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onPhase Logo

Accounts payable and document automation platform

Table of Contents

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Is this product right for your business?

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onPhase - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

onPhase overview

What is onPhase?

onPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.

onPhase’s document management software helps users automate processes within any department or team. The platform includes a no-code web forms and eSignatures module, including digital forms for signature collection. The solution offers financial record management capabilities, allowing businesses to securely capture, store, and manage invoices, contracts, HR records, and other documents in a centralized repository.

Starting price


Pros & Cons

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Customer Support

Workflow Process

Invoice Management

File Management

Training and Learning Curve

User Interface

onPhase’s user interface

Ease of use rating:

onPhase pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(3)
3-4(46)
5(78)

What do users say about onPhase?

We no longer need the service due to a death in the company, they are holding the documents for ransom - $2000 to allow us to download them all (they said we can do it ourself but only one document at a time -4000 times) :(

Select to learn more


Who uses onPhase?

Based on 127 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Information Technology and Services
Oil & Energy
Computer Software
Accounting
Others

Use cases

Document Management
Workflow Management
Accounts Payable
Billing and Invoicing
Enterprise Content Management

onPhase's key features

Most critical features, based on insights from onPhase users:

Archiving & retention
File conversion
Access controls/permissions
File sharing
Version control
Third-Party integrations
Document generation
Collaboration tools
Compliance tracking
Document classification

All onPhase features

Features rating:

1099 preparation
Access controls/permissions
Accounting
Accounting integration
ACH payment processing
Activity dashboard
Activity tracking
Aging tracking
Alerts/Notifications
API
Approval process control
Archiving & retention
Audit management
Audit trail
Autofill
Bank reconciliation
Batch processing
Billing & invoicing
Business process automation
Business process control
Cash flow management
Cash management
Check writing
Collaboration tools
Commenting/Notes
Compliance management
Compliance tracking
Conditional logic
Configurable workflow
Content management
Convert to pdf
CRM
Customizable branding
Customizable forms
Customizable reports
Customizable templates
Data capture and transfer
Data extraction
Data import/export
Data verification
Digital asset management
Document automation
Document capture
Document classification
Document generation
Document imaging
Document management
Document review
Document storage
Drag & drop
Duplicate payment alert
Electronic funds transfer
Electronic payments
Electronic signature
Email management
ERP integration
File conversion
File recovery
File sharing
Financial analysis
Financial management
Forms automation
Forms creation & design
Forms management
Fraud detection
Full text search
General ledger
Graphical workflow editor
ID scanning
Image Pre-processing
Indexing
Information governance
Invoice history
Invoice management
Invoice processing
Metadata extraction
Mobile access
Multiple output formats
No-Code
Offline access
Online invoicing
Optical character recognition
Payment processing
PDF conversion
Process change tracking
Process modeling & designing
Process/Workflow automation
Project workflow
Purchase order management
Purchase order reconciliation
Purchasing & receiving
Real-Time data
Real-Time reporting
Real-Time updates
Recurring payments
Reporting/Analytics
Reporting & statistics
Rules-Based workflow
Search/Filter
Secure data storage
SSL security
Status tracking
Supplier management
Tagging
Task management
Task progress tracking
Template management
Templates
Text editing
Third-Party integrations
Time & expense tracking
Vendor management
Version control
Web forms
Workflow configuration
Workflow management
Zone selection tool

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onPhase integrations (5)

Integrations rated by users

We looked at 127 user reviews to identify which products are mentioned as onPhase integrations and how users feel about them.

Integration rating: 5.0 (3)

port information out of jotform.

SN

Stanley N.

Assistant Manager

Integration rating: 4.0 (2)

Integration rating: 5.0 (1)

Emphasys logo
Emphasys

Integration rating: 5.0 (1)

Emphasys Elite is our compliance/property management software. Getting it working with an online documentation is critical to ensuring we lose absolutely nothing.

BS

Bradley S.

Director of I.T.

Integration rating: 5.0 (1)

onPhase customer support

What do users say about onPhase customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of onPhase customer support.

Widely noted by reviewers, the support team responds quickly and is easily reachable by phone or online channels.

A significant portion of users appreciate the knowledgeable and friendly staff who help resolve issues efficiently.

Certain users report delays in response times and difficulty escalating issues to advanced support when needed.

Support options

24/7 (live rep)
Faqs/forum
Email/help desk
Phone support
Knowledge base
Chat

Training options

Documentation
In person
Webinars
Live online
Videos

To see what individual users say about onPhase's customer support, check out the review snippets below.

“however it fits your needs. And if you need help, customer service is awesome and responds usually the same day.”

AS

Amy S.

Accountant

“The software is fine, but when your company does updates and changes to your system, you need to contact the customer so that we can alert our IT departments to coordinate with you to make the same changes on our end.”

DM

Debra M.

Administrative Assistant

“Day to day tech support is decent but professional services is brutal and we have lost all trust.”

BD

Bruce D.

VP Finance

onPhase FAQs

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