onPhase 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if onPhase is right for your organization?

Our Document Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

onPhase

4.5

(127)

Pricing

Pricing available upon request

About onPhase

onPhase offers a suite of financial solutions that create predictability and visibility. It assists with document management, invoice and data capture, forms and workflow, accounts payable (AP) automation, and vendor and supplier payments. Users can optimize and automate back-office operations for HR and finance teams.

onPhase automates how invoices are captured, coded, routed for approval, and paid. It assists finance teams with the handling of documentation such as contracts, invoices, receipts, financial statements, and purchase orders. It lets users digitize paper-records, centralizing these documents into a repository and simplifying how data is stored and retrieved for security and compliance.

onPhase automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding.

onPhase Screenshots

onPhase Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

onPhase Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of onPhase
1099 Preparation
Accounting
Accounting Integration
ACH Payment Processing
Activity Dashboard
Activity Tracking
Aging Tracking
Alerts/Notifications
API
Approval Process Control
Audit Management
Audit Trail
Autofill
Bank Reconciliation
Batch Processing
Billing & Invoicing
Business Process Automation
Business Process Control
Cash Flow Management
Cash Management
Check Writing
Commenting/Notes
Compliance Management
Conditional Logic
Configurable Workflow
Content Management
Convert to PDF
CRM
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Data Capture and Transfer
Data Extraction
Data Import/Export
Data Verification
Digital Asset Management
Document Automation
Document Capture
Document Imaging
Document Management
Document Review
Document Storage
Drag & Drop
Duplicate Payment Alert
Electronic Funds Transfer
Electronic Payments
Email Management
ERP integration
File Recovery
Financial Analysis
Financial Management
Forms Automation
Forms Creation & Design
Forms Management
Fraud Detection
Full Text Search
General Ledger
Graphical Workflow Editor
ID Scanning
Image Pre-processing
Indexing
Information Governance
Invoice History
Invoice Management
Invoice Processing
Metadata Extraction
Mobile Access
Multiple Output Formats
No-Code
Offline Access
Online Invoicing
Optical Character Recognition
Payment Processing
PDF Conversion
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Project Workflow
Purchase Order Management
Purchase Order Reconciliation
Purchasing & Receiving
Real-Time Data
Real-Time Reporting
Real-Time Updates
Recurring Payments
Reporting/Analytics
Reporting & Statistics
Rules-Based Workflow
Search/Filter
Secure Data Storage
SSL Security
Status Tracking
Supplier Management
Tagging
Task Management
Task Progress Tracking
Template Management
Templates
Text Editing
Time & Expense Tracking
Vendor Management
Web Forms
Workflow Configuration
Workflow Management
Zone Selection Tool

onPhase Integrations

SAP Business One

Sage 500

Microsoft Outlook

NetSuite

Salesforce Sales Cloud

onPhase User Reviews

Overall Rating

4.5

Ratings Breakdown

61%

28%

Secondary Ratings

Ease of Use

4.4

Value for money

4.2

Customer support

4.4

Functionality

4.3

Abhishek P.

Verified reviewer

Information Technology and Services

10000+ employees

Used daily for less than 2 years

Review source

Reviewed January 2025

Documents with Docuphase

The experience is pleasant in management of documents and invoice for a long term goal smoothly and easily. It is quite easy for managing documents separately and extracting any time without any issues. Although the product is good and effective.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1. The support team is good. 2. The interface is intuitive and extremely easy to use. 3. Managing and records of documents and invoices are just perfect. 4. It logs every activity which is performed on particular document which makes the environment compile and reliable.

Cons:

1. It requires internet to work so sometime online and offline internet makes issue in working. 2. Issue with duplication of files and invoices has encountered multiple time.

Christina B.

Verified reviewer

Accounting

201-500 employees

Used daily for less than 12 months

Review source

Reviewed April 2025

Review 4/17/25

Its been good if there are no issues with POs

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Can see invoices that have not been processed

Cons:

To many areas to search for an invoice when it is not processed

Bruce D.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2024

Program still useful but would not buy again - professional services is brutal.

Initial experience was good when we bought it but their architect left just before our launch. Day to day tech support is decent but professional services is brutal and we have lost all trust. Experience limited internal deployment across other departments.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Docuphase was ahead of its time 5 years ago when we deployed. - Combination of AP with OCR and document management was unique. - Standard tech support for day-to-day issues is good and responsive. - Newest OCR capture tool is decent.

Cons:

- Product requires a lot of customization to get it working properly. - Does not handle exceptions very well and when you need support for small configuration changes or ERP integration issues their pro services group is unresponsive. - They "ghost" you and even after you wait for 3 months to get 1 weeks work done you find out it on the 2nd day of the engagement they aren't working on it. - This has happened on so many occasions I have lost count. Are they trying to "fire" us as a customer?

Reasons for choosing onPhase

Business development rep was knowledgeable and document management was a nice addition.

Samuel P.

Verified reviewer

Marketing and Advertising

11-50 employees

Used weekly for free trial

Review source

Reviewed January 2025

A CFO's Sidekick

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It handles document capture with ease and reliability. All powered by AI.

Cons:

Some UI can feel dated or clunky here and there.

Justin L.

Verified reviewer

Primary/ Secondary Education

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed July 2021

Amazing System - Transformed the way we do business!

The flexibilty within the system makes this software a best in class solution! We continue to develop forms to automate workflow approvals, and the best part is when a web form is created and approved via the worflow process the data is archieved automatically.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to customize this product to our needs. From soup to nuts this system can provide a solution to automate, authorize and archive every document you can imagine. It is very rare that you find a document management software that not only meets the needs for compliance in archiving documents but also provides workflow managment and digital signature. All of the features this systems offers makes it a true system solution.

Cons:

I am not sure I have a one. The software exceeds my expectations.

Reasons for switching to onPhase

Looking for a better solution.

Julie B.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 2 years

Review source

Reviewed July 2023

Review of Treeno/Docuphase

Overall use is good and satisfactory.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to access for RE Dept-Ease in acquiring scanned items.

Cons:

Since our files from Docustar was implemented it has been Very hard to find old Docs

Reasons for switching to onPhase

Docstar was discontinuing their support for this product.

Heather R.

Verified reviewer

Airlines/ Aviation

10000+ employees

Used daily for less than 12 months

Review source

Reviewed June 2021

Potential

It’s a startup there’s been some issues but all together we are learning and catching what we can

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It can be used across the board for multiple files and accessed by only ones needed to

Cons:

It wouldn’t capture everything correctly

Reasons for switching to onPhase

Windows 10 would not be able to access Fortis they were not updating their software

Harsha V.

Verified reviewer

Insurance

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed March 2018

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

Paperless & Automate operations. Document/Workflow/Form Management System Analytic Reports

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied April 2018

Brent W.

Verified reviewer

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2017

The best web forms product on the market

Again the best product on the market. Data entry automation, re-purpose data, federal form overlay, workflow automation to improve efficiency around common business tasks (e.g. approvals, matching, etc)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

After searching for years for a capable web forms solution, evaluating probably 20 products, frevvo was the one we selected. Highly configurable, full workflow, geo tracking, PDF overlay, database connector for bi-directional data integration with your favorite ERP, LDAP SSO, multi-tenant, license splitting, optimized for tablets, smart phones, etc.

Cons:

No offline forms access. Requires active data connection. In remote areas for timesheets and delivery receipts, must use another product to support offline forms

Hasbullah A.

Verified reviewer

Telecommunications

5001-10000 employees

Used daily for less than 2 years

Review source

Reviewed December 2021

Treeno review

Ratings Breakdown

Ease of use

Functionality

Pros:

Things that i really love with Treeno is, it is very easy to filling document and collaborate it with my colleague.

Cons:

Some of the feature and workflow is really confusing, and there are no manual or guidance that user can refer to make it easier. We had to try it our-self.

Showing 1 - 10 of 127 Reviews

See All Reviews