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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

Trellis is an AI-driven solution designed to automate and streamline the processing of unstructured data, particularly documents in PDF format. The platform leverages advanced OCR technology to accurately capture text, tables, and handwriting, converting them into usable, structured data. Trellis is built to scale, offering both API integrations and no-code solutions to meet the needs of businesses across various industries. It supports customizable workflows with auto-schema and the ability to define custom actions, enabling users to automate processes and apply specific rules. The platform provides real-time synchronization with source systems, ensuring that the latest data is always available. Trellis also emphasizes data accuracy with flexible validation parameters, allowing users to set their own rules for consistency. Additionally, Trellis ensures robust security through encryption, SOC II Type-2 compliance, and HIPAA-compliant deployment options.

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

Enterprises seeking an AI solution to automate and optimize their document processing and data extraction operations

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
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.7 / 5
design 4.4 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

Trellis
United States
runtrellis.com

Alternatives

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
Trellis.law

Trellis.law

Trellis Research
Mastech InfoTrellis

Mastech InfoTrellis

Mastech Infotrellis
Vyne Trellis

Vyne Trellis

Vyne Dental

Categories

Categories

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

Integrations

AgVantage Edge
Amazon S3
BlueIrisIQ
Box
Docusign
Google Drive
Haimeta
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft SharePoint
NetSuite
PDI
QuickBooks Online
Salesforce
Weavy

Integrations

AgVantage Edge
Amazon S3
BlueIrisIQ
Box
Docusign
Google Drive
Haimeta
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft SharePoint
NetSuite
PDI
QuickBooks Online
Salesforce
Weavy
Claim Trellis and update features and information
Claim Trellis and update features and information