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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

iGrafx enables true business transformation by helping organizations continuously improve their processes. An integrated intelligence platform is critical for achieving continuous process improvement. Today’s complex processes involve multiple departments, systems, and stakeholders, making it hard to understand the entire process ecosystem. Without a holistic view, it can be difficult to assess what’s actually going wrong and which potential solutions are most effective. Unlock the power of process intelligence with the Process360 Live platform, bringing together process mining, design and simulation. Streamline processes, identify bottlenecks, and optimize workflows to get more done and create higher quality products with the same amount of resources. Keep volume, pace and quality stable while decreasing financial investment through process optimization and improved resource allocation.

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

Companies that work in high risk and compliance-necessary industries

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

No information available.
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 4.7 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 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

  • iGrafx gives us ability to integrate our customers data and our planning process. iGrafx monitors the progress of our everyday performance and notify us when there are challenges or possible problem areas in our departments. All data that comes into our systems from different sources is analyzed, scrutinized and effectively used for decision making across the entire organization.
  • I absolutely love iGrafx for process capture and mapping. It is intuitive and easy to use and took no time to get started.
  • Effective for process collaboration. Also helps with project management and performance Easy to create and update process.
  • An excellent application for the easy capture of process diagrams and for understanding the relationships between them.
  • My team uses this software everyday to create process maps and diagrams so the analyst understand clearly how to perform the tasks of their job. Because the repository is easily accessible to everyone, I know that every has the correct version of the process.

Cons

  • It's very difficult to extract maps into useable or readable pdf documents and this is frustrating, hope they improve on that.also the customer support team is slow to respond which may affect productivity, they should work on ensuring customer complaints are handled quickly and efficiently.
  • The web diagramming capabilities are extremely limited with fewer templates compared to the desktop counterpart and it can be a little costly for small teams.
  • If you are just starting out, you may need some training. It is intuitive but has many features.
  • The only complaint that I have is that the features most important to me such as VSM and simulation are only available in the desktop client. I have been informed they are coming soon to a web interface.
  • I would love to see some more industry specific templates available

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

iGrafx
Founded: 1991
United States
www.igrafx.com

Alternatives

Alternatives

UberCloud

UberCloud

Simr (formerly UberCloud)

Categories

Categories

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

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

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

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

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

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Diagram Features

Data Import / Export
Drag & Drop
Flowchart
For Developers
Mind Map
Multi-User Collaboration
Organizational Charting
Templates

GDPR Compliance Features

Access Control
Consent Management
Data Mapping
Incident Management
PIA / DPIA
Policy Management
Risk Management
Sensitive Data Identification

IoT Features

Application Development
Big Data Analytics
Configuration Management
Connectivity Management
Data Collection
Data Management
Device Management
Performance Management
Prototyping
Visualization

Network Mapping Features

Color Codes / Icons
Compliance Management
Device Auto Discovery
Hierarchical Mapping
Location-Based Mapping
Map Exporting
On-Demand Mapping
Reporting/Analytics
Self-Updating Maps
Web Traffic Reporting

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Risk Management Features

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Simulation Features

1D Simulation
3D Modeling
3D Simulation
Agent-Based Modeling
Continuous Modeling
Design Analysis
Direct Manipulation
Discrete Event Modeling
Dynamic Modeling
Graphical Modeling
Industry Specific Database
Monte Carlo Simulation
Motion Modeling
Presentation Tools
Stochastic Modeling
Turbulence Modeling

Integrations

AgVantage Edge
Agvance Accounting
BlueIrisIQ
Deluxe Payment Exchange (DPX)
Docusign
LANA Process Mining
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
PDI
QuickBooks Online
Sage 100
Salesforce
TIM BPM Suite
Tyler Data & Insights
Ultimus Digital Process Automation Suite

Integrations

AgVantage Edge
Agvance Accounting
BlueIrisIQ
Deluxe Payment Exchange (DPX)
Docusign
LANA Process Mining
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
PDI
QuickBooks Online
Sage 100
Salesforce
TIM BPM Suite
Tyler Data & Insights
Ultimus Digital Process Automation Suite
Claim Square 9 and update features and information
Claim Square 9 and update features and information
Claim iGrafx Process360 Live and update features and information
Claim iGrafx Process360 Live and update features and information