Process Street vs. Square 9 Comparison


Process Street	Square 9	+	+
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About 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.		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 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 Medium to Large Businessses in Regulated Industries		Audience Organizations that need powerful ECM and document automation software
Support Phone Support Not 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 View more images or videos		Screenshots and Videos View more images or videos
Pricing $1500/month All plans start with a free 14-day trial of Pro features. 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 4.8 / 5 ease 4.8 / 5 features 4.8 / 5 design 4.5 / 5 support 5.0 / 5 Read all reviews		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 from Real Users Pros Process Street shines at creating layered workflows with hierarchical task assignments. We've built customer intake forms that trigger internal workflows and branch into user tasks - nothing falls through the cracks. Perfect for documenting infrequent processes so you never ask "how did we do this last time?" Our AI testimonial wizard collects client feedback and auto-generates polished testimonials. Intuitive interface made implementation easy for both internal and personal use. - Extremely stable, forward-thinking, and innovative platform. - Brings consistency, repeatability, and accountability to processes. - Helps teams streamline day-to-day operations while keeping visibility into who’s doing what. - Excellent for risk mitigation and reducing chaos across departments. - Flexible enough to work across industries. I’ve used it successfully in property management, real estate, HR, cleaning companies, architecture firms, accounting, internet providers, technology companies, and construction. - Depth of functionality is unmatched: native Forms, Pages (for docs/how-tos), advanced conditional logic (AND/OR), code tasks, AI tasks, and more! - Native integrations with Google Workspace, DocuSign, Slack, etc. For anything not built-in, Zapier, Power Automate, and Make connect easily to outside tools, extending functionality even further. Process Street has many useful features to streamline workflow management across teams. The ease of building workflows is a huge plus (it's all drag and drop), but then the addition of AI tasks and Code Tasks for more complex requirements has been a game changer. Also the fact it has an open API is amazing, and makes integrating between other tools easy, especially with the native integrations they already have built out. Another aspect I love about Process Street is the ability to have guest users - this makes it super convenient when needing to bring someone external in to a process, while maintaining high visibility into the work getting done, and tracking everything together in one spot. Love how it keeps me compliant and offering the best service possible to my clients by ensuring I never miss a step. The integrations and automations mean that when there's data to track I can send it externally and it happens like magic! (Except I know how it's done...) Easy to set up a simple workflow and develop it as you get more confident with the various functionalities. Just brilliant!		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 Process Street Founded: 2013 United States www.process.st/		Company Information Square 9 Founded: 2001 United States www.square-9.com
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Categories AI Automation Supported AI Project Management Supported AI Tools Supported Business Process Management Supported Checklist Supported Compliance Supported Customer Onboarding Supported Document Management Supported Forms Automation Supported Integration Supported Legal Document Management Supported Onboarding Supported Process Mapping Supported Quality Management Supported Remote Work Supported Requirements Management Supported Software Documentation Supported Standard Operating Procedure (SOP) Supported Task Automation Supported Workflow Management Supported		Categories Accounts Payable Supported AI Automation Supported AP Automation Supported AR Automation Supported Business Continuity Supported Business Process Automation Supported Business Process Management Supported Contract Management Supported Data Collection Supported Data Extraction Supported Document Management Supported Document Scanner Supported Electronic Data Capture Supported Enterprise Content Management (ECM) Supported Forms Automation Supported Intelligent Document Processing Supported OCR Supported Online Form Builders Supported Workflow Automation Supported Workflow Management 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 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 Supported Version Control 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 Supported Version Control Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Supported Audit Management Supported Compliance Tracking Supported Controls Testing Supported Environmental Compliance Supported FDA Compliance Supported HIPAA Compliance Supported Incident Management Supported ISO Compliance Supported OSHA Compliance Supported Risk Management Supported Sarbanes-Oxley Compliance Supported Surveys & Feedback Supported Version Control Supported Workflow / Process Automation Supported Integration Features Dashboard Supported ETL - Extract / Transform / Load Supported Metadata Management Supported Multiple Data Sources Supported Web Services Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported Onboarding Features Course Management Supported Document Management Supported E-Verify / I-9 Forms Supported Electronic Forms Supported Electronic Signature Supported Employee Handbook Supported Employee Portal Supported File Management Supported Job Description Management Supported Orientation Management Supported Self Service Portal Supported Task Management Supported Tax Forms Supported Training Management Supported Quality Management Features Audit Management Supported Complaint Management Supported Compliance Management Not Supported Corrective and Preventive Actions (CAPA) Supported Defect Tracking Not Supported Document Control Supported Equipment Management Supported ISO Standards Management Supported Maintenance Management Supported Risk Management Supported Supplier Quality Control Supported Training Management Supported Remote Work Features Collaboration Supported Credential Management Supported Electronic Signature Supported Employee Monitoring Supported Live Chat Not Supported Meeting Management Not Supported Project Management Supported Remote Access Supported Remote Support Supported Screen Sharing Not Supported Softphone Not Supported Task Management Supported Time Zone Tracking Not Supported Video Chat Not Supported Web Conferencing Not Supported Requirements Management Features Automated Functional Sizing Not Supported Automated Requirements QA Not Supported Automated Test Generation Not Supported Automated Use Case Modeling Not Supported Change Management Supported Collaboration Supported History Tracking Supported Prioritization Not Supported Reporting Supported Status Reporting Supported Status Tracking Supported Summary Reports Supported Task Management Supported To-Do List Supported Traceability Supported User Defined Attributes Supported Software Documentation Features Access Roles / User Permissions Supported Automatic Documentation Generation Not Supported Collaboration Tools Supported Docs Web Hosting Not Supported Feedback Capture Not Supported Markdown Support Not Supported Multiple Formats Support Not Supported Multiple Versions Support Not Supported reStructured Text Support Not Supported Version Control Supported Webhooks Supported WYSIWIG Editor 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 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 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 Show More Features 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 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 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
Integrations Docusign Supported Salesforce Supported Cognito Forms Supported Docusign CLM Supported FileCloud Supported Formstack Supported Google Drive Supported Jira Supported KonnectzIT Supported Make Supported Microsoft Dynamics 365 Not Supported Microsoft Excel Supported Microsoft OneDrive Supported Microsoft SharePoint Supported Microsoft Teams Supported Notion Supported Stackreaction Supported Time Doctor Supported Trello Supported Workday HCM Supported Show More Integrations View All 63 Integrations		Integrations Docusign Supported Salesforce Supported Cognito Forms Not Supported Docusign CLM Not Supported FileCloud Not Supported Formstack Not Supported Google Drive Not Supported Jira Not Supported KonnectzIT Not Supported Make Not Supported Microsoft Dynamics 365 Supported Microsoft Excel Not Supported Microsoft OneDrive Not Supported Microsoft SharePoint Not Supported Microsoft Teams Not Supported Notion Not Supported Stackreaction Not Supported Time Doctor Not Supported Trello Not Supported Workday HCM Not Supported Show More Integrations View All 14 Integrations
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