Business Process & Accounting Automation

Simplify your workflow and keep your team happy.
DocuPhase Business Process Automation

Digitally transform your business with workflow automation and integrated payment solutions.

icon-doc-management
Document Management

Digitally store and secure your data with advanced search and accessibility features that keeps your documents at the tip of your team’s fingers.

 

icon-accounting-info
Accounts Payable Automation

Streamline your Accounts Payable (AP) process with rules-based routing, email approvals, and automatic 3-way matching.

 

 

icon-ach-validation
Accounts Receivable Automation 

Strengthen cashflow, reporting, and reconciliation efforts with an intuitive payment portal and flexible customer payment and communication options.

icon-automation
Workflow Automation

Replace your manual file sharing procedures with rules-based, drag-and-drop workflows. Automatically route important data throughout any department for increased visibility and collaboration. .

 

icon-payment-automation
Vendor Payments

Regain control over your cashflow and reduce payment errors by automating payments to vendors using their preferred methods.  

 

 

icon-iso-payment
Customer Payments

Get paid faster by providing your customers with frictionless payment options that help them pay their bills the way they want.

 

 

 

icon-ocr
OCR Technology

Capture, extract, and validate data from incoming documents in just seconds, reducing the risk of costly human error while getting more done in less time 

 

icon-webforms
Web Forms

Replace paper forms and pdfs with an easy-to-use, no-code web form builder. Completed forms can be directly routed to your team to kick off a process or stored in your document management system.

 

YOUR DIGITAL TRANSFORMATION STARTS HERE

Business automation that scales with your needs.

Asset 1

 

A PARTNER YOU CAN TRUST

Helping businesses across multiple industries for 20+ years.

DocuPhase has been a leader in enterprise automation software and payment solutions for more than 20 years, helping businesses across multiple industries automate their business processes and improve their ROI. Replace costly manual processes with powerful rules-based software configured to meet your company’s unique needs and goals. 

Learn more
Trusted by
  • Raymond-James-Financial
  • lockheed-martin
  • bupa-gray
  • Goodwill-Logo-Grey
  • Girl-Scouts-BW
  • download

 

CUSTOMER HIGHLIGHT

"Our net income is up, we are able to do more with less, and Goodwill is growing."

- ED O’KELLEY, Senior Director of Technology Solutions, Goodwill

Learn how Goodwill Industries of Middle Tennessee revolutionized their document management, HR, and payroll processes  with DocuPhase and experienced over $100,000 in annual savings and a 25% reduction in time spent on paperwork. 

Dot_CS-GW

We have used DocuPhase for at least 10 years. We no longer have to go to the attic or retrieve a file and manually search through the file for the document. It is there at your fingertips with a few keystrokes. 

— Everette B., Attorney at Law

Awesome! Great supporting team! Would highly recommend! If you need to go paperless, automate operations or implement Robotic Process Automation, this is the best software on the market today.

— Harsha V., Sharepoint Administrator

Easy-to-use with first-class features. Straightforward to implement and use. Staff with no programming knowledge can make changes to workflows... This product has saved us thousands!

— Sean C., Business Process Consultant
WE PLAY WELL WITH OTHERS

Work the way you want with the ease of integrations.

Ensure data consistency and visibility across your organization within the system of your choice. DocuPhase offers deep integrations with hundreds of ERP providers including Netsuite, Dynamics, GP, and more.

Newly input or edited data is pushed out to all linked systems in real-time, eliminating the need to log in and update files across multiple applications..

Learn more
15082_illustration-logos

 

AP Software Evaluation

 

FIND THE PERFECT AP PARTNER

AP Automation Software Evaluation Guide

Our latest ebook gives you a head start on your digital transformation.  Uncover tips, tricks, and checklists to help you identify your AP automation needs, prepare for conversations with vendors, and evaluate potential software partners.  

Get the guide

 

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.

From Our Blog

Read More

Tech Companies are Cutting Their Headcounts: Here's How Automation Keeps Your Workforce Safe

By | on 18, Nov 2022 |

The latest reports hitting the headlines are mass layoffs in the tech industry.  The COVID-19 pandemic caused a huge upswing in demand for tech soluti...

Read More

Hiring Déjà vu: Navigating “The Great Return”

By | on 04, Nov 2022 |   Document Management

HR teams are trading “welcome” for “welcome back" as familiar faces rejoin former teams. Here’s how document management solutions help HR professional...

Read More

Are We Really in a Recession? Here’s Why it Matters Less to Businesses That Leverage AP Automation

By | on 14, Oct 2022 |   Accounting AP Automation

We’re all feeling the effects of economic uncertainty right now.  The nation is giving mixed signals, like a decreasing unemployment rate coupled with...

View Blog