# onPhase Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about onPhase Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/125393/DocuPhase --- # onPhase Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) onPhase ## What is onPhase? onPhase makes it easy to organize, store, and retrieve financial documents in one secure place. Every invoice, contract, or supporting file is indexed at the point of capture and linked directly to your workflows—so nothing gets lost or delayed. Built-in user permissions and audit trails help ensure compliance, while real-time search and tagging features make audits and approvals faster. Designed to scale, onPhase eliminates the need for disconnected file folders and keeps your team moving with confidence. ## What is onPhase used for? [Document Management](https://www.capterra.com/document-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Forms Automation](https://www.capterra.com/forms-automation-software/) Top alternative Featured Overall rating Based on 127 user reviews Reviews sentiment Positive 90% Neutral 8% Negative 2% Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for onPhase?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.docuphase.com&name=onPhase) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### onPhase 4.5 (127) VS. [4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting Price Contact vendor Starting Price $50 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (127) Ease Of Use 4.3 (28,722) Value For Money 4.2 (111) Value For Money 4.3 (20,317) Customer Service 4.4 (119) Customer Service 4.4 (18,360) ## onPhase alternatives [4.6 (5,060)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Highest Rated [4.7 (9,271)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month [4.5 (3,663)](https://www.capterra.com/p/136446/Confluence/reviews/) Starting price $5.42 Per User, Per Month [4.5 (1,243)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/125393/DocuPhase/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Storage 4.7 (23) 69.57% of 23 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Access Controls/Permissions 4.7 (21) 85.71% of 21 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems File Sharing 4.6 (18) 72.22% of 18 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Electronic Signature 4.5 (15) 33.33% of 15 reviewers that rated this feature as important or highly important Digitally sign online documents Task Management 3.9 (13) 46.15% of 13 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Archiving & Retention 4.7 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes onPhase 116 features Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Categorizes outstanding invoices based on the amount of time they have remained unpaid Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Automatically populating fields or sections within a form Compare and match accounting/financial records with corresponding bank statements Software's ability to perform similar action on multiple similar files simultaneously Create, manage, and send invoices or bills to customers Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Issue payments to third parties via checks Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Capability of a software or system to make decisions and perform actions based on specified conditions Configure existing workflows to meet your organization's needs Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Create, edit, convert to and from PDF files Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import, collect, and capture data from multiple sources Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Process of checking different types of data for accuracy to avoid errors or inconsistencies Manage digital assets Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Convert paper files into digital images Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Receive an automatic notification when the exact same payment is about to be initiated for the second time Transfer money electronically between two bank accounts Electronically collect payments for goods or services Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Integrate with existing ERP systems Convert files to a different format Recover lost, deleted, or damaged files Public or private sharing of digital files such as documents, audio/video, images, and more Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Automate repetitive tasks such as filling out information or creating certain types of forms Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Store, manage and track all forms in a centralized location Identify and prevent suspicious activity Search for specific words or phrases within a document or database Centralized accounting record which tracks all financial transactions Create, design and modify the flow and processes of tasks in a project Scan and validate an ID barcode Compile and organize data into specific metrics Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. Store and view prior invoices for each account/client Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Retrieval of embedded metadata that is present within a file Access software remotely via mobile devices Create content in various formats, such as print, PDF, HTML and more Drag and drop/visual interfaces that allow non-tech users to build without writing code Ability of websites, web applications, or mobile applications to function without an active internet connection Create, send, and view electronic invoices Ability to recognize printed or written text within digital images or scanned documents Accept, record, and reconcile financial transactions Convert other file formats to and from PDF. Document any changes or proposed changes made to business processes or workflows Visually identify, define, and map all details and relationships surrounding business process models and elements Streamlining repetitive tasks and activities through automated and predefined workflows Create, manage, or update project workflows. Create, send, and track purchase orders and their statuses Aligns purchase orders with incoming invoices and receiving reports Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Manage all supplier data and operations Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Edit text as needed Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Track revisions and updates made to files and navigate between different versions Web form that allows users to enter data that is sent and processed for different reasons Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Selects specific portions of images, files, texts, websites or documents Get Advice We can help you find the software with the features you need. Features 4.3 (124) 4.3 Based on 124 reviews ## Pricing Value for money 4.2 (111) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.2 (111) 4.2 Based on 111 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)[ Sage 500](https://www.capterra.com/p/227242/Sage-500/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (119) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (119) 4.4 Based on 119 reviews ## User reviews Overall rating 4.5 Based on 127 reviews Filter by rating 5(78) 4(36) 3(10) 2(2) 1(1) Mentioned topic Sorted by most recent CB Christina B. Accounts Payable Accounting ### "Review 4/17/25" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 April 17, 2025 Its been good if there are no issues with POs Pros Can see invoices that have not been processed Cons To many areas to search for an invoice when it is not processed Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SP Samuel P. Content Manager Marketing and Advertising ### "A CFO's Sidekick" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 January 16, 2025 Pros It handles document capture with ease and reliability. All powered by AI. Cons Some UI can feel dated or clunky here and there. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Abhishek P. Software developer Information Technology and Services ### "Documents with Docuphase" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 3, 2025 The experience is pleasant in management of documents and invoice for a long term goal smoothly and easily. It is quite easy for managing documents separately and extracting any time without any issues. Although the product is good and effective. Pros 1\. The support team is good. 2. The interface is intuitive and extremely easy to use. 3. Managing and records of documents and invoices are just perfect. 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. 2. Issue with duplication of files and invoices has encountered multiple time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BD Bruce D. VP Finance Information Technology and Services ### "Program still useful but would not buy again - professional services is brutal." 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 May 1, 2024 Initial experience was good when we bought it but their architect left just before our launch. Day to day tech support is decent but professional services is brutal and we have lost all trust. Experience limited internal deployment across other departments. Pros \- Docuphase was ahead of its time 5 years ago when we deployed. - Combination of AP with OCR and document management was unique. - Standard tech support for day-to-day issues is good and responsive. - Newest OCR capture tool is decent. Cons \- Product requires a lot of customization to get it working properly. - Does not handle exceptions very well and when you need support for small configuration changes or ERP integration issues their pro services group is unresponsive. - They "ghost" you and even after you wait for 3 months to get 1 weeks work done you find out it on the 2nd day of the engagement they aren't working on it. - This has happened on so many occasions I have lost count. Are they trying to "fire" us as a customer? Alternatives considered [Tipalti](https://www.capterra.com/p/236980/Tipalti/) [Chargebee](https://www.capterra.com/p/131433/Chargebee/) [Stax Bill](https://www.capterra.com/p/140111/Fusebill-Subscription-Billing/) Reasons for choosing onPhase Business development rep was knowledgeable and document management was a nice addition. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JT Jim T. Sr. Network Engineer Computer & Network Security ### "Beware - they will hold your data for ransom if you try to leave" 5.0 Overall Rating 5.0 5.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 19, 2024 terrible Pros Very easy to share and organize documents Cons We no longer need the service due to a death in the company, they are holding the documents for ransom - $2000 to allow us to download them all (they said we can do it ourself but only one document at a time -4000 times) :( Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AG Angela G. Accounts Receivable Medical Devices ### "Easy Document Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 8, 2024 Pros I love the ease of securely adding and managing documents. Cons No cons! It's that easy to use and retrieve files. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DD daphne d. Medical Records Specialist Mental Health Care ### "My personal views with the knowledge and usage I work with on a daily basis." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 14, 2024 It's simplicity in getting around and how it is set up makes doing my job more efficient. Pros The ease in using it makes my job better. Cons When I get logged off for no reason. It doesn't happen as often. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Julie B. Real Estate processor Real Estate ### "Review of Treeno/Docuphase" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 July 18, 2023 Overall use is good and satisfactory. Pros Easy to access for RE Dept-Ease in acquiring scanned items. Cons Since our files from Docustar was implemented it has been Very hard to find old Docs Switched from [DocStar ECM](https://www.capterra.com/p/82408/DocStar-ECM-AP-Automation/) Docstar was discontinuing their support for this product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EE Eric E. Project Manager Oil & Energy ### "DocuPhase Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 July 18, 2023 Decent Pros Storage of the documents and ease of finding them Cons Sometimes it is difficult to track comments made Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AG Abraham G. Mechanical Engineer/Designer Oil & Energy ### "My Experience with Docuphase" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 17, 2023 Like I mentioned before, I would say Docuphase allows me to keep up with my priorities because I'm able to see what document is currently being reviewed or approved. It makes me productive and efficient with my work. Pros So far I would say that the most beneficial feature from Docuphase would be the workflow tasks configuration. This allows me and my team to stay on top of our work but also allows us to review our work one last time before officially sending it over for approval. Cons If I'm being honest, I don't think there is a specific feature I did not like. The only suggestion I would make is to provide a basic tutorial for new users to see how to operate or navigate the basic stuff within Docuphase. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/125393/DocuPhase/reviews/) Popular comparisons [Google Docs vs onPhase](https://www.capterra.com/compare/125393-160756/DocuPhase-vs-Google-Docs)[Google Drive vs onPhase](https://www.capterra.com/compare/125393-161425/DocuPhase-vs-Drive)[Google Workspace vs onPhase](https://www.capterra.com/compare/125393-247901/DocuPhase-vs-Google-Workspace)[OneDrive vs onPhase](https://www.capterra.com/compare/125393-161304/DocuPhase-vs-OneDrive)[Microsoft 365 vs onPhase](https://www.capterra.com/compare/125393-227157/DocuPhase-vs-Microsoft-365) [Microsoft SharePoint vs onPhase](https://www.capterra.com/compare/1167-125393/SharePoint-vs-DocuPhase)[Microsoft Word vs onPhase](https://www.capterra.com/compare/125393-227146/DocuPhase-vs-Microsoft-Word)[Square 9 vs onPhase](https://www.capterra.com/compare/125393-161845/DocuPhase-vs-Square-9)[Dropbox Business vs onPhase](https://www.capterra.com/compare/125393-143068/DocuPhase-vs-Dropbox-Business)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)