Best Digital Transaction Management Companies in San Francisco, United States
The 105 best Digital Transaction Management companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: DocuSign.
Ranked: Best Digital Transaction Management companies in San Francisco
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | DocuSign 🦄 Provider of electronic signature and intelligent agreement management platform solutions | $520M | 71 mo ago | 6,840 6,840 → 8,503 (+24%) | 2003 | Tom Gonser Founder | 564 patents Secure, AI‑driven e‑signature and document workflow automation with compliance analytics | 2 launchs |
| 2 | Instabase 🦄 Developer of an AI platform for document processing and workflow automation | $177M | 17 mo ago | 73 73 → 152 (+108%) | 2015 | Michelle Forral Executive Assistant to Founder & CEO | 49 patents AI-powered document understanding, prompt engineering, and retrieval‑augmented generation platforms | — |
| 3 | Pipefy SaaS-based workflow and task management solution provider | $149M | 56 mo ago | 525 | 2015 | — | — | 1 launch |
| 4 | Anomalo Cloud based data validation and documentation software solution provider | $72M | 28 mo ago | 47 47 → 83 (+77%) | 2018 | Jeremy Stanley Founder & CTO | 8 patents Automated data quality monitoring and synthetic anomaly generation for unstructured data | 1 launch · 1 award |
| 5 | PandaDoc 🦄 Provider of document management and automation platform with e-signature capabilities | $70M | 6 mo ago | 211 | 2011 | Mikita Mikado CEO | — | 1 job opening · 2 launchs |
| 6 | Nanonets Provider of an AI-powered platform for document processing and workflow automation | $42M | 27 mo ago | 40 | 2017 | Sarthak Jain Co-Founder & CEO | — | — |
| 7 | Truffle Security Provider of a platform that detects and helps resolve exposed secrets across tech stacks 42Funding top 25%Growth top 35%News top 38%Talent top 38% All 7 signals ▾Fundingtop 25% Growthtop 35% Newstop 38% Talenttop 38% Techtop 45% Globalbottom 32% Marketbottom 24% Funding: Raised $39.0M across 2 rounds · 2 rounds over 5 yrs (0.4/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 42/100 | $39M | 7 mo ago | 8 | 2019 | Dylan Ayrey Co-Founder & CEO | — | 1 launch |
| 8 | Concord Contract management software for law firms | $39M | 91 mo ago | 22 | 2014 | Matt Lhoumeau Co-Founder & CEO | — | — |
| 9 | Numeric Provider of AI-powered platform unifying close management, reporting, and cash | $38M | 7 mo ago | 4 | 2020 | Andrew Bihl Co-Founder & CTO | — | — |
| 10 | Layer API provider for multimedia messaging | $37M | 111 mo ago | 50 | 2013 | — | 12 patents Secure data integration and federated authentication for genomics and virtual building environments | — |
| 11 | Nitro Cloud-based PDF management and e-signing tools | $37M | 110 mo ago | 157 157 → 373 (+138%) | 2005 | Chris Marks Co-Founder | — | 2 launchs |
| 12 | Parabola Cloud-based data process automation platform for businesses | $34M | 35 mo ago | 24 | 2015 | Alex Yaseen Co-Founder & CEO | — | — |
| 13 | rPotential Provider of AI-powered workforce optimization solutions | $33M | 14 mo ago | — | 2025 | Greg Shewmaker Chief Executive Officer | — | — |
| 14 | Impira Unstructured data analytics platform | $32M | 76 mo ago | 27 | 2017 | Ankur Goyal Co-Founder & CEO | 3 patents AI-driven extraction, storage, and semantic visualization of unstructured data | — |
| 15 | Chainlink Labs Open-source blockchain oracle solutions | $32M | 105 mo ago | 415 | 2014 | — | — | — |
| 16 | Orderful Cloud-based EDI solutions for the logistics industry | $29M | 23 mo ago | 22 | 2016 | Kevin McGee Co-Founder | — | — |
| 17 | Bardeen Automation Cloud-based suite solutions for business process management | $25M | 22 mo ago | 33 | 2020 | Artem Harutyunyan Co-Founder and CTO | — | — |
| 18 | Playbook Cloud-based platform for document management | $22M | 45 mo ago | 9 | 2019 | — | 3 patents Patents concentrated in computing, sensing & instrumentation | — |
| 19 | Sora Cloud-based HR process automation platform | $19M | 57 mo ago | 27 | 2018 | Orien Wu Co-Founder & CEO | — | — |
| 20 | Automation Hero Provider of an intelligent process automation platform for automating tasks | $19M | 87 mo ago | 31 | 2017 | — | — | — |
| 21 | Momentum Cloud-based platform for workflow automation | $18M | 22 mo ago | 38 | 2020 | Moiz Virani Co-Founder & CTO | 16 patents Real-time acoustic signal analytics and ML-driven efficiency optimization for hydraulic fracturing | — |
| 22 | Harbour Enterprises Cloud-based suite solutions for digital transaction management | $17M | 33 mo ago | 20 | 2019 | Josh Elkes CEO | — | — |
| 23 | HelloSign Cloud-based enterprise information management platform for document management | $16M | 108 mo ago | 107 | 2011 | — | — | — |
| 24 | Process Street Cloud-based application for documentation and optimization of recurring tasks | $13M | 75 mo ago | 66 | 2014 | Cameron Mckay Co-Founder & CTO | — | — |
| 25 | Zepl Cloud-based platform for data integration and document management | $11M | 95 mo ago | 18 | 2010 | — | — | — |
| 26 | Anvil Cloud-based workflow automation platform for enterprises | $10M | 38 mo ago | 21 21 → 31 (+48%) | 2018 | Ben Ogle Founder | 14 patents Flexible hose support brackets and advanced coupling/gasket systems for fluid conveyance | — |
| 27 | FileTrail Provider of information governance and management software | $10M | 53 mo ago | 41 | 2000 | — | — | — |
| 28 | Informed K12 Cloud-based platform for workflow automation | $9M | 118 mo ago | 64 64 → 73 (+14%) | 2012 | — | — | 3 job openings |
| 29 | CryptoMove Continuous mutation and re-encryption based decentralized data security | $9M | 101 mo ago | 4 | 2015 | Boris Burshteyn Chief Technology Officer And Chief Executive Officer | 22 patents Secure data concealment and dynamic migration techniques for cloud and integrated circuit environments | — |
| 30 | Relay Provider of workflow automation solutions for enterprises | $8M | 32 mo ago | 3 | 2021 | Jacob Bank Founder & CEO | 34 patents Location-based services and multilingual communication for mobile device fleet management | 2 launchs |
| 31 | Questflow Provider of collaborative AI automation tool for businesses | $6M | 11 mo ago | — | 2022 | Carney Chu Co-Founder & CTO | — | 3 launchs |
| 32 | PlumSlice Product Management and Collaboration suite for enterprise | $5M | 103 mo ago | 23 | 2012 | — | — | 1 launch |
| 33 | Internal Platform as a service for data integration and management | $5M | 82 mo ago | 20 | 2011 | — | — | — |
| 34 | Midship AI-powered platform that automates audit processes | $5M | 4 mo ago | — | 2024 | Aahel Iyer Co-Founder | — | — |
| 35 | Actiondesk SaaS-based workflow automation software | $4M | 48 mo ago | 1 | 2017 | — | — | — |
| 36 | Pulse Provider of web & AI-powered document processing solutions | $4M | 16 mo ago | — | 2024 | Sid Manchkanti Co-Founder & CEO | 104 patents Patents concentrated in health & consumer products | 3 launchs |
| 37 | Gumloop AI-powered platform for building and hosting LLM powered automations | $3M | 3 mo ago | — | 2023 | Max Brodeur-Urbas Co-Founder & CEO | — | — |
| 38 | Kay AI powered text analytics platform | $3M | 14 mo ago | — | 2023 | Vishal Rohra Co-Founder | — | — |
| 39 | EveryTeam Premium domain name marketplace facilitating secure transactions for valuable online assets | $3M | 95 mo ago | 7 | 2018 | Todd Berman Founder & CEO | — | — |
| 40 | Butter Provider of an AI-based platform for knowledge management | $3M | 119 mo ago | 7 | 2016 | — | — | — |
| 41 | Zapier 🦄 Provider of a platform for automating workflows and integrating applications | $3M | 138 mo ago | 800 | 2011 | Wade Foster Co-Founder & CEO | 7 patents Automation workflow platforms enabling custom API actions, data sync, and intent-driven mappings | — |
| 42 | Slab Cloud-based platform for knowledge management | $2M | 100 mo ago | 25 | 2017 | James Hsi Co-Founder | — | — |
| 43 | Documenso Cloud-based digital signing platform for enterprise | $2M | 34 mo ago | — | 2023 | Timur Ercan Founder & CEO | — | — |
| 44 | Airfront AI automation platform for email inboxes | $500K | 24 mo ago | — | 2024 | Joanne Wang Co-Founder & CEO | — | — |
| 45 | AutoComputer AI based workflow automation software | $500K | 24 mo ago | — | 2024 | Rick Sugden Co-Founder | — | — |
| 46 | Brainbase AI solution built for business automation | $500K | 24 mo ago | — | 2023 | Gokhan Egri Founder & CEO | — | — |
| 47 | Fragment Provider of AI interfaced workflow automation solutions for enterprises | $500K | 36 mo ago | — | 2023 | Olivier Moindrot Co-Founder & CEO | — | — |
| 48 | Linc AI-powered platform that automates data integrations for businesses | $500K | 36 mo ago | — | 2023 | Harsha Srijay Co-Founder | 13 patents Scalable cloud-based conversational AI platform architecture for multi-service virtual assistants | — |
| 49 | Moonglow No code platform that automates web based processes | $500K | 24 mo ago | — | 2024 | Trevor Chow Co-Founder | — | — |
| 50 | Speck AI powered web data scraping software | $125K | 23 mo ago | — | 2023 | Raghav Pillai Co-Founder | 3 patents Protective co‑molded hard‑shell cases with elastomeric liners for mobile electronics | — |
Top 12 Digital Transaction Management companies in San Francisco
#1
PandaDoc 🦄Series C · San Francisco, California · founded 2011 · 211 employees$69.8Mraised▾
Provider of document management and automation platform with e-signature capabilities. The platform offers tools for document creation, collaboration, and workflow automation. It provides features such as customizable templates, configure price quote, and deal rooms. The platform also offers integrations with various sales, CRM, and payment gateway systems.
- Dec 2025Series C$5.9M
- Sep 2021Series C—
- Aug 2020Series B$13.8M
- Aug 2020Series B$30M
#2
Series B · San Francisco, California · founded 2020 · 4 employees$38Mraised▾
Provider of AI-powered platform unifying close management, reporting, and cash. The platform offers close checklists for month-end orchestration and account reconciliation. It provides cash matching, journal entry automation, and bank integrations. The platform also includes flux analysis, reporting, and transaction monitoring capabilities.
- Nov 2025Series B$51M
- Oct 2024Series A$28M
- May 2024Seed$10M
- 2021Seed—
#3
Series B · San Francisco, California · founded 2019 · 8 employees$39Mraised▾
Provider of a platform that detects and helps resolve exposed secrets across tech stacks. The platform scans for sensitive credentials beyond source code, including hidden content and version history from various tools. It verifies credentials against key providers for accuracy and automatically identifies associated resources and permissions. The platform offers continuous monitoring, alerting, and developer-focused remediation processes to improve security. The open-source engine is widely used and supports numerous integrations across the software development lifecycle.
- Nov 2025Series B$25M
- Dec 2021Series A$14M
#4
Series D · San Francisco, California · founded 2015 · 73 employees$176.9Mraised▾
Developer of an AI platform for document processing and workflow automation. The platform transforms complex documents into verifiable intelligence through analysis and automation. It streamlines data extraction, facilitates decision-making, and provides insights across documents and knowledge bases. The platform offers features such as document understanding, business logic application, and auditability. It also provides data control and enterprise-grade security.
- Jan 2025Series D$100M
- Jun 2023Series C$45M
- 2022Series C$45M
- Oct 2019Series B$105M
#5
Series B · San Francisco, California · founded 2023$3.2Mraised▾
AI-powered platform for building and hosting LLM powered automations. It is a no-code platform that allows users to build and host AI-powered automations, supporting tasks with drag-and-drop tools. The platform offers automation building by dragging, dropping, and linking nodes onto a canvas to create powerful flows.
- Mar 2026Series B$50M
- Jan 2025Series A$17M
- Jul 2024Seed$3.1M
- 2024Seed$500K
#6
Acquired · San Francisco, California · founded 2024$4.7Mraised▾
AI-powered platform that automates audit processes. It uses AI agents to handle repetitive tasks like document processing, invoice matching, sample testing, and generating audit-ready workpapers in Excel format. The platform ensures full transparency, traceability, and compliance with standards like IIA, allowing auditors to focus on analysis rather than manual work.
- Jan 2026Seed$4.2M
- 2024Seed$500K
#7
Series B · San Francisco, California · founded 2025$33Mraised▾
Provider of AI-powered workforce optimization solutions. It offers enterprise intelligence enabling leaders to predict outcomes, plan actions, and navigate complex scenarios involving human and digital workers. The platform uses "Units of Potential" to suggest optimal workforce configurations based on the ratio of human and digital worker tasks, considering desired outcomes and constraints. These solutions are presented as multi-scale digital twins, incorporating predictive, adaptive, and integrative intelligence layers to improve predictability and value.
- Mar 2025Series B$33M
#8
Seed · San Francisco, California · founded 2022$6.5Mraised▾
Provider of collaborative AI automation tool for businesses. It is a collaborative AI platform that assists teams delegate and automate tasks across platforms. It offers tools for no code AI-powered workflow automation and allows users to create, orchestrate, and automate tasks with AI agents. The features include task management, developing workflows, knowledge management, API integration, and more. It is a tool available on the subscription based pricing model.
- Jul 2025Grant (prize money)—
- Jul 2025Seed$6.5M
- Sep 2023Seed—
#9
Series A · San Francisco, California · founded 2020 · 33 employees$25.3Mraised▾
Cloud-based suite solutions for business process management. It uses artificial intelligence for workflow automation and recommends web applications for task optimization of the enterprise. It offers tools to take notes and extract data from websites. The automation tools can be integrated with platforms for sectors such as sales, recruitment, research, markets, etc.
- Aug 2024Series A$3M
- May 2022Series A$18.8M
- Feb 2022Seed$3.5M
#10
Series B · San Francisco, California · founded 2016 · 22 employees$29Mraised▾
Cloud-based EDI solutions for the logistics industry. It helps to enable data transmission between supply chain partners. The solution enables suppliers/buyers to connect to an API that also has pre-made integrations with various channels such as 3PL platforms, retail platforms, e-commerce websites, etc. Users can further connect to the API in order to instantly transmit/exchange data with a network of partners.
- Jul 2024Series B$14.9M
- Sep 2021Series B$19M
- Jun 2019Series A$10M
#11
Acquired · San Francisco, California · founded 2020 · 38 employees$18Mraised▾
Cloud-based platform for workflow automation. It provides software to automate sale processes, deal requests, and collaboration. It offers tools to integrate deal rooms into Slack, notifications, reminders, and approval automation. It has integrations with Google, Asana, Salesforce, etc. It can be used by sales engineering, legal, and finance departments.
- Jul 2024Series A$13M
- Nov 2021Seed$5M
#12
Seed · San Francisco, California · founded 2023$3Mraised▾
AI powered text analytics platform. It provides data API for embeddings. It allows users to ask questions in natural language, and the platform allows users to retrieve relevant context from the data,and web for the LLM applications. It allows users to collect data, generate embeddings, and optimize the retrieval. It caters its solution to journalism, sales, and investment.
- Mar 2025Seed$3M
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
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