DocFinity Pricing, Features, Reviews & Comparison of Alternatives


Document and business process management software

5.0/5 (1 review)

DocFinity overview

What is DocFinity?

DocFinity is an enterprise content management software that helps organizations to manage documents, records, forms and workflow options. The software also offers business process management features and can either be deployed on-premises or be hosted in the cloud.

DocFinity offers a variety of features including document indexing, scanning paper documents to digital files, importing multiple file types, search functionality, document viewing and annotation capabilities. The software supports versioning of documents and can print multiple stored documents without the need to open them. In addition to its core functionalities, DocFinity offers many add-on modules that help to expand and enhance the product’s capabilities. Additional features offered include visual dashboards, eForms, records management, hierarchical storage management and automated compliance management. The software supports audit trails and integrates with third party applications such as SharePoint, Oracle applications, SAP and Microsoft Office. Docfinity BPM software helps to connect disparate software systems, automate workflow reporting and monitor job inventories and output. It helps to model, automate, execute, control and measure all business processes and aids in better decision-making. DocFinity Intelligent Capture add-on helps to auto-classify large groups of documents, launch workflows & business processes and extract content from other sources.

The software can be accessed on desktops and mobile devices using browser-based apps and is targeted at companies in a wide range of industries including healthcare, insurance, manufacturing, publishing, pharmaceuticals, legal, education and government.


Pricing options
Value for money
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Business size



United States, Canada

Supported languages

DocFinity screenshot: DocFinity can be accessed on iOS and Android devicesDocFinity Insurance OverviewDocFinity screenshot: DocFinity creates audit trails for every eventDocFinity screenshot: DocFinity Intelligent Capture auto-classifies documentsDocFinity screenshot: DocFinity maintains document history and version controlsDocFinity screenshot: DocFinity offers dashboard featuresDocFinity screenshot: DocFinity provides insights using visual analytic tools such as charts and graphs

DocFinity user reviews


Very good
Value for money
Ease of use
Customer support
Johnathan Mullin

Document workflow processing made easy

Used daily for 2+ years
Reviewed 2019-09-07
Review Source: Capterra

When this product went live to our client, it produced so many realized benefits, to name a few: elimination of paper being passed between people and the negatives related to that (lost paperwork, the use of so much paper, hard to manage workload and so-on). Management of work was easier to track because it was all digitized. Some complex flows did cause latency, but later releases may have taken care of such issues. Also environment could affect processing. Overall a plus.

Eliminates waste by replacing manual paper processing. Digitized document administration makes the workload more accountable and traceable.

Some of the more complex workflows, took up more overhead than we imagined with constant monitoring and a crack technical staff.

Rating breakdown

Ease of use
Customer support

Likelihood to recommend: 8/10

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DocFinity pricing

Pricing options
View Pricing Plans

Contact DocFinity for pricing information or a quote.

DocFinity features

Activity Dashboard
Document Storage
Drag & Drop Interface
Search Functionality
Third Party Integration

Access Control (244 other apps)
Activity Tracking (149 other apps)
Automatic Notifications (192 other apps)
Chat (168 other apps)
Collaboration Tools (373 other apps)
Collaborative Workspace (240 other apps)
Commenting (210 other apps)
Customizable Branding (180 other apps)
Document Management (226 other apps)
File Management (158 other apps)
Permission Management (208 other apps)
Projections (153 other apps)
Reporting & Statistics (156 other apps)
Workflow Management (158 other apps)

Videos and tutorials

Additional information for DocFinity

Key features of DocFinity

  • Versioning
  • Audit trail
  • Automates file back-up
  • Automate compliance
  • Customizable form designs
  • Document storage
  • eForms
  • Integrates with SharePoint
  • Supports iOS and Android devices
  • Records management
  • Search and view documents
  • Integrates with third party applications
  • Dashboards
  • Electronic document management
  • Charts & graphs
  • Import any file type
  • Drag-and-drop functionality
  • API
  • Automate processes
  • Document indexing
View All Features


● DocFinity is an enterprise content and business process management software that can either be installed on-premises or hosted in the cloud.

● The software offers core features including document indexing, search functionality, data import/export, version controls and scanning papers documents to convert them to digital files.

● Through various add-on modules, the product delivers capabilities in business process management, workflow management, dashboards, forms management and records management.

● DocFinity is flexible & scalable and enables organizations to meet business objectives such as compliance, integration of business units, process automation, and operational efficiency.

● The product can be used by businesses of all sizes in a variety of industries including healthcare, legal, insurance, financial services, education, publishing, hospitality, manufacturing, utilities, and government.