PROCEDE + ONPHASE
Strategic Finance & Operations Partner Built for Procede
Helping dealerships that run on Excede automate their invoice to pay processes and document management across rooftops.

The Finance and Operations Platform Built for Procede
With over six years as a Strategic Procede Partner and deep expertise in dealership finance operations, onPhase integrates directly with Excede to capture invoices, route approvals, and pay suppliers in one seamless platform.
The payoff is simple: no paper, no double entry, and faster month-end closes.
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.
Document Management
Quickly store, search, and retrieve financial documents in a secure, access-controlled system. Keep contracts, W-9s, and receipts organized, compliant, and audit-ready.

Built for Seamless Integration with Excede

Plenty of tools connect to Excede. onPhase works inside it, moving data both directions so nothing gets re-keyed. It pulls your Chart of Accounts, Vendors, Users, and Invoice Status from Excede, then pushes invoice approvals and payment data back. Set Reference puts a core Excede function right in the invoice editing workflow, so your team never tabs between systems.

Built to Run the Excede Way
AP should not hold Excede users back. Here is what changes once onPhase sits alongside it.
Invoices, handled
Every format from every department. Parts, service, body shop, and facilities. Handwritten tickets, multi-page PDFs, email attachments. All of it flows in without rekeying.
PO matching, the
Excede way
Set Reference pulls live from Excede so your team lands on the right PO instantly, with 2-way, 3-way, or 4-way matching.
Coding that knows
your rooftops
Line items auto-code to the right account, department, and location, validated against your live Excede Chart of Accounts.
Approvals that
don't stall
Invoices keep moving even when Parts Managers are out, with every step timestamped.
Payments without a separate check run
Pay vendors directly from Excede by ACH, check, or virtual card, and earn rebates that support dealership margins.
Always audit-ready
Every adjustment and payment syncs back to Excede and stays searchable, alongside W-9s, vendor contracts, and OEM program docs. Warranty audits and OEM reviews stop being a paper hunt.
A Platform Built for Procede Finance Teams
AP Automation for Every Department
Capture invoices from parts, service, body shop, and facilities in real time. Auto-code line items, match with precision, and route approvals across rooftops without delays.
Payments Without the Paper Chase
Cut down on manual check runs and late fees. Pay vendors directly from Excede using ACH, check, or virtual card, and earn rebates that support dealership margins.
Audit-Ready Document Management
Keep W-9s, vendor contracts, OEM program docs, and receipts secure and searchable in seconds. Be prepared for warranty audits, OEM reviews, or corporate oversight without the paper piles.
Digital Forms That Match Dealer Workflows
Replace paper forms for parts requests, service approvals, credit apps, and vendor setups with digital workflows. Route automatically, collect signatures, and avoid bottlenecks.



How We Work With Other Dealerships
"I can finally see and manage our cash flow clearly"
Amber Murra
Controller Bruckner's Truck & Equipment 47 locations | 30,000+ invoices/month
"Six months in, I was finally doing real accounting work again."
Ashley Felts
AP Specialist Thompson Truck & Trailer 6 locations
"Payments is my favorite. Thank you onPhase."
Molly Schoenbeck
APAP Supervisor Midwest Transit Equipment

Check Out The Exclusive onPhase Customer Community for Procede Customers!


Resources to Drive Efficiency
Why OEM Parts Invoices Are the Hardest Thing in Dealership AP
Control Doesn't Come First in Dealership Finance. Visibility Does.

Procede and onPhase FAQs
What is Excede?
Excede is the dealer management system built by Procede Software for heavy-duty truck, trailer, bus, and commercial equipment dealerships. It runs parts, service, vehicle sales, lease-rental, fuel, and accounting in one system. onPhase extends it with AP automation, payments, and document management.
Does Excede already handle accounts payable?
Yes. Excede includes accounts payable, purchase orders, and journal entries, and dealerships run all of it there. What Excede assumes is that the invoice data is already entered. onPhase handles what happens before an invoice posts: capture, coding, matching, and approval routing.
Is onPhase a certified Procede partner?
Yes. onPhase is listed under Accounts Payable on Procede's partner page, and the integration is built on the Excede API that Procede maintains for its partner network. That means it is pre-built rather than custom development on your side, and it uses Excede's own interface instead of file transfers or workarounds.
Do we have to leave Excede to use onPhase?
No. Excede stays your system of record. onPhase pulls your Chart of Accounts, Vendors, Users, and Invoice Status from Excede, then pushes approvals and payment data back. Set Reference puts a core Excede function right in the invoice editing workflow, so your team never tabs between systems.
Can onPhase handle AP across multiple rooftops?
Yes. onPhase is built for multi-rooftop dealership finance, so each rooftop keeps its own approval structure while leadership sees AP aging, vendor spend, and cash position across the group. Coding validates against your live Excede Chart of Accounts, so parts, service, body shop, and fuel land in the right account at the right location.
What kinds of dealership invoices can onPhase process?
Dealership invoices rarely arrive as clean PDFs. onPhase captures OEM parts transmittals with line-item detail across multiple repair orders, handwritten parts tickets, sublet repair bills, and fuel and toll statements. Exceptions are flagged for review rather than holding up the batch.
Is the onPhase and Procede integration secure and audit-ready?
onPhase maintains SOC 1 and SOC 2 attestations and supports HIPAA requirements. Access is controlled by role, so each rooftop sees what it should. Every approval and payment carries a timestamped record that syncs back to Excede and stays searchable, alongside W-9s, vendor contracts, and OEM program documents.


