OnBase 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OnBase

4.3

(79)

Pricing

Pricing available upon request

About OnBase

OnBase is a cloud-based enterprise information platform that helps small to large organizations manage content, processes and cases. With specific solutions for insurance, financial, higher education, government, commercial and healthcare industries, it provides tools to improve the ability to capture, integrate, access, measure and secure electronic and paper content.

Features of OnBase include management of enterprise content, file sync and share, business processes, enterprise-level search and application development. Its case management and business process management tools allow users to manage unstructured work and structured repeatable processes; the enterprise search module provides content discovery and output technology to discover content across repositories, SharePoint, email systems, network shares, intranets, extranets, websites, databases, social media and more. Additionally, enterprise file syncing and sharing helps users retain control over information shared outside of the organizations.

OnBase comes with mobile applications for Android and iOS and provides a license for the software.

OnBase Screenshots

OnBase Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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OnBase Features

Popular features found in Enterprise Content Management
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Content Management
Digital Asset Management
Electronic Signature
Full Text Search
Information Governance
Secure Data Storage
Single Sign On
Version Control
Workflow Management
More features of OnBase
Active Directory Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Application Management
Asset Lifecycle Management
Audio File Management
Audit Management
Audit Trail
Authentication
Automated Scheduling
Automatic Backup
Backup and Recovery
Batch Processing
Billing & Invoicing
Business Process Automation
Calendar Management
Case Management
Cloud Backup
Collaboration Tools
Collaborative Development
Commenting/Notes
Compliance Management
Compliance Tracking
Conditional Logic
Configurable Workflow
Contact Management
Content Delivery
Content Library
Content Publishing Options
Contract/License Management
Custom Development
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Aggregation and Publishing
Database Support
Data Capture and Transfer
Data Import/Export
Data Migration
Data Recovery
Data Security
Data Storage Management
Data Synchronization
Data Visualization
Deployment Management
Digital Signature
Document Automation
Document Capture
Document Check-in/Check-out
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Forms
Email Management
Email Templates
File Conversion
File Management
File Recovery
File Sharing
File Transfer
Filtering
Forms Automation
Forms Management
Graphical Workflow Editor
HIPAA Compliant
Indexing
Integrations Management
Interaction Tracking
Invoice Management
Metadata Extraction
Metadata Management
Microsoft Outlook Integration
Mobile Access
Mobile Capture
Mobile Signature Capture
Monitoring
Multi-Language
Multi-Party Signing
Multiple Format Support
Multiple Output Formats
No-Code
Offline Access
Optical Character Recognition
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Progress Tracking
Project Workflow
Real-Time Data
Real-Time Monitoring
Real-Time Reporting
Real-Time Updates
Reminders
Remote Synchronization
Reporting/Analytics
Reporting & Statistics
Revision History
Role-Based Permissions
Rules-Based Workflow
Search/Filter
Secure Login
SEO Management
SSL Security
Status Tracking
Synchronization Scheduling
Tagging
Task Management
Task Progress Tracking
Team Collaboration
Template Management
Templates
Text Editing
Third-Party Integrations
Two-Factor Authentication
Two-Way Synchronization
User Management
Version Comparison
Version Rollback
Visual Modeling
Web/Mobile App Development
Workflow Configuration

OnBase Integrations

Docusign

Oracle PeopleSoft

Oracle E-Business Suite

Deltek WorkBook

Workday HCM

JD Edwards EnterpriseOne

See all 8 integrations

OnBase User Reviews

Overall Rating

4.3

Ratings Breakdown

51%

33%

13%

Secondary Ratings

Ease of Use

4.0

Value for money

3.9

Customer support

4.1

Functionality

4.2

Brennan G.

Verified reviewer

Insurance

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed July 2025

Good but resource intensive

Efficient but demanding. OnBase offers powerful functionality and flexibility for document management and workflow automation. It’s highly customizable, and support is prompt and knowledgeable. However, it requires significant system resources — we’ve experienced performance slowdowns on ESXi hosts during heavy usage. Overall, it’s well-suited for organizations that need depth and scalability, but it demands careful infrastructure planning.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very advanced platform with many features that can be catered to a businesses needs. A dedicated team provides quick service for when issues arise.

Cons:

It's very resource intensive, uses up a large amount of resources on our ESXI hosts and we occasionally get complaints about slowness.

Jamon H.

Verified reviewer

Industrial Automation

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed November 2024

Dynamic document workflow solution

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Dynamic workflow with endless possibilities to create custom workflows, action queues, and document handling.

Cons:

Difficult to export data, and reporting / archiving is not intuitive

Verified

Reviewer

Retail

1001-5000 employees

Used monthly for more than 2 years

Review source

Reviewed March 2019

Easy to pick up and learn!

Previously 5

Extremely user friendly and easy to work with. We have been able to run with PowerBI without having to do extensive training, and has boosted our productivity and analytics insights

Ratings Breakdown

Ease of use

Previously 5

Value for money

Customer support

Functionality

Pros:

There are tons of connectors and interoperability features. That plus the fact the system is so easy to use!

Cons:

It does come with a cost that could be hard to swallow for some, but it is so worth it!

Taylor C.

Verified reviewer

Medical Practice

201-500 employees

Used daily for more than 2 years

Review source

Reviewed August 2024

OnBase software

OnBase is an efficient program, scanning ans sorting documents to the appropriate provider is swift and ease of use is great

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great source for managing and sorting incoming faxes, quickly able to find specific documents you are searching for.

Cons:

This program is very efficient, i dont have any serious cons to list.

Stephen B.

Verified reviewer

Design

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

OnBase

My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OnBase is excellent for keeping copies of all my client's purchase orders in one place. The layout is user friendly and very simple to use. I mainly use it to keep track of countless numbers of PDFs I have on file. Once imported in to OnBase, I am able to retrieve those files with a simple search. It's been a lifesaver for keeping me organized.

Cons:

The only issue I have with OnBase is a minor annoyance. When I am importing documents, I am not able to drag and drop multiple files at a time. If I have 10 files to import, then I have to do 10 separate imports for each. Other than that, I do not have any complaints.

Krysti L.

Verified reviewer

Higher Education

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

Easy to Use

Ratings Breakdown

Ease of use

Functionality

Pros:

I like how you have all documents link together so when you search a name, everything pulls up.

Cons:

I don’t like that we don’t have the ability to have a workflow or a way to send documents to other departments. If there is that ability , it should be standard for universities.

Marishia Q.

Verified reviewer

Hospital & Health Care

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

My A/P program

I am a vendor analyst in accounts payable, and this is one of our main programs.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

This is an effective program for accounts payable and is easy to learn and manipulate data for entry.

Cons:

This program is easy to problem shoot should an issue occur, and I see nothing difficult about it's performance.

Erica T.

Verified reviewer

Higher Education

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed May 2018

OnBase is used in my daily tasks to view documents

Being able to see student documents on site and off site when needed to evaluate and assess their files appropriately.

Ratings Breakdown

Ease of use

Functionality

Pros:

OnBase makes it easy to view student documents and files to evaluate student files and assess their transcripts. Saving and printing documents when needed is easy to do as well. This system makes my job easier.

Cons:

The document not found area is a bit hard to understand, however once you learn the system it is easy to figure out.

Angela B.

Verified reviewer

Information Technology and Services

5001-10000 employees

Used other for less than 2 years

Review source

Reviewed August 2019

Advanced platform for content management

If I talk about the benefits of using this product. I would say it is playing a vital role in our organization. Also I would say they have responsive customer support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It has been an excellent product for content management. With the assistance of this product we can change over unstructured information into an organized one that contains numbers, dates and certainties so as to improve the information conveyance and generally correspondence in a specific association and companies. I would say it is a useful product.

Cons:

It has been long time using this versatile tool. It is great that I have not ever come across any major problem. It always gives perfect services. I am a satisfied user of Onbase.

Deb W.

Verified reviewer

International Affairs

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed December 2019

Solid content management software

OnBase serves a great value as a way to store documents for my organization.

Ratings Breakdown

Ease of use

Functionality

Pros:

OnBase is straightforward. The learning curve is not steep. It's easy to find content you've uploaded. There are a lot of customization options.

Cons:

I use this software daily, and about once every 15 days it just does not let me upload documents. Fortunately, I can wait a day and then it works again usually, but I can't count on it to be 100% reliable.

Showing 1 - 10 of 79 Reviews

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