Average Ratings 22 Ratings

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Description

This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.

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 
Dealertrack DMS No 
Infor CloudSuite Corporate No 
Infor CloudSuite ERP No 
Infor LN No 
Infor M3 No 
Infor SyteLine No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics 365 Finance No 
Microsoft Dynamics GP No 
Microsoft Outlook Yes 
NetSuite No 
SAP Business One No 
Sage 100 Contractor No 
Sage 300 No 
Sage 300 Construction and Real Estate (CRE) No 
Sage 500 No 
Salesforce Yes 
Workday Extend No 

Integrations

Acumatica Cloud ERP Yes 
Dealertrack DMS Yes 
Infor CloudSuite Corporate Yes 
Infor CloudSuite ERP Yes 
Infor LN Yes 
Infor M3 Yes 
Infor SyteLine Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Dynamics GP Yes 
Microsoft Outlook No 
NetSuite Yes 
SAP Business One Yes 
Sage 100 Contractor Yes 
Sage 300 Yes 
Sage 300 Construction and Real Estate (CRE) Yes 
Sage 500 Yes 
Salesforce No 
Workday Extend Yes 

Pricing Details

$29/user/mo
Flexible, user-based pricing with no hidden fees, tailored to project size and complexity.
Free Trial Yes 
Free Version No 

Pricing Details

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

Deployment

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

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

CMW Lab

Founded

2010

Country

United States

Website

www.cmwlab.com

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

Business Process Automation

Enhance and simplify fundamental business functions using low-code solutions tailored for large organizations. The CMW Platform empowers you to digitize and manage complete processes such as capital expenditure approvals, procurement, and compliance, featuring role-specific access, intuitive visual workflows, and comprehensive traceability throughout various departments.

Business Process Management

A comprehensive low-code Business Process Management (BPM) platform that enables the design, execution, and enhancement of business workflows throughout the organization. Tailored for both technical and non-technical users, it promotes effective governance, adaptability, and seamless connectivity with your existing enterprise systems.

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 

Enterprise Architecture

This innovative low-code platform for enterprise architecture (EA) and business process management (BPM) empowers organizations to create dynamic and executable enterprise architecture. It goes beyond static diagrams, offering a system that actively influences operational workflows. Users can craft capability maps, define business components, and outline system landscapes, all while establishing direct connections to processes and applications. As architectural elements evolve, corresponding processes adapt seamlessly. The platform features integrated process automation, intuitive visual modeling, and robust API connectivity, ensuring that any shifts in strategy, organizational structure, or system configurations are mirrored throughout your operations in real-time. It effectively bridges the divide between planning and execution, transforming architecture into a vital governing force. This solution is particularly beneficial for sectors such as finance, healthcare, manufacturing, utilities, and government, where traceability, agility, and a unified perspective on the interplay between strategy, systems, and processes are crucial. It facilitates architecture-driven execution by aligning business strategy with operational workflows.

Application Portfolio Management Yes 
Architecture Governance Yes 
Capability Mapping Yes 
Diagramming Yes 
Idea Management No 
Modeling & Simulation No 
Project Management Yes 
Risk Assessment Yes 
Transformation Roadmapping Yes 
Version Control Yes 

Issue Tracking

CMW Platform is a low-code business process management system (BPMS) designed for creating tailored applications, such as advanced issue tracking systems that surpass conventional ticketing solutions. It empowers users to develop personalized workflows, forms, roles, and rules that seamlessly integrate with their organizational processes and enterprise architecture. With built-in automation features and enterprise architecture modeling tools, you can link issue tracking to various related operations, including procurement, compliance, service requests, and change management. The platform offers a user-friendly visual designer, a robust business rule engine, and comprehensive API capabilities for seamless integration with external systems, such as ERP, CRM, email, and document management solutions. Additionally, it includes features like audit trails, access management, customizable dashboards, and automated routing, all tailored to meet your specific requirements. Employed across diverse sectors such as manufacturing, finance, healthcare, and public services, CMW Platform enables organizations to efficiently address internal issues, incidents, and requests, ensuring agility, control, and scalability while maintaining compliance and preparing for future challenges.

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management Yes 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

Project Management

Introduce automation into your project management processes with the CMW Platform. This tool allows you to organize, monitor, and manage project workflows — starting from initiation and approvals to execution and reporting — while effortlessly connecting to financial and planning systems.

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

Project Planning

Create and streamline planning processes that incorporate budgeting, resource distribution, and key milestones. The CMW Platform ensures that plans are in sync with organizational goals and facilitates automated collaboration among different teams.

Agile Methodologies No 
Budget Management Yes 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts No 
Kanban Board No 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management No 
Traditional Methodologies No 

Project Tracking

Gain instant insight into your project's advancement through comprehensive dashboards, status monitoring, and automated notifications. Link tracking directly to core processes for a seamlessly integrated project management ecosystem.

Collaboration Tools No 
Cost-to-Completion Tracking No 
Gantt Charts No 
Kanban Board No 
Milestone Tracking Yes 
Percent-Complete Tracking No 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking No 

Task Management

Streamline your organized workflows by incorporating logic, dependencies, and escalation protocols. Move past simple checklists by connecting tasks to forms, approvals, and actual data, all while ensuring transparency and readiness for audits.

Collaboration Yes 
Create Subtasks Yes 
Gamification No 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Workflow Management

Create and oversee intricate workflows featuring role-specific routing, conditional logic, and integration capabilities, all within an intuitive low-code platform. Quickly adjust to evolving requirements while ensuring compliance and optimal performance.

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
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 

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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