Hyland OnBase provides a broad spectrum of repeatable and turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, Hyland OnBase offers purpose-built integrations and connectors to core industry LOB systems such as Salesforce, Guidewire, Workday and numerous others, seamlessly supporting your critical business content and processes. With proven industry solutions, Hyland OnBase provides the capability to quickly and intelligently automate your business processes without costly and lengthy custom development and integration processes, so your team can focus on higher value work faster.
Hyland OnBase is a low code platform, enabling IT and business departments to accelerate solution delivery across the enterprise. With best-of-breed features from multichannel capture to workflow automation and RPA, Hyland OnBase speeds up processes and reduces costs while securely supporting your organization's entire information lifecycle.
Learn more at Hyland.com/OnBase.
Highlights
Purpose-built integrations and connectors with core industry LOBs
Turn-key industry and departmental solutions
Low-code platform, scalable for a variety of business use cases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
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OnBase pricing is based on the number of Standard Users you license. You choose one of five tiers according to your user count. Tier 1 covers up to 50 Standard Users. Tier 2 covers 100 Standard Users, Tier 3 covers 200, Tier 4 covers 500, and Tier 5 covers 1000. As your user count grows, you move to the tier that matches your size. Each tier is billed under a contract commitment. The tiers differ only by the number of Standard Users supported.
Top-of-mind questions for buyers
What counts as one Standard User for billing across the tiers?
A Standard User is one named user account that accesses OnBase. Each tier sets a fixed count of these accounts, from up to 50 in Tier 1 to 1000 in Tier 5. You license the tier that matches your total user headcount, not concurrent logins.
What happens if my user count grows beyond my current tier?
Each tier supports a set number of Standard Users. If your headcount passes your tier's limit, you move to the tier that covers your new total. The move applies to your whole user base, not just added users. Transitions are handled through your contract, not automatically.
What capabilities are included regardless of which user tier I choose?
All tiers include the same OnBase functions. You get document capture and classification, configurable workflows, forms, case management, records retention, collaboration tools, and reporting dashboards. The tiers differ only by supported user count, not by feature set.
www.hyland.com
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Purpose-built integrations and connectors with core industry LOB systems including Salesforce, Guidewire, and Workday
Low-Code Development Platform
Low-code platform enabling IT and business departments to accelerate solution delivery across the enterprise
Business Process Automation
Workflow automation and RPA capabilities to intelligently automate business processes
Content Management
Enterprise content management platform supporting the entire information lifecycle with multichannel capture capabilities
Pre-built Industry Solutions
Turn-key industry and departmental solutions tailored to specific business challenges across various use cases
No-Code and Pro-Code Automation
Combines no-code automation and pro-code builder tools to enable both citizen developers and technical users to create workflows without requiring extensive coding expertise.
Workflow Orchestration Across Multiple Systems
Threads together human, system, and external interactions to create end-to-end workflows that activate systems and engage internal and external participants.
CRM Integration and Native Workflow Management
Enables triggering and managing workflows directly from within CRM systems, allowing representatives to control processes without leaving their primary tools.
Audit Trail and Compliance Readiness
Provides built-in audit-readiness capabilities with durable logging to ensure compliance-relevant workflows run reliably and securely with complete traceability.
Dynamic Process Routing Based on Complexity
Automatically routes simple, repetitive tasks to automation while directing unique, complex cases to expert handlers based on workflow requirements.
Production-Grade Runtime Environment
Pre-built and optimized Python runtime for document processing tasks with rapid deployment capabilities
Zero-Shot Document Templates
Accelerated processing blueprints for common document types including forms with handwriting, paystubs, bank statements, and invoices without requiring training data
Comprehensive Document Intelligence
Built-in capabilities for document classification, extraction, transcription, complex table handling, and Human-in-the-Loop interfaces with native QA support
High-Throughput Processing Architecture
Massively parallel processing engineered for high-throughput, low-latency performance at scale with intelligent cost orchestration across CPU and GPU resources
Model-Agnostic Pipeline Framework
Support for any model type or custom third-party integration within a single pipeline with centralized versioning, auditability, and full telemetry tracking on all inputs, outputs, and automated decisions
Automated insurance workflows have transformed invoice processing and now reduce manual effort
Reviewed on Jul 03, 2026
Review provided by PeerSpot
What is our primary use case?
As a business analyst, while working on a recent project, I used Hyland OnBase as an enterprise-like document management tool. It was used for storing, organizing, and retrieving invoices regarding our insurance project. I worked with the document management system specifically for managing invoices.
We used to receive pricing invoices from our customers, including customers in South Africa. We received those invoices and created a workflow automation. We navigated those invoices and fetched the required information by using OCR, which is already an integrated feature of Hyland OnBase. We extracted key information such as premiums, insurance policy names, premium coverage for the year, age, and particular PII information of the user. We sent them to our insurer. The person who was sitting in the back end performed verifications and then gave the underwriting result, and we provided the policy accepted or declined result. This entire workflow was automated by using Hyland OnBase.
Further, we managed documents including our training documents, business documentations, and business requirement documentations. We stored these in Hyland OnBase for our training and recording purpose for our next generation of colleagues to train them, whoever joined our new project.
What is most valuable?
Hyland OnBase offers features that are very much scalable. As the documentations, the size of the files, or number of files increase, it automatically scales itself. It is intuitive to use. It is easy for a newcomer to just get the KT and learn. There are technical support documentations, though there are fewer available from Hyland's side. Scalability is a major plus point. Customer support and technical service is also a good point for Hyland's side. It does not have any downtime. I have not faced it till now. All the services were up, fast, and reliable, and it is very secure. These are the features that stand out regarding Hyland OnBase.
During my project, as I already mentioned, Hyland OnBase can accommodate increasing document volumes and integrate additional users. During my project, the organization continued adding new documentation categories and increasing invoices that we saw. These were entirely integrated into Hyland OnBase without any further upgrade or storage upgrade, or affecting any system's performance. The architecture which Hyland OnBase works with has the capability of gradually increasing itself, rather than working on a fixed storage. That is how it was helpful to us.
I believe Hyland OnBase has impacted my organization positively by faster document retrieval that I mentioned earlier, intuitive setup, reduced manual processing, and comes with security. These insurance policies, underwriting, and invoices are very sensitive to the users as they contain PII information. From security aspects, it is very secure. It has increased the transparency of the processes and workflows. Every user who is involved in each of the steps is well aware. Even the manager gets an update. This is a very big plus point in seeing the transparency in this process. It has reduced the manual work and paperwork dependencies and also helped us to upskill more, make more business with less effort and person headcount. These are the helpful things.
What needs improvement?
More training videos, if they are more findable, would improve documentation and training documentations from Hyland's side, because there is a lack of documentation and training materials from Hyland's side in order to train new resources. Additionally, the use of AI should be introduced in the later features. If customer support is more quickly and easily reachable, it should be more useful. These are the three points.
The pricing structure could be more thought-out. If it were cheaper than it is now, I think it would be more useful and more companies could use it over other competitors.
If AI could be used more at an enterprise level, since we are purchasing at an enterprise level for the subscription of Hyland OnBase, I would say if those AI informations would stay within the enterprise and not go outside of our enterprise boundaries, it would be secure and maintain our privacy. This is the most important term in order to integrate AI into Hyland OnBase.
For how long have I used the solution?
I have used Hyland OnBase for a year and a half.
Which solution did I use previously and why did I switch?
Before using Hyland OnBase, the invoices used to come and we manually took out the key information details, which would take around a week's time, mainly four to five days. Now, with the onset of Hyland OnBase, this insurance workflow is done within one day. This much effort it has saved.
How was the initial setup?
VDI and cloud was very easy. I was responsible for gathering documentations, making the BRDs and the UAT scenarios. The setup was easy and the document management system was very easy and handy. We can automatically get the required documentations without hovering or just searching around. It always has a clean interface where we can find whatever we need in a few seconds.
What other advice do I have?
The two points I take off are for those improvement things which Hyland needs to work on that I talked about. If we generally speak about Hyland OnBase, it is a powerful enterprise management platform that is scalable, flexible, and secure in storing, retrieving, and making workflow automations. I am satisfied, but I would say it can look after the pricing, integrate more AI features, and improve training materials and documentations from their side.
I have not used AI as much because when I left the project, we were not using AI in Hyland OnBase. However, I have heard that they have integrated AI in recent releases. I am not sure about the accuracies of the AI integrated in Hyland OnBase.
My recommendation would be to have a focused business plan or use case. You can do a competitor analysis with Hyland OnBase and other products in the market. Hyland is a standout in every aspect because if you go ahead for your business use case, defining clear document classifications, then the metadata standards, then your workflow requirements before implementation, it would be better. Investing in document management for training materials is important because the platform has a learning curve, and people adoption significantly influences project success. Investing in user training is equally important, and also focusing from my role as a business analyst, involving business stakeholders early during project kickoff for requirement gathering and validation workflows through demos helps in ensuring we build a final solution that aligns with their business and operational needs. These are the things which users can consider before using Hyland OnBase. I gave this review a rating of 8.
reviewer2845779
Centralized document control has improved security and accelerated approval workflows
Reviewed on May 31, 2026
Review provided by PeerSpot
What is our primary use case?
Hyland OnBase serves as the primary document management solution for all of my company's documents.A concrete example of how I use Hyland OnBase for document management within my organization is that all corporate reports are generated within Hyland OnBase and stored there. Additionally, Hyland OnBase is used to control the versions of those documents.
What is most valuable?
The best features that Hyland OnBase offers are the security it provides to control permissions and the traceability of documents.Regarding security and permission control, Hyland OnBase is used to manage who can and cannot access the different documents on the platform.Hyland OnBase has had a positive impact on my organization by reducing manual processes and approval times since the documents are centralized and digitized. I have measured the reduction in approval times, and I can confirm that approvals are completed faster, with an improvement of 33%.
What needs improvement?
I believe Hyland OnBase could improve by making its user interface more user-friendly.I am referring to the learning curve, and I can tell you that the experience with the platform's learning curve is quite steep, especially for less technical staff.
For how long have I used the solution?
I have been using Hyland OnBase for more than 6 years.
What do I think about the stability of the solution?
I consider Hyland OnBase to be a stable platform.
What do I think about the scalability of the solution?
The scalability of Hyland OnBase has required the storage to be expanded in order to have available space.
How are customer service and support?
I would describe the customer service and technical support of Hyland OnBase as being based on the partner that is used, and it basically depends on what the contract says and the service level agreements that have been established.
Which solution did I use previously and why did I switch?
I was using another solution called Panagon before implementing Hyland OnBase. We decided to switch because that solution stopped having licensing.
How was the initial setup?
My experience with the cost, implementation, and licensing of Hyland OnBase is that the cost is high due to the per-user licensing model, and the implementation was also costly since the partner we selected operated on the same basis.
What about the implementation team?
My advice to other organizations that are thinking about implementing Hyland OnBase is to evaluate the learning curve and to choose a good partner for the implementation.
What was our ROI?
Despite these costs, I have been able to see a return on investment as the time for approvals has been reduced, and since they are centralized, everything is in one place.
What's my experience with pricing, setup cost, and licensing?
The main factors that influenced my decision to choose Hyland OnBase over other options available on the market were the cost compared to others and the high document-handling capacity that Hyland OnBase can provide.
Which other solutions did I evaluate?
Before choosing Hyland OnBase, I evaluated other options such as DocuWare and Microsoft SharePoint.
What other advice do I have?
I give Hyland OnBase an overall rating of 8 out of 10.
Cynthia Mute
Digital workflows have transformed document access and have reduced paper usage and processing time
Reviewed on Mar 15, 2026
Review from a verified AWS customer
What is our primary use case?
My main use case for Hyland OnBase is implementing it as both a simple and complex document management system across many different market segments for the sole purpose of making scanned and virtual documents easily searchable and accessible. The workflow capabilities of the product, as well as the Unity web interface and the ability to seamlessly tie into most third-party applications to allow easy associated information lookups within Hyland OnBase, led to a very dynamic and game-changing product compared to how my organization was previously managing their information.
A specific example of how I have used Hyland OnBase for document management or workflow in my organization is the amazing integration with third-party applications. Being able to get documents and information through email, folder importing, mainframe screens, other applications, and XML/CSV streams was simple, powerful, and effective.
Regarding my main use case, it is very simple, effective, and it just works when it comes to content management systems. We rely on static folder structures for storing information or Excel access tables, which can easily become a mess. With Hyland OnBase, every document is unique, and access can be restricted and audited depending on user permission. It allows for a company to take control of their information and be more productive.
What is most valuable?
The best features Hyland OnBase offers include a powerful admin interface. The Unity application is a work in progress, and Hyland OnBase also has document storage, basic workflow activities, and Hyland OnBase security is top-notch.
Great support channels for resolving application issues is something I would add about the features, along with support for a wide variety of files that can be stored within the product. It is also easy to query the database to pull reports on usage.
Hyland OnBase has positively impacted my organization because we use the system internally to our departments, but it also helps the system by filling out web forms that help us gather information from our employees quickly and more effectively than through email or paper methods. It is also very beneficial because we are able to reduce our paper costs by collecting documents electronically and keeping them electronically through the life cycle of that document. We have increased visibility into where our bottlenecks are for processing documents. It has become easier to identify inefficient processes and pinpoint how to leverage the product to reduce the time and effort needed to process that document.
We can easily retrieve documents that need to be stored long-term, enabling us to reduce our paper by collecting documents electronically and keeping them electronically throughout the life cycle of that document. This has reduced the cost by fifty percent. We have increased visibility into where our bottlenecks are coming from, especially which processes are processing documents.
What needs improvement?
Hyland OnBase can be improved because Report Services is an additional license and should be included with the base product. The reason I take off that one point is that sometimes Report Services is an additional license, and that means extra cost.
For how long have I used the solution?
I have been working in my current field for six years and two months.
What do I think about the stability of the solution?
Hyland OnBase is very stable and I have not experienced any downtime.
What do I think about the scalability of the solution?
Hyland OnBase is very scalable because it can handle my organization's growth effectively.
How are customer service and support?
The customer support for Hyland OnBase is fast and very responsive.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I previously used a different solution which was Microsoft Azure and Document Vantage on Demand.
What was our ROI?
I have seen a great return on investment with Hyland OnBase. We have been able to reduce staff by not needing temps and have achieved a great reduction of space due to not using file cabinets. It is nice to have instant images without getting up and looking for things.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is that the price is relatively affordable, but as I mentioned, Report Services is an additional license. That means when I want to use Report Services, I prefer to pay more additional cost for using Report Services.
Which other solutions did I evaluate?
Before choosing Hyland OnBase, I evaluated other options such as Salesforce.com.
What other advice do I have?
My advice for others looking into using Hyland OnBase is that it is more efficient, fast, and easy, making it a great business process management and workflow tool to manage the API. My organizational business areas are able to automate what was once manual tasks by leveraging the ability to define workflows that are congruent to internal business processes. Hence I am able to save a lot of time and cost. I would rate Hyland OnBase a nine out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Abdul_Jabbar
Automated workflows have transformed document handling and support daily approvals and billing
Reviewed on Mar 10, 2026
Review from a verified AWS customer
What is our primary use case?
Hyland OnBase is used across the entirety of the organization in a variety of different ways, and its primary use is as a document storage solution that is used in conjunction with other systems such as our primary EMR, Epic. Along with storage and integration, workflow processing is a major tool used by the organization for all of its departments.
For an example of how my team or department uses Hyland OnBase in our daily work, accounts payable uses it for processing and finalizing payments, and Hyland OnBase is also used for its mass import capabilities such as DIP, COLD, Mailbox Importer, and EDI, especially by outbilling areas to quickly bring in needed documents for the workflows.
Another major use of Hyland OnBase by our organization is that it has found more and more use in new departments to ease workflow, cut down on time, and reduce paper use.
What is most valuable?
The best features Hyland OnBase offers in my experience include being a robust storage solution that integrates well with the Epic solution, allows Unity Forms to be easy to create and use, and has Distribution Services for sending email notifications as reminders.
Out of those features, the workflow engine has made the biggest difference for me because it is excellent for automating approval processes, and we use Hyland OnBase for legal requests, hardware requests, travel requests, corporate credit card requests, and file transfer requests.
WorkView is an incredible module for gathering and displaying summary information, and we utilize it highly in our subsidiary to manage our legal contracts, their financial billing process, and their travel. We also use the Document Import Process coupled with Unity API for writing custom code to automate processes to send and receive data from other systems that are not yet API enabled.
The impact of Hyland OnBase on our organization is that automating manual processes has had an incredible effect on our return on investment, and the man-hours saved by automating processes pays for the system, ranging from one to five hours.
I measured the man-hours saved through the tracking of workflows and automation processes.
Additionally, Hyland OnBase has allowed us to move away from moving paper around various departments, providing workflow management to keep approval inside the system and out of the email boxes, eliminating the need for paper storage, and saving storage costs with other vendors.
What needs improvement?
Hyland OnBase could be improved in terms of service support response time.
More timely updates to solution software support documentation also should be improved.
For how long have I used the solution?
I have been using Hyland OnBase for five years and a few months.
What do I think about the stability of the solution?
Hyland OnBase is very stable, with no downtime noticed.
What do I think about the scalability of the solution?
Hyland OnBase is very scalable and grows with my organization's needs.
How are customer service and support?
Customer support for Hyland OnBase is very helpful and supportive.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I previously used Guidewire InsuranceSuite before switching to Hyland OnBase.
What was our ROI?
I have seen a return on investment with Hyland OnBase because it provides a very reliable ECM platform for my organization, helps to remove the dependency on paper files and file folders, saves real estate costs, and facilitates the ability to work from anywhere. It has made same-day processing of all incoming and outgoing documents a reality.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is that it is very cost-effective and affordable.
Which other solutions did I evaluate?
I evaluated DocuSign before choosing Hyland OnBase.
What other advice do I have?
My advice to others looking into using Hyland OnBase is that it is a highly recommendable tool because it has the ability to ingest documents through multiple methods such as scanning, email, DIP, and web services. It also helps organize and store documents in secure storage with encryption and user role-based access controls, along with the ability to securely deliver documents to internal and external customers.
Hyland OnBase is a great product with a lot of features and flexibility for customization to implement various business needs, making external integration with various business systems easy. Overall, it is a robust solution that can support the demanding usage needs for multiple departments and is very stable, secure, and has been a reliable and easy, scalable solution for our organization.
I found this interview to be well done but suggest trying to be a little faster. I gave this review a rating of 9 out of 10.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Jessica W.
Great Integration Options, Room for Improvement
Reviewed on Dec 15, 2025
Review provided by G2
What do you like best about the product?
All the integration options. Unity is easy to use.
What do you dislike about the product?
Technical support is hit and miss. Some analysts are amazing and so very helpful. Some seem to just want to close tickets as soon as possible with no real resolution. Scan formats in Unity are difficult to manage.
What problems is the product solving and how is that benefiting you?
Incoming fax processing. I have several departments that I have created workflow lifecycles to mimic how they processed these when they were paper. It makes it easier to management and keep track of faxes.