Where is DocuPhase located?

DocuPhase is headquartered in Clearwater, United States.

Where does DocuPhase rank among its competitors?

DocuPhase ranks 21st amongst 119 active competitors, of which 16 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Indico Data, which secured an undisclosed amount in Oct, 2025.

Who are the top competitors of DocuPhase?

DocuPhase's top competitors include Conga, Indico Data and airSlate. Among them, Indico Data secured the most recent funding round in October, 2025.

DocuPhase - 2026 Company Profile, Team, Funding & Competitors

DocuPhase is an acquired company based in Clearwater (United States), founded in 2000 by Steven Allen. It operates as an Intelligent automation solutions simplifying back-office operations for modern finance teams. The company has 119 active competitors, including 16 funded and 6 that have exited. Its top competitors include companies like Conga, Indico Data and airSlate.

Company Details

Intelligent automation solutions simplifying back-office operations for modern finance teams. They provide a suite of solutions designed to streamline and optimize financial processes. Their offerings include AP automation, AR automation, document management, web forms, workflow automation, and smart data capture. They focus on simplifying complex operations using AI and automation, enabling organizations to focus on driving value. The platform integrates with ERP systems, ensuring seamless data synchronization. They offer tools for managing invoices, contracts, HR records, and other financial documents in a secure repository, enhancing efficiency and compliance. Their solutions cater to digital transformation, process improvement, and growth strategies, providing a comprehensive platform for enterprise automation. They are a B2B SaaS company offering software and services for enterprise automation.

Website: docuphase.com
Social
Email ID: *****@docuphase.com
Phone Number: +1 **********

Key Metrics

Founded Year

2000

Location

Clearwater, United States

Stage

Acquired

Investors

LoneTree Capital

Ranked

21^st among 119 active competitors

Investment & Acquisitions

Frevvo & 2 more

Similar Companies

Conga & 127 more

Exit Details

Acquired by Aquiline Capital Partners (Feb 20, 2024)

View DocuPhase's full profile

DocuPhase got acquired by Aquiline Capital Partners and Level Equity on Feb 20, 2024.

Click here to take a look at DocuPhase's acquisition in detail

DocuPhase is a funded company. DocuPhase has 1 institutional investor.

View details of DocuPhase's funding rounds and investors

The founders of DocuPhase is Steven Allen.

Here are the details of DocuPhase's key team members:

Steven Allen: Founder & CEO of DocuPhase.
Contact Info: 1 email address

View details of DocuPhase's Founder profiles and Board Members

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Top competitors of DocuPhase include Conga, Indico Data and airSlate. Here is the list of Top 10 competitors of DocuPhase, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Conga 2006, Broomfield (United States), Acquired	Provider of document automation, contract lifecycle management, and revenue solutions	$140M	Insight Partners, Salesforce Ventures & 3 others	72/100
2nd	Indico Data 2014, Boston (United States), Series B	Developer of an agentic decisioning platform for insurance underwriting and claims	$72.7M	.406 Ventures, General Catalyst & 14 others	62/100
3rd	airSlate 2006, Brookline (United States), Series C	Provider of document workflow automation and marketing intelligence platform solutions	$185M	G Squared, General Catalyst & 6 others	55/100
4th	Hercules 2014, Campbell (United States), Series B	Provider of AI platform automating data extraction and workflow verification	$27.9M	Streamlined Ventures, Acorn Pacific Ventures ... & 10 others	54/100
5th	Affinda 2013, Melbourne (Australia), Series A	AI-based document processing application provider	$10M	-	54/100
6th	Open Bots AI 2020, Edison (United States), Seed	Open source RPA automation platform	$5M	-	49/100
7th	Levity 2020, Berlin (Germany), Seed	Cloud-based robotic process automation platform for document processing	$10M	Balderton Capital, Angular Ventures & 12 others	45/100
8th	Cinnamon 2012, Minato City (Japan), Series C	Provider of AI-powered intelligent document processing solutions	$39.6M	SBI Investment, Incubate Fund & 33 others	44/100
9th	ClearDox 2018, Stamford (United States), Unfunded	AI-based platform for document processing	-	-	44/100
10th	Automaited 2019, Cologne (Germany), Seed	Cloud-based multi-function basic automation platform for multi-industry	$4.22M	Advesto GmbH: advesto GmbH, Northzone & 6 others	42/100
21st	DocuPhase 2000, Clearwater (United States), Acquired	Intelligent automation solutions simplifying back-office operations for modern finance teams	-	LoneTree Capital	30/100

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DocuPhase has acquired 3 companies including Frevvo, Clearwater Payments and Treeno Software. DocuPhase has not made any investments as of now.

Here is the list of its acquisitions:

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Aug 09, 2022	Acquisition	Frevvo	2008	Branford (United States)
Apr 12, 2021	Acquisition	Clearwater Payments	2015	Columbus (United States)
Mar 08, 2021	Acquisition	Treeno Software	2002	Portsmouth (United States)