
About DocuPhase
Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.
Go paperless, manage your content, and automate your business processes to increase your productivity and perform higher-value work.
Accounting Automation - DocuPhase’s accounting automation solution provides you with the tools you need to simplify, organize, and automate all of your accounting processes. Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents.
Document Management - Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Eliminate the endless search for the documents you need to do your job.
Enterprise Automation - An Enterprise Automation Platform can be used to automate processes within any department or team. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!
Pricing starting from:
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to DocuPhase
Key benefits of DocuPhase
Streamline and automate your accounting processes.
Bring together data, content & processes.
Apply digital transformation across your business.
Eliminate the burden of repetitive manual tasks,
Standardize your processes to create consistent workflows that improve accuracy and reduce time to completion.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Markets
United States
Supported Languages
English
Pricing starting from:
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to DocuPhase
Images



Features
Total features of DocuPhase: 118
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Reviews
Already have DocuPhase?
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- Industry: Insurance
- Company size: 1,001-5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software with great opportunities for evolved document management
Reviewed on 2/4/2018
Versatile workflows, easy UI with great intuitive design
Versatile workflows, easy UI with great intuitive design
Pros
I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams
Cons
We have had some issues with upgrades through the past, where the support teams have had issues finding solutions to quite simple bugs that were prominent even before upgrading
Response from Docuphase
Hi Eri,
Thanks a lot for the review. It's been great working with you and the rest of the Bupa team. I'll follow up with you regarding the support concerns as well, because we'd definitely like some feedback on how you feel we can improve there.
Thanks,
Mike Morris
Customer Success Manager

- Industry: Insurance
- Company size: 501-1,000 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly...
Reviewed on 29/3/2018
Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports
Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports
Pros
+ If you need to go paperless, automate operations, or implement Robotic process automation this is the best software in Contemporary Market world.
+ Great solution for document workflow Management.
+ Hyperlink feature on each level of document management is a great feature.
+ Adding Notes and sharing documents via Email management is a nice option to have.
+ Exciting to learn more about Analytics Tool.
Cons
-> Performance: It is taking couple of minutes time to load large documents (No Performance issues on small files).
- Would like to know if Search function has option to add best bets on Global Search
-> Once we select the application, it would be good if we have a search option in that particular application level (like Global Search).
-> Being able to understand It as an emerging company, Would like to see if there is more scope for Employee Collaboration on sharing ideas like a Message Chatting tool within DocuPhase to share and discuss about the document management.
-> Hyperlink feature on each level of document management is a great feature, would love it more if this hyperlink feature is also in Workflow history management level to make administrator's Job Easy down the years on a given document history.
Response from Docuphase
Hi Harsha,
Thank you for the review, and for the kind words. I know that our teams have been trying to get together for some additional projects lately, and I'll fold some of these suggestions into those conversations.
There's a lot of really great suggestions in your response as well, and we'll take those seriously. I'll pipe them back in to our product team so that we can game plan some of those enhancements internally. In the meantime, you can always submit your own enhancement requests here:
https://docuphase.ideas.aha.io/
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
The program is very useful, but when there is a problem that I can't solve in-house, it's...
Reviewed on 29/3/2018
Saving time, providing all of our hard-copied data at our fingertips digitally.
Saving time, providing all of our hard-copied data at our fingertips digitally.
Pros
Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time
Cons
iLink is EXTREMELY temperamental - at best - and works only 10% of the time. When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request .
Response from Docuphase
Hey Aaron,
I'm sorry to see your support rating. We pride ourselves on the nature of our support, and would hate to feel as though you're unsatisfied. I've been chatting this over with some other resources internally, and we'd like to pick your brain later this week about ways you feel as though we could improve. Expect that we'll follow up with you this week regarding your concerns, and then put measures in place to improve.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Government Administration
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Somersworth Housing Authority
Reviewed on 28/12/2022
so far, your customer service has been able to do a conference call with me and our IT dept so that...
so far, your customer service has been able to do a conference call with me and our IT dept so that we can update changes to our system to match your changes to get us back up and running.
Pros
The software is fine, but when your company does updates and changes to your system, you need to contact the customer so that we can alert our IT departments to coordinate with you to make the same changes on our end. This has happened a few times in the last few months and it is extremely frustrating when we can not see what is scanned because of updated changes done by you without us knowing.
Cons
when you make updated changes to the system that effect our using the program on our end.
- Industry: Primary/Secondary Education
- Company size: 1,001-5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing System - Transformed the way we do business!
Reviewed on 18/7/2021
The flexibilty within the system makes this software a best in class solution! We continue to...
The flexibilty within the system makes this software a best in class solution! We continue to develop forms to automate workflow approvals, and the best part is when a web form is created and approved via the worflow process the data is archieved automatically.
Pros
The ability to customize this product to our needs. From soup to nuts this system can provide a solution to automate, authorize and archive every document you can imagine. It is very rare that you find a document management software that not only meets the needs for compliance in archiving documents but also provides workflow managment and digital signature. All of the features this systems offers makes it a true system solution.
Cons
I am not sure I have a one. The software exceeds my expectations.
DocuPhase FAQs
Below are some frequently asked questions for DocuPhase.Q. What type of pricing plans does DocuPhase offer?
DocuPhase offers the following pricing plans:
- Starting from:
- Free Trial: Not Available
Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.
Q. Who are the typical users of DocuPhase?
DocuPhase has the following typical customers:
11-50, 51-200, 201-500, 501-1,000, 1,001-5,000
Q. What languages does DocuPhase support?
DocuPhase supports the following languages:
English
Q. Does DocuPhase support mobile devices?
DocuPhase supports the following devices:
Q. What other apps does DocuPhase integrate with?
DocuPhase integrates with the following applications:
Microsoft Dynamics GP, Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud
Q. What level of support does DocuPhase offer?
DocuPhase offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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