DocuPhase

4.5 (85)
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Accounting Automation & Beyond.

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!


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.


Images

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

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US$129.00
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Reviews

Overall rating

4.5 /5
(85)
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 85
Marci
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Installation and staff were pleasant to work with and very professional.

Reviewed on 06/04/2018

We were able to store our donor, vendor and employee files electronically and get rid of all of the...

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.

Pros

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!

Cons

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.

Response from Docuphase

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

Carol
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Treeno

Reviewed on 19/07/2019

Overall, once we saw the whole system it was really easy to use.

Overall, once we saw the whole system it was really easy to use.

Pros

I used this in my last job and I can't say enough good things. I really liked the ease of filing documents. I have used other programs in the past that just could not do the job.

Cons

I would have liked more upfront training. I didn't really get to see the whole system and how it worked until we were in it. We had to redo some filing which took some time.

Alternatives Considered

DocStar ECM

Reasons for Choosing DocuPhase

Ease of use. More options

Switched From

DocStar ECM
Patricia
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Docuphase is user friendly. It's fairly easy to learn the system.

Reviewed on 04/04/2018

This software makes data entry more streamlined and efficient. It saves time and makes data...

This software makes data entry more streamlined and efficient. It saves time and makes data available to all users in our organization from town to field. The retention of this data is essential to record-keeping in our company.

Pros

It is reliable in retaining data. I've never encountered a problem finding past entries. Most programs get bogged down in too many steps. Docuphase is simpler to master.

Cons

The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

Response from Docuphase

Hi Patricia,

Thank you for reaching out. I think that there are some things that we could do to help regarding the cons you've listed, and I'd also like to hear more regarding your feedback on support. We take concerns there very seriously and want to ensure you feel well taken care of. Let's get together for a chat here soon!

Thanks,
Mike Morris
Customer Success Manager

Jerome
Overall rating
  • Industry: Hospital & Health Care
  • 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 9.0 /10

Easy user adaptation, system could run a little faster though. Too much lag time sometimes

Reviewed on 02/04/2018

Each manager/director within a department can now have accountability for their department as well...

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.

Pros

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.

Cons

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.

Response from Docuphase

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
Overall rating
  • Industry: Government Administration
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

All in One

Reviewed on 21/04/2019

My overall experience with DocuPhase has been nothing but great. From customer service, ease of...

My overall experience with DocuPhase has been nothing but great. From customer service, ease of use and quick response times they top notch.

Pros

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.

Cons

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.

Showing 5 reviews of 85 Read all reviews

DocuPhase FAQs

Below are some frequently asked questions for DocuPhase.

DocuPhase offers the following pricing plans:

  • Starting from: US$500.00
  • 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:

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

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