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onPhase

Automate AP, payments, and documents with onphase's AI. Gain control, reduce risk, and stay compliant—without overhauling your entire back office.

Published: 2025/12/24

Introduction

onPhase offers an AI-powered platform designed to automate Accounts Payable (AP), payments, and workflows for growing finance teams. It aims to streamline operations, reduce manual effort, and enhance financial control and compliance.

Key Features:

  • AP Automation: Instantly capture invoices, route approvals with smart, rules-based workflows, and achieve precise matching using 2-way, 3-way, or 4-way intelligence built on AI.
  • Consumer & Supplier Payments: Automate supplier payments and collections with full visibility, sending funds securely via ACH, check, or virtual card while minimizing risk and manual touchpoints.
  • Intelligent Forms & Workflows: Replace paper forms and PDFs with a no-code, web-based form builder. Automatically route submissions, trigger next steps, and collect signatures.
  • Document Management: Securely store, search, and retrieve financial documents in an access-controlled system, keeping contracts, W-9s, and receipts organized, compliant, and audit-ready.

Use Cases & Benefits:

  • Achieve 50% faster invoice processing.
  • Experience a 70% reduction in errors.
  • Attain a 90% supplier satisfaction rate.
  • Integrates directly with major ERPs like NetSuite, Microsoft Dynamics, SAP, Procede, CDK, Acumatica, and more, ensuring real-time data flow without rekeying or version control issues.

onPhase empowers finance teams to gain visibility and control, transforming time-consuming tasks into efficient, automated processes.

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