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System Integration

When your organization uses multiple systems, your team members are forced to spend their valuable time switching back and forth between systems, duplicating work they’ve already done.

Our system integrations will:

  • Allow your team to work with a single platform
  • Eliminate duplicate work and re-entering data
  • Keep your data up-to-date and accurate

DocuPhase delivers a fully integrated Enterprise Automation Platform that connects with your existing programs. Our system integrations eliminate the need for double and triple entry by bridging the gaps between your various software systems. All of your data is up-to-date and reliable, effortlessly.

Are Your Systems Disconnected?

When your systems aren’t integrated, your employees suffer the consequences. Your team is forced to spend time duplicating the same data entry work, and it takes longer for them to find the information they need when they have to look in multiple systems. Switching back and forth between systems is tiring, and it’s an unnecessary waste of time. With DocuPhase’s system integrations, all of your software systems communicate with each other, allowing your data to update in real time, seamlessly.

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Is Your Data Inaccurate?

Without system integration, your manually entered data is less accurate. It’s prone to human error, and it takes longer to be updated. With system integration, data that flows into the DocuPhase platform can be updated across your organization’s various software systems, ensuring that your data is always accurate and up-to-date.

Integrate Your Systems with DocuPhase

Whatever systems you’re currently using, DocuPhase can connect with your existing software systems. Partner with DocuPhase, and see how our system integration:

  • Wipes out the need for double or triple entry in other systems
  • Syncs data across all of your business applications
  • Allows 1-click searches from within your existing programs
  • Validates data entry against existing entries
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We integrate with:

Microsoft Dynamics GP

With DocuPhase for Microsoft Dynamics, your business can associate documents to GP transactions quickly and easily. The DocuPhase platform features advanced functionality that allows you to gain control of the data, documents, and decisions flowing within your business. Our Virtual Workforce allows you to customize workflow so that you can automatically route documents for approval based on your business rules. Scan your paper documents at your convenience, and DocuPhase will automatically associate them with the correct GP transaction. Even non-GP users can review documents and related GP data via their web browser.

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  • Gain one-click, browser-based access to documents within GP
  • Easily capture forms produced by GP
  • Automatically match supporting documents, such as Purchase Requests and Sales Orders
Microsoft Dynamics NAV
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With DocuPhase for Microsoft Dynamics, your business can associate documents to NAV transactions quickly and easily. The DocuPhase platform features advanced functionality that allows you to gain control of the data, documents, and decisions flowing within your business. Our Virtual Workforce allows you to customize workflow so that you can automatically route documents for approval based on your business rules. Scan your paper documents at your convenience, and DocuPhase will automatically associate them with the correct NAV transaction. Even non-NAV users can review documents and related NAV data via their web browser.

  • Integrate directly into Microsoft Dynamics NAV for purchase order and invoice creation
  • Automatically check whether a vendor and invoice exists and alert the user based upon the results
  • Speed up data entry with automatic paper and digital document capture
Microsoft Dynamics SL
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Beyond document capture and storage, DocuPhase for Microsoft Dynamics SL offers a powerful workflow for automating any document-driven business process, including invoice creation and process validation. Our Virtual Workforce will automatically check whether an invoice exists and will alert the user based upon the results. In addition, DocuPhase can be accessed via a web browser, so your non-SL users can get the information they need, whenever they need it.

  • Automatic aggregation and routing of related documents
  • Global document search using keywords or related data
  • Access documents that live in Dynamics SL from a web browser
Microsoft Outlook

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DocuPhase’s Mail Fetcher tool works with any SMTP server to monitor your inbox and automatically ingest the emails and attachments. Users can set up workflows that send any email with attachments to ScanDox, an intuitive capture tool that scans, sorts, and indexes documents, before submitting them to DocuPhase. By automatically routing documents to the DocuPhase platform, employees gain instant visibility to data, putting critical information in the hands of those who need it.

  • Robotic Process Automation that digitizes repeatable, paper-driven processes
  • Simple, web-based association of electronic documents and related data
  • Automatic alerts and web-based status reporting
Intuit Quickbooks
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Beyond document capture and storage, DocuPhase for Quickbooks offers a powerful workflow for automating any document-driven business process. Our Virtual Workforce can query QuickBooks to retrieve data for both indexing and process validation. Best of all, DocuPhase can be accessed via a web browser, so your non-Quickbooks users can get the information they need, whenever they need it.

  • Query QuickBooks to retrieve data for both indexing and process validation
Netsuite
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With DocuPhase for NetSuite, your business can associate documents to NetSuite transactions quickly and easily. Our on-premise or cloud-based solution is browser-based, meaning that your team can access important documents from anywhere with an internet connection. DocuPhase can automatically create completed transactions as you approve and finalize invoices. Advanced capture eliminates the need for tedious data entry. Seamlessly integrate search capabilities into your existing NetSuite program with iLink, which allows 1-click access to related documents. With DocuPhase, you can start in accounting and expand to the rest of your organization, uniting all of your processes under a single solution.

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  • Automate the entry and validation of data
  • Access your documents from anywhere at any time
  • Perform 1-click searches without leaving NetSuite

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Oracle
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DocuPhase’s integration with Oracle helps your business excel in process management by delivering a comprehensive Virtual Workforce. Our Enterprise Automation platform includes powerful robotic process automation and document management tools, allowing your business to follow a predefined process for completing tasks and projects. The integrated workforce fills manual gaps in your business processes, delivering a faster turnaround time, and ultimately reduced costs.
  • Query Oracle to retrieve data for both indexing and process validation
  • Greatly decrease the burden of manual indexing and reduce the amount of data entry errors
Sage
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DocuPhase expands Sage’s functionality to provide more efficient invoice creation and process validation. With this dual workforce, your business will gain secure access to digital documents, without the need to access Sage. In addition, pre-determined workflows will streamline approvals by automatically checking whether an invoice exists and alerting the user based upon the results. Your business will experience the flexibility of indexing documents automatically, freeing up your talented employees for high-value tasks.

  • Integrate directly into Sage for invoice creation and process validation
  • Greatly decrease the burden of manual indexing and reduce the amount of data entry errors
Salesforce
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With DocuPhase for Salesforce, your business can associate documents to Salesforce processes quickly and easily. Our on-premise or cloud-based solution is browser-based, meaning that your team can access important documents from anywhere with an internet connection. DocuPhase can automatically kick off processes based on Salesforce activities. Advanced capture eliminates the need for tedious data entry. Seamlessly integrate search capabilities into your existing Salesforce program with iLink, which allows 1-click access to related documents. With DocuPhase, you can start in any department and expand to the rest of your organization, uniting all of your processes under a single solution.

  • Connect your Salesforce tasks to the DocuPhase Enterprise Automation Platform
  • Perform 1-click searches without leaving Salesforce
  • Automate the entry and validation of data, using integrated electronic forms
SAP
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DocuPhase expands SAP’s functionality to provide more efficient invoice creation and process validation. With this dual workforce, your business will gain secure access to digital documents, without the need to access SAP. In addition, pre-determined workflows will streamline approvals by automatically checking whether an invoice exists and alerting the user based upon the results. Your business will experience the flexibility of indexing documents automatically, freeing up your talented employees for high-value tasks.

  • Query SAP to retrieve data for both indexing and process validation
  • Decrease the burden of manual indexing and reduce the amount of data entry errors

Ready to Start Your Digital Transformation?

Say goodbye to double and triple entry, and juggling multiple software systems. Our team specializes in giving you a seamlessly integrated automation solution. Find out how our system integrations work, and how our team can help you kick off your company’s Digital Transformation.

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Useful Resources

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Why System Integration Is a Big Deal for Your Growing Company

READ ARTICLE

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Go Paperless with Seamless Integration

READ ARTICLE

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How’s Your Digital Plumbing?


READ ARTICLE

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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.