Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows.
Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction.
The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.
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onPhase
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.
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CMW Platform
Low-code BPMS, helps mid-size and large companies automate, and improve business processes while staying aligned with enterprise architecture and IT policies. Business and IT teams can quickly build and adapt workflows without deep coding skills. BPM suite supports common use cases like CapEx approvals, procurement management, customer order handling, document tracking, and approval workflows. Built-in EA tools allow teams to map business capabilities, link them to processes and systems, and manage change with full traceability.
With a visual process designer, data modeling, access control, and integrations with ERP, CRM, and DMS systems, it replaces manual routines and email approvals with structured, transparent workflows. Available both in the cloud and on-premises, it ensures flexibility, compliance, and fast time-to-value for enterprise-wide automation.
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