Synergize vs. onPhase Comparison


Synergize Microdea	onPhase	+	+
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About With Synergize’s workflow management tools, automate how your documents are shared and accessed. Our solution regulates the processing of documents, streamlining your workflow. Every business has various processes that range from simple to complex. Our solution automates decisions and actions based on your defined business rules, saving you time and increasing your productivity. Looking for in-use files, waiting for approvals, or re-processing due to errors or omissions are productivity killers. Automated workflows help avoid repeated phone calls and emails, or digging through piles of paper trying to find the status of a particular activity or initiative. Adding workflow automation helps you increase the speed, and efficiency of your processes while ensuring consistency and adherence to your business rules.	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 Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Supported
Audience Organizations looking for an advanced Transportation Management solution	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 Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing Please contact onPhase for pricing details. Free Version Not Supported Free Trial Not Supported
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	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

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 Microdea Founded: 1995 Canada www.microdea.com	Company Information onPhase Founded: 2000 United States www.onphase.com
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Categories Business Process Automation Supported Document Management Supported Transportation Management Supported Workflow Automation Supported Workflow Management Supported	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. Accounts Receivable Supported 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. Business Process Automation Supported Business Process Management Supported 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. Document Generation Supported 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. Document Management Supported 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. Electronic Data Capture 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. 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. Workflow Automation Supported Workflow Management 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.
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 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 Not Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management 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 Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Transportation Management Features Billing & Invoicing Not Supported Carrier Management Not Supported Customer Management Not Supported Dispatch Management Not Supported Driver Management Not Supported Fleet / Equipment Management Not Supported Load Management Not Supported Order Management Not Supported Quotes / Estimates Not Supported Routing Not Supported Scheduling Not Supported Shipment Management 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 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 Show More Features 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 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 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 Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Not Supported Templates Not 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 NetSuite Supported Sage 500 Supported Dealertrack DMS Not Supported Dynamics 365 Commerce Not Supported Infor CloudSuite Corporate Not Supported Infor CloudSuite ERP Not Supported Infor LN Not Supported Infor SyteLine Not Supported Microsoft Dynamics 365 Not Supported Microsoft Dynamics 365 Finance Not Supported Microsoft Dynamics GP Not Supported Microsoft Outlook Supported SAP Business One Not Supported Sage 100 Contractor Not Supported Sage 300 Not Supported Sage 300 Construction and Real Estate (CRE) Not Supported Tai TMS Supported Trimble TMS Supported Workday Extend Not Supported Show More Integrations View All 7 Integrations	Integrations NetSuite Supported Sage 500 Supported Dealertrack DMS Supported Dynamics 365 Commerce Supported Infor CloudSuite Corporate Supported Infor CloudSuite ERP Supported Infor LN Supported Infor SyteLine Supported Microsoft Dynamics 365 Supported Microsoft Dynamics 365 Finance Supported Microsoft Dynamics GP Supported Microsoft Outlook Not Supported SAP Business One Supported Sage 100 Contractor Supported Sage 300 Supported Sage 300 Construction and Real Estate (CRE) Supported Tai TMS Not Supported Trimble TMS Not Supported Workday Extend Supported Show More Integrations View All 19 Integrations
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