Stop Chasing. Start Automating.

Financial Automation Solutions That Drive Your Business Forward

One platform to manage your entire back-office - from capture to approvals to payments.

$4B+

Payments Captured & Processed Annually

10M+

Invoices Processed Annually

300M

Documents Managed & Stored

No more late approvals. No more lost documents.
No more guesswork. 

Think invoice routing without the follow-ups. Vendor contracts and W-9s stored securely without the filing cabinets. Travel and expense requests that don’t disappear into inboxes. With onPhase, teams have the visibility and control they’ve been missing.

OPcom_IconPNK_Record Management

AP Automation

 

Capture invoices instantly, route approvals with smart, rules-based workflows, and match with precision using 2-way, 3-way, or 4-way intelligence built on AI.

Explore AP Automation
Payments icon

Consumer & Supplier Payments

 

Automate supplier payments and collections with full visibility. Send funds securely by ACH, check, or virtual card while reducing risk and manual touchpoints.

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Forms and Workflow

Intelligent Forms & Workflows

 

Replace paper forms and fillable PDFs with a no-code, web-based form builder. Route submissions to the right people, trigger next steps, and collect signatures automatically without the messy paper or email threads.

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Document management

Document Management

 

Quickly store, search, and retrieve financial documents in a secure, access-controlled system. Keep contracts, W-9s, and receipts organized, compliant, and audit-ready.

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Real Customers. Real Results.

MICHELLE DRAKE BROWN, PET SUPERMARKET

 

Built to work with the ERP system you already rely on.

onPhase connects directly with the most widely used ERPs including NetSuite, Microsoft Dynamics, SAP, Procede, CDK, Acumatica, and more. Data flows securely between systems in real time, so invoices, approvals, and payments are always up to date. No rekeying. No version control issues.

Team 50_PER 200_1 70_PER 200_1 90_PER 200_1

Your ROI On Automation

What could your team achieve if they had an extra day each week? Turn that possibility into a reality.
  • 50% Faster Invoice Processing
  • 70% Reduction in Errors
  • 90% Supplier Satisfaction Rate

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"To have employees coming to me saying, ‘We can do more work,’ has given us the ability to complete other tasks that we hadn’t been able to do before. We’re now able to look at other areas and processes and see where we could benefit."

- PHIL JONES, Executive Director of Finance, Alimera Sciences

 

ALIMERA COLOR

 

Trusted by growing teams for more than 25 years. 

From AP and payments to document management and approvals, onPhase's AI-based platform is designed with security and flexibility in mind. 
 
Whether you're looking to automate your entire invoice-to-cash process or simply looking for a more secure way to manage sensitive records, onPhase gives your team back time, control, and peace of mind.

Resources you can use.

5 Ways to Make Your Accounting Department More Efficient
Accounting
Process Automation
5 Ways to Make Your Accounting Department More Efficient
Jan 9, 2018 3 min read By DocuPhase
The accountant is a key player in any business - after all, bad money manageme.
Read More
2-Way, 3-Way, and 4-Way Matching Made Easy for Accounting Departments
Accounting
2-Way, 3-Way, and 4-Way Matching Made Easy for Accounting Departments
Aug 2, 2018 3 min read By DocuPhase
2-way, 3-way, and 4-way matching is an important aspect of ordering and receiv.
Read More
Workflow vs. Workflow Automation - What's the Difference?
Process Automation
Workflow vs. Workflow Automation - What's the Difference?
Jan 9, 2019 2 min read By DocuPhase
Is workflow the same thing as workflow automation? While some people may use t.
Read More

Let's simplify your back-office, together.