Is your DMS holding back growth?
When your document system can’t keep up, you face scaling challenges, security risks, and inefficient workflows that slow your entire team down.
The biggest issue is that outdated systems expose compliance gaps. This puts your data at risk and complicates meeting regulatory standards.
It’s why a Baker and McKenzie report shows that 26% of companies increased investments in automation. Businesses are actively seeking better ways to manage documents.
Finding the right replacement solves this. It helps you scale your SaaS securely and removes frustrating workflow bottlenecks for your team.
In this guide, I’m breaking down the best eFileCabinet alternatives. I’ll help you find a tool with the scalability and security your SaaS needs in 2025.
You’ll find options with superior compliance tools, AI-driven workflows, and clear pricing to help you make a confident decision.
Let’s dive in.
Quick Summary:
| # | Software | Target Users |
|---|---|---|
| 1 | FileCenter → | SaaS teams needing simple, scalable document management |
| 2 | Revver Digital → | Marine retailers requiring integrated sales and marketing |
| 3 | Alfresco → | Growing businesses seeking cloud-native content governance |
| 4 | Tidyflow → | Teams needing workflow and document management with accountability |
| 5 | OpenKM → | SaaS leaders focused on compliance and workflow automation |
1. FileCenter
Struggling to manage growing document overload?
FileCenter offers user-friendly document management with PDF scanning, editing, and automated workflows designed to cut down paperwork chaos and boost efficiency.
By turning your desktop into a powerful document machine, it helps organize files in consistent folders while enabling quick find and search. This reduces wasted time and frustration, addressing a common pain point many teams face. With easy-to-use electronic filing cabinets and reusable folder templates, you get order without complexity in your daily operations.
Let’s explore how it works.
FileCenter solves document headaches by combining scanning, editing, and secure file sharing into one accessible system.
You can automate document handling with intelligent OCR that converts and routes files in bulk, plus integrate with popular cloud drives like Google Drive, OneDrive, and Dropbox for easy remote access. This means your documents stay organized and accessible wherever you or your team need them, with underlined seamless cloud compatibility enhancing collaboration and security.
Another standout is the client portal, which provides a secure way to exchange files, supporting compliance and confidential communication. Installation support also eases setup, letting you focus on work rather than tech headaches, ensuring smooth user adoption alongside stable, crash-free performance. These features work hand-in-hand to boost your team’s productivity and reduce paperwork delays.
Ready to regain control over your documents?
Key features:
User-friendly document scanning and editing: Scan paper to searchable PDFs, edit within the app, and keep files organized in consistent, reusable folder structures for team-wide efficiency.
Intelligent OCR and bulk automation: Automate document conversion and routing by content, reducing manual data entry and streamlining workflows critical for compliance.
Robust cloud integration and secure sharing: Works well with Google Drive, OneDrive, Dropbox, plus a client portal for secure file exchange, enhancing remote collaboration and regulatory adherence.
Verdict:
With easy installation, intuitive use, and advanced features like automated OCR and cloud integration, FileCenter stands out among the best eFileCabinet alternatives for SaaS teams needing reliable, scalable document management without complexity or hidden costs.
2. Revver Digital
Struggling to connect sales and marketing effectively?
Revver Digital offers a web-based sales management system with SMS/MMS marketing and inventory management tailored for marine retailers.
This solution tackles fragmented workflows by providing a unified platform that streamlines lead generation, sales tracking, and marketing outreach, helping your team close deals faster. With a seamless connection between buyers, sellers, and brokers, your sales process stays organized and efficient.
Let’s dive into the solution.
Revver Digital’s platform helps your sales team generate and nurture leads swiftly to boost productivity and revenue.
Its core features include SMS/MMS marketing campaigns and inventory management that keep your sales pipeline active and current, enabling teams to engage prospects effectively. The platform offers a modern web-based sales management system that centralizes communication and product data for better decision-making.
Moreover, the mobile app ensures your team stays connected wherever they work, providing real-time updates and access to critical sales tools. Combining marketing automation with sales tracking leads to faster deal closures and improved customer relationships.
This all-in-one suite helps reduce manual work and accelerates sales cycles.
Before diving deeper, you might find my analysis of document management tips helpful for overall operational excellence.
Key features:
- Integrated SMS/MMS marketing tools enable targeted, trackable campaigns that improve lead engagement and nurture without extra platforms or manual effort.
- Comprehensive inventory management keeps product data accurate and accessible, streamlining sales and preventing errors in order processing.
- Mobile app access ensures your sales team stays connected and productive in the field with real-time updates and communication features.
Verdict: Revver Digital is one of the best eFileCabinet alternatives for SaaS teams needing to boost sales productivity with integrated marketing and inventory tools. Its web-based system and mobile app help you generate leads and close deals more efficiently, making it a strong contender for scalable document-related workflows.
3. Alfresco
Struggling to manage documents and workflows efficiently?
Alfresco offers cloud-native content and process management that connects your content, systems, and teams in one platform. It focuses on streamlining content-centric processes and governance.
By automating information life cycles, Alfresco reduces manual work and enforces compliance with little intervention from your users. This boosts operational control while minimizing errors. Its scalable content and process services help maintain consistent security and compliance across your entire organization.
Here’s how Alfresco can help.
Alfresco intelligently activates content and processes to accelerate your business flow. It provides web-based document access from any device, making it easy to find exactly what you need wherever you are. You can extend Microsoft 365 and Google Docs with enterprise collaboration tools that enhance teamwork and efficiency.
Additionally, Alfresco’s governance services automate information lifecycle management, reducing risks and strengthening compliance without burdening your team. Its open APIs let you integrate and customize the platform to sync data from leading applications, keeping your systems aligned and your workflows smooth.
These features empower your team to make better decisions, speed up operations, and stay secure.
Key features:
Open, scalable platform architecture designed to support growing organizations with cloud-native content, process, and governance management.
Intelligent process management tools that integrate content and workflows for faster, more informed decision-making and reduced manual tasks.
Automated information governance that enforces compliance through lifecycle automation, lowering business risk with minimal user effort.
Verdict: Alfresco stands out among the best eFileCabinet alternatives by combining content intelligence, seamless integrations, and governance features that help SaaS companies reduce manual tasks, enhance collaboration, and maintain compliance smoothly.
4. Tidyflow
Struggling to manage scattered workflows effectively?
Tidyflow offers workflow management, client management, and document storage that help you tackle those common inefficiencies in one platform.
By ensuring clear ownership of tasks and centralized document access, it prevents things from falling through the cracks while keeping your team accountable and organized. This reduces the chaos caused by inconsistent workflows and scattered files.
Here’s how this software helps.
Tidyflow unites task tracking, client info, and document handling to give you full visibility and control over daily operations.
It provides automated reminders, making sure you never miss deadlines and helping you keep projects on track. Its client portal and request features enhance interaction, streamlining how you share docs and communicate with clients, which is vital for remote or growing teams.
Alongside electronic signatures and real-time collaboration tools like comments and inbox notifications, it boosts team productivity and client satisfaction. Capacity management helps balance workloads, so no one feels overwhelmed or underused, which supports better work-life balance and consistent output.
Tidyflow’s easy setup and fast, secure environment mean you can start improving your practice without downtime or security risks.
This suite of features saves time, reduces errors, and keeps teams coordinated.
Key features:
- Comprehensive workflow management that automates reminders and provides transparent task visibility for better accountability and on-time delivery.
- Integrated document and client management that securely stores files and client data in one place, improving findability and reducing manual follow-ups.
- Collaborative tools with electronic signatures and client portals that simplify communication and speed approvals, ideal for remote teams and compliance needs.
Verdict: With features designed to eliminate manual chaos, boost collaboration, and secure sensitive data, this tool is among the best eFileCabinet alternatives for SaaS teams seeking scalable, user-friendly document and workflow management solutions that grow with their business.
6. OpenKM
Struggling to manage your growing document chaos?
OpenKM tackles this with comprehensive document management features like user roles, document-level security, and complete activity logs designed for better control and compliance.
If you’re dealing with compliance or collaboration obstacles, OpenKM offers a unified system that simplifies complex document workflows while keeping security tight and tracking everything for audits.
Here’s how it helps.
It organizes content and cuts down your workload so your team can focus on what matters.
Its platform includes powerful search tools, content management, and user collaboration, all packed into an easy-to-use interface with automatic tasks that speed up document handling and reduce manual work. This makes it easier to keep your team coordinated, even remotely.
Beyond that, OpenKM supports tailored workflows and modular extensions that can be customized to fit your company’s exact needs. Its integration flexibility means it can connect with your existing systems smoothly. Training and consulting services are also available to make onboarding painless and keep your team productive. These features together create a secure, scalable environment designed to protect documents while encouraging team efficiency.
It’s a smart solution for your document struggles.
Key features:
- Comprehensive document control with role definitions, ensuring secure access and compliance through detailed activity logs and user permissions.
- Customizable workflows and automation modules, reducing manual effort and streamlining repetitive tasks for better team coordination and efficiency.
- Flexible integrations and app creation tools, allowing you to connect OpenKM with existing software and build features tailored to your business needs.
Verdict: With powerful security, flexible workflows, and scalable automation, OpenKM stands out as one of the best eFileCabinet alternatives for SaaS leaders seeking compliance and efficiency. Its modular system and expert support make managing documents less of a burden and more of a growth enabler.
7. DocuPhase
Struggling to keep up with manual document processes?
DocuPhase offers AP Automation, AR Automation, and intelligent data capture that reduce manual entry and speed up invoice handling with AI-driven workflows.
By helping you eliminate paper and automate repetitive tasks, it creates a streamlined back office that reduces errors and saves time while ensuring compliance through secure document storage and audit trails.
Let’s look deeper into what it does.
DocuPhase simplifies your entire financial record management and automates accounts payable and receivable to give your team more control and visibility over documents and payments.
Its no-code workflow automation allows you to automate approvals, P.O. requests, and onboarding processes without needing IT support, making it easy for your team to adapt and stay productive.
Plus, features like integrated vendor payments and syncing data directly with your ERP keep everything aligned, so you can quickly track vendor relationships and make data-driven financial decisions.
All these capabilities combine to speed operations and improve accuracy.
Key features:
AI-driven intelligent data capture extracts line-item details and learns over time for up to 99% touchless processing, reducing manual data entry and boosting efficiency.
No-code workflow automation enables your team to configure processes like expense approvals and onboarding without IT help, cutting delays and improving compliance.
Secure financial document management stores invoices, contracts, and HR records centrally, enhancing compliance with audit trails and easy retrieval.
Verdict:
Offering comprehensive automation from invoice capture to payments, DocuPhase stands out among the best eFileCabinet alternatives by balancing AI features with easy-to-use workflows and strong security. It helps scale operations while minimizing manual work and compliance risks.
8. M-Files
Struggling with disorganized documents slowing your team?
M-Files uses AI and metadata to organize and find documents in their proper business context, helping you cut through information chaos.
This means your team can automate workflows and enhance collaboration, while ensuring complete control over document security and compliance needs without disrupting current systems. It’s a solid fix for fragmented workloads and compliance headaches.
Let’s explore how M-Files tackles these hassles.
M-Files simplifies managing documents by automating workflows and making information easier to find and use.
Its AI-driven platform boosts efficiency by automating document-centric processes like creation, collaboration, and approval, with deep integration into tools like Microsoft 365 and Salesforce, letting your team keep working in familiar apps without extra steps.
The software also cuts risk by automating document access rules and securely sharing information externally. Comprehensive audit trails support compliance, which helps SaaS teams meet security standards and reduce manual oversight, enabling your team to focus on core work.
M-Files fits diverse industries, automating processes in accounting, manufacturing, consulting, and more to speed productivity and compliance.
It’s a practical solution made to help your team work smarter and stay secure.
Key features:
- AI-powered metadata and search: Organizes content by business context, making retrieval instant and reducing wasted time searching for files.
- Automated workflows across document lifecycle: Streamlines creation, collaboration, approvals, and compliance auditing with customizable automation.
- Robust security and audit trail: Controls access, supports external sharing securely, and ensures regulatory compliance through detailed tracking.
Verdict: M-Files stands out among the best eFileCabinet alternatives thanks to AI-driven workflow automation, strong integrations, and tight compliance features. It helps SaaS teams reduce manual tasks, collaborate easily, and maintain security, proven by thousands of satisfied customers.
9. Folderit
Struggling to manage documents securely and efficiently?
Folderit offers features like 256-bit encryption, two-factor authentication, and ISO 27001 compliance to protect your sensitive files and ensure regulatory compliance.
Many companies face scattered files and weak security, but Folderit provides a central source of truth with robust access controls, making it easier to manage who can view, edit, or share documents without risking breaches or compliance failures.
Here’s how it tackles these issues.
Folderit simplifies secure document management with automation and user-friendly design.
It lets your team upload, tag with custom metadata, and quickly find files using OCR content indexing and advanced filters. This means you can locate documents by content, date, or project status, saving hours otherwise lost to manual searches.
Beyond search, Folderit automates workflows like approvals, signature collection, and reminders, helping your team stay on top of document reviews and compliance deadlines. With audit trails and dashboards, you get clear visibility into all file activity and shared resources, boosting accountability and transparency.
Plus, integration with tools like Microsoft 365, DocuSign, and CRMs keeps your documents flowing through your existing systems without hassle.
Enjoy more control with customizable permission levels tailored to specific roles.
Key features:
- Advanced security and compliance with 256-bit encryption, two-factor authentication, ISO 27001, HIPAA, and GDPR-ready architecture for peace of mind and audits.
- Powerful search and organization using OCR indexing, custom metadata, unlimited version history, and linking related files that speed document retrieval and reduce errors.
- Workflow automation and collaboration including approval workflows, e-signatures, automated reminders, audit trails, and dashboards to keep teams aligned and efficient.
Verdict: Folderit stands out as one of the best eFileCabinet alternatives by combining strong security, smart automation, and intuitive file organization. With clients in 80+ countries and flexible integrations, it helps SaaS teams reduce manual work while safeguarding critical documents for compliance and growth.
Conclusion
Outdated systems are costing you growth.
Choosing the wrong DMS creates compliance gaps and workflow bottlenecks. For a growing SaaS company, this can stall your momentum and expose sensitive data.
The real issue goes beyond inefficiency; it’s about losing your competitive edge. When your team is buried in manual work, innovation and scaling grind to a halt. This directly impacts your bottom line.
Here’s what I recommend instead.
After personally reviewing these tools, FileCenter is my top pick. It directly solves the need for secure, scalable document management without unnecessary complexity or hidden costs.
Its automated OCR and seamless cloud integrations are game-changers for efficiency. The best eFileCabinet alternatives like this one empower your team to focus on innovation, not administration.
I suggest you start a free trial of FileCenter to see how it simplifies your workflows firsthand.
Regain control over your documents.
