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Ratings and Reviews 0 Ratings
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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.
Integrations Supported
Microsoft Dynamics 365
NetSuite
Acumatica Cloud ERP
Dealertrack DMS
Dynamics 365 Commerce
Infor CloudSuite Corporate
Infor CloudSuite ERP
Infor LN
Infor M3
Integrations Supported
Microsoft Dynamics 365
NetSuite
Blackbaud Financial Edge NXT
API Availability
Has API
API Availability
Pricing Information
Please contact onPhase for pricing details.
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
On-Prem
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
On-Site Training
Training Options
Documentation Hub
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
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Nonprofits
Purchase Orders
Accounts Payable
Bank Reconciliation
Duplicate Payment Alert
Fraud Detection
Vendor Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
AP Automation
Not specified
Business Process Automation
Not specified
Business Process Management
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
Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Document Generation
Batch Processing
Collaboration
Digital Signature
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
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
Version Control
Electronic Data Capture
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Finance
Not specified
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
OCR
Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool
Workflow Automation
Not specified
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
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
AP Automation
Not specified
Document Management
Not specified