Square 9 vs. ThinkAutomation Comparison


Square 9	ThinkAutomation Parker Software	+	+
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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 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’.
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 Companies of all sizes
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 View more images or videos	Screenshots and Videos View more images or 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 $2,700/year Standard - $2,700 Profesional - $4,600 Enterprise - Request 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 Read all reviews	Reviews/Ratings Overall 4.6 / 5 ease 4.4 / 5 features 4.6 / 5 design 4.7 / 5 support 4.8 / 5 Read all reviews
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 We are a long time ThinkAutomation customer, having started with email2db, then ThinkAutomation v4 and now the brilliantly executed ThinkAutomation v5. As a long ago software engineer and systems architect, TA5 provides a very easy to implement, expansive REST and JSON focused world of automation enabling any to any systems integrations which are key to any mult-channel e-commerce business. Further, their ability to integrate C# ‘scripts’, and ever expanding downloadable automation libraries, their simple to advanced language constructs and extensibility, means that this BPA engine can be strategically adopted by any business, small to enterprise class, to automate whatever manual processes and forward looking advantageous business extensions you wish. And let me tell you, TA5 is rocket fast! Once you're used to the software, it's simple to use and extremely flexible and drives a lot of the automation of our internal processes. It's easy to use, has many integrations and triggers, low cost, fixed fee and fully customisable. The moto is if you can think it you can Automate it and that has held true. Within our business and for clients we have used ThinkAutomation to eliminate mundane manual effort and give time back to the business to drive greater customer value-add activities. - All round integration and extraction options - Integration with Azure - A helpful support desk and customer success managers - Extensive scripting options ThinkAutomation has been a very useful piece of software that has allowed our IT team to not only automate a lot of our processes but has also helped save both our IT and HR team time. Another pro to mention would be the support team, when we've had previous issues, the team have responded immediately whether through live chat or email. Cons I had concerns with TA4 because of its more limited capabilities, it TA5 changes the game. I think a couple of things it could improve on, are examples to work with, some areas (such as connecting it to an API to extract data) are lacking examples to show "what good looks like" so you spend a lot of time working it out yourself. I'd like the option to choose what email to bring into the find & extract helper, not just "get last". Copying and pasting an email into this works differently to how it reads an actual email. There is no detailed workflow visualisation for your automations. - Still some errors in the newly added features (bugs) - Documentation on Azure could be more elaborate - I am missing tutorials on writing scripts and creating triggers/integrations We have had a few issues with ThinkAutomation, a lot of it we didn't fully understand and other aspects were due to the features in TA4 being Beta so not yet fully integrated into the software. Every so often these little issues still pop up but thanks to the support team we have a lot of it under control and know how to fix the issue going forward.
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 Parker Software Founded: 2003 United Kingdom www.thinkautomation.com
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Categories Accounts Payable AI Automation AP Automation AR Automation Business Continuity Business Process Automation Business Process Management Contract Management Data Collection Data Extraction Document Management Document Scanner Electronic Data Capture Enterprise Content Management (ECM) Forms Automation Intelligent Document Processing OCR Online Form Builders Workflow Automation Workflow Management	Categories Business Process Automation Business Process Management Data Entry Data Extraction Email Extractors Email Parser Forms Automation OCR Professional Services Automation Reporting Robotic Process Automation (RPA) Text Mining Workflow Management
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 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 Show More Features 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 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	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 Data Extraction Features Disparate Data Collection Document Extraction Email Address Extraction Image Extraction IP Address Extraction Phone Number Extraction Pricing Extraction Web Data Extraction 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 OCR Features Batch Processing Convert to PDF ID Scanning Image Pre-processing Indexing Metadata Extraction Multi-Language Multiple Output Formats Text Editor Zone Selection Tool Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration Show More Features Data Entry Features Abbreviation Detection Data Capture and Transfer Data Cleansing Data Entry Verification Data Search Flexibility Duplicate Detection Flexible Search Image Entry Library Conversion Mis-Keyed Variation Detection Phonetic Variation Detection Professional Services Automation Features Billing & Invoicing Client Portal Collaboration Tools CRM Document Management Portfolio Management Project Management Proposal Generation Quote Management Resource Management Time & Expense Tracking Reporting Features Customizable Dashboard Data Source Connectors Drag & Drop Drill Down Email Reports Financial Reports Forecasting Marketing Reports OLAP Report Export Sales Reports Scheduled / Automated Reports Robotic Process Automation (RPA) Features Analytics Attended Automation Code-free Development Image Recognition Optical Character Recognition Process Builder Third Party Application Integration Unattended Automation Text Mining Features Boolean Queries Document Filtering Graphical Data Presentation Language Detection Predictive Modeling Sentiment Analysis Summarization Tagging Taxonomy Classification Text Analysis Topic Clustering
Integrations Microsoft Dynamics 365 Salesforce AgVantage Edge Agvance Accounting Azure Marketplace BlueIrisIQ Microsoft 365 Microsoft Dynamics 365 Business Central Microsoft Teams MongoDB MySQL NetSuite PDI SQL Server Slack Sugar Connect Sugar Sell Twilio Tyler Data & Insights Show More Integrations View All 13 Integrations	Integrations Microsoft Dynamics 365 Salesforce AgVantage Edge Agvance Accounting Azure Marketplace BlueIrisIQ Microsoft 365 Microsoft Dynamics 365 Business Central Microsoft Teams MongoDB MySQL NetSuite PDI SQL Server Slack Sugar Connect Sugar Sell Twilio Tyler Data & Insights Show More Integrations View All 18 Integrations
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