DocuPhase

Clearwater, United States Founded: 2000 • Age: 26 yrs Acquired By Aquiline Capital Partners
RPA software is developed for accounting automation and document management.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 3 Known backers
Products 5 Services tracked
Competitors 10 Brand Intelligence

About DocuPhase

DocuPhase is a company based in Clearwater (United States) founded in 2000 was acquired by Aquiline Capital Partners in February 2024. DocuPhase has completed 4 acquisitions, including Clearwater Payments, Frevvo and Treeno Software. DocuPhase offers products and services including AP Automation, AR Automation, Document Management, Workflow Automation, and Smart Data Capture. DocuPhase operates in a competitive market with competitors including airSlate, Indico Data, Rossum, Kyndi and Natif.ai, among others.

  • Headquarter Clearwater, United States
  • Sectors
    Technology
  • Email
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  • Phone
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  • Legal Name Docuphase, Llc
Operational Areas
Technology → Robotics, Automation & Advanced Manufacturing Unlock Sub-Sector Unlock Segment
Key Metrics
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Products & Services of DocuPhase

DocuPhase offers a comprehensive portfolio of products and services, including AP Automation, AR Automation, Document Management, Workflow Automation, and Smart Data Capture.

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Primary

Automates accounts payable processes for efficient invoice handling.

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Speeds up accounts receivable with reduced manual processing.

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Manages and stores financial documents in a secure repository.

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Automates repetitive tasks like approvals and onboarding.

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Extracts data from documents using AI for accuracy.

People of DocuPhase

Headcount 50-200
Employee Profiles 31
Employee Profiles
People
David Cheney
Implementation Project Manager
People
Darrell Dunn
Project Manager
People
Courtney Bernard
Director Of Implementations
People
Constance Luong
QA Engineer

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Funding Insights of DocuPhase

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Detailed funding history for DocuPhase

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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Investors in DocuPhase

DocuPhase has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners, Level Equity and LoneTree Capital.

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Venture Fund
Investor Description Founded Year Domain Location
Middle-market growth capital investments are targeted by Level Equity.
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Private equity and debt investments are directed toward financial sectors.
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LoneTree Capital is engaged in providing flexible capital and operational support to growth companies.
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Investor details for DocuPhase

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  • Investor locations
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Investments & Acquisitions by DocuPhase

DocuPhase has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Clearwater Payments, Frevvo and Treeno Software.

Investments
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Investment portfolio details for DocuPhase

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  • Portfolio identities
  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Cloud-based electronic billing and payment solutions are provided via APIs.
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Road planing, surfacing, and civil engineering services are provided.
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SaaS-based document management solutions are delivered for businesses.
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Complete acquisition details for DocuPhase

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Financial Statements - DocuPhase

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Detailed financials for DocuPhase

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Docuphase Comparisons

DocuPhase Primary company
Description
RPA software is developed for accounting automation and docu...
Location
Clearwater, United States
Founded Year
2000
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for DocuPhase

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Competitors of DocuPhase

DocuPhase operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as airSlate, Indico Data, Rossum, Kyndi and Natif.ai, among others.

Company Name Domain Founded year HQ Location Description
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Provider of no code business automation solutions
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Data processing tasks are automated via AI-driven management solutions.
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Documents are processed and digitized via AI-based platform.
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AI and process automation software is provided for regulated industries.
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Document processing is automated via AI classification and validation.
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Developer of hybrid AI platform for document classification and data extraction
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Detailed competitors of DocuPhase

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Latest news on Docuphase

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Complete news archive for DocuPhase

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Frequently Asked Questions about DocuPhase

DocuPhase was founded in 2000.

DocuPhase is headquartered in Clearwater, United States. It is registered at Clearwater, Florida, United States.

DocuPhase was founded in 2000 in Clearwater, United States, as a provider of RPA software targeted at accounting automation. Routine tasks are automated through the DocuPhase platform to support visibility, accountability, and compliance. Core features encompass document management, webforms, workflow automation, and data capture. Solutions are extended to manufacturing, HR, customer service, and enterprise workflows, with customized RPA options tailored to specific business needs.

DocuPhase's top competitors include Indico Data, airSlate and Rossum.

DocuPhase offers AP Automation, AR Automation, Document Management, Workflow Automation, and Smart Data Capture.

DocuPhase has made 4 acquisitions, including Clearwater Payments, Frevvo, and Treeno Software.

DocuPhase has 3 investors. Key investors include Aquiline Capital Partners, Level Equity, and LoneTree Capital.

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