HIPAA Compliant Finance and Operation Solutions

onPhase is an AI-powered finance and operations platform built for healthcare organizations. It handles AP automation, payments, document management, and business process automation in one platform, connected to your ERP. Controllers and CFOs at multi-entity healthcare organizations use onPhase to manage cash, documents, and approvals across every location without logging into multiple systems. onPhase has more than 25 years of experience supporting finance teams and maintains SOC 1 Type II, SOC 2 Type II, HIPAA, and NACHA compliance.

AI-powered Smart Capture reads every invoice that arrives by email, EDI, or upload, delivering up to 99% accuracy with a human-in-the-loop team resolving exceptions before they reach your staff. Invoices route through custom approval workflows by entity, GL code, and dollar threshold, then post directly to your ERP. Finance tracks every invoice from capture through payment in one dashboard, with no manual re-keying required.

onPhase holds certified, bi-directional integrations with NetSuite, Sage, and Microsoft Dynamics. Invoice data captured in onPhase posts automatically to your ERP's general ledger. Vendor records, PO data, and GL codes sync in both directions, with no file exports or manual reconciliation. onPhase runs on its own architecture, so AP keeps moving even during ERP maintenance windows.

onPhase centralizes invoice capture, approval routing, and payment execution across all entities in one platform. Each location maintains its own approval structure and vendor relationships while finance leadership gets a single view of AP aging, vendor spend, and cash position across the full organization. Adding a new entity connects to the existing platform without a new implementation.

onPhase supports ACH, virtual card, check, and domestic and international payments from one NACHA-compliant platform. Finance sees every payment before cash leaves, with duplicate detection that flags prior matches and approval controls that block unauthorized payments before they clear. Virtual card rebates can offset software costs, and the Supplier Adoption team handles vendor enrollment so your AP team does not manage the transition.

Every invoice requires the correct approval chain before payment releases. Duplicate detection flags invoices matching prior payments. Role-based access controls who can create, approve, or release payments, with a complete audit trail on every transaction. For healthcare organizations with AP staff across multiple entities, controls are set once and enforced everywhere.

onPhase Document Management stores every document your organization generates in one secure, HIPAA-compliant repository: vendor contracts, W-9s, certificates of insurance, remittance documents, and compliance records. Full-text search retrieves any document in seconds by vendor name, document type, date, or keyword. Role-based permissions control access by individual, department, and entity, and every document has a complete audit trail from entry through retrieval.

Yes, onPhase is HIPAA compliant, along with SOC 1 Type II, SOC 2 Type II, and NACHA. The platform provides role-based access controls, document retention, and a full audit trail required for HIPAA-covered entities and business associates. Every action on every document and transaction is logged and retrievable, giving compliance and audit teams complete visibility without requiring them to log into AP systems directly.