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About

Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.

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

IT leaders who need to eliminate Shadow IT and modernize legacy systems by orchestrating AI agents in a singular secure platform.

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

Screenshots and Videos

Pricing

$20 (per-user billing)
✓ Unlimited processes / Plug-n-play templates

✓ Request tracker

✓ Visual customization

✓ Unlimited users (per-user billing)

✓ Automations and Pipefy’s API

✓ Role-based access

✓ Data recovery
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 4.7 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.7 / 5
design 4.4 / 5
support 4.8 / 5

Pros from Real Users

Pros

  • Pipefy is an incredible online project management tool that allows users to streamline their workflow processes. It offers users a wide range of features and tools to organize, assign, and track their tasks. The drag-and-drop interface makes it very easy to use and it has a great user-friendly design. The tool offers users a variety of templates for different types of projects, allowing them to easily create and customize their own process. It also comes with a powerful search engine, which helps users quickly find the relevant information they need.
  • Pipefy has multiple usages, it supports recruiting member, boost teamwork, marketing and manage customer support. We are using its team collaboration to manage our marketing strategy with effective power. It's very easy in the platform usability.
  • Pipefy has great potential to make workspace unified for tasks. It helps to stay on top of the tasks using its custom workflows. I liked being able to integrate with Salesforce to boost its efficiency. The interface is also streamlined.
  • Pipefy turns to be a game-changer in my workspace to work collaborated for our marketing and help desk solutions. - The template for the sales pipeline is pretty robust, no code is required to deploy. - Combined dashboard for different business activities.
  • Pipefy is an amazing workflow manager. We are using Pipefy to automate our workflow. It's very easy to build automated project cards. The UX is pretty appealing and smooth in navigation.
  • We can perform many business activities including HR, marketing and customer service from one software. It improves the workflow and automates most of the processes.
  • You can easily adapt this solution into your small and mid business. It's dashboard provides a great resource to manage and visualize the process of workflow. It helps to boost collaboration to effective results.
  • Intuitive user interface. It's works smooth and flawless. Super modern workflow management. Easily Integrates with other business solutions. Easy connection to collaborate.
  • It is easy to set up and has a wide number of features including setting up daily tasks, and managing things like customer care, human resource, finance and such.
  • Pipefy is very effective workflow management software. It offers great compatibility with most of the leading third party applications. The user interface is clean and clutter-free. Pipefy offers a great capability of collaboration and very effective business process management.

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

Pipefy
Founded: 2014
United States
www.pipefy.com

Company Information

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

Alternatives

Alternatives

Categories

Pipefy is the AI-enhanced business process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPA software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Tap into your greatest business asset with Pipefy, the AI-enhanced process management platform to seamlessly connect what matters most to HR: people, systems, and strategy. From consolidating incoming requests to reducing response times, Pipefy orchestrates all your HR workflows in a single place with no required coding knowledge or third-party specialized services firms. Build customized employee portals to centralize important information, standardized HR forms to expedite HR request processing, and automated email templates to provide real-time service updates. Key features include a built-in security suite to manage and safeguard sensitive data and a flexible no-code framework for faster deployment and lower implementation costs.

Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving visibility and control over workflows and tech stacks across the org. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or service portal. Accelerate adoption, manage changes with full visibility, and respond to changing business needs — on time and under budget. With Pipefy, IT teams can keep track of every workflow step and tech stack element, reducing risks due to lack of governance and shadow IT. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.

Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving their visibility and control over every process and workflow in the org. Deliver more projects and close tickets on time and under budget. Pipefy helps IT teams maintain security and compliance standards with features like audit logs, business rules, and role-based access control (RBAC). Automated alerts prevent delays and ensure timely escalation, and adaptable asset management and tracking workflows. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or self-service portal. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.

Transform your procurement department from a purchase management center to a strategic business partner. Build a structured, standardized, automated, and error-proof procurement operation to fast-track PO cycle time and improve end-to-end stakeholder coordination. Integrate your procurement software or other legacy tools to scale your operation, and ensure transparency and accountability at each step. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile decisions reliably, and create workflows rooted in best practices and tailored to your team’s unique needs.

Build a structured, standardized, automated, and error-proof purchase process to fast-track purchase cycle time and improve end-to-end stakeholder coordination. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile purchase decisions reliably. Assess supplier performance, and create workflows rooted in best practices, tailored to your team’s unique needs. Integrate your accounting software or other legacy tools to scale.

Pipefy is the AI-enhanced workflow automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Categories

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

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Human Resources Features

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Procure to Pay Features

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Purchasing Features

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier 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

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

Electronic Data Capture Features

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

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

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
NetSuite
Salesforce
ABBYY Vantage
ADP Comprehensive Services
Deluxe Payment Exchange (DPX)
Google Drive
Google Workspace
HubSpot CRM
Jira Service Management
Latenode
Mailchimp
Microsoft Dynamics 365
QuickBooks Accountants
ReturnPro
Shopify
Slack
Stripe
WordPress
Workday Adaptive Planning

Integrations

Docusign
NetSuite
Salesforce
ABBYY Vantage
ADP Comprehensive Services
Deluxe Payment Exchange (DPX)
Google Drive
Google Workspace
HubSpot CRM
Jira Service Management
Latenode
Mailchimp
Microsoft Dynamics 365
QuickBooks Accountants
ReturnPro
Shopify
Slack
Stripe
WordPress
Workday Adaptive Planning
Claim Square 9 and update features and information
Claim Square 9 and update features and information