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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

Become a fully automated enterprise™ with the UiPath Platform. A fully automated enterprise is a digitally transformed enterprise. Create business resilience, speed, and agility, and unburden people from mundane work with the automation platform that has it all. Use the data from your business applications (like ERP and CRM) to give you a detailed understanding of complex business processes. You’ll know what to automate and how to do it best—and be able to prove impact, too. UiPath is an innovative Robotic Process Automation (RPA) and process mining enterprise platform that empowers organizations to efficiently automate business processes, helping companies become digital businesses faster and gain a valuable advantage on their path to AI. Scalable, extensible, and sustainable, UiPath lets users design their own workflows visually--no scripting or coding required. The platform also features full auditing capabilities, advanced analytical reporting, and customizable dashboards.

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 from all industries of all sizes as well as for individual developers, small professional teams, education, open source and training purposes.

Support

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online 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

$3990.00/year/user
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 4.6 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.2 / 5
support 4.8 / 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

  • The interface of this platform makes it incredibly easy to create automation workflows. With drag-and-drop functionality for pre-built activities, as well as a recorder feature that captures user actions on the screen, UiPath enables even non-programmers to create sophisticated automation processes. UiPath's low-code approach is another feature that makes it a valuable tool for businesses. This approach allows users with limited coding experience to harness the power of the platform. In addition, UiPath also offers advanced features for developers who require more customization and flexibility in their workflows. The powerful UiPath orchestrator is another highlight of the platform. This tool manages and monitors automation bots, provides analytics and insights, and enables collaboration and governance. This means that companies can have full control over their automation processes while ensuring compliance with industry standards and regulations. With UiPath, companies can choose from a wide range of capabilities that cover various use cases and industries. These include web automation, SAP automation, data mining, invoice processing, customer service, and many more. This means that companies can tailor the platform to meet their specific needs and requirements. UiPath's strong focus on innovation is evident in the constant updates and improvements to the platform. Recent examples include the integration service, dark mode, AI bots, and more. With UiPath, businesses can be confident that they are using a state-of-the-art platform that will continue to evolve and adapt to meet their needs.
  • As a professional who relies on workflow automation, I can confidently say that UiPath is one of the most user-friendly and versatile platforms available in the market. This platform has helped me and my team reduce manual efforts and save time by automating repetitive and mundane tasks. In this review, I'll share my experience using UiPath and the benefits it offers. One of the standout features of UiPath is its ease of use and learning. The platform offers a drag and drop functionality that allows non-technical users to create workflows without coding. The recording feature is also an excellent tool that can capture user actions and convert them into automation steps. I found it extremely easy to use and was able to start automating workflows quickly. This platform offers a wide range of pre-built activities that cover various applications and systems such as web, desktop, SAP, email, Excel, and more. This feature saves time and effort by eliminating the need to create custom activities. However, users can create custom workflows and activities to meet their specific automation needs. UiPath's robust orchestrator is another key feature that sets it apart from other workflow automation platforms. It can manage and monitor multiple robots in different environments, allowing users to schedule, activate, assign, and track automation jobs from a centralized dashboard. The orchestrator's analytics and reporting capabilities provide insights into the performance of the automation jobs, helping users identify areas for improvement. UiPath's strong artificial intelligence and machine learning component enable robots to handle unstructured data, natural language processing, computer vision, and cognitive automation. This capability enhances the automation process by providing intelligent insights and making automation more efficient. Users can also integrate UiPath with external AI platforms and services to further enhance their automation capabilities. It has a large and active user community that provides support, guidance, and best practices. The platform also offers free and open training courses through its academy, which helps users learn how to build bots from scratch, as well as advanced concepts. The training courses are easy to follow, and I found them to be incredibly useful in enhancing my skills and knowledge.
  • UiPath has a strong uniqueness that makes automation platforms fall a bit below it and that is that not only can you connect to external platforms through its API, but you can also apply UI automations, being able to interact through code internal of the different connected applications and can also interact through graphical interfaces of the different platforms that UiPath has. The possibilities that this platform has are very endless when it comes to automation to improve better workflows without having to put a lot of effort into programming this RPA. They have integrated artificial intelligence capabilities that can allow automatic learning models, which makes robots made with this platform more intelligent with information processing and can also generate more efficient optimization that can achieve the objectives set. With this feature, artificial intelligences can be created to perform different tasks, since they can be trained and then implemented in the required automations and can also be monitored in real time in order to see the impact that an artificial intelligence is causing, measuring its performance. and if the automation is working or not as planned during its construction. It allows an environment under the development of robots with low code, allowing automation to be carried out without requiring so much experience in a quick and easy way, through visual tools that can be used through the characteristics of drag and drop tasks that can be assigned and ordered by Steps. For more advanced and personalized features, tools or use, it will require some experience that I will leave in writing later to specify what I am trying to say, but for basic functions it is possible to have something and through trial and error it can be polished. robots so advanced that they can manage to satisfy certain needs. The community is very active and has a large number of developers who have experience in developing robots, this can be important in order to obtain knowledge and resources on how to have better efficiency by being able to create better quality robots that allow for better optimization in any area of work that is needed. Not only that counts with UiPath, but you can also find a lot of information through the blogs, webinars and courses that are on the website of this platform, I feel this is more useful to have good practices in automations. Also, within the UiPath community there is a large amount of material and solutions from other users that can be used for their own benefit or for a company that is looking for components that solve a problem but has little time to dedicate to building a robot or automation from zero scratch.
  • Works directly on UI layer, so no messing around with APIs and root access. Fairly easy to pick up in a short amount of time. Free version does enough for everyday users.
  • UiPath RPA is the most comprehensive robotic automation tool as it let us to automate almost every type of data workflows due to it's combability with many daily use applications and files.

Cons

  • Compared to some of its competitors, UiPath can be expensive, especially for enterprise level licenses. Additionally, the pricing scheme can be confusing and subject to frequent changes, making it difficult for companies to plan and budget for the platform. UiPath's slowness annoys me a lot, especially when dealing with large or complex workflows. Some users reported experiencing compatibility or stability issues with some activities or integrations, which may affect the efficiency and reliability of the automation process. UiPath's documentation for some of its newer features may be insufficient or out of date, making it difficult for users to fully understand and use these features. The support team can also be slow or unresponsive at times, which can be frustrating for businesses that require immediate assistance with troubleshooting or technical issues. As a result, some users may find that they rely more on user forums or online resources for help, which can be time consuming and less reliable.
  • While UiPath is a robust and versatile platform, there are some cons that users should keep in mind before investing in the platform. Here are some of the challenges that users may face while using UiPath. One of the primary concerns with UiPath is its cost. The platform can be expensive, particularly for small and medium-sized businesses that require multiple licenses or advanced features. Additionally, users may incur additional costs for cloud deployment, maintenance, and support. The pricing model of UiPath may not be suitable for organizations with a tight budget. Integration challenges can be another hurdle for users of UiPath. Users may face some integration challenges with complex IT infrastructures or legacy systems that may require custom scripting or configuration. This issue can result in additional time and effort required to integrate UiPath with existing systems. Another drawback of UiPath is that users may encounter some bugs or features that are unresponsive or unreliable. These bugs can hinder workflow automation and cause frustration for users. While UiPath has a large and active user community that provides support and guidance, it can still be challenging to resolve some of these issues. UiPath may also have some functionality and scalability limitations when dealing with large data volumes or image-based automation. Users may need some advanced knowledge or skills to handle some scenarios or use cases that are not covered by the pre-built activities or workflows. This issue can result in additional effort and time required to customize the platform to meet specific business needs.
  • You have to be familiar with this type of RPA platform, even more so when you have to connect the APIs of different web services that require automation through code, so you also have to have advanced programming knowledge to apply these improvements or automations. Therefore, if you are a private person with no prior knowledge of what I have just mentioned, you will need to invest a large amount of time and effort to learn about this platform and be able to handle it correctly in an effective way in order to achieve efficiency within the automations. There are many advanced features within this platform that you will need to go through certain challenges in order to fully understand the functionality of each tool or feature that UiPath offers. Keep in mind that there is a great risk when handling certain confidential information with this platform since, as I have said, it can handle automations both at the API level and also at the interface level, so certain storage data can be very confidential and that these robots can gain access to them. So you have to know about how privacy is managed and that the safeguarding of confidential information is being complied with since everything is stored in the cloud. I recommend that when using this platform for the first time, all available security measures such as two-step authentication are implemented, and that all data is encrypted for greater security and important data is not leaked.
  • Packages suddenly stop working and need to be downgraded to suit particular tasks. There are several errors which do not give proper information so troubleshooting is not easy at all. Design looks a little dated nowadays.
  • UiPath RPA performs well for all type of automations and no cons found.

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

UiPath
Founded: 2012
United States
www.uipath.com

Alternatives

Alternatives

LM-Kit.NET

LM-Kit.NET

LM-Kit
ZAPTEST

ZAPTEST

ZAPTEST Inc.
CapturePoint

CapturePoint

Ademero

Categories

Categories

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

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

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

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Not 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

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Not Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Automated Testing Features

Hierarchical View Supported
Move & Copy Supported
Parameterized Testing Supported
Requirements-Based Testing Not Supported
Security Testing Not Supported
Supports Parallel Execution Supported
Test Script Reviews Not Supported
Unicode Compliance Not Supported

Data Entry Features

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

Integration Features

Dashboard Supported
ETL - Extract / Transform / Load Supported
Metadata Management Supported
Multiple Data Sources Supported
Web Services Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Not Supported
Collaboration Tools Supported
CRM Not Supported
Document Management Supported
Portfolio Management Not Supported
Project Management Not Supported
Proposal Generation Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Integrations

Base64.ai Not Supported
Berexia Not Supported
BeyondTrust Cloud Privilege Broker Not Supported
BlueSwan Not Supported
COZYROC SSIS+ Suite Not Supported
Camunda Not Supported
Cradl AI Not Supported
Creovai Not Supported
CyberArk Privileged Access Manager Not Supported
Dataiku Not Supported
EnNovate Not Supported
Google Drive Not Supported
Magnitude Angles Not Supported
Parashift Not Supported
Rossum Not Supported
Salesforce Supported
Sixpack Not Supported
Stackreaction Not Supported
Turbotic Not Supported
Value Innovation Labs Enterprise HRMS Not Supported

Integrations

Base64.ai Supported
Berexia Supported
BeyondTrust Cloud Privilege Broker Supported
BlueSwan Supported
COZYROC SSIS+ Suite Supported
Camunda Supported
Cradl AI Supported
Creovai Supported
CyberArk Privileged Access Manager Supported
Dataiku Supported
EnNovate Supported
Google Drive Supported
Magnitude Angles Supported
Parashift Supported
Rossum Supported
Salesforce Not Supported
Sixpack Supported
Stackreaction Supported
Turbotic Supported
Value Innovation Labs Enterprise HRMS Supported
Claim Square 9 and update features and information
Claim Square 9 and update features and information
Claim UiPath and update features and information
Claim UiPath and update features and information