DFdiscover vs. KoboToolbox Comparison Chart

Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below. AP Automation and Vendor Payments Solutions: Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

Resco Inspections+ is designed to help organizations move from outdated paper forms to flexible, digital questionnaires. With the solution, you can easily turn paper-based audits, inspections, surveys, and checklists into digital forms, offering improved flexibility, safety, and compliance. Through seamless integration with Dynamics 365 and Salesforce, it extends your CRM/ERP data beyond the office. This means you can collect, update, and report data directly from the field. Thanks to its offline-first architecture, field technicians, auditors, and inspectors can capture critical data in even without internet connection—whether they’re on remote construction sites, oil rigs, in garages, or even in crowded urban areas where data connections are unstable or unavailable. Inspections+ also includes a drag-and-drop questionnaire designer, allowing users to create custom forms with smart questions, business logic, rules, and media capture, without the need for coding.

The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync.

Elation Health is the most trusted technology platform for independent primary care. Since 2010, the company has delivered clinical-first solutions — built on an award-winning collaborative EHR platform — that help practices start, grow, communicate, and succeed in delivering the highest quality personalized care to patients. Elation Health supports primary care providers in upholding the craft of medicine while thriving in an evolving healthcare landscape. Today, Elation Health serves 32,000 active clinicians, caring for millions of Americans. Elation’s clinical-first EHR is designed and built for independent primary care practices and physicians. With Elation, practices can manage patient records, book and arrive appointments, and view provider schedules. Physicians receive and share patient information, including labs or consults, referrals to specialists, and other documentation, eliminating duplicate data entry and ensuring all information is correct and up-to date.

QUALO is a scalable, cloud-based software platform that addresses common data output and visualization challenges in behavioral health, community health, and healthcare, providing valuable insights without overwhelming clients, staff, administrators, and funders. The system combines data collection tools with customized evidence-based practice supports, ensuring the right information is collected at the right time. Additionally, it incorporates care coordination features that are specifically catered to meet the needs of human service providers. QUALO was built to integrate with other systems, including electronic health records, as a single point of data entry to augment the inherent data output and visualization limitations EHRs often present. Plus, QUALO’s responsive mobile friendly design ensures the platform can be accessed from any device, streamlining the entire data collection process.

MaxiDent is a Canadian dental practice management software provider, that with over 40 years of experience has evolved to now offering much more in additional avenues of dentistry, such as business and marketing to help advance all dental practices across Canada. MaxiDent software offers a plethora of applications that include clinical charting, patient scheduling, SecureSend integration, billing, lab-tracking integration, and so much more. Other important capabilities of the add-ons include patient self check-in software, email / text reminders, electronic signature capture, voice recognition, voice command, and fully integrated payment systems, to name a few. By becoming a MaxiDent client, your practice will gain access to its very own dedicated 4-person SUCCESS TEAM. MaxiDent’s Success Teams are designed to work with and get to know your practice's specific needs, and comes equipped with 1 Account Manager, 1 Implementation Manager and 2 Support Technicians.

LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today.

MedTrainer is a healthcare software system for learning, compliance, and credentialing. Package together your perfect solution with MedTrainer. Healthcare organizations of any size will have compliance insurance and risk mitigation in the palm of their hands. Automate healthcare learning with access to 500+ courses for OSHA, HIPAA, CMS, Infection Prevention, Clinical Skills, HR, and more. Healthcare compliance is made easy and with a few keystrokes, your staff has access to their required compliance tools--we streamline SDS Management, Safety Plans, Incident Reports, Equipment Lifecycle Management, and more. Credentialing has never been easier. You can efficiently manage the multiple tasks necessary to credential accurately including Primary Source Verifications, Payor Enrollments, Provider Attestation, Privileging, and more.