A Smarter Document Management Solution


Streamline your document scanning, storage, and retrieval and gain more time back in your day.

Take your business paperless with the industry's best document management solution.


Eliminate the endless search for documents with onPhase’s easy-to-use cloud-based solution. Digitally secure your files and data within a single, intuitive interface.

Auto-Indexing

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Save time with pre-set tags and indexing terms to be assigned to your incoming files automatically with the help of artificial intelligence (AI) and machine learning.

Cloud-Hosting

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Increase platform stability and security with cloud-hosting. Benefit from dedicated data center support staff that reduces the burden on your IT and eliminates the costs of hardware and on-site storage.

Integration Friendly

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Push and pull data from multiple sources and ensure that it is updated across all systems with hundreds of compatible ERP integrations including NetSuite, Dynamics, Sage, and more!

Data Capture

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Replace manual data entry with smarter Optical Character Recognition (OCR) technology that intelligently reads and interprets specified data from incoming documents.

Custom Permissions

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Safely store sensitive information with advanced and highly customizable security protocols. Grant variable access with tiered permissions that you determine.

Advanced Search Functions

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Quickly find the exact information you need amidst thousands of files with keyword and configurable search functions, making  that make document retrieval easier than ever before.

Automatic File Routing

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Say goodbye to stacks of paper and messy email threads. Easily share information throughout your entire organization with custom workflows to fit your unique needs. 

Anytime, Anywhere Access

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Empower your team to work and collaborate more effectively from wherever they may be with 24-hour secured access to documents and data.

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"onPhase has been such a tremendous savings on labor. Having these solutions in place makes life so much easier."

- SUBASH GHAMANDI, Senior Innovations Manager, Orange Lake Resorts

Explore how Orange Lake Resorts digitized record-keeping and revolutionized their document processes with the help of onPhase.

 

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Payment Automation
CUSTOMER PAYMENT PORTAL

Make bill payment easy for your customers.

The easier it is for your customers to pay their bills quickly and securely, the more likely they are to pay on time.

Accelerate cashflow and build long-term customer confidence with a frictionless customer payment portal.

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VENDOR PAYMENTS

Complete the invoice process with vendor payment automation.

Making and receiving payments doesn’t need to be a pain for you or your business partners. Connect your payment processes from start to finish, and find a better way to manage accounts. 

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HELP CLIENTS PAY WITH CONFIDENCE

Remove friction from the payment process with DocuPhase's customer payment portal software.

AR Automation builds confidence with your business partners by enabling them to make secure and timely payments the way they want.

Your team can easily monitor cashflow and remittance data from a single intuitive platform.

Learn more
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FEATURED RESOURCE

9 Steps to Optimizing Your Document Management Process

Traditionally, document management solutions only really scan and archive documents, but that’s just the beginning. Elevate your current document management processes to the next level with these 9 steps

 

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Let's simplify your business together.

Fill out the form to schedule a discovery call with one of our automation experts today! We can't wait to connect.