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:

US$500.00

  • 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.

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, United States

Supported Languages

English

Pricing starting from:

US$500.00

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to DocuPhase

Images

DocuPhase Software - Document Management
DocuPhase Software - AP Automation
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DocuPhase Software - Document Management
DocuPhase Software - AP Automation
DocuPhase Software - Workflow Automation

Features

Total features of DocuPhase: 88

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Autofill
  • Barcode / Ticket Scanning
  • Batch Processing
  • Billing & Invoicing
  • Business Process Automation
  • Business Process Control
  • CRM
  • Check Writing
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Content Management
  • Convert to PDF
  • Customisable Templates
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Verification
  • Digital Asset Management
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Recovery
  • File Sharing
  • File Storage
  • Forms Creation & Design
  • Forms Management
  • Fraud Detection
  • Full Text Search
  • Graphical Workflow Editor
  • ID Scanning
  • Image Pre-processing
  • Indexing
  • Information Governance
  • Invoice History
  • Invoice Processing
  • Metadata Extraction
  • Mobile Access
  • Multiple Output Formats
  • No-Code
  • Offline Access
  • Optical Character Recognition
  • PDF Conversion
  • PO Reconciliation
  • Payment Processing
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Project Workflow
  • Real Time Reporting
  • Recurring Payments
  • Reporting/Analytics
  • Search/Filter
  • Task Management
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Vendor Management
  • Version Control
  • Web Forms
  • Workflow Configuration
  • Workflow Management
  • Zone Selection Tool

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Reviews

Overall rating

4.4 /5
(61)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support
4.4/5

Already have DocuPhase?

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Showing 5 reviews of 61
Eri
Overall rating
  • Industry: Insurance
  • 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

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

Harsha
Overall rating
  • 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 iDatix

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

Aaron
Overall rating
  • 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 iDatix

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

Santino
Overall rating
  • Industry: Education Management
  • Company size: 501-1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

DocuPhase Review

Reviewed on 28/5/2022

Pros

Very flexible software with good document management centered features.

DocuPhase makes it easy to collaborate with colleagues on documents.

The software continues to grow into a better productivity tool and future updates should see this trend continue.

Cons

At times the iLink feature has proven to be problematic when it is being used.

Justin
Overall rating
  • 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.

Showing 5 reviews of 61 Read all reviews

DocuPhase FAQs

Below are some frequently asked questions for DocuPhase.

DocuPhase offers the following pricing plans:

  • Starting from: US$500.00
  • Free Trial: Not Available

Please contact DocuPhase directly for pricing details as pricing varies per your specific needs.

DocuPhase has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

DocuPhase supports the following languages:

English

DocuPhase supports the following devices:

DocuPhase integrates with the following applications:

Microsoft Dynamics GP, Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud

DocuPhase offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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