---
description: Learn more about onPhase pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
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title: onPhase Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Forms Automation Software](/directory/10023/forms-automation/software) > [onPhase](/software/125393/docuphase)

# onPhase

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> onPhase’s AI-powered automation platform combines AP \&amp; Payments, Document Management and Online Forms to help teams scale for growth.
> 
> Verdict: Rated **4.5/5** by 127 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses onPhase?

onPhase supports mid-market businesses across multiple industries including but not limited to healthcare, manufacturing, heavy trucking, higher education, member-based organizations and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 127 Reviews |
| Ease of Use | 4.4/5 | Based on overall reviews |
| Customer Support Software | 4.4/5 | Based on overall reviews |
| Value for Money | 4.2/5 | Based on overall reviews |
| Features | 4.3/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: onPhase
- **Location**: Clearwater, US
- **Founded**: 2000

## Commercial Context

- **Pricing model**: Other
- **Pricing Details**: Pricing varies based on your solution of interest and needs. Please reach out to onPhase directly for more information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- ACH Payment Processing
- Access Controls/Permissions
- Approval Process Control
- Archiving & Retention
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Business Process Automation
- Cash Management
- Collaboration Tools
- Compliance Tracking
- Customizable Forms
- Customizable Templates
- Data Extraction Software
- Data Import/Export
- Document Capture
- Document Classification
- Document Management Software
- Document Storage
- Drag & Drop
- Duplicate Payment Alert
- Electronic Funds Transfer
- Electronic Signature
- File Conversion
- File Sharing Software
- Financial Management Software
- Forms Creation & Design
- Forms Management
- Full Text Search
- General Ledger
- Graphical Workflow Editor
- Invoice Processing
- No-Code
- Optical Character Recognition
- Payment Processing Software
- Process Modeling & Designing
- Process/Workflow Automation
- Purchase Order Management
- Purchase Order Reconciliation
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Task Management Software
- Third-Party Integrations
- Time & Expense Tracking
- Version Control
- Workflow Configuration
- Workflow Management Software
- Zone Selection Tool

## Integrations (5 total)

- Microsoft Outlook
- NetSuite
- SAP Business One
- Sage 500
- Salesforce Sales Cloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Forms Automation Software](https://www.capterra.ca/directory/10023/forms-automation/software)

## Related Categories

- [Forms Automation Software](https://www.capterra.ca/directory/10023/forms-automation/software)
- [Accounts Payable Software](https://www.capterra.ca/directory/30520/accounts-payable/software)
- [OCR Software](https://www.capterra.ca/directory/31459/ocr/software)
- [Accounting Software](https://www.capterra.ca/directory/1/accounting/software)
- [Enterprise Content Management Software](https://www.capterra.ca/directory/31079/enterprise-content-management/software)

## Alternatives

1. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3287 reviews)
2. [Jobber](https://www.capterra.ca/software/127994/jobber) — 4.6/5 (1456 reviews)
3. [PayPal](https://www.capterra.ca/software/179251/paypal) — 4.6/5 (26378 reviews)
4. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8431 reviews)
5. [Abby](https://www.capterra.ca/software/1036470/abby) — 4.7/5 (604 reviews)

## Reviews

### "Documents with Docuphase" — 4.0/5

> **Abhishek** | *January 3, 2025* | Information Technology & Services | Recommendation rating: 9.0/10
> 
> **Pros**: 1. The support team is good.&#10;2. The interface is intuitive and extremely easy to use.&#10;3. Managing and records of documents and invoices are just perfect.&#10;4. It logs every activity which is performed on particular document which makes the environment compile and reliable.
> 
> **Cons**: 1. It requires internet to work so sometime online and offline internet makes issue in working.&#10;2. Issue with duplication of files and invoices has encountered multiple time.
> 
> The experience is pleasant in management of documents and invoice for a long term goal smoothly and easily.&#10;It is quite easy for managing documents separately and extracting any time without any issues. Although the product is good and effective.

-----

### "Review 4/17/25" — 5.0/5

> **Christina** | *April 17, 2025* | Accounting Software | Recommendation rating: 5.0/10
> 
> **Pros**: Can see invoices that have not been processed
> 
> **Cons**: To many areas to search for an invoice when it is not processed
> 
> Its been good if there are no issues with POs

-----

### "A CFO's Sidekick" — 5.0/5

> **Samuel** | *January 16, 2025* | Marketing & Advertising | Recommendation rating: 9.0/10
> 
> **Pros**: It handles document capture with ease and reliability. All powered by AI.
> 
> **Cons**: Some UI can feel dated or clunky here and there.

-----

### "Great product that has performed very well for us at Mercy Ships" — 4.0/5

> **Kelvin** | *November 17, 2017* | Recommendation rating: 10.0/10
> 
> **Pros**: The power of the integration functionality has been key for us. We use 80% of our forms from within our Confluence Wiki and integrate with a number of different databases as well. Being able to look up user details in our HR system and our AD instance has enabled us to automate many of our processes.
> 
> **Cons**: The learning curve is steep. The documentation is very detailed but lacking in overview so it takes a while to wrap your head around how it all hangs together. However, once that hurdle is overcome it is a great tool\!
> 
> We were able to improve the workflow of many of our forms that were previously in Adobe Livecycle as well as verify who was signing off on each step in the workflow.

-----

### "Straightforward and Secure Digital Filing" — 5.0/5

> **Verified Reviewer** | *July 11, 2023* | Capital Markets | Recommendation rating: 10.0/10
> 
> **Pros**: I appreciate the ease of access, coupled with high level of security and user friendly features. Many programs struggle with achieving all of these.
> 
> **Cons**: I wish there was more functionality to make our uploads in a templated uniform format, that would make it easier to always find what you are looking for. (if this is already a feature I wish it would be promoted more directly to the admins)
> 
> we are using DocuPhase to store all operational records, coordinate record-keeping across multiple offices, and hold files for ongoing troubleshooting.

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## Links

- [View on Capterra](https://www.capterra.ca/software/125393/docuphase)

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