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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

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

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Traild
Founded: 2017
United States
traildsoftware.com

Company Information

onPhase
Founded: 2000
United States
www.onphase.com

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Alternatives

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Categories

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%.

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.

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, 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.

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

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.

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.

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.

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.

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.

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.

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
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

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 Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

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

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

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

Integrations

Acumatica Cloud ERP
NetSuite
SAP Business One
Dealertrack DMS
Dynamics 365 Commerce
IFS
Infor CloudSuite Corporate
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
MYOB
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
SYSPRO ERP
Sage 100 Contractor
Sage 300
Sage 300 Construction and Real Estate (CRE)
Xero

Integrations

Acumatica Cloud ERP
NetSuite
SAP Business One
Dealertrack DMS
Dynamics 365 Commerce
IFS
Infor CloudSuite Corporate
Infor CloudSuite ERP
Infor LN
Infor M3
Infor SyteLine
MYOB
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
SYSPRO ERP
Sage 100 Contractor
Sage 300
Sage 300 Construction and Real Estate (CRE)
Xero
Claim onPhase and update features and information
Claim onPhase and update features and information