Lower AP processing time by up to 93%

Streamline invoice processing with AP Automation from DocuPhase. Focus on higher-value work and eliminate the burden of repetitive manual tasks.

See it in Action
DocuPhase Has Been Acquired. Read more.

Streamline and Automate Your Accounting Processes

Go paperless, manage approvals, and automate your processes to increase your team's productivity and perform higher value work.



Accounting Automation

Streamline and automate your accounting processes.

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.

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Document Management

Bring together data, content & processes.

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.

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Enterprise Automation 

Go beyond accounting and apply digital transformation across your business.

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!

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What is Accounting Automation?

Let DocuPhase automatically route invoices to the necessary decision makers for approval and electronic sign-off. You’ll never have to forward another invoice from your email inbox. Watch a demo of our Accounting Automation solution below.


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Request a Custom Demo

Improve your day-to-day work experience, lower your costs, and get your tasks done faster. You owe it to yourself to leave the old ways of the office behind you and enjoy the features you value most.

A Solution that Grows with You

Start anywhere, go everywhere.

Begin your Digital Transformation by building automated workflows within the department that has the greatest need. From there, you can expand to other teams: Sales, Accounting, Human Resources, Legal, Information Technology, etc.

The DocuPhase Automation platform allows you to start anywhere and go everywhere. Not sure where to start your automation transformation? We can help with that, too.


Easily Access Data

Leverage document management, web forms, and OCR tools to capture and securely store data.


Enforce Business Rules

Automate business decisions and enforce business rules and controls.


Grow & Scale

Stay focused on increasing productivity and efficiency without the worry of adding overhead.


Build & Deploy

Get rid of paper-based forms and quickly create forms using an intuitive, drag-and drop interface.

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From Our Blog

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DocuPhase Acquired by Angle Point and Dan Gaertner Brought on as CEO

By | on 01, Oct 2020 |   News

Growth Capital provider Angle Point Capital announces purchase of enterprise automation software firm DocuPhase and appoints new CEO. CLEARWATER – Doc...

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Data Entry is the Best, Said No One Ever.

By | on 18, Aug 2020 |   Accounting Automation Work Remotely

Data entry is a time suck. There are precious few bookkeepers out there who love data entry. It’s a tedious task that stretches on for hours, gets in ...

Read More

5 Best Practices for Remote Accounting Teams in 2020

By | on 20, Jul 2020 |   Accounting Automation Work Remotely

Your work environment likely looks a lot different this year compared to 2019, as we all try to adjust to the Covid-19 world. Many accountants are wor...

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What People Are Saying

It's been a smooth process with an accomplished team.

We're able to take paper heavy processes and make them electronic. It's a huge efficiency boost and helps make our process more scalable.

— Alanna R., Director of Operations

I love how easy it is to work with and make changes to a process.

We have greatly reduced the amount of emails, but using DocuPhase has allowed us to take control over our processes and promote consistency throughout multiple offices, as well as allowing us to see the areas where we struggle.

— Christy V., Finance Manager

We have used DocuPhase for at least 10 years.

We no longer have to go to the attic to retrieve a file and manually search through the file for the document you need. It is there at your fingertips with a few keystrokes.

— Everette B., Attorney at Law

Awesome! Great Supporting team! Would highly recommend!

If you need to go paperless, automate operations, or implement Robotic Process Automation, this is the best software [on the market today].

— Harsha V., Sharepoint Administrator

Docuphase is a solid workflow system for routing, approving, and paying AP invoices.

Everything is electronic with audit trails. Long term document storage is electronic. Eliminated the need for physically mailing and storing paper documents.

— Chad N., IT

Easy to use with first-class features.

Straightforward to implement and use. Staff with no programming knowledge can make changes to workflows. I can easily capture, secure, and share all my documents at the touch of a button. This product has saved us thousands!

— Sean C., Business Process Consultant