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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Jotform
Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes.
In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention.
With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.
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Questys Capture
Questys Capture is a powerful software solution designed for processing forms that enables the automation of virtually any data entry task, allowing for the seamless output of data and images into either your Questys Solutions Document Management and Content Management System or a third-party DMS or database. This innovative tool leverages sophisticated recognition technology to efficiently extract vital information from both scanned images and electronic documents. Through the use of full-page or zonal Optical Character Recognition (OCR), Questys Capture can accurately capture essential data points. Additionally, the software is equipped to identify various barcode formats, irrespective of their positioning on the page, and offers functionality for recognizing handwriting and optical marks as well. It is also capable of handling unstructured documents by intuitively detecting text patterns. With its extensive range of features, Questys Capture significantly reduces the likelihood of errors, enhancing the overall accuracy of data entry processes. Ultimately, this software solution not only streamlines workflows but also improves operational efficiency across various applications.
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FormConnect
You have the ability to design a wide range of forms such as patient intake forms, customer contact sheets, inspection documents, invoices, expense reports, proposals, purchase orders, surveys, and much more. Tags serve as a method to categorize records that share a common attribute, like an individual's name. You can also develop custom forms tailored for data input. Notable advanced capabilities include the option to generate an infinite number of forms, incorporate different types of fields, modify field widths, and add a company logo. Users can input their signature directly onto the form using a stylus or finger, and this signature can be secured to prevent any modifications once it's been captured. Additionally, annotating a form allows for the inclusion of handwritten notes or drawings directly over an image, which can be imported and becomes a lasting part of the form template. Utilizing the iPad’s built-in camera, you can seamlessly capture images to embed on the form. Moreover, these pictures are conveniently saved in the photo library for easy access whenever needed, ensuring that all necessary visual documentation is readily available. This flexibility in form creation and management enhances the overall user experience significantly.
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