Audience

Businesses seeking an accounts payable automation solution

About DocuPhase

DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below.


AP Automation and Vendor Payments Solutions:
Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.

Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.

Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

Case Studies and Customer Success Stories

Pricing

Pricing Details:
Please contact DocuPhase for pricing details.

Integrations

API:
Yes, DocuPhase offers API access

Ratings/Reviews

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Company Information

DocuPhase
Founded: 2000
United States

Case Studies and Customer Success Stories

Videos and Screen Captures

Product Details

Platforms Supported
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
On-Premises
Training
Documentation
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

DocuPhase Frequently Asked Questions

Q: What kinds of users and organization types does DocuPhase work with?
Q: What languages does DocuPhase support in their product?
Q: What kind of support options does DocuPhase offer?
Q: What other applications or services does DocuPhase integrate with?
Q: Does DocuPhase have an API?
Q: Does DocuPhase have a mobile app?
Q: What type of training does DocuPhase provide?
Q: What pricing for support is available for DocuPhase?
Q: What pricing for training is available for DocuPhase?

DocuPhase Product Features

AP Automation

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Accounting

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Nonprofits
Purchase Orders
CPA Firms
Cash Management
Cryptocurrency Support
Fixed Asset Management
Fund Accounting
General Ledger
Government
Payroll Management
Project Accounting
Tax Management

Accounts Payable

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Bank Reconciliation
Duplicate Payment Alert
Fraud Detection
Vendor Management
Approval Process Control
Cash Management
Check Writing
General Ledger Entry

Accounts Receivable

Leverage flexible, secure payments for inbound and outbound transactions. Reduce DSO with convenient consumer bill-pay options and safeguard your bottom line with early-pay discounts.

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Business Process Management

Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions include Document Management, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. All of these are designed to optimize and automate back-office operations allowing the back office of the CFO to focus on more important tasks.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Entry

Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data.

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Document Generation

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control
Document Assembly
Document Capture
Document Conversion
Print Management

Electronic Data Capture

Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data.

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Finance

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Forms Automation

Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks.

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

OCR

Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data.

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Workflow Management

Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Calendar Management

DocuPhase Additional Categories