Docuphase (OnPhase)

Cloud-based enterprise automation and document management platform for AP invoice capture, OCR, approval workflows, and vendor payment — integrated with IRIS Verify and Microsoft Dynamics GP at Aidacare.

AP Automation Document Management IRIS OCR / Verify GP Integration

Application

8.1 — Docuphase Web App

TBD (URL)

App Server

AIDADOCP01V

8.2 — Docuphase Application Server

App Server

AIDADOCP02V

8.3 — Docuphase IRIS Verify

Support

Docuphase, IRIS

IRIS — Canon group company

System Details

Docuphase

Application 8.1 — Docuphase Web App — TBD (URL) App Server 8.2 — Docuphase Application Server — AIDADOCP01V App Server 8.3 — Docuphase IRIS Verify — AIDADOCP02V Support Docuphase, IRIS (Canon)

What Docuphase Does

AP & Document Automation

Docuphase is a cloud-based enterprise automation and document management platform designed to eliminate manual paper-heavy tasks. It helps finance and HR teams digitize records, automate approval workflows, and optimize vendor payments.

Manage the entire AP process, from invoice capture to payment, with cloud-based AP automation software built for speed, accuracy, and control. Replace manual data entry, lost invoices, and email approval chains with intelligent workflows that capture, code, match, and route invoices automatically. Finance teams get real-time visibility into cash flow and spend, AP teams get hours back every week, and approvers can sign off from anywhere on any device.

IRIS — Intelligent Document Processing

Canon / OCR

IRIS (Image Recognition Integrated Systems, a Canon group company) is a leading provider of intelligent document processing (IDP) and optical character recognition (OCR) technology. Their tools extract, classify, and structure data from documents so businesses can automate workflows. At Aidacare, IRIS Verify runs on AIDADOCP02V as part of the Docuphase AP validation pipeline.

Key Features

Capabilities

Document Management: Securely store contracts, receipts, and W-9s. Use the onPhase Document Management tool to quickly search and retrieve files while staying compliant and audit-ready.
Accounts Payable (AP) Automation: Utilize AI smart capture with Optical Character Recognition (OCR) to extract invoice data. Route approvals based on specific rules and streamline vendor payments (virtual cards, checks, or ACH) directly in the platform.
Intelligent Forms: Build no-code, web-based forms to replace paper forms and fillable PDFs, automating the routing and collection of signatures.

Benefits

Value

Cost & Time Savings: Reduces manual data entry by interpreting documents accurately, which can significantly lower overall AP processing costs.
Integrations: Designed to connect smoothly with various Enterprise Resource Planning (ERP) systems to create a cohesive ecosystem.
Visibility: Eliminates lost paperwork and email chains, providing leaders with complete, real-time insight into cash flow and pending approvals.

Architecture: Docuphase runs as a cloud-based web application (TBD URL) with on-premises application and IRIS Verify servers at Aidacare — AIDADOCP01V (Docuphase Application Server) and AIDADOCP02V (IRIS Verify). Invoices are captured, validated, approved, and posted to Microsoft Dynamics GP AP.

Solution Architecture

Diagram

Web Application 8.1 — Docuphase Web App — TBD (URL) Application Server 8.2 — AIDADOCP01V IRIS Verify Server 8.3 — AIDADOCP02V OCR / IDP IRIS (Canon) — intelligent document processing and validation ERP Integration Microsoft Dynamics GP — Accounts Payable posting Support Docuphase, IRIS (Canon)

Workflow: Supplier invoices enter Docuphase via email, PDF upload, or PEPPOL eInvoicing (via PostMaster Connect). IRIS OCR extracts and validates invoice data on AIDADOCP02V. Approved invoices route through Docuphase approval workflows and post to GP AP.

AP Workflow — Overview

Diagram

AP Workflow — PDF Invoice

Diagram

AP Workflow — eInvoice (PEPPOL)

Diagram