Verified User in Retail
AR
Verified User in Retail
Mid-Market (51-1000 emp.)
"Great Automation"
5/5
What do you like best about onPhase?

The ease of finding invoices and the ease of invoice approval Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

MB
Mary B.
"Fast and Reliable for Invoice Processing"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

does not always process all the invoices scanned in Review collected by and hosted on G2.com.

Carlos F.
CF
Carlos F.
Office Manager
Mid-Market (51-1000 emp.)
"Great software; highly recommend"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

KG
Katie G.
Accounting Team Lead
Mid-Market (51-1000 emp.)
"Great option if you need specialization or outside the box thinking"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jamie Jo H.
JH
Jamie Jo H.
Deputy Treasurer
Enterprise (> 1000 emp.)
"Great program, able to pair with any platform!"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JP
jenny p.
Accounts Payable Cordinator
Enterprise (> 1000 emp.)
"FAST, EASY & RELIABLE"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

I have not found anything that I do not like about the new update. Review collected by and hosted on G2.com.

CL
CARRIE L.
AP MANAGER
Mid-Market (51-1000 emp.)
"Getting it Right"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

Sometimes there is a lag when denying and re-fliping invoices. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Effortless Invoice Processing Made Simple"
4/5
What do you like best about onPhase?

It is easy to process the invoices with our software Review collected by and hosted on G2.com.

What do you dislike about onPhase?

Sometimes when we enter an invoice it does not detect if it is a duplicate. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Effortless to Use and Great for Teams"
4/5
What do you like best about onPhase?

Ease of use, great support, appreciate the weekly cadence calls Review collected by and hosted on G2.com.

What do you dislike about onPhase?

Integration issues with our outdated ERP system Review collected by and hosted on G2.com.

Cheri B.
CB
Cheri B.
Vendor Relationship Manager
Mid-Market (51-1000 emp.)
"Unlimited Potential with OnPhase_SAM, LLC"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about onPhase?

No downsides found, only opportunities to keep advancing as customers bring needs and ideas forward. Review collected by and hosted on G2.com.