Square 9 vs. ThinkAutomation Comparison


Square 9	ThinkAutomation Parker Software	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products 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. 8,651 Ratings Visit Website 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. 19 Ratings Visit Website SurveyJS 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. 64 Ratings Visit Website 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. 66 Ratings Visit Website 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. 376 Ratings Visit Website LinkSquares LinkSquares is the leading Contract Lifecycle Management (CLM) software designed to help legal, procurement, and business operations teams master the entire contract lifecycle, from creation to execution and renewal. The platform transforms how companies manage agreements by centralizing data, automating routine work, and providing actionable insights powered by AI. This single, connected source of truth helps teams eliminate manual processes, streamline workflows, boost visibility, and ensure compliance across thousands of contracts, ultimately reducing risk and administrative burden. Organizations choose LinkSquares to empower legal, sales, finance, and procurement teams to collaborate seamlessly, make faster and more informed decisions, and optimize deal outcomes. With LinkSquares, organizations benefit from accelerated contracting cycles, enhanced compliance controls, and the freedom for teams to focus on high-value strategy instead of paperwork. 724 Ratings Visit Website Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,776 Ratings Visit Website FormAssembly FormAssembly is an enterprise data collection and automation platform that enables organizations to capture clean, compliant data from the start. With the latest edition of the platform, FormAssembly Atlas, and its built-in AI assistant, Fai, forms and workflows build themselves, connect to Salesforce and other systems in just a few clicks, and ensure every record is structured, secure, and ready for automation or AI. In short, FormAssembly is designed to eliminate the manual work of form building and data cleanup. Collect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack. Ready to give FormAssembly a try? 525 Ratings Visit Website ARGOS Identity ARGOS is an AI-powered identity verification and workflow automation platform that helps businesses securely verify individuals and organizations worldwide. Our mission is to create a safer digital ecosystem by enabling companies to identify anyone, anywhere, at any time. ARGOS ID Check provides fast, seamless remote identity verification for fintech, gaming, virtual assets, e-commerce, telecommunications, and other regulated or high-risk industries. Supporting identity documents from more than 200 countries, it combines document verification, facial recognition, selfie verification, liveness detection, AML screening, age verification, and fraud prevention in one platform. Its modular design allows businesses to customize each verification workflow based on their risk, compliance, and customer experience requirements. ARGOS helps detect forged documents, deepfakes, duplicate accounts, bots, VPNs, and other suspicious activity while reducing friction during onboarding. ARGOS Omni extends these capabilities to KYB and general workflow automation. It helps businesses streamline document collection and data extraction, business registry searches, ownership and UBO identification, AML screening, and case review. Customizable workflows, decision rules, and detailed audit trails reduce manual work and create a more consistent, scalable compliance process. Together, ARGOS ID Check and Omni help organizations onboard customers and businesses faster, reduce operational costs, prevent fraud, and manage compliance more effectively. 8 Ratings Visit Website 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. 593 Ratings Visit Website
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 Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Organizations that need powerful ECM and document automation software	Audience Companies of all sizes
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported
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 Not Supported Free Trial Supported	Pricing $2,700/year Standard - $2,700 Profesional - $4,600 Enterprise - Request 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 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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Square 9 Founded: 2001 United States www.square-9.com	Company Information Parker Software Founded: 2003 United Kingdom www.thinkautomation.com
Alternatives onPhase	Alternatives Nividous Nividous Software Solutions
Rossum	UiPath
Automation Anywhere	Nintex Process Platform Nintex
KnowledgeLake	Parseur Parseur Pte. Ltd.
CapturePoint Ademero View All	onPhase View All
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	Categories Business Process Automation Supported Business Process Management Supported Data Entry Supported Data Extraction Supported Email Extractors Supported Email Parser Supported Forms Automation Supported OCR Supported Professional Services Automation Supported Reporting Supported Robotic Process Automation (RPA) Supported Text Mining Supported Workflow Management 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 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	Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Not Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Not Supported Visual Workflow Management Supported Data Extraction Features Disparate Data Collection Supported Document Extraction Supported Email Address Extraction Supported Image Extraction Supported IP Address Extraction Supported Phone Number Extraction Supported Pricing Extraction Supported Web Data Extraction Supported Forms Automation Features Approval Process Control Not Supported Archiving & Retention Not Supported Collaboration Not Supported Document Indexing Not Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Not Supported Rules-Based Workflow Supported Text Editing Not Supported Version Control Not Supported OCR Features Batch Processing Supported Convert to PDF Supported ID Scanning Not Supported Image Pre-processing Supported Indexing Supported Metadata Extraction Supported Multi-Language Supported Multiple Output Formats Supported Text Editor Not Supported Zone Selection Tool Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Not Supported Configurable Workflow Supported Customizable Dashboard Not Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Not Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Data Entry Features Abbreviation Detection Not Supported Data Capture and Transfer Supported Data Cleansing Supported Data Entry Verification Supported Data Search Flexibility Supported Duplicate Detection Supported Flexible Search Supported Image Entry Supported Library Conversion Supported Mis-Keyed Variation Detection Not Supported Phonetic Variation Detection Supported Professional Services Automation Features Billing & Invoicing Supported Client Portal Not Supported Collaboration Tools Not Supported CRM Supported Document Management Supported Portfolio Management Supported Project Management Supported Proposal Generation Supported Quote Management Supported Resource Management Supported Time & Expense Tracking Supported Reporting Features Customizable Dashboard Not Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Not Supported Code-free Development Supported Image Recognition Supported Optical Character Recognition Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported Text Mining Features Boolean Queries Supported Document Filtering Supported Graphical Data Presentation Supported Language Detection Supported Predictive Modeling Not Supported Sentiment Analysis Supported Summarization Not Supported Tagging Supported Taxonomy Classification Not Supported Text Analysis Supported Topic Clustering Not Supported
Integrations Microsoft Dynamics 365 Supported Salesforce Supported Agvance Accounting Supported Azure Marketplace Not Supported BlueIrisIQ Supported Docusign Supported Microsoft Azure Not Supported MongoDB Not Supported MySQL Not Supported NetSuite Supported PDI Supported QuickBooks Online Supported SQL Server Not Supported Sage 100 Supported SendGrid Not Supported Sugar Connect Not Supported Sugar Market Not Supported Twilio Not Supported Tyler Data & Insights Supported Show More Integrations View All 13 Integrations	Integrations Microsoft Dynamics 365 Supported Salesforce Supported Agvance Accounting Not Supported Azure Marketplace Supported BlueIrisIQ Not Supported Docusign Not Supported Microsoft Azure Supported MongoDB Supported MySQL Supported NetSuite Not Supported PDI Not Supported QuickBooks Online Not Supported SQL Server Supported Sage 100 Not Supported SendGrid Supported Sugar Connect Supported Sugar Market Supported Twilio Supported Tyler Data & Insights Not Supported Show More Integrations View All 18 Integrations
Claim Square 9 and update features and information Claim Square 9 and update features and information	Claim ThinkAutomation and update features and information Claim ThinkAutomation and update features and information