ActiveDocs
ActiveDocs is a privately held New Zealand-founded enterprise document automation software provider serving regulated industries including banking, government, healthcare, energy, and legal with a Microsoft Word-native platform, deterministic rules engine, and AI-assisted generation, operating globally across 80+ countries.
- Company typePrivate
- Founded1992
- HeadquartersAuckland, New Zealand
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ActiveDocs does
ActiveDocs is a privately held enterprise document automation software provider founded in 1992 in Auckland, New Zealand (originally as Keylogix) and now serving customers in 80+ countries. Its core product is a platform built directly inside Microsoft Word that enables business users to design and maintain intelligent templates without coding, then generate complex, governed, and auditable documents at scale. The architecture combines a deterministic rules engine with proprietary marker technology and supports AI-assisted narrative content generation and NLP-driven document review layered on top of the deterministic core.
The platform integrates with Microsoft 365, SharePoint, Dynamics, SAP, Oracle, BrassRing, and Selectica, and supports on-premises, private cloud, and public cloud deployment. It is sold primarily through enterprise direct sales, beginning with a Proof of Concept trial in the customer's own environment and typically closing as multi-year contracts; pricing is quote-based and not publicly disclosed. The customer base is concentrated in regulated industries — banking, insurance, finance, federal and state government, healthcare, legal, and energy — with named deployments including Shell, BP, ABB (27,000+ users across 90 countries and 30+ languages), CoBank, Bayer, Cigna, RICOH, and Choice Legal Group (3 million documents per year).
ActiveDocs is founder-led, self-funded, debt-free, and explicitly not backed by VC or PE. The CEO, Glenn Ricketts, has led the company for 15 years alongside Chairman Brian Roulston. The company reports approximate 10% annual growth sustained over 17 years on internal cash flow, with an average customer partnership duration of 18-19 years. It is currently on its fifth-generation platform, launched in 2020.
ActiveDocs firmographics
Firmographics- Name
- ActiveDocs
- Legal name
- ActiveDocs
- Website
- https://activedocs.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ActiveDocs is a privately held New Zealand-founded enterprise document automation software provider serving regulated industries including banking, government, healthcare, energy, and legal with a Microsoft Word-native platform, deterministic rules engine, and AI-assisted generation, operating globally across 80+ countries.
- Ownership category
- akta.pro rank
ActiveDocs industry classification
Industry- Product category
- Document Automation Software
- NAICS
- Software Publishers (5132), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Content Governance, Compliance, Retention & eDiscovery (HDAEAGAJ)
- akta.pro secondary industries
- E-Signature & Digital Transaction Management (DTM) (HDAEAGAF), Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK), Web Content Management (WCM) & Experience Platforms (Content Services) (HDAEAGAK)
Keywords
Where ActiveDocs is headquartered
LocationHeadquarters
- HQ city
- Auckland
- HQ country
- New Zealand
- HQ region
- Oceania
Offices1 record
Markets served
ActiveDocs business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Licenses and Subscriptions: ActiveDocs generates revenue primarily through software licensing and subscription fees. Pricing is based on organization scale, deployment model (on-premises, private cloud, or public cloud), and integration requirements. As an enterprise platform targeting large regulated organizations, the revenue model is typically multi-year contract-based with annual or multi-year billing. Professional services (implementation, training, technical support) are offered as complementary revenue streams.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based enterprise pricing — no public tiers disclosed |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
ActiveDocs product offering
Product offeringCore offering
ActiveDocs sells an enterprise document automation platform built inside Microsoft Word that enables business users to design, maintain, and execute intelligent templates with embedded business rules, dynamic data integrations, and AI-assisted content generation. The platform produces governed, deterministic, and auditable documents at scale for regulated industries including banking, insurance, finance, government, healthcare, legal, and energy, and is complemented by professional services for implementation, training, and Proof of Concept engagements.
Product overview
ActiveDocs is an enterprise document automation platform composed of multiple integrated modules for document creation, processing, and management. The core platform includes AI-enabled document generation, intelligent templates built directly in Microsoft Word, a rules engine for dynamic content selection, and dynamic data sources for multi-system integration. Supporting modules include Template Management with version control, the Document Wizard for interactive Q&A-driven document assembly, and Automated Document Production for high-volume unattended generation. The platform offers API integration capabilities for enterprise application connectivity. ActiveDocs is complemented by professional services including Proof of Concept engagements, implementation services, training programs, and technical support. The solution serves regulated industries including banking, insurance, finance, healthcare, legal, and government with contract automation, signature automation, and quote automation service offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- ActiveDocs Document Automation Platform Enterprise document automation platform that creates, processes, and manages critical documents with AI-powered precision and control, built directly inside Microsoft Word for business users to design and maintain templates without coding. Targets regulated industries including banking, insurance, finance, government, healthcare, and legal.
- AI-enabled Document Generation
Quantifiable outcome
- Proposal preparation time reduced from 7 hours to 3 minutes
- +5 more outcomes
Companies that use ActiveDocs
Customer profileNamed customers13 records
Segments6 records
Ideal customer profiles5 records
ActiveDocs technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability5 records
Feature8 records
ActiveDocs partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and secondary.
- Microsoft 365coreActiveDocs integrates with Microsoft 365, SharePoint, and the broader Microsoft ecosystem. Documents generated through ActiveDocs are routed into the systems enterprise teams already use. This integration is a core component of ActiveDocs' value proposition — templates are designed within Microsoft Word, and the platform is tightly integrated with Microsoft 365 and SharePoint for document management and collaboration. No proprietary tools or coding are required, leveraging the Microsoft environment customers already know.
- Microsoft SharePointcoreActiveDocs integrates with SharePoint for document management. Generated documents can be routed into SharePoint as part of the customer's existing document management workflow. This enables seamless document lifecycle management within the Microsoft ecosystem.
- Microsoft DynamicscoreActiveDocs integrates with Microsoft Dynamics for CRM/ERP-connected document generation. This enables document automation triggered by or connected to customer relationship and enterprise resource planning data within the Microsoft Dynamics platform.
- SAPcoreActiveDocs integrates with SAP as a primary data source for document generation. Case studies for Shell and BP document the use of SAP data for automated HR document creation — employee data flows from SAP directly into ActiveDocs templates to populate transfer contracts, HR documents, and compliance materials. This is a deeply embedded integration used in production at global enterprise scale.
- OraclecoreActiveDocs integrates with Oracle databases as a data source for document automation. The ABB case study documents the use of Oracle databases alongside ActiveDocs' document generation engine, with business rules and data retrieved from Oracle to populate tender response documents.
- BrassRingsecondaryActiveDocs integrates with BrassRing (talent acquisition and onboarding platform) as a data source for HR document generation. The BP case study references BrassRing as a data source for employee onboarding and HR documentation processes automated through ActiveDocs.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
ActiveDocs competitors and assessment
Company assessmentDirect peers
- HotDocs: Long-standing direct competitor in template-driven document automation. ActiveDocs case study for Choice Legal Group explicitly references replacing HotDocs, positioning the two as the closest functional substitutes for legal and enterprise document assembly.
- Templafy: Enterprise document template and content automation platform integrated with Microsoft 365 and Word. Targets similar regulated and large-enterprise buyers with a focus on brand and legal compliance inside Microsoft Office — the same Word-native positioning as ActiveDocs.
- Nintex: Process and document automation platform offering document generation, e-signature, and workflow automation for enterprise customers. Competes with ActiveDocs in document-centric process automation, though Nintex is broader in workflow scope.
- Conga (formerly Apttus): Document generation and contract lifecycle management platform tightly integrated with Salesforce and Microsoft. Targets enterprise customers needing automated contract, quote, and proposal generation — overlapping with ActiveDocs' contract and quote automation offerings.
- Xait: Document automation software focused on complex RFPs, proposals, and tender response documents in energy, oil & gas, and engineering. Direct overlap with ActiveDocs' ABB-style tender response and proposal automation use cases.
- CobbleStone Software: Contract lifecycle management software provider serving legal, procurement, and compliance teams with document automation. Smaller-scale but directly comparable in offering template-driven contract and document generation for regulated mid-market and enterprise buyers.
Broad incumbents
- Icertis: Enterprise contract lifecycle management (CLM) platform that handles contract authoring, automation, and intelligence. Broader in scope than ActiveDocs, but overlaps directly in contract automation and template-driven document generation for regulated enterprises.
- DocuSign: Largest e-signature and Digital Transaction Management (DTM) provider. While broader than ActiveDocs, DocuSign's CLM and document generation capabilities (eSignature, IAM, CLM) compete for the same enterprise document workflow budget ActiveDocs targets.
- Adobe Document Services: Adobe Acrobat, Adobe Document Cloud, and Adobe Experience Manager offer enterprise document generation, PDF automation, and content services at massive scale. Competes broadly for the same enterprise document automation budget, especially with Adobe's generative AI capabilities.
Emerging players
- DealHub: CPQ, proposal, and contract automation platform with document generation capabilities. Overlaps with ActiveDocs' quote and proposal automation use cases, particularly for sales-driven B2B document workflows, though DealHub focuses more on sales operations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ActiveDocs social profiles
Digital presenceActiveDocs financial estimates
Financial estimateRevenue estimate
Valuation estimate
ActiveDocs leadership team
Management profileNumber of profiles
Profiles7 records
ActiveDocs funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ActiveDocs M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ActiveDocs
What does ActiveDocs do?
ActiveDocs sells an enterprise document automation platform built inside Microsoft Word that enables business users to design, maintain, and execute intelligent templates with embedded business rules, dynamic data integrations, and AI-assisted content generation. The platform produces governed, deterministic, and auditable documents at scale for regulated industries including banking, insurance, finance, government, healthcare, legal, and energy, and is complemented by professional services for implementation, training, and Proof of Concept engagements.
Is ActiveDocs a public or private company?
ActiveDocs is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ActiveDocs founded?
ActiveDocs was founded in 1992. It employs 11 to 50 people.
Where is ActiveDocs based?
ActiveDocs is headquartered in Auckland, New Zealand, in the Oceania region.
How does ActiveDocs make money?
One revenue line is on record: software Licenses and Subscriptions.
Who are ActiveDocs's main competitors?
Direct peers on record are HotDocs, Templafy, Nintex, Conga (formerly Apttus), Xait and CobbleStone Software. Broad incumbents are Icertis, DocuSign and Adobe Document Services. DealHub is listed as an emerging player.
Does ActiveDocs have an API?
Yes. ActiveDocs provides API access for developers to integrate document automation capabilities into their applications. The API enables programmatic document generation, template management, and integration with existing enterprise systems. Documents are generated through ActiveDocs and routed into the systems your teams already use. Developer documentation is at activedocs.com/opus/architecture/api.html.
What industry is ActiveDocs in?
ActiveDocs's product category is Document Automation Software. Its primary akta.pro industry code is HDAEAGAJ, Content Governance, Compliance, Retention & eDiscovery, with a secondary code of HDAEAGAF, E-Signature & Digital Transaction Management (DTM). Its NAICS code is 5132 and its SIC code is 7372.