# onPhase Reviews **Vendor:** onPhase **Category:** [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) **Average Rating:** 4.5/5.0 **Total Reviews:** 88 ## About onPhase onPhase is a modern AP and Payments automation platform designed for the office of the CFO. Unlike traditional AP tools that stop at invoice approvals, onPhase is a true end-to-end platform. From data capture to payment and everything in between, AP and AR teams are able to gain better insights to approvals and their bottomline. onPhase's robust AI learns on its own, with no complex training required. It quickly captures and processes financial data, while a human-in-the-loop review ensures every detail is accurate before it reaches your team. This powerful combination gives you speed, precision, and peace of mind with up to 98% accuracy. onPhase is built for finance teams that want more than automation. It helps eliminate repetitive tasks, reduce risk, and gain real-time visibility into cash flow. And because payments are fully integrated, you can go from invoice to settlement without jumping between systems. With built-in document management and customizable online forms, finance teams can simplify vendor onboarding, streamline internal requests, and keep records organized—all from one platform. No scattered files, no messy email threads, no extra tools to manage. Whether your team is scaling fast or just ready to stop chasing paper, onPhase gives you the flexibility to work smarter, not harder. It is automation made for real finance teams, built to grow with your business and keep everything moving forward. ## onPhase Pros & Cons **What users like:** - Users find onPhase to be **intuitive and easy to use** , significantly streamlining their invoice processing experience. (21 reviews) - Users praise the **excellent customer support** from onPhase, highlighting quick responses and helpful solutions for their needs. (8 reviews) - Users appreciate the **time-saving capabilities** of onPhase, enhancing efficiency in the AP process and invoice management. (8 reviews) - Users appreciate the **easy navigation** of onPhase, enjoying a stress-free experience with its intuitive interface. (7 reviews) - Users value the **efficiency** of onPhase, enabling effective processing with fewer team members and streamlined workflows. (7 reviews) - Users appreciate the **automation of document workflows** in Docuphase, significantly enhancing efficiency and collaboration. (6 reviews) - Intuitive (6 reviews) - Easy Setup (5 reviews) - Paperless Process (4 reviews) - Customer Satisfaction (3 reviews) **What users dislike:** - Users experience significant **workflow issues** , as complex tasks often require IT assistance rather than simplified tools. (4 reviews) - Users report a steep **learning curve** due to site errors and insufficient training for new users. (3 reviews) - Users find the **missing features** in OnPhase, such as invoice notes and EDI visibility, quite limiting and inconvenient. (3 reviews) - Users experience **project delays** that hinder efficiency, extending timelines and complicating the implementation process. (3 reviews) - Users find the **complicated reporting** process tedious, often requiring IT intervention instead of easier workflows. (2 reviews) - Users face **lack of guidance** , requiring IT for complex workflows and experiencing site errors and inadequate training. (2 reviews) - PO System Issues (2 reviews) - Connectivity Issues (1 reviews) - Deletion Difficulty (1 reviews) - Integration Issues (1 reviews) ## onPhase Reviews ### 1. Seamless Invoice Management with Top-Notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kristie B. | Software Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** I like onPhase's very easy-to-use interface, which makes navigating the payable system simple and stress-free. Additionally, the tech support is really awesome, providing great assistance whenever needed. I find the ad hoc reporting quite valuable, as it allows us to customize reports that aren't readily available, making data management more flexible and personalized. The initial setup process of onPhase was also a very easy process for our team. **What do you dislike about onPhase?** Sometimes we have trouble when an employee leaves and our system doesn't update quick enough, so it still goes to that person. However, it's nice that after we update our system, it reroutes the invoice. **What problems is onPhase solving and how is that benefiting you?** I use onPhase for automatic routing and figuring out who needs to approve invoices, ensuring our structured approval system works smoothly. It ensures approvals are correct and timely. ### 2. Information and invoices are easy to access. Most functions are user friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** AMY E. | Purchasing / AP Support, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** There is a history of transactions. This identifies who did what and when. There is a notes section that provides a space for the why. **What do you dislike about onPhase?** Credit Memos / NON-PO invoices cannot reference or be associated with a PO for later look-up. **What problems is onPhase solving and how is that benefiting you?** Matching invoice to Purchase Order and receipts information. This makes processes invoices and approvals of invoices easy. Storage / record of invoices - they are attached to the invoice entry and are retrievable at any time. ### 3. Automation and Centralized Invoices in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Theresa G. | Accounts Payable, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about onPhase?** I like having the automation and all invoices for every branch in one place. **What do you dislike about onPhase?** Slow to load sometimes, but that could be because of our location. **What problems is onPhase solving and how is that benefiting you?** It can process invoices more quickly, which helps me get through more of them in less time. ### 4. Secure and Efficient File Management **Rating:** 5.0/5.0 stars **Reviewed by:** Kaitlyn L. | Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about onPhase?** I appreciate that onPhase has completely eliminated the need for paper files, thus enabling our company to maintain a secure online site where multiple HR members can swiftly access necessary files. This not only enhances our accessibility but also improves overall file management efficiency. I love that we no longer require a locked room to store paper files, which has freed up valuable space and reduced security concerns related to physical files. Additionally, the initial setup of onPhase was very easy, making the transition smooth and hassle-free, which I find particularly beneficial. Overall, these features and ease of use mean I would highly recommend onPhase to others with confidence, as reflected in my willingness to give it a perfect recommendation score. **What do you dislike about onPhase?** I do not dislike anything about onPhase **What problems is onPhase solving and how is that benefiting you?** I find onPhase eliminates paper files, allowing secure site access for multiple HR members quickly without needing a locked room. ### 5. Seamless Document Tracking, Effortless Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Brice T. **Reviewed Date:** November 20, 2025 **What do you like best about onPhase?** I love how onPhase simplifies document management, allowing us to track multiple documents and work orders seamlessly without excessive paper use. It's particularly noteworthy how easy it is to trace both new and old documents. The intuitive nature of onPhase is a significant advantage—I was able to learn the software effortlessly from my first day at work, highlighting its user-friendly design. Additionally, I really enjoy how onPhase facilitates seamless document filing and retrieval, which makes accessing older documents incredibly straightforward. Its modern and seamless technology compared to our previous system, Treeno, was a compelling reason for us to switch, indicating a substantial upgrade in operational efficiency and user experience. **What do you dislike about onPhase?** I dislike how I didn't know about this software sooner! **What problems is onPhase solving and how is that benefiting you?** I use onPhase to easily track client documents and work orders, reducing paper use. It's seamless for filing and retrieving documents, making our workflow efficient and organized. ### 6. Seamless Automation and Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kristie B. | Owner, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about onPhase?** I really like how user friendly onPhase is. It's easy to navigate and makes managing tasks a lot simpler. Additionally, I appreciate that their technical support team is very quick to respond whenever I have any issues. Working with both our team and their technical support during the initial setup was very simple, which smoothed the transition process. **What do you dislike about onPhase?** I don’t have anything **What problems is onPhase solving and how is that benefiting you?** onPhase automates our complex invoice approval process, handling different sites and tiers efficiently. It's user-friendly with fast technical support. ### 7. Exceptional Support and Timely Solutions from OnPhase **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley M. | Supervisor Title Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** The OnPhase team has been extremely helpful in working with us to identify the best solutions to improve our team's programming and overall performance. Their quick responses and ability to meet deadlines have played a significant role in the success of our business. **What do you dislike about onPhase?** I don't have any negative feedback regarding the OnPhase team. **What problems is onPhase solving and how is that benefiting you?** The OnPhase team is introducing a workflow change for one of our projects to help optimize the recording process and accelerate our turnaround times with county recording. ### 8. Streamlined AP Automation with Great Visibility **Rating:** 4.0/5.0 stars **Reviewed by:** Undral E. **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** I really like the visibility of invoices at all stages with onPhase. It helps me know where an invoice is at a certain state, which was a big issue before since we didn't know whether we received the invoice or if there was just a delay. Setting up onPhase was pretty easy, and I loved the implementation consultant we worked with. **What do you dislike about onPhase?** EDI failed invoices need better visibility. We need a dashboard so you can see what invoices failed EDI. **What problems is onPhase solving and how is that benefiting you?** onPhase solves outsourcing AP functions and delayed invoice posting issues. It provides visibility of invoices at all stages, so I know where an invoice is at a certain state, eliminating previous uncertainties about receiving them. ### 9. Easy To Use **Rating:** 5.0/5.0 stars **Reviewed by:** Sydnea H. | Medicaid Billing Secretary, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about onPhase?** DocuPhase purchased the service we have been using for years. It has been a seamless transition and they have provided much needed updates to the program. Their support team is easy to reach out to as well. **What do you dislike about onPhase?** During some updates the user settings did reset. **What problems is onPhase solving and how is that benefiting you?** Transferring information securely. ### 10. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2024 **What do you like best about onPhase?** The ability to store files electronically and accessibility. **What do you dislike about onPhase?** I do not have any dislike. Everything is great. **What problems is onPhase solving and how is that benefiting you?** We’ve eliminated the need to store hard copies of documents in file cabinets. We also no longer require a locked room or file cabinets to keep paper files, which has freed up valuable space. ### 11. Easy and reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Christi S. | Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2025 **What do you like best about onPhase?** OnPhase is incredibly user-friendly, with an intuitive interface that makes navigation a breeze. The program is straightforward and self-explanatory, ensuring a smooth experience. Whenever issues arise, their responsive support team is always ready to assist and find solutions. Beyond its ease of use, OnPhase is highly reliable; I've never encountered crashes or any technical problems. Additionally, I feel confident in the security of my information, knowing it's well-protected. **What do you dislike about onPhase?** One drawback of OnPhase is the lack of a feature to add notes. This becomes particularly inconvenient when approving invoices, as I often need to include additional information or comments, but there's no option to do so. **What problems is onPhase solving and how is that benefiting you?** OnPhase effectively addresses the need for a user-friendly and reliable invoicing system. Its intuitive interface and straightforward navigation make managing invoices hassle-free. The program's stability ensures that I never experience crashes, which saves time and reduces frustration. Additionally, the robust security measures give me peace of mind, knowing my information is well-protected. Although the lack of a note-taking feature is a minor inconvenience, the overall benefits of ease of use, reliability, and security significantly enhance my workflow. ### 12. Seamless Integration and Outstanding Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Bill V. | Cash Applications Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** the useability of the software. It integrates seamlessly with our exceed program **What do you dislike about onPhase?** i have not come across a downside as of yet **What problems is onPhase solving and how is that benefiting you?** it makes it easier to coordinate our documents needed to process payments and refunds ### 13. Effortless Invoice Management with onPhase **Rating:** 5.0/5.0 stars **Reviewed by:** Amy G. **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** I really like onPhase's great advanced search function. It makes it easy for me to locate and review invoices by vendor, date, etc. The initial setup was also very easy. **What do you dislike about onPhase?** Nothing specific **What problems is onPhase solving and how is that benefiting you?** I use onPhase for invoice management and approvals. It solves the problem of easily locating invoices by vendor, date, etc., and offers easy approval workflows. I love its great advanced search function—it makes it easy to locate and review invoices. ### 14. User-Friendly Platform for Effortless Invoice Management **Rating:** 4.5/5.0 stars **Reviewed by:** Debbie B. | Vendor Master Lead, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** That you can upload invoices and search and take care of issued invoices all in the same place. Very user friendly **What do you dislike about onPhase?** Nothing that I can think of always works for me and I never loss access to this software, **What problems is onPhase solving and how is that benefiting you?** I have not had any issues with this system at this time and that is one thing that I love about the product ### 15. Credit memo and invoices **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** I have found that the way onPhase seperates documents such as invoices and credits helps enormously by helping to distinguish between the two. **What do you dislike about onPhase?** Timeouts, I sometimes find that I time out if I have a large amount of documents selected, though I have seen an improvement in this. **What problems is onPhase solving and how is that benefiting you?** Getting invoices to vendors a whole lot faster than our previous system. ### 16. Great Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** The ease of finding invoices and the ease of invoice approval **What do you dislike about onPhase?** Everything is good; however, I would say it would be great if iPayables/Docuphase could take excel and word documents as attachements within the AP Automation **What problems is onPhase solving and how is that benefiting you?** Docuphase helped us with the manual invoice approvals via emails and via hard copy paper inovices. Now it is all electronic within iPayables/Docuphase ### 17. Fast and Reliable for Invoice Processing **Rating:** 4.0/5.0 stars **Reviewed by:** Mary B. **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** I find onPhase great, especially its speed of processing, which is really valuable for handling invoice payments and saving time. **What do you dislike about onPhase?** does not always process all the invoices scanned in **What problems is onPhase solving and how is that benefiting you?** I use onPhase for invoice payments; its speed of processing saves me time. ### 18. Great software; highly recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos F. | Office Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about onPhase?** It's pretty straightforward to use, and there are lots of great features! Customer service is always friendly and responds really quickly. I use the software daily to organize files and create workflows for other employees to do their part. **What do you dislike about onPhase?** I wish they would allow you to delete pages of a document. They used to have this feature within the software, but then there was a bug, and no resolution was ever found. **What problems is onPhase solving and how is that benefiting you?** They keep all of our files organized and cloud based so we have access from anywhere we need. ### 19. Great option if you need specialization or outside the box thinking **Rating:** 4.0/5.0 stars **Reviewed by:** Katie G. | Accounting Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** Working with the engineers is always amazing. They are smart, quick, helpful, and want to do a great job. **What do you dislike about onPhase?** Implementation was slow and laborious. The project managers seem to be overloaded and have a really hard time getting back to you. What we thought would be a three month process took over 9 months. **What problems is onPhase solving and how is that benefiting you?** onPhase directly integrates with our ERP system. We now OCR our invoices, three way match through econnect, and use their payment portal. They have made individualized connections for us to upload from our expense system and are always helpful in coming up with solutions. ### 20. OnPhase is a great tool for document management **Rating:** 4.0/5.0 stars **Reviewed by:** Kylie P. | Credit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2025 **What do you like best about onPhase?** I like the workflow options. I like the multiple different cabinets. I like that we can give certain people limited access. **What do you dislike about onPhase?** I wish there were a way to run reports a bit easier **What problems is onPhase solving and how is that benefiting you?** Doument storage ### 21. Great program, able to pair with any platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie Jo H. | Deputy Treasurer, Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** I can't say enough positive things about our sales rep, Iain, and our implementation and support team Ryan, Gil, and Megan! The fact that I know their names and they know mine, and I can still access them when I have questions or need ideas for solutions on another challenge as we learn their products- is a refreshing change from most software companies I deal with. I have both the workflow forms/tools, and document storage for our Public School District. I love that I can use this software independently of our archaic (we are talking DOS based) systems, or with a State-wide software program that isn't the easiest to navigate. We were able to use Docuphase products to take our paper systems digital as our district has grown, and have really revolutionized how we can communicate securely with parents and stay HIPAA and FERPA compliant. Their team assisted me with School Board approval, was available in real time virtually to assist if the community or staff had questions, and recorded our personalized training sessions so we could refrence them as new staff onboards. **What do you dislike about onPhase?** The biggest challenges I had early on were that the workflow tools were originally designed to let you be your own tech help. With the incredibly diverse responsibilities required of my position, that was not always the best solution for me. The team at Docuphase listened to my frustrations, and built a support package around my needs that was still cheaper than paying me to learn the back end of the system. They have been a great partner to work with, they save our district time and money, and are willing to put customer feedback into action with updates and additional support tiers as needed. **What problems is onPhase solving and how is that benefiting you?** Docuphase is solving our paper to digital battle as Public School Corporations are a mix of both. And the time consuming burden of reconciling credit card charges with our accounting software. ### 22. FAST, EASY & RELIABLE **Rating:** 5.0/5.0 stars **Reviewed by:** jenny p. | Accounts Payable Cordinator, Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** One of the key benefits of Docuphase is its search and visibility features, which make it easier to manage and retrieve documents quickly. With Docuphase, users can: Search and Retrieve Documents: You can search through a vast database of scanned documents, invoices, contracts, and other records based on keywords, metadata, or content. This improves productivity and reduces the time spent manually sorting through files. Access Everything in One Place: Whether you're looking for financial reports, HR documents, or client contracts, Docuphase allows you to access everything from a centralized platform. This is particularly useful in environments with large volumes of paperwork. Improve Efficiency: Because all documents are stored digitally, you can view them instantly from any device with internet access. This helps streamline operations and enhances collaboration between teams or departments. Document Workflow: Docuphase automates document routing and approval workflows, which can improve the efficiency of business processes like invoicing, purchase orders, or employee records. **What do you dislike about onPhase?** I have not found anything that I do not like about the new update. **What problems is onPhase solving and how is that benefiting you?** Saving the amount of paper on my desk & allows me to work remotely. ### 23. Getting it Right **Rating:** 4.0/5.0 stars **Reviewed by:** CARRIE L. | AP MANAGER, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** I like that you can have all your invoices in one place and have users that can login and view. It can be a pain when you are constantly having to send copies to your processors, so this gives them that access. **What do you dislike about onPhase?** Sometimes there is a lag when denying and re-fliping invoices. **What problems is onPhase solving and how is that benefiting you?** We had a lot of problem solving that had to be done, but we are now on the right track. ### 24. Effortless Invoice Processing Made Simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** It is easy to process the invoices with our software **What do you dislike about onPhase?** Sometimes when we enter an invoice it does not detect if it is a duplicate. **What problems is onPhase solving and how is that benefiting you?** na ### 25. Effortless to Use and Great for Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about onPhase?** Ease of use, great support, appreciate the weekly cadence calls **What do you dislike about onPhase?** Integration issues with our outdated ERP system **What problems is onPhase solving and how is that benefiting you?** We now will have a centralized AP system ### 26. Unlimited Potential with OnPhase_SAM, LLC **Rating:** 5.0/5.0 stars **Reviewed by:** Cheri B. | Vendor Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** Is not a standalone product offering, utilization is company & departmental wide, single source/platform or truth, linked information within platform, easy to navigate, On Phase implementation team has been great support, integration with current platforms used. **What do you dislike about onPhase?** No downsides found, only opportunities to keep advancing as customers bring needs and ideas forward. **What problems is onPhase solving and how is that benefiting you?** Vendor and managed location data and document housing, billing, payment ### 27. Nice Workflow Product **Rating:** 4.0/5.0 stars **Reviewed by:** Teresa P. | Systems Analyst / Programmer, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** The onPhase workflow solution is a powerful, low code solution with a lot of flexibility. You can create dynamic forms and routing. **What do you dislike about onPhase?** There is no parallel processing withing the workflow. It requires some creative workarounds to resolve committee approvals. **What problems is onPhase solving and how is that benefiting you?** We are using onPhase to replace all of our paper forms. ### 28. Easy to use interface **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah F. | HR Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** I love being able to upload documents into the system easily. The interface is easy to use and self explanitory. **What do you dislike about onPhase?** We only use one part of DocuPhase, so there is not much that I don't like. **What problems is onPhase solving and how is that benefiting you?** Document storage ### 29. Review for onPhase **Rating:** 3.5/5.0 stars **Reviewed by:** Jamie B. | Sr. Accounts Payable Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** I feel the best features in onPhase are the many ways to search for items. **What do you dislike about onPhase?** There is usually a lag/down time, circling. onPhase just can't handle too many users or operations at one time. **What problems is onPhase solving and how is that benefiting you?** No more paperwork! ### 30. Onphase **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** Ability to lessen the paper usage and view invoices electronically. Sets an approver process in place and streamlines the AP process. **What do you dislike about onPhase?** Site errors, lack of professional and technical training for new users. **What problems is onPhase solving and how is that benefiting you?** Getting away from manual AP processes that involves heavy paper. We now can see invoices electronically and also show an audit trail of approvers. We like the ability to view past documents up electronically. ### 31. Great software **Rating:** 5.0/5.0 stars **Reviewed by:** Kara M. | AP Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2025 **What do you like best about onPhase?** Ease of use and the ability to locate invoices and other items when doing research. **What do you dislike about onPhase?** Sometime there is a delay in searching for items. **What problems is onPhase solving and how is that benefiting you?** Does not apply ### 32. Great interactive experience **Rating:** 5.0/5.0 stars **Reviewed by:** Maegan G. | Accounts Payable Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** My company is in the onboarding process of onPhase, but they have catered to our abstract wants and need and provide wonderful, interactive training to ensure we have the system set up exactly to how it will work for our company. **What do you dislike about onPhase?** We have not encountered anything to dislike! **What problems is onPhase solving and how is that benefiting you?** Missing invoices in the shuffle, ease of access to workflows of all incoming invoices. ### 33. Workflow system **Rating:** 4.0/5.0 stars **Reviewed by:** Teresa P. | Systems Analyst/Programmer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** We use the workflow product from Docuphase. I have found that it is a very powerful product that connects to our multiple databases and also to Microsoft Sharepoint. The software is intuitive and easy to use. The customer support is good. **What do you dislike about onPhase?** Although it is touted as low-code or no-code workflows, most of our workflows are complex and must be created by IT using javascript instead of the rule builder. **What problems is onPhase solving and how is that benefiting you?** We are moving all of our paper processes to workflows for more effecient processing and better accountability. ### 34. onPhase has helped us pay our vendors in a timely fashion. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** onPhase is easy to use and speeds up our AP process getting our invoices to the correct department faster than ever. **What do you dislike about onPhase?** It took a bit to set up initially but was well worth the effort. The onPhase team was was there to help us every step of the way. **What problems is onPhase solving and how is that benefiting you?** Getting invoices to the proper location and department quickly. ### 35. Additional Training **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** I spend less time processing payables invoices and cutting checks. **What do you dislike about onPhase?** Stopping a payment. The process is a long one. **What problems is onPhase solving and how is that benefiting you?** I am getting more training on the product and reports. Learning to navigate through the product. It is capable of so much and I am not sure how to do it all. ### 36. Happy user! **Rating:** 4.5/5.0 stars **Reviewed by:** deisy m. | Respestionist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** I use onPhase everyday at work I love it and its a great way to share and look up files. Our school's admin and staff are very happy with using this site! **What do you dislike about onPhase?** the website URL for login is sometimes hard to find when searching on Google. **What problems is onPhase solving and how is that benefiting you?** N/A ### 37. DocuPhase makes it easy and fast to process invoices,. **Rating:** 4.5/5.0 stars **Reviewed by:** Joana R. | Payroll Clerk/Fiscal Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** I use DocuPhase on a daily basis an it makes it easy and fast to process invoices and get vendors paid in a timely mmaner, it is also a great tool for documentation purposes. **What do you dislike about onPhase?** I have no bad things to say about the platform, other than duplicate invoices... it has gotten better over time.. **What problems is onPhase solving and how is that benefiting you?** Before we had DocuPhase all of our invoicing was don ein paper, after inplementation it has been life changing beacuse it makes the porcess faster and earsier to track invoices and payments. The platform is also verry easy to navige and to use. Anyone can be an expert within a few hoiurs of use. ### 38. Simple & User Friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley B. | Office Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** Everything seems to be in the perfect spot. Documents and submit and everything is just laid out so well there's definitely an ease of using. **What do you dislike about onPhase?** Honestly, this is the best invoice processing service that I've used. I've never had any problems, never had to reach out to customer support. And I'm frequently using DocuPhase, it's great. Again, very user friendly! **What problems is onPhase solving and how is that benefiting you?** It's making processing invoices so much simpler and quicker. ### 39. Great but does have a few issues **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** Ease of use. It is a pretty straightforward process that is intuitive. **What do you dislike about onPhase?** Mostly there are issues on my side. But, I hate the 5 window limit because we have so many to go through. **What problems is onPhase solving and how is that benefiting you?** Approval process for invoices is simple and automated. ### 40. The experience of using onPhase is more efficient than the older more manual way **Rating:** 4.0/5.0 stars **Reviewed by:** Nicholas T. | Senior Investment Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** onPhase helped automate our invoicing process. No more tracking emails. the audit trail is built into onPhase. **What do you dislike about onPhase?** I think the OCR manage services could be better. **What problems is onPhase solving and how is that benefiting you?** Auto coding our accounting into our line items. Less human error when coding invoices. ### 41. System is easy to use. I am able to do searches for past invoices and do edits easily. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2025 **What do you like best about onPhase?** Easy searching for past invoices. User friendly system. **What do you dislike about onPhase?** Good overall, sometimes have to spend a little extra time on edits that I don't do often as I forget them. **What problems is onPhase solving and how is that benefiting you?** Processing a large volume of invoices in a timely manner. ### 42. DocuPhase Has Done Wonders For Our District! **Rating:** 4.5/5.0 stars **Reviewed by:** Alicia R. | Payroll Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** I love the fact of no more lost documents/invoices and the way it keeps a log of all the activity every user makes on each document/folder. **What do you dislike about onPhase?** ​It used to be very slow, but I believe the speed has improved tremendously. **What problems is onPhase solving and how is that benefiting you?** Paperless. No more invoices laying around and/or getting misplaced. ### 43. Love coding invoices on docuphase, so much easier than paper and pencil! **Rating:** 5.0/5.0 stars **Reviewed by:** Laine P. | Facilities and Project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** The ability to access invoices easily and have everything within one system! **What do you dislike about onPhase?** The way the workflow progresses doesn't make much sense, but still love using Docuphase! **What problems is onPhase solving and how is that benefiting you?** Having to do everything on paper and having to keep up with multiple documents. DP allows us to have everything in one system. ### 44. great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Omar C. | dealer support manager, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** very easy to navegate docuphace, very user friendly **What do you dislike about onPhase?** at times the ducuphace goes off line for a few minutes but then comes back online. **What problems is onPhase solving and how is that benefiting you?** docuphace make it easy to keep information about customer and also makes it available to you at your finget tips ### 45. DocuPhase has knowledgeable support and responsive developers that delivered efficiency gains. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** The project team was knowledgeable and demonstrated expertise in understanding our needs. The developers were responsive and adaptable, quickly addressing change requests. DocuPhase has streamlined our processes, saving our AP team time and resources. **What do you dislike about onPhase?** Progress was sometimes slower than expected, with delays in completing tasks. The implementation process was bumpy and required extra effort to get up to speed. **What problems is onPhase solving and how is that benefiting you?** We needed a way to speed up the AP payment process so our vendors received timely and accurate payment. ### 46. ITS GREAT AND MAKES MY JOB EASIER **Rating:** 5.0/5.0 stars **Reviewed by:** nusret p. | logistics coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** dOCUPHASE IS AN EASY TO USE INTERPHASE THAT MAKes my job simple because i can send documents and receive from vendors **What do you dislike about onPhase?** I LIKE EVERYTHING ABOUT IT, THERS NOTHING I WOULD CHANGE. ITS PERFECT THANK YOU **What problems is onPhase solving and how is that benefiting you?** zero problems ### 47. Wonderful AP flow **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy C. | Coupa Systems Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** DocuPhase provides a great system for AP automation. Good flexibility and great customer service. **What do you dislike about onPhase?** Wish we could get some better reporting. **What problems is onPhase solving and how is that benefiting you?** It has removed the paper pushing and allows for instant approval flow changes. ### 48. DocuPhase makes my job easier! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** I love how easy it is to verify invoices using DocuPhase. I can easily spot duplicates and tell if I have made a mistake. **What do you dislike about onPhase?** Sometimes DocuPhase will push invoices through that do not belong on a certain PO. The automated system has a few kinks that need to be worked out! **What problems is onPhase solving and how is that benefiting you?** DocuPhase helps me in weeding out duplicate invoices and helps me spend less time combing through the ledger journal. ### 49. Successfully reduced manual processing of invoices **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about onPhase?** Allowed us to achieve the same level of processing with fewer team members. **What do you dislike about onPhase?** Could utilize more AI integration for automation. **What problems is onPhase solving and how is that benefiting you?** We were faced with several retirements and were able to weather those changes without replacing those positions. Streamlines our approval process. ### 50. We love Docuphase! **Rating:** 5.0/5.0 stars **Reviewed by:** Terri W. | AP Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about onPhase?** Docuphase electronically 3 way matches our invoices and is very reliable. **What do you dislike about onPhase?** I don't have any downsides for DocuPhase. **What problems is onPhase solving and how is that benefiting you?** 3 way match, eliminates manual entry ## onPhase Discussions - [What is DocuPhase used for?](https://www.g2.com/discussions/what-is-docuphase-used-for) - [What is InvoiceWorks used for?](https://www.g2.com/discussions/what-is-invoiceworks-used-for) - [View onPhase pricing details and edition comparison](https://www.g2.com/products/onphase/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+04%3A30%3A19+-0500&secure%5Bsession_id%5D=c20d4e84-bb9a-4360-b6dd-cf969643d6d6&secure%5Btoken%5D=5b72f04da6e0a1673ac895a1a289cffabe98ef955ed315f95a204627558f59a4&format=llm_user) ## onPhase Integrations - [Acumatica](https://www.g2.com/products/acumatica/reviews) - [CDK](https://www.g2.com/products/cdk/reviews) - [Datacor ERP](https://www.g2.com/products/datacor-erp/reviews) - [Dealertrack DMS](https://www.g2.com/products/dealertrack-dms/reviews) - [Dynamics 365 Commerce](https://www.g2.com/products/dynamics-365-commerce/reviews) - [Excede](https://www.g2.com/products/excede/reviews) - [Infor CloudSuite Corporate](https://www.g2.com/products/infor-cloudsuite-corporate/reviews) - [Infor LN](https://www.g2.com/products/infor-ln/reviews) - [Infor M3](https://www.g2.com/products/infor-m3/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - [Multiview ERP](https://www.g2.com/products/multiview-erp/reviews) - [Sage 100 Contractor](https://www.g2.com/products/sage-100-contractor/reviews) - [Sage 300 Construction and Real Estate](https://www.g2.com/products/sage-300-construction-and-real-estate/reviews) - [Sage 500](https://www.g2.com/products/sage-500/reviews) - [SAP Business One](https://www.g2.com/products/key-business-soluitions-sap-business-one/reviews) - [Skyward Student Management Suite](https://www.g2.com/products/skyward-student-management-suite/reviews) ## onPhase Features **Invoice Management** - Capture - Supplier Portal - Repository **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Analytics** - Due Dates - Benchmarking - KPIs **Integration** - Accounting - Payment Integration - ERP **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top onPhase Alternatives - [Stampli](https://www.g2.com/products/stampli/reviews) - 4.6/5.0 (1,912 reviews) - [Tipalti](https://www.g2.com/products/tipalti/reviews) - 4.5/5.0 (399 reviews) - [Yooz](https://www.g2.com/products/yooz/reviews) - 4.4/5.0 (343 reviews)