Less Work. More Flow

Online Forms & Workflow Automation for Growing Teams

Smarter solutions to manage approvals, requests, and more with ease.

Still using PDFs and spreadsheets to manage approvals? There's a better way.

oPhase replaces manual processes with smart, simple workflows anyone can build—no code, no chaos. Finance stays in control, with full visibility into every request, approval, and document. The result? Faster processes, fewer errors, and zero paper to chase.

Automate the busywork and reclaim hours in your workday.

 onPhase combines enterprise-grade flexibility with a no-code form builder that’s simple enough for anyone to use. Build forms, automate approvals, and route documents in minutes no matter the complexity of the process or size of the team.

Expense Management

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No more chasing receipts or fixing incomplete forms. Approvals move faster, managers gain better visibility, and submissions remain compliance ready.

Invoice Approvals

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Approve faster and pay on time.

Submitted invoices are routed automatically based on amount, department, or vendor. Approvers are notified instantly. Finance gets visibility into what’s pending and what’s approved without the piles of paper or payment delays.

Travel Requests

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Approve trips before takeoff.

Travel forms route automatically to the right people. Budgets stay in check and managers can track every request from start to finish.

Employee Onboarding

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Forms that work before your new hire does.

Collect tax forms, banking info, policies, and signatures in one digital process. Automate internal steps for HR, IT, and finance teams for a smoother first day.

Purchase Requests

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Request, approve, order - without email ping-pong.

Whether it's office chairs or engine parts, purchase requests move through your custom workflow and land in the right hands, fast.

Sales Orders

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Capture sales order details in a standardized form that kicks off fulfillment instantly. Route to finance, operations, or fulfillment teams automatically, with built-in logic to handle volume, pricing tiers, or custom approvals.

Smarter workflows built for teams - not developers.

Teams shouldn’t have to wait on IT to automate routine work. With onPhase, you can build and launch digital forms and custom workflows using our intuitive, low-code, drag-and-drop builder. Add logic, route approvals, create alerts, and update processes as you go.

 

From expense reports and employee onboarding to purchase and travel requests, everything moves faster. No code. No chaos.

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Built with your existing tech stack in mind and your team in control.

 

You shouldn't have to rebuild your tech stack just to automate everyday tasks like approving an expense report. Seamlessly connect any form with SharePoint, Google Drive, SQL databases, and Document Management Systems. Our open API integrates with ERPs, CRMs, and other platforms—so your workflows work where your data already lives and your team stays in control.

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Reporting for Teams Who Don't Have Time for Spreadsheets.

Workflows should come with visibility, not blind spots. onPhase gives you built-in reporting tools that show form status, approval timelines, and bottlenecks in real time. Spot delays, track completions, and keep stakeholders in the loop—without exporting to Excel or building another pivot table. Everything you need to optimize and report on performance is built in.

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"onPhase has been a game changer and a truly strong partner that has transformed how we work in our association."

- GINNY HARALSON, Chief Strategy and HR Officer, MetroTex Association of REALTORS®

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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.