Recommended apps for automation
We often get asked which apps are best for automating - here's our pick
Table of contents
1. Apps for automating your invoicing and accounting
2. Apps to automate your project management
Apps for automating your invoicing and accounting
Freshbooks
With a great UI and intuitive features, this app is great for freelancers and small businesses that want to issue invoices and take payments online.
Sign up | Zapier integration | Make (Integromat) integration
Quickbooks
A heavyweight, full-feature accounting platform that lets you take care of all aspects of bookkeeping, account filing as well as issuing invoices, bills, POS, quotes and proposals, as well as taking payments online.
Sign up | Zapier integration | Make (Integromat) integration
Apps to automate your project management
Clickup
All-in-one platform to manage your team, the projects they're working on an the customers you're serving. Including task management, communications, reporting and CRM features.
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Apps to automate your sales and business development
Pipedrive
Primarily a CRM, Pipedrive helps businesses focus on managing sales from initial inquiry through to done deal. Collect and save data and files related to a project, set a move projects through milestones and get snapshot reporting of your sales pipeline.
Sign up | Zapier integration | Make (Integromat) integration
Apps to automate document creation and signing
PandaDoc
PandaDoc makes easy to create documents - such as contracts, proposals and financial documents - built from templates, and customised with data from the other apps your businesses uses. Advanced featurea allow you to take payments directly from the documents you send out, and request e-signatures.
Sign up | Zapier integration | Make (Integromat) integration
SignWell
For businesses that just need to focus on getting documents signed, Signwell does that makes that a simple, fast and cost-effective process.
Apps to automate your data collection
Tally Forms
Create beautiful online forms and embed them directly into your website. Tally supports all the basic and advance input types you'd fine on any form - including payment and file uploads - and has an easy to us form builder that produces professional, stylish forms.
Sign up | Zapier integration | Make (Integromat) integration
Apps to automate email and document parsing
DocParser
DocParser makes it easy to extract data from Word, PDF and image files, either either from fixed fields or variable length tables. Once extracted that data can be automatically exported wherever it's needed.
Sign up | Zapier integration | Make (Integromat) integration
Parseur
Parseur make it easy to grab data from incoming emails. It works best with transaction emails, such as order confirmations or payment receipts and you can use templates to tell Parseur to find what it needs to extract.
Sign up | Zapier integration | Make (Integromat) integration
Apps For Data Extraction
FormX
Formx is a tool that uses AI to transform data from files to structured specific format visual data, including tools like PDF to JSON converter, certificate digitalization tool, ID documents converter and others.
