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About

Grooper is an AI-powered intelligent document processing (IDP) platform for organizations that cannot accept black-box answers. It classifies documents and extracts data from any source: paper, PDFs, email, faxes, handwriting, and legacy archives. What makes Grooper different is control. Roughly 57 extraction methods span rule-based and AI families, chosen per field, so AI is a choice, never a dependency. ReadScope lets you set exactly what the AI reads for every field; the model can't misread what it was never shown. Every extracted value keeps its receipt: where it came from, how it was extracted, what the AI saw, and who checked it. One system covers scanning, OCR (6 engines), classification, extraction, human review, redaction, and delivery. Deploy on your hardware (including AI on your own GPUs), in your cloud tenant, or hosted by BIS, the self-funded Oklahoma City company that has built document technology since 1986.

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 Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not 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

Operations, IT, and compliance leaders at enterprises, government agencies, credit unions, and healthcare organizations who process high-stakes documents and need data they can verify.

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

Subscription pricing based on volume.
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

BIS
Founded: 1986
United States
grooper.com

Company Information

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

Alternatives

PSIcapture

PSIcapture

Tungsten Automation

Alternatives

CapturePoint

CapturePoint

Ademero

Categories

Categories

Data Extraction Features

Disparate Data Collection Supported
Document Extraction Supported
Email Address Extraction Supported
Image Extraction Supported
IP Address Extraction Supported
Phone Number Extraction Supported
Pricing Extraction Supported
Web Data Extraction Supported

Electronic Data Capture Features

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

OCR Features

Batch Processing Supported
Convert to PDF Supported
ID Scanning Supported
Image Pre-processing Supported
Indexing Supported
Metadata Extraction Supported
Multi-Language Supported
Multiple Output Formats Supported
Text Editor Supported
Zone Selection Tool Supported

Artificial Intelligence Features

Chatbot Supported
For eCommerce Not Supported
For Healthcare Supported
For Sales Not Supported
Image Recognition Supported
Machine Learning Supported
Multi-Language Supported
Natural Language Processing Supported
Predictive Analytics Not Supported
Process/Workflow Automation Supported
Rules-Based Automation Supported
Virtual Personal Assistant (VPA) Not Supported

Machine Learning Features

Deep Learning Not Supported
ML Algorithm Library Supported
Model Training Supported
Natural Language Processing (NLP) Supported
Predictive Modeling Not Supported
Statistical / Mathematical Tools Supported
Templates Supported
Visualization Supported

Natural Language Processing Features

Co-Reference Resolution Not Supported
In-Database Text Analytics Supported
Named Entity Recognition Supported
Natural Language Generation (NLG) Not Supported
Open Source Integrations Not Supported
Parsing Supported
Part-of-Speech Tagging Not Supported
Sentence Segmentation Supported
Stemming/Lemmatization Supported
Tokenization Supported

Text Mining Features

Boolean Queries Not Supported
Document Filtering Supported
Graphical Data Presentation Not Supported
Language Detection Supported
Predictive Modeling Not Supported
Sentiment Analysis Supported
Summarization Supported
Tagging Supported
Taxonomy Classification Supported
Text Analysis Supported
Topic Clustering 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

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

AgVantage Edge Not Supported
Amazon Web Services (AWS) Supported
BlueIrisIQ Not Supported
Box Supported
CMIS Supported
IBM FileNet Content Manager Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Excel Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft Word Supported
NetSuite Not Supported
Nuxeo Supported
OpenText ECM Supported
PDI Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported
Tyler Data & Insights Not Supported

Integrations

AgVantage Edge Supported
Amazon Web Services (AWS) Not Supported
BlueIrisIQ Supported
Box Not Supported
CMIS Not Supported
IBM FileNet Content Manager Not Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Excel Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
NetSuite Supported
Nuxeo Not Supported
OpenText ECM Not Supported
PDI Supported
QuickBooks Online Supported
Salesforce Supported
Tyler Data & Insights Supported
Claim Grooper and update features and information
Claim Grooper and update features and information
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Claim Square 9 and update features and information