Asset Manager

Updated:

DocuPhase

DocuPhase provides business process automation services to the accounting and finance sector. Its offerings include automation of accounts payable and...

DocuPhase

DocuPhase provides business process automation services to the accounting and finance sector. Its offerings include automation of accounts payable and receivable, document management, web forms, workflow automation, and smart data capture. The company was founded in 2000 and is based in Clearwater, Florida.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Clearwater

Corporate office

Clearwater, FL, United States

Sector focus

Enterprise SoftwareFinTech

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).

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