About
FormAssembly is an enterprise data collection and automation platform that enables organizations to capture clean, compliant data from the start.
With the latest edition of the platform, FormAssembly Atlas, and its built-in AI assistant, Fai, forms and workflows build themselves, connect to Salesforce and other systems in just a few clicks, and ensure every record is structured, secure, and ready for automation or AI. In short, FormAssembly is designed to eliminate the manual work of form building and data cleanup.
Collect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack.
Ready to give FormAssembly a try?
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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.
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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
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Enterprise, Mid-Size Business, Small Business, Startups, Government, Healthcare, Higher Education, Nonprofit and Financial Services
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Audience
Organizations that need powerful ECM and document automation software
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingContact Sales. Visit website for plan options
Free Version
Not Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFormAssembly
Founded: 2006
United States
www.formassembly.com
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Company InformationSquare 9
Founded: 2001
United States
www.square-9.com
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Alternatives |
Alternatives |
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CategoriesThis is what modern data collection looks like. Collect, connect, and control AI-ready data faster than ever before. FormAssembly redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack. FormAssembly is an enterprise-grade platform built to simplify data collection at scale. With an intuitive interface, advanced architecture, and built-in automation, FormAssembly makes it easy to create secure, compliant workflows and route structured data to the systems your business relies on. No dev work. No delays. Just smarter, faster data from the start. Take your web forms to the next level with automated workflows. Combine and automate multi-step form processes. Send respondents down conditional paths, automate email notifications, obtain approvals, and create or update Salesforce records all without code. Data collection rarely stops at a single submission. FormAssembly helps teams build end-to-end workflows that capture structured data, route information to the right people and systems, and move processes forward automatically. Fai, FormAssembly’s agentic AI assistant, helps teams move from an idea to a working workflow quickly. Describe the process you want to automate, and Fai will help generate the workflow structure, including forms, routing logic, and automation steps. Common examples include: - Multi-step approval workflows -Application and onboarding workflows - Service request workflows - Document generation and signature workflows Data collection rarely stops at a single submission. FormAssembly helps teams build end-to-end workflows that capture structured data, route information to the right people and systems, and move processes forward automatically. Build Forms That Build Your Business Trade manual data correction for automated data confidence. Customized forms that securely integrate with the apps you rely on. Forms that use spam filtering, authentication, virus scanning, and encryption collect data you can trust. Forms should do more than collect information. FormAssembly helps teams design structured forms that connect directly to workflows, approvals, and systems of record like Salesforce. Create sophisticated forms faster with Fai Fai, FormAssembly’s agentic AI assistant, helps teams move from idea to form quickly by generating form structure, validation rules, and workflow steps based on what you need to collect, allowing builders to create sophisticated forms without deep technical expertise while maintaining full control over rules, approvals, and integrations. - Patient intake forms - Application and registration forms - Referral forms - Internal request forms Create Surveys That Collect Data and Drive Action Collect survey responses that initiate workflows, trigger approvals, generate documents, and update your systems, all while using FormAssembly’s flexible tools to make sure the user experience is mobile-friendly, professional, and interactive. Survey responses can trigger automated workflows, route data to the right teams or systems, generate documents, and feed approvals or follow-up actions. At the same time, FormAssembly delivers survey capabilities for any level of complexity, providing multiple question types, branching logic, skip logic, mobile-friendly design, and branding customization. Whether you need a simple feedback form or a process-driving survey, FormAssembly supports both. |
Categories |
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Forms Automation Features
Approval Process Control
Supported
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Supported
Drag & Drop
Supported
Full Text Search
Not Supported
Remote Document Access
Supported
Rules-Based Workflow
Supported
Text Editing
Supported
Version Control
Not Supported
Online Form Builders Features
Artificial Intelligence
Supported
Assign Roles / Permissions
Supported
Collaboration Tools
Supported
Conversational Forms
Not Supported
Data Tables
Not Supported
Drag & Drop / No Code
Supported
Export to PDF
Supported
HIPAA Compliant
Supported
Import Existing Forms
Supported
Mobile Forms
Supported
Offline Forms
Not Supported
Pre-made Templates
Supported
Quizzes / Questionnaires
Not Supported
Reporting / Data Visualization
Supported
Signup Forms
Supported
Surveys
Supported
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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
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
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Integrations
Salesforce
Supported
AWeber
Supported
Agvance Accounting
Not Supported
BlueIrisIQ
Not Supported
Chargent
Supported
Data8
Supported
Deluxe Payment Exchange (DPX)
Not Supported
HubSpot CRM
Supported
Ideal Postcodes
Supported
Mailchimp
Supported
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Integrations
Salesforce
Supported
AWeber
Not Supported
Agvance Accounting
Supported
BlueIrisIQ
Supported
Chargent
Not Supported
Data8
Not Supported
Deluxe Payment Exchange (DPX)
Supported
HubSpot CRM
Not Supported
Ideal Postcodes
Not Supported
Mailchimp
Not Supported
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