# Page 5 | onPhase Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 5 - Is onPhase the right Document Management solution for you? Explore 127 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/125393/DocuPhase/reviews

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onPhase

4.5 (127)

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Last updated March 13th, 2026

# Page 5 - Reviews of onPhase

## Showing most helpful reviews

Showing 101-125 of 127 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

BS

Bradley S.  
Director of I.T.  
Government Administration  
Used the software for: 6-12 months

### "Still in the working phase"

December 21, 2022

3.0

Pros

The software's OCR function allows just about anything from any program to work with DocuPhase.

Cons

The software's OCR function is complicated and requires a lot of tuning to get working.

Review Source

RW

Russ W.  
Vice President, Operations  
  
Used the software for: 1-2 years

### "I find the DocuPhase application to be clunky and shows a serious deficiency in usability."

April 6, 2018

2.0

Pros

The ability to apply files to DCF in a semi-automated fashion. It has the capability to audit users actions withi

Cons

Navigation through the application is not intuitive and cumbersome. The validations on data entry seem to miss the fact that the end goal is a valid application to the state. The approval process is too lengthy.

Review Source

CT

Cassandra T.  
Lab Technician  
Mining & Metals  
Used the software for: 6-12 months

### "Allows for easy access of files"

October 11, 2019

5.0

Very useful for file sharing and tracking as the office works on documents

Pros

It has a variety of features that makes it much more than a file storage system. You can view what people change

Cons

It can be hard to use and find documents as well as some features. Those who are not tech savy will struggle to use it

Review Source

KA

Kamran A.  
Director of Finance  
Machinery  
Used the software for: 1-2 years

### "Great A/P automation tool"

June 23, 2020

5.0

Pros

Reduces posting/data entry errors and processes high transaction volume in less time.

Cons

EDI adoption by suppliers is still very low.

Review Source

AB

Ashley B.  
Accounting Coordinator  
Oil & Energy  
Used the software for: 1-2 years

### "Very Easy to Use"

March 26, 2018

5.0

Pros

This software is very easy to use and a great resource for our company. This has cut down on a lot of time with in our billing department. Easy implementation.

Cons

I have no complaints at all about this program. From the cost to customer service all has been great for us.

Review Source

CB

Charmon B.  
Accountant  
  
Used the software for: 1-2 years

### "Love the availability to look up documents."

March 30, 2018

3.0

Pros

When it works correctly finding the information that you need. It's not difficult to load in the information as long as each person follows and uses the templates.

Cons

Without proper training you cannot locate the information you are searching for. A waste of time. I have done a lot of searches only to keep coming up with search found nothing.

Review Source

Response from onPhase

April 3, 2018

Hi Charmon, I'm sorry to hear that you've been having difficulty with your searches. I know that my team is planning to get on site with yours here in the next couple of weeks. I'll certainly pay you a visit and discuss ways that you can find and retrieve information more easily. Thanks, Mike Morris Customer Success Manager @ DocuPhase

TM

Tyson M.  
CFO  
Hospital & Health Care  
Used the software for: 2+ years

### "Automating Payables"

March 2, 2017

5.0

We have become more efficient in our a/p process and have cut costs as well. What is there not to love about that!

Review Source

JW

John W.  
CIO  
Higher Education  
Used the software for: 6-12 months

### "Frevvo is a great cost-effective form work flow solution"

November 16, 2017

4.0

Ease of use. End of long paper based work flow. Increased efficiency in many ways: Reduced cost, reduced work time, reduced wait time.

Pros

Customer support is great. The cloud hosted SaaS works very well for us - a small IT shop in a rural higher education institution. We appreciate the digital signature, the G Suite integration, and the flexibility to map our business process to this solution.

Review Source

LP

Laura P.  
Business Manager  
Accounting  
Used the software for: 2+ years

### "HORRIBLE 'support specialists'..."

February 19, 2019

1.0

Horrible company. I have had a programming issue SINCE November 2018 that is still not resolved. I have been unable to upload my invoices (due to an issue on their end), and have not gotten paid since November. Emails, voicemails all go unanswered. When I do actually speak to a live person (I'm calling you out the support team), I get false promises that they will 'get right on my issue and have it resolved by the end of the business day'. Now NOBODY is returning my calls or voicemails! Their 'support specialists' are truly deplorable, and this is no way to run a business!

Pros

I don't like anything about this software.

Cons

Where do I start??? Uploading individual invoices was cumbersome. Decided to upload by monthly batch. Been a nightmare since, due to an issue with programming (on their end), and absolutely no help (or response) from their "support specialists"...

Review Source

VD

Vanessa D.  
ap analyst  
Oil & Energy  
Used the software for: 6-12 months

### "Ipayables review"

August 13, 2020

5.0

Pros

Very easy to navigate software and understand.

Cons

sometime the page freezes and you have to restart whatever you are working on.

Review Source

AR

Alanna R.  
Director of Operations  
  
Used the software for: Less than 6 months

### "It's been a smooth process with an accomplished team from Docuphase from Sales to Implementation."

March 29, 2018

5.0

We're able to take paper heavy processes and make them electronic. It's a huge efficiency boost and helps make our process more scalable.

Pros

It can easily accommodate our complex workflows including integration with our CRM. We'll be able to use this product throughout all areas of our organization.

Cons

This isn't really a con, but something to be aware of with any robust software. Since the system can handle complex and varied workflows, it takes time to configure and thoroughly test, but Docuphase is there to help every step of the way.

Review Source

Response from onPhase

March 11, 2020

Hey Alanna, It's been such a pleasure working with you and the rest of the team. We're thrilled to have you as a partner, and we really appreciate this review. Thanks, Olivia Sutton Customer Success Manager @ DocuPhase

BT

Brian T.  
Sr DBA  
Oil & Energy  
Used the software for: 1-2 years

### "Ease of Use and Support "

July 30, 2020

4.0

Excellent overall rating.

Pros

Administration is very easy to use and configure. Product documentation storage works well along with the revision functions. Support for software is on point with a very friendly support staff.

Cons

Document notifications can be improved. Using docuphase over vpn is slow.

Reason for choosing onPhase

Cost and ease of use.

Review Source

VR

Verified Reviewer  
Oncology Data Management Specialist  
Hospital & Health Care  
Used the software for: 1-2 years

### "I love this software"

February 8, 2018

5.0

Pros

It is easy to use and self-explanatory. Very end-user friendly. I have never had a problem with receiving payment on time using this software.

Cons

The space to enter the data items could be a little bit bigger. It does feel a bit cramped when entering more than 3 or 4 line items.

Review Source

DM

Diane M.  
Accounting Manager  
  
Used the software for:

### "Improve Accounts Payable and More"

January 19, 2011

5.0

Treeno supports the way the world is today where everything is supposed to be at your fingertips. Everyone is used that at home and they want the same thing at work. We have done Phase One and will be rolling it out to the rest of the company. Other departments are seeing the advantages and want to participate. It is a seamless environment. I would buy Treeno again.

Pros

With the other products we reviewed the technology seemed overwhelming. Treeno was different. It is easy to understand and use. Treeno is saving our accounting department hours of time that we used to spend searching for documents. Treeno workflow has cut our invoice approval process time in half. We have significantly reduced the numbers of copies printed. Treeno's professional services and customer support has been excellent.

Cons

We need to break the habit of getting up and going to the filing cabinet to search for documents.

Review Source

PD

Phillip D.  
Engineer  
  
Used the software for: 6-12 months

### "Easy way to automate forms"

October 13, 2017

4.0

Automates form approvals

Pros

Have been starting to implement in my company to replace various paper forms. As an end user it is easy to use

Cons

It may not be the software fault but the forms do not resemble the old paper forms. Other like software scans actual forms and copies.

Review Source

MH

Michele H.  
Sr. AP Specialist  
Hospital & Health Care  
Used the software for: 1-2 years

### "Fantastic!"

April 27, 2020

5.0

Pros

Absolutely wonderful software. Easy to utilize. Great layout!

Cons

No cons. Easy to use, Self explanatory.

Review Source

TH

Tim H.  
CFO  
  
Used the software for: 1-2 years

### "Frevvo's software has helped us streamline several processes and eliminate manual effort."

November 20, 2017

5.0

Pros

The software is extremely flexible and adaptable. It is very easy to learn. And what's very impressive is the fact that Frevvo encourages its users to get educated on the software to the point that they can self-develop and maintain applications. Training opportunities are readily available.

Cons

The Admin control icons could be more descriptive. The menu interfaces within the software could also be more user friendly and intuitive.

Review Source

PS

Pam S.  
Business Application Developer  
Chemicals  
Used the software for: 6-12 months

### "Due to our own time/resource constraints along with DocUphase it took a while to actually get moving"

March 29, 2018

3.0

Implemented a variance process and adheres to the approval process. Allows the vendors to automatically submit their invoices. Saved us on time and postage mailing/process invoices manually.

Pros

I like the process saves from filing invoice and filing space. Allows the plants to follow their invoices through the process. Allows the vendors to submit their own (better quality) invoices for quicker and smoother processing.

Cons

The search and web base experience is cumbersome and sometimes difficult to work with. We are not able to see who is currently working on the invoice and whose queue in the invoice is in currently. We can look at some things in the invoices .

Review Source

Response from onPhase

April 2, 2018

Hey Pam, Thank you for the review. I'd be happy to discuss those cons with you and come up with a solution. I definitely have some ways that we could help with this. Let's connect soon and we can get that straightened out for you. In the meantime, we appreciate the kind words. Thanks, Mike Morris Customer Success Manager @ DocuPhase

CN

Chad N.  
IT  
Chemicals  
Used the software for: 6-12 months

### "Docuphase is a solid workflow system for routing, approving, and paying AP invoices."

April 2, 2018

4.0

Speedier processing of AP invoices

Pros

Everything is electronic with audit trails. Long term document storage is electronic. Eliminated the need for physically mailing and storing paper documents.

Cons

Implementation took longer than expected. Once live, we ended up with a solid solution to our business need.

Review Source

Response from onPhase

April 6, 2018

Hey Chad, Thanks so much for the review, and for the kind words. Monument has been a great partner, and we're looking forward to a long relationship between our organizations. Thanks, Mike Morris Customer Success Manager

KY

Kristine Y.  
Director of Special Projects  
  
Used the software for: Less than 6 months

### "Frevvo forms are an easy way to implement any workflow that you need. The Frevvo team is great!"

November 20, 2017

5.0

Pros

I like that you can build the software to meet any of your needs. The support is phenomenal , by far one of the best people I have worked with on any software platform. She went out of her way night and day to make sure we met our deadline. She has wonderful suggestions and made it a truly collaborative process.

Cons

I wish there was an internal Frevvo cloud database where you can store small lists for your forms.

Review Source

JJ

Jeff J.  
Business Analyst  
Higher Education  
Used the software for: 1-2 years

### "Frevvo Review"

December 22, 2022

4.0

Pros

Low code development and easy to understand work flow process

Cons

customization on altering functions to suit specific business needs

Review Source

LC

Lara C.  
Assistant Director  
Education Management  
Used the software for: 1-2 years

### "Archives"

December 21, 2022

4.0

Pros

Easy to save files, can set up folders however we want.

Cons

Load time for large files can take a little while.

Review Source

DL

Dave L.  
  
  
Used the software for:

### "YUM's experience with iPayables"

February 23, 2017

5.0

iPayables has been a great partner in helping us achieve our goals around invoice automation. Educating our internal user community on how to code and approve invoices has been much easier than I ever anticipated and the system is now identified as standard operating procedure with respect to invoice processing. With the results we've received in automation as well as discount capture, this has been one of the best initiatives we've undertaken.

Review Source

AG

Anubha G.  
QA  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "It is a very easy to learn tool. It manages all your documents scanning very easily."

March 29, 2018

4.0

Lots of benefits... All documents are scanned indexed. Easily searched. No hard copies maintenance is needed.

Pros

1\. Easy to learn. 2. Very good Processing speed(Documents are scanned and ready to vies in seconds) 3. Customization can be done as per specific needs.

Cons

1\. Some features are standard which we cannot remove based on our need. 2. Some system limitations are there on field validations

Review Source

Response from onPhase

April 18, 2018

Thank you for the kind words Anubha. We've really enjoyed working with PHC and are thankful for your partnership. -Mike Morris Customer Success Manager

SC

Sean C.  
Business Process Consultant  
  
Used the software for:

### "The most amazing software on the market. Easy to use with first class features."

December 1, 2015

5.0

Straightforward to implement and use. Staff with no programming knowledge can make changes to workflows. I can easily capture, secure and share all my documents at the touch of a button. Management info is a breeze to compile. Only positive things to say here. This product has saved us thousands! Thank you

Review Source

Response from onPhase

June 28, 2016

Thank you for the kind words, Sean! It has been a pleasure working with Dajon.

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