onDemand Webinar

Modernizing Financial Operations with Procede + onPhase

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If your AP team is manually coding invoices, chasing approvals across rooftops, or cleaning up month-end by hand, check out this session. We took a live look at how Procede dealer groups are modernizing their financial operations with onPhase. 

We covered:

  • AP Automation Built for Excede: How onPhase’s six-year Procede partnership translates into real-time Set Reference lookup, Excede-specific workflows, and bidirectional sync, not a bolt-on.
  • Invoice-to-Pay, End to End: How dealer groups are eliminating manual re-entry, streamlining multi-location approvals, and running a single connected payment cycle across vendors and OEMs.
  • Live Demo: See how onPhase enables a more seamless invoice-to-pay process, from AI-assisted capture to embedded ACH, check, or virtual card payment
  • Results from the Field: Examples of what improved cycle times, visibility, and financial control actually mean for Procede operations like Bruckner’s Truck & Equipment and Truck Country.

We’ll wrap up with Q&A to answer your questions and help you determine the right next step for your operation.

About Our Speakers

Keaton Olund

Keaton Olund

Keaton is a seasoned Sales Engineer with expertise in guiding enterprise organizations through automation projects. With a wealth of experience, he specializes in identifying and implementing financial automation solutions that produce tangible results for the office of the CFO.

With a proven track record and deep expertise in AP automation, workflow automation, and document management, Keaton is an invaluable asset for organizations evaluating the most suitable automation solutions for their current and future processes.

Kolleen Doucette

Kolleen Doucette

With over 10 years of experience, Kolleen has been helping organizations optimize their back-office operations through automation. She brings a wealth of knowledge and a proven track record of partnering with finance teams to boost productivity and efficiency. Kolleen’s deep expertise in AP automation, payment automation, workflow automation, and document management make her an invaluable resource for helping organizations optimize today’s processes and scale for tomorrow’s growth.
Armando Perez

Armando Perez

Armando leads development and strategy for several products at Procede Software, including Excede add-ons such as Parts Pick and Barcode Scanning. As a Product Owner, he focuses on streamlining workflows, so Procede’s suite of add-ons and integrations delivers real results for dealerships.

Armando joined Procede Software in August 2019 and has held roles in both Implementation and Professional Services, giving him a well-rounded perspective that bridges technical expertise and dealership priorities. He is passionate about driving meaningful change through focused, process-driven work and collaborative problem-solving.

Outside of work, he enjoys basketball, long-distance running, and exploring music. A fun fact: he plays guitar in a band.

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