Intely vs. Square 9 Comparison


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		Related Products Jotform Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. 8,643 Ratings Visit Website Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 376 Ratings Visit Website SurveyJS SurveyJS is an embeddable, self-hosted, white-label form builder for teams building custom forms, surveys, questionnaires, and other data collection tools inside web applications. It runs entirely on the client and is fully compatible with all modern JavaScript frameworks, including React, Angular, and Vue. SurveyJS integrates with any backend, giving you full control over data, security, user access, deployment, and business logic. Instead of hardcoding forms, you can empower non-technical users to generate and edit JSON schema-based form configurations through a drag-and-drop form builder. Create dynamic forms with custom conditional logic, validation, multilingual support, PDF export, and analytics. Ideal for SaaS, enterprise software, HR, healthcare, fintech, and other regulated industries, SurveyJS helps teams reduce engineering effort, standardize data collection, maintain full control over data, and deliver unlimited forms that match their brand and feel native to users. 63 Ratings Visit Website UnForm UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. 19 Ratings Visit Website MindCloud MindCloud is an enterprise-ready integration platform that connects your tools and automates the workflows between them. Build reliable integrations across CRM, ERP, ecommerce, accounting, marketing, operations, and thousands of other applications—without the traditional engineering overhead. MindCloud gives teams the flexibility to automate simple tasks or orchestrate complex, production-critical business processes. Synchronize data in real time, transform information between systems, eliminate manual entry, and keep operations moving as your business scales. For teams that want expert guidance, MindCloud also provides a dedicated delivery team that can scope, build, launch, and support production workflows. Our solutions engineers turn real business requirements into dependable integrations without requiring customers to dedicate internal engineering resources. MindCloud supports thousands of applications, including Salesforce, HubSpot, NetSuite, QuickBooks, BigCommerce, Shopify, monday.com, ServiceTitan, Acumatica, Amazon, eBay, Airtable, Google Sheets, and many more. Connect to anything. Automate everything. 83 Ratings Visit Website Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. 1,119 Ratings Visit Website SurveySparrow Transform organizations into brands by refining experiences with SurveySparrow. The experience management platform helps create not only engaging surveys but assists in closing the feedback loop efficiently. Supporting 70+ languages and dedicated NPS and Customer experience modules help better understand customer loyalty. SurveySparrow enables business organizations to collect feedback via a chat-like interface, gain insights, and make data-driven decisions to improve products, services, and customer experience. Set up automation and manage feedback with the in-built Ticket management tool. Monitor and manage online reviews efficiently with the Reputation management module. Join the bandwagon of 100k+ customers in 149 countries to deliver delightful customer experiences. 3,065 Ratings Visit Website Resco Inspections+ Resco Inspections+ is an advanced mobile forms solution crafted for teams that need reliable data collection—especially if current paper processes or mobile tools aren’t meeting your standards for flexibility and versatility. Inspections+ lets you seamlessly convert audits, inspections, surveys, and checklists into digital formats that enhance safety, compliance, and ease of use. With seamless Dynamics 365, Power Platform, Business Central, or Salesforce integration, Inspections+ brings critical CRM/ERP data right to the field. Its offline-first architecture ensures that technicians, auditors, frontline workers, and inspectors can capture and update data even without internet access, whether on remote construction sites, oil rigs, garages, or in densely populated urban areas with inconsistent connectivity. The platform also includes an advanced questionnaire designer with smart questions, business logic, rules, and media capture, allowing full customization without coding skills. 68 Ratings Visit Website FormAssembly 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? 525 Ratings Visit Website Interfacing Integrated Management System (IMS) Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control. 66 Ratings Visit Website
About intely’s simple and straightforward user interface makes it easy for users to navigate. Users can make complex technical requests without having to use technical codes. intely integrates all the data from all the systems you use, so you will have access to the data you need, anytime, anywhere. Using our pre-built templates, new solutions can be efficiently implemented. With intely’s state of the art solutions, you can easily have access to comprehensive and structured healthcare data whenever you need it. With our user-friendly interface, you can easily create your own forms, quizzes, and surveys. Easily connect with other applications and power up your workflows. Connecting with your audience shouldn’t be difficult or cost you a fortune. Match it to your brand and automatically send it to recipients or embed it on directly on your site. Forget the manual work during outreach and data capture.	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 Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Anyone looking for a No-Code solution to scale their applications, integrate their data and automate their workflows	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 No information available. 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 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 Read all reviews
	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 intely.io Founded: 2021 United States www.intely.io	Company Information Square 9 Founded: 2001 United States www.square-9.com
Alternatives Jotform	Alternatives onPhase
Titan	Rossum
SurveyJS	Automation Anywhere
onPhase	KnowledgeLake
Flowbiz Werkflo Software Solutions Pty Limited View All	CapturePoint Ademero View All
Categories Business Process Management Data Entry Electronic Data Capture Forms Automation Healthcare Integration Engines HIPAA Compliance Integration Lead Generation Market Research No-Code Development Registration Survey	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
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 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 Show More Features Data Entry Features Abbreviation Detection Data Capture and Transfer Data Cleansing Data Entry Verification Data Search Flexibility Duplicate Detection Flexible Search Image Entry Library Conversion Mis-Keyed Variation Detection Phonetic Variation Detection HIPAA Compliance Features Access Control / Permissions Audit Management Compliance Reporting Data Security Documentation Management For Healthcare Incident Management Policy Training Remediation Management Risk Management Vendor Management Integration Features Dashboard ETL - Extract / Transform / Load Metadata Management Multiple Data Sources Web Services Lead Generation Features Contact Discovery Contact Import/Export Lead Capture Lead Database Integration Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Visitor Identification No-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management Registration Features Activity Registration Attendance Management Badge Management Calendar Management Class Registration Contact Management Event Registration Form Builder Group Registration Marketing Management Online Registration Onsite Registration Payment Processing Refund Automation Self Check-In Surveys & Feedback Survey Features Custom Survey URLs Data Analysis Tools Email Marketing Mobile Survey Offline Response Collection Paper Survey Question Branching Question Library Site Intercept Survey Skip Logic Supports Audio / Images / Video	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 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 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 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 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
Integrations Salesforce Agvance Accounting BlueIrisIQ Docusign DrChrono EpicCare EMR Google Calendar Google Sheets Intergy EHR MEDHOST EDIS MEDITECH Expanse Mailchimp Oracle Health Ambulatory EHR PDI QuickBooks Online Sage 100 Stripe Twilio Tyler Data & Insights athenaClinicals Show More Integrations View All 17 Integrations	Integrations Salesforce Agvance Accounting BlueIrisIQ Docusign DrChrono EpicCare EMR Google Calendar Google Sheets Intergy EHR MEDHOST EDIS MEDITECH Expanse Mailchimp Oracle Health Ambulatory EHR PDI QuickBooks Online Sage 100 Stripe Twilio Tyler Data & Insights athenaClinicals Show More Integrations View All 13 Integrations
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