Sobre o DocuPhase

Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.

Go paperless, manage your content, and automate your business processes to increase your productivity and perform higher-value work.

Accounting Automation - DocuPhase’s accounting automation solution provides you with the tools you need to simplify, organize, and automate all of your accounting processes. Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents.

Document Management - Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Eliminate the endless search for the documents you need to do your job.

Enterprise Automation - An Enterprise Automation Platform can be used to automate processes within any department or team. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!

Principais benefícios do DocuPhase

Streamline and automate your accounting processes.
Bring together data, content & processes.
Apply digital transformation across your business.
Eliminate the burden of repetitive manual tasks,
Standardize your processes to create consistent workflows that improve accuracy and reduce time to completion.

Dispositivos

Porte da empresa

P M G

Mercados

Estados Unidos

Idiomas

inglês

Imagens

Analytics dashboard page to view employee efficiency
Document Management system to store and edit documents
Web forms to connect data between customers, employees, and vendors
Work Item to store and document past expenses
Work Queue page that allows employees to assign themselves a task
Ver mais 6
DocuPhase - Vídeo
DocuPhase - Vídeo
DocuPhase - Vídeo
Captura de tela do DocuPhase: Analytics dashboard page to view employee efficiency Captura de tela do DocuPhase: Document Management system to store and edit documents Captura de tela do DocuPhase: Web forms to connect data between customers, employees, and vendors Captura de tela do DocuPhase: Work Item to store and document past expenses Captura de tela do DocuPhase: Work Queue page that allows employees to assign themselves a task

Recursos

Total de recursos do DocuPhase: 93

  • API
  • Acesso offline
  • Acesso para Celular
  • Acompanhamento de faturas não pagas
  • Alerta de pagamentos duplicados
  • Alertas/notificações
  • Análise de tendências
  • Armazenamento de arquivos
  • Armazenamento de documentos
  • Arquivo morto e retenção
  • Arrastar e soltar
  • Assinatura eletrônica
  • Automatização de processos e fluxos de trabalho
  • Automação dos processos comerciais
  • CRM
  • Captura de documentos
  • Captura e transferência de dados
  • Classificação de documentos
  • Cobrança e faturamento
  • Comentários/notas
  • Compartilhamento de arquivos
  • Compensação de cheques
  • Configuração do fluxo de trabalho
  • Controle de horas e despesas
  • Controle de versões
  • Controle do processo de aprovação
  • Controle dos processos comerciais
  • Controles/permissões de acesso
  • Conversão de PDF
  • Conversão de arquivos
  • Converter para PDF
  • Criação e design de formulários
  • Detecção de fraude
  • Digitalização da ID
  • Digitalização de documentos
  • Editor gráfico de fluxo de trabalho
  • Edição de texto
  • Extração de dados
  • Extração de metadados
  • Ferramenta de seleção de zonas
  • Ferramentas de colaboração
  • Fluxo de trabalho do projeto
  • Formulários na Internet
  • Geração de documentos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de fax
  • Gerenciamento de fornecedores
  • Gestão de ativos digitais
  • Gestão de coletas
  • Gestão de conformidade
  • Gestão de conteúdo
  • Gestão de formulários
  • Gestão de modelos
  • Gestão de mudanças
  • Gestão de tarefas
  • Gestão do fluxo de trabalho
  • Gestão virtual do fluxo de trabalho
  • Governança de informações
  • Histórico de faturas
  • Importação/exportação de dados
  • Indexação
  • Integrações de terceiros
  • Leitura de código de barras/tíquetes
  • Marca d'água
  • Modelagem de processos & Design
  • Modelos
  • Modelos de documentos
  • Modelos personalizáveis
  • Múltiplos formatos de edição
  • Pagamentos recorrentes
  • Pesquisa de texto completo
  • Pesquisa e filtro
  • Plataforma no-code
  • Preenchimento automático
  • Preenchimento de cheques
  • Preparação do Formulário W-1099
  • Processamento de faturas
  • Processamento de lotes
  • Processamento de pagamentos
  • Processamento de pagamentos ACH
  • Pré-processamento de imagens
  • Rastreamento de conformidade
  • Rastreamento de mudanças do processo
  • Reconciliação de pedidos
  • Reconhecimento óptico de caracteres
  • Recuperação de arquivos
  • Registro de auditoria
  • Relatórios e análise de dados
  • Replicação de dados
  • Revisão de documentos
  • Transferência eletrônica de fundos
  • Verificação de dados

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Avaliações

Classificação geral

4,4 /5
(48)
Relação qualidade/preço
4,2/5
Recursos
4,3/5
Praticidade
4,4/5
Suporte ao cliente
4,3/5

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Exibindo 5 avaliações de 48
Eri I.
Classificação geral
  • Setor: Seguros
  • Porte da empresa: 1.001-5.000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great software with great opportunities for evolved document management

Avaliado em 02/04/2018

Versatile workflows, easy UI with great intuitive design

Versatile workflows, easy UI with great intuitive design

Vantagens

I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams

Desvantagens

We have had some issues with upgrades through the past, where the support teams have had issues finding solutions to quite simple bugs that were prominent even before upgrading

Resposta do Docuphase

Hi Eri,

Thanks a lot for the review. It's been great working with you and the rest of the Bupa team. I'll follow up with you regarding the support concerns as well, because we'd definitely like some feedback on how you feel we can improve there.

Thanks,
Mike Morris
Customer Success Manager

Christy V.
Classificação geral
  • Setor: Telecomunicações
  • Porte da empresa: 51-200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Training and support is invaluable

Avaliado em 05/08/2020

There are a few processes that have had a major impact for us. We have automated our onboarding...

There are a few processes that have had a major impact for us. We have automated our onboarding processes, this ensures that all required documents are not only received, but reviewed and approved. We have reduced our email burden tremendously, so we spend less time reviewing emails to determine what info we need. DocuPhase is by far the best document management system I have seen, because it goes beyond the document and manages processes. If you want to see how really inefficient your processes are, implement them in DocuPhase. Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.

Vantagens

The most valuable feature to me is the ability to create or change a process with very little time and expertise involved. I am not a computer programmer, but I manage the DocuPhase system for the entire organization with very little effort. A process can be created, implemented and tested in just a few hours, depending on the complexity of the process. Forms can be created and amended faster than you could change and distribute a pdf form. Also, I know if I have any issues I can call DocuPhase with anything and they're right there to help. I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with. The team has helped us work through our processes and ideas to get them implemented and did not charge us a fortune in programming fees. We have been able to work remotely through the pandemic across multiple offices, largely due to DocuPhase. We have access to all documents, we are able to upload images and continue to collect signatures. Our purchasing is automated for approvals and budgeting, so it requires very little follow up. DocuPhase is by far my favorite tool to work with because I am able to do so much with it to improve many areas.

Desvantagens

I would like to see easier troubleshooting. Since I am not an IT person, I don't really delve into the deep database stuff. However, when I get an exception error or something like that, I really struggle trying to find the error. It's usually something simple, but I feel like I'm trying to find it blind. It would be helpful if the system told you why the error happened, without having to search everywhere for it.

Resposta do Docuphase

Thank you so much for your feedback! We are happy that you are satisfied with the system. Your comment on exception troubleshooting is being passed on to the team. Thanks again!

- DocuPhase Customer Succes Team

Joseph F.
Classificação geral
  • Setor: Imobiliárias
  • Porte da empresa: 51-200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

DocuPhase Software

Avaliado em 24/05/2021

The overall experience has been very good. DocuPhase support team is excellent when issues arise.

The overall experience has been very good. DocuPhase support team is excellent when issues arise.

Vantagens

The platform is easy to set-up and maintain. Security can be built at the user or group level. The email approval functionality is very useful for employees that are constantly on the go.

Desvantagens

DocuPhase's capture software Ancora has a few bugs that need to be worked out to increase reliability.

Aaron S.
Classificação geral
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 6.0 /10

The program is very useful, but when there is a problem that I can't solve in-house, it's...

Avaliado em 29/03/2018

Saving time, providing all of our hard-copied data at our fingertips digitally.

Saving time, providing all of our hard-copied data at our fingertips digitally.

Vantagens

Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time

Desvantagens

iLink is EXTREMELY temperamental - at best - and works only 10% of the time. When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request .

Resposta do iDatix

Hey Aaron,

I'm sorry to see your support rating. We pride ourselves on the nature of our support, and would hate to feel as though you're unsatisfied. I've been chatting this over with some other resources internally, and we'd like to pick your brain later this week about ways you feel as though we could improve. Expect that we'll follow up with you this week regarding your concerns, and then put measures in place to improve.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Harsha V.
Classificação geral
  • Setor: Seguros
  • Porte da empresa: 501-1.000 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly...

Avaliado em 29/03/2018

Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports

Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports

Vantagens

+ If you need to go paperless, automate operations, or implement Robotic process automation this is the best software in Contemporary Market world.
+ Great solution for document workflow Management.
+ Hyperlink feature on each level of document management is a great feature.
+ Adding Notes and sharing documents via Email management is a nice option to have.
+ Exciting to learn more about Analytics Tool.

Desvantagens

-> Performance: It is taking couple of minutes time to load large documents (No Performance issues on small files).
- Would like to know if Search function has option to add best bets on Global Search
-> Once we select the application, it would be good if we have a search option in that particular application level (like Global Search).
-> Being able to understand It as an emerging company, Would like to see if there is more scope for Employee Collaboration on sharing ideas like a Message Chatting tool within DocuPhase to share and discuss about the document management.
-> Hyperlink feature on each level of document management is a great feature, would love it more if this hyperlink feature is also in Workflow history management level to make administrator's Job Easy down the years on a given document history.

Resposta do iDatix

Hi Harsha,

Thank you for the review, and for the kind words. I know that our teams have been trying to get together for some additional projects lately, and I'll fold some of these suggestions into those conversations.

There's a lot of really great suggestions in your response as well, and we'll take those seriously. I'll pipe them back in to our product team so that we can game plan some of those enhancements internally. In the meantime, you can always submit your own enhancement requests here:
https://docuphase.ideas.aha.io/

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Exibindo 5 avaliações de 48 Leia todas as avaliações

Perguntas frequentes sobre o DocuPhase

Abaixo estão algumas perguntas frequentes sobre o DocuPhase.

O DocuPhase oferece os seguintes planos de pagamento:

  • A partir de:
  • Teste Grátis: Não disponível

Não temos informações sobre os recursos do DocuPhase.

Os clientes habituais do DocuPhase são:

11-50, 51-200, 201-500, 501-1.000, 1.001+

O DocuPhase está nos seguintes idiomas:

inglês

O DocuPhase é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O DocuPhase se integra com os seguintes aplicativos:

Microsoft Dynamics GP, Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud

O DocuPhase oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, 24 horas por dia (representante ao vivo), Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para DocuPhase.