The Best Document Automation Software for Excel and Word in 2024

Document automation in Excel + Word. Get your free Proof of Concept now!
Excel + Word Addins Microsoft Excel document automation Microsoft Word document automation Desktop App API

Make your most expensive employees 2.5-4X more productive with automation in 2024

Word and Excel document automation that looks amazing

Talk to us about smart automation with Excel and Word!

Use Excel Microsoft Excel document automation and Word Microsoft Word document automation document automation software to finish budget proposals, reports, and presentations faster. Save time and money.

We'll demonstrate automation with your content using Excel and Word.

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Which industries benefit from Excel and Word document automation?

Business Valuation & Transaction Advisory

  • Business Valuation & Transaction Advisory users can easily save 100s of hours per year.
  • Automatic insertion of tables, charts, and numbers
  • One click updates all data
  • 100% of design automated. No design skills needed!
  • Continue using what you know: Word and Excel
  • Use variables to include a number, phrase, or word multiple times, but ensure you only have to update it once.


  • Engineering firms can automate budget proposals from your Excel product design sheets
  • One click will update your proposal with fresh numbers, tables, and charts
  • Consistent branding across different products and groups
  • Flexible content means you aren't stuck with a fixed design
  • Keep teams on the same page with our centralized repository for templates and T&Cs
  • Unlimited screen-to-screen customer support by WebEx/Zoom/Teams and email

Real Estate Research

  • Real estate users can create reports that auto-update with one click
  • Spend your time on real estate analysis. Automate boring background information
  • Reduce or eliminate your wage bill for brand compliance officers and designers
  • No lead time needed between finalising content and having publishable documents
  • Automate 100% of design. One-click data updates


  • Aviation sector users can automomate customised training documents and flight checklists
  • Use Excel and Word to automate your charts and tables
  • One-click data updates
  • Automate 100% of design
  • Batch process hundreds or thousands of bespoke documents


  • Automatically update clause and figure references throughout your text
  • Use logic that changes one part of a document if certain conditions elsewhere in the document are met
  • Use variables to include a phrase or word multiple times, but ensure you only have to update it once
  • Automate 100% of design
  • One-click data updates


  • Send your marketing prospects beautiful PDFs that are unique in every way to them
  • Use images, sentences, and paragraphs that are customized to each of your prospects
  • Automate 100% of design
  • One-click data updates

Why should you use Epsillion document automation?

Epsillion is award winning

named us as one of the best Document Management Software applications of 2018 and 2019, alongside , , , , and .

Plus Document Automaton Reviews awarded us Best Document Automation Visuals 2023 and Best Document Automation for Business Valuation 2023.

Model in Excel. Write in Word. Publish everywhere.

Epsillion works seamlessly with Microsoft Excel and Microsoft Word , so there's no new software to learn.

Make presentations, reports, webpages, emails, and Kindle books from the same source Word and Excel files.

Epsillion is easy to learn

Most people pick it up with as little as 30 minutes of training. And we have a library of short video tutorials to achieve most tasks.

Integrates with everything

If a program can export a PDF, JPG, PNG, or EMF file, you can add it to your Epsillion document as easily as dragging and dropping the file into your project folder.

Save hours on every document you create

If your company is like most, every document takes hours longer to write and edit than necessary. We understand — that used to be us.

Aggressively reclaim those hours with Epsillion Publisher. We can't wait to show you how.

Guaranteed precision: every word, number, and image

Link every number, table, and graph to its source in an Excel spreadsheet, database, or website. A single click refreshes your document with the latest data.

Focus on content, forget about formatting

Your focus should be on creating great content, not on image position, font-sizes, or references to figures. Epsillion Publisher handles all of that boring stuff (and more) behind the scenes.

Targeted to your company's custom needs

Every installation of Epsillion Publisher is customisable. Tell us how your documents should look, and we'll make it a reality.

Sophisticated, yet simple tools

You've got enough complexity in your life. That's why we've worked tirelessly to make our tools powerful and simple to use (everything we do has to pass the Grandma-Test!).

The best part? You don't have to change your workflow. Just keep doing what you're doing now, only with less fuss!

Start a Proof of Concept

It's only reasonable to want to see Epsillion working in your environment before you buy.
Start our Proof of Concept process. Together we will define and document your unique needs. Then you'll get a custom installer so you can see your documents automated before your eyes.