Square 9 vs. altaFlow Comparison


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About Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.	About altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.
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 Business teams in sales, HR, finance, and legal that need to automate document-heavy workflows and approvals without coding while maintaining compliance
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 $399/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 Read all reviews	Reviews/Ratings Overall 4.0 / 5 ease 2.0 / 5 features 5.0 / 5 design 4.0 / 5 support 3.0 / 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 The ability to quickly build forms and pseudo apps that perform well and integrate into a Microsoft 365 Domain. With Power Automate and a "bot" account bridging the integration gaps as a caveat. Delivery on the promise of automation. Vastly reduces the amount of time, tasks and training required for an end user to perform a cornucopia of business processes. Once a given process has been assembled. With few and slight exceptions, a very well polished and smooth experience for the end users of forms created with this product. Forms function on any device and can be managed from any device. Cons The user experience for the creators of forms and workflows of this product. There is a lot of jank. Ranging from UI problems when setting up variables in the workflow and bots section. To unexpected behavior on certain characters between elements and integrations. Nearly non-existent documentation for any specific part of any item in this package. Much trial and error and tribal knowledge needs to be acquired to use this product to its potential. Poor performance in a certain few areas. Especially large forms when regarding the variables when setting up bots. Forms with 100+ variables begin to take significant amounts of time (1m+) for every single update to a given mapping table. This is exacerbated by slower PCs. 0 version control and 0 ability to move elements from one flow into another in the same workspace.
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 airSlate Founded: 2008 United States altaflow.com
Alternatives onPhase	Alternatives Docubee
Automation Anywhere	ThinkAutomation Parker Software
Laserfiche	Prestavi
UnForm Synergetic Data Systems, Inc.	Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation
Nintex Process Platform Nintex View All	Nintex Process Platform Nintex View All
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 Digital Signature Document Control Document Generation Document Management Document Version Control Forms Automation Low-Code Development No-Code Development Robotic Process Automation (RPA) Workflow Automation 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 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 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 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 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 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 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 Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking Document Control Features Archiving & Retention Automated Routing Change Management Compliance Management Electronic Signature Escalation Management Periodic Review Version Control Document Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates Document Version Control Features Access Controls/Permissions Approval Process Control Archiving & Retention Audit Trail Commenting / Notes Document Check-in / Check-out For Engineering Documents Revision History Version Comparison Version Rollback Low-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management No-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management Robotic Process Automation (RPA) Features Analytics Attended Automation Code-free Development Image Recognition Optical Character Recognition Process Builder Third Party Application Integration Unattended Automation
Integrations Docusign Microsoft Dynamics 365 NetSuite QuickBooks Online Salesforce Airtable Amazon S3 Dropbox HubSpot CRM Insightly Mailchimp Microsoft Dynamics 365 Business Central Nocode HQ SAP Litmos LMS SendGrid ShareFile Shopify Smartsheet Sugar Sell X (Twitter) Show More Integrations View All 9 Integrations	Integrations Docusign Microsoft Dynamics 365 NetSuite QuickBooks Online Salesforce Airtable Amazon S3 Dropbox HubSpot CRM Insightly Mailchimp Microsoft Dynamics 365 Business Central Nocode HQ SAP Litmos LMS SendGrid ShareFile Shopify Smartsheet Sugar Sell X (Twitter) Show More Integrations View All 42 Integrations
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