Best Digital Transaction Management Companies in New York, United States
The 82 best Digital Transaction Management companies in New York, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Canoe Intelligence.
Ranked: Best Digital Transaction Management companies in New York
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Canoe Intelligence Cloud-based investment documents and data management for enterprises | $73M | 23 mo ago | 128 | 2017 | Jason Eiswerth CEO | WordPressSentryZendesk+42 | — | 1 partnership · 3 awards |
| 2 | Eigen Technologies AI based solutions to extract data from documents | $60M | 75 mo ago | 143 | 2015 | — | — | 43 patents Patents concentrated in health & consumer products | — |
| 3 | Nuxeo Open source content management platform | $40M | 117 mo ago | 59 | 2000 | — | Apple iCloud MailAlgoliaZURB Foundation+10 | 8 patents Patents concentrated in computing, sensing & instrumentation | — |
| 4 | fileAI Developer of an AI-native platform for unstructured data workflow automation | $26M | 16 mo ago | — | 2021 | Clare Leighton Co-Founder & COO | TurbopackFirebaseSentry+25 | — | — |
| 5 | Lua Online platform for document management | $25M | 108 mo ago | 89 | 2010 | — | PHPChart.jsLaravel+16 | — | — |
| 6 | TextIQ Provider of artificial intelligence software for legal e-discovery and analysis | $16M | 84 mo ago | 90 | 2014 | Omar Haroun Co-Founder | — | — | — |
| 7 | ConductorAI AI-powered SaaS solutions for organizations to adopt and leverage AI technologies | $15M | 12 mo ago | — | 2023 | Zachary Long Co-Founder | — | — | 2 job openings · 1 launch · 1 partnership |
| 8 | UnifyApps AI-powered enterprise platform offering a unified integration layer to connect systems of record | $11M | 11 mo ago | 114 | 2023 | Sumeet Nandal Co-Founder & COO | ContentstackContentfulAlgolia+23 | — | 1 partnership |
| 9 | Clause Contract management solutions | $11M | 83 mo ago | 21 | 2015 | — | — | 262 patents Develops hybrid vegetable and pepper seed varieties for improved agricultural traits. | — |
| 10 | Seek Cloud based knowledge management and business intelligence software for enterprises | $10M | 36 mo ago | 26 | 2021 | Sarah Nagy Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+19 | 48 patents Rapid nucleic‑acid molecular diagnostics and CRISPR‑based treatments for animal diseases | — |
| 11 | Ayfie Cloud based text analytics and enterprise search platform | $10M | 82 mo ago | 30 | 2016 | — | HubSpot CMS HubApple iCloud MailMicrosoft 365+18 | — | — |
| 12 | Redactable Provider of document redaction software to manage sensitive data | $7M | 30 mo ago | 4 | 2018 | — | WebflowYouTubeHubSpot+13 | 7 patents Cloud-based automated OCR and document redaction integration | — |
| 13 | true AI-powered lending intelligence software | $6M | 18 mo ago | 32 | 2017 | Ari Gross Co-Founder & CEO | WordPressMySQLPHP+29 | — | — |
| 14 | Visor Cloud-based platform for enterprise data integration and collaboration | $5M | 56 mo ago | 20 | 2016 | — | WordPress Block EditorWordPressApple iCloud Mail+33 | — | — |
| 15 | Taskade Provider of unified AI workspace for app creation, automation, and collaboration | $5M | 72 mo ago | 5 | 2017 | Stan Chang Co-Founder & CEO | Node.jsTypeScriptGraphQL+26 | — | 2 launchs |
| 16 | BackboneAI AI-based intercompany data automation platform | $5M | 75 mo ago | 7 | 2019 | Rob Bailey Founder & CEO | — | — | — |
| 17 | Shake Legally Binding Agreement App | $4M | 151 mo ago | 11 | 2012 | — | — | — | — |
| 18 | PLIA Web-based process management software | $4M | 123 mo ago | — | 2012 | Bill Stephenson Chairman/CEO | — | — | — |
| 19 | Cassidy Provider of AI-powered automation platform integrating company data and workflows | $4M | 9 mo ago | 2 | 2021 | Justin Fineberg Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+31 | 3 patents Toy ball-throwing mechanisms with aerodynamic fin designs | 2 launchs |
| 20 | Double Nickel Provider of truck driver recruiting and compliance software | $2M | 13 mo ago | — | 2023 | Francisco Roualdes Co-Founder & CEO | Framer SitesReactcore-js+11 | 15 patents Hammerless striker‑fire handgun components: sear assemblies, frames, and grips. | — |
| 21 | Base64 AI AI-based platform for data extraction | $2M | 51 mo ago | 7 | 2020 | Ozan Bilgen Founder & CEO | WordPress Block EditorWordPressMySQL+44 | 6 patents AI-powered document analysis, ID verification, and multi‑modal data extraction | 2 launchs |
| 22 | Ontotext Semantic graph database | $2M | 40 mo ago | 89 | 2000 | Atanas Kiryakov Founder & CEO | WordPress Block EditorWordPressMySQL+41 | — | — |
| 23 | Kiip Provider of document management platform | $1M | 55 mo ago | 41 | 2021 | — | Cart FunctionalitySquarespace CommerceSquarespace+20 | — | — |
| 24 | Jumptuit Provider of an enterprise document search solution | $650K | 120 mo ago | 8 | 2014 | Donald Leka Founder & CEO | — | 11 patents AI-driven contextual search and data fusion for event- and location-based information retrieval | — |
| 25 | CaseRails Legal Documents automation | $370K | 153 mo ago | — | 2013 | Erik Dykema Co-Founder | — | — | — |
| 26 | truePTS Post-trade workflow automation | $310K | 99 mo ago | — | 2015 | Zohar Hod Founder & CEO | — | — | — |
| 27 | Pigeon Cloud-based platform for document management | $125K | 36 mo ago | 5 | 2022 | Adam Sharf Co-Founder & COO | — | — | — |
Top 12 Digital Transaction Management companies in New York
#1
Series B · New York, New York · founded 2023 · 114 employees$11Mraised▾
AI-powered enterprise platform offering a unified integration layer to connect systems of record. It is an enterprise AI platform that provides a unified operating system for organizations to connect disparate applications, enable AI, and automate workflows. It empowers businesses to transform into AI-native enterprises by offering a low-code/no-code AI operating system. They integrates with various systems, including Salesforce and Workday, to unify data and enhance productivity.
- Jul 2025Series B$51M
- Sep 2024Series A$20.8M
- Mar 2024Seed$12.4M
#2
Series A · Brooklyn, New York · founded 2023$15Mraised▾
AI-powered SaaS solutions for organizations to adopt and leverage AI technologies. It supports organizations navigate paperwork, processes, and everyday tasks to get approvals. The platform enables users to ingest structured and unstructured data, apply AI models to categorize and extract key data elements, and configure workflows.
- Jun 2025Series A—
- Mar 2025Series A$15M
#3
Series A · New York City, New York · founded 2021$26Mraised▾
Developer of an AI-native platform for unstructured data workflow automation. The platform automates manual business processes across various industries. It leverages AI to automate data extraction, organization, and enrichment across diverse file types. The platform supports multiple languages, transforming knowledge-intensive processes into automated workflows.
- Feb 2025Series A$14M
- Jan 2024Series A$6.5M
- May 2022Series A$4M
- Sep 2021Seed$1.5M
#4
Series A · New York City, New York · founded 2021 · 2 employees$3.7Mraised▾
Provider of AI-powered automation platform integrating company data and workflows. The platform connects to CRMs, support tools, internal knowledge bases, and APIs to build custom assistants and multi-step automations for sales, marketing, operations, and customer support teams. Key features include contextual AI assistants, automated RFP responses, lead enrichment, internal search, ticket triage, and workflow analytics. The system enhances team productivity by reducing manual effort, improving speed and consistency, and supporting enterprise requirements like secure access controls and compliance.
- Sep 2025Series A$10M
- Aug 2024Seed$3.7M
#5
Series C · New York, New York · founded 2017 · 128 employees$72.8Mraised▾
Cloud-based investment documents and data management for enterprises. It offers an AI interfaced solution for categorizing documents, accessing platforms via APIs, metadata analysis, and accounting systems, extracting data and transactions, and validating data for developing investment strategies. Also, provides news updates, insights, and announcements as a reference to users.
- Jul 2024Series C$36M
- Feb 2023Series B$25M
- Sep 2021Series A—
- Jan 2020Series A$11.8M
#6
Seed · Brooklyn, New York · founded 2023$2.5Mraised▾
Provider of truck driver recruiting and compliance software. This platform streamlines the hiring process, automating tasks such as driver engagement, qualification verification, and scheduling interviews. It offers tools for managing communications, ensuring compliance with regulations, and maintaining driver records. The software includes features to improve lead conversion, reduce time-to-hire, and enhance driver retention. A mobile-friendly application simplifies the process for drivers, and integrations with background check services are available. The platform aims to reduce recruitment costs and improve overall fleet efficiency.
- May 2025Seed$2.5M
#7
Series A · Forest Hills, New York · founded 2017 · 32 employees$6.1Mraised▾
AI-powered lending intelligence software. It offers lending management solutions like document classification, data extraction, document versioning, automated analysis of a borrower’s total income, and more. It also offers solutions for auditing, due dilligence, compliance management, and more. Its other features include Financial Services Solutions and Tax Preparation Automation.
- Nov 2024Series A$6M
- Aug 2021Seed—
- Jan 2017Grant (prize money)$52.6K
#8
Seed · New York City, New York · founded 2018 · 4 employees$6.8Mraised▾
Provider of document redaction software to manage sensitive data. It employs artificial intelligence and includes features such as redaction, organization, collaboration, error identification, content searching, document cleansing, editing, and time tracking, and more. It provides tools to help users navigate the redaction process, collaboration redaction with peers, logs, comments, and tasks. It can be integrated with platforms like Box, Dropbox, and others. It serves the legal, banking, real estate, healthcare, and insurance industries. It is a tool available on the subscription based pricing model.
- Dec 2023Seed$5.5M
- Aug 2022Seed—
- Jul 2022Seed$1.3M
- Jun 2020Seed—
#9
Acquired · New York City, New York · founded 2021 · 26 employees$10.5Mraised▾
Cloud-based knowledge management and business intelligence software for enterprises. It offers semantic software that automates data analytics using artificial intelligence and offers a natural language user interface that enables users to ask questions and the AI generates data responses based on user queries. It provides data teams with a platform to automatically create and maintain code for solving ad-hoc problems as well as create and manage semantic models.
- Jun 2023Seed$3M
- Jan 2023Seed$7.5M
- Jan 2022Seed$10K
#10
Acquired · New York City, New York · founded 2015 · 143 employees$60Mraised▾
AI based solutions to extract data from documents. It provides document capture software that can be integrated with email systems and document repositories to automatically detect and ingest new documents. Features of the platform include document preprocessing, extraction of structured and unstructured data, data validation, and more. It provides solutions for industries such as insurance, banking, supply chain, and more.
- Mar 2020Series B$5M
- Nov 2019Series B$37M
- Jun 2018Series A$17.4M
- Dec 2016Seed$69.8K
#11
Acquired · Brooklyn, New York · founded 2000 · 59 employees$39.7Mraised▾
Nuxeo provides an open source content management platform enabling architects and developers to easily build, deploy, and run content-centric business applications. Its offering includes Nuxeo’s Enterprise Content Management (ECM) technology, an integrated solution for document management; case management; and digital asset management. Customers include Electronic Arts, Orange telecommunication, US Navy and Jeppesen, a Boeing Company. It offers both cloud and on-premise solutions.
- Sep 2016Series B$20M
- Jun 2016Series B$10M
- Sep 2013Series A$3.8M
- Jun 2010Series A$3.3M
#12
Acquired · New York City, New York · founded 2010 · 89 employees$24.5Mraised▾
Online platform for document management. It provides a solution for teams to communicate, coordinate, and stay accountable. In the office or on the go, They also offer organizations access to people, reliable communication, and file distribution, and more.
- Jun 2017Series A$200K
- Aug 2016Series A$1.4M
- Sep 2015Series A$1.5M
- Mar 2015Series A$6.8M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Digital Transaction Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.