manual, time-consuming back-of-house tasks.

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11

CAMP Systems International

Provider of software and information services to the corporate aviation market. The company provides aircraft maintenance tracking and information services. It provides information regarding Federal Aviation Administration mandates, airworthiness directives and service bulletins.

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15

SitePro

Developer of digital oilfield water management platform designed to optimize the full life-cycle of fluid management operations. The company's platform digitalizes and automates water infrastructure, as well as streamlines operations for oil and gas operators to remotely monitor and control assets, improve water logistics, simplify regulatory reporting and reduce environmental risks throughout the entire water lifecycle, enabling oil and gas companies to reduce their costs and gain visibility to track fluid throughout their assets and optimize decision-making.

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16

WaterSmart Software

Developer of SaaS-based customer engagement and analytics platform designed to provide superior customer service to water utilities. The company's platform adds intelligence to meter data and allows customers to help themselves by accessing detailed information to answer questions and solve common problems, enabling water utility clients to better communicate with their consumers about the value of water, how their water use compares to others and how they can save money.

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19

Artificial

Developer of automation software designed to close the loop between humans and automation. The company's software leverages technology to provide services like flexible lab scheduling, scalable robotic automation applications, control of complex distributed cyber-physical systems, and control and management of robots and automation equipment, enabling scientists and automation engineers to accelerate productivity and reduce errors.

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22

Geli

Developer of end-to-end software designed to design, automate and manage energy storage services. The company's software streamlines the energy storage development process, enabling clients to minimize environmental impact.

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29

CES International

Developer of web-based real-time software solutions for utility companies. The company is the developer of the Centricity operations resource management (ORM) system, which includes an outage-management system, and the Energy Delivery Management (EDM) suite of network-management software.

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31

Loop Returns

Operator of exchange-first returns platform intended to drive loyalty for e-commerce businesses. The company's platform leverages post-purchase insights to make better buying and merchandising decisions, retains revenue by simplifying the path to finding the product, shorter return cycles for customers, and full automation for the team, enabling organizations to increase the efficiency and customer retention.

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77

SuperOps

Developer of an automation platform designed to simplify workflow operations with step-by-step prompts. The company's artificial intelligence-based platform revamps the data leaks, process delays, outdated technology as well as ugly UI by having a human-centric design, enabling clients to automate processes, drive revenue, and scale their businesses.

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17

ConverseNow

Developer of a communication platform designed to connect restaurants with their customers through the use of artificial intelligence. The company's platform automates and personalizes restaurant orders on high-volume voice channels such as phone, drive-through, self-service kiosks, voice assistants, and voice-assisted chat as well as deploys a context-aware digital ordering expert, enabling restaurants to drive their revenues by improving margins and increasing upsell while providing a better consumer experience.

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29

Dassault Systèmes BIOVIA

Developer of software-based technology to facilitate the discovery and development of products and processes in the pharmaceutical, biotechnology, energy, chemical, aerospace and defense, automotive, and consumer packaged goods industries. The company's products include a scientific operating platform, which allows users to aggregate, integrate, and mine structured and unstructured scientific data, such as chemical structures, biological sequences, and digital images. The platform filters, normalizes, and performs statistical analysis on scientific data, and provides interactive visual reports to scientists and scientific managers.

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59

Florence (Other Healthcare Technology Systems)

Developer of an electronic document workflow software designed to make clinical trial documents compliant and simple. The company's software reduces redundant chores for sites and permits and automates trial site access to make remote monitoring of documents possible while giving real-time insights into study progress, enabling clients to streamline trial operations and accelerate studies.

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120

GetSwift (NEOE: GSW)

GetSwift Technologies Ltd is a technology and service company. It offers a suite of software products and services focused on business and logistics automation, data management and analysis, communications, information security, and infrastructure optimization. It also includes ecommerce and marketplace ordering, workforce management, data analytics and augmentation, business intelligence, cloud communications and others.

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147
Other vertical specific solutions
Other vertical specific solutions
Other horizontal & function specific solutions
Other horizontal & function specific solutions
Other automation building blocks
Other automation building blocks
Inventory & supply chain
Inventory & supply chain
DevTools
DevTools
ITOps
ITOps
Identifying new opportunities
Identifying new opportunities
Telecom
Telecom
Self-driving vehicles
Self-driving vehicles
Finance & banking
Finance & banking
Insurance
Insurance
Healthcare
Healthcare
Legal
Legal
Logistics & manufacturing
Logistics & manufacturing
HR
HR
Conversational AI
Conversational AI
RPA & Workflow
RPA & Workflow
Intelligent document processing
Intelligent document processing
Data integrations provider & iPaaS
Data integrations provider & iPaaS
BPM platform
BPM platform
Orchestration
Orchestration
Sales & Marketing
Sales & Marketing
E2E automation
E2E automation
Cybersecurity
Cybersecurity
Finance
Finance
Africa
Africa
Oceania
Oceania
Middle East
Middle East
Asia
Asia
Europe
Europe
America
America
No items found.

News from our portfolio

All news
New Automation Market Map is published – Software Automation private funding grew by 230% in 2021

New Automation Market Map is published – Software Automation private funding grew by 230% in 2021

...
How MariaDB became the world-leading open-source database company

How MariaDB became the world-leading open-source database company

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Announcing LoopMe exit: celebrating the next chapter of a real Ad-Venture

Announcing LoopMe exit: celebrating the next chapter of a real Ad-Venture

...
PassFort acquired by Moody’s Corporation

PassFort acquired by Moody’s Corporation

...