onDemand Webinar

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

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As dealer groups grew, managing finance across every location became increasingly complex. More invoices needed to be processed. More approvals needed to be managed. More critical documents needed to be tracked down across rooftops. More financial information needed to stay connected.

onPhase turned that complexity into complete control. With one connected platform and a direct integration to CDK Drive, finance teams gained the organization, visibility, and efficiency they needed across every location. The 30-minute live demo showed how.

In this session, we covered:

  • Purpose-Built for CDK Drive: How direct integration kept 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 came together in one connected, audit-ready platform.
  • Live Demo: Followed an invoice through the full process — captured, approved, paid, and stored with its complete record.
  • Results from Dealer Groups Like Yours: How dealer groups improved their dealership processes with onPhase.

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.

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