Save to My Lists
Paid
Claimed

onPhase Reviews & Product Details

onPhase Overview

What is onPhase?

onPhase is a financial automation solution designed specifically for the back-office operations of modern Chief Financial Officers (CFOs). This platform offers a comprehensive suite of tools, including Accounts Payable (AP), Payments, Document Management, and Workflow Automation. By streamlining these critical financial processes, onPhase enables organizations to enhance efficiency, reduce operational costs, and ultimately achieve sustainable growth. Targeting mid-sized organizations, onPhase has been a trusted partner for 25 years, helping businesses navigate the complexities of financial management. The platform is particularly beneficial for CFOs and finance teams looking to optimize their back-office functions. With a focus on scalability, onPhase is designed to adapt to the evolving needs of growing businesses, ensuring that financial operations can keep pace with expansion and increased demand. The key features of onPhase include its robust AP automation, which simplifies invoice processing and approval workflows, reducing the time and effort required for manual data entry. The Payments module facilitates secure and efficient transaction processing, allowing organizations to manage vendor payments seamlessly. Additionally, the Document Management feature provides a centralized repository for financial documents, enhancing accessibility and compliance. Workflow Automation further streamlines processes by automating repetitive tasks, freeing up valuable time for finance teams to focus on strategic initiatives. By integrating these features, onPhase delivers significant benefits to its users. The automation of financial processes not only minimizes errors but also accelerates transaction cycles, leading to improved cash flow management. Furthermore, the platform's ability to provide real-time insights into financial operations empowers CFOs to make informed decisions based on accurate data. This holistic approach to financial automation not only enhances operational efficiency but also positions organizations for long-term success in a competitive landscape. In summary, onPhase stands out in the financial automation category by offering a tailored solution that addresses the unique challenges faced by mid-sized organizations. Its comprehensive suite of tools, combined with a focus on scalability and efficiency, makes it an invaluable asset for CFOs seeking to optimize their back-office operations and drive sustainable growth.

onPhase Details
Product Website
Languages Supported
English
Show LessShow More
Product Description

Driving innovation with information, onPhase is made up of four software cores workflow automation, document management, electronic forms, and data capture that deliver unmatched efficiency and unparalleled performance to companies around the world.

How do you position yourself against your competitors?

onPhase partners with you to first understand the possibilities and opportunities Digital Transformation can bring to your organization to build a clear vision.

onPhase engages your team at every level of the organization to discover how work is being done and how to eliminate the mundane tasks to improve and optimize your business processes. The future state of your business is driven by your vision and goals while being supported by our methods and platform.

Our engagement is much more than implementing software; we want to truly revolutionize the way your team gets work done! With DocuPhase, your business will have a foundation for growth, new levels of productivity and continuous process improvement.


Seller Details
Seller
onPhase
Company Website
Year Founded
2000
HQ Location
Clearwater, FL
Twitter
@DocuPhase
1,103 Twitter followers
LinkedIn® Page
www.linkedin.com
124 employees on LinkedIn®
Description

OnPhase is a technology company that specializes in document management and automation solutions. Their platform offers tools for streamlining business processes, including workflow automation, electronic document management, and data capture. With a focus on enhancing operational efficiency, DocuPhase serves a variety of industries by providing services that help organizations reduce paperwork, improve compliance, and optimize productivity. For more information, visit their website at [docuphase.com](https://www.docuphase.com).


MF
Overview Provided by:

Recent onPhase Reviews

Lisa B.
LB
Lisa B.Mid-Market (51-1000 emp.)
4.5 out of 5
"billing made easier"
The vendors can automatically bill me my invoices
AB
Ashley B.Enterprise (> 1000 emp.)
5.0 out of 5
"Simple & User Friendly!"
Everything seems to be in the perfect spot. Documents and submit and everything is just laid out so well there's definitely an ease of using.
TW
Terri W.Small-Business (50 or fewer emp.)
5.0 out of 5
"We love Docuphase!"
Docuphase electronically 3 way matches our invoices and is very reliable.
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

onPhase Media

onPhase Demo - Payment Confirmation
.
onPhase Demo - Document Center - Document Viewer
.
onPhase Demo - My Worklist
.
onPhase Demo - Supplier Portal
.
onPhase Demo - My Forms
.
onPhase Demo - Ready to Pay - Pay Run
.
Answer a few questions to help the onPhase community
Have you used onPhase before?
Yes

51 onPhase Reviews

4.5 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
51 onPhase Reviews
4.5 out of 5
51 onPhase Reviews
4.5 out of 5

onPhase Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for onPhaseQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Jamie Jo H.
JH
Deputy Treasurer
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

I can't say enough positive things about our sales rep, Iain, and our implementation and support team Ryan, Gil, and Megan! The fact that I know their names and they know mine, and I can still access them when I have questions or need ideas for solutions on another challenge as we learn their products- is a refreshing change from most software companies I deal with. I have both the workflow forms/tools, and document storage for our Public School District. I love that I can use this software independently of our archaic (we are talking DOS based) systems, or with a State-wide software program that isn't the easiest to navigate. We were able to use Docuphase products to take our paper systems digital as our district has grown, and have really revolutionized how we can communicate securely with parents and stay HIPAA and FERPA compliant. Their team assisted me with School Board approval, was available in real time virtually to assist if the community or staff had questions, and recorded our personalized training sessions so we could refrence them as new staff onboards. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

The biggest challenges I had early on were that the workflow tools were originally designed to let you be your own tech help. With the incredibly diverse responsibilities required of my position, that was not always the best solution for me. The team at Docuphase listened to my frustrations, and built a support package around my needs that was still cheaper than paying me to learn the back end of the system. They have been a great partner to work with, they save our district time and money, and are willing to put customer feedback into action with updates and additional support tiers as needed. Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

Docuphase is solving our paper to digital battle as Public School Corporations are a mix of both. And the time consuming burden of reconciling credit card charges with our accounting software. Review collected by and hosted on G2.com.

JP
Accounts Payable Cordinator
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

One of the key benefits of Docuphase is its search and visibility features, which make it easier to manage and retrieve documents quickly. With Docuphase, users can:

Search and Retrieve Documents: You can search through a vast database of scanned documents, invoices, contracts, and other records based on keywords, metadata, or content. This improves productivity and reduces the time spent manually sorting through files.

Access Everything in One Place: Whether you're looking for financial reports, HR documents, or client contracts, Docuphase allows you to access everything from a centralized platform. This is particularly useful in environments with large volumes of paperwork.

Improve Efficiency: Because all documents are stored digitally, you can view them instantly from any device with internet access. This helps streamline operations and enhances collaboration between teams or departments.

Document Workflow: Docuphase automates document routing and approval workflows, which can improve the efficiency of business processes like invoicing, purchase orders, or employee records. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

I have not found anything that I do not like about the new update. Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

Saving the amount of paper on my desk & allows me to work remotely. Review collected by and hosted on G2.com.

Teresa P.
TP
Systems Analyst/Programmer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

We use the workflow product from Docuphase. I have found that it is a very powerful product that connects to our multiple databases and also to Microsoft Sharepoint. The software is intuitive and easy to use. The customer support is good. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

Although it is touted as low-code or no-code workflows, most of our workflows are complex and must be created by IT using javascript instead of the rule builder. Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

We are moving all of our paper processes to workflows for more effecient processing and better accountability. Review collected by and hosted on G2.com.

Joana R.
JR
Payroll Clerk/Fiscal Assistant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about onPhase?

I use DocuPhase on a daily basis an it makes it easy and fast to process invoices and get vendors paid in a timely mmaner, it is also a great tool for documentation purposes. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

I have no bad things to say about the platform, other than duplicate invoices... it has gotten better over time.. Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

Before we had DocuPhase all of our invoicing was don ein paper, after inplementation it has been life changing beacuse it makes the porcess faster and earsier to track invoices and payments. The platform is also verry easy to navige and to use. Anyone can be an expert within a few hoiurs of use. Review collected by and hosted on G2.com.

AB
Office Administrator
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

Everything seems to be in the perfect spot. Documents and submit and everything is just laid out so well there's definitely an ease of using. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

Honestly, this is the best invoice processing service that I've used. I've never had any problems, never had to reach out to customer support. And I'm frequently using DocuPhase, it's great. Again, very user friendly! Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

It's making processing invoices so much simpler and quicker. Review collected by and hosted on G2.com.

Cesar O.
CO
Director of Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

The ease of finding invoices and the ease of invoice approval Review collected by and hosted on G2.com.

What do you dislike about onPhase?

Everything is good; however, I would say it would be great if iPayables/Docuphase could take excel and word documents as attachements within the AP Automation Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

Docuphase helped us with the manual invoice approvals via emails and via hard copy paper inovices. Now it is all electronic within iPayables/Docuphase Review collected by and hosted on G2.com.

Alicia R.
AR
Payroll Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

I love the fact of no more lost documents/invoices and the way it keeps a log of all the activity every user makes on each document/folder. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

​It used to be very slow, but I believe the speed has improved tremendously. Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

Paperless. No more invoices laying around and/or getting misplaced. Review collected by and hosted on G2.com.

LP
Facilities and Project Coordinator
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

The ability to access invoices easily and have everything within one system! Review collected by and hosted on G2.com.

What do you dislike about onPhase?

The way the workflow progresses doesn't make much sense, but still love using Docuphase! Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

Having to do everything on paper and having to keep up with multiple documents. DP allows us to have everything in one system. Review collected by and hosted on G2.com.

Sydnea H.
SH
Medicaid Billing Secretary
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about onPhase?

DocuPhase purchased the service we have been using for years. It has been a seamless transition and they have provided much needed updates to the program. Their support team is easy to reach out to as well. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

During some updates the user settings did reset. Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

Transferring information securely. Review collected by and hosted on G2.com.

Omar C.
OC
dealer support manager
Construction
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about onPhase?

very easy to navegate docuphace, very user friendly Review collected by and hosted on G2.com.

What do you dislike about onPhase?

at times the ducuphace goes off line for a few minutes but then comes back online. Review collected by and hosted on G2.com.

What problems is onPhase solving and how is that benefiting you?

docuphace make it easy to keep information about customer and also makes it available to you at your finget tips Review collected by and hosted on G2.com.