FormKiQ vs. Square 9 Comparison


FormKiQ	Square 9	+	+
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About FormKiQ is a new way to manage documents in the cloud, using a powerful Open Source API paired with a dynamic ReactJS web client, both of which you can build on and extend. You can add FormKiQ to an existing application or product or install and run it as a full-featured electronic document management system on its own, with as little or as much customization as you need. NOTE: along with Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system. What makes FormKiQ stand out from other document management software is that it is highly flexible and customizable, due to being designed and built with API-First principles and using Amazon Web Services (AWS). This allows a level of customization and flexibility that is far beyond what other electronic document management systems can offer, and that's a good reason why tech-oriented companies across a wide range of industries are choosing FormKiQ.	About Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Businesses searching for a flexible and customizable Document Management System that runs on AWS cloud	Audience Organizations that need powerful ECM and document automation software
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $1,299 per month Free Version Free Trial	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 Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 4.3 / 5 features 4.3 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 4.8 / 5 ease 4.6 / 5 features 4.7 / 5 design 4.4 / 5 support 4.8 / 5 Read all reviews
Pros & Cons from Real Users Pros This system is light weight, easy to use, and has everything you need to build an infinitely customizable document management solution for any industry. We are using it for a case management system for a law firm and dealing with millions of documents, and FormKiQ has allowed us to innovate in ways we never could before. The best part about it is the support. Mike and Regan are quick to respond to questions, highly knowledgable about all the technology involved, and never fail to find a solution to any issue that comes up. FormKiQ provided the exact solution as needed, including a custom module to run a credit check on the applicant. They are quick to respond to questions and support requests, and have very deep knowledge of their tool and the AWS cloud. Self-contained backend service that we easily embedded in our application, wrapping in our own REST API's. Provides a UI for admin and testing, but we are using in a headless mode, integrated into our large microservice architecture. Has the core features we need and is not bloated by other things we don't care about. Saved time and de-risked this component of our project, allowing us to focus on building our differentiators. Fast, extremely inexpensive to run in AWS serverless - both functions and database. Great support from the FormKiQ team, in response to requests to extend features. Cons Very infrequently, we will bump up against a problem that the software doesn't yet have a feature to address. This is a rare thorn in our side, but the product is new and growing rapidly. The up side is that everything on our wishlist is also on the development roadmap, and Mike and Regan always work closely with us to understand our needs as they design new features. The web interface wasn't as turn-key as we wanted at first, with more coding required to add our branding. But they were quick to provide a solution that was an enhancement to FormKiQ itself, rather than charging us for changes. We extended the query/searching capability, engaging the FormKiQ team. Would like to see some metadata support for attributes and tags.	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 Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information FormKiQ Canada www.formkiq.com	Company Information Square 9 Founded: 2001 United States www.square-9.com
Alternatives PackageX OCR Scanning PackageX	Alternatives onPhase
Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation	Automation Anywhere
Square 9	Laserfiche
UnForm Synergetic Data Systems, Inc.	UnForm Synergetic Data Systems, Inc.
Assai Assai Software Services View All	Jotform View All
Categories Document Control Document Management Document Scanner Document Version Control Enterprise Content Management (ECM) Intelligent Document Processing Legal Document Management OCR	Categories Accounts Payable AI Automation AP Automation AR Automation Business Continuity Business Process Automation Business Process Management Contract Management Data Collection Data Extraction Document Management Document Scanner Electronic Data Capture Enterprise Content Management (ECM) Forms Automation Intelligent Document Processing OCR Online Form Builders Workflow Automation Workflow Management
Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Enterprise Content Management (ECM) Features Archiving & Retention Collaboration Tools Content Lifecycle Management Digital Asset Management Document Management Electronic Signature Information Governance Mobile Access Search Version Control Workflow Management OCR Features Batch Processing Convert to PDF ID Scanning Image Pre-processing Indexing Metadata Extraction Multi-Language Multiple Output Formats Text Editor Zone Selection Tool Show More Features Document Control Features Archiving & Retention Automated Routing Change Management Compliance Management Electronic Signature Escalation Management Periodic Review Version Control Document Version Control Features Access Controls/Permissions Approval Process Control Archiving & Retention Audit Trail Commenting / Notes Document Check-in / Check-out For Engineering Documents Revision History Version Comparison Version Rollback Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control	Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Enterprise Content Management (ECM) Features Archiving & Retention Collaboration Tools Content Lifecycle Management Digital Asset Management Document Management Electronic Signature Information Governance Mobile Access Search Version Control Workflow Management Show More Features Accounts Payable Features Approval Process Control Bank Reconciliation Cash Management Check Writing Duplicate Payment Alert Fraud Detection General Ledger Entry Vendor Management Business Continuity Features Backup Log Backup Scheduling Compression Continuous Backup Encryption Incremental Backup Local Server Options Multiple System Support Remote Server Options Secure Data Storage Web Access / Restoration Business Process Management Features Access Controls / Permissions Alerts / Notifications Business Process Automation Business Rules Management Collaboration Process Change Tracking Process Mapping Process Modeling & Design Visual Workflow Management Contract Management Features Buy Side (Suppliers) Completion Tracking Compliance Tracking Contract Lifecycle Management Electronic Signature Full Text Search Government Contracts Pre-built Templates Sell Side (Customers) Specialty Contracts Version Control Workflow Management Electronic Data Capture Features Audit Trail CRF Tracking Data Entry Data Verification Distributed Capture Document Imaging Document Indexing Forms Management Remote Capture Study Management Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control
Integrations Docusign Active Directory AgVantage Edge Amazon Cognito Amazon Comprehend Amazon DynamoDB Amazon S3 Amazon Textract Amazon Web Services (AWS) BlueIrisIQ Google Workspace Microsoft Dynamics 365 Microsoft Dynamics 365 Business Central NetSuite ONLYOFFICE Docs OpenSearch PDI QuickBooks Online Salesforce Typesense Show More Integrations View All 12 Integrations	Integrations Docusign Active Directory AgVantage Edge Amazon Cognito Amazon Comprehend Amazon DynamoDB Amazon S3 Amazon Textract Amazon Web Services (AWS) BlueIrisIQ Google Workspace Microsoft Dynamics 365 Microsoft Dynamics 365 Business Central NetSuite ONLYOFFICE Docs OpenSearch PDI QuickBooks Online Salesforce Typesense Show More Integrations View All 9 Integrations
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