ProcessMaker vs. Square 9 Comparison


ProcessMaker	Square 9 4.8 out of 5 stars
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ProcessMaker	Square 9
		Related Products 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. 4.7 out of 5 stars 1,119 Ratings Visit Website for Process Street 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. Jotform App Builder for ChatGPT and Claude is an AI-powered no-code application builder that enables users to create, customize, publish, and manage applications through natural language conversations. The platform integrates Jotform Apps with ChatGPT and Claude, allowing users to turn ideas discussed with an AI assistant into functional applications without traditional programming. 4.6 out of 5 stars 9,009 Ratings Visit Website for Jotform 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. 4.9 out of 5 stars 378 Ratings Visit Website for Titan Pipefy 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. 4.6 out of 5 stars 594 Ratings Visit Website for Pipefy SmartDraw SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. Key features: - Large collection of symbols and templates - Ability to create custom shapes - Import PDFs, images, Google Maps, Visio files, Visio stencils - Draw to any scale - Enrich drawings with data - Generate manifest and bills of materials - Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more - Use natural language text prompts to generate diagrams with AI - Save files directly to OneDrive, SharePoint, or Google Drive, or other preferred provider - Integrations with the Microsoft and Google enterprise stack plus Confluence and Jira 4.4 out of 5 stars 570 Ratings Visit Website for SmartDraw Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 4.3 out of 5 stars 7,637 Ratings Visit Website for Wrike Mitti (by SafetyCulture) Mitti (by SafetyCulture) is the operations system for every site, shift and standard. Trusted by over 80,000 organisations, Mitti brings your people, training records and workflows into one operating picture. From the frontline to the boardroom, it gives everyone a clear understanding of who's trained and ready for the shift ahead, highlights what needs attention and recommends what to do next. Every course completed, skill verified and action taken becomes intelligence your teams can use to improve every day. 4.6 out of 5 stars 872 Ratings Visit Website for Mitti (by SafetyCulture) ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 4.6 out of 5 stars 19,572 Ratings Visit Website for ClickUp 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. 4.6 out of 5 stars 66 Ratings Visit Website for Interfacing Integrated Management System (IMS) 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. 4.6 out of 5 stars 19 Ratings Visit Website for UnForm
ProcessMaker: About ProcessMaker is an open source business process management (BPM) and workflow management software solution. Featuring an intuitive and user-friendly drag-and-drop interface, ProcessMaker allows users to improve efficiency as they build, run, report, and optimize their business processes. For a highly efficient, production-ready, and multi-language compatible BPM platform, turn to ProcessMaker. Core features include Rest API, responsive form designer, basic dashboards, output document builder, user portals and cases inbox, user management, among others.	Square 9: 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.
ProcessMaker: Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Square 9: Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Supported
ProcessMaker: Audience ProcessMaker BPM Software supports a variety of verticals including education (higher education and K-12), insurance, finance, healthcare, banking, manufacturing, government, telecommunications, and more.	Square 9: Audience Organizations that need powerful ECM and document automation software
ProcessMaker: Support Phone Support Supported 24/7 Live Support Supported Online Supported	Square 9: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
ProcessMaker: API Offers API Supported	Square 9: API Offers API Supported
ProcessMaker: Screenshots and Videos View more images or videos	Square 9: Screenshots and Videos View more images or videos
ProcessMaker: Pricing $1,500 per month Free Version Supported Free Trial Supported	Square 9: 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
ProcessMaker: 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	Square 9: 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
	Square 9: 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.
ProcessMaker: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Square 9: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
ProcessMaker: Company Information ProcessMaker Founded: 2000 United States www.processmaker.com	Square 9: Company Information Square 9 Founded: 2001 United States www.square-9.com
ProcessMaker: Alternatives Process Street 4.7 out of 5 stars	Square 9: Alternatives onPhase
ProcessMaker: BP Logix Process Director BP Logix	Square 9: Rossum
ProcessMaker: Joget DX Joget, Inc.	Square 9: Automation Anywhere 4.3 out of 5 stars
ProcessMaker: Automation Anywhere 4.3 out of 5 stars	Square 9: KnowledgeLake
ProcessMaker: Lucidchart Lucid Software 4.5 out of 5 stars View All	Square 9: Jotform 4.6 out of 5 stars View All
ProcessMaker: Categories Business Process Management Supported Forms Automation Supported Hyperautomation Supported Process Documentation Supported Process Mapping Supported Workflow Management Supported	Square 9: 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
ProcessMaker: Business Process Management Features Access Controls / Permissions Not Supported Alerts / Notifications Not Supported Business Process Automation Not Supported Business Rules Management Supported Collaboration Not Supported Process Change Tracking Supported Process Mapping Not Supported Process Modeling & Design Supported Visual Workflow Management Not Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Not Supported Document Indexing Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Not 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	Square 9: 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 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 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
ProcessMaker: Integrations Salesforce Supported AgVantage Edge Not Supported Agvance Accounting Not Supported BlueIrisIQ Not Supported Data443 Global Privacy Manager Supported Deluxe Payment Exchange (DPX) Not Supported Docusign Not Supported Formstack Supported Gmail Supported Kinective Bridge Supported Microsoft Dynamics 365 Not Supported Microsoft Dynamics 365 Business Central Not Supported Microsoft Outlook Supported NetSuite Not Supported OneSuite Not Supported PDI Not Supported QuickBooks Online Not Supported SAP Business One Supported Sage 100 Not Supported Tyler Data & Insights Not Supported Show More Integrations View All 7 Integrations	Square 9: Integrations Salesforce Supported AgVantage Edge Supported Agvance Accounting Supported BlueIrisIQ Supported Data443 Global Privacy Manager Not Supported Deluxe Payment Exchange (DPX) Supported Docusign Supported Formstack Not Supported Gmail Not Supported Kinective Bridge Not Supported Microsoft Dynamics 365 Supported Microsoft Dynamics 365 Business Central Supported Microsoft Outlook Not Supported NetSuite Supported OneSuite Supported PDI Supported QuickBooks Online Supported SAP Business One Not Supported Sage 100 Supported Tyler Data & Insights Supported Show More Integrations View All 14 Integrations
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