OnBase

OnBase

Enterprise content management solution

5/5 (51 reviews)

OnBase Overview

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.

Pricing

Starting from
N/A
Pricing options
Free Trial
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, Europe and 5 others, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States

Supported Languages

English

OnBase Reviews

Overall rating
5/5
86% positive reviews
29
Excellent
15
Very good
6
Average
0
Poor
1
Terrible
Stephen B.

OnBase

Used Daily for 2+ years
Reviewed on 2019/03/20
Review Source: Capterra

My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.

Pros

OnBase is excellent for keeping copies of all my client's purchase orders in one place. The layout is user friendly and very simple to use. I mainly use it to keep track of countless numbers of PDFs I have on file. Once imported in to OnBase, I am able to retrieve those files with a simple search. It's been a lifesaver for keeping me organized.

Cons

The only issue I have with OnBase is a minor annoyance. When I am importing documents, I am not able to drag and drop multiple files at a time. If I have 10 files to import, then I have to do 10 separate imports for each. Other than that, I do not have any complaints.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Best ECM software on the market with great workflow capability

Used Daily for 2+ years
Reviewed on 2017/12/13
Review Source: Capterra

Drastically improved workflow processes and document management/retention.

Pros

Best workflow engine I have ever seen, allows point and click configurable workflows with almost no need for custom scripting (though that is an option). The way it organizes document types is the best I have seen and has a LOT of capabilities for integrating with other line of business systems. The interface is very modern looking as long as you are using the desktop Unity Client or the Web based client. They also offer mobile applications that work very well.

Cons

Though the scanning features are very good and getting better the forms recognition still isn't as good as most dedicated scanning applications. Also the cost of OnBase tends to be higher than many others but I do find that you get what you pay for.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Onbase is extremely versatile, but it takes time to learn the software and what it is capable of.

Used Daily for 2+ years
Reviewed on 2018/02/01
Review Source: Capterra

I use Onbase daily for my job, so I see benefits in streamlining and automating process through workflow which save me thousands of hours a year.

Pros

It's unique, extremely versatile, and has thousands of integration's. It's extremely useful for a lot of different purposes. Specifically I've used this for document management. It has numerous options for user administration, which is helpful. There are modules for just about everything you can think of, and most are well-made and do their job.

Cons

There is a steep learning curve to Onbase. The software licensing is not always cheap or ideal, and sometimes you can hit a brick wall due to unforeseen issues. Someone with a deep understanding of the software is an invaluable asset to any implementation.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Verified Reviewer

OnBase

Used Daily for 2+ years
Reviewed on 2018/09/17
Review Source: Capterra

Pros

I enjoy OnBase for its straightforward easy to use setup. I am able to import my customer's purchase orders and bill of materials in OnBase in seconds. This then gives me the ability to pull them up at any given time by the purchase order or sales order. When talking to my clients, I am able to refer back to their documents quickly by using OnBase.

Cons

My biggest issue with OnBase is when importing PDF files, you are not able to drag and drop more than one file at a time. Sometime I am needing to import several related documents at the same time but have to take the time to import each file one by one. Having the option to import an entire folder or more that file at a time would be a huge time saver.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

9.0/10
Verified Reviewer

Our organization utilizes OnBase for our invoicing, approvals, and T/E, which serves us very well.

Used Daily for 2+ years
Reviewed on 2018/07/19
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

OnBase Pricing

Starting from
N/A
Pricing options
Free Trial
Value for money

Please contact OnBase for pricing information

OnBase Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for OnBase

Key features of OnBase

  • Automate predictable decisions
  • Automatic document composition & distribution to clients
  • Business intelligence & reporting
  • Case management
  • Client interfaces
  • Dashboards
  • Email clients
  • File storage & archiving
  • High volume batch scanning
  • Import electronic documents directly to the OnBase cloud
  • Manage Accounts Payable
  • Offline & disconnected access
  • Productivity add-ins
  • Retention and records management
  • Security & protection
  • Technical support
  • Web-based training

Benefits

  • Instantly access all your data, documents and business processes from wherever you are, through any application, on whatever device you are using.

  • OnBase is fully integrable with other applications. It links documents & data stored within OnBase to the transactions & activities in other applications, making them easily accessible to all users.

  • OnBase is used across industries and provides solutions for the HR, Financial Services, Higher Education, Insurance & Healthcare sectors.

  • The scalability of OnBase means that it can be tailored to fit the needs of any sized enterprise.

  • OnBase software can be premise-based or hosted externally.

  • 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. What are the main features of OnBase?

    OnBase offers the following features:

    • Automate predictable decisions
    • Automatic document composition & distribution to clients
    • Business intelligence & reporting
    • Case management
    • Client interfaces
    • Dashboards
    • Email clients
    • File storage & archiving
    • High volume batch scanning
    • Import electronic documents directly to the OnBase cloud
    • Manage Accounts Payable
    • Offline & disconnected access
    • Productivity add-ins
    • Retention and records management
    • Security & protection
    • Technical support
    • Web-based training

    Q. Who are the typical users of OnBase?

    OnBase has the following typical customers:

    Large Enterprises, Mid Size Business, Non Profit, Public Administrations

    Q. What languages does OnBase support?

    OnBase supports the following languages:

    English

    Q. What type of pricing plans does OnBase offer?

    We do not have any information about what OnBase pricing plans

    Q. Does OnBase support mobile devices?

    OnBase supports the following devices:

    Android, iPhone

    Q. What other apps does OnBase integrate with?

    OnBase integrates with the following applications:

    DocuSign, Forms InMotion, defi SOLUTIONS

    Q. What level of support does OnBase offer?

    OnBase offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials