Compare Titan vs. onPhase in 2026

onPhase

View Product

Add To Compare

Average Ratings 376 Ratings

Total

ease

features

design

support

Read all reviews

Average Ratings 0 Ratings

Total

ease

features

design

support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

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

Adobe Advertising Cloud Yes

Dropbox Yes

Global ECS for SAP Yes

Infor CloudSuite Corporate No

Mailchimp Transactional Email (Mandrill) Yes

Microsoft Excel Yes

Microsoft Word Yes

Mollie Yes

NMI Gateway Yes

Show More Integrations

Explore All 62 Integrations

Integrations

Acumatica Cloud ERP Yes

Adobe Advertising Cloud No

Dropbox No

Global ECS for SAP No

Infor CloudSuite Corporate Yes

Mailchimp Transactional Email (Mandrill) No

Microsoft Excel No

Microsoft Word No

Mollie No

NMI Gateway No

Show More Integrations

Explore All 19 Integrations

Pricing Details

$150 per month

Document Studio

Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month

Experience Studio

Starter - Basic forms and landing pages from $250/month
Growth - Web apps from $450/month

Free Trial Yes

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) 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

Titan

Founded

2016

Country

Israel

Website

titandxp.com

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

App Makers

Collaboration Tools Yes

Compatibility Testing Yes

Deployment Management Yes

Drag & Drop Yes

For eCommerce Yes

Forms Creation Yes

Iteration Management Yes

Mobile Apps Yes

No-Code Yes

Pre-Built Templates Yes

Visual Modeling No

Web Apps Yes

Workflow Management Yes

Contract Lifecycle Management (CLM)

Contract Management

Buy Side (Suppliers) Yes

Completion Tracking Yes

Compliance Tracking Yes

Contract Lifecycle Management Yes

Electronic Signature Yes

Full Text Search Yes

Government Contracts No

Pre-built Templates Yes

Sell Side (Customers) No

Specialty Contracts Yes

Version Control Yes

Workflow Management Yes

Customer Experience

Action Management Yes

Analytics Yes

Customer Segmentation Yes

Dashboard Yes

Feedback Management Yes

Knowledge Management Yes

Multi-Channel Collection Yes

Sentiment Analysis No

Survey Management Yes

Text Analysis Yes

Trend Analysis Yes

Customer Feedback

Alerts / Notifications Yes

Behavior Analytics Yes

Bug Reports Yes

Community Feedback Tools Yes

Live Chat Yes

Negative Feedback Management Yes

Net Promoter Score (NPS) Yes

Screenshot / Screen Capture Yes

Surveys Yes

User Testing Tools Yes

Video Feedback Yes

Visual Feedback Tools Yes

Voice of the Customer (VoC) Yes

Website Feedback Yes

Data Collection

Data Entry

Abbreviation Detection No

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 Yes

Mis-Keyed Variation Detection No

Phonetic Variation Detection Yes

Digital Experience Platforms (DXP)

Alerts / Notifications Yes

Auto-Tagging Yes

Blogs Yes

Calendar Yes

Content Modeling No

Digital Asset Management Yes

File Sharing Yes

Form Builder Yes

Forums / Message Boards Yes

Headless CMS No

Knowledge Base Yes

Performance Monitoring Yes

Personalization / Segmentation Yes

Reporting / Analytics Yes

Surveys / Polls Yes

Templates Yes

User Management / Permissions Yes

Version Control Yes

Wiki No

Workflow Management Yes

Digital Signature

Audit Trail Yes

Authentication Yes

Auto Reminders Yes

Customizable Templates Yes

Document Analytics Yes

Mobile Signature Yes

Multi-Party Signing Yes

Progress Tracking Yes

Task Progress Tracking No

Document Generation

Batch Processing Yes

Collaboration Yes

Digital Signature Yes

Interaction Tracking Yes

Multiple Output Formats Yes

Templates Yes

Donation Management

Campaign Management Yes

Donation Tracking Yes

Donor Database Yes

Event Management Yes

Gift Management Yes

Grant Management Yes

In-Kind Donations Yes

Matching Donations Yes

Mobile Donations Yes

Online Donations Yes

Pledge Management Yes

Receipts / Statements Yes

Recurring Donations Yes

Volunteer Management Yes

Drag and Drop App Builders

eCommerce

CRM No

Catalog Management No

Channel Management No

Customer Accounts No

Data Security No

Email Marketing No

Inventory Management No

Kitting No

Loyalty Program No

Mobile Access No

Multi-Store Management No

Order Management No

Product Configurator No

Promotions Management No

Returns Management No

Reviews Management No

SEO Management No

Shopping Cart No

Templates No

Forms Automation

Approval Process Control Yes

Archiving & Retention Yes

Collaboration Yes

Document Indexing No

Drag & Drop Yes

Full Text Search Yes

Remote Document Access Yes

Rules-Based Workflow Yes

Text Editing Yes

Version Control Yes

Government

Budgeting & Forecasting Yes

Code Enforcement No

Compliance Management Yes

Fixed Asset Management No

Inventory Management Yes

License Issuance Yes

Permit Issuance Yes

Purchasing & Receiving Yes

Self Service Portal Yes

Taxation & Assessment Yes

Utility Billing Yes

Work Order Management No

Healthcare

Higher Education

Admissions Management Yes

Alumni Management Yes

Assessment Management Yes

Curriculum Management Yes

Faculty / Staff Management Yes

Financial Aid Management Yes

Fundraising Management Yes

Housing Management Yes

Scheduling Yes

Student Information / Records Yes

Student Portal Yes

HIPAA Compliance

Access Control / Permissions Yes

Audit Management Yes

Compliance Reporting Yes

Data Security Yes

Documentation Management Yes

For Healthcare Yes

Incident Management Yes

Policy Training No

Remediation Management Yes

Risk Management Yes

Vendor Management Yes

No-Code Development

AI-Assisted Development Yes

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

Nonprofit

Accounting Yes

Committee Management Yes

Donor Management Yes

Dues Management Yes

Event Management Yes

Fundraising Management Yes

Member Database Yes

Membership Management Yes

Social Media Management Yes

Volunteer Management Yes

Online Form Builders

Artificial Intelligence Yes

Assign Roles / Permissions Yes

Collaboration Tools Yes

Conversational Forms Yes

Data Tables Yes

Drag & Drop / No Code Yes

Export to PDF Yes

HIPAA Compliant Yes

Import Existing Forms Yes

Mobile Forms Yes

Offline Forms Yes

Pre-made Templates Yes

Quizzes / Questionnaires Yes

Reporting / Data Visualization Yes

Signup Forms Yes

Surveys Yes

PDF

Annotations Yes

Convert to PDF Yes

Digital Signature Yes

Encryption Yes

Merge / Append Yes

PDF Reader Yes

Watermarking Yes

Process Documentation

Registration

Activity Registration Yes

Attendance Management Yes

Badge Management Yes

Calendar Management Yes

Class Registration Yes

Contact Management Yes

Event Registration Yes

Form Builder Yes

Group Registration Yes

Marketing Management Yes

Online Registration Yes

Onsite Registration Yes

Payment Processing Yes

Refund Automation Yes

Self Check-In Yes

Surveys & Feedback Yes

Survey

Custom Survey URLs Yes

Data Analysis Tools Yes

Email Marketing Yes

Mobile Survey Yes

Offline Response Collection Yes

Paper Survey No

Question Branching Yes

Question Library Yes

Site Intercept Survey No

Skip Logic Yes

Supports Audio / Images / Video Yes

Website Builder

Auto Update Yes

Content Import / Export Yes

Drag & Drop Yes

Invoices Yes

Landing Pages / Web Forms Yes

Newsletter Management Yes

Online Booking Yes

Online Store Builder Yes

Pre-built Templates Yes

Real Time Editing Yes

SEO Yes

Survey Builder Yes

White Label No

Workflow Management

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 Automation

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 Automation

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