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Description

Yooz provides the smartest, most powerful, and easiest-to-use cloud-based E-invoicing and Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed, and security with affordable zero-risk subscriptions to more than 5,000 customers and 300,000 users worldwide. Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability, and end-to-end customizable features. It integrates E-invoicing and AP Automation into information systems or ERPs with more than 250 native connectors, exceeding any other solution on the market. Yooz is a fast-growing, award-winning, SaaS innovator that is the perfect fit for organizations across all sectors. It has been recognized as a Great Place to Work®, AP Automation Software Top Performer by Featured Customers, Top 100 Fastest Growing Products by G2, Top AP Solution Provider by CFO Tech Outlook, AP/Invoicing Product of the Year Winner by Document Manager and Top 50 Company to Watch by Spend Matters. Yooz North America is headquartered in the Dallas, Texas metropolitan area with global offices in Europe.

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 Yes 
Dealertrack DMS Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics GP Yes 
NetSuite Yes 
SAP Business One Yes 
Sage 300 Yes 
Sage 500 Yes 
Advent DMS Yes 
Dynamics 365 Commerce No 
Infor CloudSuite Business Yes 
Infor CloudSuite ERP No 
Infor M3 No 
Karmak Fusion Yes 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics SL Yes 
Sage 100 Yes 
Sage Intacct Yes 
Workday Extend No 
Xero Yes 

Integrations

Acumatica Cloud ERP Yes 
Dealertrack DMS Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics GP Yes 
NetSuite Yes 
SAP Business One Yes 
Sage 300 Yes 
Sage 500 Yes 
Advent DMS No 
Dynamics 365 Commerce Yes 
Infor CloudSuite Business No 
Infor CloudSuite ERP Yes 
Infor M3 Yes 
Karmak Fusion No 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics SL No 
Sage 100 No 
Sage Intacct No 
Workday Extend Yes 
Xero No 

Pricing Details

Subscription price based on the volume of documents processed with an unlimited number of internal users.
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 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

Yooz

Founded

2013

Country

United States

Website

www.getyooz.com/

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Budgeting

"What If" Scenarios No 
Asset Planning Yes 
Balance Sheet No 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

Procure to Pay

Billing & Invoicing Yes 
Budgeting / Forecasting Yes 
Compliance Management Yes 
Contract Lifecycle Management Yes 
Financial Reporting Yes 
Integration Management Yes 
Inventory Management Yes 
Order Management Yes 
Vendor Management Yes 

Purchasing

Catalog Management Yes 
Compliance Management No 
Contract Management Yes 
Inventory Management No 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals No 
Sourcing Management No 
Spend Management No 
Supplier Management 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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