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Accounting  Automation

One of the biggest challenges faced by accounting teams is the amount of time spent on repetitive tasks like approval routing, data entry, and 3-way matching. Overcome these challenges with DocuPhase.

  • No more searching for files that are misplaced or missing
  • Work in one integrated system, rather than switching back and forth between systems
  • Automatically verify the accuracy of your data

Our accounting and finance automation solution integrates with your existing accounting software. It organizes your files and synchronizes your data, while automating the invoicing process. Accelerate productivity by automating your accounting and finance processes with DocuPhase.

Is there a snag in your approval process?

Our drag-and-drop process modeler and bot builder allows you to map out and automate each step of the approval process, from receiving invoices to routing approvals and setting up new vendors, all without sacrificing the accuracy of your data. Plus, real-time analytics will help you identify process bottlenecks and make adjustments as needed.
accounting automation
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Are You Worried an Audit Would Be a Huge Setback?

If you’ve already got a full plate, where would you find the time to deal with the demands of auditors? With DocuPhase, the answer is simple. With our Enterprise Content Management system, all of your files are stored in a secure repository. If auditors come knocking, you’ll be able to present them with the digital files they need, quickly and easily.

Reclaim Control with Accounting and Finance Automation

DocuPhase’s accounting and finance 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. Our solution includes:

  • AP invoice receiving and filing
  • Automated data entry, 3-way matching, and GL coding
  • Expense report processing
  • Rules-based approval routing
  • Customer and vendor process notifications
  • Integration with your current accounting software
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Automated Task and Document Routing

Invoice routing can cause unnecessary sticking points in your processes. Let DocuPhase automatically route invoices to the necessary decision makers for approval and electronic signoff. You’ll never have to forward another invoice from your email inbox.

Financial System Integration

No more jumping from one piece of software to another, entering data multiple times. Our seamless integrations allow your programs to talk to each other and update in real time. Whether you use Quickbooks, NetSuite, GP, NAV, SL, or another accounting system, our integration experts can connect the DocuPhase solution with your existing software.

 
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Your Accounting Department’s Digital Transformation Starts NOW

Forget lost documents, complex processes, and long days at the office. Our team specializes in guiding you through your journey to a paperless, automated workplace. Find out how our accounting and finance automation solution works, and how it can help you kick off your company’s Digital Transformation.

SCHEDULE A CUSTOM DEMO

Useful Resources

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5 Ways to Make Your Accounting Department More Efficient

READ ARTICLE

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2-Way, 3-Way, and 4-Way Matching Made Easy for Accounting Departments

READ ARTICLE

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5 Best Practices That the Most Effective Accounting Departments Are Following

READ ARTICLE

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What Is Accounting Automation?


DOWNLOAD WHITEPAPER

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Empowering Your Accounting Department with AP Automation

DOWNLOAD WHITEPAPER

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Solving the Top 5 Accounting Problems

WATCH VIDEO

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OUR TEAM

At DocuPhase, we’re driven by innovation, problem solving, and creating a better workplace for our customers. Our mission is to partner with our clients, delivering innovative solutions that automate and simplify the workplace with unmatched customer support.

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OUR PROCESS

DocuPhase is your Enterprise Automation partner! Based on your company’s goals and desired outcomes, the DocuPhase team delivers a rapidly deployed solution that will make your office a better workplace with simplified, automated processes and greater capacity for growth.