Best Business Process Automation Tools for Windows

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.

A powerful iPaaS platform for integration and business process automation. Linx is a powerful platform for building custom integrations at scale. The platform provides enterprise-grade capability and unparalleled flexibility to cater to a wide range of integration use cases for today’s growing businesses, including application integration, data synchronization, data migration, automations, and rapid API development and management. Linx is a low-code, desktop-based iPaaS that enables organizations to connect their cloud and on-premise applications, data sources.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

Jira is the only project management tool you need to plan and track work across every team. Jira by Atlassian is the #1 software development tool for teams planning and building great products. Trusted by thousands of teams, Jira offers access to a wide range of tools for planning, tracking, and releasing world-class software, capturing and organizing issues, assigning work, and following team activity. It also integrates with leading developer tools for end-to-end traceability. From short projects, to large cross-functional programs, Jira helps break big ideas down into achievable steps. Organize work, create milestones, map dependencies and more. Link work to goals so everyone can see how their work contributes to company objectives and stay aligned to what’s important. Your next move, suggested by AI. Atlassian Intelligence takes your big ideas and automatically suggests the tasks to help get it done.

Zoho Creator is an all-in-one low-code application development software that is designed to help businesses digitize their operations without the hassle of traditional development. The platform lets businesses of all sizes 1. Manage their data and workflows, 2. Derive insights from their database, and 3. Link-up seamlessly with their existing software. We believe that each business is unique in its own way and our platform is built to address this uniqueness. More than 13,000 businesses with an excess of 7 million users around the world trust us to be their technology partner and you can also start your custom application journey today.

Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company is guided by its vision to fuel the future of work by unleashing human potential through Agentic AI-powered automation.

T-Plan Robot automates scripted user actions for Test Automation or Robotic Process Automation (RPA) on Mac, Windows Linux & Mobile. T-Plan develops and sells two main toolsets. 1) Test Automation and 2) Robotic Process Automation (RPA). T-Plan Robot is a highly flexible, easy to use, image-based black box GUI automation tool that creates robust automated scripts and exercises applications in the same way as would an end-user. T-Plan Robot is platform-independent (Java) and runs on, and automates all major systems such as Windows, Mac, Linux and Unix plus mobile platforms. We believe we have a solution for any environment. GUI automation interacts with your business sponsor and development teams throughout the whole project lifecycle. Working intuitively at the screen level business analysts can help testers drive testable paths through the application, whilst at the same time combining with the development team to define repeatable actions to test code in continuous development.

Ragic is a no-code database builder that allows its user to build their own system according to their own workflow with a spread-sheet like interface that is as quick and as intuitive, capable of building small contact management systems to fully fledged ERP systems.

Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.

RPA software robots work with the company's pre-existing systems, boosting productivity, accelerating decision making and lowering the error rate. This facilitates the expansion of companies that delegate manual and repetitive tasks to robots. It is the way to automate processes in companies technologically, a true digital transformation. TheEye is distinguished by its flexibility and ability to integrate workflows without changing policies. In addition, as a technological bridge, it allows you to centralize and communicate all your new and old systems, without incurring expensive licenses from a single place. Once implemented, the robots are integrated with their work team through TheEye and they begin to take care of the tasks that nobody wants to do without rest or mistakes and without losing a lot of money, freeing up talent to align with the business and increase added value.

Increase profitability and improve project success for government contractors with Costpoint Manufacturing by bringing efficiency and digitalization to the operations process—from bid to shipment. Tie all data to financials in one secure system; paper processes are digitalized as data is captured, stored and analyzed in real-time, down to the project level. Consistently collect and allocate costs and simplify adherence to contract requirements by including traceability and contract flow downs. Withstand interruptions with modernized, flexible and integrated automation for visibility into changes and process control. Connect and automate processes between finance and production for improved accuracy, true costs and audit readiness. Leverage contract flow downs and organizational, project and part security. And automate traceability on every transaction.