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About

Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Thousands of customers worldwide use Ephesoft to save costs, improve accuracy, and fuel their journey towards autonomous enterprise. Ephesoft is headquartered in Irvine, Calif., with regional offices throughout the US, EMEA and Asia Pacific. Ephesoft Transact is an enterprise capture and data extraction automation platform, in the cloud, hybrid or on-premises, that automates any content-based business process and makes meaning out of unstructured data for decision-makers worldwide.

About

Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Enterprises seeking a solution to process and manage their documents

Audience

Organizations that need powerful ECM and document automation software

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Flexible Pricing - contact us for details
Free Version Not Supported
Free Trial Supported

Pricing

$50/month/user
Square 9 Process Automation Essentials delivers the tools you need to begin your digital transformation with solutions for Accounts Payable, Accounts Receivable, Human Resources, and Contracts Management. Or Square 9 can help build your own custom application design based on your individual industry needs.

- Secure SOC2 and HIPAA certified cloud content repository
- Fully Encrypted Storage
- Business Process Automation
- Document Versioning
-Audit Trail
- OCR Assisted Keyless Indexing
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.7 / 5
design 4.4 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • Easy to use. The workflow generation and application is intuitive and allows for a variety of process integrations.
  • I like its ability to centralize and efficiently organize documents. It offers advanced encryption, access control and change tracking options, which ensures the confidentiality and integrity of information. In addition, its ability to automate workflows, perform advanced searches and generate detailed reports helps us optimize document management and improve operational efficiency in our company.
  • For the most part, it is easy and intuitive to use. The online training is a huge bonus and has helped me figure out how to do many things.
  • Square 9 offers powerful document capture and workflow automation tools. It's highly customizable and integrates well with other business systems.
  • We are really enjoying using Global search to rid ourselves of paper files. We also use Global Search to automate the AR process for our online payments system. The document capture workflows are very easy to set up with no programming at all in a drag and drop web browser interface. The software is constantly being updated to add new features, including AI for smart document capture

Cons

  • Hosted environment is too pricey, but the on prem is perfect for us.
  • One of the limitations I find is the lack of advanced customization options in the user interface. I would like more flexibility to tailor the look and feel and functionality of the platform to specific needs.
  • Some of the nodes are a little complicated and the online training is not available.
  • The user interface could be more modern and intuitive. Initial setup can be a bit complex for smaller teams.
  • Although I do believe we get special pricing based on our organization which is non-profit, we can only afford a single CPU license for our on-prem setup for document processing which makes things a little slow. So depending on what volumes you need to process, you can get a backlog of documents in the capture cue waiting to be processed. In an ideal situation where funds are unlimited, we would likely utilize their cloud solution with additional CPU cores and also the AI add-on for more efficient document capture.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Ephesoft
Founded: 2010
United States
ephesoft.com

Company Information

Square 9
Founded: 2001
United States
www.square-9.com

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.

Alternatives

PSIcapture

PSIcapture

Tungsten Automation
CapturePoint

CapturePoint

Ademero

Categories

Categories

Data Extraction Features

Disparate Data Collection Supported
Document Extraction Supported
Email Address Extraction Not Supported
Image Extraction Supported
IP Address Extraction Not Supported
Phone Number Extraction Not Supported
Pricing Extraction Not Supported
Web Data Extraction Not Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

OCR Features

Batch Processing Supported
Convert to PDF Not Supported
ID Scanning Supported
Image Pre-processing Supported
Indexing Supported
Metadata Extraction Supported
Multi-Language Supported
Multiple Output Formats Supported
Text Editor Not Supported
Zone Selection Tool Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Not Supported
Cash Management Not Supported
Check Writing Not Supported
Duplicate Payment Alert Not Supported
Fraud Detection Not Supported
General Ledger Entry Supported
Vendor Management Supported

Business Continuity Features

Backup Log Not Supported
Backup Scheduling Not Supported
Compression Not Supported
Continuous Backup Not Supported
Encryption Not Supported
Incremental Backup Not Supported
Local Server Options Supported
Multiple System Support Supported
Remote Server Options Supported
Secure Data Storage Supported
Web Access / Restoration Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Not Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Supported
Document Management Supported
Electronic Signature Supported
Information Governance Supported
Mobile Access Supported
Search Supported
Version Control Supported
Workflow Management Not Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Supported

Integrations

NetSuite Supported
Agvance Accounting Not Supported
Automation Anywhere Supported
BlueIrisIQ Not Supported
Box Supported
Deluxe Payment Exchange (DPX) Not Supported
Docusign Not Supported
Infor CloudSuite Business Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Nintex Process Platform Supported
Oracle BPM Suite Supported
PDI Not Supported
Quanum EHR Supported
Quanum RCM Supported
QuickBooks Online Not Supported
SS&C Blue Prism Supported
Salesforce Not Supported
UiPath Supported
Workato Supported

Integrations

NetSuite Supported
Agvance Accounting Supported
Automation Anywhere Not Supported
BlueIrisIQ Supported
Box Not Supported
Deluxe Payment Exchange (DPX) Supported
Docusign Supported
Infor CloudSuite Business Not Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Nintex Process Platform Not Supported
Oracle BPM Suite Not Supported
PDI Supported
Quanum EHR Not Supported
Quanum RCM Not Supported
QuickBooks Online Supported
SS&C Blue Prism Not Supported
Salesforce Supported
UiPath Not Supported
Workato Not Supported
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Claim Ephesoft and update features and information
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