Neota

Neota

Neota Logic
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About

Neota Logic® provides the control layer for legal AI. The company works with enterprise legal teams and law firms to orchestrate governed AI workflows, combining rules-based logic, AI, and human oversight to produce consistent, defensible outcomes at scale. Neota Logic's platform supports the full spectrum of legal and business process orchestration: from contract automation and compliance advisory to claims management, risk assessment, onboarding, and document generation, among many others. Headquartered in New York City, with offices in London and Melbourne, Neota Logic serves Fortune 500 legal departments and Global 250 law firms across North America, Europe, and Asia Pacific.

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 Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Organizations in need of legal AI orchestration & business process automation solutions

Audience

Businesses seeking an accounts payable automation solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
Free Version Not Supported
Free Trial Not Supported

Pricing

Please contact onPhase for pricing details.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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:

Review this Software

Pros & Cons from Real Users

Pros

  • Ease of use - its ease of use allows anyone to build their own custom solution regardless if you're a professional developer or someone who has no experience coding at all. Users are given the option to use Canvas to create simple and straightforward applications or Workflows and Studio for more customization. Maintenance - Neota's built in Revision History allows anyone to review previous changes for reference. Also with Neota's autodocs feature, it documents the whole application in word format that allows application authors and subject matter experts review the content easilly. Learning Curve - Neota's learning academy guides every new user on how to navigate around the platform. Its certification courses ensures everyone to fully maximize the Neota's capabilities in building custom solutions. Built in layout components for engaging interfaces - Users are able to edit and apply themes with Neota's theme editor enabling them to customize the look and feel of their application. For developers and programmers, Neota's HTML view allows them to implement custom CSS and javascript codes to further enhance their solution. Data Management and Analytics - Neota's workbench allows application authors and administrators to view each application's data and analytics via graphs and charts together with its Data Manager that stores the data in a table format which can be exported to an excel document. Document Automation - Its document automation functionalities is on par when compared to other tools in the market. However with Neota's capability to customize forms and layouts, users can enjoy a more user friendly interface designed by its application authors. Support - Working with Neota's support team and Account Manager has been a pleasure every time I raise concerns to them. Their 24/7 coverage ensures a prompt response with assurance that your concern is being worked on. Their expertise has been a great help, explaining every step how a fix is implemented rather than just giving the solution.

Cons

  • User interface of Studio - I might not find it as a con but for some especially for young professionals, the user interface of studio might seem to be outdated when compared to other tools offering the same package. However with future updates coming to Neota, this will be addressed by moving it via web really soon.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Neota Logic
Founded: 2010
United States
www.neotalogic.com

Company Information

onPhase
Founded: 2000
United States
www.onphase.com

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Tungsten TotalAgility

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Categories

Categories

Accounting Supported

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.

Accounts Payable Supported

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.

AP Automation Supported

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.

Data Entry Supported

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.

Finance Supported

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.

Forms Automation Supported

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 Supported

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 Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Data Management Features

Customer Data Supported
Data Analysis Supported
Data Capture Supported
Data Integration Supported
Data Migration Supported
Data Quality Control Not Supported
Data Security Supported
Information Governance Supported
Master Data Management Supported
Match & Merge Not Supported

No-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Not Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Robotic Process Automation (RPA) Features

Analytics Supported
Attended Automation Not Supported
Code-free Development Supported
Image Recognition Not Supported
Optical Character Recognition Not Supported
Process Builder Not Supported
Third Party Application Integration Supported
Unattended Automation Not Supported

Business Process Management Features

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

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Not Supported
Templates Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Accounts Payable Features

Approval Process Control Not Supported
Bank Reconciliation Supported
Cash Management Not Supported
Check Writing Not Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Not Supported
Vendor Management Supported

Accounts Receivable Features

ACH Payment Processing Supported
Billing & Invoicing Supported
Check Processing Supported
Collections Management Not Supported
Online Payment Processing Not Supported
Overpayment Processing Not Supported
Partial Payments Not Supported
Receivables Ledger Not Supported
Recurring Billing Not Supported

Data Entry Features

Abbreviation Detection Supported
Data Capture and Transfer Supported
Data Cleansing Supported
Data Entry Verification Supported
Data Search Flexibility Supported
Duplicate Detection Supported
Flexible Search Supported
Image Entry Supported
Library Conversion Not Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Forms Automation Features

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

OCR Features

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

Integrations

Dynamics 365 Commerce Supported
Acumatica Cloud ERP Not Supported
Amazon QuickSight Supported
Box Supported
Claude for Legal Supported
Docusign Supported
Google Docs Supported
Harvey AI Supported
HighQ Supported
Infor CloudSuite ERP Not Supported
Kira Supported
Microsoft Copilot Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Dynamics 365 Finance Not Supported
Microsoft Entra ID Supported
Microsoft Power BI Supported
SAP Business One Not Supported
Workday Extend Not Supported
Xakia Supported

Integrations

Dynamics 365 Commerce Supported
Acumatica Cloud ERP Supported
Amazon QuickSight Not Supported
Box Not Supported
Claude for Legal Not Supported
Docusign Not Supported
Google Docs Not Supported
Harvey AI Not Supported
HighQ Not Supported
Infor CloudSuite ERP Supported
Kira Not Supported
Microsoft Copilot Not Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Entra ID Not Supported
Microsoft Power BI Not Supported
SAP Business One Supported
Workday Extend Supported
Xakia Not Supported
Claim Neota and update features and information
Claim Neota and update features and information
Claim onPhase and update features and information
Claim onPhase and update features and information