onPhase
onPhase is an AI-powered SaaS platform that automates accounts payable, supplier payments, document management, and workflow processes, primarily serving finance teams at heavy truck dealerships and mid-market to enterprise organizations across 50 US states.
- Company typePrivate
- Founded2000
- HeadquartersClearwater, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What onPhase does
onPhase, operating under the legal entity DocuPhase, LLC, is an AI-powered financial automation platform that consolidates accounts payable (AP) automation, supplier payments, document management, and no-code workflow automation into a single integrated product. The platform is built around Smart Capture, an AI-driven OCR and invoice data extraction engine marketed at up to 99.9% accuracy, combined with rules-based and AI-driven 2-way, 3-way, and 4-way invoice matching, configurable multi-step approval routing, and embedded supplier payment execution via ACH, check, or virtual card. Native, bidirectional integrations with 15+ ERP and dealer management systems — including NetSuite, SAP, Microsoft Dynamics, Acumatica, Sage, Workday, QuickBooks, Procede/Excede, CDK Global, Karmak Fusion, Dealertrack, and Raymond James — allow invoices, approvals, and payment status to flow in real time without manual rekeying.
The company primarily serves finance and accounting teams at mid-market and enterprise organizations in the heavy truck and commercial vehicle dealership vertical, with growing penetration into healthcare providers (supported by HIPAA compliance) and large multi-location enterprises such as airlines, logistics, retail, and universities. The product is delivered as a quote-based SaaS subscription that scales with invoice volume, user count, and modules selected, paired with professional services for implementation in complex multi-rooftop deployments; pricing is not publicly disclosed and is gated behind a demo request.
Go-to-market combines direct enterprise field sales targeting controllers and CFOs at large multi-rooftop dealer groups and enterprises, self-serve evaluation via the website's demo funnel, and channel partnerships with DMS providers (Procede Software, CDK Global, Karmak Fusion) and ERP platforms that embed or recommend onPhase's capabilities. Distribution is augmented by content marketing (blog, whitepapers, case studies), industry event participation (NADA, ATD, CDK Connect), and active presence on G2 with multiple 2025 badges. The company is headquartered in Clearwater, Florida, employs 51-100 people, and has been operating since 2000 (previously known as iDatix). It holds SOC 2 Type I and Type II certifications, HIPAA certification, and reports processing more than $4B in payments, 10M+ invoices, and 300M documents annually across approximately 70,000 users in 168 cities and all 50 US states.
onPhase firmographics
Firmographics- Name
- onPhase
- Legal name
- DocuPhase, LLC
- Website
- https://onphase.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- onPhase is an AI-powered SaaS platform that automates accounts payable, supplier payments, document management, and workflow processes, primarily serving finance teams at heavy truck dealerships and mid-market to enterprise organizations across 50 US states.
- Ownership category
- akta.pro rank
onPhase industry classification
Industry- Product category
- Accounts Payable Automation Software
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Bill Pay, Invoicing & Payables Platforms (BPAMAFAF)
- akta.pro secondary industries
- E-Invoicing & Invoice Presentment (B2B/B2G) (FSAMAJAF), Embedded Payments (Pay-ins, Pay-outs, Wallets) (FSAGALAB), Payouts, Disbursements & Mass Payments Infrastructure (FSAGABAN)
Keywords
Where onPhase is headquartered
LocationHeadquarters
- HQ city
- Clearwater
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
onPhase business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription / Software Licensing: Annual or multi-year SaaS subscription licensing for the AP automation, payments, document management, and workflow automation platform. Pricing is quote-based and scales with invoice volume, user count, and module usage.
- Professional Services & Implementation: Implementation, onboarding, and configuration services to deploy the platform across customer environments, particularly for complex multi-rooftop or multi-entity deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing based on invoice volume, user count, and modules selected. |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
onPhase product offering
Product offeringCore offering
onPhase is an AI-powered financial automation and payments platform that automates the entire accounts payable lifecycle from invoice capture through supplier payment for enterprise finance teams. The platform combines AI-driven Smart Capture document processing, rules-based approval routing, 2-way/3-way/4-way invoice matching, integrated ACH/check/virtual card payment disbursement, and configurable workflow automation within a single cloud solution. It serves primarily heavy-duty and commercial vehicle dealerships as well as healthcare, manufacturing, retail, and enterprise finance teams across all 50 US states.
Product overview
onPhase is an AI-powered financial automation and payments platform built as a unified solution for growing finance teams. The platform operates under DocuPhase LLC as the parent company and is available across all 50 US states serving 168 cities. The core portfolio includes AP Automation (invoice-to-payment with 99.9% accuracy), Smart Capture (AI OCR document processing), Payments (supplier and consumer payments via ACH, check, virtual card), Document Management (secure storage and retrieval), and Online Forms & Workflow Automation (no-code form builder with routing). The platform connects directly with major ERP systems including NetSuite, Microsoft Dynamics, SAP, Procede, CDK, Acumatica, and QuickBooks. DocuPhase acquired Treeno Software and Clearwater Payments in April 2021 and iPayables (enterprise-focused AP automation company) to expand its capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- AP Automation AI-powered accounts payable automation that automates the entire invoice-to-payment process for enterprise finance teams with up to 99.9% accuracy, secure transactions, and audit-ready reporting. Features include instant invoice capture, smart rules-based approval routing, and intelligent 2-way, 3-way, or 4-way invoice matching.
- Payments (Consumer & Supplier) Automates supplier payments and collections with full visibility, enabling secure payment sending via ACH, check, or virtual card while reducing risk and manual touchpoints for enterprise finance teams.
- Smart Capture AI-powered document capture using OCR and intelligent automation that delivers complete, accurate invoice data straight into the AP workflow, eliminating manual invoice data entry.
- Document Management Cloud-based document scanning, storage, search, and retrieval for financial documents within a secure, access-controlled system; keeps contracts, W-9s, and receipts organized, compliant, and audit-ready.
- Online Forms & Workflow Automation No-code, web-based form builder that replaces paper forms and fillable PDFs, routing submissions to the right approvers, triggering next steps automatically, and collecting electronic signatures without manual processes.
Quantifiable outcome
- Processes more than $4 billion in payments and 10 million+ invoices annually across 70,000 users in 168 cities across 50 US states
- +5 more outcomes
Companies that use onPhase
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles3 records
onPhase technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
AI capability9 records
Feature6 records
onPhase partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- ITILITEcoreonPhase and ITILITE announced a strategic partnership to integrate their platforms for finance operations. The collaboration focuses on enhancing visibility and control over travel, expenses, invoices, and payments. Both companies aim to simplify processes, strengthen financial control, and improve operational efficiency for finance teams, while expanding their ecosystems to better support modern finance needs.
- Procede SoftwarecoreDocuPhase (dba onPhase) is Procede's preferred integration partner for document management and workflow automation solutions. The partnership integrates onPhase's digitized forms, automated workflows, and payment processes into Procede's Excede DMS software, enabling dealerships to eliminate paper-based processes, reduce manual data re-entry, and achieve full process visibility within the Excede platform.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
onPhase competitors and assessment
Company assessmentDirect peers
- Tipalti: AI-powered AP automation platform with global mass payments, covering invoice capture, approval workflows, supplier payments, and tax compliance. Direct competitor in mid-market and enterprise AP and embedded payments.
- MineralTree: AP automation platform specializing in mid-market invoice-to-payment workflows with bank connections and supplier payments. Comparable product scope and target buyer in finance and accounting teams.
- Airbase: AP automation plus broader spend management (corporate cards, expense, procurement). Comparable product overlap on invoice-to-pay workflows; competes for the same mid-market controller/CFO buyer.
- Stampli: AP automation platform with collaborative AI invoice handling and supplier payments. Closely comparable product surface (invoice capture, approval routing, payments) targeting mid-market and enterprise finance teams.
- AvidXchange: AP automation and payment automation provider with deep mid-market footprint, offering invoice capture, approval workflows, and ACH/check/virtual card payments. Directly comparable onPhase in payment volume scale and buyer persona.
- Corcentric: Source-to-pay and AP automation platform serving mid-market and enterprise. onPhase's newly hired CPO came from Corcentric, evidencing the overlap in product strategy and target customer (controllers, AP teams, finance leaders).
- Bill.com: Public SMB-focused AP/AR automation and bill pay platform. Direct overlap with onPhase on invoice capture, approval workflows, and integrated supplier payments — though Bill.com skews SMB while onPhase targets dealerships and mid-market/enterprise.
Emerging players
- Ramp: AI-first corporate cards and spend management platform that has expanded into AP automation and bill pay. Competes for the same growing finance team buyer with a modern UX and aggressive pricing.
Broad incumbents
- SAP Concur: Enterprise travel, expense, and invoice management platform owned by SAP. Overlaps with onPhase on invoice capture and broader finance workflows at large enterprises; onPhase's CCO previously held roles at Concur.
- Emburse: Broader spend management platform encompassing expense, AP automation, and payments. onPhase's new CCO came from Emburse, reflecting the overlap in customer (finance teams) and adjacent workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
onPhase social profiles
Digital presenceonPhase compliance and trust
Trust signalCompliance3 records
onPhase financial estimates
Financial estimateRevenue estimate
Valuation estimate
onPhase leadership team
Management profileNumber of profiles
Profiles6 records
onPhase subsidiaries and ownership
Company hierarchySubsidiaries3 records
onPhase funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
onPhase M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about onPhase
What does onPhase do?
onPhase is an AI-powered financial automation and payments platform that automates the entire accounts payable lifecycle from invoice capture through supplier payment for enterprise finance teams. The platform combines AI-driven Smart Capture document processing, rules-based approval routing, 2-way/3-way/4-way invoice matching, integrated ACH/check/virtual card payment disbursement, and configurable workflow automation within a single cloud solution. It serves primarily heavy-duty and commercial vehicle dealerships as well as healthcare, manufacturing, retail, and enterprise finance teams across all 50 US states.
Is onPhase a public or private company?
onPhase is a private company. It is classified as venture growth investor backed and is currently operating.
When was onPhase founded?
onPhase was founded in 2000. It employs 101 to 250 people.
Where is onPhase based?
onPhase is headquartered in Clearwater, United States, in the North America region.
How does onPhase make money?
Two revenue lines are on record. SaaS Subscription / Software Licensing is the primary driver. The others are professional Services & Implementation.
Who are onPhase's main competitors?
Direct peers on record are Tipalti, MineralTree, Airbase, Stampli, AvidXchange, Corcentric and Bill.com. Ramp is listed as an emerging player. Broad incumbents are SAP Concur and Emburse.
Does onPhase have an API?
No public API is recorded for onPhase.
What industry is onPhase in?
onPhase's product category is Accounts Payable Automation Software. Its primary akta.pro industry code is BPAMAFAF, Bill Pay, Invoicing & Payables Platforms, with a secondary code of FSAMAJAF, E-Invoicing & Invoice Presentment (B2B/B2G). Its NAICS code is 522320 and its SIC code is 7372.