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Description

Collect remote data safely at any time and from any location using Kordata. This adaptable mobile data collection tool empowers organizations to securely obtain essential information, store it in a centralized cloud system, and distribute it to the appropriate individuals on their devices. In addition, Kordata provides customizable data collection forms and workflows that can be tailored to fulfill unique business requirements, ensuring a seamless data management experience. With its user-friendly interface, Kordata enhances productivity and simplifies the process of data handling for teams across various industries.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
Dealertrack DMS No 
Dynamics 365 Commerce 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 
NetSuite No 
SAP Business One No 
Sage 100 Contractor No 
Sage 300 No 
Sage 300 Construction and Real Estate (CRE) No 
Sage 500 No 
Workday Extend No 

Integrations

Acumatica Cloud ERP Yes 
Dealertrack DMS Yes 
Dynamics 365 Commerce 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 
NetSuite Yes 
SAP Business One Yes 
Sage 100 Contractor Yes 
Sage 300 Yes 
Sage 300 Construction and Real Estate (CRE) Yes 
Sage 500 Yes 
Workday Extend Yes 

Pricing Details

No price information available.
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 No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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) Yes 
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

Kordata

Founded

2012

Country

United States

Website

kordata.com

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management Yes 
Timesheets Yes 

Data Entry

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

Electronic Data Capture

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

Energy Management

Benchmarking No 
Bill Audit No 
Bill Database No 
Bill Importing No 
Budgeting & Forecasting No 
Compliance Management Yes 
Contract Management Yes 
Cost / Use Reporting Yes 
Emissions Monitoring Yes 
Energy Price Analysis No 
Facility Scheduling Yes 
Greenhouse Gas Tracking Yes 
Load Control No 
Load Forecasting No 
Meter Tracking Yes 
Risk Management Yes 
Weather Normalization No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Inspection

Appointment Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Photos In Reports Yes 
Print on Site No 
Report Templates Yes 
Speech Recognition Yes 
Subcontractor Management Yes 

Oil and Gas

Compliance Management Yes 
Equipment Management Yes 
Inventory Management Yes 
Job Costing Yes 
Logistics Management Yes 
Maintenance Management Yes 
Material Management Yes 
Project Management Yes 
Resource Management Yes 
Scheduling Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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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