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DocuPhase
DocuPhase markets its onPhase platform to finance teams seeking to automate accounts payable, supplier payments, and document workflows.
DocuPhase
DocuPhase markets its onPhase platform to finance teams seeking to automate accounts payable, supplier payments, and document workflows. The company claims more than 25 years of operation and a customer base spread across 168 cities in all 50 US states. No founding year, founder name, or wealth origin is publicly disclosed. The platform combines four modules: AP automation with AI-driven invoice capture and 2/3/4-way matching; supplier and consumer payment processing via ACH, check, or virtual card; a no-code form builder for approvals and signatures; and a document management system for contracts and compliance records. The company reports processing 10 million invoices and managing 300 million documents annually. DocuPhase integrates with major ERPs but does not name specific partners. There is no disclosed information on direct investing, fund structures, or portfolio companies. DocuPhase operates solely from Clearwater, Florida, with no additional offices listed. It employs no public team roster beyond marketing claims of 70,000 users. No philanthropic foundation, adjacent vehicles, or recent operational events are disclosed. The firm functions as a private software vendor, not an allocator or family office. Its structural differentiator is a narrow focus on back-office finance automation sold via SaaS, with no disclosed external capital or investment mandate.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Clearwater
Corporate office
Clearwater, FL, United States
Sector focus
Frequently asked questions
What does DocuPhase's onPhase platform include?
The platform includes four modules: AP automation with AI invoice capture and matching, consumer and supplier payments (ACH, check, virtual card), intelligent forms and workflow builder, and document management for contracts and compliance records (per the firm's website).
Does DocuPhase operate as a family office or investment vehicle?
No. DocuPhase is a private software company selling a SaaS automation platform. It does not manage external capital, make direct investments, or operate as a family office (per Altss classification).
How many users does DocuPhase serve?
The company claims 70,000 users across 168 cities in 50 US states (per the firm's website). No breakdown by customer size or industry is provided.
What is DocuPhase's geographic footprint?
DocuPhase is headquartered in Clearwater, Florida, and serves customers coast-to-coast across the United States. No international offices or operations are disclosed.
Does DocuPhase disclose financial or ownership information?
No. The firm does not publicly disclose revenue, valuation, ownership structure, or AUM (per Altss research).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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