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What is Square 9?

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

What is Flowmatik?

Forms that enable smooth transitions between devices are extremely beneficial, particularly when users are tasked with uploading photos or documents. With Active Device Switch, users can fluidly navigate between devices while completing forms, which is especially handy for uploading images captured on their smartphones. They also have the option to revisit their forms after a few hours or even days, with their partially filled data securely stored. Additionally, automated reminders can be set up through email or SMS, directing users back to the exact spot they paused, which helps eliminate the annoyance of unclear notifications. Using our user-friendly drag-and-drop Flow Builder, you can design personalized flows for data collection that can be shared via direct links or seamlessly embedded on your website. Moreover, you can effortlessly transfer your data to Google Sheets or connect it with over a thousand applications via Zapier, giving users the flexibility to complete their forms on any device at their own pace. Flows are crafted for engaging interactions, allowing you to merge different content types like videos and images or even include HTML components. This innovative method helps reduce the time spent on follow-ups, indicating that flows represent the next evolution in form technology. You can develop flows specifically for user registration, onboarding, sign-ups, or any form of data collection, thus ensuring a smooth experience for every user. Furthermore, the adaptability of flows allows them to cater to a variety of workflows, which significantly boosts user engagement and enhances the efficiency of data collection efforts. As more organizations adopt this technology, the potential for improved user experiences and streamlined processes continues to grow.

Media

Media

Integrations Supported

Salesforce
AgVantage Edge
Basecamp
BlueIrisIQ
Docusign
Eventbrite
Facebook
Google Sheets
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
PDI
WordPress
Wufoo
X (Twitter)
Zapier
Zendesk

Integrations Supported

Salesforce
AgVantage Edge
Basecamp
BlueIrisIQ
Docusign
Eventbrite
Facebook
Google Sheets
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
PDI
WordPress
Wufoo
X (Twitter)
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$50/month/user
Free Trial Offered?
Free Version

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Square 9

Date Founded

2001

Company Location

United States

Company Website

www.square-9.com

Company Facts

Organization Name

Flowmatik

Date Founded

2018

Company Location

Netherlands

Company Website

www.flowmatik.com

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Business Continuity

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

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

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

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Document Management

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

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Enterprise Content Management (ECM)

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

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Workflow Management

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

Categories and Features

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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