onPhase vs Square 9

Tipalti

DocStar ECM

Zoho WorkDrive

ActivityHD

ddSuite

E2open

Compare onPhase and Square 9 based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

DocStar ECM is an enterprise content management solution, which helps businesses upload, modify, share & store documents in a centralized repository. The automated data capture module lets users extract or import data from various sources & match the information with different support documents.

Zoho WorkDrive is a cloud-based file storage, sync and collaboration solution for teams which provides a secure shared workspace, Team Folders, real-time notifications, document drafting and publishing, file sharing with configurable access controls, TrueSync, versioning, analytics, and more

Transform your business with Tipalti’s comprehensive finance automation solution. Streamline your accounts payables, accelerate global payouts, simplify procurement processes, and optimize employee expenses, all through one integrated platform.

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.

1099 Preparation

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Aging Tracking

Alerts/Notifications

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

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 & Statistics

Reporting/Analytics

Rules-Based Workflow

Search/Filter

Secure Data Storage

onPhase

Linux

Web-based

Windows

Very stable, and easy user interface like being able to do query's for information and love the global search.

VP, IT

The experience with Treeno overall is highly satisfactory. The sales, engineering, and support staff are friendly, knowledgeable, and agile to fit the perfect EDM solution for all lines of business.

VP Finance

Can be used to automate and store documents for any process, department or team and has outstanding integration capability.

Chief Technology Officer

Treeno is a powerful yet very affordable document management solution. The user interface is intuitive and easy to learn so there is very little training required.

General Manager

I also like that any super user can expand the program to accommodate an entire company with all the levels of security that one could ask for.

Accounting Assistant

The ease of use would be the best thing about DocuPhase. It's intuitive and processes our stuff pretty quickly.

Information Technology Management Consultant

This is a difficult question for me because I have no experience with it or software of this type.

Technical Solutions Designer

I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams.

Some versions can be assigned to users and the latest version has no assigning. This leads to a sloppy workflow and cumbersome use.

It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team.

System Admin

Currently to have this setup docuphase will charge you for both as if it was another full suite. I disagree with this and licensing/price around this.

Easy to maintain, excellent support and cost efficient.

Attorney  at Law

Not being able to scroll through a file is my first complaint. Not being able to add document to a file has been a major issue.

We have used the software to store our closed files for a number of years and it is very nice when we need a back file to be able to bring it up very quickly and easily.

Analyst

YUM leverages the dynamic discounting and our vendors love it. The vendors have access to check the status of invoices 24/7 versus contacting the approver or the Accounting Helpdesk.

Finance Manager

DocuPhase is by far the best document management system I have seen, because it goes beyond the document and manages processes.

Supplier Quality Engineer

The best software for document storage and filing. Use of different workflows makes the processes complete and accurate.

Lab Technician

Very useful for file sharing and tracking as the office works on documents.

onPhase screenshot

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

E2open is the connected supply chain software platform with the largest multi-enterprise network. Planning, channel, supply, global trade, and logistics application suites cover the end-to-end supply chain, and a unified user experience provides single-view access for collaboration. Moving as one.™

ActivityHD is an enterprise resource planning (ERP) solution that assists businesses of all sizes with payroll processing, accounting, business management and more.

ddSuite software from DDC Schweiz allows object data of large infrastructure objects to be viewed from the overall view down to the smallest detail, managed and orders and invoices to be triggered.

Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

AI/Machine Learning

Annotations

Approval Workflow

Content Publishing Options

Customizable Fields

Data Storage Management

Data Synchronization

Digital Signature

Disaster Recovery

Distributed Capture

Document Conversion

Electronic Forms

Expense Tracking

File Management

File Transfer

Filtering

Generative AI

HIPAA Compliant

Image Editing

Metadata Management

Multi-Language

Pre-built Templates

Receipt Management

Remote Data Capture

Role-Based Permissions

Single Sign On

SSL Security

Supplier Management

Surveys & Feedback

Tagging

Square 9

Finance and Admin Assistant

Also, the team at Square 9 is great about helping when you have an issue. I am a new admin and they have been helpful walking me through how to fix things when I don't know what to do.

Business Mgr.

Awful, the reseller sold us support and have been awful to work with - very misleading presentation.

Sr. Purchasing Agent

I love the options to customize searches and permissions. I like that I can do some level of customization without outside help.

Managed IT and Solutions Specialist

Its intuitive interface and robust features make document storage, retrieval, and sharing effortless, helping teams to collaborate more effectively and efficiently.

Assistant to CFO

I love that and enjoy using the program. I spend 6-8 hours on it each day and feel like my job is much easier.

Reception Admin Assistant Sales Support

It has saved us a lot of time with document imaging, we scan close to 300 documents daily so OCR has been a great tool for reading the documents.

Director of Revenue and Reimbursement

Extremely easy to use  and has an amazing upload feature.

Executive Director

We had many years of client files that we are required to maintain. We have saved so much space it is incredible, and our documents are much more secure.

onPhase vs Square 9 Comparison (2026)

onPhase vs Square 9 Comparison (2026)

onPhase

Square 9

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives