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Accounting Automation

The DocuPhase Enterprise Automation Platform will transform how your work gets done. Our platform integrates with your existing accounting software and is tailored to meet your specific needs. There are no limits to what can be automated!

Accounting Automation Platform

Document Management & Content Management

  • Centralized Shortage
  • Searchable
  • Integrated with Existing Systems

Automated Data Entry (OCR)

  • Invoice Data Capture
  • Automated Document Filing

Business Process Management & Workflow

  • Capture, Reviews, & Approvals
  • Fully Automated Tasks
  • Escalations & Notifications

Web Forms

  • Remote, Web, & Mobile Data Capture
  • Employee, Vendor, & Customer Self-Service

Integration

  • Seamless Functionality Between Systems
  • Augmenting Existing System Functionality

Available Accounting Functions

  • Accounts Payable
    • Invoice Collection & Capture
    • Routing & Approvals
    • 2-3-4 Way Matching
    • GL Coding & Coding Management
    • Invoice Look-up (Within Accounting Systems)
    • Exception Processing
    • Notifications & Escalations
    • Check/Payment Request
    • Final Review Payments
    • Vendor Management
    • Data Sync
  • Purchasing & Procurement
    • Quote Review & Management
    • Purchase Request Forms & Approval Automation
    • Purchase Order Creation
  • Multi-Entity (Multi-Company)
  • Analytical Accounting
  • Customer Self-Service & Portals
  • Credit Memo Processing
  • Accounts Receivable
    • Order Entry & Fulfillment
    • Service Data Collection
    • Complex Transaction Processing
    • Invoice Creation & Delivery
    • Renewals
    • Notifications
  • Collections
  • Expense Reports
    • Receipt Capture
    • Approval
  • Vendor Management
    • New Vendor Set-Up & Approval
    • Vendor Classification
    • Vendor Supply/Inventory
    • Vendor Information Changes
    • Vendor Contracts
  • Financial Period Closing
    • Financial Reviews
    • Segmentation of Duty
    • Journal Entry Process & Approvals
  • Third-Party Management
    • Partner, Reseller, Wholesaler
  • Contract Management
    • Reviews & Approvals
    • Renewals
    • Integrated Invoice/Pricing Review
  • Complex Accounting Flows
    • Custom Accounting Requirements
  • Compliance
    • Process Enforcement
    • Audit Trails
  • Audit
    • Process Testing Reports
    • Limited Auditor Access
  • Analytics & Metrics
    • Process Visibility
    • Productivity & Production
    • Pending Approvals
    • Outstanding Invoice Totals
    • Days to Process
    • Past Due Invoices
    • Custom Dashboards/Views

Enterprise Automation

We believe in the power of automation to transform your organization. Our team has the insights and experience to guide you through the automation process helping you drive innovation into your organization. Our clients excel because of our belief, our knowledge, our experience, and our approach to automation. No one can do it better. You can do more with DocuPhase!

Industries We Serve

Healthcare/Medical

Banking/Finance

Insurance

Manufacturing

PEO/HRO/BPO/Staffing

State and Local Government

Engineering

Information Technology

Hospitality

Legal

Law Enforcement/Prison Management

Education

Property Management

Construction

Non-Profit/NGO

Oil and Gas

Transportation/Railroad

Utilities

And more…

Departmental Operations - How Others Use Automation

Approval Processes

AR/AP/Billing

Purchase Request/PO Generation

Invoice Approval Processing

Case Management and Escalation

Credit and Collections

Expense Report Processing

Travel Request and Approvals

Auditing/Compliance

Automated Data Collection, Extraction and Entry

Website Interaction Robots – Gather or Enter Data

Recruiting and Selection

Employee File Management

HR Onboarding/Application Processing

Certification Validation/Enforcement/Renewal

Performance Review

Title and Loan Processing

Enrollment

Application Review

Underwriting

Funding

Claims Processing

On-Site Inspection/Data Collection

New Patient Enrollment

Patient Record Management

Medicaid/Medicare Billing and Resubmission

Contracts Management

Knowledge Base Management

Training/Licensing/Certification Renewal Processing

Status and Information Change Processing

License/Certification Renewal Processing

Custom Design/Engineering Review

Customer Service

Order Processing & Fulfillment

Support Case Escalations

Client/Vendor Self-Service

Customer Success Dashboards

Project Management

Portals


See DocuPhase in Action.
REQUEST A DEMO


Questions? Give Us a Call.
+1-727-441-8228


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