Xpertdoc Technologies
Xpertdoc Technologies, founded in 2000 in Quebec, provides XML-driven document automation software for Microsoft Word and enterprise CRMs. The platform serves enterprise organizations, with a strong vertical focus on U.S. health insurers requiring regulatory compliance documentation, and now operates as Experlogix Document Automation following its 2023 acquisition.
- Company typePrivate
- Founded2000
- HeadquartersTerrebonne, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Xpertdoc Technologies does
Xpertdoc Technologies, founded in 2000 in Terrebonne, Quebec as Process Academy Inc. by Francis Dion and Eveline d'Orvilliers, built a document automation platform around XML-driven automation for Microsoft Word, anchored by its flagship Xpertdoc Studio (launched 2007). Over 25 years the company expanded the platform into a multi-module document automation suite including Smart Forms (AI-driven form creation and data capture), Smart Flows (end-to-end workflow automation acquired with XperiDo in 2018), Word-as-a-Service (cloud document generation), an HTML5-based Customer Communication Management platform, and Enterprise Content Management capabilities, all designed to integrate with Microsoft Dynamics 365, Microsoft Power Platform, and Salesforce.
The company sold primarily to enterprise organizations, with a strong vertical focus on insurance and especially U.S. health insurers requiring SBC (Summary of Benefits and Coverage) regulatory compliance documentation. Its go-to-market was enterprise field sales backed by professional services, with subscription-based recurring revenue and quote-based (non-publicly disclosed) enterprise pricing. The company became a Microsoft Gold Partner in 2007, achieved ISO/IEC 27001 certification in 2016-2017, and was awarded a U.S. patent for document automation technology in the same period. Geographic reach extended across North America (USA, Canada) and Europe (Belgium).
Xpertdoc raised a single disclosed funding round of approximately $1.73M from BDC Venture Capital in June 2017, and was subsequently acquired by Experlogix in 2023, after which it was rebranded as Experlogix Document Automation and continues to operate from its Terrebonne, QC and Belgium offices as part of a larger CPQ and digital commerce platform.
Xpertdoc Technologies firmographics
Firmographics- Name
- Xpertdoc Technologies
- Legal name
- Process Academy Inc.
- Website
- https://xpertdoc.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Xpertdoc Technologies, founded in 2000 in Quebec, provides XML-driven document automation software for Microsoft Word and enterprise CRMs. The platform serves enterprise organizations, with a strong vertical focus on U.S. health insurers requiring regulatory compliance documentation, and now operates as Experlogix Document Automation following its 2023 acquisition.
- Ownership category
- akta.pro rank
Xpertdoc Technologies industry classification
Industry- Product category
- Document Automation and Customer Communications Management (CCM) Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Content Management (ECM) Suites (HDAEAGAB)
- akta.pro secondary industries
- Customer Communications Management (CCM) & Transactional Messaging (MPAAAIAL), Content Governance, Compliance, Retention & eDiscovery (HDAEAGAJ)
Keywords
Where Xpertdoc Technologies is headquartered
LocationHeadquarters
- HQ city
- Terrebonne
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Xpertdoc Technologies business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure, Others
Revenue model
- Document Automation Software: Subscription-based document automation platform enabling organizations to generate, automate, and deliver documents. Includes template design, workflow automation, and multi-channel delivery capabilities.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Xpertdoc Technologies product offering
Product offeringCore offering
Xpertdoc Technologies sells an enterprise document automation and Customer Communications Management (CCM) software platform that enables organizations to design, generate, manage and deliver personalized business documents (contracts, policies, statements, correspondence) using template-driven automation tightly integrated with Microsoft Word, Microsoft Dynamics 365 and SharePoint. The offering combines Xpertdoc Studio, Smart Forms, Smart Flows, ECM connectors and the acquired XperiDo SharePoint-based generation capability into a single automated document lifecycle platform sold primarily to mid-market and enterprise customers in insurance, financial services, manufacturing, government and healthcare.
Product overview
Xpertdoc Technologies (now Experlogix Document Automation) offers a unified document automation platform spanning from entry-level document generation to full-scale enterprise document automation. The core platform, Experlogix Document Automation, is complemented by specialized modules including Smart Forms (AI-driven form creation), Smart Flows (end-to-end workflow automation), ECM (Enterprise Content Management), Word-as-a-Service (cloud document generation), and the HTML5-based CCM Platform (mobile-ready communications). The company also maintains XperiDo, an acquired brand with international reach. All components share common infrastructure for intelligent template design, low-code configuration, multi-channel delivery, and built-in security and compliance controls.
Differentiator
Problem solved
Functional benefit
Brands
- Xpertdoc Studio: XML-driven automation platform for Microsoft Word launched in 2007
- XperiDo
- Xperido
Products and services
- Xpertdoc Studio
Quantifiable outcome
- Reduces document turnaround times significantly
- +2 more outcomes
Companies that use Xpertdoc Technologies
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Xpertdoc Technologies technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability2 records
Feature8 records
Xpertdoc Technologies partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- MicrosoftcoreMicrosoft Gold Partner since 2007 with deep integration into Microsoft ecosystem including Dynamics 365 and Power Platform. The company pioneered XML-driven automation for Microsoft Word and launched Xpertdoc Studio.
- Microsoft Dynamics 365coreOut-of-the-box integration with Microsoft Dynamics 365 CRM for seamless document generation within CRM workflows
- Microsoft Power PlatformcoreBuilt-in integration with Microsoft Power Platform extending document automation capabilities to Power users
- SalesforcecoreOut-of-the-box integration with Salesforce CRM enabling document generation directly from Salesforce workflows
- ISOminorStrategic partnership established during 2013-2015 period for insurance industry document solutions
- AAISminorStrategic partnership with AAIS (Insurance Industry organization) during 2013-2015 period supporting insurtech leadership positioning
- XperiDocoreAcquired in 2018 to broaden international footprint and enhance document generation and automation capabilities including Smart Flows for end-to-end document automation
Scale indicators2 records
Recent moves9 records
Expansion highlights4 records
Xpertdoc Technologies competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Xpertdoc Technologies social profiles
Digital presenceXpertdoc Technologies compliance and trust
Trust signalCompliance1 record
Xpertdoc Technologies financial estimates
Financial estimateRevenue estimate
Valuation estimate
Xpertdoc Technologies leadership team
Management profileNumber of profiles
Profiles4 records
Xpertdoc Technologies subsidiaries and ownership
Company hierarchySubsidiaries1 record
Xpertdoc Technologies funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Xpertdoc Technologies M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Xpertdoc Technologies
What does Xpertdoc Technologies do?
Xpertdoc Technologies sells an enterprise document automation and Customer Communications Management (CCM) software platform that enables organizations to design, generate, manage and deliver personalized business documents (contracts, policies, statements, correspondence) using template-driven automation tightly integrated with Microsoft Word, Microsoft Dynamics 365 and SharePoint. The offering combines Xpertdoc Studio, Smart Forms, Smart Flows, ECM connectors and the acquired XperiDo SharePoint-based generation capability into a single automated document lifecycle platform sold primarily to mid-market and enterprise customers in insurance, financial services, manufacturing, government and healthcare.
Is Xpertdoc Technologies a public or private company?
Xpertdoc Technologies is a private company. It is classified as corporate owned and is currently acquired.
When was Xpertdoc Technologies founded?
Xpertdoc Technologies was founded in 2000. It employs 11 to 50 people.
Where is Xpertdoc Technologies based?
Xpertdoc Technologies is headquartered in Terrebonne, Canada, in the North America region.
How does Xpertdoc Technologies make money?
One revenue line is on record: document Automation Software.
Does Xpertdoc Technologies have an API?
Yes. Experlogix Document Automation (formerly Xpertdoc) offers a powerful API that enables organizations to scale along with their business and provides cutting-edge API integration capabilities for connecting with external systems.
What industry is Xpertdoc Technologies in?
Xpertdoc Technologies's product category is Document Automation and Customer Communications Management (CCM) Software. Its primary akta.pro industry code is HDAEAGAB, Enterprise Content Management (ECM) Suites, with a secondary code of MPAAAIAL, Customer Communications Management (CCM) & Transactional Messaging. Its NAICS code is 5132 and its SIC code is 7372.