What is Non-profit Automation?

Workflow automation is now as common place as email or remote communications for most private corporations – there’s no reason, it shouldn’t benefit non-profit organizations, as well. Nearly every aspect of how and what you need to run a successful non-profit can be automated in the DocuPhase platform: from fundraising to volunteer management to auditing, and beyond.


Manage Smarter

Automate Donor communications and tracking, as well as Volunteer registration and assignments.


Get More with Less

Use Accounting Automation to exponentially increase productivity, while reducing costs to a fraction.


Ensure Compliance

Setup business rules to make sure the right people are making the right decisions about how your budget is used.


Focus on Fundraising

Stop wasting time on paper-oriented tasks; start using your time on the things that keep your charity running.

Your Digital Transformation
Starts Now.

The majority of time spent running any organization is dealing with documentation of one kind or another, but it’s probably the last thing you want to be doing when there’s more important work to be done to further your cause. Additionally, keeping staff, assignments, and events organized are all time consuming activities. The good news is that all of that can be automated to free you up to focus on what really matters.


Simplified Fundraising 

Workflow automation can facilitate retention and qualification of donors or other processes involved in the Fundraising Cycle. 


Elimination of Unnecessary Costs

Streamlining through automation gives you the ability to stop spending funds on paid staff and office supplies, as well as to reduce costly errors.


Accountability and Visibility

With Accounting Automation and reporting, It’s easy to show how donations are being utilized via our paperless audit trail, and comprehensive reporting.


Donor Information Security

Get multi-level security precautions, along with simple data and document management to reassure Donors that their information is in good hands.


Contract Compliance

Pre-defined workflow triggers give you the ability to make sure that you are adhering to contract stipulations, as well as to prevent you from missing important renewals.



Use Funds Where they Count

Frustrated by overhead?

Use Accounting Automation to reduce staff numbers and conserve resources for more critical tasks:

  • Reduce staff because there’s no longer a need for human intervention at each step
  • Streamline purchasing, accounting, and verification processes
  • Utilize key personnel only for making subjective decisions
  • Expedite work through integrations with your existing ERP system 

Learn more

Simplify Successful Fundraising

Scrambling to coordinate fundraising efforts?

With fundraising as one of the biggest non-profit challenges, get tools to make it as simple as possible:

  • Keep track of what’s working and what isn’t
  • Increase and maintain crucial communications with Donors, Volunteers, and vendors
  • Never miss another campaign deadline or Donor opportunity
  • Save funds & energy for generating buzz and support for your cause

Learn more





Maintain Donors and Their Information

Want to reassure Donors about the use of their information and contributions?

Use DocuPhase to utilize and manage Donor information in a variety of ways:

  • Retain and attract Donors through visibility and transparency
  • Compile and distribute reports that reassure Donors about how funds are used
  • Keep Donor information confidential and secure
  • Manage Donor information with maximum efficiency

Learn more


Let's simplify your business together.

Fill out the form to schedule a discovery call with one of our automation experts today! We can't wait to connect.

Do More with DocuPhase

Partnering with the accounting automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how automation can help your team solve your most pressing process problems, while becoming more organized and consistent in your daily work.


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
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