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About

Traild is an accounts payable automation platform designed to streamline, secure, and modernize AP processes. It integrates seamlessly with leading ERP and accounting systems to automate invoice processing, approvals, and payments. Traild intelligently triages AP workloads by auto-approving low-risk invoices while routing high-risk invoices to relevant approvers for digital review. The platform is built with fraud prevention at its core, using AI-driven risk detection to identify errors, duplicates, and suspicious activity before payments are made. Real-time visibility gives finance leaders complete control over invoices, approvals and payments. Traild supports complex, industry-specific workflows across sectors like manufacturing, construction, distribution, healthcare, and energy. By reducing manual AP effort and improving accuracy, Traild enables finance teams to focus on strategic decision-making instead of paperwork.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud 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

Traild is ideal for finance leaders, CFOs, and AP teams at mid-sized to enterprise businesses around the world seeking secure, automated accounts payable in a solution that can handle complex AP (multi-entity, multi currency etc) and has a deep ERP integration with swift implementation.

Audience

Businesses seeking an accounts payable automation solution

Support

Phone Support Supported
24/7 Live Support Not 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

Screenshots and Videos

Pricing

No information available.
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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Traild
Founded: 2017
United States
traildsoftware.com

Company Information

onPhase
Founded: 2000
United States
www.onphase.com

Alternatives

Alternatives

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Categories

Accounts Payable Supported

Traild is an accounts payable platform that automates the full AP process inside your ERP, from invoice capture and coding to PO matching, approvals and payment. Built as accounts payable software solutions for finance teams, it connects directly to your accounts payable ERP - Acumatica, SYSPRO, IFS, NetSuite, SAP Business One, MYOB and Xero - for real-time, two-way data flow. Always-on AI catches accounts payable errors before they cost you, while continuous risk scoring, anomaly detection and supplier verification cut accounts payable fraud risk and block accounts payable fraud schemes such as duplicate or doctored invoices. With accounts payable workflow solutions and management software in one platform, finance executives gain full visibility, a clear audit trail and accounts payable insights at the point of payment. Many customers cut AP workload by around 85%.

AP Automation Supported

Traild is accounts payable automation software for businesses running leading ERPs: Acumatica, SYSPRO, IFS, NetSuite, SAP Business One, MYOB and Xero. As an established AP automation provider, it delivers an automated accounts payable process from invoice capture and coding to PO matching, approvals and payment, so AP teams stop keying data by hand. Unlike point AP automation systems, this single AP automation platform captures invoice data accurately with AI, matches invoices to purchase orders and receipts, routes approvals to the right people, and verifies suppliers to guard against errors and invoice fraud. Built-in risk scoring and anomaly detection give finance executives full visibility and a clear audit trail at the point of payment. Among accounts payable automation solutions, Traild is the AP automation solution endorsed on the Acumatica and SYSPRO price lists, and helps many customers cut AP workload by around 85%.

Traild Automated Invoice Processing is AI invoice processing automation for finance and accounts payable teams. It captures and codes invoices fast and accurately, with high-accuracy invoice scanning that goes beyond standard invoice OCR using NLP and machine learning trained on millions of invoices. As complete invoicing automation software, Traild reads PDFs, scanned documents, email and handwritten invoices, then adds the vendor, GL code, project and cost centre for you at header and line level. Invoice matching runs in real time against purchase orders, subcontracts and receipts, while built-in invoice approval software auto-approves low-risk invoices and routes the rest to the right people. Used as an invoice automation platform across leading ERPs, Traild helps many customers cut AP workload by around 85%, with fewer errors and built-in fraud protection.

B2B Payment Supported

Traild Pay is automated payment software that connects to your ERP or accounting system to pay suppliers across EFT/ACH, cheque, wire, virtual card, FX and SWIFT from one place. As a single payment automation platform, it turns approved invoices into one-click payments, so AP teams stop cutting cheques and keying remittances by hand. Built for B2B and invoice payment automation, Traild Pay pairs accounts payable payment automation with always-on AI that scans every batch for anomalies, verifies supplier details and flags risk before money moves. Pay global suppliers in 60+ currencies across 150+ countries at market-leading FX rates. Unlike flat-file payment automation solutions, Traild Pay connects directly to your ERP, closing the security gaps that expose businesses to fraud. One platform for AP and payment automation, from invoice to execution.

E-Invoicing Supported

E-invoicing, or electronic invoicing, is the structured digital exchange of invoice data between a buyer and a supplier, processed through standardised networks like Peppol rather than emailed PDFs or paper. Traild's e-invoicing solution lets finance teams send and receive compliant e-invoices across AP and AR, alongside traditional formats, inside one platform connected to your ERP. Structured invoices are captured, coded and matched to POs and receipts automatically, then stored with a full audit trail. Built for multi-entity, multi-country businesses, our e-invoicing solutions connect to local government platforms (KSeF, SDI, Chorus Pro, InvoiceNow) and global networks to keep you compliant as mandates expand. Among electronic invoicing solutions, Traild brings AP workflow and e-invoicing together, with SOC 2 and ISO 27001 certification and built-in fraud prevention.

Finance Supported

Traild is finance automation software that protects and automates the full accounts payable process for businesses on leading ERPs. As finance process automation built around always-on AI, it captures and codes invoices, matches them to POs and receipts, routes approvals and pays suppliers, all inside one platform connected to your ERP. Traild puts AI in accounting and finance to work: machine learning in finance predicts invoice coding, natural language processing in finance reads even complex documents, and continuous risk scoring drives AI in finance risk assessment to flag fraud before money moves. With finance workflow automation across capture, matching, approval and payment, teams cut manual data entry, reduce errors and gain clear visibility. Many customers cut AP workload by around 85% with Traild's finance automation solutions.

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.

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Not 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 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

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 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

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

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

Integrations

Acumatica Cloud ERP Supported
NetSuite Supported
SAP Business One Supported
Dealertrack DMS Not Supported
IFS Supported
Infor CloudSuite ERP Not Supported
Infor LN Not Supported
Infor M3 Not Supported
Infor SyteLine Not Supported
MYOB Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Dynamics 365 Finance Not Supported
Microsoft Dynamics GP Not Supported
SYSPRO ERP Supported
Sage 100 Contractor Not Supported
Sage 300 Not Supported
Sage 300 Construction and Real Estate (CRE) Not Supported
Sage 500 Not Supported
Workday Extend Not Supported

Integrations

Acumatica Cloud ERP Supported
NetSuite Supported
SAP Business One Supported
Dealertrack DMS Supported
IFS Not Supported
Infor CloudSuite ERP Supported
Infor LN Supported
Infor M3 Supported
Infor SyteLine Supported
MYOB Not Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Dynamics GP Supported
SYSPRO ERP Not Supported
Sage 100 Contractor Supported
Sage 300 Supported
Sage 300 Construction and Real Estate (CRE) Supported
Sage 500 Supported
Workday Extend Supported
Claim onPhase and update features and information
Claim onPhase and update features and information