+
+

Related Products

  • Xero
    6,132 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • Epicor Financials
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Apryse PDF SDK
    172 Ratings
    Visit Website
  • Budgyt
    291 Ratings
    Visit Website
  • ARGOS Identity
    8 Ratings
    Visit Website

About

With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not 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

Companies that want to capture data from financial documents and import it into their accounting software

Audience

Organizations that need powerful ECM and document automation software

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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

  • I like how easy it is to amend the details stored within, we can have multiple companies so no need for separate systems. It reads the invoice in most cases therefor takes away data entry.

Cons

  • Sometimes it does not read all documents so the need to review documents is still necessary. However i don't think there is any way around this as you would want to check what is going into the system.

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Hubdoc
Founded: 2011
Canada
www.hubdoc.com

Company Information

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

Alternatives

Alternatives

Receiptor AI

Receiptor AI

Merlino, Inc.
FormX.ai

FormX.ai

Oursky

Categories

Bookkeeping Supported
Data Extraction Supported
Document Scanner Supported
Financial Audit Supported
Receipt Scanner Supported

Categories

Data Extraction Features

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

Bookkeeping Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Supported
Tax Management Not Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Supported
Balance Sheet Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Supported
Profit / Loss Statement 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

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

Integrations

QuickBooks Online Supported
Agvance Accounting Not Supported
BILL Supported
BlueIrisIQ Not Supported
Bookkeeper360 Supported
Box Supported
Deluxe Payment Exchange (DPX) Not Supported
Desktop.com Supported
Docusign Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
NetSuite Not Supported
PDI Not Supported
Sage 100 Not Supported
Salesforce Not Supported
Shift Supported
SmartVault Supported
Timworks Supported
Tyler Data & Insights Not Supported
Xero Supported

Integrations

QuickBooks Online Supported
Agvance Accounting Supported
BILL Not Supported
BlueIrisIQ Supported
Bookkeeper360 Not Supported
Box Not Supported
Deluxe Payment Exchange (DPX) Supported
Desktop.com Not Supported
Docusign Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
NetSuite Supported
PDI Supported
Sage 100 Supported
Salesforce Supported
Shift Not Supported
SmartVault Not Supported
Timworks Not Supported
Tyler Data & Insights Supported
Xero Not Supported
Claim Hubdoc and update features and information
Claim Hubdoc and update features and information
Claim Square 9 and update features and information
Claim Square 9 and update features and information