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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

The most powerful digitization and categorization tool on the market, processing a wide range of digital, scanned or printed document types, submit documents in any file type and form. With hundreds of available integrations, you stay hands-off on data entry, manual verification or account code tagging. A tool to manage import and export at the same time, stay in control with automatic approvals and notifications. Trigger approvals based on events at your convenience. Send approvals to team members, clients, or stakeholders at once. Remove friction with multi-layered approvals and your most convenient format: email, mobile app or in app. Get a real-time view of your finances every time you check your preferred tools and eliminate human error from your reporting.

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

Accounting, Finance, Procurement, Logistics, HR

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

$99 per month
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

fileAI
Singapore
www.file.ai/

Alternatives

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.

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

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

Microsoft Dynamics 365
NetSuite
QuickBooks Online
AgVantage Edge
Docusign
Fiserv
Gmail
Google Cloud BigQuery
Google Docs
Google Sheets
Lavu
Microsoft Excel
Model Context Protocol (MCP)
PDI
Revel
SAP Cloud Platform
Salesforce
Sapaad
StoreHub
WhatsApp

Integrations

Microsoft Dynamics 365
NetSuite
QuickBooks Online
AgVantage Edge
Docusign
Fiserv
Gmail
Google Cloud BigQuery
Google Docs
Google Sheets
Lavu
Microsoft Excel
Model Context Protocol (MCP)
PDI
Revel
SAP Cloud Platform
Salesforce
Sapaad
StoreHub
WhatsApp
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