ThinkAutomation vs. onPhase Comparison


ThinkAutomation Parker Software	onPhase	+	+
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Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead. 714 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. 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About Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.	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 Companies of all sizes	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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $2,700/year Standard - $2,700 Profesional - $4,600 Enterprise - Request Free Version Free Trial	Pricing Please contact onPhase for pricing details. Free Version Free Trial
Reviews/Ratings Overall 4.6 / 5 ease 4.4 / 5 features 4.6 / 5 design 4.7 / 5 support 4.8 / 5 Read all reviews	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 We are a long time ThinkAutomation customer, having started with email2db, then ThinkAutomation v4 and now the brilliantly executed ThinkAutomation v5. As a long ago software engineer and systems architect, TA5 provides a very easy to implement, expansive REST and JSON focused world of automation enabling any to any systems integrations which are key to any mult-channel e-commerce business. Further, their ability to integrate C# ‘scripts’, and ever expanding downloadable automation libraries, their simple to advanced language constructs and extensibility, means that this BPA engine can be strategically adopted by any business, small to enterprise class, to automate whatever manual processes and forward looking advantageous business extensions you wish. And let me tell you, TA5 is rocket fast! Once you're used to the software, it's simple to use and extremely flexible and drives a lot of the automation of our internal processes. It's easy to use, has many integrations and triggers, low cost, fixed fee and fully customisable. The moto is if you can think it you can Automate it and that has held true. Within our business and for clients we have used ThinkAutomation to eliminate mundane manual effort and give time back to the business to drive greater customer value-add activities. - All round integration and extraction options - Integration with Azure - A helpful support desk and customer success managers - Extensive scripting options ThinkAutomation has been a very useful piece of software that has allowed our IT team to not only automate a lot of our processes but has also helped save both our IT and HR team time. Another pro to mention would be the support team, when we've had previous issues, the team have responded immediately whether through live chat or email. Cons I had concerns with TA4 because of its more limited capabilities, it TA5 changes the game. I think a couple of things it could improve on, are examples to work with, some areas (such as connecting it to an API to extract data) are lacking examples to show "what good looks like" so you spend a lot of time working it out yourself. I'd like the option to choose what email to bring into the find & extract helper, not just "get last". Copying and pasting an email into this works differently to how it reads an actual email. There is no detailed workflow visualisation for your automations. - Still some errors in the newly added features (bugs) - Documentation on Azure could be more elaborate - I am missing tutorials on writing scripts and creating triggers/integrations We have had a few issues with ThinkAutomation, a lot of it we didn't fully understand and other aspects were due to the features in TA4 being Beta so not yet fully integrated into the software. Every so often these little issues still pop up but thanks to the support team we have a lot of it under control and know how to fix the issue going forward.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Parker Software Founded: 2003 United Kingdom www.thinkautomation.com	Company Information onPhase Founded: 2000 United States www.onphase.com
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Categories Business Process Automation Business Process Management Data Entry Data Extraction Email Extractors Email Parser Forms Automation OCR Professional Services Automation Reporting Robotic Process Automation (RPA) Text Mining Workflow Management	Categories Accounting 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 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 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 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 Business Process Management 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 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 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 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 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 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 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. Workflow Automation Workflow Management 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 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 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 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 Show More Features Data Extraction Features Disparate Data Collection Document Extraction Email Address Extraction Image Extraction IP Address Extraction Phone Number Extraction Pricing Extraction Web Data Extraction Professional Services Automation Features Billing & Invoicing Client Portal Collaboration Tools CRM Document Management Portfolio Management Project Management Proposal Generation Quote Management Resource Management Time & Expense Tracking Reporting Features Customizable Dashboard Data Source Connectors Drag & Drop Drill Down Email Reports Financial Reports Forecasting Marketing Reports OLAP Report Export Sales Reports Scheduled / Automated Reports Robotic Process Automation (RPA) Features Analytics Attended Automation Code-free Development Image Recognition Optical Character Recognition Process Builder Third Party Application Integration Unattended Automation Text Mining Features Boolean Queries Document Filtering Graphical Data Presentation Language Detection Predictive Modeling Sentiment Analysis Summarization Tagging Taxonomy Classification Text Analysis Topic Clustering	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 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 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 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 Show More Features 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 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
Integrations Microsoft Dynamics 365 Acumatica Cloud ERP Azure Marketplace Dynamics 365 Commerce Infor LN Infor SyteLine Microsoft 365 Microsoft Azure Microsoft Dynamics 365 Business Central Microsoft Teams SQL Server Sage 300 Sage 300 Construction and Real Estate (CRE) Sage 500 Salesforce Slack Sugar Connect Workday Extend Zoho CRM Show More Integrations View All 18 Integrations	Integrations Microsoft Dynamics 365 Acumatica Cloud ERP Azure Marketplace Dynamics 365 Commerce Infor LN Infor SyteLine Microsoft 365 Microsoft Azure Microsoft Dynamics 365 Business Central Microsoft Teams SQL Server Sage 300 Sage 300 Construction and Real Estate (CRE) Sage 500 Salesforce Slack Sugar Connect Workday Extend Zoho CRM Show More Integrations View All 19 Integrations
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