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!

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.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Analytics dashboard page to view employee efficiency
Document Management system to store and edit documents
Web forms to connect data between customers, employees, and vendors
Work Item to store and document past expenses
Work Queue page that allows employees to assign themselves a task
View 6 more
DocuPhase video
DocuPhase video
DocuPhase video
DocuPhase screenshot: Analytics dashboard page to view employee efficiency DocuPhase screenshot: Document Management system to store and edit documents DocuPhase screenshot: Web forms to connect data between customers, employees, and vendors DocuPhase screenshot: Work Item to store and document past expenses DocuPhase screenshot: Work Queue page that allows employees to assign themselves a task

Features

Total features of DocuPhase: 93

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • 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 Software
  • Change Management Software
  • Check Processing
  • Check Writing
  • Collaboration Tools
  • Collections Management
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Content Management System (CMS) Software
  • Convert to PDF
  • Customizable Templates
  • Data Capture and Transfer
  • Data Extraction Software
  • Data Import/Export
  • Data Replication
  • Data Verification
  • Digital Asset Management Software
  • Document Capture
  • Document Classification
  • Document Generation Software
  • Document Imaging
  • Document Management Software
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Electronic Signature
  • Email Management Software
  • Fax Management
  • File Conversion
  • File Recovery
  • File Sharing Software
  • 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 Software
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Project Workflow
  • Recurring Payments
  • Reporting/Analytics
  • Search/Filter
  • Task Management Software
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Trend Analysis
  • Vendor Management Software
  • Version Control
  • Visual Workflow Management
  • Watermarking
  • Web Forms
  • Workflow Configuration
  • Workflow Management Software
  • Zone Selection Tool

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Reviews

Overall rating

4.4 /5
(47)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support Software
4.3/5

Already have DocuPhase?

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Showing 5 reviews of 47
Eri I.
Overall rating
  • Industry: Insurance Software
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great software with great opportunities for evolved document management

Reviewed on 02/04/2018

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

Christy V.
Overall rating
  • Industry: Telecommunications
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Training and support is invaluable

Reviewed on 05/08/2020

There are a few processes that have had a major impact for us. We have automated our onboarding...

There are a few processes that have had a major impact for us. We have automated our onboarding processes, this ensures that all required documents are not only received, but reviewed and approved. We have reduced our email burden tremendously, so we spend less time reviewing emails to determine what info we need. DocuPhase is by far the best document management system I have seen, because it goes beyond the document and manages processes. If you want to see how really inefficient your processes are, implement them in DocuPhase. Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.

Pros

The most valuable feature to me is the ability to create or change a process with very little time and expertise involved. I am not a computer programmer, but I manage the DocuPhase system for the entire organization with very little effort. A process can be created, implemented and tested in just a few hours, depending on the complexity of the process. Forms can be created and amended faster than you could change and distribute a pdf form. Also, I know if I have any issues I can call DocuPhase with anything and they're right there to help. I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with. The team has helped us work through our processes and ideas to get them implemented and did not charge us a fortune in programming fees. We have been able to work remotely through the pandemic across multiple offices, largely due to DocuPhase. We have access to all documents, we are able to upload images and continue to collect signatures. Our purchasing is automated for approvals and budgeting, so it requires very little follow up. DocuPhase is by far my favorite tool to work with because I am able to do so much with it to improve many areas.

Cons

I would like to see easier troubleshooting. Since I am not an IT person, I don't really delve into the deep database stuff. However, when I get an exception error or something like that, I really struggle trying to find the error. It's usually something simple, but I feel like I'm trying to find it blind. It would be helpful if the system told you why the error happened, without having to search everywhere for it.

Response from Docuphase

Thank you so much for your feedback! We are happy that you are satisfied with the system. Your comment on exception troubleshooting is being passed on to the team. Thanks again!

- DocuPhase Customer Succes Team

Aaron S.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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 29/03/2018

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

Harsha V.
Overall rating
  • Industry: Insurance Software
  • Company size: 501-1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly...

Reviewed on 29/03/2018

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

Verified Reviewer
Overall rating
  • Industry: Religious Institutions
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Fairly powerful, easy to organize files but difficult to set up and high learning curve

Reviewed on 29/03/2018

Pros

The ability to link files across applications is great. You can click on a PO number and view the PO, any invoices related to the PO, and any receipts that individuals have scanned in.

Cons

Browser compatibility is not great, many of the features are only available on IE, and must be set up in a specific way. Also, the mobile app used for scanning receipts has not been updated in a long time, and it does not work with iOS 11.

Response from iDatix

Hello,

Thanks so much for the review, and for reaching out. We'd love to chat regarding the browser compatibility, as I think you're on an older version and we can introduce you to the HTML5 viewer, which works across all modern browsers. Let's chat and see if that's a good fit.

[email protected]

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Showing 5 reviews of 47 Read all reviews

DocuPhase FAQs

Below are some frequently asked questions for DocuPhase.

We do not have any information about DocuPhase features

DocuPhase has the following typical customers:

11-50, 51-200, 201-500, 501-1,000, 1,001+

DocuPhase supports the following languages:

English

DocuPhase supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

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 Software, Phone Support, 24/7 (Live rep), Chat

Related categories

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