onPhase

About onPhase
DocuPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.
DocuPhase’s document management software helps users automate processes within any department or team. The platform includes a no-code web forms and eSignatures module, including digital forms for signature collection. The solution offers financial record management capabilities, allowing businesses to securely capture, store, and manage invoices, contracts, HR records, and other documents in a centralized repository.
Key benefits of onPhase
• Automates accounts payable and receivable to eliminate manual processes
• Captures, stores, and manages financial documents including invoices in a secure repository
• Replaces paper forms and PDFs with web forms and eSignatures
• Integrates vendor payments to complete the procure-to-pay lifecycle
• Synchronizes data between the software and ERP systems for reporting
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Reviews
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- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Docuphase delivers the most Document Management and ECM bang for the buck!
Reviewed on 2018/04/10
We got great Document Management, to a really advanced degree, super Electronic Forms tools and an...
We got great Document Management, to a really advanced degree, super Electronic Forms tools and an automation workflow toolset that allows us to do much more with less, far better than other document management tools we've tested.
Pros
Docuphase is almost a 100% perfect product, missing maybe 2 feature evolutions out of all that the industry has to offer. To be this close to perfect is saying something!
Cons
Needs better support for Kofax VRS scanners, and could use 1-2 other upgrade enhancements. This software doesn't miss much, and should rule the Document Management arena.
Response from Docuphase
Thank you so much! We always appreciate hearing about your great experiences!
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
A Promising Solution with some Performance Issues
Reviewed on 2023/07/12
Pros
DocuPhase offers an easy-to-use UI with a great intuitive design, ensuring a user-friendly experience. It excels as a solution for document workflow management, providing efficient automation and organization. With customization capabilities and impressive search functionalities, it offers scalability and ease in finding results.
Cons
One major drawback of DocuPhase is the extreme temperamental nature of iLink, as it functions properly only around 10% of the time, resulting in frustration. Performance-wise, it can be sluggish when loading large documents, taking several minutes to complete.
Response from Docuphase
Thanks so much for the feedback. We are constantly looking for ways to improve our product and add new enhancements. Please reach out to your Account Manager for more information on this.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Docuphase is user friendly. It's fairly easy to learn the system.
Reviewed on 2018/04/04
This software makes data entry more streamlined and efficient. It saves time and makes data...
This software makes data entry more streamlined and efficient. It saves time and makes data available to all users in our organization from town to field. The retention of this data is essential to record-keeping in our company.
Pros
It is reliable in retaining data. I've never encountered a problem finding past entries. Most programs get bogged down in too many steps. Docuphase is simpler to master.
Cons
The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.
Response from Docuphase
Hi Patricia,
Thank you for reaching out. I think that there are some things that we could do to help regarding the cons you've listed, and I'd also like to hear more regarding your feedback on support. We take concerns there very seriously and want to ensure you feel well taken care of. Let's get together for a chat here soon!
Thanks,
Mike Morris
Customer Success Manager
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Always a positive experience when speaking w/ support. AD synch needs to be better & more...
Reviewed on 2018/03/29
Security. Flexibility. Customizable.
Security. Flexibility. Customizable.
Pros
Synchs with AD and security is easy to set up. Documents easy to find most of the time. Love the flexibility of in creating customized drop down lists and applications for storing documents.
Cons
Text searches will not return no data if the text is not exactly as it is in the database. Online help should take me to help for the version I am using. instead it takes me to help for the latest version which may or may not apply to the version that I'm currently on. Customers can't always upgrade precisely when a new version is release so the help link should be version specific.
Response from Docuphase
Hello,
Thanks so much for reaching out with your review. I really appreciate the kind words about support, and will relay the message to them. Regarding text searches, we can definitely help you regarding wildcard searches and I'd hope we can improve your experience there. Feel free to shoot me an email at [email protected] and we can discuss further. When we connect, I'll also talk you through the upgrade process and help information.
Regards,
Mike Morris
Customer Success Manager @ DocuPhase
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Our company utilizes PerfectForms, which I have no experience with. However, I love their...
Reviewed on 2018/03/29
Easy to maintain, excellent support and cost efficient.
Easy to maintain, excellent support and cost efficient.
Pros
It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team. Their support will work around your schedule. If you don't have staff or resources to create the online form Docuphase is the best choice.
Cons
This is a difficult question for me because I have no experience with it or software of this type.
Response from Docuphase
Thank you so much for the kind words! We appreciate your business. If there's anything at all that we can do to assist further with forms, or other parts of your implementation, please don't hesitate to ask.
Thanks,
Team DocuPhase
onPhase FAQs
Below are some frequently asked questions for onPhase.Q. What type of pricing plans does onPhase offer?
onPhase offers the following pricing plans:
- Free Trial: Not Available
Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.
Q. Who are the typical users of onPhase?
onPhase has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does onPhase support?
onPhase supports the following languages:
English
Q. Does onPhase support mobile devices?
onPhase supports the following devices:
Q. What other apps does onPhase integrate with?
onPhase integrates with the following applications:
Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud
Q. What level of support does onPhase offer?
onPhase offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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