Compare UnForm vs. onPhase in 2026

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Description

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

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 Yes

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP Yes

Microsoft Dynamics 365 Yes

Microsoft Dynamics 365 Finance Yes

NetSuite Yes

Dealertrack DMS No

Dynamics 365 Commerce No

Epicor BisTrack Yes

Epicor Eagle Yes

Epicor Eclipse Yes

Infor CloudSuite Corporate No

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Explore All 17 Integrations

Integrations

Acumatica Cloud ERP Yes

Microsoft Dynamics 365 Yes

Microsoft Dynamics 365 Finance Yes

NetSuite Yes

Dealertrack DMS Yes

Dynamics 365 Commerce Yes

Epicor BisTrack No

Epicor Eagle No

Epicor Eclipse No

Infor CloudSuite Corporate Yes

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Explore All 19 Integrations

Pricing Details

$500/month

Licensing Options: Hosted, Subscription or On-Premise

Free Trial Yes

Free Version No

Pricing Details

Please contact onPhase for pricing details.

Free Trial No

Free Version No

Deployment

Web-Based Yes

On-Premises No

iPhone App No

iPad App No

Android App No

Windows Yes

Mac No

Linux Yes

Chromebook No

Deployment

Web-Based Yes

On-Premises Yes

iPhone App Yes

iPad App Yes

Android App Yes

Windows Yes

Mac Yes

Linux Yes

Chromebook Yes

Customer Support

Business Hours Yes

Live Rep (24/7) No

Online Support Yes

Customer Support

Business Hours Yes

Live Rep (24/7) Yes

Online Support Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person No

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) No

In Person Yes

Vendor Details

Company Name

Synergetic Data Systems, Inc.

Founded

1988

Country

United States

Website

www.unform.com

Vendor Details

Company Name

onPhase

Founded

2000

Country

United States

Website

www.onphase.com

Product Features

Archiving

Access Control Yes

Data Deduplication Yes

Document Management Yes

Email Archiving Yes

Multimedia Archiving Yes

Retention Management Yes

Storage Management Yes

Version Control Yes

Web Archiving Yes

eDiscovery No

Business Process Automation

Business Process Management

Access Controls / Permissions Yes

Alerts / Notifications Yes

Business Process Automation Yes

Business Rules Management Yes

Collaboration Yes

Process Change Tracking Yes

Process Mapping Yes

Process Modeling & Design Yes

Visual Workflow Management Yes

Data Extraction

Disparate Data Collection Yes

Document Extraction Yes

Email Address Extraction Yes

IP Address Extraction Yes

Image Extraction Yes

Phone Number Extraction Yes

Pricing Extraction Yes

Web Data Extraction Yes

Document Collaboration

Access Control / Permissions Yes

Autosave Yes

Chat / Messaging No

Cloud Storage Yes

Comments / Annotations Yes

Edit / Change Tracking No

Electronic Signature Yes

Multiple File Formats Yes

Pre-made Templates Yes

Search Yes

User Tagging No

Version Control No

Workflow / Approval Process Yes

Document Control

Archiving & Retention Yes

Automated Routing Yes

Change Management No

Compliance Management No

Electronic Signature Yes

Escalation Management Yes

Periodic Review No

Version Control No

Document Generation

Batch Processing Yes

Collaboration Yes

Digital Signature Yes

Interaction Tracking No

Multiple Output Formats Yes

Templates Yes

Document Management

Access Controls Yes

Archiving & Retention Yes

Collaboration Tools Yes

Compliance Tracking Yes

Document Archiving Yes

Document Assembly Yes

Document Capture Yes

Document Conversion Yes

Document Delivery Yes

Document Indexing Yes

Document Retention Yes

Electronic Signature Yes

Email Management Yes

File Recovery Yes

File Type Conversion Yes

Forms Management Yes

Full Text Search Yes

Offline Access Yes

Optical Character Recognition Yes

Print Management Yes

Version Control No

Document Version Control

Access Controls/Permissions Yes

Approval Process Control Yes

Archiving & Retention Yes

Audit Trail Yes

Commenting / Notes Yes

Document Check-in / Check-out Yes

For Engineering Documents No

Revision History No

Version Comparison No

Version Rollback No

Electronic Data Capture

Audit Trail Yes

CRF Tracking No

Data Entry Yes

Data Verification Yes

Distributed Capture Yes

Document Imaging Yes

Document Indexing Yes

Forms Management Yes

Remote Capture Yes

Study Management No

Enterprise Content Management (ECM)

Archiving & Retention Yes

Collaboration Tools Yes

Content Lifecycle Management Yes

Digital Asset Management No

Document Management Yes

Electronic Signature Yes

Information Governance No

Mobile Access Yes

Search Yes

Version Control No

Workflow Management Yes

Forms Automation

Approval Process Control No

Archiving & Retention Yes

Collaboration Yes

Document Indexing Yes

Drag & Drop Yes

Full Text Search Yes

Remote Document Access Yes

Rules-Based Workflow Yes

Text Editing Yes

Version Control No

Print Management

Cost Tracking Yes

Device Status Monitoring Yes

Environmental Metrics Yes

Guest Printing Yes

Mobile Printing Yes

Multi-Printer Support Yes

Multiple Authentication Methods Yes

Print Billing Yes

Print Job Deletion Yes

Print Job Routing Yes

Print Quotas / Limits Yes

Remote Printing Yes

Reporting / Analytics Yes

Secure Print Job Release Yes

Robotic Process Automation (RPA)

Analytics Yes

Attended Automation Yes

Code-free Development No

Image Recognition Yes

Optical Character Recognition Yes

Process Builder Yes

Third Party Application Integration Yes

Unattended Automation Yes

Workflow Management

Access Controls/Permissions Yes

Approval Process Control Yes

Business Process Automation Yes

Calendar Management No

Compliance Tracking No

Configurable Workflow Yes

Customizable Dashboard Yes

Document Management Yes

Forms Management Yes

Graphical Workflow Editor No

Mobile Access Yes

No-Code No

Task Management No

Third Party Integrations Yes

Workflow Configuration Yes

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 Yes

Accounts Receivable Yes

Bank Reconciliation Yes

Billing & Invoicing Yes

CPA Firms No

Cash Management No

Cryptocurrency Support No

Expense Tracking Yes

Fixed Asset Management No

Fund Accounting No

General Ledger No

Government No

Multi-Currency Yes

Nonprofits Yes

Payroll Management No

Project Accounting No

Purchase Orders Yes

Tax Management No

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 No

Bank Reconciliation Yes

Cash Management No

Check Writing No

Duplicate Payment Alert Yes

Fraud Detection Yes

General Ledger Entry No

Vendor Management Yes

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 Yes

Billing & Invoicing Yes

Check Processing Yes

Collections Management No

Online Payment Processing No

Overpayment Processing No

Partial Payments No

Receivables Ledger No

Recurring Billing No

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 Automation

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 Yes

Alerts / Notifications Yes

Business Process Automation Yes

Business Rules Management Yes

Collaboration Yes

Process Change Tracking Yes

Process Mapping Yes

Process Modeling & Design Yes

Visual Workflow Management Yes

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 Yes

Data Capture and Transfer Yes

Data Cleansing Yes

Data Entry Verification Yes

Data Search Flexibility Yes

Duplicate Detection Yes

Flexible Search Yes

Image Entry Yes

Library Conversion No

Mis-Keyed Variation Detection No

Phonetic Variation Detection No

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 Yes

Collaboration Yes

Digital Signature Yes

Interaction Tracking No

Multiple Output Formats No

Templates No

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 Yes

Archiving & Retention Yes

Collaboration Tools Yes

Compliance Tracking Yes

Document Archiving Yes

Document Assembly No

Document Capture No

Document Conversion No

Document Delivery Yes

Document Indexing Yes

Document Retention Yes

Electronic Signature Yes

Email Management Yes

File Recovery Yes

File Type Conversion Yes

Forms Management Yes

Full Text Search Yes

Offline Access Yes

Optical Character Recognition Yes

Print Management No

Version Control Yes

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 Yes

CRF Tracking Yes

Data Entry Yes

Data Verification Yes

Distributed Capture Yes

Document Imaging Yes

Document Indexing Yes

Forms Management Yes

Remote Capture Yes

Study Management No

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 Yes

Archiving & Retention Yes

Collaboration Yes

Document Indexing Yes

Drag & Drop Yes

Full Text Search Yes

Remote Document Access Yes

Rules-Based Workflow Yes

Text Editing Yes

Version Control Yes

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 Yes

Convert to PDF Yes

ID Scanning Yes

Image Pre-processing Yes

Indexing Yes

Metadata Extraction Yes

Multi-Language Yes

Multiple Output Formats Yes

Text Editor Yes

Zone Selection Tool Yes

Workflow Automation

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 Yes

Approval Process Control Yes

Business Process Automation Yes

Calendar Management No

Compliance Tracking Yes

Configurable Workflow Yes

Customizable Dashboard Yes

Document Management Yes

Forms Management Yes

Graphical Workflow Editor Yes

Mobile Access Yes

No-Code Yes