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Description
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Description
The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
AgVantage Edge
No
Agvance Accounting
No
BlueIrisIQ
No
Docusign
No
DrChrono
Yes
EpicCare EMR
Yes
Google Calendar
Yes
Google Sheets
Yes
HubSpot CRM
Yes
Integrations
Salesforce
Yes
AgVantage Edge
Yes
Agvance Accounting
Yes
BlueIrisIQ
Yes
Docusign
Yes
DrChrono
No
EpicCare EMR
No
Google Calendar
No
Google Sheets
No
HubSpot CRM
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$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
- Secure SOC2 and HIPAA certified cloud content repository
- Fully Encrypted Storage
- Business Process Automation
- Document Versioning
-Audit Trail
- OCR Assisted Keyless Indexing
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
intely.io
Founded
2021
Country
United States
Website
www.intely.io
Vendor Details
Company Name
Square 9
Founded
2001
Country
United States
Website
www.square-9.com
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Data Entry
Abbreviation Detection
No
Data Capture and Transfer
Yes
Data Cleansing
No
Data Entry Verification
No
Data Search Flexibility
No
Duplicate Detection
No
Flexible Search
No
Image Entry
No
Library Conversion
No
Mis-Keyed Variation Detection
No
Phonetic Variation Detection
No
Electronic Data Capture
Audit Trail
Yes
CRF Tracking
No
Data Entry
No
Data Verification
No
Distributed Capture
No
Document Imaging
No
Document Indexing
No
Forms Management
Yes
Remote Capture
No
Study Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
Yes
Text Editing
No
Version Control
No
HIPAA Compliance
Access Control / Permissions
No
Audit Management
No
Compliance Reporting
No
Data Security
Yes
Documentation Management
No
For Healthcare
Yes
Incident Management
No
Policy Training
No
Remediation Management
No
Risk Management
No
Vendor Management
No
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
Yes
Metadata Management
No
Multiple Data Sources
Yes
Web Services
No
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No
Market Research
Benchmarking
No
Compensation Management
No
Data Management
No
Email / Online
No
Face-to-Face
No
Panel Management
No
Paper-Based
No
Phone-Based
No
Sample Management
No
Statistical Analysis
No
Survey Management
No
No-Code Development
AI-Assisted Development
No
Business Process Automation
No
Collaborative Development
No
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
No
Web / Mobile App Development
Yes
Workflow Management
Yes
Registration
Activity Registration
No
Attendance Management
No
Badge Management
No
Calendar Management
Yes
Class Registration
Yes
Contact Management
No
Event Registration
Yes
Form Builder
No
Group Registration
No
Marketing Management
No
Online Registration
Yes
Onsite Registration
Yes
Payment Processing
Yes
Refund Automation
No
Self Check-In
No
Surveys & Feedback
Yes
Survey
Custom Survey URLs
No
Data Analysis Tools
No
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
No
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
No
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
No
Cash Management
No
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
Yes
Vendor Management
Yes
Business Continuity
Backup Log
No
Backup Scheduling
No
Compression
No
Continuous Backup
No
Encryption
No
Incremental Backup
No
Local Server Options
Yes
Multiple System Support
Yes
Remote Server Options
Yes
Secure Data Storage
Yes
Web Access / Restoration
Yes
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Contract Management
Buy Side (Suppliers)
Yes
Completion Tracking
Yes
Compliance Tracking
Yes
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
Yes
Pre-built Templates
Yes
Sell Side (Customers)
Yes
Specialty Contracts
Yes
Version Control
Yes
Workflow Management
Yes
Data Extraction
Disparate Data Collection
No
Document Extraction
No
Email Address Extraction
No
IP Address Extraction
No
Image Extraction
No
Phone Number Extraction
No
Pricing Extraction
No
Web Data Extraction
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Electronic Data Capture
Audit Trail
Yes
CRF Tracking
No
Data Entry
Yes
Data Verification
Yes
Distributed Capture
Yes
Document Imaging
Yes
Document Indexing
Yes
Forms Management
Yes
Remote Capture
Yes
Study Management
No
Enterprise Content Management (ECM)
Archiving & Retention
No
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
Yes
Information Governance
Yes
Mobile Access
Yes
Search
Yes
Version Control
Yes
Workflow Management
No
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
No
Version Control
Yes
OCR
Batch Processing
No
Convert to PDF
No
ID Scanning
No
Image Pre-processing
No
Indexing
No
Metadata Extraction
No
Multi-Language
No
Multiple Output Formats
No
Text Editor
No
Zone Selection Tool
No
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
