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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DocuSend
Remotely send your documents directly to the United States Postal Service through our cloud-based mailroom. DocuSend works with any accounting, billing, or CRM software that produces PDF documents containing a valid mailing address. Users can upload directly, or developers can integrate our REST API to offer a "Send Mail" button in their software, either as a reseller or for internal direct connectivity. There are enormous economic advantages for any business or organization that needs to safely print and mail documents on demand. We also offer an automated email service called DocuLink that lets you know which users open the document links sent and makes it easy to follow up with a hard copy if needed. We are sure that one of our features will improve your mailing experience: DocuSend, DocuLink or the Print-To-Mail Rest API will streamline the manual and time-consuming print, mail and email process.
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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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RapidRow
RapidRow is a high-velocity AI extraction engine designed to eliminate the 10+ hours a week accountants spend on manual data entry. Powered by Gemini 1.5 Flash vision, it batch-processes dozens of PDF and image invoices into perfectly structured 'Flat Data' Excel tables in seconds. Metadata (Vendor, Date, ID) repeats on every row, making files 100% ready for instant import into QuickBooks Online, Xero, and Sage. Handle 50+ invoices at once with 99% accuracy. It effortlessly handles blurry mobile scans, crumpled receipts, and complex line-item tables that traditional OCR tools fail to read. Reclaim your Friday afternoons and stop typing what AI can already see. Join the RapidRow public beta today for zero-friction automated bookkeeping.
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