About 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.

Go paperless, manage your content, and automate your business processes to increase your productivity and perform higher-value work.

Accounting Automation - DocuPhase’s accounting automation solution provides you with the tools you need to simplify, organize, and automate all of your accounting processes. Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents.

Document Management - Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Eliminate the endless search for the documents you need to do your job.

Enterprise Automation - An Enterprise Automation Platform can be used to automate processes within any department or team. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of DocuPhase

Streamline and automate your accounting processes.
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

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

United States

Supported Languages

English

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

DocuPhase Software - Document Management
DocuPhase Software - AP Automation
DocuPhase Software - Workflow Automation
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DocuPhase video
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DocuPhase Software - Document Management
DocuPhase Software - AP Automation
DocuPhase Software - Workflow Automation

Features

Total features of DocuPhase: 119

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Autofill
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Batch Processing
  • Billing & Invoicing
  • Business Process Automation
  • Business Process Control
  • CRM
  • 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
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Recovery
  • File Sharing
  • File Storage
  • 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
  • PDF Conversion
  • PO Reconciliation
  • Payment Processing
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Project Workflow
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Status Tracking
  • Supplier Management
  • 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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Reviews

Overall rating

4.4 /5
(62)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support
4.4/5

Already have DocuPhase?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 62
Eri
Overall rating
  • Industry: Insurance
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software with great opportunities for evolved document management

Reviewed on 02/04/2018

Versatile workflows, easy UI with great intuitive design

Versatile workflows, easy UI with great intuitive design

Pros

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

Cons

We have had some issues with upgrades through the past, where the support teams have had issues finding solutions to quite simple bugs that were prominent even before upgrading

Response from Docuphase

Hi Eri,

Thanks a lot for the review. It's been great working with you and the rest of the Bupa team. I'll follow up with you regarding the support concerns as well, because we'd definitely like some feedback on how you feel we can improve there.

Thanks,
Mike Morris
Customer Success Manager

Harsha
Overall rating
  • Industry: Insurance
  • Company size: 501-1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly...

Reviewed on 29/03/2018

Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports

Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports

Pros

+ If you need to go paperless, automate operations, or implement Robotic process automation this is the best software in Contemporary Market world.
+ Great solution for document workflow Management.
+ Hyperlink feature on each level of document management is a great feature.
+ Adding Notes and sharing documents via Email management is a nice option to have.
+ Exciting to learn more about Analytics Tool.

Cons

-> Performance: It is taking couple of minutes time to load large documents (No Performance issues on small files).
- Would like to know if Search function has option to add best bets on Global Search
-> Once we select the application, it would be good if we have a search option in that particular application level (like Global Search).
-> Being able to understand It as an emerging company, Would like to see if there is more scope for Employee Collaboration on sharing ideas like a Message Chatting tool within DocuPhase to share and discuss about the document management.
-> Hyperlink feature on each level of document management is a great feature, would love it more if this hyperlink feature is also in Workflow history management level to make administrator's Job Easy down the years on a given document history.

Response from iDatix

Hi Harsha,

Thank you for the review, and for the kind words. I know that our teams have been trying to get together for some additional projects lately, and I'll fold some of these suggestions into those conversations.

There's a lot of really great suggestions in your response as well, and we'll take those seriously. I'll pipe them back in to our product team so that we can game plan some of those enhancements internally. In the meantime, you can always submit your own enhancement requests here:
https://docuphase.ideas.aha.io/

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Aaron
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

The program is very useful, but when there is a problem that I can't solve in-house, it's...

Reviewed on 29/03/2018

Saving time, providing all of our hard-copied data at our fingertips digitally.

Saving time, providing all of our hard-copied data at our fingertips digitally.

Pros

Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time

Cons

iLink is EXTREMELY temperamental - at best - and works only 10% of the time. When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request .

Response from iDatix

Hey Aaron,

I'm sorry to see your support rating. We pride ourselves on the nature of our support, and would hate to feel as though you're unsatisfied. I've been chatting this over with some other resources internally, and we'd like to pick your brain later this week about ways you feel as though we could improve. Expect that we'll follow up with you this week regarding your concerns, and then put measures in place to improve.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Justin
Overall rating
  • Industry: Primary/Secondary Education
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing System - Transformed the way we do business!

Reviewed on 18/07/2021

The flexibilty within the system makes this software a best in class solution! We continue to...

The flexibilty within the system makes this software a best in class solution! We continue to develop forms to automate workflow approvals, and the best part is when a web form is created and approved via the worflow process the data is archieved automatically.

Pros

The ability to customize this product to our needs. From soup to nuts this system can provide a solution to automate, authorize and archive every document you can imagine. It is very rare that you find a document management software that not only meets the needs for compliance in archiving documents but also provides workflow managment and digital signature. All of the features this systems offers makes it a true system solution.

Cons

I am not sure I have a one. The software exceeds my expectations.

Arthur
Overall rating
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The team at Docuphase are able to solve every idea I have and the software is a massive time...

Reviewed on 31/03/2018

Our volume doubled since we chose Docuphase yet we have not needed to hire any additional staff...

Our volume doubled since we chose Docuphase yet we have not needed to hire any additional staff yet. Staff have become accountable for their errors and we have been able to implement changes to our workflow to prevent any mistakes intentional or not.

Pros

The flexibility of the forms along with the workflow make it great for getting proper approvals for your processes but also automating the actual task linked to the form.

Cons

Probably the only thing I don't like is that I normal users don't see the progress of items they have processed once they have gone on to the next person without checking the actual document. Again docuphase have ways of showing this both by just giving more access or via a custom form.

Response from Docuphase

Hey Arthur,

We really appreciate the kind words in your review, as well as your partnership. It's been such a pleasure to work with you and the rest of the Aidacare team.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Showing 5 reviews of 62 Read all reviews

DocuPhase FAQs

Below are some frequently asked questions for DocuPhase.

DocuPhase offers the following pricing plans:

  • Starting from:
  • Free Trial: Not Available

Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.

DocuPhase has the following typical customers:

11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

DocuPhase supports the following languages:

English

DocuPhase supports the following devices:

DocuPhase integrates with the following applications:

Microsoft Dynamics GP, Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud

DocuPhase offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for DocuPhase.