The ease of use would be the best thing about DocuPhase. It's intuitive and processes our stuff pretty quickly.

I like the ease of this program. Training is extremely simple for a program like this and document retrieval is super fast.

Easy to maintain, excellent support and cost efficient.

Product documentation storage works well along with the revision functions. Support for software is on point with a very friendly support staff.

The software provides features that are common on some of the more popular big-name (and costly) competitors. The interfaces were easy for the users to learn.

Can be used to automate and store documents for any process, department or team and has outstanding integration capability.

DocuPhase is a good software to use for processes, mainly accounting and purchasing.

Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.

The cloud-based platform makes the decision easy to implement. Post-sales support is readily available and moves quickly.

It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team.

Security can be built at the user or group level. The email approval functionality is very useful for employees that are constantly on the go.

Wait is too long for iDatix customer support, bad for keeping day to day business afloat.

The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

Administration is very easy to use and configure.

Very stable, and easy user interface like being able to do query's for information and love the global search.

The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.

It can be hard to use and find documents as well as some features. Those who are not tech savy will struggle to use it.

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.

I find the DocuPhase application to be clunky and shows a serious deficiency in usability.

We are very happy with how the software works and how well we are able to maintain various files and electronic records. Customer service is great.

The ease of filing documents is impressive. Workflow tools are versatile and intuitive.

I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with.

The overall experience has been very good. DocuPhase support team is excellent when issues arise.

I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams.

This software is a big help for every work industry. I am so glad that this software will literally remove the usage of paper.

Some of the reporting is limited and I know they are working on it.

The highly customizable solution is easy to use and works well for our Business Analyst. The ease of use allows them to not only document the business processes but build solutions to support it.

At the time, it was easy to set up and go for someone with little to no coding experience. I needed a product to help me track music lessons, clients, students, expenses, mileage, etc.

The software is highly customizable and user friendly. It is much easier for our team to manage rather than having multiple shared sheets and files.

TrackVia is a great tool and I would highly recommend it for any business.

It has a good tracking workflow from the initialization to the end product. It is pretty flexible to integrate it with different project and teams.

It is a very intuitive and user-friendly program that has proved immensely useful in researching contracts, etc. The document merge is a dream.

I was looking for something lite. I wasn't ready to purchase or need to purchase a plan.

Requires no programming. Great support to set it up, much better than spreadsheets and has great ability to share information.

Amazing and easy to work with as a Super admin with help of great support team.

Most impactful is sharing of information through out our departments. Integration between our Quickbooks online platform and recurring invoices.

This is a worth to spend for. I am very satisfied with this software that we really have a real-time data.

We use TrackVia for Anti Money Laundering and other audit and compliance purposes.

Awesome, flexible platform, with even better customer service.

The initial training support is among the best we've ever seen.

Help me generate numbers I needed for my clients but also for end of year taxes, etc.

The app is something that they and we are working on. Some small glitches that they are working on, but have limited effect on our day to day.

Perfect if you want to build your own database system.

I don’t like how the fields are so constricted.

I like the ability to make tables with relationships the can be compiled into separate views easily. The “low code” platform really helps small business.

If I could point to anything, it's the inability to shift records between similar tables rather than having to export and then import, losing any docs that were uploaded.

US Dollar

Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions include Document Management, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. All of which are designed to optimize and automate back-office operations allowing your HR and Finance teams to focus on more important tasks. 

AP Automation and Vendor Payments Solutions
Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. 

Document Management Solution
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper-records, centralizing these documents into an easy to use repository and simplifying how data is stored and retrieved for enhanced security and compliance. 

Forms and Workflow Automation Solution
Automates the collection, routing, approval, and notification processes for things like expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. 

Whether you are looking to automate your entire invoice-to-pay process, or simplify how data is captured and stored; DocuPhase can meet you wherever you may be in your digital transformation journey. 

LongDescription

Commenting/Notes

Optical Character Recognition

Document Templates

Project Workflow

Electronic Payments

Invoice History

Barcode/Ticket Scanning

Payment Processing

Data Verification

Document Storage

Document Imaging

Access Controls/Permissions

Process Change Tracking

Templates

Workflow Configuration

Image Pre-processing

Electronic Signature

Approval Process Control

Data Extraction

Document Capture

Digital Asset Management

Aging Tracking

No-Code

Zone Selection Tool

Collaboration Tools

Data Capture and Transfer

File Recovery

Full Text Search

Recurring Payments

Template Management

Data Import/Export

Offline Access

Process Modeling & Designing

Process/Workflow Automation

File Conversion

Document Classification

Duplicate Payment Alert

Audit Trail

Version Control

Content Management

Electronic Funds Transfer

Information Governance

File Storage

Mobile Access

Compliance Management

ID Scanning

Vendor Management

PDF Conversion

Text Editing

1099 Preparation

Convert to PDF

Forms Management

Graphical Workflow Editor

ACH Payment Processing

Workflow Management

Email Management

File Sharing

Invoice Processing

Alerts/Notifications

Autofill

Fraud Detection

Time & Expense Tracking

Customizable Templates

Business Process Automation

Billing & Invoicing

Metadata Extraction

Document Review

Accounting Integration

Multiple Output Formats

Web Forms

Real Time Reporting

Compliance Tracking

Reporting/Analytics

PO Reconciliation

Batch Processing

Forms Creation & Design

Check Writing

Business Process Control

Drag & Drop

Archiving & Retention

Third-Party Integrations

Task Management

Document Management

Indexing

Document Generation

Search/Filter

Purchase Order Management

Status Tracking

Customizable Reports

General Ledger

Bank Reconciliation

Financial Analysis

Financial Management

Invoice Management

Cash Flow Management

Accounting

Configurable Workflow

Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

DocuPhase

In Person

Live Online

Webinars

Documentation

Videos

You know how some companies struggle to get work done as efficiently as they should or could because of internal bottlenecks, bad data and lack of real-time coordination between back-office and front-line employees? Well, TrackVia has a way to digitize and streamline those critical work processes to double throughput, increase quality, and speed up job completion -- all without having to hire more people to do it. 

For example, we helped a global clothing brand reduce its custom order production process from 28 days using spreadsheets and email down to just 4 days after with TrackVia. 

Unlike generic, off-the-shelf software, TrackVia can be configured exactly the way you want it. And you can update or edit it anytime. So if you need workers to collect a new piece of information or add a step to their work process, you simply drag-and-drop a new data field or process step into TrackVia and hit save. Your application is updated instantly. No technical expertise or IT help needed. 

Additionally, TrackVia combines web and mobile into one simple solution. This means you can finally connect and coordinate work between your back-office managers and executives and production-line workers, warehouse managers, field service technicians or any other remote or mobile employee. TrackVia's native mobile app even allows remote employees to continue working without an Internet connection. Pretty cool, huh? 

Perhaps the best part of TrackVia is that you can use it to streamline one, two or 50 different work processes without paying more. For example, you can use TrackVia to automate and streamline everything from work orders, QC checks, manage inventory, maintain assets or equipment, do safety checks. We don't limit the number of use cases, records or storage you can use. The only time you pay more is when or if you add more users. 

Finally, TrackVia is a Colorado-based company who takes great pride in delivering premium US-based help and support to all its customers. Whether you're a fast-growing field service company or a Fortune 1,000 manufacturer, you'll get premium email and phone support, a designated success manager and free access to learning materials for all your users. When you call, we answer. 

Web App Development

Visual Modeling

Source Control

Graphical User Interface

Import/Export Management

Contract/License Management

Sales & Operations Planning

Mobile Development

Calendar Management

Integrations Management

Order Fulfillment

Shipping Management

Warehouse Management

Risk Management

Requirements Management

Integrated Development Environment

Service History

Defect Tracking

Transportation Management

Work Order Management

Deployment Management

Audit Management

Contact Database

Web/Mobile App Development

Online Time Clock

Supplier Management

Customizable Dashboard

Payment Collection in the Field

Debugging

Quotes/Estimates

Software Development

Data Modeling

Inventory Management

Milestone Tracking

Product Identification

Forecasting

HR Management

TrackVia will customize applications to fit your organization's exact needs, workflows and systems. Please visit our website for details.

DocuPhase vs TrackVia

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