OnPhase DocuPhase believes in the power of automation to transform the lives of our customers! No one does it better! For more information, visit docuphase.com.

onPhase unifies finance and operations to unlock working capital and accelerate growth, aligning AP, Payments, and documentation to give a real-time view of cash and spend across every entity and location. We have built an Enterprise Automation Platform that simplifies application and deployment, and we have a team with rich experience, insights, and an approach that ensures our clients' success.

We solve many challenging problems including access to information, burdensome approval processes, high transaction volumes, and complex compliance issues. Our top priority is providing our customers with a superior partnership and user experience. Our mission is to automate every process within an organization.

08/26/2026

It's official: onPhase is on the Inc. 5000 list...again! 🎉

For the second year in a row, we've been recognized by Inc. Magazine as one of the fastest-growing private companies in America.

The Inc. 5000 celebrates the nation's most successful independent businesses based on three years of revenue growth, recognizing companies that are driving innovation, creating jobs, and making a meaningful impact in their industries.

A huge thank you to our customers for trusting us to help transform your finance operations.

And, of course, thank you to our incredible team. Your dedication, innovation, and commitment to our customers made this achievement possible.

We're proud to celebrate this milestone together and excited for what's ahead. 🚀

Read the full announcement→ https://www.onphase.com/news/2026-inc-5000-list-of-americas-fastest-growing-private-companies

We're officially Certified in Karmak's Alliance Program! 🎉We've been working alongside Karmak, Inc. dealers for a while ...
08/12/2026

We're officially Certified in Karmak's Alliance Program! 🎉

We've been working alongside Karmak, Inc. dealers for a while now, and this certification just makes it official. Invoices, approvals, and cash visibility across every rooftop, now backed by Karmak's stamp of approval.

Curious what that means for your dealership? Tap the link to learn more.
https://www.onphase.com/news/certified-karmak-partner

onPhase's AP Automation solution has achieved Certified status in Karmak's Alliance Program, enhancing integration for heavy-duty equipment dealers.

08/06/2026

Microsoft Dynamics GP is losing support at the end of 2029, and ERP migration conversations are already happening across finance teams.

How those migrations go depends almost entirely on one decision: do you use it as an opportunity to clean house, or do you pack up what you have and move it to a new address?

Most teams do the latter. Outdated workflows, risky customizations, manual AP workarounds, all of it lands in the new system looking exactly like it did in the old one.

The migration is your window. Use it wisely.

https://www.onphase.com/blog/gp-is-sunsetting-use-your-erp-migration-to-retire-risky-customizations-and-modernize-ap

Having AP automation and having a better AP process are two different things. 89% of finance teams are running partial a...
07/28/2026

Having AP automation and having a better AP process are two different things.

89% of finance teams are running partial automation. Nearly half have seen little to no cost savings from it. The invoices are moving. The problems are still there.

If you can't measure whether your process is actually improving, you can't fix what's broken. This blog breaks down the metrics that tell you the truth.

https://www.onphase.com/blog/partial-automation-isnt-enough-the-ap-metrics-controllers-need-in-2026

Last week was a launch, in every sense of the word.For the first time, we brought our entire go-to-market team - Sales, ...
07/23/2026

Last week was a launch, in every sense of the word.

For the first time, we brought our entire go-to-market team - Sales, Marketing, and Customer Success - into one room. We also officially opened the doors to our new St. Petersburg, Florida headquarters!!

Our new space was built to encourage collaboration and host customers, partners, and our own team. And last week we filled every inch of it. Workshops ran late and whiteboards filled up, real challenges were worked through in real time.

There is nothing wrong with a quick Zoom to connect, but there's nothing quite like getting everyone in the same room, as one team, figuring out what's next - together.

Here's to the rest of 2H, and to 2027!

Payment fraud isn't always caused by one major event. More often, it's the result of small control gaps that build up ov...
07/14/2026

Payment fraud isn't always caused by one major event. More often, it's the result of small control gaps that build up over time.

When approvals happen outside of a defined process, vendor changes aren't easy to track, or payment activity lacks visibility, it becomes much harder to identify risk before it's too late.

The reality? 76% of organizations reported attempted or actual payment fraud last year.

Join onPhase for a 15-minute session, where we'll break down where these control gaps commonly occur across the invoice-to-pay process and share practical ways AP teams can strengthen controls without creating more work.

Register here: https://www.onphase.com/events/phase-in-clarity-reducing-payment-risk-in-15-minutes?utm_campaign=45486177-flash_15_2026_nondms&utm_medium=facebook_organic

Counterintuitive take: your manual processes might be your biggest control risk.Finance teams that rely on personal over...
07/07/2026

Counterintuitive take: your manual processes might be your biggest control risk.

Finance teams that rely on personal oversight, approval emails, and institutional memory feel like they're in control. And to be fair, it worked. Until the team got smaller. Until someone went on vacation. Until the auditor asked a question nobody could answer because the person who knew the answer left 18 months ago.

Manual control isn't control. It's dependency. And the difference becomes very clear at the worst possible time.

This article by Mark Brousseau explains what real control actually looks like.

https://www.onphase.com/blog/the-control-paradox-in-finance-why-the-teams-who-need-automation-most-are-often-the-slowest-to-trust-it

Floor plan interest does not pause while your invoices wait for approval.  The average AP team takes 9.2 days to process...
07/02/2026

Floor plan interest does not pause while your invoices wait for approval.

The average AP team takes 9.2 days to process a single invoice. For a business carrying inventory on borrowed money, that lag is not an ops problem. It is a carrying cost problem.

Every unprocessed payable is another day of exposure you cannot see clearly enough to manage. And when you cannot see it, you cannot control it.

Most controllers are managing floor plan and AP as two separate conversations. The ones doing it well have stopped treating them that way.

This blog is for the controllers and CFOs who are tired of finding out too late.

https://www.onphase.com/blog/floor-plan-pressure-meets-ap-reality-how-controllers-keep-cash-and-inventory-in-sync

Loved hosting the TransferMate team here at onPhase HQ in St. Petersburg last week! 🎉We're excited to share that onPhase...
06/30/2026

Loved hosting the TransferMate team here at onPhase HQ in St. Petersburg last week! 🎉

We're excited to share that onPhase and TransferMate are officially partnering up, bringing cross-border payment capabilities right into the onPhase platform. That means our customers paying vendors in Canada, Mexico, and across EMEA can now do it without ever leaving the workflows they already use every day.

It was great to host the team in person to celebrate making it official. Thanks for making the trip down to Florida!

Full announcement in the comments 👇

Hot take: your inbox is not an approval system. It's a black hole where invoices go to wait while someone figures out wh...
06/10/2026

Hot take: your inbox is not an approval system.

It's a black hole where invoices go to wait while someone figures out who's supposed to sign off, why it got forwarded three times, and whether the person who approved it actually had the authority to do so.

Sound familiar?

Email-based AP approvals are quietly costing your team more than you think. This blog breaks down why, and what to do instead.

https://www.onphase.com/blog/trapped-in-the-inbox-how-email-forwarding-derails-ap-approvals

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