Smart Capture
Capture header and line-item invoice details with our human-assisted AI technology that is also able to read handwriting and understand different languages.
Automated Invoice Management
Capture, validate, and route invoices through custom approval rules for instant approval.
PO and non-PO Matching
No more misplaced or duplicated invoices. Our 2-way, 3-way, and 4-way matching helps teams prevent overpayments and fraud.
Embedded Payments
Don't stop at approving an invoice, continue the visibility through to your vendors receiving payment in one-platform.
Pay vendors 5x faster via check, ACH, or virtual card—while earning cash back on eligible transactions.
Reporting
Get instant visibility into spending trends, approval bottlenecks, and cash flow with detailed dashboards and analytics.
Self-Service Supplier Management
Allow your suppliers to monitor payments and engage in real-time communication to address any discrepancies within our secure portal, reducing extensive email exchanges and missed threads.
Built-In Security
Safeguard your data with internal controls that ensure security, privacy, and transparency. onPhase is SOC I, SOC II, HIPAA, and PCI compliant.
Seamless Integrations
Continue working out of a single system with seamless ERP integration. We work with numerous providers including NetSuite, Dynamics, Business Central, Sage
CUSTOMER HIGHLIGHT
"onPhase provided us with the professional confidence and expertise we needed to revamp our requisition process, without sacrificing valuable resources to get the job done. I no longer worry about my requests getting to the right people in time or the need to be at my desk to sign off on urgent purchases."
- Jim Miller - CIO | Operation PAR
Learn how Operation PAR gained speed and visibility through AP Automation and Document Management with onPhase.
What does an onPhase AP automation implementation involve?
onPhase scopes every AP automation implementation to your invoice volume and existing accounting and ERP systems rather than running a one-size-fits-all rollout. It supports phased migrations and multiple integration methods, including API, secure file drop, and direct access, so your accounts payable team can bring the platform online in stages.
Which ERPs does onPhase integrate with natively, and what does that mean in practice?
onPhase connects directly with widely used ERPs including NetSuite, Microsoft Dynamics and Business Central, SAP, Sage, Acumatica, Procede, and CDK, with additional connections available. In practice, that means invoices, approvals, vendor records, and GL codes sync between onPhase and your ERP in real time, so your AP team runs the full accounts payable process in one system with no rekeying and no version-control issues.
How accurate is onPhase's AP automation invoice data capture?
onPhase's AP automation uses human-assisted AI to capture header and line-item invoice detail with up to 99% accuracy. Its smart capture reads complex invoice formats, handwriting, and multiple languages, and flags exceptions before they reach your ERP, reducing manual data entry for your accounts payable team.
Can we configure approval rules by amount, department, vendor, or GL code?
Yes. onPhase routes invoices through custom, rules-based invoice approval workflows that can be configured by amount, department, vendor, or GL code, so accounts payable approvals follow your organization's policies automatically. Routine invoices move straight through while exceptions are flagged for review.
What payment methods does onPhase support, and which earn cash back?
onPhase supports ACH, check, virtual card, and wire, all issued from within the same AP workflow and synced back to your ERP. Virtual card payments earn cash back on eligible transactions, turning accounts payable into a source of rebate revenue rather than purely a cost center.
How is onPhase AP automation priced?
onPhase AP automation pricing is tailored to your invoice volume, the modules you need, and your ERP integration requirements. Pricing is provided as a custom quote following a short scoping call or demo.
What compliance certifications does onPhase hold?
onPhase is SOC 1, SOC 2, HIPAA, and PCI compliant, with internal controls built to keep your accounts payable and financial data secure, private, and audit-ready.
