onPhase | The Smarter Way to Automate AP, Payments, and Workflows

Cracker_Barrel-white

No more late approvals. No more lost documents.
No more guesswork.

onPhase handles AP automation, payments, document management, and business process management, and connects directly to the ERP or DMS an organization or dealership already runs on. Finance teams use onPhase to close the books faster, control cash, and stay audit-ready without adding systems or headcount.

Most companies come to onPhase with one problem: approvals that stall, a check run they want to retire, documents nobody can find, or a paper process that eats a manager's week. onPhase solves that first, then extends across the rest of the finance function using the same data, workflows, and controls.

With onPhase, teams get the visibility, control, and intelligence they’ve been missing.

Document Management

Quickly store, search, and retrieve documents in a secure, access-controlled system. Keep contracts, W-9s, and receipts organized, compliant, and audit-ready.

AP
Automation

Capture invoices instantly, route approvals with smart, rules-based workflows, and match with precision using 2-way, 3-way, or 4-way intelligence built on AI.

Payments Automation

Automate supplier payments and collections with full visibility. Send funds securely by ACH, check, or virtual card while reducing risk and manual touchpoints.

Business Process
Management

Replace paper forms and fillable PDFs with a no-code, web-based form builder. Route submissions to the right people, trigger next steps, and collect signatures automatically without the messy paper or email threads.

The close waits
on AP

See what's approved, pending, and accrued across every entity in real time. Close on schedule instead of chasing status.

Cash position
is a guess

Committed spend is visible before it clears the bank, so you can time payments, capture early-pay discounts, and put working capital where it earns.

Audits become
fire drills

Every approval, exception, and payment carries its own trail. onPhase is SOC 1, SOC 2, HIPAA, PCI, and NACHA compliant, so documentation is already assembled when someone asks.

Operations data lives somewhere else

Work orders, packing slips, vendor contracts, and warranties sit outside finance, so reconciling an invoice means chasing whoever has the document. onPhase captures both, so the approval and the paperwork behind it are in one place.

Kristie-B_G2-review

"Seamless Automation and Exceptional Support"

Brice-T_G2-review

"Seamless Document Tracking, Effortless Usability"

Kaitlyn-L_G2-review

"Secure and Efficient File Management"