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!


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.


Reduced Costs

Going paperless reduces wasteful, paper associated costs. The average worker uses over 10,000 sheets of copy paper every year!


Increased Visibility

With greater transparency, management can efficiently monitor processes in real time, to make data-driven decisions.


Build & Deploy

Quickly design, deploy and manage workflows using a drag-and-drop, no-coding template. Proactively drive your business processes whether your workflows are simple or complex.

Your Digital Transformation
Starts Now.

When you optimize loan processing with the DocuPhase Enterprise Automation Platform, you maximize the performance of your entire team. We help you identify and resolve inefficiencies in every aspect of your processes, which in turn allows you to deliver a more efficient and rewarding experience to your customers. Find out how our lending automation solution works, and how it can help you kick off your company’s Digital Transformation.


Process Automation

Power, flexibility, and expandability are just a few of the words our clients use to describe DocuPhase’s drag-and-drop process designer and bot builder. It is their platform for continuous process improvement.


Electronic Web Forms & OCR

Effortlessly capture the data needed to run your business processes, eliminating data entry. Leverage OCR (optical character recognition) to extract key information from documents, email, and more.


Document Management

Take the first step to kicking off your Digital Transformation by going paperless. Exceed customer and employee expectations with our easy-to-use Document Management System.


ERP Integration

Extend the capabilities of your existing systems, while making information available to everyone that needs access. Sync information across all systems, keeping your data accurate and up to date.



Do More with Less

Process more qualified loans each day with Lending Automation.

DocuPhase’s lending automation solution provides you with the tools you need to simplify, organize, and automate all of your lending processes. Our solution can transform each step of the lending process. It will empower your team to:

  • Digitize and Transform Paper-Driven Processes
  • Integrate with Existing Systems
  • Increase Auditability

Learn More

Paperless Loan Processing

Partner with DocuPhase to provide your customers with smart electronic applications.

By automating data entry and syncing DocuPhase with your existing systems, you reduce the risk of manually inputting wrong information or working with out-of-date data. Plus, with electronic files, you’ll never have to track down paper again.

Web forms deliver new applications to your team instantly, so you can provide better service to your valued customers.

Learn More





Financial System Integration

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

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

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!
Read Our Reviews

You're in good company.

  • alimera-sciences
  • lockheed-martin
  • knowbe4-gray
  • bupa-gray
  • sharp-gray