Best Document Management Apps for iPhone

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!

Nutrient is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best.

ARGOS is an AI-powered Identity Platform. We revolutionize how the world experiences identity. We create essential identity services for people and businesses to ensure a secure digital ecosystem worldwide. We provide services to help you identify Anyone Anywhere Anytime! ARGOS’s ID check enables seamless remote identity verification for blockchain, gaming, virtual assets, e-commerce, and fintech. With 99.996%+ accuracy, it delivers facial recognition within a day, minimizing verification errors. Supporting IDs from 200+ countries, it uses Liveness technology to detect forged faces and documents for secure authentication. As an all-in-one solution, ID check combines essential verification engines, eliminating the need for separate integrations. Businesses can also customize features as needed. From data extraction to fraud prevention, ARGOS helps businesses enhance security, streamline operations, and prevent fraud efficiently. Grow your business with our service!

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.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Optix flexible offerings include document management, workflow automation (business process management) and records management for multi-user organizations. With Optix, organizations are able to capture, store, route and secure content in virtually any format, while managing multiple revisions. With a footprint that spans the Fortune 500, federal, state, and local governments, and SMBs, Optix offers on-premises and hosted solutions that integrate with other business applications. Optix is the only complete document management system available for both Macintosh and Windows. Our drag-and-drop tools allow you to create beautiful, metadata-driven document management applications in minutes. With Optix, organizations have the power to magnify the value of one of their most critical assets, information. Optix lets organizations harness information in new ways to realize new efficiencies, reduce costs, streamline operations, meet regulatory demands, close new business, and exceed custo

Design anything. Publish anywhere. Use Canva’s drag-and-drop feature and professional layouts to design consistently stunning graphics. Design presentations, social media graphics with thousands of beautiful forms, over 100 million stock photos, video & audio, and all the tools you need. Design with millions of stock photos, vectors, and illustrations or upload your own. Edit your photos using preset filters or get advanced with photo editing tools; you’ll never be stuck for choice. Use icons, shapes, and elements with ease. Choose from thousands of parts for your designs, or upload your own. Access everything you need to make a great design for your creative needs. Use Canva Teams to support your company and foster collaboration on projects without having to switch apps. Canva integrates into all major CRM, social media, and management platforms. Magic Write in Canva Docs is your very own AI text generator for social media captions, blog ideas, product descriptions, lyrics, & more.

Unlock cost savings with Klippa DocHorizon, your intelligent solution for document processing. Experience seamless automation with cutting-edge artificial intelligence. Klippa DocHorizon empowers you to automate all your document-related tasks effortlessly. Our AI-driven intelligent document processing platform provides versatile modules available through API and SDK integrations. Choose from ready-made document processing workflows or create a custom flow tailored to your needs in just a few simple steps. Design your own workflow by combining various modules to control how documents are input, processed, and delivered in your preferred output format. With Klippa DocHorizon, document automation has never been more flexible or efficient.

With AcceleratorKMS organizations can eliminate information-caused incidents. Equip workers with mobile-ready content. Review and evergreen information. Streamline authoring and save costs. Monitor work and find efficiencies. Decrease time and money spent during onboarding. The Accelerator provides an integrated digital content ecosystem in an easy-to-use and intuitive package focused on making the complex simple. Our goal is to make information easier to find for front-line workers, making operations safer. Reduce the chance of human error by giving workers instant access to digital Standard Operating Procedures (SOP), policies, and training content on a mobile device. Reduce the chance of information-caused incidents through standardizing all operational content, and make it easier to use with AI-assisted procedure authoring. Reduce administrative involvement and management effort as standardization reduces the overall amount of operational content.

Use the GoFormz mobile forms and data capture platform to fill out forms on mobile devices and computers, even offline. Your mobile forms can look exactly like your existing paper forms, and can be used to collect Images, GPS, Signatures, and more. You can even connect GoFormz with your other business systems like Procore, Salesforce, Box, Quickbooks, Microsoft 365, Acumatica, Google Suite, Egnyte, Smartsheet, and Dropbox. Once forms are completed, they are automatically stored in the Cloud and available for review and processing – resulting in improved recordkeeping and easy retrieval. Users can also: - Dispatch forms to mobile teams - Share links to online forms with anyone - Setup automated workflows - Capture digital signatures - Connect form data with other systems leveraging our powerful API - Easily generate customized pdfs...and much more

Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Thousands of customers worldwide use Ephesoft to save costs, improve accuracy, and fuel their journey towards autonomous enterprise. Ephesoft is headquartered in Irvine, Calif., with regional offices throughout the US, EMEA and Asia Pacific. Ephesoft Transact is an enterprise capture and data extraction automation platform, in the cloud, hybrid or on-premises, that automates any content-based business process and makes meaning out of unstructured data for decision-makers worldwide.

Veryfi OCR API extracts, categorizes, and enriches all the details from unstructured consumer purchase receipts, invoices, and bills down to line items (SKU-level purchase data) at scale, without the use of traditional limitations like templates or humans-in-the-loop. Veryfi technology is TurnKey: ready to use out-of-the-box. This means no training required, no humans in the loop, and no templates. All documents are processed in real-time using Veryfis pre-trained machine models to provide instant time to value. Veryfi's mission is to free humanity from manual back-office labor.

Scanbot SDK offers a B2B product, the Scanbot Software Development Kit (SDK), enabling enterprises to easily integrate data capture capabilities such as barcode scanning, document detection & scanning, and data extraction functionalities into their mobile (iOS / Android) and web applications. The Scanbot SDK is a 100% offline solution that works exclusively on the device. It will never send data to any external server except yours. With additional features like encryption, Scanbot ensures that data is only shared between your users and your server, both at rest and in transit. The SDK is compatible with almost every app- and web-based development platform and can be easily integrated within a week. Industry-leading firms like AXA, Generali, Deutsche Telekom, and ArcBest already rely on Scanbot SDK. You can try them yourself in our demo app (available in the App and Play Store) or start testing it in your own app already – with a free trial license code available on our website.

Zoho Tables is a simple yet powerful work management software designed to plan and track your work, streamline and automate workflows, and organize and visualize data.It seamlessly connects people, processes, and information providing a unified solution for streamlined teamwork. With our mobile app, you can stay on top of your tasks wherever you are, ensuring productivity on the go! Many software users find themselves caught between overly complex tools and those that lack essential features. With Zoho Tables, you can build your own solutions for your unique work needs without writing a single line of code. What sets Zoho Tables apart is its versatility. With five different views—Grid, Kanban, Calendar, Gallery, and Form—you can view your data from various perspectives, empowering you to visualize your work the way you want.

Centralpoint is a Digital Experience Platform, and in Gartner's Magic Quadrant. It is used by over 350 clients worldwide going beyond Enterprise Content Management, securely authenticating (AD/SAML,OpenID, oAuth) all users for self service interaction. Centralpoint automatically aggregates your information from disparate sources, applying rich metadata against your rules, yielding true Knowledge Management; allowing you to search and relate disparate sets of data from anywhere. Centralpoint offers the most robust Module Gallery, out of the box, and can be installed on premise or in the Cloud. Be sure to see our solutions for Automating Metadata, Automating retention Policy Management, and simplifying the mash up of disparate data for the benefit of AI (Artificial Intelligence). Centralpoint is often used as an intelligent altternative to Sharepoint, allowing easy Migration tools. It can also be used for any secure portal solution for your public sites, Intranets, Members or Extranets.

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!