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DocuPhase
DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below.
AP Automation and Vendor Payments Solutions:
Allow DocuPhase 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.
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Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage.
The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.
Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.
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UnForm
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes.
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Connecteam
Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management.
With Connecteam you can manage every aspect of your business on the go, no workstation needed.
Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports.
Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed.
Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.
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Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements.
Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.
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FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
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IBM Blueworks Live
IBM Blueworks Live is a cloud-based business process modeling tool that helps you discover, map and document your processes. It is easy to use, allowing you to learn and perform business process modeling in minutes.
With Blueworks Live you can:
Simplify business process modeling
Quickly build business processes in a straightforward, cloud-based interface designed for both IT and business users.
Improve process efficiency and accuracy
A central process repository eliminates version control and consistency issues by providing users real-time access to process workflows.
Enhance cross-team collaboration
A shared team workspace engages all business process owners, encouraging cross-team participation and continuous process improvement.
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MindCloud
MindCloud is a software company that builds and maintains custom connections between your software and other platforms so you can eliminate manual data entry and start automating and scaling your business.
As technology continues to advance, the modern business owner is using more and more online software tools to manage their business.
MindCloud creates a seamless flow from one software platform to the next, saving time and money by connecting your software and automating your business process.
We have over 50 prebuilt connectors and can add new connectors within 2-3 weeks of starting a project.
What makes us different is we provide a full service that doesn't take extra technical resources on your end.
We specialize in Salesforce, Hubspot, Monday.com, QuickBooks, Method:CRM, Zapier, Amazon, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many others.
Integrate your business. Simplify your life.
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Jotform
Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.
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Adaptive Compliance Engine (ACE)
ACE is a quality management software solution for companies of any size, in any stage, in any highly regulated industry. ACE is fully configurable allowing your company to adapt ACE to fit into your exact quality needs. Empower all levels of your organization with intuitive user interfaces, easily search for all your documents and records, and transform your data into actionable intelligence with advanced analytics all on a single platform.
Our one-stop software includes:
-Office 365 Integration
-Inspection Management
-Document Management
-Risk Management
-Product Lifecycle Management
-Learning Management
-Audit Management
-Quality Events
-Paperless Validation
-Electronic Signatures (21 CFR Part 11 Compliant)
-Endless Workflow Configurations
-And so much more!
ACE comes with everything you need, all included at one price. Every application is included, no more a la carte pricing. No more nickel and diming. One software, endless solutions.
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