What is an Enterprise Automation Platform?

An Enterprise Automation Platform can be used to automate processes within any department or team. A flexible enterprise solution can be used to map out and automate everything from back-office accounting/finance processes to customer-facing dashboards and portals.

We know what’s possible and where we’ve seen successes with companies like yours. 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!


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.

Your Digital Transformation
Starts Now.

Forget paper-driven 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 banking automation solution works, and how it can help you kick off your organization’s Digital Transformation.


Drag & Drop Process Builder

Our drag-and-drop process modeler and bot builder allows you to map out and automate each step of any process you want to create.


Eliminate Manual Tasks

Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents.


Enterprise Document Management

Go paperless and increase efficiency with document management software.


Systems Integration

Integrate with your existing systems to keep your data accurate and up to date across the organization.



Ensure Data Accuracy

Data errors can cost you money and customers.

When you’re dealing with people’s money, data errors aren’t easily overlooked. With DocuPhase’s automated data entry and filing, these costly human errors can be eliminated, making your data more accurate, which in turn provides a better overall experience for your customers.

With DocuPhase’s customer portals, your customers can submit requests and view the status of their accounts from anywhere with an internet connection, whether they’re on a computer or a mobile device.

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Improve Operational Efficiency 

Provide a better customer experience with Banking Automation.

DocuPhase’s banking automation solution provides you with the tools you need to simplify, organize, and automate all of your back-office processes. Partner with DocuPhase to ensure consistent, error-free processing and faster turn-around times. Our solution enables you to:

  • Reduce Costs
  • Enhance Member Services
  • Integrate with Existing Systems

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Get more work done by seamlessly connecting all of your business systems into a single, cohesive unit.

Access the information stored in the document management system directly from within the business system you are working. For example, you can click a button inside of your ERP to immediately pull up all of the associated information for a transaction, such as the actual check, purchase order, and invoice stored in the document management software.

Our solutions incorporate a wide range of tools for easy integration into traditional client-server, desktop, web-based or internally developed custom applications.

Get Started


Request a Custom Demo


Do More with DocuPhase

Partner with the enterprise automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how Enterprise Automation can help your team solve your most pressing problems, while becoming more organized and consistent in your daily processes.


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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