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.
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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.
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Zetadocs Delivery
Zetadocs Delivery allows users to send documents in batches from within Microsoft Dynamics 365 Business Central, using templates that are ready to go straight out of the box.
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Lanvera
Lanvera stands out as a premier document outsourcing and technology firm that focuses on the creation, distribution, and preservation of secure customer communications, which encompass invoices, statements, tax documents, collection letters, and other essential business materials delivered through print/mail and electronic channels. The dependable archiving of these documents is crucial not only for regulatory compliance but also for effective customer service. Adhering to best practices necessitates storing an exact replica of what was dispatched to the customer, including promotional materials, rather than merely keeping them in text-based formats. Whether utilizing ECM platforms or dedicated storage servers, Lanvera ensures that the PDFs provided are meticulously indexed according to your requirements, enhancing accessibility and organization. This comprehensive approach empowers businesses to maintain a transparent record of communications while safeguarding sensitive information.
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