+
+

Related Products

  • Jotform
    8,643 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • SurveyJS
    63 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • Titan
    376 Ratings
    Visit Website
  • LinkSquares
    724 Ratings
    Visit Website
  • FormAssembly
    525 Ratings
    Visit Website
  • Sage Intacct
    8,554 Ratings
    Visit Website
  • ARGOS Identity
    8 Ratings
    Visit Website
  • Pipefy
    592 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

Create and share beautiful online forms and surveys with Typeform, a versatile data collection tool for professionals. Typeform helps users build contact forms, quizzes, employee fedback surveys, suggestion box forms, and so much more. With its smooth and gorgeous interface, users can easily customize their forms to capture the information they need, see every change in real-time, and so much more. The solution also offers over 500 integrations and comes with simple analytics to give quick insights.

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

Freelancers, Design Enthusiasts, NGOs, Large Enterprises, Market Research Companies, Bloggers, and others.

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

$25.00/month
Basic - free
Pro - $30/month
Pro - $59/month
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 4.9 / 5
ease 5.0 / 5
features 4.8 / 5
design 5.0 / 5
support 4.5 / 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

  • Typeform is extremely easy to use and get setup. Typeform also provides extremely useful functionality for taking user responses like media, dynamic questions and more.
  • Typeform is an intuitive and appealing survey form constructor tool. It's a no-code survey builder tool, It helped me to easily build only using simple steps. The options to add a business logo and header on the survey makes it more vital for my usage.
  • Typeform is no code survey builder. It requires a simple drag and drops to build and customize the surveys. It gives you the flexibility to design and add custom brand logos and UI. You can also integrate this solution with email marketing.
  • Everyone is familiar with it and it has plenty of integrations.
  • Typeform is a powerful form and survey maker. It is a full fledged survey creation tool which supports multiple logics, functions and calculations and cover a wide niche with different conditions. The features it offers- - Supports file upload - Supports Payment Collection - Offers Customizable Thank You screen. - Supports Logics in forms.

Cons

  • Pricing, very, very expensive to use, it's a much better alternative than Google forms, but can get very pricey for larger teams.
  • Mobile view surveys are not very effective and reliable on browsers.
  • Not really, it does it's survey building job very well.
  • Not super customizable. Everyone who sees the layout knows that it's typeform.
  • It is very credible candidate for creating online survey forms. No Cons.

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

Typeform
Founded: 2012
Spain
www.typeform.com

Alternatives

Alternatives

CapturePoint

CapturePoint

Ademero

Categories

Categories

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

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

Market Research Features

Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management

Survey Features

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

Integrations

APISCRAPY
Agvance Accounting
Anecdote
BI Book
Bubblehouse
CanopyDeploy
Enterpret
Google Docs
Happeo
Happy Grasshopper
Heights
INBOX
Mailjoy
NeverBounce
Pronnel
Singer
Slybroadcast
StackStorm
Velvet
WebFill

Integrations

APISCRAPY
Agvance Accounting
Anecdote
BI Book
Bubblehouse
CanopyDeploy
Enterpret
Google Docs
Happeo
Happy Grasshopper
Heights
INBOX
Mailjoy
NeverBounce
Pronnel
Singer
Slybroadcast
StackStorm
Velvet
WebFill
Claim Square 9 and update features and information
Claim Square 9 and update features and information
Claim Typeform and update features and information
Claim Typeform and update features and information