BizTRAQ | Business Information Platform For Your Business

Your Business Runs On Information
Not Applications

BizTRAQ is the business information platform that transforms disconnected information into connected processes and ultimately into powerful business solutions.

Trusted by companies all over the world

A New Foundation for Business Solutions

Business Information

Bring together data, documents, emails, forms, communications and more.

Business Processes

Configure workflows, approvals, automations and business rules around connected information.

Business Solutions

Turn business information into tailored, connected business solutions.

AI Intelligence

Enable AI with context to deliver insights and accelerate decisions.

Two Ways to Manage Business Information

BizDRIVE stores your files. BizTRAQ Libraries organize the business information around them.

BizDRIVE

Cloud File & Folder Storage
Store, organize, access and share documents, spreadsheets, images and everyday business files-similar to OneDrive or Google Drive

BizTRAQ Libraries

Structured Business Records
Combine record data and properties with related documents, notes, communications, tickets, activities and complete history.

BizDRIVE

Store, organize, access and share documents, spreadsheets, images and everyday business files-similar to OneDrive or Google Drive

BizTRAQ Journey

One Platform. One Source of Truth. Unlimited Possibilities.

BizTRAQ connects your information, automates your workflows, and powers your business with intelligent solutions so you can focus on what truly matters 

01

CENTRALIZE YOUR
BUSINESS INFORMATION

Bring all your structured and unstructured data into one secure platform

02

CONFIGURE YOUR
BUSINESS PROCESSES

Build and automate the processes that match the way your business actually operates

03

CENTRALIZE YOUR
BUSINESS INFORMATION

Bring all your structured and unstructured data into one secure platform

Complete Document & Data Management Capabilities

One Platform. One Source of Truth. Unlimited Possibilities.

NATIVE EDITING

Create and edit Word & Excel files directly in BizTRAQ.

EDIT & ANNOTATE PDFS

Redact, highlight, comment, and edit PDFs seamlessly

DOCUMENT ROUTING & SIGNING (DRS)

Send documents for eSignatures, track progress, and store completed documents

SHARING & COLLABORATION

Share securely, collaborate in real-time, and control access with ease

VERSION CONTROL

Compare versions, restore history, and maintain accuracy of your documents

AI INSIGHTS INTO DOCUMENTS

Extract key insights, summaries, entities, and more using built-in Al intelligence

FORM TO PDF MAPPING

Map forms to PDF templates for online submissions and automatic conversions

ADVANCED EXPLORER

Powerful Windows Explorer-like experience to search, filter, organize, and manage files

CONSOLIDATE FILE SERVICES

Bring together OneDrive, SharePoint, Google Drive, Dropbox, Box, and more into one unified platform

EMAIL INTEGRATION

Capture, organize, and manage emails and attachments directly within BizTRAQ

SECURE & COMPLIANT

Enterprise-grade security, role-based access, encryption, audit trails, and compliance you can trust.

One Platform. Endless Benefits.

Single Source of Truth

Enterprise-Grade Security

Automated Workflows

Improved Collaboration

Greater Visibility & Control

Save Time & Boost Productivity

Lower Costs & Reduce Risk

One Platform. Many Business Solutions.

Configure the solutions you need today. Adapt to what you need tomorrow.

Every business is different — and your platform should adapt to how you actually work, not force you to work around it. BizTRAQ brings together a full suite of business solutions in one unified platform, so you can start with what you need now and expand as your business grows.

CRM

Contract Management

HR & Employee Management

Procurement

Asset Management

Project Management

Case Management

Compliance

Customer Service

Vendor Management

Document Management

Custom Solutions

One Platform. Many Possibilities.

BizTRAQ is a Business Information Platform built to flex around how your industry actually works — not the other way around. From healthcare to manufacturing, the same connected foundation adapts to the workflows, compliance needs, and priorities specific to your business.

Industry best practices. Configurable to your business.

One Platform. Many Business Solutions.

BizTRAQ helps you centralize information, automate processes, and make data-driven decisions with confidence.

Centralize

Your Data

Centralize

Your Data

Centralize

Your Data

From Disconnected to
Unified with BizTRAQ

Connect your tools, centralize your data, and automate processes—
on one powerful platform.

DISCONNECTED

Data scattered across multiple
tools and file services.
monday.com
OneDrive
SharePoint
Google Drive
Dropbox
Other Files
All your data.
One platform.
Infinite possibilities.

UNIFIED & EMPOWERED

All your data, processes, and teams
working together seamlessly.
  • Unified Data & Documents
  • Centralized Platform
  • Automated Processes
  • Secure & Compliant
  • AI-Powered Insights
  • Scalable & Future-Ready

Connect

Bring all your tools
and data together

Centralize

Single source of truth
for your business

Automate

Streamline workflows
and save time

Analyze

Get real-time insights and
make better decisions

Secure

Enterprise-grade
security you can trust

Scale

Built to grow with your
business, today and beyond

BizTRAQ – Tools That Build Solutions

BizTRAQ delivers smart tools and connected components that simplify operations and power
scalable business solutions.

Libraries
(Contains Records)

Dynamic
Forms & Data Capture

Secure Data Sharing & Collaboration

Workflows Automation & Approvals

Artificial Intelligence

From to PDF
Mapping

E-signatures (DRS)

Explorer (Global File Explorer – GFE)

Communication

Notes

Document Management

PDF & Office Document Editing

Scheduling & Calendar Management

Notification & Alerts

Tickets, Tasks, Approvals

Email & SMS Integration

Advanced Analytics & Reports

Centralized Contacts

Enterprise Security & Access Control

Audit

BizTRAQ Industry Solutions

Solutions tailored to unique business needs, which can stand alone or be transformed into Featured Solutions for broader integration.

Healthcare Business Management

Manage contracts, assets, HR, compliance, and billing documents-built for healthcare operations

Fuel Distribution

Manage customers, contracts, deliveries, compliance records, and operational workflows in one system.

Case Management

Track cases, documents, tasks, communication, and approvals with a complete audit trail.

Discover Our Super Features

Why Organizations Choose
BizTRAQ

One Connected Source of Trust

Every piece of business information lives in one connected system — no more chasing down the right version across a dozen different tools.

Configure Instead of Custom Develop

Adapt your business to BizTRAQ, not the other way around. Configure the platform to fit your workflows — without the cost, delay, or risk of custom development.

Eliminate Information Silos

Replace dozens of disconnected systems with one platform where information flows freely between every team and every process.
AI

AI-Ready by Design

BizTRAQ isn’t retrofitted for AI — it’s built for it. A connected foundation means AI has the context it needs from day one, ready for the future of intelligent business.

Scale Without Replacing Systems

Start with a single process, then expand at your own pace. BizTRAQ grows with your business, so you never outgrow your platform or face a painful system replacement.

Future-Proof Your Business

One platform. Unlimited possibilities. As your needs evolve, BizTRAQ evolves with you — without starting over.

Here’s what our amazing
partner & clients say

Mark Mullan

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Industries We Serve

Health Care

Managing complex EHR systems, BizTRAQ streamlines data, improves compliance, strengthens reporting, and enhances operational efficiency across healthcare organizations.

Construction Industry

BizTRAQ simplifies project tracking, asset management, documentation, and workforce coordination to keep construction operations efficient, organized, and on schedule.

Nonprofits

BizTRAQ empowers nonprofits with scalable tools for donor tracking, reporting, compliance management, and streamlined internal workflows.

Manufacturing

Enhance production visibility, inventory tracking, operational efficiency, and performance insights to stay competitive in global manufacturing markets.

Food and Retail

Optimize inventory control, sales tracking, reporting accuracy, and operational efficiency to deliver consistent customer experiences.

Real Estate

Simplify property tracking, document management, reporting, and transaction workflows to improve efficiency and reduce operational costs.

Energy

Implement secure infrastructure, asset monitoring, compliance tracking, and operational visibility to strengthen performance in competitive energy markets.

Services Industries

Reduce costs, streamline workflows, improve reporting, and enhance customer experiences with data-driven operational solutions.

Law Firms

Securely manage documents, cases, compliance requirements, and workflows while maintaining flexibility, speed, and productivity.

Frequently
Asked Questions

What is BizTRAQ?

BizTRAQ is a cloud-based Business Information Platform that centralizes documents, data, emails, and business processes into one secure platform, helping organizations automate workflows and build business solutions.

BizTRAQ is more than business software. It is a business information platform that transforms connected business information into configurable business solutions.

Yes. BizTRAQ can support document management, CRM management,  contract management, HR, project management, asset management workflow automation, and other business solutions within one platform.

No. BizTRAQ allows businesses to configure workflows, forms, and business solutions without extensive custom software development.

BizTRAQ supports solutions such as CRM, HR Management, Contract Management, Case Management, Project Management, Procurement, Asset Management, and more.

Yes. Teams can securely share information, collaborate in real time, and work from the same centralized platform.

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