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features
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support

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Description

Enable your team to strive for excellence in operations by utilizing effective and user-friendly digital data collection, workflow automation, and instant reporting capabilities. Simplifying the path to success encourages employees to actively participate in the process. Promptly notify the right individuals, kickstart initiatives, and guarantee adherence to standards. Create automated, insightful reporting dashboards that guide enhancement projects and monitor key performance indicators. The software is designed to be highly user-friendly for both administrators to configure and for employees to operate. With features such as QR codes, conditional logic, reward systems, and process automation, Weever provides all the essential tools you require to accomplish your goals in your preferred manner. This platform not only enhances safety but also ensures that equipment remains operational, minimizes product defects, facilitates training tracking, fosters continuous improvement, and maintains compliance throughout the organization. Additionally, by streamlining these processes, your organization can focus more on innovation and efficiency.

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

$199 per month
Add solutions for only $99 per month per site
Free Trial No 
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 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 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

Weever Apps

Founded

2011

Country

Canada

Website

weeverapps.com

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

Forms Automation

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 

Workflow Management

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