Best Forms Automation Software in Canada

Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

Get ready for AI! Ensure your field data is healthy, accurate, and ready to go. ALMobile helps streamline and consolidate your field data tracking and payroll processes to connect everyone on your project. Start tracking employee time, attendance, and project information accurately and efficiently in the field or the home office. Cut through the noise of unorganized information and scattered data, and start analyzing what’s most important with ALMobile’s unique reporting capabilities integrated with your primary accounting system. Pull real-time project and employee data that are accurate, customizable, and easy to analyze. ALMobile helps companies work smarter and faster together. Say goodbye to paper, worksheets, and relying on legacy systems to track your data.

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.

Assembly is an automated, all-in-one communication, collaboration, and engagement hub that helps organizations engage, find meaning, stay informed, and save time at work. It's a flexible platform that brings together people, knowledge, and engagement into one secure place. From peer-to-peer recognition and nominations to announcements, wins and anonymous suggest boxes, your team will see immediate improvements in morale, collaboration, and knowledge sharing. Engage your team Building a community is challenging in today's world, and effective communication, engagement, and cross-functional collaboration are essential for retention and workplace happiness. Make collaboration seamless Get your team in sync to maximize problem-solving and decision-making. Get structured feedback, run more effective meetings, and hold team stand-ups to ensure alignment. Built-In Integrations Engage where you already work. Enjoy over 40 integrations to make work easier and seamless.

Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations. We help solve two main challenges in the enterprise: The first is the custom application backlog. Enterprise IT teams say “not now” to most custom application requests from business teams. While important to a department, they aren’t vital enough to engage limited IT bandwidth. Kissflow gives internal developers a hyper-fast platform to build various applications quickly. The second is starting a citizen development program. Process owners are scattered throughout the organization and need a standard, approved, and governed way to build automated applications that are a step up from spreadsheets. With its simple no-code design, patented rules engine, and comprehensive governance module,

Designed for multi-unit retailers, manufacturers, pharmacies and hospitality businesses. Bindy is a cloud-based platform that helps streamline inspection workflows, identify issues and assign corrective actions to ensure compliance with brand standards. Administrators can schedule visits on a calendar and create customizable inspection checklists or forms to collect data from sites and add attachments in them for reference. Key features of Bindy include audit management, root cause analysis, data visualization, task management, collaboration and more. The software allows managers to automatically generate action plans using identified non-compliant items and designate users for each task to streamline issue resolution processes. Additionally, the built-in monitoring functionality enables supervisors to login-in and check the work progress across teams to view outstanding tasks.

Repsly’s retail execution platform empowers CPG field teams to improve field sales performance, merchandising execution, and promotion compliance by connecting them with the data and tools they need to work more intelligently in their accounts. Repsly’s configurable platform equips field teams with solutions for scheduling, ordering, data collection, time and mileage tracking, sales performance reporting, and more. But what makes us truly unique is our approach to data: The Repsly platform combines data on shelf-level execution, team activity, and sales velocity to help field teams make smarter decisions that maximize their impact. Informed by over a decade of experience helping CPG teams drive smarter execution in the field, today Repsly users complete more than 5 million in-store activities every month in 80 countries around the world.

Gluu is a process operations platform that connects how you design work with how teams run it. Map end-to-end processes with roles, controls and SOPs, then publish to web, iOS and Android. Turn flows into execution: schedule checklists, recurring tasks and case workflows with owners, due dates, approvals and required evidence. Frontline users get the right task, instruction and form at the right time; managers see progress and handoffs in real time. Capture data with no-code forms, automate reminders and reports, and keep versioning with a complete activity trail. Log issues, incidents and CAPAs in context, link risks and controls, and prove standard work was followed—every time. Portfolio views track projects and cases against shared templates across sites. Outcome: consistent execution, faster onboarding and fewer errors—without adding headcount. “Gluu lets us see if tasks haven't been done and if work is not flowing - in the entire value chain.” — Hans Jørgen Ebbesen, CEO, CJ

Kizeo Forms is a powerful, intuitive mobile data collection app designed to streamline business processes across industries like construction, real estate, and healthcare. Create, customize, and manage digital forms with ease. Key Features: Customizable Forms: Design forms with text, photos, GPS, signatures, and more. Offline Functionality: Collect data without internet access and sync later. Real-time Data Sharing: Instantly share data with your team and back-office systems. Advanced Integration: Integrate with Google Sheets, Excel, and cloud storage solutions. Automated Workflows: Automate data processing and workflows, generate reports, and trigger email notifications. Secure and Compliant: Protect your data with advanced security features and industry-standard compliance.

Cognidox is an online document management system for high-tech, medical device and life sciences product development sectors. Available in the cloud or as an on-premise solution, Cognidox promotes better product lifecycle management and knowledge transfer from developers to clients, partners, and customers. Secure and reliable, Cognidox provides plug-ins for various programs such as Microsoft Office, and we also offer a robust API so that you can integrate almost any process with Cognidox In addition to the core function as a DMS, an add-on for Cognidox also offers a way of allowing licensing and distribution of documents to third parties via fully sandboxed site so you have the power to publish specific documents whilst keeping your main storage secure. Another popular add-on is the gBMS - graphical Business Management System, Use Visio to easily capture your business processes, a good BMS should give you clear oversight of your entire operation.

Use the drag & drop process flowchart builder and embed video, docs & guidance to make things clear. Execute as dynamic task checklists with automated notifications, dependent dates and owners for every step. View all task progress, what is on track and what is overdue, using summary dashboards or detail reports. Communicate, @mention & resolve issues as a team (even Guests), keeping a record of everything discussed. Manage audits, feedback, track process success and record ‘why not done’, with audit trails and timestamps throughout. Use the drag & drop process flowchart builder and embed video, docs & guidance to make things clear. Execute as dynamic task checklists with automated notifications, dependent dates and owners for every step. View all task progress, what is on track and what is overdue, using summary dashboards or detail reports-

With Ultradox you can automate tedious tasks and create your own business applications without hiring a team of developers. The unique combination of workflow and template engine allows you to combine, send and print documents, generate websites or send response emails as part of your process. In addition to automations that run in the background, like creating and sending weekly reports, you can also create interactive apps that engage multiple users, like approval flows. Share your app with your users or colleagues directly from Google Drive. Published apps follow material design guidelines and play well on both desktop and mobile devices. Ultradox has been created to allow people with or without coding skills to create applications. It's amazing to see what users with no coding experience have created.

What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.

FSM Lite is a forms based task management solution that enables you to effectively manage your data, create and share forms, schedule, assign and track tasks and more. With FSM Lite, you can step into the cutting-edge world of advanced process flow management solutions which allows you to focus on taking your business to new heights of success. FSM Lite streamlines your operations and enhances your efficiency with its powerful task management software capabilities. With FSM Lite, you can easily create forms with simple drag and drop user interfaces to suit your tasks specifics which needs no coding knowledge . Our flexible form builder can be used to build digital forms tailored to fit your specific task execution process.

VAIRKKO provides the fastest and easiest way to manage your workforce and operations from a unified intelligent platform. From our first Public Safety client in Highland Indiana, to the thousands of clients in numerous industries we serve around the world today, VAIRKKO (pronounced V-AIR-CK-O) helps organizations of all types and sizes unlock their business potential. Since 2009, we've led the way in workforce and operations management through our beautifully designed software. Our suite of cloud products are fully integrated and can be purchased a la carte giving any organization the ability to grow over time by adding products only when they need them. We pride ourselves on our customer-centric approach which shows through every day in everything we do. Our unmatched experience, deep insights, and cutting-edge technology has transformed the way our clients run their businesses.

Modern Credentialing and Enrollment Software EddyCore is a self-service, cloud-based software for credentialing, privileging, and enrollment. We provide best-in-class software and services that assist both healthcare organizations and providers, saving valuable time and resources. Integrated with EddyOne to allow for seamless collection of provider data. Industry-leading implementation speed with services to simplify your transition. Delegate verification and enrollment tasks while tracking action items in real-time. No modules. No feature limitations. Get the full power of Eddy right out of the box. Create unlimited non-provider accounts with no additional fees. Run numerous primary source verifications with the click of a button. EddyCore was designed by credentialing and enrollment experts to make life easier for anyone responsible for managing provider credentialing and enrollment.

Cypher IQ Digital Platform is the “Secret Code” to business process automation. The platform was developed because there is a need for businesses to be able to access technology that is affordable, simple to use, quick to install, with straightforward licensing. Digitise and Automate any of your business processes. Speak to one of our experts to find out how. Make your business more productive by bringing together your people, processes and data in a single platform. Designed around your specific needs, it will save you time, save you money and increase efficiency within your business. Cypher IQ digital can provide our Digital Teams package that can provide incredible technology without having to license all modules. Cypher IQ Digital can provide its Design, Implementation and Support to just a single workflow requirement. Provide Cypher IQ Workflow Platform with access to up to 10 Workflows. This includes access to our Turn Key Solutions and Configurable Technology Solutions.