onPhase
onPhase describes itself as a finance and operations platform covering AP automation, payments, document management and forms and workflow. Its company page says it works with dealerships and mid-market organizations and has done so for over twenty-five years, and it notes a name change from DocuPhase.
onPhase: AP automation
Its site says the platform works with the customer’s ERP or DMS, and it lists partnerships with dealer software providers.
| Product or service | Function |
|---|---|
| AP automation | Invoice capture, routing and approval. |
| Payments | Embedded payments. |
| Document management | Secure storage, search and retrieval of financial documents. |
| Forms and workflow | Workflow automation such as expense requests. |
| ERP and DMS integration | Connection to a customer’s ERP or dealer management system. |
Invoice matching and payment execution
onPhase describes two-way, three-way and four-way invoice matching, rules-based approval routing and payment by ACH, wire, check or virtual card. It also provides a searchable document archive. onphase.com
Those functions should be tied to the dealership's actual purchasing process: an invoice with an approved order has a different matching requirement from an invoice that must also agree with a receipt. Establish which records the DMS supplies and which approval occurs in onPhase before selecting the matching workflow or payment method. onphase.com