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Workflow Management
Page 13

Workflow Management Software with Audit Trail (2026) - Page 13

Last updated: April 2026

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Task Management(294)

Collaboration Tools(276)

Workflow Management(300)

Search/Filter(242)

Document Management(279)

Audit Trail

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Microsoft 365(65)

Google Workspace(33)

Microsoft Outlook(74)

Salesforce Sales Cloud(37)

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OWLS Software is an end-to-end cloud administration software used to administer all aspects of the policy lifecycle for both short-term and long-term insurance businesses and financial services. It provides independent functions, third-party integrations, and a platform to run all functions for both short and long-term businesses on one system.

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Enterprise content and document management solution

EffiDocX is an enterprise content management (ECM) solution designed to meet the dynamic needs of contemporary enterprises by streamlining document management processes. The system facilitates content lifecycle management, enabling organizations to create, manage, and deliver digital content across multiple devices and channels while maintaining security and accessibility.

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Tessaract

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The all-in-one, cloud-native PMS for UK SME law firms.

Tessaract is the all-in-one, cloud-native PMS for SME law firms - a disruptor in a UK market plagued by ageing tech.

A configurable, scalable platform to automate repetitive processes, with all the functionality you'd expect and more.

Realise unmatched productivity gains to maximise firm capacity.

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Quickwork

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Real-time integration and API platform

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BotCity

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Aico

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Cloud-based financial close platform

Aico is a cloud-based financial close platform for large enterprises. It provides a suite of solutions to automate and streamline all aspects of the financial close process. The key features of Aico include a Closing Task Manager to accelerate month-end close and improve accuracy, automated Account Reconciliations to check balances, and more.

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Aico is a cloud-based financial close platform for large enterprises. It provides a suite of solutions to automate and streamline all aspects of the financial close process. The key features of Aico include a Closing Task Manager to accelerate month-end close and improve accuracy, automated Account Reconciliations to check balances, and more.

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Genasys

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Genasys is a unified, cloud based insurance platform for insurers, MGAs and brokers moving beyond legacy systems without disruption. The platform allows for drag and drop control of complex processes and workflows, improving operational efficiency and automating manual work.

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Silverfin

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Cloud accounting for compliance automation

Standardise working practices across the firm - Agree how you want to work as a firm or follow industry best practice. Then use Silverfin to turn this into automated workflows so every team follows the same processes. Reduce errors, risk and the time wasted correcting mistakes.

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SAM - Smart Asset Maintenance

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Intelligent Business Process Workflow Automation Suite

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page 13 of 13

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