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Description
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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
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
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
Pricing Details
$29 per user per 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
No
iPad App
No
Android App
No
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
floreysoft
Founded
2008
Country
Germany
Website
www.floreysoft.net
Vendor Details
Company Name
onPhase
Founded
2000
Country
United States
Website
www.onphase.com
Product Features
App Design
Change Management
Yes
Collaboration
Yes
Design Templates
Yes
Drag & Drop
Yes
Feature Library
Yes
Prototyping
Yes
Testing Management
Yes
Visual Interface
Yes
Application Development
Access Controls/Permissions
Yes
Code Assistance
No
Code Refactoring
No
Collaboration Tools
Yes
Compatibility Testing
Yes
Data Modeling
No
Debugging
Yes
Deployment Management
No
Graphical User Interface
No
Mobile Development
No
No-Code
Yes
Reporting/Analytics
No
Software Development
No
Source Control
Yes
Testing Management
No
Version Control
No
Web App Development
No
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
No
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No
Content Management
Audio Content
No
Customizable Templates
No
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
No
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
No
Website Management
Yes
Digital Signature
Audit Trail
No
Authentication
Yes
Auto Reminders
No
Customizable Templates
Yes
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
Yes
Progress Tracking
No
Task Progress Tracking
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
Yes
Drip Campaigns
No
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
No
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
No
Template Management
Yes
WYSIWYG Email Editor
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
Yes
Text Editing
No
Version Control
Yes
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
Yes
Web Services
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
Productivity
Collaboration
Yes
Database Creation
No
Document Creation
Yes
File Sharing
Yes
Notes Management
No
Office Suite
No
Presentation Tools
No
Project Management
No
Task Management
Yes
Team Chat
Yes
Survey
Custom Survey URLs
Yes
Data Analysis Tools
No
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
No
Paper Survey
No
Question Branching
Yes
Question Library
No
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
Yes
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
Yes
Vacation / Leave Tracking
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
No
Task Management
No
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
