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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 PaperSave?

PaperSave is an all-in-one document management solution that empowers businesses to go paperless and automate document-driven workflows. Built to integrate seamlessly with ERP platforms like Microsoft Dynamics, PaperSave helps organizations automate everything from invoice processing and approval workflows to document storage and retrieval. By digitizing manual processes, PaperSave reduces administrative overhead, improves collaboration, and enhances document security. The solution provides real-time access to documents, streamlines compliance management, and supports a variety of file formats, enabling businesses to operate more efficiently and securely. With its easy integration and powerful automation features, PaperSave is an ideal solution for organizations looking to improve their document management and workflow automation.

Media

Media

Integrations Supported

Microsoft Dynamics 365
NetSuite
Acumatica Cloud ERP
Dealertrack DMS
Dynamics 365 Commerce
Financial Edge NXT
Infor CloudSuite Corporate
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
SAP Business One
Sage 100 Contractor
Sage 300
Sage 500
Sage Intacct
Workday Extend

Integrations Supported

Microsoft Dynamics 365
NetSuite
Acumatica Cloud ERP
Dealertrack DMS
Dynamics 365 Commerce
Financial Edge NXT
Infor CloudSuite Corporate
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
SAP Business One
Sage 100 Contractor
Sage 300
Sage 500
Sage Intacct
Workday Extend

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

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

onPhase

Date Founded

2000

Company Location

United States

Company Website

www.onphase.com

Company Facts

Organization Name

PairSoft

Date Founded

1997

Company Location

United States

Company Website

www.pairsoft.com/about-us/papersave/

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

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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