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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Next Matter
Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on.
Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.
Trusted by regulated financial operations teams across Europe and the US
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Zuar Runner
Utilizing the data that's spread across your organization shouldn't be so difficult! With Zuar Runner you can automate the flow of data from hundreds of potential sources into a single destination. Collect, transform, model, warehouse, report, monitor and distribute: it's all managed by Zuar Runner.
Pull data from Amazon/AWS products, Google products, Microsoft products, Avionte, Backblaze, BioTrackTHC, Box, Centro, Citrix, Coupa, DigitalOcean, Dropbox, CSV, Eventbrite, Facebook Ads, FTP, Firebase, Fullstory, GitHub, Hadoop, Hubic, Hubspot, IMAP, Jenzabar, Jira, JSON, Koofr, LeafLogix, Mailchimp, MariaDB, Marketo, MEGA, Metrc, OneDrive, MongoDB, MySQL, Netsuite, OpenDrive, Oracle, Paycom, pCloud, Pipedrive, PostgreSQL, put.io, Quickbooks, RingCentral, Salesforce, Seafile, Shopify, Skybox, Snowflake, Sugar CRM, SugarSync, Tableau, Tamarac, Tardigrade, Treez, Wurk, XML Tables, Yandex Disk, Zendesk, Zoho, and more!
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