Docuphase specializes in delivering a robust suite of intelligent automation solutions built to
foster predictability, enhance visibility, and streamline efficiency. Its range of solutions, including
Financial Document Management, Invoice Capture, Forms & Workflow, AP Automation, and
Consumer and Vendor Payments, are carefully designed to empower organizations in optimizing
and automating their back-office operations. Through DocuPhase, the back office of the CFO is
able to confidently scale and achieve sustainable growth.
Demographics
- Industry | High-Tech
- Headquarters | Clearwater, FL
- Founded | 2000
- Employees | 1996
- Existing ERP | NetSuite
- Other Systems | SFDC, Docuphase, ADP, Wells Fargo, Power BI, Merchante
NetSuite Solution
- NetSuite | Software Standard
- Modules | Record to Report, Procure to Pay
Order to Cash
- Interfaces | Wells Fargo, Docuphase, Avalara, SFDC, Merchante
Sales Team
- NetSuite | Jackie Joelson, Lane Vogtt
- Caravel | Caila Cohen, Scott Curry
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Docuphase will re-implement
NetSuite in a single phase with core functionality going live in month 5 and integrating to various 3rd party systems in phase one.
