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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

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud 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

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

Support

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

Support

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

API

Offers API Supported

API

Offers API Not 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

$25.00/month
Basic - free
Pro - $30/month
Pro - $59/month
Free Version 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

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

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

Customer Feedback Supported
Data Collection Supported
Employee Survey Supported
Forms Automation Supported
Market Research Supported
Online Quiz Makers Supported
Survey 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

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

Forms Automation Features

Approval Process Control Not 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 Not Supported

Market Research Features

Benchmarking Not Supported
Compensation Management Not Supported
Data Management Not 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 Not Supported
Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Supported
Offline Response Collection Not Supported
Paper Survey Not Supported
Question Branching Supported
Question Library Not Supported
Site Intercept Survey Not Supported
Skip Logic Supported
Supports Audio / Images / Video Supported

Integrations

Apipheny Not Supported
Bit.ai Not Supported
CRM Pro Not Supported
Clientpulse Not Supported
Edda Not Supported
Fruition RevOps Not Supported
Give My Certificate Not Supported
HubSpot Customer Platform Not Supported
Klaviyo Not Supported
Leaf CRM Not Supported
Mailjoy Not Supported
Manifestly Not Supported
OnePgr Not Supported
Outcome Not Supported
Pliik Not Supported
StackStorm Not Supported
Stackreaction Not Supported
Tability Not Supported
WebFill Not Supported

Integrations

Apipheny Supported
Bit.ai Supported
CRM Pro Supported
Clientpulse Supported
Edda Supported
Fruition RevOps Supported
Give My Certificate Supported
HubSpot Customer Platform Supported
Klaviyo Supported
Leaf CRM Supported
Mailjoy Supported
Manifestly Supported
OnePgr Supported
Outcome Supported
Pliik Supported
StackStorm Supported
Stackreaction Supported
Tability Supported
WebFill Supported
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