DocuWare
DocuWare is a trusted provider of cloud solutions for workflow automation, document management, and enterprise content management (ECM). The company’s reliable office automation solution delivers smart digital workflow and document control that improves workforce productivity and boosts business performance. DocuWare’s cloud services are recognized for automating, digitizing, and transforming key processes for over 930,000 users across the world.
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ProperConvert
ProperConvert converts transaction files to be compatible with your accounting software.
For bank and credit card transactions, the ProperConvert app converts from the following formats:
- CSV/XLS/XLSX/TXT (and copy/paste from any spreadsheet desktop or online software)
- PDF (downloaded from online banking, image-based, protected, scanned)
- QFX/OFX/QBO
- QIF/QMTF
- MT940/STA
The app converts into the file formats compatible with your accounting or personal finance or spreadsheet software:
- QuickBooks Desktop (all versions), convert to QBO or IIF format
- Quicken (convert to QFX, QIF, CSV Mint)
- Xero (convert to OFX, CSV)
- Sage (convert to OFX)
- Wave Accounting (convert to OFX)
- FreeAgent (convert to OFX)
- Banktivity (convert to QIF)
- Kashoo (convert to OFX)
- ZARMoney (convert to OFX)
- Excel (convert to CSV, Excel, clipboard)
- and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV, MT940
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ParseForMe
ParseForMe is an AI-powered document parsing platform that automatically extracts structured data from PDFs, scans, images, invoices, receipts, resumes, forms, and other documents. Users can upload documents and define the information they need, then ParseForMe reads, extracts, validates, and organizes the data into structured fields. Data can be exported in formats such as JSON, CSV, and XLSX. ParseForMe also supports field maps, connectors, webbooks, API access, usage analytics, and workflow automation, helping businesses reduce manual data entry and process documents faster and more consistently.
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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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