onPhase
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.
Learn more
Docmosis
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
Learn more
DocuGenerate
Our API and web application allows you to easily generate PDF documents such as invoices, letters and other documents. Prepare your Word template by adding tags to the places where you would like dynamic text. Then, provide the data in JSON or an Excel file. The template will generate a document for each data item by replacing the tags in the template with the actual data. The advanced customization features can help your business create PDF documents for any application with minimal effort. The merge tags are detected automatically after uploading the template based on its content. Our REST API allows you to create personalized experiences for your company. Generate thousands of PDF documents in bulk, such as invoices, letters and contracts. Call the Generate Document API with your data, and within seconds a PDF document will be created from the specified template.
Learn more
PrintSmith Vision
PrintSmith Vision is the affordable print management solution that understands and automates print operational processes in franchise shops, small print shops, print-on-demand, and in-plant facilities.
• Powerful estimating
• Point-of-sale capabilities
• Account management
• Production management
• Accounting and sales analysis tools
Full business reporting capabilities provide real-time analytics that allow you to identify productivity and job costing.
- Estimating and quoting: Get estimates quickly, accurately, and right the first time. With PrintSmith Vision you can generate estimates for all of your jobs, from business cards and letterheads to complex projects. This solution provides multi-bidding capabilities for up to forty different quantities, invoice templates, and estimates history.
- Financial management: Customizable reporting, enabling your organization to automate the management of your job costing, invoicing, purchase order management, and accounts receivable operations and provide an improved buyer experience. In addition, email enablement for invoices and other customer communications reduces postage requirements and provides timely information to customers.
Learn more
