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DocuPhase
Accounting Automation & Beyond.
(5)
DocuPhase Pricing, Features, Reviews and Alternatives
DocuPhase FAQs
DocuPhase product overview
What is DocuPhase?
Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.
Key benefits of using DocuPhase
Bring together data, content & processes.
Apply digital transformation across your business.
Eliminate the burden of repetitive manual tasks,
Standardize your processes to create consistent workflows that improve accuracy and reduce time to completion.
Typical customers
Platforms supported
Support options
Training options
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Starting from
No pricing info
Starting from
10
Per month
Per Feature
DocuPhase features
Functionality
4.4
/5
81
Total features
113
9 categories
Most valued features by users
Functionality contenders
DocuPhase users reviews
Overall Rating
4.5
/5
81
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.6/10
48
25
7
1
0
Jeremy S.
Overall rating contenders
Kimberly J.
Transportation/Trucking/Railroad, 51-200 employees
Used daily for 2+ years
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We have had a wonderful experience with Treeno. We highly recommend their products and have not been disappointed with anything. We love their staff and the way they work as a team. This saves us many hours of manual work that was done in the past.
It just works. They have a great customer service team that are really just a phone call away and answer their phones. Never experienced a time when problem was not solved within that day unless coding was need. They were able customize Treeno to fit our needs. It's fast and reliable.
My only area of confusion is the Admin Sign In. It would be helpful to have to have explanations of what functions are in each category. Right now I just click on each one until I find what I am looking for.
Marci W.
Nonprofit Organization Management, 1-10 employees
Used daily for 2+ years
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We were able to store our donor, vendor and employee files electronically and get rid of all of the majority of our filing cabinets. This also helps with our annual audit in the fact that a file can be viewed online instead of digging through old files to locate requested items.
The program is easy to use once you have everything set up. I have many donor and vendor files stored in iSynergy and love the ease of use. I can locate stored files with just a few keystrokes!
I would like the ability to print certain/select pages of a document instead of having to print the entire document. My workaround is to save the file on the network drive and then select the particular pages I want to print. I am also not able to email my stored files for some reason.
Hi Marci, We really appreciate your kind words, and your long-term support as a customer. I do think that I might be able to give you a hand with some of the small issues that you've listed below, and will reach out to give you a few ideas for printing and emailing more effectively. Thanks, Mike Morris Customer Success Manager
Russ W.
Used daily for 1-2 years
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The ability to apply files to DCF in a semi-automated fashion. It has the capability to audit users actions withi
Navigation through the application is not intuitive and cumbersome. The validations on data entry seem to miss the fact that the end goal is a valid application to the state. The approval process is too lengthy.
Jerome G.
Hospital & Health Care, 1,001-5,000 employees
Used daily for 2+ years
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Each manager/director within a department can now have accountability for their department as well as each employee. Through rules based workflow and tracking via logs, each function can get closer to achieving operational efficiency.
Central Repository, Progression. Admin duties are relatively quick to pick up and learn. Alerts and real time statuses are the perfect way to get buy in from Departments new to the concept.
Patches take too long. Wish they would get feedback from users as to what is not working well for them. Wait is too long for iDatix customer support, bad for keeping day to day business afloat. Speed needs improvement.
Hi Jerome, We really appreciate your feedback. I'd love to arrange a call to discuss your feedback on our support team, and see how we can improve there. Please feel free to reach back out, and we can make that happen. Otherwise, thanks for the kind words regarding the platform. -Mike Morris Customer Success Manager
Kevin J.
Government Administration, 11-50 employees
Used daily for 2+ years
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My overall experience with DocuPhase has been nothing but great. From customer service, ease of use and quick response times they top notch.
This is a wonderful document management application. Our company were still using the older out dated ScanDox , iSynergy and server. Now that we've Windows Servers and SQL, and workstations we upgraded Docuphase. Great improvements in both applications, especially iSynergy. There is no longer the need for plugins, the interface is sleeker and much faster. Document searches are much faster. The customer service for the upgrade and support was incredible. That is the norm for this company. The upgrade and roll out was well planned and coordinated.
Not the cheapest solution, but most the costs were because we were so behind the curve with their upgrades as well as our servers and databases.
Common DocuPhase comparisons
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