Documation vs. BizProc

onPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.

This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

AvidXchange revolutionizes payment processes for businesses, enabling them to concentrate on their core priorities. Our accounts payable (AP) solutions empower clients to enhance efficiency, transparency, and authority within their AP workflows. Enhance Efficiency: Expedite the approval of invoices and minimize administrative burdens, allowing team members to engage in more critical initiatives. Boost Transparency & Authority: Achieve immediate insights into the status of invoices and payments while crafting personalized workflows to align with your approval requirements. Access Anytime, Anywhere: Enhance productivity and eliminate delays by managing AP responsibilities around the clock. Moreover, AvidXchange, Inc. operates as a licensed money transmitter for B2B payments across the U.S., holding a Money Transmitter license from the New York State Department of Financial Services, along with other states necessitating such a license. This extensive regulatory compliance underscores our commitment to secure and reliable financial transactions.

Stonebranch’s Universal Automation Center (UAC) serves as a comprehensive Hybrid IT automation platform that facilitates the real-time oversight of tasks and processes across both cloud and on-premises infrastructures. This adaptable software solution enhances the efficiency of your IT and business workflows while providing secure management of file transfers and consolidating job scheduling and automation tasks. Utilizing advanced event-driven automation technology, UAC allows you to implement instant automation across your entire hybrid IT ecosystem. Experience the benefits of real-time automation tailored for a variety of environments, such as cloud, mainframe, distributed, and hybrid configurations. Additionally, UAC simplifies Managed File Transfers (MFT) automation, enabling seamless handling of file transfers between mainframes and various systems, while easily integrating with cloud services like AWS and Azure. With its robust capabilities, UAC not only improves operational efficiency but also ensures a high level of security in all automated processes.

Interfacing's Digital Twin Organization software enhances transparency and governance, which in turn boosts quality, efficiency, and ensures adherence to regulatory standards. This comprehensive platform enables users to map, analyze, and automate their workflows while effectively managing compliance and evaluating risks. The Enterprise Process Center (EPC) serves as an enterprise management solution that empowers businesses to digitally evolve their operations, facilitating streamlined processes, heightened productivity, and improved overall efficiency. Additionally, Interfacing's Rapid Application Development Tools (RAD), utilizing a Low Code Development approach, optimize your technical assets and enhance transparency, paving the way for ongoing improvements. Experience the power of our Low-Code Rapid Application Development module, which equips you with the essential tools to swiftly create and deploy custom, scalable, and secure applications that are ready for mobile use, significantly reducing development time from months to mere days. With these innovative solutions, organizations can achieve remarkable agility and responsiveness in today’s fast-paced business landscape.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

MindCloud serves as a contemporary iPaaS and offers a comprehensive service solution tailored for small to medium-sized enterprises, allowing you to manage projects without the need for dedicated technical personnel. With an extensive library of over 50 pre-built connectors, we can also incorporate any new software platform equipped with an API or supports automated data imports and exports. In addition, we facilitate EDI and FTP integrations to enhance connectivity. Notable connectors include Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, eBay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets, and a wide array of others. MindCloud empowers you to automate all your business processes effectively, thereby eradicating the need for redundant data entry. By integrating your business operations, you can streamline your workflow and improve your overall productivity, making your life easier in the process.

BILL is a leading provider of cloud-based software that simplifies, digitizes, and automates back-office financial processes for small and mid-sized businesses. Our customers come from all industries, ranging from startups to established brands and nonprofits to franchises.