# 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/pricing

---

# 

 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.

[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...

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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 (28,694)

Value For Money

4.2 (111)

Value For Money

4.3 (20,290)

Customer Service

4.4 (119)

Customer Service

4.4 (18,335)

## onPhase alternatives

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

[4.5 (3,660)](https://www.capterra.com/p/136446/Confluence/reviews/)

Starting price

$5.42

Per User, Per Month

Highest Rated

[4.7 (9,256)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

[4.5 (1,242)](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) 

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