ShareCRF vs. Clario EDC

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.

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.

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.

CredentialStream® utilizes innovative patented technology to facilitate the requesting, collection, and verification of provider information, ultimately creating a trustworthy Source of Truth for subsequent processes. Its cutting-edge platform is regularly enhanced and is supported by extensive content libraries and top-tier data sets, making CredentialStream the premier solution for managing the entire lifecycle of providers. Additionally, the seamless integration of these resources ensures that organizations can maintain compliance and efficiency in their operations.

FMIS, which stands for Financial and Management Information Systems, is a well-established entity specializing in Asset Management solutions tailored for medium to large businesses. Renowned in both public and private sectors, FMIS empowers organizations to enhance their production efficiency through collaboration with a network of software companies, enabling smooth integration with major ERPs and CRM systems. This success stems from the combination of essential features into a cohesive solution. Among the various software options available are Asset Budgeting, Asset Lifecycle Management, Audit Trail, Barcoding/RFID, Depreciation Management, and Inventory Tracking. These tools represent just a fraction of the proven software solutions showcased in case studies across more than 40 countries, demonstrating their effectiveness in standardizing operational practices. Furthermore, FMIS's offerings provide a financially viable method for managing diverse organizational needs efficiently.

TrueLoyal delivers a next-generation loyalty platform that helps consumer brands keep customers engaged for life. Leveraging AI-driven personalization and omnichannel integration, it allows businesses to design and manage loyalty programs that work across eCommerce, retail, and distributor networks. The platform includes features such as gamification, rewards catalogs, predictive churn prevention, advocacy programs, and receipt-based engagement, enabling brands to turn every interaction into an opportunity for retention. With advanced analytics and data collection, TrueLoyal empowers companies to capture zero- and first-party data to fuel smarter marketing decisions. Its pre-built integrations and open API ensure seamless connectivity with major systems, reducing complexity and accelerating deployment. Case studies from industries like beauty, automotive, and food & beverage highlight measurable results, including over 150% increases in repeat revenue and significant boosts in customer satisfaction scores. Beyond the technology, TrueLoyal offers consulting and strategy services to ensure brands launch with confidence and continuously optimize their programs. Customers benefit from a holistic loyalty ecosystem that drives advocacy through social commerce, user-generated content, surveys, and product sampling. By aligning loyalty initiatives with brand strategy, TrueLoyal transforms transactional relationships into long-term partnerships. Its mission is to provide brands with the flexibility, intelligence, and tools they need to scale retention and revenue in a sustainable way.

WaitWell is built to reduce wait times and service friction in high-volume environments. The platform enables organizations to coordinate appointments and walk-in traffic through a secure, scalable system. Customers can engage through QR codes, SMS, web links, kiosks, or by chatting with Waillo, an AI agent native to WaitWell that answers questions in natural language, explains available services, and routes customers into the correct line or appointment path. Customers receive live queue updates and AI-powered wait time forecasts that set clear expectations before arrival. WaitWell includes strong real-time reporting and operational visibility. Waillo Insights builds on this foundation by enabling managers to ask plain-language questions of their data, helping them identify trends, uncover bottlenecks, and refine staffing decisions. With integrated payments, an extensive API library, and HIPAA and SOC 2 compliance, WaitWell provides a flexible foundation for efficient, reliable service delivery across one or many locations.

Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.

Wave Browser is an efficient browser that makes everyday online life cleaner, more organized, and more meaningful. Built on the trusted Chromium foundation, it brings essential tools directly into the browser so you can get more done without installing extra extensions or juggling multiple apps. The sidebar keeps your favorite tools and lists within instant reach, while split view lets you work across two pages at once, ideal for research, comparison, studying, or multitasking. Wave keeps your browsing protected with features that put you in control. Ad and tracker blocking give you a more secure, private experience, and incognito mode allows you to browse without storing activity on your device. With AppEsteem Certification, Wave Browser meets strict standards for clean installation, transparent behavior, and responsible software practices that help keep your experience safe. Productivity is built into Wave’s core. Tab grouping, bookmarks, and a reading list help keep your ideas organized, while picture-in-picture, Memory Saver, and Energy Saver modes keep your device running smoothly during heavy tab sessions. The built-in AI Assistant, messaging integrations, and fast-action buttons to your favorite sites turn the browser into a true productivity partner that supports your day. Most importantly, Wave Browser is the only browser with real ocean impact built in. Through a certified partnership with 4ocean, Wave helps fund the removal of 100,000 pounds of trash from our ocean, rivers, and coastlines each year. A live impact tracker shows how much waste the Wave community has helped remove, with verified updates from cleanup crews around the world. With Wave Browser, your everyday browsing supports cleaner waters and the people working to protect them.

Streamline your time tracking processes to enhance both efficiency and cost-effectiveness. The employee time tracking software is designed to monitor payroll, billing, productivity, and much more. With a focus on productivity and profitability, eBillity's Time Tracker was developed to make employee timekeeping straightforward for billing and payroll purposes. The platform offers flexible add-ons and customizable features, enabling you to adjust your account as your business expands. By doing so, you can minimize administrative burdens, boost accountability, and prevent time theft. This not only leads to increased profitability but also fosters stronger client relationships and simplifies tax preparation. You can analyze the effectiveness of your projects, employees, and clients with ease. Crafted with care, the software is user-friendly and provides precise billing and payroll for clients. Additionally, eBillity's time-tracking solution allows employees to log their time effortlessly from any device they have at their disposal, ensuring convenience and accuracy in tracking work hours. In a world where time is money, investing in such software can transform the way your business operates and thrives.