Accounting Automation & Beyond

DocuPhase is pleased to announce its recent recognition as a Top Accounts Payable Solution Provider by CFO Tech Outlook. This distinction is a testament to the transformative power of our AP Automatio[...]

Before Microsoft released the first version of its Excel spreadsheet software, accountants and bookkeepers were trapped in a time-consuming routine of tedious tasks.

AP teams have one central mission: to accurately track invoices and ensure vendor payments are approved and completed on a timely basis.

Three years post-pandemic, we’re still able to acknowledge its enduring impact on our daily lives.

We’ve paired this article with our guide to understanding the benefits of implementing a HIPAA compliant accounts payable solution. Learn more about how DocuPhase’s AP automation solution helps payabl[...]

It’s officially October, which means that cybersecurity awareness month is underway.

Manual accounts payable processes have been the norm for years, but with them come numerous potential minefields to navigate.

The holidays are quickly approaching, and with it comes the annual wave of paid time off (PTO) requests from employees.

October has just begun, and Halloween is right around the corner. It's the spookiest month of the year...but for many finance teams, manual business processes haunt their productivity year-round.

In today's business landscape, data is soaring to the cloud.

Accounts payable is the financial engine that keeps a company running. The team is responsible for producing and maintaining an accurate balance sheet: a crucial function upon which any successful bus[...]

The 2023 supply chain continues to experience the ripples of a changing economic landscape.

Today's accountants are 80% more likely to stay in their roles when they have access to integrated solutions that help take some of the more menial tasks off their plate. Read on as we cover the curre[...]

How much visibility do you have into your organization’s procurement processes? If your answer is anything less than “complete,” you’re almost certainly losing money and missing out on strategic oppor[...]

Despite improvements over the past three years, the U.S. supply chain still faces challenges in 2023.

DocuPhase is pleased to announce its recent recognition as a Top Form Automation Software Vendor by Software Advice. This distinction, driven by the ratings and reviews of our customers, is a testamen[...]

When organizations assess the return on investment (ROI) of technology such as document management solutions, they place emphasis on specific and measurable savings.

There’s a bit of a paradox in healthcare: As important as it is to protect sensitive patient information on healthcare records, it’s equally important to keep that information readily accessible to th[...]

In an era where data is the backbone of organizations, digital document management is a critical tool for creating smooth operations, complying with regulations, and making informed decisions.

Leveraging finance automation to safeguard against future changes and challenges in the CFO’s back office. In today's rapidly changing business environment, technology is playing an increasingly impor[...]

Forms are a fundamental part of many businesses. They drive processes in all industries and span multiple departments, whether it’s collecting information from customers, receiving applications in HR,[...]

As streamlined operations become more and more pivotal to keeping your business above water, the role of accounts payable (AP) departments has become more critical than ever.

The role of the modern CFO has become increasingly complex, especially considering global economic challenges that make budget navigation difficult. These new responsibilities necessitate a more in-de[...]

More than ever, companies that want to stay ahead of the competition, or even remain viable businesses in the years ahead, have to keep searching for ways to leverage the benefits of new technology.

The uncertainty of our current economic climate has business finances under the microscope.

April is Financial Literacy Month, a yearly campaign that promotes education of financial best practices. When AP teams understand their business’ finances, it creates a culture of accountability, imp[...]

Accounts payable teams face increased pressure to close the books at the end of each month and quarter. The accuracy and timeliness of payment activity updates have significant effects on business ope[...]

IT teams are always busy, but it's never been truer than in the past two years.

In 2023, justifying an investment in process automation revolves around the potential to enhance productivity without requiring additional resources. As CFOs seek to reduce operational costs this year[...]

Rising interest rates, volatile credit markets and an uncertain global economic outlook have ratcheted up the pressure on company management teams to control costs. And it’s no secret that stubbornly [...]

DLC TAMPA, Fla., March 1, 2023 /PRNewswire/ -- DocuPhase, a leading provider of business process and accounting automation, document management, data capture, and payments technologies has acquired iP[...]

When a business is in its early stages, an off-the-shelf solution for tasks like bookkeeping, taking orders or customer relationship management is often good enough.

Artificial intelligence (AI) tools designed to manage data and automate repetitive processes are becoming increasingly commonplace. While AI tools haven’t yet become ubiquitous in accounting, it’s ine[...]

At a time when anyone can pay for a pizza — or a roundtrip flight to Italy — from any mobile device in just a few seconds, the last thing a company should do is limit what types of payments it accepts[...]

As we continue to learn about the state of our planet’s health, the start of the new year is the perfect time to reflect on your environmental awareness and to set impact objectives for the year to co[...]

In the trucking industry, business hinges on an accurate and efficient flow of documentation. From service technicians’ purchase requests to sales teams’ buyer and rental agreements, every team depend[...]

Despite the digital progress that the education industry has made in the past decade, schools remain frustratingly awash in physical paperwork.

The latest reports hitting the headlines are mass layoffs in the tech industry.

HR teams are trading “welcome” for “welcome back" as familiar faces rejoin former teams. Here’s how document management solutions help HR professionals navigate the rise in rehires referred to as “The[...]

We’re all feeling the effects of economic uncertainty right now.

Community Summit 2022 is quickly approaching, and we couldn’t be more excited to join the users, partners and independent software vendors (ISVs) who are committed to innovating and optimizing Microso[...]

Colleges and universities nurture innovation and progressive thinking among their students. But when it comes to office procedures, many still rely on decades-old methods.

TAMPA, Fla., Aug. 9, 2022 /PRNewswire/ -- DocuPhase, a leading provider of Business Process Automation (BPA), accounting automation, and B2B payments software and solutions, announced the acquisition [...]

Are your old and clunky accounts payable and purchasing processes slowing down your business and damaging vendor relationships? Do your accounting teams struggle to compile data from different systems[...]

The last thing you want is to pay an inaccurate or fraudulent invoice. This can happen if a vendor sends an invoice with the incorrect amount or if fraudsters target your company with an elaborate bil[...]

Modernizing how you process B2B payments can help streamline your payment operations and strengthen vendor relationships. It allows you to process invoices 74% faster and lessen the workload for your [...]

Processing invoices is manageable enough when you only have a few vendors. But things start to become more complex as you work with more vendors. Manual processes can quickly turn into bottlenecks, wh[...]

Construction involves a lot of different documents throughout the process of sending proposals, landing a client, and finally designing and building it. The last thing you want is a runaway architectu[...]

Business processes are at the heart of every company. They ensure that individual activities are completed to certain standards and achieve clear objectives.

Employee onboarding is one of the most important steps in the hiring process. An effective onboarding process helps you set expectations with new hires and makes them feel part of the team. It can als[...]

In 2022, no matter what industry you’re in, it’s important that your internal teams and departments are on the same page. You can lose a lot of potential productivity if your teams are disjointed, wor[...]

The depression has officially kicked in as I’m coming down from an adrenaline high and my mind is flooded with excitement around the future of DocuPhase.

Last November 4.5 million American workers voluntarily quit their job according to the Bureau of Labor Statistics. That accounts for approximately 3% of all U.S. workers and is an all-time high in res[...]

An inefficient Accounts Payable system can be incredibly detrimental to any organization. Despite the nature of AP as a largely behind-the-scenes process, it’s a critical component of a well-functioni[...]

It’s a commonly known fact—when schools automate administrative tasks, they lessen waste, increase productivity, reduce wasted time, and stay organized.

It’s a brand-new year and we’re feeling 22 again after a wonderful holiday season! It’s no secret that a lot changed across 2021 and the world of accounting was no different. As you and your team kick[...]

The average HR department juggles countless responsibilities from hiring, training, and culture-building, to enforcing regulatory requirements and managing benefits and payroll. And then there’s the u[...]

Paper-Based Processes are a Pain As experts in automation, we are well-equipped at building solutions and systems from the ground up for a variety of different companies and organizations. But as pare[...]

It’s supposed to be the most wonderful time of the year.

If you’re still using manual accounts payable (AP) processes, you’re not alone—but at some point in the not-too-distant future, you will be. In our COVID-era, remote-first world, businesses are pushin[...]

The adoption of automation technology in the accounting world continues to trend up as business leaders are finally recognizing the value of streamlining one of the most integral departments. Although[...]

CLEARWATER, FLORIDA, NOVEMBER 11 2021 – DocuPhase LLC, the industry-leading software provider for business process automation solutions, continues to expand core features and functions in its ongoing [...]

October is cyber security awareness month and conversations surrounding data protection have never been more important or timely. It can be easy for organizations to get mired in the day-to-day routin[...]

The COVID-19 era has been marked by strain, stress, and loss. Yet it’s also been a change catalyst for the way businesses and governments work, pushing them to accelerate innovation and digital transf[...]

There are countless ways that automation technology can be applied to businesses processes. But although many people first think of specific technologies like AP Automation and Document Management, th[...]

There are a lot of misconceptions about virtual cards that prevent companies from adopting and taking advantage of their varied benefits. Virtual cards are a payment type you can't afford to overlook,[...]

A document management solution is a valuable asset for any organization, and it can be an absolute life-saver for an organization with a lot of essential files and data floating around. Document manag[...]

Patients are more empowered than ever with instant access to information. In fact, a whopping 90% of patients look up a doctor or hospital online before visiting. (Source: healthcaresuccess.com) For b[...]

Managing off-site workers has always created difficulties for companies. Whether in construction, delivery, repair service, or even emergency response, countless organizations are struggling with sub-[...]

Automation technology is flourishing in the post-covid world, and the adoption of accounts payable automation is expanding faster than ever. A recent IOFM study reported that in the last three years t[...]

You want to build a future for your company with automation at the forefront. The thing is, unlike so many other business dealings, automation can’t be boiled down to a simple one-time transaction. So[...]

CLEARWATER, FLORIDA, JULY 8 2021 – DocuPhase LLC, the industry-leading software provider for business process automation solutions, continues to invest in resources, personnel, and technology amidst a[...]

As we move through the second half of 2021, we like to take the time to evaluate some of the trends that we identified both internally and externally within the AP Automation sphere. We’re thrilled to[...]

It's not uncommon for companies to begin their dive into the realm of automation without understanding the scope of options that are available for purchase. Although there are software vendors for jus[...]

At DocuPhase we love AP Automation. It’s one of our favorite things to help businesses with because we know just how big of an impact it will make for our clients. Between the time and cost savings, e[...]

With the COVID-19 crisis seemingly on the decline, more and more companies are evaluating their remote workforce and deciding how they want to continue with operations. Over 70% of workers want remote[...]

Let’s face it. It’s easy to ignore a hypothetical scenario when you are juggling so many other pressing issues. Our world moves faster today than ever before and it can be difficult to find time to pl[...]

The past year has demonstrated that radical changes to your business can be swift and unexpected. Making rapid financial adjustments has become the new normal, and it’s more important than ever for yo[...]

Fast Growing Business Process Automation (BPA) company, DocuPhase acquires robust payments technology platform, Clearwater Payments to bring a fully integrated end-to-end AP and A/R payment automation[...]

If you’ve subscribed to any AP Publication, you’ve likely noticed the growing number of articles and think pieces declaring the importance of moving your critical processes-- namely the Invoice Approv[...]

Accounts Payable is an Essential Accounts Payable -- the department and the process -- are vital to an organization. The careful tracking of Accounts Payable helps an organization keep a clear picture[...]

You're probably at the stage where you know of AP Automation, but want a better understanding of how automation can help your organization and what you need to search for when finding the best AP Auto[...]

CLEARWATER, FL., MARCH 8, 2021 - DocuPhase LLC, a Florida-based low-code/no-code accounts payable (AP) and business process automation software company serving enterprise organizations, has acquired N[...]

Picture this – you’re on Zoom at another Virtual Happy Hour with other finance professionals in your region, and the host asks the group, "What does everyone's accounting tech stack look like these da[...]

Accounts payable audits can seem overwhelming or a complete pain. They're often assumed to take up a substantial amount of time and resources as an auditor goes through the paperwork and tracks the ne[...]

The Tampa Bay Buccaneers are making history this year by being the first team ever to play in the Super Bowl at their home stadium. (GO BUCS!) And while that’s an impressive accomplishment, you can’t [...]

As we kick off 2021, it’s pretty apparent that the shift back to “normalcy” that we have all been waiting for isn’t as close as we hoped. Most organizations have no immediate plans to bring their empl[...]

Did you know that 39% of invoices are paid late in the US? (Atradius) The problem is so widespread that score.org reports that if small businesses were paid for all of their unpaid invoices, owners co[...]

CLEARWATER – DocuPhase LLC, the industry leading software provider for AP Automation and back-office business process automation solutions, continues to see organizations invest in technology at a rap[...]

For those in finance and accounting, the transition from December to January means the struggle of year end close. Year-end refers to the processes undertaken at the conclusion of the accounting perio[...]

Doing more with less is the Holy Grail goal for business owners. It’s easy to overlook mounted expenses such as paper, printing, and even wasted time doing menial data entry tasks. All of this, while [...]

Ever wondered what the top 5 accounting issues are? Are they the same headaches you’re dealing with every day? We’re willing to bet that they are.

Manual invoice processing has its disadvantages. It’s time consuming, unclear, and hard to control. The number of invoices processed per employee is extremely low due to the hands-on tasks, and you’re[...]

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

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 the way of performing higher-value tasks, and resu[...]

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 working from home, which presents new challenges and [...]

This article was written by iNSIDER Expert Craig Reid. “From little things, good things grow” they say – but when execs sign off on process improvement initiatives, what are the top reasons for them g[...]

When people hear the concept, “Accounts Payable Automation” they take it either one of two ways: they understand its depth and complexity completely, or the phrase vaguely references “that expensive t[...]

Visit Starbucks for a caramel macchiato and it will cost you somewhere between $3 and $5—without a tip. But as one interesting online piece pointed out, the habit of picking up that cup of Joe can cos[...]

No one likes to scrounge around for spare change, but we’ve all been there. Another quarter to bump your order up to a venti.

Mistakes happen. It’s a fact of life. We’ve even created language around our ability to own and wave off mistakes like “it happens to the best of us,” “it’s all good” and “no worries.” But it doesn’t [...]

What is accounting automation? Automation, AI, and machine learning are shaping how organizations are getting work done, and are the driving forces behind efficient processing and company growth. Thro[...]

Whether we like it or not, the accounting department, controller position, and even the CFO are all parts of the business environment that won't be going anywhere anytime soon.

Your accounting team does great work, but are they empowered to do their best? Many inefficient processes drain time away from your staff and make it difficult to focus on high-value tasks. Everything[...]

Purchase Order Automation is the method of using an automation platform to enforce and automate a purchase order approval process. A centralized software would automatically send a purchase request to[...]

COVID-19 has impacted the world in many unprecedented ways. Your business continuity plans may cover many disasters, but it's likely that long-term isolation due to a global pandemic was not one of th[...]

Over the last few weeks, Coronavirus (COVID-19) has impacted people and businesses in countries all over the world. As it begins to impact the United States, one of the foremost questions on many peop[...]

The great Benjamin Franklin once said, "By failing to prepare, you are preparing to fail." The current concerns about a worldwide Coronavirus pandemic are causing many businesses to examine their inte[...]

Accounting departments looking to innovate are searching for technology solutions to improve their departmental efficiency. The advent of automation technology is becoming a common solution that these[...]

Accounts Payable is the source of a lot of paper in organizations—it’s also full of time-intensive processes.

Accounting departments spend a substantial amount of time performing time-consuming and arduous tasks. When paperwork comes in, they have to do manual data entry into multiple systems. Hours of their [...]

Using the right accounts payable procedures is an essential component to a business’ success. Take an honest look at your current practices and identify areas to target for improvement to increase you[...]

It's hard to believe it's already 2020! As the new year begins, are you wondering what you might see in the coming year? How can you work towards improving your workplace? What kinds of new technologi[...]

Who doesn’t want to impress the boss? Any opportunity to stand out as a unique snowflake, apart from the crowd, is one you should always seize – provided you aren’t negatively affecting others. The ho[...]

Worldwide, more and more accounting tasks are becoming automated. While this can reduce processing time and increase accuracy for your organization, it can also leave you vulnerable if you’re not care[...]

Regardless of the size of your organization or how you structure your accounts payable department (a team, a bookkeeper or an individual company owner), these two guiding principles for establishing s[...]

Staying competitive in the age of digital transformation means doing more with less. Your organization may not have the available budget for new hires to cover business growth, or you may be dealing w[...]

As we at DocuPhase take the appropriate steps to protect ourselves from the current highly talked about zero-day vulnerabilities (Internet Explorer and iTunes Zero-day exploit), it reminded us that no[...]

So you’ve decided to make some changes in your office. You’ve invested in something called Enterprise Workflow Automation (which combines tools like Document Management Software and Robotic Process Au[...]

What’s the rate of paper pushing in your office? Is paper plastered on cubicles, piled up in to-do trays, and flying out of copiers and fax machines? If so, your office is (unfortunately) not alone – [...]

The goal of any business is to grow – to increase revenue and profits, all while keeping your customers and your employees happy. This is the definition of business success!

Where do you see automation in your daily life? It’s everywhere! Each time your order a pizza online, run your Roomba vacuum, or use your smart phone to adjust the temperature or lights in your home, [...]

Did you know that 86% of mistakes made in the healthcare industry are administrative? Imagine what kind of results a simple clerical error can have. Maybe a patient is billed incorrectly. Or, worse ye[...]

As Florida residents and AP Automation specialists, our team is getting excited about heading to Orlando for APP2P’s Spring Conference & Expo in May!

When Ovation Fertility, a collection of independently-thinking IVF and genetics labs, went looking for help with their AP process issues, DocuPhase rose to the challenge, delivering an accounting auto[...]

When you’re saving money, every little bit counts. You collect your change in a jar labeled “vacation!” and skip the frou-frou Starbucks drinks and the other extras that can add up over time.

What is one key component that all businesses share, no matter the industry or specialty? The answer, of course, is accounting. The accounting department is the most vital part of every business. With[...]

Can you believe it!? SuiteWorld is only days away – and the DocuPhase team is excited to be exhibiting at the #1 cloud ERP event of the year! This 5-day event is NetSuite’s largest conference designed[...]

The release of DocuPhase 6.3 improves the performance of the system through a variety of enhancements and features that make it easier and faster to get your job done.

We’re excited to be a part of SuiteWorld19 this year at the Sands Expo & Convention Center in Las Vegas, NV, on April 1-4!

With the new year comes new beginnings. Many people start the year off with fitness goals. Why not take that positive motivation and apply it towards your business?

Is workflow the same thing as workflow automation? While some people may use these terms interchangeably, there's a world of difference between the two concepts.

Ever wonder about business process automation (BPA) and its associated costs? You’re certainly not alone. Think of BPA as your housekeeper, only instead of cleaning, it facilitates your business tasks[...]

If you work within a government-funded organization, you know how rigid the budget can be. When budget cuts come down from the top – whether that’s the federal government, your state, or elsewhere – y[...]

As active members of the Microsoft GPUG community, the DocuPhase team is getting amped up for the community’s biggest event of the year, Summit 2018.

When the topic of going paperless is raised during meetings, it sometimes can elicit feelings of dread from people who have previously had bad experiences with ineffective systems. But don’t fear—the [...]

These days, everyone seems to be talking about company culture. While enterprise automation may seem unrelated to company culture at first glance, we believe that technology is indispensable for those[...]

While at least 90% of law firms offer benefits like work-from-home programs and part-time scheduling options, it’s estimated that only 6 or 7 percent of law professionals are currently taking advantag[...]

Banking technology has transformed the banking industry in recent years, with RPA (Robotic Process Automation) allowing banks to automate up to 70% of their tasks. While RPA paved the way, more bankin[...]

2-way, 3-way, and 4-way matching is an important aspect of ordering and receiving associated with the accounting department. It's one of the best internal controls ever introduced within accounting. E[...]

How can you maintain and grow your lending customer base? In theory, it’s pretty simple:

Has your organization ever pulled the trigger too fast on a software purchase? It turns out that the product isn’t all you thought it would be, and your team is left trying to make the best of a bad s[...]

The global BPAAS market is expected to exceed $70 billion by 2025. If this doesn’t mean anything to you, that’s okay. Despite our familiarity with the concept it represents, many of us haven’t ever he[...]

The DocuPhase AP Automation app is now available at NetSuite’s app store, SuiteApp.com.

Digital Transformation is one of the hottest topics in the tech world today. By now, you probably have a handle on the definition of Digital Transformation, but what may be a little more difficult to [...]

Are you racing against the clock to get your work done each day? We recently hosted an accounting webinar where we took a look at some technologies that can make your work life easier. If you’re not a[...]

How would your organization carry on in the aftermath of a disaster, like an extreme weather phenomenon or a cyberattack? If you don’t have an answer ready, it sounds like you’re in need of a business[...]

56% of business and IT decision makers claim that their digital transformation is already underway. What is Digital Transformation, and why have you been hearing so much about it lately?

You’ve heard the terms “cloud migration” and “cloud computing” more and more over the past few years, but did you know that the cloud services market is worth more than $200 billion? According to IDC,[...]

If you’re not taking advantage of present day digital technologies, you’re missing out on a potential competitive edge.

Would you believe it if someone told you that 59% of business processes will be automated within the next five years, and that 83% of IT decision makers consider automation to be “essential” or “very [...]

Do you shy away from the automation conversation because the change to your business seems too great? Automating your business can be a big undertaking, but you don’t have to do it all at once.

Despite the growing importance being placed around Business Process Management, a recent study found that only 4% of organizations actually measure and manage their processes. Without a clearly define[...]

You’ve seen the stats – that labor accounts for 62% of the total cost of AP and that 3.6% of invoices have errors on them. And you’ve heard the claims – that accounting automation can lower costs and [...]

Feeling overworked? You’re not alone. According to Business Careers Guide, most CFOs work up to 80 hours per week. A high stress job, combined with long hours, can leave you looking for some relief.

When you deploy an advanced automation platform within your organization, you get more than a simple electronic filing system or a way to reduce data entry and eliminate specific tasks. You do get the[...]

Electronic forms and seamless integration with SalesForce will help the Clearwater-based IT security company manage their explosive growth.

As school districts across the United States begin to adopt 1-to-1 technology policies (meaning that there is one device provided per student), instructional technology continues to evolve. The change[...]

Tampa Bay Business Journal has announced the 48 finalists in the running for 2018’s Best Places to Work in Tampa Bay. Among them is DocuPhase, an independent software vendor based in Clearwater, FL.

When you hear the words “business growth” come out of the mouth of your CEO or President, what kind of images come to mind?

If you’ve invested in a Document Management System, how can you be sure you’re getting your money’s worth? Are you using all of the features, or are you missing opportunities to optimize your daily ex[...]

The stability of your workforce can be impacted by any number of things – stress levels, repetition of tasks, and skill requirements. According to an article on marketwatch.com, the highest turnover r[...]

For newcomers to the automation world, the number of commonly used abbreviations can get pretty confusing. Maybe you’ve heard them and thought to yourself: RPA? BPM? OCR? WTF?! It can be frustrating t[...]

Remember the good old days, when the only technology you had to learn to use at work was the phone and the fax machine? Business technology has come a long way from the Mad Men era, and today’s softwa[...]

As a CFO, you’re steeped in data and paperwork, day in and day out. In the world of business, paperwork is a constant. And no matter which industry you work in, odds are that your business uses forms [...]

Going paperless has many benefits – from saving time and money, to saving the earth. As you can imagine, eliminating paper can save you money on ink, printing, and other waste. In fact, Yale’s School [...]

So you’ve decided to make some changes in your office. You’ve invested in something called Enterprise Automation (which combines technologies like Document Management Software and Robotic Process Auto[...]

Did you know that 71% of companies choose to end their tax year on December 31st, as opposed to ending their fiscal year on another date. If your company is part of the 71% of companies whose tax year[...]

The decision to go with a Document Management System (DMS) is both simple and complex. It’s simple because you know you have a problem to solve, and that document imaging software is the key to solvin[...]

What do you see when you visualize the future of earth? Is it flying cars? In-home android housekeepers? A scene straight out of The Jetsons? Whatever you think may or may not happen, it’s fun to imag[...]

The accountant is a key player in any business - after all, bad money management often equates to why businesses will fail in their first three to five years.

Did you know that by 2020, an estimated 85% of all customer interactions will be handled without a human agent? According to an article posted on ibm.com, this startling statistic helps build the case[...]