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

Features

Total features of DocuPhase: 118

  • 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 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

Alternatives

DocStar ECM

4.0
#1 Alternative to DocuPhase
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Veeva QualityOne EQMS

4.7
#2 Alternative to DocuPhase
QualityOne provides a unified solution for quality management, document control, and training, allowing users to manage...

QuickBooks Desktop Enterprise

4.5
#3 Alternative to DocuPhase
QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access...

Nintex Promapp

4.5
#4 Alternative to DocuPhase
Promapp is a process management software for creating and storing business processes in the cloud

Reviews

Overall rating

4.5 /5
(75)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.5/5
Customer Support
4.5/5

Already have DocuPhase?

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

Showing 5 reviews of 75
Everette
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Have been using for at least 10 years and it is a very valuable tool for our office

Reviewed on 29/03/2018

Pros

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. It is easy to find any page in the file we night need and to email or copy any or all pages of a document. We no longer have to go to the attic to retrieve a file and manually search through the file foe the document you need. It is there at your finger tips with a few key strokes. The program saves a lot of space and time. Very glad we have it.

Cons

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. Indexing of the file is very time consuming process. You need to have character recognition should be a part of your program. With OCR it would be much quicker to scan old file in to the program. Having to log in and out of the program is also a feature I do not like. To my knowledge you offer no training with the program so I am sure there are lot of features we do not know how to use. The vendor that sold the program to us has tried to train us but like most programs you only learn about 10% of the features offered.

Response from Docuphase

Hi Everette,

Thank you so much for the kind review, and for being a longtime customer. Regarding the cons, I'm going to reach out to schedule some time for us to talk further, as I think that we can help to take care of some of these issues. We offer a top-rated OCR program that we can deploy quickly and efficiently as well, so we may be able to help you save even more time there.

I look forward to speaking with you soon,
Michael Morris
Customer Success Manager @ DocuPhase

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
Russ
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

I find the DocuPhase application to be clunky and shows a serious deficiency in usability.

Reviewed on 06/04/2018

Pros

The ability to apply files to DCF in a semi-automated fashion. It has the capability to audit users actions withi

Cons

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.

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

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

DocuWOW!!!

Reviewed on 29/03/2018

Pros

We selected DP as a way to manage documents internally, track notes on job files, and basically centralize all aspects of the file. We also are able to assign tasks to every employee and give them a daily worklist. DP also tracks the history of the file, so we can see where breakdowns in communication occur. We can also see prior version of documents so we can restore documents as needed. We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!

Cons

our old file data was not migrated to the system so anything older than 2013 was not searchable. some of the report functions do not work well for us. we are trying to implement new functionality to reduce redundancy and it is not going as well as we hoped. if the internet is down we cannot use the web based interface. We also do not know what will happen if we ever decide to migrate from this system, I do not know how we would access the data.

Response from Docuphase

Hey Chandra,

We really appreciate the kind words, and this review. If there's anything we can ever do for you regarding file import or conversion, we'd be happy to chat regarding options. Feel free to reach out to me personally or submit a ticket and we could review.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Kimberly
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Treeno and Importer Tool

Reviewed on 28/04/2021

We have had a wonderful experience with Treeno. We highly recommend their products and have not...

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.

Pros

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.

Cons

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.

Showing 5 reviews of 75 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.