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Description

Axelor is an Open Source ERP, CRM, and BPM that can be easily customized. It includes more than twenty business applications. You will enjoy a modern design and intuitive navigation. Axelor is a new management solution that combines simplicity, efficiency, and ease of use. Axelor offers unparalleled flexibility and a new way to manage your business. Using the integrated BPM you can adapt in real-time, with very few configurations and very few custom development your application to business change.

Description

onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
Chorus Connection Yes 
Docusign Yes 
Infor CloudSuite Corporate No 
Infor CloudSuite ERP No 
Infor LN No 
Infor M3 No 
Metabase Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Finance No 
Microsoft Dynamics GP No 
NetSuite No 
SAP Business One No 
Sage 100 Yes 
Sage 100 Contractor No 
Sage 300 No 
Sage 300 Construction and Real Estate (CRE) No 
Sage 500 No 
Workday Extend No 
Zapier Yes 

Integrations

Acumatica Cloud ERP Yes 
Chorus Connection No 
Docusign No 
Infor CloudSuite Corporate Yes 
Infor CloudSuite ERP Yes 
Infor LN Yes 
Infor M3 Yes 
Metabase No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Dynamics GP Yes 
NetSuite Yes 
SAP Business One Yes 
Sage 100 No 
Sage 100 Contractor Yes 
Sage 300 Yes 
Sage 300 Construction and Real Estate (CRE) Yes 
Sage 500 Yes 
Workday Extend Yes 
Zapier No 

Pricing Details

35€ per month per user
Pro version : 35€ per user per month
Community version : free
Free Trial No 
Free Version Yes 

Pricing Details

Please contact onPhase for pricing details.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Axelor

Founded

2005

Country

France

Website

www.axelor.com

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking No 
Online Payments No 
Recurring Appointments Yes 
Room Booking Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention No 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

Equipment Maintenance

Customer Database Yes 
Dispatch Management No 
Equipment Tracking No 
Inventory Control Yes 
Job Management No 
Maintenance Scheduling Yes 
Warranty Tracking No 
Work Order Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management No 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management No 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding No 
Document Storage Yes 
Email Integration No 
IT Asset Management No 
Incident Management No 
Interaction Tracking No 
Knowledge Base No 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

HR Employee File Management

Access Controls Yes 
Centralized Employee Files Yes 
Dashboard Yes 
Email Notifications Yes 
Paper & Digital Yes 
Regulatory Compliance No 
Retention Settings No 
Search Yes 
Sharing Spaces Yes 
Signature Yes 

Human Resources

360 Degree Feedback No 
Applicant Tracking Yes 
Attendance Management Yes 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets Yes 
Training Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management No 
Product Identification Yes 
Reorder Management No 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Logistics

3PL No 
Barcoding / RFID Yes 
CRM Yes 
Container Tracking No 
Cross Docking No 
Fleet Management No 
Inventory Management Yes 
Order Management Yes 
Purchasing Yes 
Scheduling Yes 
Shipping Management Yes 
Transportation Management Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing Yes 
Calibration Management No 
Dispatch Management No 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance No 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Manufacturing

Accounting Integration Yes 
ERP Yes 
MES Yes 
MRP Yes 
Maintenance Management Yes 
Purchase Order Management Yes 
Quality Management Yes 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management No 
Shipping Management No 

Manufacturing Execution

Document Management Yes 
Forecasting Yes 
Quality Control Yes 
Quote Management Yes 
Resource Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 
Traceability Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking No 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts Yes 
Idea Management No 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Accounting

Simplify the strain of monotonous duties and lengthy invoice approval processes through accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Accounts Payable

Ease the strain of monotonous duties and prolonged invoice approvals by utilizing accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.

Approval Process Control No 
Bank Reconciliation Yes 
Cash Management No 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry No 
Vendor Management Yes 

Accounts Receivable

Utilize adaptable and secure payment solutions for both incoming and outgoing transactions. Lower your Days Sales Outstanding (DSO) by offering easy bill payment alternatives for consumers, and protect your profits with incentives for early payments.

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

AP Automation

Reduce the strain of monotonous tasks and lengthy invoice approval processes through accounting automation, which enables you to efficiently capture, authorize, and process payments while effortlessly syncing with your ERP system.

Business Process Management

Docuphase provides an all-encompassing array of smart financial solutions aimed at enhancing predictability, transparency, and operational efficiency. Our offerings encompass Document Management, Invoice and Data Capture, Forms & Workflow, Accounts Payable Automation, and Vendor and Supplier Payment solutions. Each component is crafted to streamline and automate back-office processes, enabling CFOs to concentrate on more critical responsibilities.

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Data Entry

Achieve an impressive 99.99% precision with our advanced OCR technology, enhanced by human expertise, capable of interpreting headers, line items, and handwritten notes. This results in significantly reduced manual data entry time.

Abbreviation Detection Yes 
Data Capture and Transfer Yes 
Data Cleansing Yes 
Data Entry Verification Yes 
Data Search Flexibility Yes 
Duplicate Detection Yes 
Flexible Search Yes 
Image Entry Yes 
Library Conversion No 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection No 

Document Generation

Revolutionizes the way finance departments manage essential paperwork, including contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase offers the capability to convert physical records into digital formats, consolidating these documents into a user-friendly database. This streamlining process not only facilitates easier data storage and retrieval but also bolsters security and ensures compliance with regulations.

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Document Management

Revolutionizing the way finance departments manage essential paperwork like contracts, invoices, receipts, financial statements, and purchase orders, DocuPhase offers a solution that converts physical documents into digital formats. This process consolidates all files into a user-friendly repository, streamlining the storage and retrieval of information while improving security and ensuring compliance with regulations.

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Electronic Data Capture

Achieve an impressive 99.99% precision with our advanced OCR technology, enhanced by human support, capable of interpreting headers, line items, and handwritten notes. This innovation significantly reduces the time you would otherwise devote to inputting data manually.

Audit Trail Yes 
CRF Tracking Yes 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Finance

Ease the strain of monotonous activities and lengthy invoice approval processes with automated accounting solutions. This technology enables you to efficiently capture, approve, and process payments while effortlessly integrating with your existing ERP system.

Forms Automation

Streamlines the processes of gathering, directing, approving, and notifying regarding expense approvals, vacation requests, and new employee onboarding. Guarantees that the appropriate parties are engaged at every stage of your workflow, regardless of its complexity, thereby reducing delays and obstacles.

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

OCR

Achieve an impressive accuracy rate of 99.99% using our advanced OCR technology, which is powered by artificial intelligence and supported by human expertise. This system efficiently processes headers, line items, and handwritten notes, significantly reducing the time required for manual data entry.

Batch Processing Yes 
Convert to PDF Yes 
ID Scanning Yes 
Image Pre-processing Yes 
Indexing Yes 
Metadata Extraction Yes 
Multi-Language Yes 
Multiple Output Formats Yes 
Text Editor Yes 
Zone Selection Tool Yes 

Workflow Management

Streamlines the processes for gathering, directing, approving, and notifying concerning expense approvals, leave requests, and new employee onboarding. Guarantees that all relevant parties are engaged at every stage of your workflow, regardless of its complexity, reducing any potential delays and obstacles.

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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