CMW Platform

CMW Platform

CMW Lab
+
+

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About

Low-code BPMS, helps mid-size and large companies automate, and improve business processes while staying aligned with enterprise architecture and IT policies. Business and IT teams can quickly build and adapt workflows without deep coding skills. BPM suite supports common use cases like CapEx approvals, procurement management, customer order handling, document tracking, and approval workflows. Built-in EA tools allow teams to map business capabilities, link them to processes and systems, and manage change with full traceability. With a visual process designer, data modeling, access control, and integrations with ERP, CRM, and DMS systems, it replaces manual routines and email approvals with structured, transparent workflows. Available both in the cloud and on-premises, it ensures flexibility, compliance, and fast time-to-value for enterprise-wide automation.

About

onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Best suited for enterprise businesses and IT teams looking to accelerate digital transformation through low-code business process automation and workflow management

Audience

Businesses seeking an accounts payable automation solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29/user/mo
Flexible, user-based pricing with no hidden fees, tailored to project size and complexity.
Free Version
Free Trial

Pricing

No information available.
Please contact onPhase for pricing details.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.4 / 5
design 4.3 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • I’ve had a really great experience using the CMW Platform! It’s user-friendly, efficient, and designed to simplify complex workflows without compromising on customization. The interface is clean and intuitive, making it easy to adapt even for new users.
  • The interface is user-friendly and intuitive, making it easy for new users to navigate. Excellent customer support that responds promptly to inquiries. Comprehensive features that cover a wide array of functionalities useful for various tasks.
  • The platform reduces manual intervention enhancing processes. This improves collaboration enabling easy access to documents improving teamwork.
  • Users appreciate the low-code intuitive forms and responsive BPM engine for rapid creation, making it easy to automate tedious insurance processes and monitor accounting procedures without the need for expert coding knowledge.
  • Its offers easy to use and very flexible to integration support android and iOS access. Its useful for all type of business, small to large organisations.

Cons

  • While the platform is user-friendly once you get used to it, beginners might need a bit of time to fully understand all the features and workflow customization options. The mobile version could be smoother—some users might find it less convenient to manage complex tasks on smaller screens.
  • Occasionally, the platform experiences downtime which can be disruptive. Some advanced features have a steep learning curve that may require additional training resources.
  • The dependence of CMW platform on vendors support for updates leads to delays thus consistency not guaranteed. This leads to performance issue among users.
  • There are some users who state the duration of onboarding of new members and some integration complexities with complex legacy systems, which demand additional support from IT during creation or updating.
  • Only one or two drawbacks are, limited reporting capabilities and some time integration challenges is there.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CMW Lab
Founded: 2010
United States
www.cmwlab.com

Company Information

onPhase
Founded: 2000
United States
www.onphase.com

Alternatives

Alternatives

Jira

Jira

Atlassian
ViewCenter

ViewCenter

ICM Document Solutions
Smartsheet

Smartsheet

Smartsheet.com

Categories

Automate and streamline core business operations with low-code tools designed for enterprise use. CMW Platform lets you digitize and orchestrate end-to-end processes like CapEx approvals, procurement, and compliance — with role-based access, visual workflows, and full traceability across business units.

Full-featured low-code BPM suite for modeling, executing, and optimizing business processes across the organization. Designed for both IT and business users, it ensures governance, flexibility, and integration with your enterprise systems.

This low-code EA + BPM platform lets enterprises build executable enterprise architecture — not just diagrams, but living systems that drive operations. You can define capability maps, business components, and system landscapes, then link them directly to processes and applications. When architecture evolves, processes follow automatically. With built-in process automation, visual modeling, and API integrations, the platform ensures that changes in strategy, structure or systems are reflected across your operations instantly. It removes the gap between planning and execution — turning architecture into a governing engine. Ideal for enterprises in finance, healthcare, manufacturing, utilities and government who want traceability, agility, and a single source of truth for how strategy, systems and processes interrelate. Enables architecture-driven execution by bridging the gap between business strategy and operational processes.

CMW Platform is a low-code BPMS for building business-specific apps including issue tracking systems that go far beyond standard ticketing tools. It allows you to create custom workflows, forms, roles, and rules — fully aligned with your internal processes and enterprise architecture. Built-in process automation and EA modeling tools let you connect issue tracking with related operations like procurement, compliance, service requests, or change management. The platform provides a visual designer, business rule engine, and full API support for integration with any external systems — including ERP, CRM, email, and document management. You get audit trails, access control, dashboards, and automated routing — all configurable to your needs. Used across industries like manufacturing, finance, healthcare, and public services, CMW Platform helps enterprises manage internal issues, incidents, and requests with speed, control, and scalability — while staying compliant and future-ready

Bring process automation to project management. CMW Platform helps you structure, track, and control project workflows — from initiation and approvals to execution and reporting — with seamless integration to financial and planning systems.

Design and automate planning workflows with support for budgeting, resource allocation, and milestones. CMW Platform aligns plans with business priorities and automates coordination across teams.

Get real-time visibility into project progress with dashboards, status tracking, and automated alerts. Connect tracking to underlying processes for a fully integrated project control environment.

Automate structured task flows with logic, dependencies, and escalation rules. Go beyond checklists — link tasks to forms, approvals, and real data, while keeping everything transparent and audit-ready.

Design and manage complex workflows with role-based routing, conditions, and integrations — all in a visual low-code environment. Adapt fast to change while maintaining governance and performance.

Categories

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Leverage flexible, secure payments for inbound and outbound transactions. Reduce DSO with convenient consumer bill-pay options and safeguard your bottom line with early-pay discounts.

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions include Document Management, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. All of these are designed to optimize and automate back-office operations allowing the back office of the CFO to focus on more important tasks.

Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data.

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data.

Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP.

Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks.

OCR

Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data.

Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks.

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Enterprise Architecture Features

Application Portfolio Management
Architecture Governance
Capability Mapping
Diagramming
Idea Management
Modeling & Simulation
Project Management
Risk Assessment
Transformation Roadmapping
Version Control

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Tracking Features

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Electronic Data Capture Features

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

OCR Features

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Integrations

Active Directory
Acumatica Cloud ERP
Dealertrack DMS
Dynamics 365 Commerce
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
NetSuite
SAP Business One
Sage 100 Contractor
Sage 300
Sage 300 Construction and Real Estate (CRE)
Sage 500
Salesforce
Workday Extend

Integrations

Active Directory
Acumatica Cloud ERP
Dealertrack DMS
Dynamics 365 Commerce
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
NetSuite
SAP Business One
Sage 100 Contractor
Sage 300
Sage 300 Construction and Real Estate (CRE)
Sage 500
Salesforce
Workday Extend
Claim CMW Platform and update features and information
Claim CMW Platform and update features and information
Claim onPhase and update features and information
Claim onPhase and update features and information