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. 718 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 58 Ratings Visit Website Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. 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Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 378 Ratings Visit Website Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. 1,119 Ratings Visit Website MindCloud MindCloud is an enterprise-ready integration platform that connects your tools and automates the workflows between them. Build reliable integrations across CRM, ERP, ecommerce, accounting, marketing, operations, and thousands of other applications—without the traditional engineering overhead. MindCloud gives teams the flexibility to automate simple tasks or orchestrate complex, production-critical business processes. Synchronize data in real time, transform information between systems, eliminate manual entry, and keep operations moving as your business scales. For teams that want expert guidance, MindCloud also provides a dedicated delivery team that can scope, build, launch, and support production workflows. 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Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies. Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities. Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences. 172 Ratings Visit Website
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 Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Not Supported iPad Not 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 Companies of all sizes	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 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 Not Supported Free Trial Supported	Pricing Please contact onPhase for pricing details. Free Version Not Supported Free Trial Not Supported
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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
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 Supported Business Process Management Supported Data Entry Supported Data Extraction Supported Email Extractors Supported Email Parser Supported Forms Automation Supported OCR Supported Professional Services Automation Supported Reporting Supported Robotic Process Automation (RPA) Supported Text Mining 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.
Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Not Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Not Supported Visual Workflow Management Supported Data Entry Features Abbreviation Detection Not 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 Supported Mis-Keyed Variation Detection Not Supported Phonetic Variation Detection Supported Forms Automation Features Approval Process Control Not Supported Archiving & Retention Not Supported Collaboration Not Supported Document Indexing Not Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Not Supported Rules-Based Workflow Supported Text Editing Not Supported Version Control Not Supported OCR Features Batch Processing Supported Convert to PDF Supported ID Scanning Not Supported Image Pre-processing Supported Indexing Supported Metadata Extraction Supported Multi-Language Supported Multiple Output Formats Supported Text Editor Not Supported Zone Selection Tool Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Not Supported Configurable Workflow Supported Customizable Dashboard Not Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Not Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Data Extraction Features Disparate Data Collection Supported Document Extraction Supported Email Address Extraction Supported Image Extraction Supported IP Address Extraction Supported Phone Number Extraction Supported Pricing Extraction Supported Web Data Extraction Supported Professional Services Automation Features Billing & Invoicing Supported Client Portal Not Supported Collaboration Tools Not Supported CRM Supported Document Management Supported Portfolio Management Supported Project Management Supported Proposal Generation Supported Quote Management Supported Resource Management Supported Time & Expense Tracking Supported Reporting Features Customizable Dashboard Not Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Not Supported Code-free Development Supported Image Recognition Supported Optical Character Recognition Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported Text Mining Features Boolean Queries Supported Document Filtering Supported Graphical Data Presentation Supported Language Detection Supported Predictive Modeling Not Supported Sentiment Analysis Supported Summarization Not Supported Tagging Supported Taxonomy Classification Not Supported Text Analysis Supported Topic Clustering 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 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 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 Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Not Supported Templates 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
Integrations Microsoft Dynamics 365 Supported Acumatica Cloud ERP Not Supported Azure Marketplace Supported Dealertrack DMS Not Supported Infor CloudSuite Corporate Not Supported Infor CloudSuite ERP Not Supported Infor M3 Not Supported Microsoft 365 Supported Microsoft Azure Supported Microsoft Dynamics GP Not Supported MySQL Supported NetSuite Not Supported SQL Server Supported Sage 100 Contractor Not Supported Sage 300 Construction and Real Estate (CRE) Not Supported Sage 500 Not Supported Salesforce Supported Sugar Sell Supported Zoho CRM Supported Show More Integrations View All 18 Integrations	Integrations Microsoft Dynamics 365 Supported Acumatica Cloud ERP Supported Azure Marketplace Not Supported Dealertrack DMS Supported Infor CloudSuite Corporate Supported Infor CloudSuite ERP Supported Infor M3 Supported Microsoft 365 Not Supported Microsoft Azure Not Supported Microsoft Dynamics GP Supported MySQL Not Supported NetSuite Supported SQL Server Not Supported Sage 100 Contractor Supported Sage 300 Construction and Real Estate (CRE) Supported Sage 500 Supported Salesforce Not Supported Sugar Sell Not Supported Zoho CRM Not Supported Show More Integrations View All 19 Integrations
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