Company Website

Ratings and Reviews 10 Ratings

Total
ease
features
design
support

Ratings and Reviews 525 Ratings

Total
ease
features
design
support

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 FormAssembly?

Collect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack.

Media

Media

Integrations Supported

Salesforce
AWeber
AddressZen
Agvance Accounting
BlueIrisIQ
Chargent
Docusign
Google Sheets
Ideal Postcodes
Mailchimp
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
MindCloud
NetSuite
PDI
PayPal
QuickBooks Online
Sage 100
Stripe
WordPress

Integrations Supported

Salesforce
AWeber
AddressZen
Agvance Accounting
BlueIrisIQ
Chargent
Docusign
Google Sheets
Ideal Postcodes
Mailchimp
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
MindCloud
NetSuite
PDI
PayPal
QuickBooks Online
Sage 100
Stripe
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

$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
Free Version
Free Trial Offered?

Pricing Information

Contact Sales. Visit website for plan options
Free Version
Free Trial Offered?

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

FormAssembly

Date Founded

2006

Company Location

United States

Company Website

www.formassembly.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

Data Collection

Experience the evolution of data gathering with our cutting-edge approach. Gather, link, and manage AI-ready information quicker than ever before. FormAssembly transforms the landscape of enterprise data collection and automation. With your integrated AI assistant, Fai, you can effortlessly design customized, compliant forms, streamline intricate workflows, and ensure clean, organized data flows seamlessly throughout your technology ecosystem. FormAssembly stands as a robust platform tailored for efficient data collection on a large scale. Featuring a user-friendly interface, sophisticated architecture, and built-in automation features, it enables you to effortlessly establish secure and compliant workflows while directing structured data to the essential systems your organization depends on. No developer involvement is required. No waiting periods. Just intelligent, rapid data solutions from the outset.

Forms Automation

Elevate your online forms with automated workflows to enhance efficiency. Seamlessly integrate and streamline multi-step form procedures. Guide respondents through conditional pathways, automate notification emails, secure necessary approvals, and create or modify Salesforce entries—all without needing to write code. Data collection often extends beyond a single submission. FormAssembly empowers teams to establish comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and advance processes automatically. Meet Fai, FormAssembly’s intelligent AI assistant, designed to help teams transition from conceptualizing an idea to implementing a functional workflow in no time. Simply outline the process you wish to automate, and Fai will assist in crafting the workflow framework, including necessary forms, routing logic, and automation sequences. Typical use cases include: - Multi-step approval processes - Application and onboarding sequences - Service request management - Document creation and signature processes

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

Lead Capture

Data gathering typically extends beyond just one entry. FormAssembly enables teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and seamlessly advance processes without manual intervention.

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Online Form Builders

Develop Forms to Elevate Your Business Transform tedious manual data adjustments into reliable automated data solutions. Our tailored forms seamlessly connect with the applications you depend on, featuring advanced elements like spam filtering, authentication, virus detection, and encryption for trustworthy data collection. Forms should serve a purpose beyond simply gathering information. FormAssembly empowers teams to create organized forms that link directly to workflows, approvals, and record-keeping systems such as Salesforce. Accelerate Form Creation with Fai Meet Fai, FormAssembly’s intelligent AI assistant, designed to streamline the transition from concept to form. Fai assists teams by generating form layouts, validation criteria, and workflow processes tailored to your data needs, enabling creators to design complex forms without requiring extensive technical skills, all while retaining complete oversight over rules, approvals, and integrations. - Patient intake documents - Registration and application forms - Referral request forms - Internal submission forms

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

Survey

Design Surveys That Gather Insights and Inspire Action Harness the power of survey responses to kickstart workflows, activate approvals, produce documents, and refresh your systems with FormAssembly’s adaptable tools. Our platform ensures a user-friendly experience that is mobile-optimized, professional, and engaging. Responses can set off automated workflows, direct data to appropriate teams or systems, create necessary documents, and facilitate approvals or subsequent actions. FormAssembly also offers survey functionalities tailored for any complexity level, featuring a variety of question types, branching and skip logic, mobile-responsive design, and branding options. Whether you require a straightforward feedback survey or a more complex process-oriented questionnaire, FormAssembly has you covered.

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

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