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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.

About

Square’s free credit card reader works with the free Square Point of Sale app to let everyone accept payments on their smartphone or tablet. Sign up for Square and we’ll drop your free card reader in the mail—no commitments or long-term contracts. Pay 2.6% + 10¢ per swipe for Visa, Mastercard, Discover, and American Express. Get your money as fast as the next business day. With two versions of Square Reader for magstripe—one for a headset jack, the other a Lightning connector—you’re covered. Just pick the credit card reader that works for you. Take payments at the counter or on the go, remotely through invoices, or by manually entering card numbers. Square Point of Sale is a free, easy-to-use app that gives you everything you need to manage your business. Credit card information is encrypted at the moment of swipe. Square doesn’t store card data on your device after a payment has been processed.

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

Organizations that need powerful ECM and document automation software

Audience

Businesses searching for a solution to improve their services by processing card payment

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

$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

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 4.5 / 5
ease 4.8 / 5
features 4.8 / 5
design 5.0 / 5
support 4.3 / 5

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.

Pros & Cons from Real Users

Pros

  • I like that the input of new products is simple, direct and without much hitch. Additionally the payment processing screen is pretty simple.
  • When I signed up for Square, they sent via mail a complimentary square device to plug into my iPhone to take payments on the go. You can also take payments on line. I have linked up Apptoto (to schedule consultations online) with square and my clients are able to schedule and confirm their own appointments and make a payment using square. It's very simple and easy to use.
  • I used to use square to do all of my purchases for Lularoe, when that was a fleeting thing. Worked really well and was easy for the customers to use at flea markets.
  • Adore the ability to take credit cards at events when I sell my books. Easy to use and set up and keep track of my inventory.
  • We used a number of payment platforms before switching to Square. It's been great for our school to have something with a number of ways to collect payments. We take parent credit cards for athletics or spirit wear in the front office using the terminal, and can take payments for student fees, field trips, and extracurriculars in our online store.

Cons

  • It’s pretty inconvenient that with each new update, if not done right away, the older version will crash. Additionally - with the newest versions/updates you have to get a newer model of iPad, which you wouldn’t know until you have to call customer service and they inform you of such.
  • Ha! Wished they gave more complimentary square devices to plug to additional iPhone. Honestly, there are no cons for this product.
  • Needs stable wifi but that is understandable. You can't process payments via card without it anywhere.
  • None really. A really good product that I've used for years now with no problems.
  • Our website used to be powered through Squarespace, and we had to use a third-party software called JotForm in order to connect the two platforms. One of the things we wanted to do was collect donations, and we couldn't embed a Square item directly.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Block
Founded: 2009
United States
squareup.com/us/en/hardware/reader

Alternatives

Alternatives

Toast POS

Toast POS

Toast, Inc.
Bidstation

Bidstation

AuctionZoom

Categories

Categories

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

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

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

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Integrations

AgVantage Edge
Agvance Accounting
Appointedd
Bookkeeper360
Codat
Hurdlr
Legion
Menufy
Microsoft Dynamics 365
NetSuite
PDI
Rentrax
Salesforce
Spoonfed
ThunderTix
Tix
Tyler Data & Insights
Welcome by SalesVu
eMenuCHOICE
ggLeap

Integrations

AgVantage Edge
Agvance Accounting
Appointedd
Bookkeeper360
Codat
Hurdlr
Legion
Menufy
Microsoft Dynamics 365
NetSuite
PDI
Rentrax
Salesforce
Spoonfed
ThunderTix
Tix
Tyler Data & Insights
Welcome by SalesVu
eMenuCHOICE
ggLeap
Claim Square 9 and update features and information
Claim Square 9 and update features and information
Claim Square Card Reader and update features and information
Claim Square Card Reader and update features and information