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onPhase

Accounts payable and document automation platform

Table of Contents

Is this product right for your business?

Find out with a

onPhase - 2026 Pricing, Features, Reviews & Alternatives

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

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.

Key benefits of using onPhase

• Automates accounts payable and receivable to eliminate manual processes
• Captures, stores, and manages financial documents including invoices in a secure repository
• Replaces paper forms and PDFs with web forms and eSignatures
• Integrates vendor payments to complete the procure-to-pay lifecycle
• Synchronizes data between the software and ERP systems for reporting

Starting price

Alternatives

with better value for money

Pros & Cons

Responsiveness

Automation

Archiving

Stability

onPhase’s user interface

Ease of use rating:

4.5

(127)

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?

Reviewers appreciate onPhase for its flexible workflow automation, intuitive form creation, and reliable file management, which help streamline business processes and improve efficiency. They find the user interface easy to navigate and report that integrations with other systems enhance productivity across departments. Most indicate that setup and customization are manageable for non-technical staff, with helpful documentation and training resources available. Some mention that basic workflows are simple to implement, while complex workflows may require more effort and technical support.

Users report that customer support is generally responsive and knowledgeable, though a few experience delays or inconsistent service. They note occasional bugs, browser compatibility issues, and minor frustrations with document handling, but feel these are typically resolved quickly. Some wish for improvements in reporting, troubleshooting, and integration with external software, yet overall, they find onPhase to be a valuable tool for their organization.

Select to learn more

Who uses onPhase?

Based on 127 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Education Management

Hospital & Health Care

Oil & Energy

Accounting

Others

Use cases

Document Management

Workflow Management

Forms Automation

Records Management

Accounts Payable

onPhase's key features

Most critical features, based on insights from onPhase users:

Document storage

4.7

(23)

File recovery

4.9

(8)

Workflow configuration

4.2

(9)

Archiving & retention

4.7

(10)

Secure data storage

4.7

(7)

Offline access

4.4

(5)

All onPhase features

Features rating:

4.3

(127)

Drag & drop

4.0

(2)

Optical character recognition

4.5

(2)

Customizable templates

4.0

(1)

Online invoicing

4.5

(2)

Customizable forms

4.7

(3)

Data import/export

4.0

(1)

Real-Time data

5.0

(2)

Content management

4.6

(5)

Process/Workflow automation

3.0

(1)

File conversion

4.7

(3)

Search/Filter

4.0

(1)

Invoice processing

3.5

(4)

Document capture

4.3

(3)

Forms creation & design

4.0

(1)

Forms management

4.3

(3)

Workflow management

(0)

Audit trail

5.0

(1)

Invoice history

4.3

(3)

Approval process control

4.0

(3)

Version control

5.0

(1)

Vendor management

3.0

(1)

Access controls/permissions

4.7

(21)

Full text search

4.4

(5)

File sharing

4.6

(18)

Business process automation

4.8

(4)

Document management

4.5

(6)

Document generation

5.0

(1)

Document classification

4.8

(4)

Task management

3.9

(13)

Collaboration tools

4.4

(9)

Third-Party integrations

3.3

(6)

Compliance tracking

5.0

(2)

Task progress tracking

3.7

(3)

Graphical workflow editor

4.5

(6)

Electronic signature

4.5

(15)

Zone selection tool

(0)

Payment processing

(0)

No-Code

(0)

Multiple output formats

(0)

Mobile access

(0)

Metadata extraction

(0)

Invoice management

(0)

Information governance

(0)

Indexing

(0)

Image Pre-processing

(0)

Web forms

(0)

Time & expense tracking

(0)

Text editing

(0)

Templates

(0)

Template management

(0)

Tagging

(0)

Supplier management

(0)

Status tracking

(0)

SSL security

(0)

Rules-Based workflow

(0)

Reporting/Analytics

5.0

(1)

Reporting & statistics

(0)

Recurring payments

(0)

Real-Time updates

(0)

Real-Time reporting

(0)

Purchasing & receiving

(0)

Purchase order reconciliation

(0)

Purchase order management

(0)

Project workflow

(0)

Process modeling & designing

(0)

Process change tracking

(0)

PDF conversion

(0)

Configurable workflow

(0)

Conditional logic

(0)

Compliance management

(0)

Commenting/Notes

(0)

Check writing

(0)

Cash management

(0)

Cash flow management

(0)

Business process control

(0)

Billing & invoicing

(0)

Batch processing

(0)

Bank reconciliation

(0)

Autofill

(0)

Audit management

(0)

API

(0)

Alerts/Notifications

4.0

(1)

Aging tracking

(0)

Activity tracking

(0)

Activity dashboard

(0)

ACH payment processing

(0)

Accounting integration

(0)

Accounting

(0)

1099 preparation

(0)

ID scanning

(0)

General ledger

(0)

Fraud detection

(0)

Forms automation

(0)

Financial management

(0)

Financial analysis

(0)

ERP integration

(0)

Email management

4.0

(1)

Electronic payments

(0)

Electronic funds transfer

(0)

Duplicate payment alert

(0)

Document review

(0)

Document imaging

(0)

Document automation

(0)

Digital asset management

(0)

Data verification

(0)

Data extraction

(0)

Data capture and transfer

(0)

Customizable reports

(0)

Customizable branding

(0)

CRM

(0)

Convert to pdf

(0)

onPhase alternatives

onPhase

4.5

(127)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.2

Customer Support

4.4

Square 9

4.5

(138)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.3

Customer Support

4.4

Docusign

4.7

(9.1K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.5

Customer Support

4.5

Jotform

4.7

(2.7K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.5

Customer Support

4.5

onPhase integrations (6)

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.

Microsoft Outlook

Integration rating: 5.0 (1)

Other top integrations

Salesforce Sales Cloud

onPhase customer support

What do users say about onPhase customer support?

Customer support rating:

4.2

We analyzed 30 verified user reviews to identify positive and negative aspects of onPhase customer support.

A large number of users highlight fast response times and effective resolutions from the support team.

Widespread user sentiment praises the ease of reaching support by phone and the team's professionalism and knowledge.

A limited number of users report slow or inconsistent responses, with some experiencing unreturned calls and unresolved issues.

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.

“so far, your customer service has been able to do a conference call with me and our IT dept so that we can update changes to our system to match your changes to get us back up and running.”

Debra M.

Administrative Assistant

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

Amy S.

Accountant

“Support requests are not always answered in a timely manner and it takes too long to escalate a call to advanced support. When editing indexes in Docuphase only user defined lists are available for lookups. ”

Dian R.

Integra development manager