What is Accounting Automation?

When an organization employs accounting automation, it goes beyond buzzwords like “lean accounting” and “cloud accounting,” to something even more powerful – automated accounting. Suddenly, accountants don’t have to perform 3-way matching or manually enter data. The majority of the accounts payable process is automated. They only need to intervene when there are exceptions or when higher-level thinking is required.


Never Lose an Invoice

No more searching for invoices or other files that are misplaced or missing. Capture and store all bills, invoices and related content required to effectively manage the department.


System Integration

Work in one integrated system, rather than switching back and forth between systems. Integrate with Dynamics GP, NAV, AX, NetSuite and more to correlate and extract data from any source.


Eliminate Data Entry

Employ Machine Learning and OCR to automatically extract and validate all information from your incoming documents. DocuPhase then will automatically find duplicates, route for approval, or perform 3-way match.


Enforce Business Rules

Automate business decisions and enforce business rules and controls. Reduce the demands and expense of compliance and have greater oversight into how work is getting done.

Your 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.


Invoice Automation

Eliminate lost and late invoices and increase visibility and control through AP automation. Streamline your approval process, save time and money by removing paper and email-based invoice tracking.


PO Automation

Simplify purchase request and orders while enforcing controls around your procurement process.


New Vendor Process

Enforce compliance requirements and get vendors set up and approved quicker with New Vendor automation.


Payment Automation

Pay your suppliers faster and take advantage of early payment discounts and potential rebates with DocuPhase Payments


Vendor Portals

Offer your suppliers instant visibility into the status of their invoices and give them self-service control.



Reclaim Control

Reclaim Control with Accounting and AP Automation

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

Learn More


Automate Approvals

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.

Learn More





Make Audits Easy

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.

Learn More


Request a Custom Demo


Invoice and Task Automation

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.


What Our Users Say About


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

Christy V. - Finance Manger

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!

Chandra W. - President

The DocuPhase team are fantastic collaborators, as we look for solutions together. The DocuPhase software is very intuitive yet flexible to allow for customized solutions.

Michelle P. - Corporate Controller
Want to read more from satisfied users? Our reviews speak for themselves!
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