Integrations

Real-time communication between your business processes and your software

Do More With System Integrations

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Work Together, Not Apart

A major pain point that plagues many businesses is the constant transition from one software system to another. DocuPhase’s Enterprise Automation Platform eliminates the need to switch back and forth between different software systems, which will:

  • Sync all your programs, so they speak to each other in real-time
  • Wipe out the need for double or triple entry in other programs, saving you time and errors
  • Allow for a simplified workplace process with uncomplicated access options

Whatever systems you currently are using, our software can connect with yours, making it easy for you to retrieve the data and documents you need.

This Is How We Integrate

Having the DocuPhase integration capability means you won’t miss a beat while working in another program, because DocuPhase allows you to perform searches without leaving the window you’re in.

Integration Benefits

Here are all the conveniences you can expect with DocuPhase’s software:

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Automatic Alerts and Web-Based Status Reporting

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Automatic Entry and Data Validation

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1-Click Searches Within Your Native Software

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Collecting and Routing Related Documents

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Digital Document Capture

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Capturing Web Form Data

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

DocuPhase’s Mail Fetcher tool works with any SMTP server to monitor your inbox and automatically ingest the email 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
Oracle
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DocuPhase’s integration with Oracle helps your business excel in process management by delivering a comprehensive Virtual Workforce. This combined toolset includes user-friendly tools such as workflow automation and document management, 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
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
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.

  • 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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Integrate with DocuSign 

You’ll Never Have to Print Another Contract

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