onPhase Events & Webinars

Driving Finance Forward for Karmak Dealerships

hello@onphase.com (onPhase) — Mon, 24 Aug 2026 14:17:38 GMT

Inefficiencies in the AP process rarely stay confined to AP. Delayed approvals, missing invoices, disconnected workflows, and limited visibility across rooftops can impact month-end timelines, vendor relationships, and cash flow, making broader financial planning more difficult.

As a Certified Karmak Partner, onPhase helps dealerships address these challenges without adding complexity by connecting invoice capture, GL coding, approvals, and workflow visibility directly with Karmak Fusion.

Join us for a 30-minute live demo to see how onPhase helps teams:

Accurately capture and code invoices to reduce manual work and errors
Keep invoice data connected with Karmak Fusion to eliminate re-entry
Route approvals across rooftops to reduce delays and maintain control
Surface invoice status and exceptions so teams know what needs attention
Turn AP data into insights that reveal bottlenecks and spend trends, supporting more informed decisions
Maintain audit-ready records while supporting more volume without adding headcount

Plus, to celebrate onPhase AP Automation becoming Certified through Karmak’s Alliance Program, one attendee will receive their choice of a bottle of champagne or bourbon.

Mitigating Fraud Risk in the Age of AI

hello@onphase.com (onPhase) — Thu, 20 Aug 2026 17:54:02 GMT

More than three-quarters of U.S. organizations experienced attempted or actual payment fraud last year, yet only 22% currently use AI in their fraud controls. As AI and automation reshape finance, they offer new ways to identify anomalies and surface potential risks, but technology alone cannot close every gap. Where can AI genuinely strengthen fraud prevention, and where are strong processes, effective controls, and human judgment still essential? This session cuts through the hype to examine how finance teams can manage risk in an AI-enabled world.

What we’ll cover

Where fraud risk hides across manual and automated finance processes
What AI is genuinely good at detecting and where human oversight still needs to lead
How gaps in verification, approvals, and payment controls create exposure
How to strengthen governance without creating operational bottlenecks

Attendees will leave with

A clearer understanding of where risk may be quietly building in their processes
A hype-free view of where AI adds real value in detecting fraud and where it doesn’t
Practical ways to strengthen controls and oversight without slowing finance down

Phase in Insight: Improving AP Reporting Visibility in 15 Minutes

hello@onphase.com (onPhase) — Thu, 13 Aug 2026 16:50:35 GMT

“How much is still outstanding?” “What liabilities are still waiting to hit?” “Can finance confidently forecast around current AP activity?” Planning becomes significantly harder when AP visibility is fragmented across disconnected workflows, approvals, invoices, and payment activity. Without clear insight into outstanding invoices, vendor spend, approval status, and payment timing, finance teams often spend more time validating information than planning around it.

Why AP Is Where Cash, Risk, and Growth Meet

hello@onphase.com (onPhase) — Thu, 06 Aug 2026 13:01:08 GMT

Most finance organizations still treat accounts payable as a cost center: invoices come in, payments go out, and AP keeps the lights on. But that view overlooks the strategic role AP plays in managing cash, controlling risk, and supporting growth.

The Hackett Group’s 2025 U.S. Working Capital Survey found $1.7 trillion in excess working capital hiding in plain sight among the 1,000 largest U.S. public companies. That capital isn’t necessarily parked in treasury. Much of it is tied up in the same procure-to-pay processes that many organizations still treat as back-office bookkeeping.

At its core, this isn’t simply an AP issue. It’s about whether finance and operations share timely, reliable visibility into the dollars moving between them. When they don’t, the same gaps that create fraud exposure, audit risk, and operational inefficiency can also conceal capital that could be funding next year’s priorities.

Join industry expert Mark Brousseau and Katie Eskandarian, CFO at onPhase, as they unpack how this intersection is affecting finance organizations today and what leaders can do about it as they head into 2027 budget planning.

In just 30 minutes they'll cover:

Where working capital may be hiding within procure-to-pay processes, and what keeps it out of view
What leading organizations do differently to connect AP visibility with cash, risk, and growth decisions
Where finance and AP teams can apply these lessons first as they head into 2027 planning
A practical framework for evaluating AP’s broader financial impact and concrete next steps to bring into your organization.

Plus, one attendee will have the chance to win a pair of Meta glasses, so AP won’t be the only thing coming into clearer view.

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

hello@onphase.com (onPhase) — Tue, 28 Jul 2026 19:20:28 GMT

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.

NATDA Trailer Show 2026

hello@onphase.com (onPhase) — Tue, 07 Jul 2026 18:32:17 GMT

Transform Clearwater, Florida

hello@onphase.com (onPhase) — Mon, 06 Jul 2026 14:23:16 GMT

DynamicsCon 2026

hello@onphase.com (onPhase) — Wed, 24 Jun 2026 18:51:03 GMT

Phase in Clarity: Reducing Payment Risk in 15 Minutes

hello@onphase.com (onPhase) — Tue, 23 Jun 2026 19:26:28 GMT

Payment risk rarely comes from a single event. It builds over time through disconnected approvals, inconsistent routing, limited visibility into changes, and manual workarounds that reduce control across AP workflows.

As these gaps persisted, the impact became more visible across organizations, with 76% reporting attempted or actual payment fraud, highlighting how quickly control breakdowns can translate into real exposure.

During this 15-minute session, we explored how disconnected approvals, vendor changes, and payment activity across systems can create risk throughout the invoice-to-payment process.

In this session, viewers learned:

Where payment control gaps commonly appeared across AP workflows
The hidden risks of disconnected approvals and manual processes
What stronger controls looked like across the invoice-to-pay process
Real examples of how better visibility improved control without adding complexity

Modernizing Financial Operations with Procede + onPhase

hello@onphase.com (onPhase) — Thu, 18 Jun 2026 19:42:47 GMT

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: