OnBase

About OnBase
OnBase is a flexible ECM solution that combines integrated document management, records management and business process management. OnBase is a scalable technology platform, tailored to department and can adapt to suit the needs of any evolving organization.
OnBase specializes in transactional content management and has integrations in the Enterprise, Healthcare, Higher Education, Government, Insurance and Financial Services sectors. The software can be on-premise or cloud hosted.
Manage Accounts Payable, Account receivable, procurement and purchasing as well as HR tasks.
OnBase can optimize the way that data flows through your organization by automating predictable decisions.
Key benefits of OnBase
Saves IT time and costs – easy to implement and customize to a business’s unique needs
• Speed to market - engages the entire organization in collaboration and sharing resources, from
beginning to end in real time
• Eliminates siloed content and reduces duplication
• Simplified search, tracking, and reporting
Images





Not sure about OnBase?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
M-Files

WorkflowMax

FactBox

SysAid

Reviews
Already have OnBase?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Higher Education
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Our organization utilizes OnBase for our invoicing, approvals, and T/E, which serves us very...
Reviewed on 2018/07/19
OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and...
OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and house all backup data for transactions. The software is very user friendly and would be an asset to any organization looking to upgrade their Accounts Payable department.
Pros
OnBase is a great software to utilize when wanting a virtual database that can easily be accessed and used by users of all experience levels. The software does an excellent job in communicating with other programs, which allows our organization to have the peace of mind our financial system is correct.
Cons
The only con I have at this time is a few options, such as the print option, are not as easily accessible as previous options. It would be great to have the CNTRL-P option to print again.
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
OnBase is a versatile, robust electronic document management system. I have been continually...
Reviewed on 2017/12/22
It doesn't seem obvious, but implementing this software helped us standardize our business...
It doesn't seem obvious, but implementing this software helped us standardize our business processes. Obvious benefits are that we were able to streamline processes and keep our business documentation in one place.
Pros
OnBase is very versatile, so it can be configured to work within you environment, whatever it looks like.
Cons
Because it is so versatile, trying to figure out exactly how to build it out can be a bit confounding. Sometimes it's simpler to take a canned version of a thing and implement it, but that isn't usually the best bet.
- Industry: Nonprofit Organization Management
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 0.0 /10
Don't Try Anything Mobile or Remote
Reviewed on 2020/02/21
Terrible.
Terrible.
Pros
The ability to generate and query digitized documents was powerful.
Cons
Where to begin? If you're attempting to leverage this program for mobile document generation and/or signature gathering, look elsewhere! Numerous issues with sustaining sessions and maintaining connectivity. Furthermore, the error messaging is atrocious! End-users, myself included, constantly report not being able to successfully save documents or the program hanging on submission without any type of error messaging. Also, creating new forms is a nightmare! The number of places where profiles and and different data objects have to be created to get forms to correctly pass information is absurd. There's also no easy way to build upon old forms so you're stuck having to reinvent the wheel each time you may have a subtle difference or different process/user flow for an updated form.
- Industry: Hospital & Health Care
- Company size: 10,000+ Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Great for Case Management
Reviewed on 2019/08/26
I would definitely think that OnBase would be a useful tool for any healthcare facility that needs...
I would definitely think that OnBase would be a useful tool for any healthcare facility that needs to verify health insurance of patients or needs to make claims.
Pros
OnBase is a great and easy tool to use for patient case management. As someone who is often responsible for verifying the health insurance of patients, I need to create caseloads on OnBase. Through doing this, it is easy to manage and track the different steps of the insurance verification, insurance claims, and billing through OnBase. What I like the most about this software definitely has to be how it streamlines this process.
Cons
There is definitely a bit of a learning curve for those who are using this for the first time. I think that most tools used in medical settings tend to be somewhat complex to navigate around and this is no different.
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Storing files and documents
Reviewed on 2021/02/23
It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend...
It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend user
Pros
Like how you can store all your files and documents in one spot with ease
Easy to retrieve information and documents
Integration with outlook to make it easier
Cons
The text is weird sometimes as to how it saves a document, not very helpful to have to change it every time you save a document
It gets complicated to use sometimes
OnBase FAQs
Below are some frequently asked questions for OnBase.Q. What type of pricing plans does OnBase offer?
OnBase offers the following pricing plans:
- Free Trial: Not Available
Please contact OnBase for pricing information
Q. Who are the typical users of OnBase?
OnBase has the following typical customers:
201–500, 501–1,000, 1,001–5,000
Q. What languages does OnBase support?
OnBase supports the following languages:
Arabic, Chinese, Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Vietnamese
Q. Does OnBase support mobile devices?
OnBase supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does OnBase integrate with?
OnBase integrates with the following applications:
Deltek WorkBook, Docusign, JD Edwards EnterpriseOne, Microsoft Dynamics 365 Business Central tegossuite, Microsoft SharePoint, Oracle E-Business Suite, Oracle PeopleSoft, Workday Financial Management, Workday HCM
Q. What level of support does OnBase offer?
OnBase offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for OnBase.
- Document Management Software
- Content Management Systems
- Workflow Management Software
- Enterprise Content Management Software
- Mobile Content Management Solutions
- Document Version Control Software
- Low-Code Development Platforms
- Digital Signature Software
- Business Process Management Software
- File Sync Software
- Document Generation Software