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.

The Neat software and scanner, an outstanding asset to both our business and personal use.

It was easy to use, you could easily export entire folders, combine receipts/etc.

It was a great way to add in receipts, keep track of them and generate reports for taxes.

The desktop to website is slow and clunky. Also we messed up one letter on the email, stuck with it now, cant change it according to support.

I did this because legacy was written so poorly that it would utilize all of the memory on a large report & then crash.

Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper.

I like that we have a scanner... and when it works it works well. It integrated with Box which allows me to upload files into my EHR from my computer or my iPad which is nice.

Neat is an amazing product, our business is growing rapidly and Neat has helped us with filing our receipts and documents with ease.

Since then, the relational database functionality the system used to provide has been largely removed and the accuracy of their OCR scanning has somehow gotten progressively worse over the years.

What part of Data hostage should I describe. The reports are bad, but after my legacy crashed, I tried to access my old records and they are unavailable unless I pay for a subscription.

I have had the scanner for over a year now and I am happy with it. I do wish customer support was better and free.

Eventually, the support team gave up on the problems and we were obliged to revert back to dealing with the corporate management. The data was lost and was never recovered.

I bought the neat Desk Scanner for both my home and work office and used their software and eventually their cloud for several years. I liked the legacy software.

Abandoned to much worse cloud solution. Will stop working sooner or later.

Very easy to use and its very good at organizing in groups.

Scanning receipts and keeping track of where your budget is being spent is very important to any business. Having the Neat software has made my accounting less stressful.

In general good, it maintains an order in my information and I always have it at hand in a simple way.

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

Web browser (OS agnostic)

Windows 8

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

Neat's all-in-one small business accounting and bookkeeping software replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Increase efficiency with real-time reporting, mobile receipt capture, fuss-free customer billing with online payments, and more. Perfect for small teams, add up to five users to one account. Access unlimited, personalized support. 30-day money back guarantee. Try for free today!

File Management

Tax Management

Nonprofits

Single Sign On

Secure Login

Credit Card Processing

Transaction History

CPA Firms

Categorization/Grouping

Multi-Currency

Expense Claims

Budgeting/Forecasting

Activity Dashboard

Reporting & Statistics

Accounts Payable

Receipt Management

Expense Tracking

Income & Balance Sheet

Spend Management

Account Reconciliation

Secure Data Storage

Financial Reporting

Profit/Loss Statement

Neat offers both Monthly and Annual Plans, as well as a 14 day free trial. We offer ZERO ACH fees, so you won't pay a single cent when your customers pay you via bank transfer through Neat. 

DocuPhase vs Neat

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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