Square 9
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.
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onPhase
onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.
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Ecrion
A contemporary and intelligent approach to enhancing customer experience is essential. Initially, Customer Communication Management might appear straightforward, but as a business begins to analyze the various forms of communication it uses—such as sales proposals, contracts, invoices, account statements, debt collection letters, product launches, promotional offers, appointment notifications, and more—the complexity quickly increases. With a multitude of channels at their disposal, including print, email, interactive online documents, SMS, and push notifications, alongside the diverse languages and preferences regarding formats, channels, and tones (whether casual or formal) of their clientele, achieving effective communication can transform into a significant challenge. Ecrion’s document automation platform simplifies and optimizes the creation and distribution of vital business documents within an adaptable and scalable framework. By implementing workflow rules, it expedites and clarifies intricate processes—whether they are manual, fully automated, or a hybrid of both—to guarantee that communications are consistent, high-quality, and well-regulated. Ultimately, this enhances the overall efficiency of the organization's communication efforts, leading to improved customer satisfaction and loyalty.
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LaserVault DMS10
Laservault DMS10 improves security for paper documents LaserVault DMS10 is a browser-based document management software that allows you to scan and secure your documents with passwords and encryption. You can also create copies for offsite storage and reduce the paper your company uses.
DMS10 can be used to file and manage a wide variety of documents, including:
Payables
Purchase Orders
cash batches
chargebacks
Customer agreements
sales orders
invoices
Statements
Certificates of compliance
Leases and agreements
Payroll reports
personnel records
Delivery evidence
routing guides
shipping documents
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