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Average Ratings 685 Ratings

Total
ease
features
design
support

Average Ratings 217 Ratings

Description

This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.

Description

onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Acumatica Cloud ERP
Dealertrack DMS
Dynamics 365 Commerce
Infor CloudSuite Corporate
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Outlook
NetSuite
Sage 100 Contractor
Sage 300
Sage 300 Construction and Real Estate (CRE)
Salesforce
Workday Extend

Integrations

Active Directory
Acumatica Cloud ERP
Dealertrack DMS
Dynamics 365 Commerce
Infor CloudSuite Corporate
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Outlook
NetSuite
Sage 100 Contractor
Sage 300
Sage 300 Construction and Real Estate (CRE)
Salesforce
Workday Extend

Pricing Details

$29/user/mo
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CMW Lab

Founded

2010

Country

United States

Website

www.cmwlab.com

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

Business Process Automation

Enhance and simplify fundamental business functions using low-code solutions tailored for large organizations. The CMW Platform empowers you to digitize and manage complete processes such as capital expenditure approvals, procurement, and compliance, featuring role-specific access, intuitive visual workflows, and comprehensive traceability throughout various departments.

Business Process Management

A comprehensive low-code Business Process Management (BPM) platform that enables the design, execution, and enhancement of business workflows throughout the organization. Tailored for both technical and non-technical users, it promotes effective governance, adaptability, and seamless connectivity with your existing enterprise systems.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Enterprise Architecture

This innovative low-code platform for enterprise architecture (EA) and business process management (BPM) empowers organizations to create dynamic and executable enterprise architecture. It goes beyond static diagrams, offering a system that actively influences operational workflows. Users can craft capability maps, define business components, and outline system landscapes, all while establishing direct connections to processes and applications. As architectural elements evolve, corresponding processes adapt seamlessly. The platform features integrated process automation, intuitive visual modeling, and robust API connectivity, ensuring that any shifts in strategy, organizational structure, or system configurations are mirrored throughout your operations in real-time. It effectively bridges the divide between planning and execution, transforming architecture into a vital governing force. This solution is particularly beneficial for sectors such as finance, healthcare, manufacturing, utilities, and government, where traceability, agility, and a unified perspective on the interplay between strategy, systems, and processes are crucial. It facilitates architecture-driven execution by aligning business strategy with operational workflows.

Application Portfolio Management
Architecture Governance
Capability Mapping
Diagramming
Idea Management
Modeling & Simulation
Project Management
Risk Assessment
Transformation Roadmapping
Version Control

Issue Tracking

CMW Platform is a low-code business process management system (BPMS) designed for creating tailored applications, such as advanced issue tracking systems that surpass conventional ticketing solutions. It empowers users to develop personalized workflows, forms, roles, and rules that seamlessly integrate with their organizational processes and enterprise architecture. With built-in automation features and enterprise architecture modeling tools, you can link issue tracking to various related operations, including procurement, compliance, service requests, and change management. The platform offers a user-friendly visual designer, a robust business rule engine, and comprehensive API capabilities for seamless integration with external systems, such as ERP, CRM, email, and document management solutions. Additionally, it includes features like audit trails, access management, customizable dashboards, and automated routing, all tailored to meet your specific requirements. Employed across diverse sectors such as manufacturing, finance, healthcare, and public services, CMW Platform enables organizations to efficiently address internal issues, incidents, and requests, ensuring agility, control, and scalability while maintaining compliance and preparing for future challenges.

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Project Management

Introduce automation into your project management processes with the CMW Platform. This tool allows you to organize, monitor, and manage project workflows — starting from initiation and approvals to execution and reporting — while effortlessly connecting to financial and planning systems.

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Create and streamline planning processes that incorporate budgeting, resource distribution, and key milestones. The CMW Platform ensures that plans are in sync with organizational goals and facilitates automated collaboration among different teams.

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Tracking

Gain instant insight into your project's advancement through comprehensive dashboards, status monitoring, and automated notifications. Link tracking directly to core processes for a seamlessly integrated project management ecosystem.

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Task Management

Streamline your organized workflows by incorporating logic, dependencies, and escalation protocols. Move past simple checklists by connecting tasks to forms, approvals, and actual data, all while ensuring transparency and readiness for audits.

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Workflow Management

Create and oversee intricate workflows featuring role-specific routing, conditional logic, and integration capabilities, all within an intuitive low-code platform. Quickly adjust to evolving requirements while ensuring compliance and optimal performance.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Accounting

Simplify the strain of monotonous duties and lengthy invoice approval processes through accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable

Ease the strain of monotonous duties and prolonged invoice approvals by utilizing accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

Utilize adaptable and secure payment solutions for both incoming and outgoing transactions. Lower your Days Sales Outstanding (DSO) by offering easy bill payment alternatives for consumers, and protect your profits with incentives for early payments.

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

AP Automation

Reduce the strain of monotonous tasks and lengthy invoice approval processes through accounting automation, which enables you to efficiently capture, authorize, and process payments while effortlessly syncing with your ERP system.

Business Process Management

Docuphase provides an all-encompassing array of smart financial solutions aimed at enhancing predictability, transparency, and operational efficiency. Our offerings encompass Document Management, Invoice and Data Capture, Forms & Workflow, Accounts Payable Automation, and Vendor and Supplier Payment solutions. Each component is crafted to streamline and automate back-office processes, enabling CFOs to concentrate on more critical responsibilities.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Entry

Achieve an impressive 99.99% precision with our advanced OCR technology, enhanced by human expertise, capable of interpreting headers, line items, and handwritten notes. This results in significantly reduced manual data entry time.

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Document Generation

Revolutionizes the way finance departments manage essential paperwork, including contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase offers the capability to convert physical records into digital formats, consolidating these documents into a user-friendly database. This streamlining process not only facilitates easier data storage and retrieval but also bolsters security and ensures compliance with regulations.

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Revolutionizing the way finance departments manage essential paperwork like contracts, invoices, receipts, financial statements, and purchase orders, DocuPhase offers a solution that converts physical documents into digital formats. This process consolidates all files into a user-friendly repository, streamlining the storage and retrieval of information while improving security and ensuring compliance with regulations.

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Electronic Data Capture

Achieve an impressive 99.99% precision with our advanced OCR technology, enhanced by human support, capable of interpreting headers, line items, and handwritten notes. This innovation significantly reduces the time you would otherwise devote to inputting data manually.

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Finance

Ease the strain of monotonous activities and lengthy invoice approval processes with automated accounting solutions. This technology enables you to efficiently capture, approve, and process payments while effortlessly integrating with your existing ERP system.

Forms Automation

Streamlines the processes of gathering, directing, approving, and notifying regarding expense approvals, vacation requests, and new employee onboarding. Guarantees that the appropriate parties are engaged at every stage of your workflow, regardless of its complexity, thereby reducing delays and obstacles.

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

OCR

Achieve an impressive accuracy rate of 99.99% using our advanced OCR technology, which is powered by artificial intelligence and supported by human expertise. This system efficiently processes headers, line items, and handwritten notes, significantly reducing the time required for manual data entry.

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Workflow Management

Streamlines the processes for gathering, directing, approving, and notifying concerning expense approvals, leave requests, and new employee onboarding. Guarantees that all relevant parties are engaged at every stage of your workflow, regardless of its complexity, reducing any potential delays and obstacles.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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