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Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage.
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.
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ThinkAutomation
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.
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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.
We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal.
More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
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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.
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PMG Platform
PMG is a low-code software platform that allows users to configure automation solutions and business applications to drive digital transformation initiatives. From streamlining business processes through automation, to integrating existing systems and filling in point solution functionality gaps, to delivering a collaborative workspace and unified user experience – PMG’s low-code platform does it all without coding. Business users as well as IT resources are empowered to configure, deploy, and maintain solutions that meet their company’s specific needs.
The PMG platform includes the following features:
• Application Portal
• Dashboards
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• Integrations
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HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant.
This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place.
With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
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monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.
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Miro
Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools.
Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.
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RunMyJobs by Redwood
RunMyJobs by Redwood is the #1 SaaS enterprise workload automation platform built for ERP that automates end-to-end processes in complex environments, on-prem or in the cloud. With a guaranteed 99.95% uptime and 24/7 support, you can run processes reliably and eliminate hosting costs.
Companies can maintain a clean core and ensures no process disruptions during multiphase RISE migrations with seamless integration with SAP S/4HANA, BTP applications, legacy ECC and 1,000 pre-built SAP templates and connectors.
Enjoy unparalleled freedom to connect to unlimited servers, applications, and environments, from modern SaaS solutions to legacy systems. Build automations faster with a low-code, drag-and-drop visual editor and an extensive library of templates and wizards.
Monitor every process from a single pane of glass with real-time visibility. Receive early warnings and configure alerts of potential issues to address them before they impact operations.
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DocuPhase
DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below.
AP Automation and Vendor Payments Solutions:
Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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