All solutions

Solution summaries

• Airtable — Airtable is a no-code platform for building apps, workflows and AI agents on shared data. Teams model records, automate processes and deploy agents without engineering. It is used by over 500,000 organizations, including 90% of the Fortune 100. Pricing is per editor seat: Free, Team at $20/user/month and Business at $45/user/month billed annually, with custom Enterprise Scale. Security covers SOC 2 Type 2, ISO 27001, HIPAA and GDPR, with EU and Australian data residency.
• Apollo.io — Apollo.io is a sales intelligence and engagement platform combining a 240M-contact B2B database with agentic AI that researches accounts, writes outreach, follows up and books meetings. Data, intelligence and execution layers feed each other, and work happens in Apollo's workspace or inside CRM, Gmail, ChatGPT and Claude via 200+ integrations. Founded in 2015, Apollo reports 600,000+ companies and 40,000 paying customers, a free-forever Starter plan, and enterprise governance and admin controls.
• Archer — Archer is an enterprise governance, risk and compliance platform from Archer Technologies, built around regulatory change management. Decades of regulatory content, compliance-trained AI and audit-grade workflows connect obligations to controls and evidence. Customers include half the Fortune 500 and 38 of the top 50 global banks, with more than 1,500 organizations cited. Deployment is SaaS or on-premises and pricing is custom and unpublished, so it fits large regulated organizations rather than small self-serve teams.
• Assignar — Assignar is a construction operations and margin control platform for civil contractors and specialty trades. It captures hours, plant, dockets and variations once in the field, costs them to the job in real time against budget, and flows time-tracking data back to ERP and accounting systems. Operations, commercial and finance teams share one record of work covering scheduling, timesheets, digital forms, compliance and job costing, with a mobile app for crews and a public API add-on for custom builds. 800+ contractors use it.
• AuditBoard — Optro (formerly AuditBoard) is an AI-powered GRC platform used by more than half the Fortune 500. It unifies audit, risk, infosec and compliance in one system of record, adding AI agents, autonomous testing and AI-driven regulatory change alerts. Integrations cover Jira, ServiceNow, Slack, Teams, Workday, NetSuite and BI tools, plus REST/SCIM APIs, a developer portal and an MCP server. Pricing is quote-based with unlimited stakeholder licenses and implementation via Optro Success and Services.
• BILL — BILL is a financial operations platform that unifies accounts payable, accounts receivable, spend management and expense tracking. Finance teams import bills, route approvals, pay vendors by ACH, check, card or international transfer, and sync automatically with QuickBooks, Xero, NetSuite, Sage Intacct and Microsoft Dynamics. Per-user plans start at $49 per user per month, and Spend & Expense is free, with per-transaction payment fees on top. The vendor reports 500K+ businesses and $345B in annual payment volume.
• Brex — Brex is a spend management platform combining corporate cards, business accounts, expense management, travel, bill pay and accounting automation for 35,000+ companies. Startups can start free on Essentials; Premium adds dynamic policies, AI-powered compliance audit detection and multi-entity support at $12 per user/month, with custom Enterprise pricing. Brex reports automating 71% of prepared expenses and saving customers an average of 756 hours a year.
• Celonis — Celonis SE, headquartered in Munich, sells a Process Intelligence platform that models how work actually flows through a business. More than 1,400 companies use it to analyze, design and operate AI-driven processes across supply chain, manufacturing, finance, IT and banking. The Celonis Context Model supplies operational context to enterprise AI and agents. Pricing is quote-based and not published, with no free tier; deployments are enterprise-scale and typically require ERP data, partner services and executive sponsorship.
• Clari — Clari is an enterprise revenue platform, now part of Salesloft, that unifies CRM, email and conversation data into forecasting, pipeline inspection, deal management and conversation intelligence. It markets a Predictive Revenue System with AI agents that prioritise signals and push next steps, plus MCP connectivity for agent queries. Pricing is quote-based and unpublished, buyers are mid-market and enterprise revenue teams, and implementation typically involves a paid onboarding engagement.
• Diligent — Diligent is an AI-positioned GRC platform that unifies board governance, compliance, risk and audit in one system. It reports 25,000+ customers, 1m+ users and 75% of the Fortune 500, and is rated a Leader by major analyst firms. Pricing is quote-based with no public list price. The vendor publishes SOC 2 Type II and ISO 27001 assurance, regional data residency and HIPAA audit reporting. Best suited to regulated mid-market and enterprise buyers with a formal governance function.
• Docusign — Docusign combines eSignature with contract lifecycle management, document generation and the AI-assisted Intelligent Agreement Management suite. Teams send, sign and track documents, store agreements in a central repository, automate approvals with no-code workflows and connect to 1,000+ apps and public APIs. Personal pricing starts at $132/year; team plans run $30–45 per user per month; enterprise IAM plans are quoted by sales. eSignature deploys in days, while CLM and IAM rollouts are heavier.
• Expensify — Expensify is an all-in-one spend management platform covering receipt scanning, expense reports, reimbursements, corporate cards, travel booking, bill pay and invoicing. Concierge AI categorizes expenses, flags policy violations and cleans up reports, while two-way syncs to QuickBooks, NetSuite, Xero and Sage Intacct keep accounting current. Signup is self-serve and free for individuals, with company plans from $5 per member per month. 45+ integrations and 10k+ supported banks underpin global reimbursement.
• Gong — Gong is a Revenue AI platform for go-to-market teams. It captures and analyzes customer interactions, then layers AI agents and purpose-built apps (Engage, Forecast, Enable, Agents) on its Revenue Graph. Buyers use it for conversation analytics, pipeline and churn prediction, forecasting and enablement. Pricing is quote-based: per-user licenses plus a platform fee, with integrations at no cost. Gong cites 5,000+ customers and holds SOC 2 Type 2 and ISO 42001 certifications.
• HubSpot — HubSpot is a Cambridge, Massachusetts based CRM platform vendor founded in 2006. Its agentic customer platform unifies Marketing, Sales, Service, Content, Data and Revenue hubs on one Smart CRM, with AI agents for support resolution, prospecting and account insight. The vendor reports 306,000+ customers, 2,000+ integrations and AWS hosting with SOC 2 Type 2, SOC 3 and GDPR tooling. Free tools and self-serve onboarding keep entry friction low.
• Hyperproof — Hyperproof is an AI-powered GRC platform covering compliance, risk, audit, trust, and third-party risk management. It ships 160+ pre-built frameworks, 200+ integrations that automate evidence collection, and a FedRAMP Moderate Hyperproof Gov environment. Typical buyers are regulated technology, fintech, healthcare, and manufacturing organizations running several frameworks such as SOC 2, ISO 27001, NIST, and HIPAA. Pricing is quote-based and not published, so evaluation is sales-led.
• Jira — Jira is Atlassian's work management platform for software, IT and business teams. It combines planning, tracking and reporting with Atlassian's Rovo AI agents, which update work items and surface context from connected tools such as Confluence and Slack. Atlassian reports more than 300,000 customer organisations and that 80% of the Fortune 500 use its products, positioning Jira inside wider Teamwork, Service, Software, Strategy and Product collections.
• Katana — Katana is cloud inventory management software for product businesses that sell across multiple channels and locations. It unifies real-time stock, order management, manufacturing, forecasting and warehouse workflows in one system, with ecommerce and accounting integrations, an open API and Katana MCP for AI chats in Claude or ChatGPT. Plans start free (30 SKUs) and Core from $299/month with unlimited users; guided onboarding typically reaches full inventory visibility in about six weeks.
• MetricStream — MetricStream is an AI-first connected GRC platform spanning enterprise and operational risk, regulatory compliance, internal audit and SOX, cyber GRC, third-party risk and business resilience. Chartis Research ranks it #1 in Enterprise GRC and a category leader across all seven GRC categories, and it is named a leader by IDC MarketScape and Verdantix. Reference customers include Shell, LSEG, Nordea, Siemens Energy, BMO and CIBC. Pricing is not published; deals are quote-based enterprise agreements.
• monday.com — monday.com is a cloud work management platform sold per seat, with a free tier and paid plans from $9 per seat per month. It has repositioned as an AI work platform, bundling AI agents, a Sidekick assistant, Notetaker and AI credits with each tier. Roughly 250,000 customers use it across project delivery, CRM, service and dev, with 850+ integrations and a native MCP server for Claude, ChatGPT, Copilot and Gemini. Buyer evidence includes a 4.7/5 average review score from 10,000+ reviews.
• MRPeasy — MRPeasy is cloud MRP/ERP software for small and mid-sized manufacturers, aimed at companies with 10-200 employees that have outgrown spreadsheets. It combines production planning, BOM and routing, shop-floor reporting, inventory with lot traceability, purchasing, sales/CRM and a standard accounting module. The vendor reports 2,300+ customers in 60+ countries. Pricing is per user per month with no mandatory implementation fee, self-serve CSV migration, and integrations for Shopify, Xero, QuickBooks, Salesforce, HubSpot and Power BI.
• Navan — Navan is an AI-powered business travel, corporate card and expense platform. Travel booking is free for companies up to 300 employees, funded by supplier commissions; expense is free for five users then $15 per user per month, with enterprise pricing quoted. It integrates with ERP, HRIS, SSO and security tools, and combines self-serve booking with 24/7 human support and the Ava assistant. Best for finance, travel and procurement teams replacing legacy T&E stacks.
• Notion — Notion is an all-in-one AI workspace combining docs, wikis, projects and databases, now positioned around Notion Agent, Custom Agents and Enterprise Search. Per-member pricing starts free, so teams can trial and reach first value in days. It fits best as a company-wide knowledge and work hub that consolidates point tools, with SSO, SCIM, audit logs and SOC 2, ISO 27001 and HIPAA at Enterprise. It is not a vertical system of record such as ERP, MRP or an LMS.
• OneTrust — OneTrust is an Atlanta-based GRC vendor whose AI-Ready Governance Platform unifies privacy automation, consent and preferences, data use governance, AI governance, technology risk and compliance, and third-party management. The company reports more than half the Fortune 500 as customers, 2,000 employees, and 13 global offices, and was named a Leader in the Forrester Wave for Privacy Management Software, Q4 2025. Pricing is quote-based per module, tied to admin users and asset or inventory counts.
• Pipedrive — Pipedrive is a cloud sales CRM from a company founded in Estonia in 2010 and headquartered in New York. It centres on a visual kanban pipeline, activity reminders, workflow automation, forecasting and 500+ marketplace integrations. Over 100,000 companies in 179 countries use it, and the vendor positions it as the easy, effective CRM for small and medium-sized businesses. AI features include an AI Sales Assistant and Nova call intelligence, which the vendor says is included in every plan. A 14-day free trial requires no credit card.
• Procurify — Procurify is an agentic procurement platform for mid-market finance and operations teams, covering intake, purchase orders, invoice matching, payments and spending cards. AI agents draft requests, code invoices and three-way match, and Spend Analyst answers spend questions in plain language. Pricing is modular and quote-based: every customer starts with a Purchasing platform that includes approvals, budgets and ERP sync with NetSuite, QuickBooks, Sage Intacct and Dynamics 365 Business Central. The vendor cites deployment in weeks and SOC 2 Type 2 audit.
• Ramp — Ramp is an all-in-one spend management platform combining corporate cards, expense management, accounts payable, travel, procurement, and treasury in one system. It says 70,000+ businesses use it and claims full implementation in 30 days or less, with ERP connection in minutes. Pricing starts free, with Plus at $15 per user per month plus a platform fee and custom Enterprise tiers. AI agents handle coding, fraud checks, approvals, and invoice processing. SOC 2 Type II is reported on Ramp's security page.
• Retool — Retool is a low-code platform for building internal tools, admin panels and portals on a company's own databases and APIs. Its rebuilt AI-native builder generates production-ready apps from prompts, and a native MCP server lets developers build from AI coding agents inside Retool's governed environment. It runs in the cloud or self-hosted, with SSO, RBAC and audit logging on higher tiers. A free tier exists; paid plans price builders, internal users and external users separately.
• Salesforce Sales Cloud — Salesforce Sales Cloud is the sales application of Salesforce's agentic AI CRM platform: pipeline management, lead qualification, forecasting and workflow automation. Vendor pages place it in one stack with Agentforce agents, Data 360, Slack and MuleSoft. Pricing is per user and quoted by sales; Salesforce Starter can be monthly, most subscriptions are annual and paid in advance. Expect admin effort and partner help, offset by a large app and learning ecosystem.
• SAP Concur — SAP Concur is SAP's spend management suite for travel, expense, and invoice processing. It automates receipt capture, policy checks, and reconciliation, and connects to ERP, HR, and payroll systems through 300+ pre-built connectors and open APIs. Pricing is quote-based and rollouts are phased, so value typically arrives over months rather than days. Best fit is mid-size to large multinationals, especially those already running SAP.
• ServiceTitan — ServiceTitan is an all-in-one cloud platform for residential and commercial trades contractors: CRM, dispatching, scheduling, call booking, estimates, invoicing and payments plus job costing, project management, purchasing, service agreements and accounting integrations. The vendor cites 100,000+ contractors and 70+ pre-built integrations (ServiceChannel, XOi, Viewpoint Spectrum, Sage). Pricing is per technician across Starter, Essentials and The Works packages, quote-only, so buyers must request pricing. Best for established contractors, not owner-operators wanting self-serve tools.
• Smartsheet — Smartsheet is an AI-assisted work management platform for planning, tracking and automating projects at scale. Teams use sheets, Gantt, dashboards and forms to run programmes and portfolios, with 175+ integrations plus MCP connectors that bring live work data into Claude, Copilot, Gemini and ChatGPT. Plans run from self-serve Pro at $9 per member per month to custom Enterprise tiers. Buyers get SOC 2, ISO 27001, ISO 27701 and FedRAMP compliance, data residency options and enterprise governance controls.
• Spendesk — Spendesk is a European spend management platform unifying corporate cards, expenses, accounts payable, procurement and budgets. It targets finance teams at 50–250 employee companies with multi-entity, multi-currency operations. Customers report 30-day deployment and 3–4 week go-lives with guided implementation. Pricing is quote-based: a fixed monthly platform fee plus variable transaction fees, with unlimited users and cards. It integrates with NetSuite, Sage, Xero, DATEV, SAP, Slack and major HR systems, and ships Spendesk AI Connect over MCP.
• Supabase — Supabase is an open-source Postgres development platform that bundles a full Postgres database with auth, storage, edge functions, realtime and vector search behind one API and dashboard. It starts free, then scales on usage-based Pro, Team and Enterprise plans, with SOC 2 Type 2, ISO 27001, HIPAA (via BAA) and GDPR support. Teams use it to ship applications faster and consolidate backend services; an official MCP server and agent skills extend it to AI coding agents.
• Thoropass — Thoropass is a risk and compliance platform covering SOC 1, SOC 2, ISO 27001, HIPAA, HITRUST, PCI DSS, GDPR and related frameworks, combining an audit lifecycle platform with in-house auditors. It centralizes controls, evidence and auditor collaboration, supported by auditor-vetted integrations that automate evidence collection. The vendor reports more than 1,000 customers and a 4.8/5 rating, and customer stories cite large time and cost savings. Pricing is quote-based; penetration testing and vulnerability scanning are separate services.
• Tipalti — Tipalti is an AI-powered finance automation suite spanning accounts payable, mass payments, procurement, expenses and treasury in one connected platform. It automates invoice capture, PO matching, approvals, supplier onboarding, tax compliance and payouts in 200+ countries and 120 currencies, with bi-directional ERP integrations such as NetSuite, Sage Intacct, QuickBooks, Dynamics and SAP. Pricing starts at $99/month for AP and $249/month for Mass Payments plus transaction fees; standard implementations are included and users are unlimited.
• UiPath — UiPath is an enterprise platform for business orchestration and agentic automation. Automation Cloud combines RPA robots, AI agents, document understanding, process mining, testing and AI governance. A free tier and a $25/month Basic plan get teams started; Standard and Enterprise are quote-based with BYOM, BYOK and self-hosted options. Banks, healthcare, manufacturing, logistics and retail customers report large back-office savings, though enterprise rollouts need real implementation effort.
• Vanta — Vanta is an agentic trust platform that automates compliance, risk, and proof of security. It supports SOC 2, ISO 27001, ISO 42001, HIPAA, GDPR, PCI DSS and FedRAMP among other frameworks, pulls evidence from hundreds of pre-built integrations, monitors controls continuously, and powers a customer-facing Trust Center plus AI questionnaire automation. Pricing is quoted by demo across Essentials through Enterprise tiers. Vanta cites more than 16,000 customers and was founded in 2018.
• Vendr — Vendr is a SaaS procurement platform that pairs a pricing dataset built from over 130,000 real negotiations with AI pricing and negotiation agents, including Ruth. Buyers get instant spend benchmarks, contract review that flags overcharges and renewal traps, and autonomous negotiation with human oversight. Vendr reports 17.13% average savings and 9.5x ROI for customers. It integrates with Google Workspace, Microsoft 365, Slack, SSO, ERP and contract management tools. Vendr is now part of Vertice and states SOC 2 compliance.
• Workato — Workato is an enterprise iPaaS founded in 2013 and headquartered in Mountain View. It combines integration, process automation, and AI agent orchestration: pre-built connectors for thousands of apps, ERP, data, and legacy systems, plus MCP servers, Agent Studio agents, and an AI gateway with policy, RBAC, and one audit trail. Pricing is a sales-led custom quote with no published list. Best for large, governed environments; heavier lift than lightweight workflow tools.
• Zylo — Zylo is an enterprise SaaS and AI spend management platform for IT, Procurement, SAM and FinOps teams. It combines a unified system of record for software, consumption and contract data with license optimization, renewal prioritization, shadow IT discovery and compliance reporting. Zylo Clarity AI and a generally available Model Context Protocol server connect the portfolio to external AI assistants. Pricing is quote-based across Core, Premium and Enterprise packages, so implementations start with a demo and services engagement.