Process Street vs. ShiftX Comparison


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The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing. 381 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. 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Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 6,791 Ratings Visit Website Epsilon3 Epsilon3 is an AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep teams on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate error-prone tasks to boost productivity and prevent delays. 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Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more. 181 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. 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About Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift and 3,000+ others who use Process Street today.	About Get control of your processes to optimize operations, ensure compliance, and increase customer satisfaction. Turn your key assets into reusable components and understand how people, systems, and other actors interact across your organization. Identify time-saving opportunities with duration and probability. Improve efficiency by focusing on the tasks with the greatest impact. Collaboration is key to succeed with process improvement. Involve your teammates and take advantage of the combined employee knowledge. Add comments directly to steps to make sure the conversation stays on topic and everyone understands the surrounding context. Kill assumptions and improve accuracy by inviting your colleagues and assigning them responsibilities.
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 Companies of all sizes from SMB to Fortune 500	Audience Organizations wanting a solution to optimize operations, ensure compliance and increase customer satisfaction
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 $25/month/user Free Version Free Trial	Pricing $10 per user per month 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 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
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Process Street Founded: 2013 United States www.process.st/	Company Information ShiftX shiftx.com
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Categories AI Automation Business Process Management Checklist Customer Onboarding Document Management Forms Automation Integration Legal Document Management Onboarding Process Mapping Quality Management Remote Work Requirements Management Software Documentation Standard Operating Procedure (SOP) Task Automation Workflow Management	Categories AI Tools Business Process Management Collaboration Process Mapping
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 Show More Features 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 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 Integration Features Dashboard ETL - Extract / Transform / Load Metadata Management Multiple Data Sources Web Services Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Onboarding Features Course Management Document Management E-Verify / I-9 Forms Electronic Forms Electronic Signature Employee Handbook Employee Portal File Management Job Description Management Orientation Management Self Service Portal Task Management Tax Forms Training Management Quality Management Features Audit Management Complaint Management Compliance Management Corrective and Preventive Actions (CAPA) Defect Tracking Document Control Equipment Management ISO Standards Management Maintenance Management Risk Management Supplier Quality Control Training Management Remote Work Features Collaboration Credential Management Electronic Signature Employee Monitoring Live Chat Meeting Management Project Management Remote Access Remote Support Screen Sharing Softphone Task Management Time Zone Tracking Video Chat Web Conferencing Requirements Management Features Automated Functional Sizing Automated Requirements QA Automated Test Generation Automated Use Case Modeling Change Management Collaboration History Tracking Prioritization Reporting Status Reporting Status Tracking Summary Reports Task Management To-Do List Traceability User Defined Attributes Software Documentation Features Access Roles / User Permissions Automatic Documentation Generation Collaboration Tools Docs Web Hosting Feedback Capture Markdown Support Multiple Formats Support Multiple Versions Support reStructured Text Support Version Control Webhooks WYSIWIG Editor 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
Integrations Jira Microsoft Teams APIANT Airtable Blotout Capsule Cognito Forms Contractbook Docusign FileCloud Google Drive Google Sheets HoneyBook Jira Align KonnectzIT Microsoft SharePoint Raklet Slack Watershed Wufoo Show More Integrations View All 42 Integrations	Integrations Jira Microsoft Teams APIANT Airtable Blotout Capsule Cognito Forms Contractbook Docusign FileCloud Google Drive Google Sheets HoneyBook Jira Align KonnectzIT Microsoft SharePoint Raklet Slack Watershed Wufoo Show More Integrations View All 10 Integrations
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