Live Webinar

One Platform, Every Rooftop: Financial Control & Visibility for CDK Dealerships

Session Overview:

As dealer groups grow, managing finance across every location becomes increasingly complex. More invoices to process. More approvals to manage. More critical documents to track down across rooftops. More financial information to keep connected.

onPhase turns that complexity into complete control. With one connected platform and a direct integration to CDK Drive, finance teams gain the organization, visibility, and efficiency they need across every location. Join us for a 30-minute live demo to see how.

In this session, we’ll cover:

  • Purpose-Built for CDK Drive: How direct integration keeps financial information synced between onPhase and CDK Drive, reducing duplicate data entry and keeping teams aligned across rooftops.
  • The Complete Picture: How invoices, approvals, payments, and critical documents like W-9s, vendor contracts, and credit memos come together in one connected, audit-ready platform.
  • Live Demo: Follow an invoice through the full process — captured, approved, paid, and stored with its complete record.
  • Results from Dealer Groups Like Yours: How dealer groups like Bruckner’s Truck & Equipment and Truck Country have improved their dealership operations with onPhase.

We’ll wrap up with a live Q&A and answer your questions.

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.

August 20, 2026
2:00 PM ET

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