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Ratings and Reviews 0 Ratings
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onPhaseonPhase 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.
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What is EZ-Ledger?
The EZ-ledger application can significantly cut down the time required to create a general ledger from bank CSV records by up to 70%. It acts as a highly effective tool for processing and generating General Ledgers and Profit & Loss summaries from CSV files provided by various financial institutions. This application is invaluable for both accountants and businesses that require streamlined financial reporting. Users can effortlessly convert CSV statements into a comprehensive data processing system. With the capability to easily build tailored General Ledgers and Profit & Loss reports, it simplifies the entire financial reporting procedure. Moreover, the application facilitates the smooth conversion of CSV files into formats compatible with Excel, requiring very little setup time. Users can navigate the system without needing extensive technical expertise or coding knowledge. Its intelligent layout parser comes equipped with a variety of parsing presets that are designed to handle the most common scenarios, allowing for rapid setup in mere minutes while still enabling customization to suit specific needs. The parsing rules offer a robust yet flexible framework, providing clear instructions that guide the parsing engine in efficiently extracting, converting, and processing the necessary data. This adaptability and ease of use make the EZ-ledger application an essential tool for enhancing the management of financial data, ultimately leading to more informed decision-making in business operations. Furthermore, the user-friendly interface ensures that even those with minimal experience can take full advantage of its powerful features.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$14 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
LedgersOnline
Date Founded
2002
Company Location
Canada
Company Website
www.ledgerdocs.com
Company Facts
Organization Name
EZ-Ledger
Date Founded
2017
Company Location
United States
Company Website
www.ez-ledger.com
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management