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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

SurveyJS is an embeddable, self-hosted, white-label form builder for teams building custom forms, surveys, questionnaires, and other data collection tools inside web applications. It runs entirely on the client and is fully compatible with all modern JavaScript frameworks, including React, Angular, and Vue. SurveyJS integrates with any backend, giving you full control over data, security, user access, deployment, and business logic. Instead of hardcoding forms, you can empower non-technical users to generate and edit JSON schema-based form configurations through a drag-and-drop form builder. Create dynamic forms with custom conditional logic, validation, multilingual support, PDF export, and analytics. Ideal for SaaS, enterprise software, HR, healthcare, fintech, and other regulated industries, SurveyJS helps teams reduce engineering effort, standardize data collection, maintain full control over data, and deliver unlimited forms that match their brand and feel native to users.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations that need powerful ECM and document automation software

Audience

Organizations that need branded forms with complete control over data, logic, and user experience.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

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 Not Supported
Free Trial Supported

Pricing

€499 one-time
We license our software development products on a per-developer basis. Developer licenses are a one-time purchase and include a 90-day unconditional money-back guarantee. Volume discounts of up to 35% are available when purchasing two or more licenses of the same product.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

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 Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

SurveyJS
Founded: 2015
Estonia
surveyjs.io

Alternatives

Alternatives

Categories

Categories

Data Collection Supported
Data Entry Supported
Employee Survey Supported
Forms Automation Supported
Market Research Supported
Survey 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

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

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

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

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

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

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Not Supported
Document Indexing Not Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Not Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Not Supported
Offline Forms Supported
Pre-made Templates Supported
Quizzes / Questionnaires Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Not Supported
Data Entry Verification Supported
Data Search Flexibility Supported
Duplicate Detection Supported
Flexible Search Supported
Image Entry Supported
Library Conversion Not Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Not Supported

Market Research Features

Benchmarking Not Supported
Compensation Management Not Supported
Data Management Supported
Email / Online Not Supported
Face-to-Face Not Supported
Panel Management Not Supported
Paper-Based Not Supported
Phone-Based Not Supported
Sample Management Not Supported
Statistical Analysis Not Supported
Survey Management Supported

Survey Features

Custom Survey URLs Supported
Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Supported
Offline Response Collection Supported
Paper Survey Supported
Question Branching Supported
Question Library Supported
Site Intercept Survey Supported
Skip Logic Supported
Supports Audio / Images / Video Supported

Integrations

Salesforce Supported
AgVantage Edge Supported
Agvance Accounting Supported
Angular Not Supported
BlueIrisIQ Supported
Deluxe Payment Exchange (DPX) Supported
Docusign Supported
JavaScript Not Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
NetSuite Supported
Odoo Not Supported
OneSuite Supported
PDI Supported
QuickBooks Online Supported
React Not Supported
Sage 100 Supported
TypeScript Not Supported
WordPress Not Supported
jQuery Not Supported

Integrations

Salesforce Supported
AgVantage Edge Not Supported
Agvance Accounting Not Supported
Angular Supported
BlueIrisIQ Not Supported
Deluxe Payment Exchange (DPX) Not Supported
Docusign Not Supported
JavaScript Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
NetSuite Not Supported
Odoo Supported
OneSuite Not Supported
PDI Not Supported
QuickBooks Online Not Supported
React Supported
Sage 100 Not Supported
TypeScript Supported
WordPress Supported
jQuery Supported
Claim Square 9 and update features and information
Claim Square 9 and update features and information