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What is onPhase?

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.

What is Rossum?

Rossum serves as an AI-driven cloud document gateway that enhances automated communication for businesses. It tackles four essential stages of document processing simultaneously: acquiring documents through various channels, automatically comprehending content, facilitating two-way communication to address exceptions, and utilizing data through comprehensive integrations. Renowned companies such as Pepsico, Veolia, Siemens, and Cushman & Wakefield trust Rossum for their operational needs, opting for solutions that prioritize innovation over manual input. So, what advantages does Rossum provide? Effortless deployment: Experience impressive AI precision immediately during Rossum’s complimentary trial while minimizing maintenance demands due to its cloud infrastructure and self-optimizing capabilities. Tailored solutions: Users can take advantage of robust configuration APIs, and enterprise clients have the opportunity to work closely with Rossum’s specialized Global Services team for additional support. Centralized document gateway: Address a wide range of challenges, including security and compliance, as well as IT and user training, all through a single, versatile document solution. Comprehensive service: Rossum’s cloud platform manages the full document lifecycle, streamlining processes from initial receipt to integration with internal IT systems, ensuring efficiency at every stage. Ultimately, Rossum simplifies and enhances the way businesses handle document-related tasks, making it an invaluable asset in modern operations.

What is CapturePoint?

CapturePoint functions as a crucial front-end system for enhancing the invoice processing workflow, whether it's utilized for low or high-volume scanning and automation. For larger organizations with substantial accounts payable teams, this solution can determine whether additional specialized personnel are necessary or if increased productivity and reduced costs can be achieved through improved efficiency. In the healthcare sector, where the volume of documentation is staggering, implementing a streamlined system is vital for the effective management of everything from patient information to HIPAA compliance documents and medical notes. Ademero’s Document Scanning Software systems have quickly become the top choice for the contemporary healthcare industry. Beyond its ability to automatically identify various document types within complex legal paperwork that requires accurate association with matter numbers and correct case files, CapturePoint also adeptly handles employment applications, health insurance claims, tax documents, and a myriad of internal records. This broad functionality enables organizations to reduce errors significantly, thereby enhancing their overall operational efficiency while also freeing up valuable resources for other priorities. Ultimately, adopting such advanced systems could lead to more strategic resource allocation and improved service delivery across various sectors.

What is CIB?

CIB has positioned itself as a prominent provider of standardized solutions that address every aspect of document lifecycle management, while also acting as an innovative partner in IT consulting. With over 160,000 individual clients and around 300 corporate clients, CIB has earned a solid reputation for its products and advisory services. We are leading the way in digital transformation by driving cutting-edge research projects in the field of artificial intelligence. Users can easily generate PDF documents from any Windows application, enabling them to edit or revisit files without compromising data integrity, along with a host of other functionalities. There are multiple options available, including a complimentary version to help you get started! Our platform goes beyond just being a web-based viewer; it offers users the ability to open, view, and edit documents in various formats, compress file sizes, and share them efficiently via email, among other capabilities. Our goal is to create a more streamlined working environment that minimizes dependence on manual processes while boosting productivity in the business landscape and fostering a sustainable future for all stakeholders. Through our dedication to ongoing enhancement, we strive to equip users with the tools and confidence needed to navigate the complexities of document management seamlessly. Additionally, we are committed to listening to user feedback to further refine our offerings and ensure they meet the evolving needs of our clientele.

Media

Media

Media

Media

Integrations Supported

Acumatica Cloud ERP
Coupa
Dealertrack DMS
Infor CloudSuite Corporate
Infor LN
Infor M3
Infor SyteLine
KonnectzIT
Microsoft Dynamics 365 Business Central
QuickBooks Online
SAP Business One
SS&C Blue Prism
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage Accounting
Stackreaction
SuiteMaster
Workday Extend

Integrations Supported

Acumatica Cloud ERP
Coupa
Dealertrack DMS
Infor CloudSuite Corporate
Infor LN
Infor M3
Infor SyteLine
KonnectzIT
Microsoft Dynamics 365 Business Central
QuickBooks Online
SAP Business One
SS&C Blue Prism
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage Accounting
Stackreaction
SuiteMaster
Workday Extend

Integrations Supported

Acumatica Cloud ERP
Coupa
Dealertrack DMS
Infor CloudSuite Corporate
Infor LN
Infor M3
Infor SyteLine
KonnectzIT
Microsoft Dynamics 365 Business Central
QuickBooks Online
SAP Business One
SS&C Blue Prism
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage Accounting
Stackreaction
SuiteMaster
Workday Extend

Integrations Supported

Acumatica Cloud ERP
Coupa
Dealertrack DMS
Infor CloudSuite Corporate
Infor LN
Infor M3
Infor SyteLine
KonnectzIT
Microsoft Dynamics 365 Business Central
QuickBooks Online
SAP Business One
SS&C Blue Prism
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage Accounting
Stackreaction
SuiteMaster
Workday Extend

API Availability

Has API

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$35 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

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

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

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

onPhase

Date Founded

2000

Company Location

United States

Company Website

www.onphase.com

Company Facts

Organization Name

Rossum

Date Founded

2017

Company Location

United Kingdom

Company Website

rossum.ai

Company Facts

Organization Name

Ademero

Date Founded

2001

Company Location

United States

Company Website

www.ademero.com/document-imaging-software/

Company Facts

Organization Name

CIB software

Company Location

Germany

Company Website

www.cib.de/en/home.html

Categories and Features

Accounting

Simplify the challenges 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
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

Accounts Payable

Ease the strain of monotonous duties and lengthy invoice approval processes through accounting automation. This solution enables you to efficiently capture, authorize, and process payments while effortlessly connecting with your ERP system.

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

Utilize adaptable and secure payment solutions for both incoming and outgoing transactions. Decrease Days Sales Outstanding (DSO) by offering user-friendly billing options for consumers, and protect your profits by implementing incentives for early payments.

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

AP Automation

Reduce the strain of monotonous duties and lengthy invoice approval processes through accounting automation, enabling you to efficiently capture, authorize, and process payments, all while effortlessly syncing with your ERP system.

Business Process Management

Docuphase provides an extensive range 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 Payments to Vendors and Suppliers. Each component is crafted to streamline and automate back-office functions, enabling CFOs to concentrate on higher-priority responsibilities.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Entry

Achieve an impressive 99.99% precision with our innovative OCR technology, which is powered by AI and supported by human expertise. This advanced solution effortlessly processes headers, line items, and handwritten notes, significantly reducing the time required for manual data entry.

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Document Generation

DocuPhase revolutionizes the way finance departments manage essential paperwork, including contracts, invoices, receipts, financial statements, and purchase orders. By converting physical documents into digital formats, DocuPhase creates a centralized, user-friendly repository that streamlines data storage and retrieval, ultimately improving security and ensuring compliance.

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Revolutionizing the management of essential financial documents like contracts, invoices, receipts, financial statements, and purchase orders, DocuPhase streamlines the process by converting paper records into digital formats. This transformation allows for the consolidation of documents into a user-friendly repository, making data storage and retrieval more straightforward while improving security and ensuring compliance.

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

Electronic Data Capture

Achieve an impressive 99.99% precision with our advanced OCR technology, which combines artificial intelligence and human expertise to interpret headers, line items, and handwritten notes. This results in significantly reduced manual data entry time.

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Finance

Streamline your workflow by automating tedious tasks and expediting 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.

Forms Automation

Streamlines the gathering, directing, authorization, and communication workflows for expense approvals, vacation requests, and new employee onboarding. Guarantees the appropriate participants are engaged at every stage of your procedure, regardless of its simplicity or complexity, reducing hold-ups and obstacles.

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

OCR

Achieve an impressive 99.99% precision with our advanced OCR technology, which combines AI capabilities with human support to effectively interpret headers, line items, and handwritten annotations. This translates to a significant reduction in time spent on manual data entry.

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Workflow Management

Streamlines the gathering, directing, authorization, and communication procedures for expense approvals, leave requests, and employee onboarding. Guarantees that the appropriate parties are engaged at every stage of your workflow, regardless of its simplicity or complexity, reducing hold-ups and obstacles.

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

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Electronic Data Capture

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Categories and Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Electronic Data Capture

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

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

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