Flows

Flows

Bipath
Square 9

Square 9

4.8 out of 5 stars
Flows Square 9

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Flows:

About

Flows by Bipath is a fully managed service that integrates business tools, automates workflows and facilitates seamless data movement between applications without requiring user intervention. By connecting to any API-enabled application, Flows automates business processes, allowing companies to concentrate on growth while eliminating the need for coding or learning new systems. The platform supports integration with a wide array of applications. The process involves submitting a request with specifications, building the workflow integration to industry standards with error handling and alerts, testing the integration, and activating it into production. This approach ensures that applications communicate effectively, streamlining operations and enhancing efficiency. Once fully tested, your new Flow will activate into production. Managed workflows and API integrations at scale.
Square 9:

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.
Flows:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Square 9:

Platforms Supported

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

Audience

Enterprises searching for a tool to streamline operations by automating their workflows
Square 9:

Audience

Organizations that need powerful ECM and document automation software
Flows:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Square 9:

Support

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

API

Offers API Supported
Square 9:

API

Offers API Supported
Flows:

Screenshots and Videos

Square 9:

Screenshots and Videos

Flows:

Pricing

$99 per month
Free Version Not Supported
Free Trial Not Supported
Square 9:

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
Flows:

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
Square 9:

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.7 / 5
design 4.4 / 5
support 4.8 / 5
Square 9:

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.
Flows:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Square 9:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Flows:

Company Information

Bipath
Founded: 2016
United States
www.bipath.io/software/flows/automations-home
Square 9:

Company Information

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

Alternatives

Square 9:

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Square 9:
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Square 9:
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Flows:
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Flows:

Categories

Integration Supported
Square 9:

Categories

Square 9:

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

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

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
Flows:

Integrations

Microsoft Dynamics 365 Supported
QuickBooks Online Supported
Salesforce Supported
Adobe Marketo Engage Supported
Agvance Accounting Not Supported
Airtable Supported
Basecamp Supported
Contact Cloud Supported
Deluxe Payment Exchange (DPX) Not Supported
Docusign Not Supported
Google Analytics Supported
Google Cloud Vision AI Supported
Instapage Supported
Jira Supported
Kit Supported
Microsoft Advertising Supported
SignalWire Supported
Symplify Supported
Unbounce Supported
WordPress Supported
Square 9:

Integrations

Microsoft Dynamics 365 Supported
QuickBooks Online Supported
Salesforce Supported
Adobe Marketo Engage Not Supported
Agvance Accounting Supported
Airtable Not Supported
Basecamp Not Supported
Contact Cloud Not Supported
Deluxe Payment Exchange (DPX) Supported
Docusign Supported
Google Analytics Not Supported
Google Cloud Vision AI Not Supported
Instapage Not Supported
Jira Not Supported
Kit Not Supported
Microsoft Advertising Not Supported
SignalWire Not Supported
Symplify Not Supported
Unbounce Not Supported
WordPress Not Supported
Flows:
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Claim Flows and update features and information
Square 9:
Claim Square 9 and update features and information
Claim Square 9 and update features and information